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This practical two-day programme is designed for HR professionals looking to strengthen their proficiency in Microsoft Excel and AI-powered tools for managing employee data, generating accurate reports and delivering meaningful workforce insights. Participants will learn to clean, organise and analyse HR data efficiently, create professional reports and interactive dashboards, and apply automation techniques to significantly reduce manual effort. Using HR-relevant scenarios and real-world sample datasets throughout, the programme ensures skills are immediately applicable to participants’ daily responsibilities — from routine headcount tracking to executive-level workforce analytics.

What Will You Learn in Microsoft Excel with AI Tools for HR: Data Management and Reporting?

• Structure and manage HR datasets using Excel tables, named ranges and data validation for organised, error-free record-keeping.
• Clean and standardise employee data using text functions and AI-assisted tools to ensure accuracy and consistency across HR records.
• Apply logical, lookup and date functions for key HR calculations including tenure, leave balances and probation tracking.
• Generate professional HR reports covering headcount, turnover, recruitment pipeline and compensation summaries for management review.
• Analyse workforce data using PivotTables, conditional formatting and statistical functions to surface actionable workforce trends.
• Build interactive dashboards with slicers, timelines and PivotCharts tailored for leadership reporting and strategic decision-making.
• Leverage AI features in Excel to automate repetitive reporting tasks and enhance the depth of data insights.
• Apply data security and confidentiality best practices when handling sensitive employee information in compliance with organisational standards.

Course Outline

Module 1: Excel Foundations for HR — Navigating Excel with HR workflows in focus — Setting up secure, structured workbooks for employee data — Best practices for handling confidential HR information

Module 2: Importing and Preparing HR Data — Importing data from external sources into Excel — Cleaning and standardising employee records using text functions (CONCAT, TEXTSPLIT, PROPER, SUBSTITUTE) — Using AI tools to detect errors and suggest corrections

Module 3: Essential HR Calculations and Data Organisation — Calculating tenure, leave entitlements and probation dates using date functions — Applying logical functions (IF, IFS) and lookup functions (XLOOKUP, INDEX-MATCH) for employee data retrieval — Structuring data with tables and named ranges for efficient reporting and formula readability

Module 4: Building Professional HR Reports — Creating standard reports: Headcount, turnover, recruitment pipeline and training participation — Formatting reports for clarity and executive presentation — Automating report updates with dynamic ranges and refreshable data connections

Module 5: Workforce Analytics with PivotTables — Summarising employee data to analyse attrition, diversity and compensation trends — Grouping and filtering data by department, tenure or performance level — Using conditional formatting and sparklines to highlight key metrics and thresholds

Module 6: Interactive Dashboards and Automation — Designing executive-ready dashboards using PivotCharts, slicers and timelines — Incorporating KPIs and visual elements to communicate HR metrics effectively — Introduction to macros and AI-assisted automation for repetitive reporting tasks — Best practices for sharing and protecting HR dashboards