HR Database in Excel

• Acts as a HR Database in Excel, enabling you to track all essential employee data.
• Enables you to track vacation and sickness  leave on a monthly basis
• Tracks employee salary, bonuses and and shares on an historical basis
• Set quarterly goals, give scores and review staff performance
• KPI dashboard providing automated reporting on average staff tenure, employee turnover, average sick days, head count and more.

BENEFITS

• A time-saving process that will help manage employee
• HR Database in Excel with key  HR metrics to optimize your HR process
• This is a more affordable alternative to expensive specialist HR database  software
• HR Database in Excel

PRODUCT DETAIL

As soon as you have downloaded the HR Database in Excel the smart excel template, you can get started with your employee database management. Save a spare copy of the file, just in case you make a mistake in your working file. After the file is opened you will need to “Enable Editing” and “Enable Content” in order to make changes and allow totals to calculate.

Filters

Because this HR Database in Excel relies on the Excel function of filters for data manipulation and for the presentation of the data, you’ll need to be comfortable with using Excel filters. The filters are the little triangles that appear at the top of columns which enable you to control which rows of data are displayed. They are pretty straightforward to use and highly intuitive, meaning most of you will be able to work it out as you go. If you are not familiar with filters, consult the help database in Excel.

Dashboard(Tab) – View Only 

This page automatically updates and you do not need to edit it. It is for viewing only. The HR Database in Excel’s digital dashboard provides key boardroom stats such as total number of staff, average tenure, staff turnover rate, average salary, (male and female), salary differential male and female, average bonus, average appraisal score and average sick days.

Employee (Worksheet) View Only

This page automatically updates and you do not need to edit it. It is for viewing only. These are your employee records within your HR Database in Excel. Select the name and time period in the two yellow boxes at the top and view your employee record for each individual staff member. This is a tabulated summary of they key stats and information for the employee in question. It includes vital stats around performance appraisals, pay and pay history, leave taken, personal data and organizational chart status.

Employees WorkSheet for Data Entry

This is your data entry worksheet for your HR Database in Excel, where you can enter new employees and make changes to their data. You can edit all the data from column A to column R. Do not edit or delete data in columns S to V which is in red text as this is formula driven content.

Use the filters, (the grey triangle in the top cell of each column) to control which information you want to view. You can segment the data and view it in more manageable chunks, such as by department, region or job title. Filters are very useful when you have more staff than can fit on your screen.

Compensation Worksheet for Data Entry

This is your data entry worksheet for compensation changes in the HR Database in Excel. This is how you maintain a compensation history for your staff, which is useful to known when you are planning current or future pay rises. To add a compensation change, just fill in the name, compensation change date, type, (salary, bonus or shares) and the amount. Don’t delete, change or over-write existing information unless it’s incorrect or you won’t have a compensation history.

Leave Worksheet for Data Entry

This is your data entry worksheet for leave tracking in HR Database in Excel. To add a leave record, go to the next available blank row and start typing the name and the autofill should fill in the employee name for you. Then complete the year, month, leave type and leave duration cells to add an employee leave event.

Codes

These populate the drop down boxes that appear within the system. The default set of codes should be fine for most small businesses. These are hard-coded into the HR Database in Excel system and should not be modified unless you know what you are doing.

Deleting Data

The HR Database in Excel system comes populated with about 10 fictional records so you can see how the system works.

To delete the fictional data:

-go to the worksheet titled ‘employees’, and ensure all filters in the top row are set to ‘select all’, (to ensure that all employees are showing) and then delete all the rows of data up to and including column R.

-go to the worksheet titled ‘compensation’, and ensure all filters in the top row are set to ‘select all’, and then delete all the rows of data up to and including column D.

-go to the worksheet titled ‘leave’, and ensure all filters in the top row are set to ‘select all’, and then delete all the rows of data up to and including column E.

-go to the worksheet titled ‘performance’, and ensure all filters in the top row are set to ‘select all’, and then delete all the rows of data up to and including column D.

If you just want to delete one employee, follow the same steps as above but at each stage use the filter to select the employee in question only, and then you’ll only delete that employees data.