Capabilities of Excel on Human Resources
Free hr database in excel [N/A] : r/humanresources
Employee Records and HR Data
Be careful storing that data, There are very strict data protection laws regarding proper storage of this type of data.
Ideally it should stored in a fit for purpose database application with restriction on who can access the data.
A fit for purpose application would allow reporting to be done from data exports
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Hello to all, I'm working in a company with over 1000+ employees and as head of HR I'd like to create something that'd help me and my department quite a lot and I'd like to automate things if I can.
What I'd like to achieve is;
-
A List with all the employees and their info(Name, Surname, Rank, National ID Number, Company ID Number, ID of the position that they're occupying, Telephone Number etc.) sorted by department (For example starting departments in HQ, then subordinate units.)
| Position ID | Position Name | Position Rank | Position Status | Personnel Status | Personnel Rank | Personnel Name&Surname | Personnel Company ID | National ID | Telephone Number |
|---|---|---|---|---|---|---|---|---|---|
| 176178 | COMMAND SECTION | NULL | NULL | NULL | NULL | NULL | NULL | NULL | NULL |
| 561277 | Commander | OF-5 | Officer | Officer | OF-5 | John Doe | 1234 | 56781 | 01234567 |
| 176180 | RESEARCH AND DEVELOPMENT CENTER | NULL | NULL | NULL | NULL | NULL | NULL | NULL | NULL |
| 1170661 | Project Development Officer | OF-5 | Officer | Officer | OF-3 | James Doer | 2345 | 67890 | 12345678 |
| 1170664 | Project Development Officer | OF-5 | Officer | Enlisted | E-8 | Rafael Rodriguez | 4325 | 45678 | 32423635 |
| 1169823 | Project Development Petty Officer | E-9 | Enlisted | Enlisted | E-7 | Thomas Anderson | 4326 | 12233 | 65489761 |
| 1164487 | Project Development Petty Officer | E-9 | Enlisted | NULL | NULL | NULL | NULL | NULL | NULL |
2. A chart that summarizes the list above as numerical values.
| Unit Name | Optimal(Officer) | Optimal(Enlisted) | Existing(Officaer) | Existing(Enlisted) |
|---|---|---|---|---|
| COMMAND SECION | 1 | 0 | 1 | 0 |
| RESEARCH AND DEVELOPMENT CENTER | 2 | 2 | 1 | 2 |
3. An "Attendance List" for subordinates to define how many staff they have at hand, one that shows staff info and other one shows just the numbers, I'd like to make this as automated as I can cause there are a lot of subordinate units and over 1000+ employees so it takes half a day of one person to do it.
| Position ID | Personnel Rank | Personnel Name&Surname | Date(DD/MM/YYYY) | Duration(Days) | Reason |
|---|---|---|---|---|---|
| 1170664 | E-8 | Rafael Rodriguez | 15/09/2024 | 10 | Annual Leave |
| Unit Name | Existing(Officer) | Existing(Enlisted) | Ready(Officaer) | Ready(Enlisted) | Uavaliable(Officer) | Unavailable(Enlisted) |
|---|---|---|---|---|---|---|
| COMMAND SECION | 1 | 0 | 1 | 0 | 0 | 0 |
| RESEARCH AND DEVELOPMENT CENTER | 1 | 2 | 1 | 1 | 0 | 1 |
4. Relocation list: I can't really do this one as tables but I'll try to explain it to best of my abilities. Let's say I have 30 people that I gotta relocate from a unit to another and few different status. What I'd like to do is to first make this all automated so there's no human error, Where the staff works at the moment, where will he work, Position ID and National ID so I can put it into the system to make things easier and fool-proof,
also charts like below;
| Rank | Name Surname | Position | New Position |
|---|---|---|---|
| Colonel | John Doe | Command Section/Commander | Command Section/Research and Development Center/Research and Development Officer |
| Major | James Doer | Research and Development Center/Research and Development Officer | Command Section/Human Resources/Head of Human Resources |
| Unit Name | Optimal(Officer) | Optimal(Enlisted) | Existing(Officaer) | Existing(Enlisted) | Relocated(Officer)-IN | Relocated(Officer)-OUT | Relocated(Enlisted)-IN | Relocated(Enlisted)-OUT |
|---|---|---|---|---|---|---|---|---|
| COMMAND SECION | 1 | 0 | 1 | 0 | 0 | 1 | 0 | 0 |
| RESEARCH AND DEVELOPMENT CENTER | 2 | 2 | 1 | 2 | 1 | 1 | 0 | 0 |
| Human Resourvces | 1 | 4 | 0 | 3 | 1 | 0 | 0 | 0 |
that I can print and show to my superiors as a summary of relocation process.
I don't know if this is doable by Excel fully automatically or not, at workplace I only have access to Excel 2016 so I can't use new formulas like XLOOKUP and such, I'm a beginner Excel user that knows few formulas and have basic understanding and knowledge of programming I might try and learn VBA, I'm also open for suggestions on how to do it some other way.