Often HR teams can have a reasonable number of projects or initiatives going on at any one point in time, as the HR manager or HR Business Partner it can be challenging to keep track on all these. Indeed what most managers and business partners want is ‘progress on a page’. And the following YouTube clip I put together will show how you can easily do this with excel. This tutorial came out of some work I did to support a large Employment Relations team, who were tracking all incoming requests, what they wanted to do was provide their Director with an on the page quick reference to how they were progressing.
Also if you haven’t seen my Lookups tutorial – which is my most popular tutorial, take a look at the below clip also. What Lookups allow us to do, is to take two lists and merge them together. In HR we do this a lot, for example I’ve used this in remuneration reviews where I’ve taken a current list of employees and their remuneration levels, and then merged information from the previous remuneration review. In that case I wanted to be able to show managers the employees current information (salary, position etc), but also add in their performance rating from the previous remuneration review.
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