Excel for HR Toolkit: 4 Cheat Sheets You Need

HR work runs on data – headcount, salaries, training, turnover – but that doesn’t mean you need to be an Excel expert. You just need the right tools. Our Excel for HR Toolkit gives you practical, ready-to-use resources to work faster and more confidently.

 

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Whether you’re brand new to Excel or just want to sharpen your skills, we’ve put together resources that are designed to be approachable, efficient, and genuinely useful. No fluff – just the shortcuts, formulas, and time-savers you’ll reach for again and again.

Contents
Excel for HR Cheat Sheet
Top Excel Formulas for HR
ChatGPT Prompts for Excel for HR
HR Data Analysis in Excel Checklist

Excel for HR Cheat Sheet

Start with the basics – this quick-reference guide helps you feel more confident navigating Excel for everyday HR tasks.

This cheat sheet includes:

  • A one-page overview of Excel shortcuts, formulas, and tips tailored to HR work
  • Common scenarios like tracking training, working with dates, or identifying missing data
  • Clear examples to help you apply Excel more effectively in your HR role.

Top Excel Formulas for HR

Save time and reduce guesswork with formulas that solve real HR problems. This cheat sheet highlights the most useful Excel functions grouped by task, from calculating tenure to data summarizing and reporting.

An overview of top Excel formulas for HR with examples and use cases.

This one-pager includes:

  • 20+ Excel formulas organized by HR categories like data cleanup, lookup, and reporting
  • Sample use cases and screenshots to show how each formula works
  • Practical examples like ranking performance scores or pulling department codes from IDs.

ChatGPT Prompts for Excel for HR

Not sure how to write a formula? Let ChatGPT do the heavy lifting. This guide shows you exactly how to ask for Excel help, with ready-made prompts tailored for HR data analysis.

This document includes:

  • Sample prompts and outputs for beginner and advanced users
  • Guidance for common HR tasks like combining names, calculating tenure, or filtering based on conditions
  • Bonus tips for getting better results when working with ChatGPT.
An overview of sample ChatGPT for Excel prompts for HR with output examples.

HR Data Analysis in Excel Checklist

Stay organized and consistent when working with HR spreadsheets. This step-by-step checklist helps you analyze data more effectively—whether you’re preparing for a presentation or building a new report.

A checklist for HR data analysis in Excel.

This checklist includes:

  • A structured process for setting up, cleaning, and analyzing HR data
  • Best practices for formatting, filtering, documenting, and protecting sensitive info
  • Quick reminders to ensure your data is ready to share, audit, or act on.

Monika Nemcova

Monika is the Organic Content & Strategy Lead at AIHR. Her goal is to publish inspiring and actionable HR content on the AIHR blog and get everyone with interest in HR to read it.

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