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Top Excel Formulas For HR

The document outlines essential Excel formulas for HR functions, focusing on date and time calculations, performance analysis, and data management. Key formulas include NETWORKDAYS for calculating working days, RANK.EQ for ranking values, and VLOOKUP/XLOOKUP for data retrieval. Additionally, it covers text functions for data cleaning and logical functions for error handling and condition evaluation.

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Prashant Sree
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0% found this document useful (0 votes)
110 views2 pages

Top Excel Formulas For HR

The document outlines essential Excel formulas for HR functions, focusing on date and time calculations, performance analysis, and data management. Key formulas include NETWORKDAYS for calculating working days, RANK.EQ for ranking values, and VLOOKUP/XLOOKUP for data retrieval. Additionally, it covers text functions for data cleaning and logical functions for error handling and condition evaluation.

Uploaded by

Prashant Sree
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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TOP EXCEL FORMULAS FOR HR

Date & time calculations Performance, reporting & analysis


Used for tenure tracking, due dates, or measuring durations. Used to summarize, rank, or visually interpret data.
=RANK.EQ(D2,D2:D8,0)
NETWORKDAYS COUNTIF RANK.EQ
=COUNTIF(D1:D9, "Hired")
=NETWORKDAYS(D2, E2)

Calculates working days between two dates. Counts how many Ranks values within
Measure time to hire or duration
employees or a list.
Sample use case: between different interview stages. candidates meet a
condition or multiple Sample use case:
conditions. Rank employees by performance scores or training
DATEDIF =DATEDIF(C2,D2,"y")
Sample use case: assessment results.

Calculates days/months/years between two Track how many candidates progressed to "Hired"
dates. status. AVERAGEIFS
Determine tenure/years Calculates average by department or other
Sample use case: of service. SUBTOTAL conditions.
=TODAY() - D2 Performs calculations (like SUM, AVERAGE, Sample use case:
TODAY() COUNT) on filtered data. Benchmark average salaries by team or level.
Returns the current date. Sample use case: =AVERAGEIFS(D1:D8,C1:C8,"HR")

Calculate dynamic values like tenure, days


Calculate totals or averages in filtered lists, like a
Sample use case: since training, or to flag expired documents
particular department only.
based on the current date.
=SUBTOTAL(1,E2:E6) (1 = AVERAGE)

=TEXT(D2, "mmm yyyy")

TEXT
Formats dates or numbers in a specific style.
Format review dates as "Mar 2025"
SPARKLINE
Sample use case: for easier reporting.
SUMIFS Creates mini charts within a cell to show
trends.
Adds up values that meet one or more
Lookup & reference conditions. Sample use case:

Used to pull in matching data from other sources or tables. Sample use case: =SUMIFS(F1:F8,E1:E8,E2) Visualize engagement scores or training completion
over time.
Calculate total hours
VLOOKUP XLOOKUP spent on a specific
training topic.
Pulls data from another table based More flexible than VLOOKUP, works
on a unique identifier. left-to-right or right-to-left.

Sample use case: Sample use case:


Retrieve names or job titles using employee ID. Retrieve salary or bonus data based on CONDITIONAL FORMATTING
employee ID.
=VLOOKUP(C2,'Employee Data'!A:B,2,FALSE) Highlights cells based on specific criteria.
=XLOOKUP(D2, 'Employee Data'!A:A,'Employee Data'!K:K)

Sample use case: Highlighting employees with tenure over 5 years.

Logic & error handling


Used for flagging, filtering, or protecting data logic.
Text functions & cleanup =IF(D2>5, "Eligible", "Not Yet")

Used to format or clean text fields for reporting or analysis. IF


Checks eligibility or status.
CONCATENATE / CONCAT LEFT / RIGHT Determine if an employee qualifies
Sample use case: for a benefit based on tenure.
Combines multiple text values into Extracts characters from the start or
one. end of a string.
=IFERROR(D2/E2,”Check”)

Sample use case: Sample use case: IFERROR


Combine first and last names for full name Pull department codes from employee IDs like Handles errors in calculations.
display. "HR-102"
Prevents #DIV/0! errors in
=CONCATENATE(C2, " ",D2) =LEFT(B2, 2)
Sample use case: bonus-to-sales ratios.

=IF(ISBLANK(D2), "Yes", "Complete")


ISBLANK
Checks if a cell is empty.
Flag missing feedback or
Sample use case: incomplete onboarding steps.
TEXTJOIN
TRIM
Combines multiple values from a AND / OR
Removes unnecessary spaces from range into one cell.
text.
Evaluates multiple conditions at once.
Sample use case AND:
Sample use case:
Compile interview feedback or survey
Sample use case AND: Sample use case OR:
Clean imported data where names or roles
comments into a single field. Flag employees who meet multiple criteria, like Flag employees who meet one of the criteria,
may include trailing spaces for accurate analysis.
=TEXTJOIN(", ", TRUE, C2:C5) salary < 60000 and performance score > 85. like says since training > 200 or sales < 50000.
=TRIM(A2)
=IF(AND(D2>85,E2<50000),"Review Salary","OK") =IF(OR(D2>200,E2<50000),"Yes","No")

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