On an HR Dashboard or Balanced Scorecard it can be useful to show a summary of recent employee relations case work, things like disciplinaries, grievances, long term sickness, redundancies, maternity leave etc. But often a manager only wants to see information for a specific department. If they had all the data that would filter or sort it to their heart’s content, but on an HR dashboard this is just one of many summaries that you are delivering in a small space. So you want to give them a way of selecting the department themselves and seeing only the relevant data, without needing to look in detail at the source data.
Here are two spreadsheets to help:
How to get set up:
1. Save both files onto your hard drive or network
2. Open the file called XLCalibre HR Dashboard Employee Relations Summary.
3. Enable macros where prompted.
4. Use the Browse button to select the file called XLCalibre HR Dashboard Employee Relations Source.
Now you’re all set up. Select cell A1 and type a department name (try something like Sales, Finance, IT, Marketing, R&D) – note that it is case sensitive. The list of employee relations cases will change.
And there you have it, an interactive summary for your HR Dashboard. Clearly this could be adapted for any number of uses in HR (reasons for absense, roles recruited, new starters or leavers etc) or other areas like sales (new orders by client, new clients by business development manager etc).
Let me know what you think, it’s great to have feedback. And if you like HR Dashboards, we have other HR Dashboard posts here!
Or, if you’d like to see some wacky macros check out the Just for Fun section!