Overview of Steps
1. Enter Settings (one-time) - customizable per your organizational requirements
2. Enter the List of Employees and relevant details in the EMPLOYEES sheet
3. Enter Skill Levels (Actual Vs. Expected) against each required Skill for all the employees in the SKILLS sheet
4. View Dashboard and take actions
Detailed Understanding of each Step
1. Enter Settings
In the Settings sheet, you can enter the values for each of the key fields which shall be used in our Dashboard.
Important: Enter the Status to represent employees currently in the organization. This list exists to change the language or term. The Dashboard will populate Employee with Active or anything that is present in the status.
As shown in the image below enter the other details that are applicable.
Next, enter the Skill ID and Skill Level as defined by your company. Please note that the Dashboard supports a maximum of 4 Skill levels and corresponding to a maximum of 25 different Skills.
Enter the Age Group and Tenure Group as the same is used in our Dashboard filters.
You can group age into buckets and define a threshold for each.
Similar to Age Group, you can define Tenure Group. Tenure is the duration the employee has been with the company.
2. Enter Employee Data
Enter the Employee Name and other relevant details as required in the sheet. Entering data in this sheet is quite straight forward. The template provides drop-down in fields to assist clean and quick data entry.
3. Enter Skills
Once after the employee details are entered, the Employee Name, Department and Status gets auto-populated.
The Skills (as given in Settings sheet) is also populated.
For each employee, from the drop down select the relevant Skill Level for each Skill (as given below)
If employee skill level changes or if the expectation changes, update the sheet with new information.
4. View Dashboard
Once the above steps are done, view the fully automated report.
a. Dashboard: Get key metrics like Total Employee and Total Under-skilled Employee and its percentage.
You can also view count of employees for each Skill Level for both Actual and Expected Skill Levels.
View Under-skilled Employee % for different Skills required and Under skilled Employee against different department. Take corrective actions specifically targeted on Skill or Department.
Another important report is the Skill Matrix of Actual Vs. Expected Skill levels for all active employees.
b. Under-Skilled Employees: Get a detailed view of under-skilled employees like their Department ,Skills and the Actual Vs. Expected in the report. This can be used to curate specific skill-based training programs.
All the above charts can be filtered by several filters for further analysis. The list of filters is shown below.
With these simple steps and minimal, hassle-free data entry, your own HR Skills Dashboard Excel Template is ready within minutes.