cellio

Excel for HR: Headcount, Tenure, Leave and Salary Formulas

Excel formulas for HR teams: headcount by department, tenure with DATEDIF, leave balances, salary bands with lookups, turnover rate and clean employee lists.

By Ayoub Farid · · 1 min read

HR teams handle employee lists, leave, salaries and reports, often exported from an HRIS and cleaned in Excel. These formulas cover the common tasks.

Headcount

  • Total active: =COUNTIF(F2:F500,"Active")
  • By department: =COUNTIFS(C2:C500,H2,F2:F500,"Active"). See COUNTIFS.
  • New hires this year: =COUNTIFS(D2:D500,">="&DATE(YEAR(TODAY()),1,1))

Tenure

=DATEDIF(D2,TODAY(),"y")&" y "&DATEDIF(D2,TODAY(),"ym")&" m"

Tenure bands for reports with IFS. See DATEDIF.

Age

=DATEDIF(E2,TODAY(),"y")

See calculate age. Handle personal data carefully and only where it's needed.

Leave balance

=Entitlement-SUMIFS(Leave!$D:$D,Leave!$A:$A,A2,Leave!$C:$C,"Annual")

Salary bands

Band table sorted by minimum salary, then:

=XLOOKUP(G2,$M$2:$M$8,$N$2:$N$8,,-1)

See XLOOKUP.

Turnover rate

=Leavers/AVERAGE(StartHeadcount,EndHeadcount)

Format as %.

Clean employee lists

Names in caps with extra spaces: =PROPER(TRIM(A2)). Duplicate IDs: =COUNTIF($A$2:$A$500,A2)>1. See TRIM and remove duplicates.

Frequently asked questions

What Excel skills do HR professionals need?

COUNTIFS, SUMIFS, DATEDIF, lookups, data cleaning, pivot tables and basic charts.

How do I calculate employee tenure in Excel?

=DATEDIF(start_date,TODAY(),"y") for years, plus "ym" for months.

How do I calculate turnover rate in Excel?

Divide leavers by average headcount for the period.

How do I count employees by department?

=COUNTIF(department_range,"Sales") or COUNTIFS with a status condition.

Keep reading