On June 26, 2014, Cathie Quimson and Patricia Cruz of our Finance team discussed and demonstrated the use of Excel to improve our data management skills and to easily track our candidates. They showed us how the software can be used to monitor the company’s performance and indicate the contributions of a consultant. Being able to create accurate reports, manage and analyze data more effectively and execute better time management are just some of the additional benefits, among many, that we can perform with its use.
Microsoft Excel is a spreadsheet program that was released in 1987. Excel has been upgraded and enhanced numerous times with every succeeding version. The most common versions of Excel are 2007 and 2010. Excel 2010 has more rows and columns for managing more information but has more complicated formulas than Excel 2007.
The talk was divided into different segments, such as the new interface, the ribbon where different tabs are located, and its functions. Commands like Sort and Filter will help the user find, without difficulty, the candidates who were processed for a specific account. For easy tracking, recruiters can attach the candidates profile using hyperlink in excel and resumes can be easily viewed. When computing the team’s midyear standings, one can put a simple computation and it will automatically show its results. For printing trackers, we only need to use the scale to fit function and all the information in the worksheet can be printed in a cohesive manner.
For more advanced usage, one can use Pivot and HLookup or VLookup in creating reports and graphs for meetings with thorough details and statistics on a specific requirement. Formulas such as Autosum or Average are helpful for billing purposes. Format Lock can be used to store information that other users cannot change or edit. Lastly, using Macros, a set of instructions given to Excel to accomplish a certain task, can make new trackers in one command. These are some of the few advanced commands Cathie and Patricia shared during the talk to simplify complicated tasks.
As new clients and requirements come and go, recruiters constantly update their trackers in order to revisit potential candidates for new openings or to get possible referrals. It would be an arduous task to check each resume one by one to obtain the contact details and qualifications of a candidate whenever a new requirement arrives. That task alone is very time consuming. With Excel, recruiters will be able to manage their time wisely and effectively.
Karla Fuentes, Research Associate
MatchPoint HR Solutions, Inc.
Wholly Owned Subdiary of KSearch Asia Consulting, Inc.