I built this course after HR people told me where their week goes: the same Excel files, reports and trackers, rebuilt by hand every time. In the session you work on your own tasks, with the tools your company already has, so there is nothing new to buy.
Eric Yap, Trainer, Technicity Sdn Bhd
Who it is for
- HR staff and HR executives
- Anyone in HR who spends the week on Excel, reports and trackers
A half-day course for HR staff and HR executives on the repetitive work they already do: mapping it, getting reliable drafts and summaries, and automating Excel and the workflows around it, with the tools their employer already licenses, such as Microsoft 365, Power Automate, Power BI or Google Workspace. No vendor is taught as a product, and no programming background is needed. Each participant works on their own tasks and leaves with an automation plan for three of them, one drafted and ready to try.
What the morning covers
9:00am to 1:15pm, with a 15-minute break. By the end, participants will be able to:
- List the repetitive tasks in their own HR work and choose the ones worth automating.
- Write structured instructions for drafting and summarising HR documents, check the output, and say what employee data must not be entered.
- Describe how to automate an Excel task or workflow, and the source-data upkeep that lets a report update without manual work.
- Write an automation plan for three of their own tasks, with one drafted and ready to try.
Module 1: Mapping repetitive HR work
- List the recurring tasks, the time each one takes and what triggers it
- Name the rules that decide the outcome of each task
- Exercise: pick the tasks worth automating
Module 2: Reliable drafts and summaries for HR tasks
- Structured instructions for drafting, summarising and answering policy questions
- Checking the output before it is used
- What employee data must not be entered
- Exercise: write and check an instruction for one of the participant’s own tasks
Module 3: Automating Excel and the workflows around it
- Formulas, Power Query clean-up of HR system exports, and simple scripts
- Self-updating project trackers and Gantt charts from a task list
- SharePoint lists, approvals and automatic reminders
- Keeping source data clean so Power BI dashboards and scheduled reports update without manual work
- Exercise: automate one Excel task or workflow of the participant’s own
Module 4: Own-task workshop
- Each participant works on their own tasks
- Each participant writes an automation plan for three of them
- One of the three is drafted and ready to try
Format and course facts
- Course
- Automating Repetitive HR Work With the Tools You Already Have
- Duration
- 4 training hours
- Schedule
- Half day, 9:00am–1:15pm, with a 15-minute break
- Format
- Live online public session, or in-house for one company (live online, or at your premises)
- Fee basis
- Public session: per participant. In-house: per group. The quotation sets out the fee.
- Group size
- 5 to 10 participants
- Language
- Materials and sessions in English.
- Trainer
- Eric Yap, HRD Corp TTT certified trainer
- Provider
- Technicity Sdn Bhd (202301006728), HRD Corp Registered Training Provider, Kuala Lumpur
- HRD Corp
- Registered with HRD Corp under the HRD Corp Claimable Courses scheme. Training Programme No. 10001773185: your HR enters it in eTRiS when applying for the grant.
How the claim works
- I send the quotation, training schedule with course content, and trainer profile — the documents HRD Corp lists for the grant application.
- Your HR applies for the grant in eTRiS before the training date, using the course’s Training Programme No. Once the grant is approved, in-house training can run from 14 days after approval. A public session can run from 3 days after approval until 31 December 2026, and from 14 days after approval from 1 January 2027. The training must start within 90 calendar days after that 3- or 14-day period ends.
- Training runs. Attendance is recorded for HRD Corp.
- After the training, Technicity submits the claim to HRD Corp; your HR signs the joint declaration.
What HRD Corp reimburses is decided by HRD Corp under your company’s levy account, and I do not quote amounts for it.
Request a quotation
I reply with a quotation within two working days. No obligation.
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