Macro-free compliance reporting workbook built to a 13-part specification
A macro-free Excel workbook that joins four HRIS exports into one compliance picture, with renewal tracking, department scorecards and an executive dashboard.
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An HR team was tracking three mandatory certifications — CPR, Handle With Care de-escalation training, and TB screening — for 172 employees, using four separate exports out of their HRIS. Nothing joined them together, so "who is out of compliance this month" was a manual reconciliation exercise every single month.
We built a single macro-free .xlsx workbook to a thirteen-part specification, joining all four exports on Employee Number. Because it contains no macros, it opens and runs anywhere — including Excel Online — with no security warnings and no IT approval to obtain.
Delivery took several rounds. Formulas that validated cleanly still returned #VALUE! in the client's actual Excel build, because some functions simply were not supported there. We rewrote the affected logic against what her environment really supported rather than what the spec assumed, and also supplied a one-page PDF summary and an Excel Online copy of the workbook to rule out download corruption as a variable.
During the build we surfaced a discrepancy between the renewal cycles stated in policy and those implied by the HRIS reports — a finding that mattered more than any single formula, and one we raised before delivering rather than after.
The client reviewed the final workbook, replied "it worked!" and released the milestone. A second phase covering birthdays, anniversaries, background checks and licences was quoted but not started.
Compliance for 172 employees across three certifications lived in four disconnected HRIS exports, making the monthly question of who is overdue a manual reconciliation. The solution also had to be macro-free to pass in the client's environment.
We built a single macro-free Excel workbook joining all four exports on Employee Number, with an executive dashboard, a master compliance page, per-training worksheets carrying days-until-due and colour coding, 30/60-day and overdue action lists, department scorecards on the client's own 16-department mapping, and a Config tab making the renewal cycles editable. Formulas were reworked across several rounds to run correctly in the client's actual Excel build.
The client confirmed the workbook working — "it worked!" — and released the milestone. A discrepancy between policy renewal cycles and the HRIS reports was surfaced before delivery. A quoted phase two was proposed but not started.
Category
Automation
Industry
Healthcare / HR
Year
2026
Components
0 repositories
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