Staff organisation spreadsheets....

[Hitch]

Mrs Hitch has been tasked with setting up something on her works cpu system, that can be used to keep track of staff holidays, sickness, compasionate leave, maternity etc...

Shes drawn a blank.
Best i have come up with is using the MSworks calendar, changing categories for staff names. (only 20 or so staff)
That way you can select one staff member and add up holidays, check sickness levels...


Any better ideas....?

 

[madkayaker]

access data base? My pot seams to just use a spreadsheet

 

[Luke]

At work we run an excel spreadsheet for holidays. staff down the side, days of the year across. to save a bit of scrolling the year is split over two sheets.

 

[Hitch]

Luke, she looked at that, but could only see a way to manually enter the 365 dates.... any ideas to speed up the setup?

Edit, shes looked at doing that in MS works spreadsheet...

 

[Porschemaniac]

Sounds like a nice little Excel Spreadsheet jobbie.

The hardest part is the formatting; fitting 52 weeks into an easy-to-read space.

The tracking bit shouldn't be too hard - use an identifier in each cell - such as 'H' for Holiday, 'M' for maternity - etc. Then use a few COUNTIF functions to total the various (types of) days taken.

 

[Paul.]

I used to do mine on an excell spreadsheet, use a new worksheet for each member of staff, with internal links to a summary page on the front of the workbook to show sick days holidays, etc, I only had 12 or so people to track and it worked quite well, easy to add pages for new staff, and can keep personal details handy too.
I dont have the template now but it didn't take to set up, and it evolved a bit over the years to record such things as disciplinary hearings, accidents, etc.

 

[Archie]

Pretty sure if you enter two of three and then highlight them you can just drag the bottom right corner of the highlighted area along and it will fill in as may cells as you want with the correct dates. Ah, just spotted, MS Works (irony?). Not sure if it does work like that in Works.

 

[Luke]

MSworks is pretty rubbish in general.

Excel will allow you to click and drag in Weekdays, if you ask it to.

 

[Hitch]

Excel is the way then.... hopefully shell have it on the works lappy.

 

[rtbcomp]

Luke, she looked at that, but could only see a way to manually enter the 365 dates.... any ideas to speed up the setup?

Edit, shes looked at doing that in MS works spreadsheet...

In Lotus 1-2-3 format the column for dates, enter the start date in A1 (say) and in A2 enter +A1+1. Then drag (or replicate) A2 to the final cell in the column.

It will probably work for MS, worth a try.

 

[BillJ]

The hardest part is the formatting; fitting 52 weeks into an easy-to-read space.

Where I worked until recently, we had an Excel spreadsheet along those lines. Each month was on a separate page with a 13th page to summarise them all, e.g. holiday entitlement, days taken, days left, etc.

It was quite easy to use. We filled it in ourselves. It was an unofficial means of record-keeping because we couldn't find a way (I don't believe one existed) to interrogate the official holiday-booking system to find out this information.

 

[Hitch]

Well done RTB, easy when you know how!

 

[MarkMG]

If MS-works ain't up to it use Open Office, it is a free version of MSOffice