Employee Tracking Help With Data Validation

[travis0123456789]

Hello!

I found a spreadsheet on this forum that tracks attendance in a rolling 90 day period (attached named Attendance Tracker_test 2). We're currently incorporating it into our attendance policy.

While doing this, we decided it would be nice to track every employee's attendance AND if we've reviewed counseling documents with them.

I've created the attached sheet named 1.4. I'm struggling with 3 things:

1. In the occurrence tab, how do I make the Policy>Disciplinary Action>Occurrence drop downs dependent upon each other. (If I used the Policy drop down and select something, how do I change what appears in the disciplinary action drop down, etc.)? I used Data Validation to create the drop down menus but they don't seem to have any bearing on anything?

2. Is there a way to track each employee's performance per month? I.E. one employee had 3 write ups in the month of August, and as a department there were 23 write ups, or whatever?

3. Would I be able to combine the attendance spreadsheet with this to track overall employee performance easily?


Any and all help will be appreciated. I am in a little over my head with this.

[Bo_Ry]

For Question 1. , I make instruction in Sheet formula. Please check attached file

1. Arrange column according to Occurrence sheet, select Column D > Ctrl+X > right click at column C > insert Cut cells
2. sort by press Alt A S S then add level as in the Pic 2.
3. select column F > Press Ctrl + + to insert 2 columns
4. select column B:C > Press Alt A Q > set as image below
5. Select Sheet Occurrence E2:E4, Alt A V V > list > enter formula

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6. Select Sheet Occurrence F2:F4, Alt A V V > list > enter formula

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[travis0123456789]

Wow, thank you for your help!