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Keeping track of employee training

  1. #1
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    12-26-2005
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    Keeping track of employee training

    Hi all! I am trying to set up an Excel spreadsheet that will list all of the employees in our department, along with all of the training each employee has. I would like to set it up so that I can keep track of when an employee's training certificate is about to expire (probably with colour codes: yellow when a training certificate is due to expire in 3 months and red when a training certificate is due to expire in 1 month).

    Yes, I know there are lots of posts on this topic but I don't have any formal excel training and I can't seem to find any templates to even set up what I am trying to do. I would be very grateful if someone could email me (or catch me on MSN) and send me a copy of any templates they may be using to keep track of the same things I am trying to do.

    I did manage to set something up but I am totally confused as to how to get the formulas set up. If someone is willing to put in the time, I could send them I have and then maybe they could set things up for me. I don't need to send our entire staff list, I would only send a few names and then I could figure out the rest myself by changing the formula to match the different cells.

    Thanks for your time and consideration!

    email/msn: [email protected]

  2. #2
    pinmaster
    Guest
    Attach your worksheet to one of the post and people will be glad to take a look at it.

    Note. you may need to zip your file in order to upload it.


    Regards
    JG

  3. #3
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    12-26-2005
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    Here is what I have so far. It is very simple and the colours are just for effect but it will give you an idea of what I am trying to set up. Each training categoy (eg. CPR, First Aid, PPCT) will have its own expiration date. For simplicity purposes, I just made it all 1 year.
    Attached Files Attached Files

  4. #4
    pinmaster
    Guest
    Made a small test sheet, hope it's what your looking for.

    Regards
    JG
    Attached Files Attached Files

  5. #5
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    12-26-2005
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    Thanks m8! That is awesome! I wish I could take credit for it when I go back to work next week. lol. I really appreciate the help. This new position I have at work is going to keep me busy so you'll probably see some more questions from me in the future. :-)

    Thanks again!


  6. #6
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    12-26-2005
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    I ran into a small problem. I have sheet 1 with staff listed alphabetically and sheet 2 with staff listed by shift platoon (4 groups of 7 people each). How do I arrange it so that changes I make on sheet 1 will also appear on sheet 2.

    I know there is a way to do this because I found a partial answer on google, but the problem is that what is in cell C4 in sheet 1 is not the same as what is in cell C4 in sheet 2 and so on and so on. Both sheets have the same info but it is all arranged differently.

    Is it possible to solve my problem without having to enter the data twice? (once on sheet 1 and then again on sheet 2).

    Thanks!

  7. #7
    pinmaster
    Guest
    If your setup is the same as what you have on your "Attachment" then you could use a VLOOKUP formula to return the values in the same row as "Complete":

    =VLOOKUP($A1,Sheet1!$A$1:$G$1000,COLUMN(C:C),0)

    copied across

    and for the values on same row as "Expires":

    =OFFSET(INDEX(Sheet1!$A$1:$A$1000,MATCH($A1,Sheet1!$A$1:$A$1000,0),0),1,COLUMN(B:B))

    also copied across

    HTH
    JG
    Last edited by pinmaster; 01-01-2006 at 12:42 AM.

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