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Need to create a vacation tracker for 350+ employees

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    Need to create a vacation tracker for 350+ employees

    We currently track vacations in three ways - a book with a sheet in it for each employee, a calendar in email for making sure people aren't overlapping, and the physical request form for making sure employees get paid at the right time for their vacation. I am trying to combine all these functions into one spreadsheet (since we don't have any kind of HRIS program) and I'm getting stuck, even when I give up trying to get the last one in.

    I'm using the Employee attendance tracker template, and it's almost exactly what I want, in that it shows how many vacation days are used, how many are left, and has tabs for each quarter so individual days can be marked off (which combines the first and second functions into one). HOWEVER, our employees vacation resets on their anniversary date, not a calendar, so it's not working as is.

    Does anyone have suggestions for tracking vacations by anniversary date in Excel? I tried adding extra tabs for previous and future quarters and noting the hiring date, but I run into problems when an employee schedules time far in advance, after their anniversary date. (Ex. it's July, an employee resets in September, and submits requests for August and November.)

    I'm in luck (I suppose) in that I'm not worried about accrual or any other kind of leave, but I fear I'm stuck with paper forever since we have no budget for software. I attached what I've got so far (with dummy information), and any suggestions would help.
    Attached Files Attached Files

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    Re: Need to create a vacation tracker for 350+ employees

    The company should get some proper HR software. It will pay for itself in time saving alone.

    Do you advance vacation credits or can they only be taken up to the amount actually earned? If vacation credits are "advanced" at the beginning of a Fiscal year, the problem becomes one of subtraction of days used until the credits are exhausted. If the credits are not advanced, then the computation is much more complicated.

    One thing often overlooked are "conflicts" in vacation scheduling. Are personnel who cover for each other scheduled at the same time? Is there a backup if the "cover" employee is sick?...this becomes complicated very quickly.
    Last edited by newdoverman; 07-19-2013 at 04:46 PM.
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    Re: Need to create a vacation tracker for 350+ employees

    The time is given in full to each employee on their anniversary date, no accruing required. But everyone's date is different, which is where I'm running into trouble.

    Also I'm not worried about computing conflicts or anything like that - I can look at the individual dates when I'm putting them in and see that there is or isn't an issue.

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    Re: Need to create a vacation tracker for 350+ employees

    I think i have the same problem, but for a different type of issue. Take a look at my question here:

    http://www.excelforum.com/excel-prog...nce-issue.html

    But i think for something as critical as what you are talking about newdoverman is 100% correct. Excel is not the program for something this critical. Just my opinion.

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    Re: Need to create a vacation tracker for 350+ employees

    Haha, I might be able to get some software for it if paper magically stopped working somehow, but until that happens, I have to work with the (free) tools I already have.

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    Re: Need to create a vacation tracker for 350+ employees

    A formula something like this might be what you are looking for. Enter in G6 and copy down.

    Formula: copy to clipboard
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    I did this quickly.....after a beer so it may need some adjustment

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    Re: Need to create a vacation tracker for 350+ employees

    Thanks for that. I took a look at it and it seems like that's a way to count the number of vacation days they start with. What I'm looking for is a way to count the number of days they have left, taking the hire date in column E into effect. AKA, only count the marks in date columns on other sheets if it's before the date in column E.

    To expand further:

    If someone's hire date is 5/16, I would want it to count only the marks in columns on the 2013 Q2-2014 Q2, 5/16-5/15. My guess is that's probably overly complicated, and is probably going to require modification for each individual column C formula on all the non-YTD tabs.

    So my question is: do I just need to individually modify each column C formula on each tab, and then modify the YTD column C so it only grabs the relevant quarters?

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    Re: Need to create a vacation tracker for 350+ employees

    I entered a new worksheet at the end of the workbook called END. Use this as a template and enter all new sheets between the summary and the end and the calculations in the summary sheet will not have to be changed.

    I would use a different code for vacation time in the future as those are only planned times and not times actually taken. All V values in the future, I changed to PV (Planned Vacation). Change PV to V when the vacation actually happens. Doing that will allow you to use a summary formula in column C if and only if the names remain in the same row. Enter this in column C and copy down:

    Formula: copy to clipboard
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    Enter this in G6 and copy down:

    Formula: copy to clipboard
    Please Login or Register  to view this content.
    Attached Files Attached Files

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    Re: Need to create a vacation tracker for 350+ employees

    Yeah, the process of adding employees in is going to be annoying, since I'll want to keep them in alphabetical order.

    Your V vs PV idea is good. I may have to add another column on the summary page to account for those, as I have people who will schedule blocks of time in advance and then still leave open the possibility of taking additional time between now and then, so I'll need to know how many scheduled days they have as well.

    Thanks for your assistance. I'm going to try downloading all the employees into the sheet and see how this scales up to 350-400 employees.

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    Re: Need to create a vacation tracker for 350+ employees

    When you add the employees, just copy the formulae down the summary worksheet. When you sort the employees into order be sure to select all the data for all the employees and sort. Repeat this for ALL of your worksheets so that the order remains the same. If you don't, then the formulae will have to be drastically changed in order to accommodate that.

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    Re: Need to create a vacation tracker for 350+ employees

    Thanks to every one. I was wondering to find attendance template for my store employees finally i get it.

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    Re: Need to create a vacation tracker for 350+ employees

    Quote Originally Posted by xlstemplates View Post
    Thanks to every one. I was wondering to find attendance template for my store employees finally i get it.
    Thanks for the feedback, always good to see when older threads still help people
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