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Looking for help making employee days work and holiday tracker more user friendly.

  1. #1
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    Red face Looking for help making employee days work and holiday tracker more user friendly.

    Hi,
    I inherited an hours worked and holidays earned/taken spreadsheet from a colleague at work.
    I've managed to make it work correctly however it's very cumbersom and not very user friendly.
    I did manage to make a User Form to add new employees however that was after hours of scouring the internet for help and using very basic VBA of which I have little or no knowledge.

    I'm hoping someone would be able to take a look and help me out with streamlining it.

    If this isn't the done thing here, let me know and I'll struggle on with what I have

    Basic requirements of the excel document:
    Have a summary sheet where you can view each employees:
    - total holidays carried over from previous year
    - total days worked for current year
    - total days paid for current year
    - total holidays owed for current year
    - total holiday days earned for current year
    - total holidays recouped in current year
    - bank holidays eligable for in current year
    - total holidays remaining for current year

    Then for each week, I need to be able to fill in whether the employee has worked each day and whether they have been paid for that day (we operate a system where you can extra days you work and then take them off and get paid at a later date).

    I also need to be able to calculate whether an employee is eligable for bank holidays. The ruling is if they have worked 40 hrs in the previous 5 weeks, then they are entitled to the bank holiday. I'm currently using a long winded formula to work this out.

    also if anyone can tell me how to attach an excel file, that would be great. can't seem to get the attachment on here


    Thanks,

    Cormac

  2. #2
    Forum Contributor LokeshKumar's Avatar
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    Re: Looking for help making employee days work and holiday tracker more user friendly.

    Hi,
    Thanks for explaining.
    This is time taking task, wherein you need to create a sort of database to manage leaves, holidays, total worked days.
    With VBA you can automate things but if you want to records things then it requires brain storming.
    You can upload the file, I will have look.
    Lokesh Kumar
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    Forum Guru Pete_UK's Avatar
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    Re: Looking for help making employee days work and holiday tracker more user friendly.

    To attach a file, click on Go Advanced at the bottom right corner of the edit window while you are composing a post, then scroll down to and click on Manage Attachments - a new window will pop up. Click on Browse, then navigate to the file icon that you want to attach and double-click it, then click Upload | Close this window to get back to your post, then Submit Reply when you have finished.

    Hope this helps.

    Pete

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    Forum Moderator AliGW's Avatar
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    Re: Looking for help making employee days work and holiday tracker more user friendly.

    To attach a sample workbook, click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.
    Ali


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  5. #5
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    Re: Looking for help making employee days work and holiday tracker more user friendly.

    Here's the file.

    thanks for your very quick and positive comments so far!
    Attached Files Attached Files

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    Forum Expert newdoverman's Avatar
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    Re: Looking for help making employee days work and holiday tracker more user friendly.

    My 2 cents worth:
    I would do this job very differently (I did for many years using a database but it can be done in Excel). Do away with the monthly worksheets and replace with one worksheet arranged vertically and record the dates present and absent by using codes for the different types of absence. You could have a columns for overtime and times with shift differential if you have them.

    This type of arrangement would allow you to make use of Pivot Tables, Filters etc. to summarize and make reports as needed and you wouldn't have to create a new set of worksheets each year...just continue on with the same worksheet.
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    Re: Looking for help making employee days work and holiday tracker more user friendly.

    Hi LokeshKumar,

    just wondering if you were able to take a look at the file to see if you could advise on any way to make it simpler?

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    Re: Looking for help making employee days work and holiday tracker more user friendly.

    Hi Newdoverman,

    I probably don't understand exactly what you are proposing but would it not just be my existing document just on 1 worksheet and arranged vertically instead of horizontally?

  9. #9
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    Re: Looking for help making employee days work and holiday tracker more user friendly.

    Basically, yes it is a re-arrangement of the data from a multi worksheet horizontal arrangement to a single worksheet vertical arrangement. This would greatly simplify all calculations, report generation etc. You could then use Pivot Tables to create various reports, use the filters to filter out the records for individuals in specific time periods even if they cross months or even years.

    The multi-worksheet horizontal arrangement is very awkward to work with and this can easily be rectified by using a vertical arrangement.

    Along with arranging your data vertically, use codes in a single column to identify the various leave types.

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