kl@thecareercafe.co.uk

STROUD, United Kingdom · 22 Items

Excel Holiday and Absence Tracker

Manage Your Staff's Holiday and Leave Easily with This Downloadable Staff Rota Template

As soon as you have downloaded your template you can get started with your holiday leave management. Save a spare copy of the file, just in case you make a mistake in your working file. After the file is opened you will need to "Enable Editing" and "Enable Content" in order to make changes and allow totals to calculate.

Instructions

There is a sheet titled, "instructions" which tells you how to use the document.

Bank Holidays

Firstly, you'll need to go in to the 'Bank Holidays' sheet above and update it with the bank holidays for your country. The current file has been updated with UK bank holidays for 2017.

Annual Holiday and Leave Allowances

Go the tab, 'Back End' and update your annual leave allowances in column M. It is set to 20 days for holiday at the moment, but change in accordance with your own policies, along with the other leave allowances in column 'M'. Great, you are now set to start recording holiday.

Recording Holiday

Click on the Leave Form' Tab and you'll be able to enter staff holidays. Enter the name of the person taking holiday, the start date and end date of leave and the type of leave, which is chosen from a select box. The system will calculate the number of working days. You can enter more than one leave record at a time. At the end, just click enter and your leave records will be submitted.

Monthly Analysis

You can view all the leave records for the month by clicking on the monthly analysis tab. You can view alternate months by changing the year or month setting in the top left. This view makes it easy to compare holidays and plan absences.

Yearly Analysis

This view enables you to see the aggregated leave by year for each employee. It also has a Bradford factor traffic light system, to let you know if there are any strange leave patterns. If the box shows red, your staff's attendance pattern may be causing disruption to your team.


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