A SWOT Analysis is a structured brainstorming and evaluation tool used to identify your internal Strengths and Weaknesses and external Opportunities and Threats. You can use a …
Free Excel Template : Employee Leave Tracker
- Download The Template File
- Extract The Zipped File
- Use the Template
Introduction of this Excel Template :
The free Employee Leave Tracker excel and spreadsheet template allows you to track sick leave, vacation, personal leave, paid and unpaid leave of your employees and staffs. You can record either full day or half day leave for any number of employees and summarize the results on both a monthly and yearly basis with the help of Free Excel template for Employee Leave tracker. The template can also be used to create a leave schedule or shift schedule. This template can be useful for small and medium sized companies, firms and start ups to manage the leaves and attendance of their employees.
Basic Introduction to Free Employee Leave Tracker Template in Excel :
You can use this spreadsheet as both a leave tracker and a leave schedule. If you are entering planned leave, then you’ll need to realize that the YearToDate (YTD) worksheet is counting everything you’ve entered in the 12 monthly worksheets (not just the leave used up to the current date). In that case, it may be more accurate to call the “Year To Date” worksheet a “Yearly Summary” instead.
How to Use Employee Leave Tracker Excel Template ?
- STEP 1: Edit the Year and Labels in the YearToDate (YTD) worksheet
You can edit the labels in the Year worksheet and those changes will carry over to the monthly worksheets automatically. By “labels“, it means the types of employee leave (Sick, Personal, paid, unpaid, as the case maybe) and the letters used for different types of leave. This template allows you to track up to 6 different types of employee leave (Download the template to check the types of leaves). If you need to track more than that, it is possible to add more columns, but doing so will require familiarity with Excel and editing formulas.
- STEP 2: Enter Employee Names in the YearToDate (YTD) worksheet
Enter the list of Employee Names in the YearToDate (YTD) worksheet. The monthly worksheets use formulas to look up the name based on the Employee ID, so you won’t need to enter the Employee Names in each separate worksheet. The activity happens automatically in the other monthly sheets. The Employee ID column is used in lookup formulas, so it is critical that you use unique Employee ID values. The template includes rows for up to 30 employees. You can add more rows by inserting rows above the bottom gray row and then copying formulas down from the previous row. You’ll need to do this in all worksheets, and make sure the employee IDs are correct.
- STEP 3: Save a Backup of the Template
To make things easier for next year, save a backup copy of the template at this point. You can use it as the starting point for your leave schedule for future years.
- STEP 4: Use Monthly Worksheets to Record Leave
The main limitation of this template has to do with counting leave based on days rather than hours. If you want to track leave on an hourly basis, see the Vacation Accrual template.
The drop-down lists in the Monthly worksheets allow you to select the letters associated with the different types of leave. If you want to track half-days, you can change “V” to “HV” or “VH” to count a half-day. Look at the formulas in the “Totals” columns to see how this works.
Last but not the least, the color scheme of this excel template for tracking employee leave is set to green and blue mix. Color Scheme is changeable as per the requirement. If you want to present the employee attendance summary in presentations and showcase the efficiency of human resources to the management, then you can explore various business presentation charts, graphs and templates and designs at SlidesGeek.
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