However, if you want to see what a leave planner can do for you and your staff, this leave planner Excel template supplied by us at LeaveMonitor may help you and even encourage you to look into our systems further. HR is a difficult area to navigate and can take up many hours of staff time purely to input data in outdated paper spreadsheets, books or sending complex emails to-and-fro line managers to get time off approved for whatever reason. The LeaveMonitor leave planer Excel template can help with this — with one centralised Excel leave planning sheet. With this sheet you can input data swiftly, reach decisions quicker and upgrade from your existing leave planer systems. The Excel template is incredibly easy to use. In most cases the keys, tab names and spreadsheet tables are quite self-explanatory.

However, if you need a step-by-step guide on setting up the leave planer spreadsheet then feel free to follow our guide by Clicking on this link. This brief article will explain how to use this resource and how to make the best of it. Using a dedicated leave planner is essential for any modern and progressive business. Leave planning is important for a number of reasons but I will briefly focus on the reasons associated with staff wellbeing and the benefits this will have on your business. David Klose. But I wanted to see exactly how convenient these templates are. My review of 2 Popular staff leave planners for Excel Below, I review two popular staff leave planners for Excel. It breaks down different leave types, so you know how much time someone has taken for sick leave, holiday leave, etc.

For example, it can only pull in U. But between the two, TrumpExcel is the winner. Turns out, you have to click on each employee and then a dropdown menu pops up. Is it going to cost me dozens of hours? Probably not. But is it something that can be improved upon? Fortunately, the rest of the setup is relatively straightforward. Recording employee absence For day-to-day use, this spreadsheet template is pretty basic. To me, this makes this template staff leave planner almost useless: It doesn't track the different types of absence separately. No trends. Positives It has a clean look. The dates automatically adjust for the year. Downsides It's cumbersome to setup for such a simple excel spreadsheet. There's no absence data summary or management information.

TrumpExcel Right off the bat, I find TrumpExcel to be a much better thought-out and intuitive Excel template than what Microsoft Office is offering. The initial setup First, you download the template. So far, so good. This includes: How much leave someone has taken this month. How much leave someone has taken this year. The type of leave they have taken. What the different letters stand for. But back to the spreadsheet. Final impressions of TrumpExcel I had a lot of high hopes for TrumpExcel. Thanks for using the PTO tracker spreadsheet! Great employee vacation tracker, it makes my life a lot easier. The only thing I need to figure out is how to sort the names alphabetically we adding new employees.

Answer: I would recommend sorting your employee names with an online tool before entering them into the tracker template. Best absence tracker I have found. I am training my managers how to use it. This looks excellent! Is it possible to have a conversion to hours taken as annual leave vacation per day; our annual leave works in hours not days as staff work different shift patterns - UK. Thanks :. Answer: There's now a new option to track the absences in hours rather than days. Just select 'Hours' in the 'Track absences in' dropdown box when generating the template. Hopefully that helps cater for your needs! It would be good if we can have week numbers also mentioned in the calendar.

Answer: Week numbers have been above the dates. Thanks for the suggestion. You guys are awesome. To improve this template, I suggest these couple changes. Answer: Thank you so much for your kind words! I will drop you an email when the updated template is ready. I think the idea of being able to switch out the public holidays is a good idea, although it may be trickier to implement. I will definitely look into it. I think it is important for values on the weekends to still be counted in the off chance that someone does want to mark an absence on a non-working day. It would be useful in the holiday tracker to have sick days, but not just 1 full day, having a option to input half day sick days. Answer: We're working on a new version that will support this! Thanks for your feedback 🙂. Fantastic, customized for employees and year.

Simple Interface and easy to understand. It's perfect and 10 on Brilliant work guys!!! Brilliant, perfect employee attendance tracker for our small business, thanks a million. How do I add somebody in half way through the year or delete a leaver without messing up the macros? I have tried to make changes on the first page - January and the last page, totals but it does not follow through? Can you advise? It's a great holiday chart. Answer: Ofcourse, I've added two sections in the FAQ to cover your scenarios. Adding an employee and removing an employee. Improvement: That's a good idea. We've added a field for the number of months under the additional options section! This vacation tracker template has been a godsend for tracking all absence for staff, thank you so much.

Public holidays for the UK would be nice but can be entered easily. Love it!!!! One Thing missing was public holidays which i have added as a Absence Type. How can we reach out for more templates? Answer: The public holidays type is a good idea! You can reach us from our support page! Answer: Maybe we could add a section for types that don't count as an absence. If more people ask for this we can add it :. Improvement: Added the year above every month to make it a bit clearer. Hi, Is there that I can add in additional leave types for example - exam leave, study leave, certified sick leave, uncertified sick leave? Answer: Ofcourse, adding an additional leave type is not too tricky. I've added the answer to the FAQ. Hi, Is there a way that I can add in Public Holidays so that they are treated the same as weekends?

Answer: Weekends only marked a different colour for convenience and do not affect calculations. You may change the colour of public holidays to match weekends if you like. Fix: Fixed a bug where templates which don't start in January showed the wrong dates when the year ticked over. In the totals page it need to have a breakdown of totals by code so you can tell straight away how many days annual leave have been had. Status: Added a breakdown of absences by leave type on the totals page. Brilliant fantastic - thank YOU so much, saved so much time tracking time off XXXX. If you link the names from Jan all the way through each month it might be useful. Also, you should have a Bank Holiday tracker that can be set for each month. Status: Names are now linked from the names in the first month. Status: Weekends non-working days are highlighted with a lighter colour.

Here are some answers to frequently asked questions about maintaining the template once it's downloaded. You can simply select the bottom row of the table and drag the little square at the bottom right the fill handle down to the next row. Excel will automatically adjust the formula on your new row to work. You will need to do this on every tab in the template, including the totals tab.

A lot of businesses use Excel spreadsheets as a way to handle their staff leave. On the surface, this makes sense. At the end of the review, I also talk about Timetastic — which is an alternative to messing around with spreadsheets — where your staff leave is handled automatically by software. You get one tab for each month, your days of the month across the top, and employee names on the left-hand side. Personally, I think this is awkward. You simply input the year you want to track absence for it works with calendar years. It has three different types of staff leave already plugged in Holiday, Personal, Sick — and you can create another two custom reasons for absence. This could be for sabbaticals, training, or whatever you want.

For day-to-day use, this spreadsheet template is pretty basic. You just type in the square what type of absence the person had. On the right, I can see Sarah has had a total of 10 days off. But the problem is those 10 days are very different from each other. If I used this template, my staff would still have to approach me directly by sending me an email, sticking a post-it note on my computer, or completing a paper staff holiday request form. But for the task — the entire process of managing staff leave and keeping track of staff absences — it covers just one tiny piece of the jigsaw. Right off the bat, I find TrumpExcel to be a much better thought-out and intuitive Excel template than what Microsoft Office is offering. First, you download the template. Not a huge issue, you can just make it wider, but if you go too wide then you risk messing up the formatting.

Second, what do you do when someone leaves your team? This could mean hiding the row or copy and pasting it down further below. You can see that when you put in a leave type, the cell is filled with a dark red. But at a quick glance, they all look like the same leave type. I was curious what that meant, and after some fiddling, I figured it out. It looks like TrumpExcel only pulls in holidays for the U. I had a lot of high hopes for TrumpExcel. The creators of this template definitely put a lot of thought into it. Keep reading if you want to see how staff leave software can easily and affordably solve these problems, while helping you automate your entire leave process. Or any spreadsheet template for that matter.

If you want to see how Timetastic works for your business, start your free trial today. Or keep reading to see how it solves the more annoying problems with spreadsheets. Someone on your team books a holiday for the first week in May. This is important for record-keeping. Chaos ensues. They will have their 3 paid days off at the start of week one, then their normal 2 days off at the end of week one, then their normal 2 days off to start week two. This is just inconvenient, and it only gets worse the bigger your team gets. You can easily get dates wrong or select incorrect leave types, which causes inaccurate record keeping, which creates a lot more problems to fix down the line. With Timetastic, everything is automatically tracked. It does all the calculations for you. Plus, the dates they took off are automatically marked on the company-wide time off Wallchart.

Easy peasy. Even when you have an awesome spreadsheet set up, your team will still need to Slack you, text you, email you, or write a note and leave it on your desk. When you use Timetastic, you have a convenient way for your team to book a time off request. They simply send it through Timetastic, either on the mobile app or their web browser. Their request goes to your inbox, where you can approve or decline it. Note: Thanks to our Slack and Microsoft Teams integrations, you can also easily approve or decline holiday requests through those apps. If you want, you can let Timetastic really take the load off.

When you set up your parameters like this, Timetastic knows which leave requests it can automatically approve or decline, and which ones need to be routed to a specific approver for their final say. Instead, you can simplify your staff leave process with Timetastic :. Start your free Timetastic trial today. David is a content writer based out of Phoenix, Arizona. He has written for SaaS and e-commerce companies. David Klose. But I wanted to see exactly how convenient these templates are. My review of 2 Popular staff leave planners for Excel Below, I review two popular staff leave planners for Excel. It breaks down different leave types, so you know how much time someone has taken for sick leave, holiday leave, etc.

For example, it can only pull in U. But between the two, TrumpExcel is the winner. Turns out, you have to click on each employee and then a dropdown menu pops up. Is it going to cost me dozens of hours? Probably not. But is it something that can be improved upon? Fortunately, the rest of the setup is relatively straightforward. Recording employee absence For day-to-day use, this spreadsheet template is pretty basic. To me, this makes this template staff leave planner almost useless: It doesn't track the different types of absence separately. No trends. Positives It has a clean look. The dates automatically adjust for the year. Downsides It's cumbersome to setup for such a simple excel spreadsheet. There's no absence data summary or management information.

TrumpExcel Right off the bat, I find TrumpExcel to be a much better thought-out and intuitive Excel template than what Microsoft Office is offering. The initial setup First, you download the template. So far, so good. This includes: How much leave someone has taken this month. How much leave someone has taken this year. The type of leave they have taken. What the different letters stand for. But back to the spreadsheet. Final impressions of TrumpExcel I had a lot of high hopes for TrumpExcel. How do you handle time off requests? David Klose David is a content writer based out of Phoenix, Arizona. Recommended for you. Blog Home The best annual leave calendar for your business David Klose. Blog Home The best way to track employee time off: plus, 2 alternative methods David Klose.

Blog Home The best employee holiday booking system 3 key benefits David Klose.

This is for display purposes only, they are given no special treatment when absence totals are calculated. How much leave someone has taken this year. Recording employee absence For day-to-day use, this spreadsheet template is pretty basic. so easy to use. Using the excel template for leave planner The Excel template is incredibly easy to use. I would love when I add Absence Types I could add more colours.

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