Personnel with a medium-level of Microsoft Excel can create templates for keeping track of each employee's number of days for vacation time. This tracker becomes a powerful management tool for many companies dealing with holidays, requests for time-off, and sick leaves.
When working with an Excel spreadsheet, HR has the complicated task of asking the employees to write down their vacation requests to input into the Excel file. Then, HR must check that there aren’t any other employees already on holiday during the requested days.
Afterward, they have to calculate the remaining number of days the employee can still request. HR of a big company with many employees needs a lot of patience to accommodate every request. They also need extra tutorials to improve their Excel skills.
Steps you need to follow for making a detailed Tracker Sheet
Your Vacation and Sick leave Tracker spreadsheet should be detailed to get all the data you need with ease. Make sure you know and describe all the steps that you need to take before the actual creation of your sick time tracker.
Here is a list with the most critical steps you need to follow for an efficient and detailed sick time tracker:
Step 1: Provide the names of the employees
Alphabetically organize the name of your employees or use their number for better identification. You can use a filter or a format feature that can show your employees' list per department so you can make sure that you are tracking the sick leaves of the specific and correct individual.
Step 2: Use an editable Sick Time Tracking template
Using a template can help you format the title, header, content specifications, and other areas of your sick time tracker in the most appealing and best manner possible. Make sure to edit the pre-formatted content of the sick time tracking template so that its specifications fit your requirements.
Step 3: Specify the exact period when the employees are tracked
Be specific when it comes to identifying the month and year where the attendance of your employees is being tracked for purposes of payroll creation and attendance performance evaluation.
Step 4: Highlight the days when your employees are scheduled to work
List down all of the working days of your organization. Thus, you can easily have a visual guide on when your workforce members are expected to be present at work. Make sure to identify work shifts and other considerations that can contribute to the clarity of your template.
Step 5: Identify the type of leaves
Know whether the sick leave being filed by an employee is paid or not. Aside from decreasing his/ her paid sick leave credits based on the number of days of absence from work because of sickness, the proper identification of the sick leave being used can help the HR department know whether certain pay-cuts need to be done or not.
Step 6: Use a legend or a symbol to indicate the absence of an employee due to sickness
Your sick time tracking can be a stand-alone document, or it can be a part of a general attendance tracking material. Therefore, you need to have specific legends or symbols that can enable the management and the HR department to quickly look into the days when an employee has been absent and used sick leave credits.
Step 7: Leave a blank space for important notes
To make your sick time tracking more usable, you can leave an empty space to take down notes. The sheet can help you set reminders and follow-ups, especially if there are still documents needed to be submitted by an employee. Consider the layout of your sick time tracker when adding this feature to the document.
Step 8: Check the efficiency and user-friendliness of the sick time tracking template
If you believe that your sick time tracker is complete and highly-usable, now it’s time to execute a test run. Make any changes, if necessary. Looking into the quality of your sick time tracking for several times can help you make sure that you will have an output that can contribute to the effective management, recording, and reporting of your employee’s filed sick time.
Download the Vacation and Sick Leave Excel Template