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Tracking recurring meetings in Excel – have you had your one to one meeting this month?

by admin | Nov 1, 2018 | Tracking Training Records in Excel

A while back I was working with a company and one of the issues that came up was how to track if managers had completed their monthly one to one meetings with their staff.  They needed to see who had completed them and who hadn’t. The issue was that while they...

Training records management – summarizing percentage compliance

by admin | Mar 14, 2018 | Tracking Training Records in Excel

So one of the questions that comes up when I am helping customers with this is how do you calculate what percentage of your staff are compliant. In this scenario, I have set up 16 employees who each have to do a Health and Safety and Induction course. Some of them...

Tracking time-in-lieu or “how many days holidays have I got left?”

by admin | Jul 4, 2017 | Tracking Training Records in Excel

A common issue for many organisations is tracking time-in-lieu i.e. someone has a certain number of days/hours holidays(vacations) allocated but they can increase that by doing overtime and then taking time off – “in-lieu”.  While some organisations...

Training records management with Excel – tracking who is certified and who is current

by admin | Aug 31, 2015 | Tracking Training Records in Excel

Do you have to track who is up to date with their certification across a number of courses and departments ? This blog post should help. Recently I was working in an organisation and one of the users – new to Excel – who had been on a course I had given,...

Upgrade on Time/Date Entry post – using TimeValue function

by admin | Aug 25, 2015 | Tracking Training Records in Excel

Suggested revised formula. A while ago I posted a blog post with a suggestion from a reader about how he quickly formatted batches of dates and times. He saw the post and came back with a revised formula – using TimeValue.  He had originally suggested...
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