Workplace investigation tracker
We use HR Acuity to manage cases (20k empl). Tracking cases on a shared excel file is bare minimum (you'll need to search by employee ID to see if there had been previous issues). You'll also need to organize files (electronic or paper if that's the way at your plant). And have a good system to organize/refrence it back to the tracker (case number e.g., year-mm-###).
More on reddit.comExcel template for tracking hours by tasks / daily / weekly / monthly
Excel Templates
I've found nothing I make as a template is 100% transferable to another company as everyone has slightly different needs or set up.
I would recommend you research what you need and how to build it. This will allow you to easily customize to fit your business and will give you a much more in depth understanding of what goes into the data to create the outputs.
More on reddit.comER tracker recommendation
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Hellooooo
How do you all track investigations?
I work in a manufacturing plant of 600+ union employees. Only 2 of us do investigations and we have max 10 days to resolve them.
Can anyone send help? 🥲
I'm thinking excel sheet with investigator, claimant, issue statement, witnesses, time, date, department, date of report, expiration of 10 days, result.
🫠🫠🫠 I'm brain friend I have 8 investigations open for just myself rn.
We use HR Acuity to manage cases (20k empl). Tracking cases on a shared excel file is bare minimum (you'll need to search by employee ID to see if there had been previous issues). You'll also need to organize files (electronic or paper if that's the way at your plant). And have a good system to organize/refrence it back to the tracker (case number e.g., year-mm-###).
If you’re not looking for specific software solutions available, you may want to go with Microsoft Access. It’s a really under appreciated database tool that is included in the Office 365 package. Its easy integration with Excel make it a fantastic option if you’re looking for resources you might already have, although there is a bit of a learning curve in designing tables and relationships and building queries/reports.
I am putting some recommendations for templates. You will need to download them and see which comes closer to you. Yes, nothing will fulfill 100% but once you select a template, I can help you to modify to meet your needs. The below template will provide you a starting point. Then custmizations as per your need.
https://www.vertex42.com/ExcelTemplates/time-tr...
https://templates.office.com/en-us/Search/resul...
https://www.smartsheet.com/best-excel-schedule-...
Google is your friend, there is bound to be something out there
In general I would do something like this:
Date - custom format the date field in you prefered display format
Employee - a drop down lookup to display only valid employee names / ids
Customer - a drop down lookup to display only valid customers
Time group- drop down look to pick work categories to report
Hours field - do you have any requirement to limit hours per day, charge OT rate?
All of that would be defined as a MS table
Then use a pivot table from that table to generate all of the reports you need
Here are some links to generic timesheets I've collected. They don't exactly match you needs, but you may be able to mix and match features
Build a simple timesheet in Excel https://www.techrepublic.com/blog/windows-and-o... By Susan Harkins | in Windows and Office, May 2, 2013,
Excel makes it easy to set up a system for tracking time. Follow these steps to create your own or download our sample timesheet template and customize it to fit your needs.
Part 4: Timesheets and Resource management http://chandoo.org/wp/2009/08/05/excel-time-she...
For managers, timesheets are a vital component to understand how team is working and where the effort is going.
Part 6: Project Status Reporting – Project Management Dashboard http://chandoo.org/wp/2009/10/06/project-status...
Communication is a very important aspect of project management.
In today’s installment of project management using excel series, we will learn how to make a project management dashboard using Microsoft excel.
Calculate the Total Hours Formula in Excel http://smallbusiness.chron.com/calculate-total-...
Due to the importance of billable hours, payroll, hourly wages and overtime, employees and managers should familiarize themselves how to calculate total hours in Excel for both planning and reporting purposes.
Time Sheet Template for Excel - Timesheet Calculator www.vertex42.com
Free Time Sheet Template for Excel - This timesheet calculator lets you enter clock ... It requires you to manually allocate the Regular and Overtime hours, but for ...
Timesheet Templates - Free employee timesheet templates www.calculatehours.com/freetimesheet.html
Excel Timesheet Templates with Overtime overtime Excel Timesheets for employees that get paid an overtime rate for over 8 hours daily, or for over 40 hours ...
Timesheet with Overtime 8hr & 40 hr - Easy! - CalculateHours.com www.calculatehours.com/Excel\_Timesheets\_Overtime\_8hr\_40hr.html
In this section, you will find easy-to-use Excel Timesheet Templates to calculate OVERTIME. ... Weekly Timesheets with Overtime Calculation based on 40 hours weekly. ... Bi-weekly Timesheet Templates Calculate Lunch Breaks, 8hr overtime & 40 hr overtime.
Weekly pay- Employee Timesheet Calculator Template in Excel FREE- Trump Excel http://trumpexcel.com/2015/07/employee-timeshee...
Employee Timesheet Calculator Template ... I often get queries on how to calculate regular hours and overtime hours ...
Working With Overtime Hours In Excel www.cpearson.com/excel/overtime.htm
Learn about formulas for working with timesheets and overtime hours in Microsoft ...