PRODUCT

Team Vacation Planner Excel Template

PURPOSE

The template is designed to help calculate number of employees available on any day and compare with number of employees needed on that day in the company. This will help us identify if there are any days where we are understaffed. By planning ahead of time, taking into account holidays and vacations coming up, we can be better prepared.

REQUIREMENTS

Microsoft Excel for Windows (2010 or later)

Microsoft Excel for Mac (2011 or later)

PRODUCT TOUR VIDEO

FEATURES

  • Customize to suit your company’s needs
    • Any planning period of up to 1 year
    • Any number of company holidays
    • Each employee can have different availability
    • Demand (Employees Needed) can be set differently by weekday
    • Employees can have different employment periods
  • Automated capacity calculations
  • Calendar view of Employee and Team Availability
  • Monthly Summary Report
  • Easy and organized data management

 

BENEFITS

  • Improved data management
  • Save precious time
  • Automated Report and Calendar
  • All within familiar Excel – Easy to learn and extend

 

HIGHLIGHTS

Customize template to suit your needs

Planning period

The template allows planning for up to 366 days. We can choose any start and end date, that accounts to less than 366 days.

Enter Planning Period - Enter Start Date and End Date
Enter Planning Period – Enter Start Date and End Date

 

Demand (Number of Employees needed) 

In some companies, the number of employees needed at work can be the same every day. However, in other companies, there may be a varying need based on the day of the week.

This template allows you to customize to handle such scenarios that easily. For each weekday, we can set the number of employees needed.

Set Number of Employees needed per weekday
Set Number of Employees needed per weekday

 

Holidays

Customize by entering holidays in your company.

Enter list of Holidays in company
Enter list of Holidays in company

 

Employee Data

We enter the name of employee, hire date and termination date (if the employee has left the company).

We can also handle varying work schedules of employees.

Enter list of Employees, their employment dates and work schedule availability
Enter list of Employees, their employment dates and work schedule availability

 

For example, Employee 2 and Employee 4 do not work on Saturdays , but other employees do. We can just enter No for any weekday an employee doesn’t usually work.

 

Vacation Dates

It is very easy to record vacations planned by all employees. Everything will be in one simple table.

Enter Vacation dates of Employees - Vacation Start and End Dates
Enter Vacation dates of Employees – Vacation Start and End Dates

 

Calendar View of Availability

The template calculates a calendar automatically for up to 50 employees (can be easily extended)  for 366 days.

Availability Summary – Employees Needed and Employees Available – Understaffed and Overstaffed days

 

It shows the following information for each day in our planning period.

  • Employees Needed: How many employees are needed at work on that day.
  • Employees Available: How many employees are available to work on the day.
  • Employees on Vacation: How many employees, who are employed on that day, have planned vacation for that day.
  • Availability – Needed: Are we understaffed, overstaffed or right-staffed. If it is negative, we are understaffed (availability is less than need). If it is positive, we are overstaffed (availability is greater than need). If it is 0, we have the right number of staff (availability equals need).
    • We will see a red flag where there is under-staffing.

 

By knowing which days are understaffed or overstaffed, we can take actions accordingly. If we are understaffed, we can either increase capacity by hiring more permanent or temporary employees. If we are overstaffed, we can try to find more projects to do.

 

We can also see each Employee’s availability/vacation on the Calendar.

Availability Calendar shows each employees availability and vacation
Availability Calendar shows each employees availability and vacation

 

  • Green indicates the employee is available to work
  • Red indicates the employee is on vacation
  • Purple indicates a holiday
  • Gray indicates the employee is not working that day (Weekend or the employee does not work on that weekday)

 

Monthly Summary Report

The Report sheet is also fully automated. It will show the overall summary and summary of availability by month.

Summary Report for Team Vacation Planner - Understaffed Days by Month
Summary Report for Team Vacation Planner – Understaffed Days by Month

 

We can see, for each month, the number of days in month, holidays, weekends, working days and understaffed days.

% Days Understaffed = (Understaffed Days / Working Days)

This sheet is set up as print-ready. You can print and share with team. You can also export to PDF and share PDF.

 

For step by step instructions on how to use the template, please see the user guide.

 

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US$15

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If you are not satisfied with the product, please e-mail support@indzara.com and we will issue a full refund.

FILE DELIVERY PROCESS

You will be able to download the file immediately upon payment. You will also receive an e-mail immediately with the download link.

FREE UPGRADES

All future updates and upgrades are absolutely free.

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