Organise employee leave in Excel with two planner versions included in one purchase. You receive both the original Simple Employee Leave Planner and the new Advanced Employee Leave Planner at the same listing price. Choose the compact layout for straightforward tracking, or use the advanced version for leave statuses, summary counts and more detailed planning. 🌟 WHAT’S INCLUDED ✅ Simple Employee Leave Planner — an Excel workbook with staff leave entries and a colour-coded daily calendar. ✅ Advanced Employee Leave Planner — an Excel workbook with separate setup, leave recording and daily calendar tabs. Both templates are included. There is no need to choose a version when purchasing. 🌟 SIMPLE VERSION — COMPACT LEAVE TRACKING A straightforward layout for recording leave beside your team’s calendar. ✅ Staff-based layout: 28 prepared staff rows, with space for four leave periods per person. ✅ Flexible calendar start: Set your starting date and view leave across a six-week calendar. ✅ Customisable leave types: Set five distinct leave codes for categories such as annual, maternity, long service, paternity and study leave. ✅ Colour-coded calendar: Enter start dates, end dates and leave codes to display leave periods against each staff member. ✅ Entry-panel controls: Clear leave inputs or hide and show the entry columns using the workbook’s buttons. 🌟 ADVANCED VERSION — MORE DETAIL AND CLEARER VIEWS The advanced version separates setup, recording and viewing to help you manage a larger list of leave requests. ✅ Dedicated setup tab: Prepare up to 100 staff names, 10 leave codes and 20 named plans. Each leave-code slot has a preset colour. ✅ Leave-entry table: Record one leave period per row, with space for 500 entries across your plans. Select the plan, staff member, leave code and status, then enter the dates. ✅ Five request statuses: Choose Recorded, Pending, Approved, Cancelled or Declined, and update the status as each request progresses. ✅ Status colours: Recorded and Approved periods retain the leave-code colour. Pending periods turn yellow, Cancelled grey and Declined pink. ✅ 20-week timeline: Review leave periods beside their entry details in a colour-coded weekly view. ✅ 42-day daily calendar: View six weeks of leave by staff member and date, with leave codes and status markers. ✅ Move your date views: Use Shift days to look ahead or back from the saved start date. Enter 0 to reset. The weekly and daily views move independently. ✅ Overlap and entry checks: Review messages for overlapping leave, missing information or invalid dates. Red ! markers identify overlapping active leave in the daily calendar. ✅ Selected-plan summaries: See total entries, active entries, pending requests, entries needing checking, and cancelled or declined entries. ✅ Daily staff-away counts: See how many different staff members have valid Recorded or Approved leave each day. Pending, Cancelled and Declined requests are excluded. ✅ Built-in instructions: Follow the setup guide and explanations of statuses, colours, symbols and summary counts. 🌟 WHICH VERSION SHOULD I USE? Choose Simple for a compact layout with several leave periods beside each person’s name. Choose Advanced for more entries, request statuses, separate viewing tabs and checking messages. Both are separate workbooks. Use the version that suits your workflow; entries do not automatically sync between them. 🌟 SUITABLE FOR HR teams, team leaders and small business owners managing staff leave in healthcare, retail, hospitality, operations and other workplaces. 🌟 BEFORE YOU START • Designed for Microsoft Excel desktop on Windows. Microsoft Excel is not included.• Keep the workbooks in .xlsm format.• The Simple version’s macro buttons require VBA macros to run. Those buttons cannot run in Excel for the web.• The Advanced version’s main planner and calendar views use formulas and do not require macro buttons.• In the Advanced version, Days includes both the start and end dates, weekends and public holidays. It counts calendar days rather than calculating working-day leave entitlements.• This is a digital product. No physical item will be sent. 🌟 CUSTOMISATION For colour customisation, contact us to discuss your requirements. Related templates Google Sheets employee leave tracker 4-Week Excel staff roster template
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