Video Tutorials to help you use the Staff Leave Planner
These video tutorials will help to get you up and running with the planner, covering basic topics such as adding employee data to more complicated areas such as setting up leave accrual keycodes.
The Basics
Tutorial 1: How to Add Employee Data
This tutorial shows you how to add employee data to the planner.
Tutorial 2: How to Delete Employee Data
This tutorial shows you how to delete employee data from the planner.
Tutorial 3: How to Edit Employee Data
This tutorial shows you how to edit employee data on the planner.
Tutorial 4: How to Record Leave on the Planners
This tutorial shows you how to record leave details on the planner for employees recording
leave in both days and hours. It also shows you how to add comments to the entries.
Tutorial 5: How to Customise the Categories and Keycodes
This tutorial shows you how to add and edit the keycodes shown on the planner
Tutorial 6: How to Sort Employee Data
This tutorial shows you how to sort data on the Employee Data sheet. The same method
can also be applied to the calendar sheets.
Tutorial 7: How to Sort Employee Data Using 2 Sorting Criteria
This tutorial shows you how to sort the data using two sorting criteria.
Tutorial 8: Customising the Calendar Settings
This tutorial shows you how to customise the calendar which includes changing the
weekday settings so that the calendar hides weekends and also adding additional
information columns to show annual leave remaining and sick leave taken.
Tutorial 9: How to Customise the National (Bank) Holiday Dates
This tutorial shows you how to customise the National Holiday Dates shown on the planner.
Tutorial 10: How to Generate an Individual Report
Individual Reports give you a detailed breakdown of all the leave taken by an employee.
This tutorial explains how to generate Individual Reports.
Tutorial 11: How to Generate a Batch of Individual Reports
You can automatically generate a batch of Individual Reports for specific staff and save them
to your computer. This tutorial explains how to generate a batch of Individual Reports.
Tutorial 12: How to Generate a Group Report
Group Reports show you summarised data of leave taken for your employees.
This tutorial explains how to generate a Group Report.
Tutorial 13: How to Generate a Monthly Report
Monthly Reports can be used to generate a smaller calender view of the leave taken.
This tutorial explains how to generate a Monthly Report.
Advanced Features
Tutorial 14: How to Customise the Columns Shown on the Employee Data Sheet
This tutorial shows you how to customise the Employee Data worksheet.
In the examples it adds a column to record an employee start date as well as inserting an
additional column that adds to the annual leave.
Tutorial 15: Password Protection Type 1: Administration Password
This tutorial explains what an Admin Password is and how to set it up from the planner.
Tutorial 16: Password Protection Type 2: Password to Open
This tutorial explains what a Password to Open is and how to set it up from the planner.
Tutorial 17: Password Protection Type 3: Password to Modify
This tutorial explains what a Password to Modify is and how to set it up from the planner.
Tutorial 18: How to Setup Accrual Leave Codes
This tutorial shows you how to setup accrual leave codes on the planner.
Tutorial 19: How to Manually Import Copy from Another Workbook
This tutorial shows you how to manually copy employee data from another workbook into the planner.
Tutorial 20: How to Use a Formula To Calculate Additional Leave
This tutorial shows you how to use a formula to allocate additional annual leave.
In this example we setup a formula to allocate an extra day of leave for employees
that have been with the company for more than 3 years.
These video tutorials will help to get you up and running with the planner, covering basic topics such as adding employee data to more complicated areas such as setting up leave accrual keycodes.
The Basics
Tutorial 1: How to Add Employee Data
This tutorial shows you how to add employee data to the planner.
Tutorial 2: How to Delete Employee Data
This tutorial shows you how to delete employee data from the planner.
Tutorial 3: How to Edit Employee Data
This tutorial shows you how to edit employee data on the planner.
Tutorial 4: How to Record Leave on the Planners
This tutorial shows you how to record leave details on the planner for employees recording
leave in both days and hours. It also shows you how to add comments to the entries.
Tutorial 5: How to Customise the Categories and Keycodes
This tutorial shows you how to add and edit the keycodes shown on the planner
Tutorial 6: How to Sort Employee Data
This tutorial shows you how to sort data on the Employee Data sheet. The same method
can also be applied to the calendar sheets.
Tutorial 7: How to Sort Employee Data Using 2 Sorting Criteria
This tutorial shows you how to sort the data using two sorting criteria.
Tutorial 8: Customising the Calendar Settings
This tutorial shows you how to customise the calendar which includes changing the
weekday settings so that the calendar hides weekends and also adding additional
information columns to show annual leave remaining and sick leave taken.
Tutorial 9: How to Customise the National (Bank) Holiday Dates
This tutorial shows you how to customise the National Holiday Dates shown on the planner.
Tutorial 10: How to Generate an Individual Report
Individual Reports give you a detailed breakdown of all the leave taken by an employee.
This tutorial explains how to generate Individual Reports.
Tutorial 11: How to Generate a Batch of Individual Reports
You can automatically generate a batch of Individual Reports for specific staff and save them
to your computer. This tutorial explains how to generate a batch of Individual Reports.
Tutorial 12: How to Generate a Group Report
Group Reports show you summarised data of leave taken for your employees.
This tutorial explains how to generate a Group Report.
Tutorial 13: How to Generate a Monthly Report
Monthly Reports can be used to generate a smaller calender view of the leave taken.
This tutorial explains how to generate a Monthly Report.
Advanced Features
Tutorial 14: How to Customise the Columns Shown on the Employee Data Sheet
This tutorial shows you how to customise the Employee Data worksheet.
In the examples it adds a column to record an employee start date as well as inserting an
additional column that adds to the annual leave.
Tutorial 15: Password Protection Type 1: Administration Password
This tutorial explains what an Admin Password is and how to set it up from the planner.
Tutorial 16: Password Protection Type 2: Password to Open
This tutorial explains what a Password to Open is and how to set it up from the planner.
Tutorial 17: Password Protection Type 3: Password to Modify
This tutorial explains what a Password to Modify is and how to set it up from the planner.
Tutorial 18: How to Setup Accrual Leave Codes
This tutorial shows you how to setup accrual leave codes on the planner.
Tutorial 19: How to Manually Import Copy from Another Workbook
This tutorial shows you how to manually copy employee data from another workbook into the planner.
Tutorial 20: How to Use a Formula To Calculate Additional Leave
This tutorial shows you how to use a formula to allocate additional annual leave.
In this example we setup a formula to allocate an extra day of leave for employees
that have been with the company for more than 3 years.