Formula For Evaluations Due And Past Due Dates

Mar 10, 2014

I have a simple table for tracking performance evaluations with 3 columns:

Employee Name (A), Date of Hire (B), Eval on File (C)

Evaluations are completed 6 months from Date of Hire (1 time) and on an annual basis and logged into column C.

I need to identify a list of evaluations that 30 days past due from the beginning of each month on a monthly basis.

I spent hours breaking the process down into steps (by adding extra columns to calculate 6 month due date, difference between current date and 6 month, due date for current year, and it still takes a long long long time.

There must be an elegant formula there that can tie it all together. I worked hours to research it and failed.

I put a scenario below to illustrate my table. As of 02/01/14, Anna Li's 6 month evaluation is past due, James and Johns' annual evals are past due as well.

Employee NameDOH Perf Eval
Anna Li 6/8/2013No
James Hawkins12/12/200612/12/2012
John Silver 1/8/20071/8/2013
Kim Woo 8/14/20078/14/2013
Sam Shell 6/6/20056/6/2013
Tanya Smith 7/1/2013 1/1/2014

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The test takers are shown three pictures. Under each picture is a number. So for example, let's say there is a plane, a car and a train presented for question #1. Underneath those pictures are the numbers 1, 2, and 3 respectively. Those numbers represent a tendency to a certain occupational field. After 55 questions, we can make a pretty good recommendation of where we think they should look for a job (without going into the specifics of the test).

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