how to use formula in the monthly contribution field to calculate 7% of pay (salary)
Lenght of Total pay Monthly contribution cummulative
Service retirement value
3.6 $528.94
Please one more thing. How do i use FV Function, monthly contribution, and the lenght of service field to to determine the current value of the employees retirement palan.
I work on an Excel file to determine property date of entry. While I have not completely worked out all of the bugs or the permutations or problems that may come up, I do feel that I have discerned an important part of the problem. The sheet where I set up my formulas and functions has the name 410a elig and coverage and should have a green tab.
To explain my reasoning; in this hypothetical situation, a company's plan has two dates of entry, January 1st and July 1st. An employee enters the plan on which of these two days follows closest or coincides with his or her attainment of 1,000 hours of service during the twelve months forming his or her initial eligibly computation period. If an employee starts work from January 2, 2005 to July 1, 2005, then that employee would enter the plan (provided he or she worked 1,000 hours during the initial eligibility computation period) on July 1st, 2006. If that employee started work from July 2, 2005 to December 31st 2005, then that person would enter the plan on January 1st, 2007.............
Some of the abbreviations or acronyms spelled out:
OYFDOH=One Year From Date of Hire; for now, the issue of leap years I will set aside
Month Function
Month=Month Function
JJ: January or July
OYFDOH MON JJ Year
8/7/2006 8 1 2007
1/2/2006 1 7 2006
6/1/2006 6 7 2006
3/1/2006 3 7 2006
8/1/2005 8 1 2006
6/1/2006 6 7 2006
I need to calculate the retirement date of an employee based on the following 3 rules (in essence, the employee's retirement date is whichever rule the employee meets first)
At least 55 years old AND 20 years of service
OR
At least 60 years old AND 5 years of service
OR
At least 65 years old AND 1 year of service
I have Date of Birth in Column F and Hire Date in Column G.
I was able to hack something together when I had only two rules to deal with, but it was a very hard to follow IF statement. With three rules I'm having trouble.
I don't know if some of you have an example on how to create a retirement calculator for citizen in Canada (RSP, provincial and federal tax) ? Do I need to create some sort of Monte Carlo simulation do to so ?
View 5 Replies View Relatedinputting a formula that will look at the dates in row 2 on the tab marked “Cap Plan” on the sample sheet and then go to tab “Monthly Mode” and match the date and then take the percentages for each work type on that tab and put them in the percentage columns in the tab “Cap Plan” for the correct date. This document will be a rolling 52 week one so a simple = formula will not work.
View 2 Replies View RelatedI've attached a simplified worksheet which tracks the calls of a team of salespeople along with a pivot table showing their results for Jan-Mar. I've also included a summary of their planned calls for the period. Ideally what I'd like to do is have the pivot table show actual calls, planned calls and variance for each salesperson and each month as seen on A37-J42.
View 6 Replies View Relatedauto calculate end dates on production plan ...
View 9 Replies View RelatedInstead of having the goals and objectives already in the form I would like to have buttons that would allow my clinicians to add as many goals and objectives as they'd like to the attached treatment plan. I'd like them to be able to click a delete button as well when they review the plan and need to delete a goal that's been met. When my team clicks into the second worksheet they would see rows 10-16 (below). They would then type a STG 1 and an Obj A. They then would click the Add Obj button and add as many objectives that they needed. Then when they clicked the add goal button a blank copy of rows 10-16 (including the Add Obj button) would pasted one row down and would update to read STG 2. Neither of these buttons would appear when the document printed.
Here is a screen scrape of what I'd like the attached form to look like before goals and objectives are added.
add goal.jpg
The original form is saved in an .xltm format but I saved it in an .xlsm format so I could upload it here.
HCT ITP (2-25-14) Abbr.xlsm
I found a thread on this forum that came close to answering my question but my attempts to pull out the coding that I needed was unsuccessful. Here's a link to the thread: [URL] ........
Attached workbook has two spreadsheets
1. Floor plan with the seats
2. Status of the seats with their types.
I want conditional formatting for each of the seats based on its type mentioned in the Master sheet. For ex - Seat 1 is categorized as "A", so cell AE4 will have a color, similarly all the type A seats will have same colors. Next all type B seats will have a different color. IF a seat is vacant, it should be shown as Green.
I am using an XY scatter chart that displays the planned path and an actual path as I go. The planned path is set up in 100' increments and goes 12000' and actual path varies along the way.
My data that I use is the Northing (ft), Easting (ft) and Vertical Section (ft) for both the planned path and actual path.
I was wondering if there was an east way to get that information from the chart or if there is a formula that would allow me to calculate distance between the two points by using the data I use for my chart.
This is what I am looking to do and I am having an issue with it.
worksheet "beeble"
Column B has all the employee numbers listed from B3 to B100
Column C needs to have the emp name put in to them based on the emp number.
worksheet "weeble"
This sheet has the list of employees with their Emp#
A2 down to A99 is the number B2 on down is the name that belongs to the emp #
At issue is sheet "beeble" changes day to day depending who is scheduled to work in a certian area, otherwise this would be quite easy.. It is very easy for us to put the emp# in instead of the emp-name, so that is why wwe would need to be able to pull this information from the other sheet.
This may end up being very easy, but it is beyond me, and I cannot find what I need from a book, as I spent last night on here searching and reading through a few of my books..
I have a list of employees that i need to simplify into groups as listed below
Employee No's
1-19
20-50
50-199
200-499
500+
In my list of data (attached) that i receive i currently manually count the employee numbers and then put them into the relevant bands dependant on the employee sizes. Example:
Employee List
4
28
35
46
503
376
2000
Employee No's
1-19 - 1
20-50 - 1
50-199 - 3
200-499 - 1
500+ - 2
SEE ATTACHED FILE
All,
I have a spreadsheet that lists each employees hours for the last 4 pay periods...each is in it's own row I am trying to find out their average.
I am using the subtotal function to average their hours and that works fine. BUT...my boss doesn't want to see 4 rows for each person. He just wants to see one row for each person and when I collapse the rows, it only shows the employee's ID, not the name (because that's what I told the subtotal function to do...add subtotal after every change in employee ID).
name appears instead of the employee ID? That's useless to him because he hasn't memorized all the Employee's IDs.
I was given a task of calculating bonus for number of projects per employee. The maximum number of projects per employee is 30 and they have completed different number of projects. Data is as follows:
Column A - Name
Column B - Date
Column C - Project
Employee name repeats one row per project and project repeats as they are working with it.
I need to list individual employee names in column D and the number of projects each employee has done in column E. A project can be saved many times thus creating many rows for that same employee. Do you think it is possible to accomplish this. One formula for column D and one formula for column E. If needed I can attach an example file or take a screen shot of it.
i have two col A and B
In col A name of the employee
In col B there production for the Month
I need in c col to rank them that according to there production for the month like 1,2,3, etc.
I have created a spreadsheet in Excel where it gives me a report of how many hours my employees do per week and it seperate them in different categories.
What I would like to do is find a way to match the cell's description with the amount of total hours that were spend on certain project.
So here is the scenario.
In my department there 6 employees that are assigned to work on certain projects in daily basis. These projects are called CRs and to identify them I've added a number after them.
So we will have CR0001, CR0002, ect. These are unique projects.More that one employee that could woork at the same project as well on other sections but I am only interested on the projects.
To help you understand what I am trying to do I will give you an example.
John is working on project CR0005, CR0006, CR0001. He has been working on them three projects for the last week.
Here is the summary of the hours:
- 5 hours on CR0005
- 10 hours on CR0006
- 5 hours on CR0001
This information is inputed in Excel spreadsheet Week 1 .....
i am creating a weekly time sheet for my company.the problem that i have is when the persons time reaches 40 hours, the time needs to be calculated in the overtime field. this is really tough for me when the person reaches 40 hours in the middle of the work day. I cant figure it out. i have attached the spreadsheet if you would like to look.
View 2 Replies View RelatedI'm trying to create a weekly employee schedule using Excel 2007 and have several issues but will start with one at a time till we get them all resolved.
I put in my start hour '6' in cell 'B7' and get this: 1/5/1900 12:00:00 AM.
I would like for to display 6AM.
I figure if I get his cell fomatted that I can get the other times correct then go on to the next issue.
I am using excel as point of sale book (to record customer name, service, and total price etc.) at our hair salon. We have employees that may be there to manage alone from time to time, and enter clients into excel.
Our worry is straight forward, and involves them erasing what they wrote. I am confident that the actual service and price is entered at the beginning, but want to track their changes to their own entries.
The "track changes" would work if it "tracked changes" after entry. But it seems to track the last change from saving. For example....the employee enters $40.25 presses enter--after she knows she can get away with a change, she may erase it altogether or change it to say $16.75.
I have problem to make an excel evidence which will track total working hours of employee during the month, how many times employee was late for work and how many times employee was on lunch break longer than 30 minutes.
And I made table which count all these things but problem is Saturday because on that day start work is 9::00 AM and all other days is 8:00
Formula for counting how many times employee was late is:
COUNTIF(D8:AC8,">0.336805555555555555555555555555")
where D8:AC8 is range where are all start work times in month and 0.336805555555555555555555555555 is 8:00 AM (serial number which is equivalen of 8:00 AM)
How to improve this formula to count properly because now it counts as a late when employee start work on Saturday on 9:00 AM (and that shouldnt count as a late)
[IMG]file:///C:/DOCUME%7E1/Nesa/LOCALS%7E1/Temp/moz-screenshot.jpg[/IMG]
I have a scheduling problem that I'm trying to get my head around. Im sure that some kind person can give me some ideas on how to get this started. It may be extremely easy, but I just cant get it off the ground. Basically I have 15 doctors that work for me - 9 full time (38hrs/week) and 6 part time (15+hrs/week) in a general practice. We are open 7 days a week
Open Close
Monday8:3019:00
Tuesday8:3019:00
Wed8:3019:00
Thur8:3021:00
Fri8:3019:00
Sat9:0018:00
Sun9:0018:00
Doctors have 5 days on and then 2 days off.
The below is the proposed daily schedule and the doctor requirements. % of booked patients for the times and % of random patients for the times are included as well as average waiting times.
Booked Random Waiting Doctors
8:30 - 10:00Morning Hours55%45%30min5-7
10:00 - 13:00Increasing80%20%45min7-8
13:00 - 18:00Busy 100%01.5hr8+
18:00 - 19:00Decreasing70%30%1hr6-7
19:00 - 21:00Night 40%60%30min5+
There are 3 types of patient visits
ShortDoubleTriple
%0.810.140.05
Minutes153045
58% of patients choose their doctor and 42% come in off the street and will take the first available doctor.
and finally - doctors cant work for more than 4 hours without a break. brek details are below
HoursBreak
<4hrs0
4 - 5hrs10min
5 - 8hrs2*10 mins - 45min lunch
8+2 * 10min 2*45min lunch
I need to create a timetable for the doctors which optimises their time based on the above details. I also need to design a data sheet for reception which will maximise the number of patients seen. Finally I need to calculate what the maximum number of patients the centre can see on an average day say monday.
Just like if I put the employee's number and work time for each day,
The excel will accumulate the hours automatically somewhere in the sheet. (I don't want the total hour cover each day's work time)
Is there anyway I can do it?
looking to find a formula to find the courses that an employee has not taken from a list. I have a list of courses in column F, in which I can compare to column C using their EmpID number from column A and obtain a result as taken or missing in column D. I am currently using :
[Code].....
or
[Code] ....
to get the results in column D. However, with these two formulas I am getting all the courses taken by each employee and not the missing courses.
I need a formula that will be able to show what shift someone is on if the shift changes, for example. if one of my employees shift changes from and 8hr to a 10 hr on january 16th 2014 then I would like the raw sheet to show the old shift, the new shift and when the new shift started (date). the index formula I have will only show one shift even if there are new dates with a different shift. the formula pulls from the sheet name editor.
i really want the shifts to be different if it was change on a certain date then from that date the employee shift will reflect new shift but still keep the previous shift prior to the day the new shift started.
I've attached a sample workbook to show.
MDT Report December 201322(FILEminimizer).xlsx
I have data that is added to every week. I need an equation to count how many times each employee show up each weekending.
View 3 Replies View RelatedI have a Log In/Log Out report that I need pulling data from.
Ultimately what I want to do is get the amount of time my employees were logged out.
I am using Excel 2003. Attached is an example of the data I'm working with.
Sheet 1 contains the data, and Sheet 2 will be the summary.
So, looking at Bob's times: If column A contains Bob (A2 in this case), and the same row in column G (G2) contains 79, subtract the contents of the same row in column F (F2) from the next row down in column D (D3) (which would be D3 - F2). That result should populate on Sheet 2 next to Bob's name in h:mm:ss format.
If there is nothing in the next row down in column D, then do nothing.
I would like to leave the data as is, if possible. There are extension numbers next to the names in the data. If possible to ignore those when rolling up to the summary that would be useful. Also, on the summary sheet, if the employee is not on the data sheet (if they had the day off) they can have 0 or NA or something to indicate there is no data for them.
I modified an employee schedule that I found on here to meet my needs but I am needing one more thing:
I need a field (or separate worksheet in the workbook) where I can enter employee availability and if they are unavailable for a specific day, it will auto update in the calendar stating they are unavailable for that day.
Any non-commercial roster template that would suit 7 day/24 hour/4 person shifts?
Currently we use a totally manual spreadsheet which looks like a Rubik's Cube and does not offer any form of automation in order to speed up entry adn ensure no doubling-up or missing shifts.
I would like to create a formula that would verify that specific work shifts have been covered each day. The spreadsheet has already been created by someone else, so I am hoping not to recreate the wheel.
The goal is to make sure that all desired shifts are covered with a result in the last cell of the column that would indicate "covered", "not covered" or even a true or false statement.
As an example, an 8am shift is needed. The choices are 8A or 8ALEAD and only one of these is needed for each day.
Can something be set up with conditional formatting from a master list of required shifts.
such as: 7OR, 730*(for just 730 and 730LEAD), 11A, etc.
This is just a snippet of what the schedule looks like: ...
I'm trying to come up with an Employee Shift Scheduling template. I have 6 employees total with 3 different shifts (day, swing, graveyard). I would like to not do a rotating shift. I'm trying to figure out if a 5X8 shift is better or 4X10 and I would like to come up with a weekly schedule where I can see what shift everyone is working and were I have double coverage.
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