Staff Annual Leave Calendar – Premium Version

For managers who want more flexibility from their annual leave tracker, we have created a premium edition of the tool.

The key benefits of the premium version of tool are:

  • You can customise almost every aspect of the tool.
    • Specify 14 different types of leave and choose whether they deduct from the annual leave allocation or 2 other customisable allocations, eg. Flexi time / purchased leave / sick leave.
    • Choose colours and text to be displayed for each leave type on the calendar.
    • Calendar can start from any date, so you can align it with your company leave allocation period.
    • Working week can be specified, including week start day.
    • Total leave allocation can be made up for 4 elements which are configurable.
  • Store up to 10 pieces of information about each employee
  • Create a PDF report on each employee and their leave position. Generate 100+ of these reports from one button click.
  • Generate accrual report to show how employees are accruing leave.
  • Configurable report, choose which columns and dates to display.
  • 1 year of support.
  • Compatible with Windows Excel 2007, 2010, 2013, 2016, Office 365.

All this for £14.95

… and we offer a 30 day money back guarantee if you are not happy.

We also have a free demo for you to try before you buy. Please download it here. It is exactly the same as the premium version except the date range is from 2005.

 




If you are US based and prefer to pay in USD, please visit the Leave Planner Pro site here http://www.leaveplannerpro.com

Screenshots

Leave Calendar

Leave Planner Calendar shows working dates and any leave taken:

Employee Screen

The employee screen shows all of the information about the employee and their current leave position. You can export this report to PDF, or even generate PDFs for every employee at the click of a button.

Employee Report shows current leave position for employee

Add Leave Screen

This screen is where you enter annual leave, or any other leave type. Information is given on the right to tell you the employee’s current leave position.

Add Leave screen allows you to enter information about the annual leave

Report Options Screen

You can customise the information and dates which are shown in the Calendar view by ticking which information you want to show.

In this screen you can filter which information is shown in the main report

See it in action:

Frequently asked questions

After you have completed the setup, you can make changes later if necessary by running the RestartSetup macro. To do this, follow these steps:

  1. Save the existing file
  2. Save a new copy of the file to a new filename
  3. Go into the view ribbon in Excel, and Macros->View Macros
  4. Select RestartSetup and click Run
  5. You will then be able to make any settings changes and provide a new year start date

When you run this macro, all of the leave you have already entered will be removed, so make sure you save the file before running this if you don’t want to lose your leave. Your existing employees will not be removed.

View Ribbon for running macros

Yes, by restarting the setup process (explained below), you can specify a new year start date. Therefore the same tool can be used for many years.

Yes there is a special Leave Accruals report which can be run from the ‘Display Options’ sheet. You can specify any month, and it will calculate how much leave had been accrued at that point, how many have been taken, and the balance.

The tool has lots of macros which run in the background to do various things. This is much more than a spreadsheet, it is more like an app, which happens to run in Excel. As such, if lots of changes were made to the sheet like adding rows, columns, sheets etc, then the macros wouldn’t work properly. Therefore the tool has been protected to prevent it from being modified in ways which may stop it from working. If you are prompted for the password then you must be doing something in a way in which the tool wasn’t intended, please watch the video to remind yourself how to use the tool.

I’m afraid it isn’t very clear. It has been tested on a Mac running 365 and didn’t work very well, but was vaguely useable. I’ve been told by customers that it does work on Macs running older versions of Excel. This sounds very strange but Microsoft are rewriting Excel for Mac from the ground up, and support for macros isn’t perfect yet. Hopefully in the near future it will be fully supported. I’d suggest you try the demo first and see if it works for you, if it does then great, go ahead and buy the full version.

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