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I am new to SmartSheets and I am trying to automate some HR processes. I have 24 employees. They all use TSheets to Track their weekly time, which I can download into a .cvs file. I have 3 additional sheets for each employee (Attendance Tracker, PTO Tracker and Tardy Tracker) for a total of 72 sheets! I know you can automate row data (add a row to a sheet when one is added to the source sheet), but can you automate specific cell data? For example, If employee #5 Called in sick for 2 days, can I take specific data from that .cvs file and subtract 16 hours from their available PTO and log 2 missed days to their attendance all without manually linking the cells from each sheet? This is just a lot to keep current and looking to simply but still maintain all the data.

I'd like to hear how some other people track this data for their employees in SmartSheet.

Thanks!

Answers

  • Mark Cronk
    Mark Cronk ✭✭✭✭✭✭
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    Hi @Angie Graham ,

    Have you explored the timesheet templates in the solutions center?

    I'm curious why you maintain 3 sheets for each employee instead of a single sheet with reports. If you used a single sheet I think you could get to what you're envisioning.

    If you have dynamic view I suspect you could simplify it even further and maintain security and confidentiality.

    I use smartsheets for lots of things but haven't done timekeeping with it.

    Mark


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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Angie Graham

    To add to Mark's excellent advice/answer.

    I agree with Mark, and Dynamic View would be the best solution. Still, if that isn't an option, I would recommend creating a Master Sheet for all employees with a form/multiple forms for tracking Attendance, PTO, or Tardiness, and a Master Sheet for the TSheets data if it's not possible to combine them. You'd then add a so-called Master Metric Sheet where you can collect all the relevant metrics.

    As you can see, there are multiple ways to solve it, and the best option depends on your specific process.

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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