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Send alert/notifications including headrow and children rows in the attachment
Hi All, I want to send automated notifications to my employees containing their absence records. To do so I need to be able to send their Head row (containing their remaining balance of sick days/holidays/bereavement leave ...) and their children rows (1 row per period of absence) as attachment. So far I can only do this…
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Setting Up Rules
Hi I would like to know how to set up a rule where if a certain selection is made from a drop down in a cell that it automatically prompts you to complete a related cell. For example: If a member of my team update the Recruitment Status for a vacant role to show 'Offer Made' I would like a prompt set up to automatically…
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Formula help for my dashboard
Hi all I have a sheet that I use to track recruitment activities within our team. Each role is assigned to a member of the team and has a recruitment status attached to it. I am trying to pull this information into my dashboard to show how many active roles each team member has on the go. However, I only want to select…
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Auto Assign a Predecessor in Gantt
Hi, I have a series of standard processes that have the same dependency and predecessor data each time. I have the primary column as a job number, and then a second column with a drop down list of all the standard processes (I.e. assembly, pre-assembly etc.). If pre-assembly is selected, for example, I always want it to…
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Automated Update Requests based on 'Assigned To'
Hi I'd like to set up automated update requests to be sent out on a bi-weekly basis with a pre-defined set of fields to be completed in the update form. I don't have a trigger for this, I'd just like people to provide updates to their project, rather than trigger this from a change in a particular field. Any thoughts as to…
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How can I use Smartsheet to track employee time off/vacation schedules?
We are starting to use Smartsheet for more and more things across the organization and one area we are looking to streamline is employees vacation schedules. Does anyone here use Smartsheet to track employee time off/vacations and how do you do it?
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Best practice for an Employee on-boarding process
Hi - new to Smartsheet and my MD and HR Director have asked me to look at rationalising some Google Sheets they use at the moment to track employees from initial interest through to starting with the company. I've looked at a couple of templates and started down the road of creating a sheet which has Surname as the Primary…
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If - Then - Else
I'm trying to create an If/Then/Else statement to determine if an employee is eligible for a pay increase. Essentially, the formula needs to say IF Mandatory Training Requirements Met = YES AND Corrective Action = NO THEN Eligible for Increase = YES ELSE Eligible for Increase = No Any thoughts on how to accomplish this?
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Forms
I created a smart sheet that notifies the appropriate lead when someone is requesting access to a project. All the formulas, filters, and alerts are correct. The issue I'm having is when a form is filled out a new row is created the formulas aren’t being placed in the appropriate cells so the notifications for leads would…
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Countif Query
Hi, I currently have the following formula which is used for counting how many jobs we intend to complete on a day: =COUNTIF({Realistic Completion Date 4}, {Realistic Completion Date 4} = TODAY()) This works fine, although there is a scenario where we often add things to the job, which is identified by a letter A in the…
