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What kind of template can I use for tracking new hires as they learn different jobs?
I am looking for a template that allows employees in training and conducting training to report their progress, a notification system that alerts me to concerns raised, and an end dashboard I can use to easily summarize progress and complete further planning. Another goal is to create a sort of plan for each trainee in…
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Desk reservation form
Hello, How do I create a form that will allow a user to reserve a desk for a particular day and remove that desk from a list of available desks? Within the same form, I will also need to allow for recurring dates? For example: If an employee comes to the office every Tuesday and Thursday, they could reserve that desk for…
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Updates Occur After Date Specified is Reached
I need for updates to Profile sheet to pull data from Exception sheet only when the date is reached based on the employee #. Scenario: An employee wants to increase their 401K contribution by $100 every quarter. Profile has Benefit Effective Date: 4/1/22, 401K Contribution: $100. Exception sheet has 3 exceptions submitted:…
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Calculating cumulative values and reducing the total sum each day
Hi, I have a Safety Violation Sheet that uses Form Entry to record violations and assign a measured Probation Period in days. If there are multiple entries for an individual, the probation days should accumulate, at the same time the value reduces by (1) for each day that passes without incident. I have (1) sheet that acts…
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Emergency Preparedness with Smartsheet
Hello SS Community! Does anyone of examples of a Corporate Emergency Preparedness Checklist that one can share with me as a starting point? Tips greatly appreciated!! Thank you!
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Issue with Embedded IF Statement
I am working on a training tracker and am struggling with a formula that, while long, seems fairly straightforward. The column is a checkbox. And should be marked off with a check if the row is deemed a "required training". I am having an issue with the first part of the formula (The bolded portion below). Basically, the…
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Running Balances for employees
Hello all, I am trying to make a spreadsheet that tracks employee fitness reimbursement balances based off of their entries into a form. Each employee has exactly $300 that they can use per year for fitness expenses. Every time they submit a reimbursement, it gets put into a form that includes their name, clock ID, date,…
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Vacation & Time-Off Management
Has anyone used smartsheet to manage time-off requests and/or vacation for a pool of staff (approx. 200)?
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Line chart with multiple date-numbers traces
Hello everyone! I can't find a way to accomplish certain kind of chart using chart widget in dashboard. Chart is supposed to show multiple lines, one for each team member connecting dates when a certain task was completed. Tasks are represented by increasing numbers 1,2,3,etc. and can be completed on different dates. I…
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Change symbol based on date
Good morning Everyone, I have been having some issues configuring a formula in smartsheets. Currently the only two columns that matter are named "Status" and "Last Run". What I'm trying to write is a function in which... Green appears if the last run date is within 30 days Yellow appears if last run is within 31-60 days…
