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Holiday Planner

Version 2.2


Introduction


If you have already purchased this Software, let me take a moment to thank you for being a loyal customer
You are entitled to free lifetime updates for ALL future builds

This documentation is to help you understand the Software and to give you a more meaningful insight into what it can do. Please go through the documentation and read it carefully · Basic to Moderate skills are required

Requirements

You will need the following Excel Version & Prerequisite to use this Software

  1. Excel 2010, 2013 & 2016 (32bit or 64bit)
  2. Basic to Moderate Excel skills
  3. NOT Google Docs (unfortunately due to the Defined Names, this does not work in Google Docs as yet)
  4. Windows PC · NOT a Mac!

No support is provided for customization or development of this Software






About Holiday Planner #back to top

An Excel-based any Year, any Week Day small Business Holiday, Training and Absence Planner, featuring Julian Calendar with UK Bank Holidays, ISO Week numbers and Date Tracker. The Holiday Planner allows you to plot Holiday Days, Training Days and Absence Days and up to 5 configurable Codes against 100 Employees (without modification), collating the Monthly statistics into a simple Summary Worksheet. The Calendar Year view gives you a detailed view by Employee of all of the Holiday Days, Training Days and Absence Days booked in a Grid format for the selected Year. Full Days Booked are shown as a solid Fill Colour and half-days are shown as shaded. Options allow you to show or hide Bank Holidays and Weekends on the "Calendar Year" Worksheet or any of the individual Calendar Month Worksheets. Weekend Days can also be changed, for example, for UAE (United Arab Emirates) "Friday" and "Saturday" can be set as Weekends instead of "Saturday" and "Sunday". They can be displayed on the "Calendar" Worksheet and individual Calendar Month Worksheets. Other features include the ability to choose any Week Day to begin the Calendar Year and the individual Calendar Worksheets. The image shown below details some Holiday, Training and Absence Codes plotted on the "Jan" individual Calendar Month Worksheet

Holiday Planner Image 1000 x 654

Features include:

  • * Perpertual Julian Calendar - change the Calendar to any Year & everything adjusts to fit
  • * Beautiful Conditional Formatting visuals with Zoom level set to between 60% (small Screens ie. Laptops) and 100% (larger Screens and PC)
  • * A Summary Worksheet collates all of the Code statistics for all of the Employees
  • * A Calendar Year Worksheet details all of the Holiday Days, Training Days & Absence Days in a single Calendar Year Grid and Totals Snapshot
  • * Date Tracker to display Dates for Holidays, Training & Absence and the ability to view Dates until/remaining by a specific Date
  • * The Calendar Worksheet can start on any Day of the Week
  • * The Individual Calendar Worksheets can start on any Day of the Week with the Days prior to the start Day displaying on the previous Month
  • * Force Individual Calendar Months to start on the 1st of the Month but start the Year Calendar on any Day of the Week
  • * Holidays, Training and Absence Codes are configurable
  • * 5 additional Configurable Codes are allowed
  • * Employee Names no longer have to be unique ie. you can have John Smith under one section Header and then another John Smith underneath a different section Header on separate Rows and all of the calculations will still work
  • * Individual Calendar Month Worksheets simplify the booking process
  • * UK Bank Holidays are automatically populated using Conditional Formats
  • * The Holiday Planner automatically adjusts to handle the Leap Year in February
  • * The Holiday Planner features ISO Week Numbers, Day of Week & Date
  • * Conditional Formatting automatically Formats the Codes, Weekend Days & UK Bank Holidays
  • * Conditional Formatting can highlight Section Headers on the "Summary" and Individual Calendar Month Worksheets through the use of a colon ':' sufix
  • * The Holiday Planner captures half Days for all Codes
  • * The Calendar is easy to setup and adjust for a new Year
  • * 100 Employees without modification
  • * You can choose different Days for the Weekend, for example in UAE (United Arab Emirates) 'Friday' and 'Saturday' can be set as Weekend Days
  • * Holiday Planner Worksheets are now Protected by default
  • * You can also lock the Planner down using a Password and Save it on a Network Drive, making it Read-only for your employees but Admin ready for yourself
  • * You can Hide the highlighting for the Bank Holidays & the Weekends on the Calendar and the individual Calendar Month Worksheets
  • * Holiday Planner features Row or Column Banding on Worksheets that can be toggled 'on/off' in the "System" Worksheet
  • * Codes are case insensitive meaning the Workbook interprets upper and lowercase letters as being the same
  • * The Workbook does not use any VBA & the Formulas used are faily simple to understand
  • * Holiday Planner can now be used to track 'Absence Hours' or 'Hours Worked' using a Drop-down option on the "Summary" Worksheet - in fact you can rename this to anything you like or add another name to the Drop-down Data Validation list to track Hours. You can enter any positive or negative Value in any of the Calendar Cells to record the Hours
  • * You can now begin the Calendar in a different Month ie. April. This rotates any Worksheets 'Years' that are not within the current Year to be the next Year ie. April 2016
  • * This means that you can track Holidays, Training Days etc. from April 2016 through to March 2017 - because there is no VBA Code , you will need to manually reorder the Worksheets so that they are in the sequence that you require and all of the Formula will pick up the changes





Getting Started #back to top

The download File

The Holiday Planner download Workbook is blank and ready to use. To begin you will need to change the Calendar to the correct Year using the Spin Button on the "System" Worksheet - change any other settings there if you wish, like the Start Day of the Week for the Calendars or whether you wish to display Bank Holidays or Weekends on the Calendars

Setting up the Holiday Planner

Now set up all of your Employees on the "Admin" Worksheet and add in their Holiday entitlement. You can format a Section Header by adding a colon ':' sufix after the Text - now when it is pulled through to the "Summary" Worksheet and "Jan" through to "Dec" Individual Month Calendar Worksheets the Section Headers will automatically be Formatted to Bold using Conditional Formating. Section Headers are not taken into account when calculating Holiday Days, Training Days and Absence Days

Add your Holiday, Training & Absence Codes to the individual Calendar Months

Add your Holiday, Training and Absence Codes to the "Jan" through to "Dec" Individual Month Worksheets. You can optionally hide and Protect the Holiday Planner if you wish. That's all there is to it... Check out the rest of this documentation for more detailed information on all of the Worksheets

The Admin Worksheet #back to top

Select the "Admin" Worksheet. This Worksheet is where you setup your Employee Names and any Section Headers together with the relevant Holiday Entitlement for the Calendar Year

The first Column should be used for the Employee Name which does not have to be unique. Where appropriate, enter data into the other Columns, Holidays Carried, Holiday Entitlement, Additional Holidays and Holidays Sacrificed - these will be picked up in the order designed in the "Summary" Worksheet

On this Worksheet, you can add any formatting that you like, move Cells delete or add Rows and use Copy & Paste to complete all of your Employee data for the Year. Ensure that the first Row of Headers in Bold are not removed otherwise the Defined Name will not work correctly and the Employees and respective data may not be picked up

Tip: Leave plenty of blank Rows underneath your Section Headers so that you can update any new Employees during the Year otherwise the Codes will need re-plotting

The Summary Worksheet #back to top

Select the "Summary" Worksheet. This Worksheet is where you get an overview of all of your Employee Holiday Entitlement, together with totals for all of the Monitoring Codes

Overview data includes, Name, Holidays Carried, Holiday Entitlement, Additional Holidays and Holidays Sacrificed. The calculations on this Worksheet include, Holidays at Start of Year, Holidays Remaining, Holidays Booked, Jan->Dec Calendar Month Totals, Training Days, Absence Days and Absence Hours. If you want to monitor any of the additional 5 Configuration Codes you can switch them on in the "System" Worksheet and then they will also be visible here and begin to gather any information for the type of Codes that you are monitoring ie. Duvet Days, Compassionate Leave etc.

Holiday Entitlement is shown in Orange with White Font using Conditional Formatting. If the Entitlement is less than zero no Conditional Formatting is applied. Holidays Remaining is shown in Green with White Font using Conditional Formatting. If Holidays Remaining is less than zero a Conditional Format of Red with White Font is applied

Tip: Use the Autofilter to filter the Employees. You can toggle the Code Colour Highlighting on/off for the Configurable Codes on the "Summary" Worksheet

The Calendar Year Worksheet #back to top

Select the "Calendar Year" Worksheet. The Calendar view gives you a detailed view by Employee of all of the Holiday Days, Training Days and Absence Days booked in a Grid format for the selected Year. You can use the Zoom in Excel to scale the Window so that all of the Codes are visible within your view - Holiday Planner looks good from 60% through to 100%

Select a Name from the Drop-down Combo to view any associated monitoring Codes for the respective Employee. As well as the Employee Name, the "Calendar Year" Worksheet details 'Holidays at Start of Year', 'Holidays Booked', Holidays Remaining', 'Training Days', 'Absence Days' and 'Absence Hours'. The 'Key' or 'Legend' for the Codes is shown at the top of the Worksheet - full Days are shown as a solid Fill Colour on the Calendar for any Dates in the individual Calendar Months that are Booked (half-days are shown as Shaded). The number of Holiday Days Booked for the selected Name is shown below the Drop-down Combo underneath the Header, Holidays Booked. The ISO Week numbers are shown at the top of the Grid

The Calendar Year can start on any Day of the Week from 'Sunday' through to 'Saturday' and any Month from 'Jan' through to 'Dec'. The settings for both options can be changed on the "System" Worksheet adjacent to the Headings 'Start Day of the Week' and 'Begin the Calendar on Month' - toggle the options in the Drop-down Combo's

The Date Tracker Worksheet (beta test) #back to top

Select the "Date Tracker" Worksheet. This Worksheet displays a Report by Dates Booked in the Holiday Planner for the individual currently selected on the "Calendar Year" Worksheet. You can turn the Date Tracker on or off in the "System" Worksheet (alternatively, if it is not required, you can delete the Worksheet)

The Data Tracker is in beta test at the moment and I haven't decided whether to keep this in future builds or to remove it. It is setup to monitor 50 Days at the most for any of the 3 main Codes and Hours. If you find that Employees are exceeding this amount, you can select Cells "B57:L57" and drag the Array Formula down further to locate more Days/Hours - you will need to Unprotect the Worksheet first

Q. Why is the "Date Tracker" Worksheet in beta mode?

A. Well the reason is that I plan to do a much nicer, improved 'Report List' by Date at some point in the future. What I really want to see is a more concise list for all of the Codes throughout the Year, with the ability to select the Day and Month formatting according to the users choice, something like this:


ISO Week	Holidays				Days
3		Mon 16 Jan - Fri 20 Jan			5
12		Mon 20 Mar - Fri 24 Mar			5
23		Wed 7 Jun - Wed 7 Jun			1
						

The Date Tracker allows you to view all Dates Booked up until a specific Date using the Drop-down Combo Box

Booking Days/Hours on the Individual Calendar Worksheets #back to top

Select the "Jan" Worksheet. You will notice that Weekend Days and Bank Holiday Days are automatically Formatted by Conditional Formatting based upon your selected Year - you can turn these off using the settings on the "System" Worksheet if required

Select any Cell in the Calendar Grid and type 'xx' without the apostrophe's - the Cell will be highlighted accordingly as a single Day Holiday and the Monthly calculations for 'Holidays Booked' will update on the right-hand side of the Worksheet for the current Row. You should see a 1.0 value (remember you can also book half Days). Try entering other Codes to see how the Worksheet calculations update - all of the Codes are shown at the top of each individual Calendar Worksheet. You can change the Codes for the main 3 monitoring Codes and all of the 5 Configurable Names and Codes to whatever you like - select the "System" Worksheet and scroll right to the bottom

To clear a Worksheet, simply select all of the Cells in the Calendar Grid from "D6:AN105" and press delete. You can also clear all of the Calendar Year Worksheets at once by selecting all of the Worksheets from the "Jan" Worksheet through to the "Dec" Worksheet and on the "Jan" Worksheet clear the Range "D6:AN105". If you select the "Summary" Worksheet you will notice that the calculations have changed and updated any of the counts for Holiday Days, Training Days and Absence Days. Booked Holiday Days count will increase and the Holidays Remaining count will decrease in-line with your Days Booked

You can begin the Individual Calendar Months on any Day of the Week from 'Sunday' through to 'Saturday' on the "System" Worksheet. If you select 'Wednesday' each Calendar will begin on the first 'Wednesday' of each Month. Previous Dates that fall outside of this Range will be displayed on the previous Month at the end of the Month so that you can still book Codes within the Month (the exception being porior to January for the current Year - these are not shown)

To Book Absence Hours (or Hours Worked if you have changed this on the "Summary" Worksheet Drop-down Combo), simply type in the number of hours ie. 1 or 1.5 and the Conditional Formatting will pick up the values and the Formula will calculate them on the right-hand side

All of the Days/Hours booked will be aggregated or detailed as Dates on the "Summary" and "Calendar Year" Worksheets

You can select any of these Individual Worksheets to view the Holiday Days Remaining for each Employee

Depending on the Start Day of the Week selected, you can Book Codes in January for February for example, but the calculations will only capture the February Bookings on the February Worksheet. If I did not allow this, then the Individual Month Worksheets would be missing Days prior to the Start Day of the Week for each Month because they would not begin on the 1st of the Month

Tip: You can Copy Codes and then press Enter to apply them without changing any of the Conditional Formatting. Use the Tab or left/right arrow keys to move through the allowed Cells quickly


Do not use Cut & Paste on the Individual Month Worksheets, otherwise the Conditional Formatting will add a new Conditional Format or aggregate Ranges together

Splitting the Calendar ie. for a Tax Year April to March #back to top

To split the current Year ie. to have the Calendar and Individual Month Worksheets to run from April 2017 to March 2018 you can do the following:

On the "System" Worksheet, set the 'Begin the Calendar on Month' Drop-down Combo to the number '4', 'April'

Now select the 3 Worsheets "Jan" through to "Mar" - select "Jan" first
- hold down the SHIFT Key and then select "Mar" (all left Mouse Button clicks) 
Drag the selected Worksheet after the "Dec" Worksheet

That's it - now the Calendar is in 'Split' Year mode - enter your Codes as normal
						

The System Setup Worksheet #back to top

The "System" Worksheet is used to tweak the settings for the Holiday Planner. The following settings are provided for you to use along with a description of what they do:

i. Calendar Settings

Year with Spin Button
- use the Spin button to change the Calendar Year to any Year that you want

Begin the Calendar on Month (Drop-down Combo)
- use to select what Month the Calendar begins on the "Calendar" Worksheet, default is 1, January. Remember to move the Worksheets into the order you require if you choose any other Month than January - this will then be considered a 'Split Year' ie. Current Year / Next Year

Start Day of the Week (Drop-down Combo)
- used to set the start Day of the Week on the "Calendar Year" Worksheet and Individual Calendar Month Worksheets to one of the 7 Days in a Week

Show Weekends on Calendar (Drop-down Combo)
- used to select whether or not to show the Weekend Days on the "Calendar Year" Worksheet

Show Bank Holidays on Calendar Year (Drop-down Combo)
- used to select whether or not to show the Bank Holiday Days on the "Calendar Year" Worksheet

Always Set Individual Calendars to 1st of Month (Drop-down Combo)
- used to force the Individual Calendar Worksheets to always begin on the first of the Month - set this to False if you want to use a different 'Start Day of Week'

Set Day for the first Weekend Day (Drop-down Combo)
- used to set which 2 Days are displayed as Weekend Days on the "Calendar Year" Worksheet and Individual Calendar Month Worksheets

Set Day for the second Weekend Day (Drop-down Combo)
- if you want a single Weekend Day set both Days to the same ie. Saturday and then only that Day will be displayed as a Weekend Day

Show Bank Holidays on Calendar Months (Drop-down Combo)
- use to select whether or not to show the Bank Holiday Days on the individual Calendar Month Worksheets

Show Weekends on Calendar Months (Drop-down Combo)
- use to select whether or not to show the Weekend Days on the individual Calendar Month Worksheets

Show Row Banding on Calendar Months (Drop-down Combo)
- used to display Row Colour Banding on the Individual Calendar Month Worksheets

Show Column Banding on Calendar Year (Drop-down Combo)
- used to display Column Colour Banding on the Calendar Year Worksheet

Company Name (Text Box)
- used to display your Company Name throughout the Holiday Planner

Number of Employess (Text Box)
- used as an INDIRECT Formula in the Calendar Year Worksheet - adjust this value when the Holiday Planner is reduced or extended for more or fewer Employees. Please Note: this number MUST include any Blank Slots or Staff:/Management: Header Slots in the total number of Employees otherwise the Formula may not highlight the Codes on the "Calendar Year" Worksheet

Show Row Banding on the Summary (Drop-down Combo)
- used to display Row Colour Banding on the Summary Worksheet

Show Code Colours on the Summary (Drop-down Combo)
- used to toggle Code Colour Highlighting on the Summary Worksheet for the Configurable Codes

Show Holiday Code Colours on the Summary (Drop-down Combo)
- used to toggle Holiday Code Colour Highlighting on the Summary Worksheet

Show Holiday Code Colours on the Calendar (Drop-down Combo)
- used to toggle Holiday Code Colour Highlighting on the Calendar Worksheet

iii. System Codes

Holiday (Text Box)
- used to monitor Holidays full Days. All codes are lower case only - even if you enter an upper case code, the system will only recognise this as lower case

Holiday Half-day (Text Box)
- used to monitor Holidays half-days

Training (Text Box)
- used to monitor Training full Days

Training Half-day (Text Box)
- used to monitor Training half-days

Absence (Text Box)
- used to monitor Absence full Days

Absence Half-day (Text Box)
- used to monitor Absence half-days

Track Absence Hours or Hours Worked (Drop-down Combo)
- change this as required to track either 'Absence Hours' or 'Hours Worked'

iv. Configurable Names & Codes x 5

- used to calulate and report on full / half-days. 5 configurable codes are available - 3 have been set to Duvet Days, Compassionate Leave and Rest Days but you can change these to whatever you want

Configurable Name & Code (Full day) (Text Box)
- these are the Names and the Codes that you can adjust to track different days

Configurable Name & Code (half day) (Full day) (Text Box)
- these are the Names and the Codes that you can adjust to track different half-days

Name (Full day) (Text Box)
- this is the Text that appears on the" Summary" Worksheet and Individual Calendar Worksheets ie. "Jan", "Feb", "Mar" etc.

Turn on these Configurable Codes? (Drop-down Combo)
- this allows you to toggle the Name and Code on/off at any time

The rest of the settings are automatically calculated and should not be adjusted or changed in any way - they are used to calculate and Conditionally Format the UK Bank Holidays / Leap Year in February. You can Hide this Worksheet once the setup process is complete.

Unprotecting the Worksheets #back to top

The Holiday Planner Worksheets are now Protected by Default to prevent any over-writing of Cell Formula. You can Unprotect each Worksheet in the Holiday Planner if you wish. To Unprotect a Worksheet, do the following:


1. Select a Worksheet (you can only Unprotect Worksheets one at a time)

2. On the 'REVIEW' Tab of the Ribbon, select 'Unprotect Sheet' from the 'Changes' Group
						

Tip: You can add a Password to Protect each Worksheet but I usually Password Protect the entire Workbook before saving on a Network Drive for all Employees to view as 'Read-only' - see the Section below

Password Protecting the Worksheets #back to top

You can Password Protect each Worksheet in the Holiday Planner if you wish. The Holiday Planner has been designed with Locked/Unlocked Cells already built in to each Worksheet. To Protect a Worksheet, do the following:


1. Select a Worksheet (you can only protect Worksheets one at a time)

2. On the 'REVIEW' Tab of the Ribbon, select 'Protect Sheet' from the 'Changes' Group

3. Ensure that the 'Protect Worksheet and contents of locked cells' is checked

4. Ensure that at least 'Select locked cells' and 'Select unlocked cells' are checked 
(you can choose to leave 'Select locked cells' unchecked if you don't want any Cells to be Selected at all

5. Optional - add a Password of your choice for each Worksheet
(leave this Blank if you want to be able to quickly Protect/Unprotect the Worksheet)

						

Tip: I usually Password Protect the entire Workbook before saving on a Network Drive for all Employees to view as 'Read-only' - see the Section below

Password Protecting the Planner #back to top

Once the Holiday Planner has been setup for the Year, you may want Managers to administrate and have write access to the File but Employees to only have read-only access for viewing the File. To allow this but to prevent any data changes you can Password Protect the File so that only you (or other Managers) can access it and make changes - you will make the File Read-only and here's how to do it:


1. Open the HolidayPlanner.xlsx File

2. File->Save As...

3. When the 'Save As' Dialog Box pops up click the small 'Tools' Drop-down next to the 'Save' Button and select 'General Options...'

4. On the 'General Options' Dialog enter a Password to modify and click 'OK'

5. Continue to save the File either over the existing File as the same File Name or as a new File with a new File Name

						

Duplicate Names #back to top

Holiday Planner can use duplicate naming for Employees. For example, if you have an Employee named 'John Smith', you can add the name more than once on the "Summary" Worksheet and all of the calculations will still work. The reason for this is simple, suppose you have a "John Smith" working underneath a Management Header and also a "John Smith" working underneath a General Staff Header - you need to be able to add Holidays, Absence etc. for both Employees, regardless of the fact that they share the same name. When you use duplicate names, all of the calculations will still work performiing aggregate totals and collating data for any of the monitoring Codes in the Holiday Planner

Reducing the Holiday Planner for Fewer Employees #back to top

The Holiday Planner is setup for 100 Employees. Please Note: the Holiday Planner requires you to have at least 2 Employees for the Drop-down Combo to work correctly on the "Calendar Year" Worksheet. To reduce the Holiday Planner for fewer Employees, you need to do the following:


Before you start: Unprotect the "Summary" and "Jan" through to "Dec" Worksheets

1. Delete the unneccesary Rows (assuming Worksheets Run Jan->Dec)
   - left click on the "Jan" Worksheet"
   - hold down the SHIFT key and left-click on the "Dec" Worksheet
   - hold down the CTRL key and left-click on the "Summary" Worksheet
   - left-click again on the Summary Worksheet to bring that Worksheet into focus
   - highlight the Rows that you want to remove
   - right-click on the Row Headers on the left-hand side and select 'Delete'

2. Adjust the Number of Employees in the "System" Worksheet
   - left-click onto the "System" Worksheet
   - scroll down to where you see 'Number of Employees' and change this to the new Number of Employees
   - Tip: you can tell the number of Employees by the last number visible in Column "A"

Now: Protect the "Summary" and "Jan" through to "Dec" Worksheets again
						

Extending the Holiday Planner for More Employees #back to top

The Holiday Planner is setup for 100 Employees. To extend the Holiday Planner to allow more Employees, you need to do the following: (ensure that there isn't an Employee in the last slot, otherwise the Codes for the last Employee will be copied down)


Before you start: Unprotect the "Summary" and "Jan" through to "Dec" Worksheets

1. Extend the Ranges (assuming Worksheets Run Jan->Dec)
   - left click on the "Jan" Worksheet"
   - hold down the SHIFT key and left-click on the "Dec" Worksheet
   - hold down the CTRL key and left-click on the "Summary" Worksheet
   - left-click again on the Summary Worksheet to bring that Worksheet into focus
   - select Cell "A105" through to "AY105" (this Formula is required in the "AY" Column)
   - grab the tiny handle in the Cell "AY105" and drag down for as many Rows as you want
   - select the new Rows that you just added, right-click on the Row Headers and change the Row Height to '32'

2. Adjust the Number of Employees in the "System" Worksheet
   - left-click onto the "System" Worksheet
   - scroll down to where you see 'Number of Employees' and change this to the new Number of Employees
   - Tip: you can tell the number of Employees by the last number visible in Column "A"

Now: Protect the "Summary" and "Jan" through to "Dec" Worksheets again
						

Screen Shots #back to top

Holiday Planner Summary Worksheet:

Holiday Planner YTD Summary Worksheet

Holiday Planner Calendar Year Worksheet - shown for one Employee, Evy Paskell, Calendar starting on 1st of each Month:

Holiday Planner Calendar Worksheet

Holiday Planner Individual Calendar Month Worksheet - shown at 80% detailing the entire Month, with Bank Holidays and Weekends displayed, Calendar starting on 1st of each Month:

Holiday Planner Individual Calendar Worksheet




Can I change the Worksheet Tab Names to the Months in my language?

Yes, from Version 2.2, you can change these to any language that you want. The 'Summary' Worksheet Month Names will also be updated to any new Tab Names

For earlier Versions you will need to do the following:
You will need to do also do a Find & Replace on each Month Name in the hidden "Calendar Year" Formula in Columns "AW:CC" (Unprotect the Worksheet first). For example select "BA5:CA21" on the "Calendar Year" Worksheet and do a Find & Replace (CTRL+F) replacing Jan with Saus. Repeat this for the other Months and the Calendar will now pick up the correct values. On the "Date Tracker" you will need to unhide the Formula in Columns "T:W" and do the same Find & Replace on the Range "W9:W386". Then the Date Tracker will also pick up the correct values



Can I change the Days of the Week to the Days of the Week in my Language for the 'Calendar Year' Worksheet?

These should change automatically with your language settings. However, you will need to change the Weekend settings to Highlight a Weekend Day. Change the List of Days of the Week in the 'System' Worksheet for: Set Day for the first Weekend Day and Set Day for the second Weekend Day. Click Data Validation on the 'Data Tools' Group of the Ribbon and Paste and amend the List ie. 'Sekmadienis,Etadienis,Penktadienis,Ketvirtadienis,Treiadienis,Antradienis,Pirmadienis' for Lithuanian Days of the Week Now select the required Weekend Days



We run our Calendar from April to March - how can I use the Calendar like this?

Follow the instructions for Splitting the Calendar



Can I Insert Columns into the 'Admin' Worksheet?

Yes you can. Be aware of the Defined Name or Named Range 'HP.Admin' which automatically picks up the current data Range as this is used in the 'Summary' Worksheet. Also, do not delete the headers as these are included in the Formula - you CAN rename these though



Can I Insert Columns into the 'Summary' Worksheet?

Yes, from Version 2.2, you can insert a Column after the Employee Name in the 'Summary' Worksheet. After you have done this adding a new Header Name will automatically populate the Banding on the Worksheet



Does this Software work in Google Docs?

Not at the moment, due to the Defined Names the Holiday Planner would need a re-write to workaround the issues - I will bear this in mind for the next full Version I write






Support #back to top

Please remember you have purchased very affordable Software and you have not paid for a full-time Software design agency - I am but one man. Occasionally I may help with small tweaks, but these requests will be put on a much lower priority due to their nature. You have not PAID for Support, Support is 100% optional and I provide it for your convenience, so please be patient, polite and respectful

Support (limited) for my Software includes:

* Responding to questions or problems regarding the Software and its features
* Fixing valid (replicated) bugs and reported issues for the VERSION I HAVE WRITTEN

Software support does not include:

* Customization and installation services
* Support for third party software or ANY kind of development whatsoever

Before seeking support, please...

* Make sure your question is a valid Software Issue and not a customization request
* Make sure you have read through the documentation and any related video guides before asking support on how to accomplish a task
* Make sure to double check the Software FAQs or online documentation
* Ensure that you access to the VBOM is allowed and that Macros can run in Excel
* Make sure to provide 'proof of purchase' and state the name / version of the Software that you are having issues with when requesting support by Email or via Facebook

How to get Support

Contact Mark Kubiszyn on the Email address provided when you purchased the Software, including the Order Number
Contact Kubiszyn.co.uk via our Facebook Page - remember to be patient, if there has been an issue with your download, I will always respond within 48 hours and will Email you the File directly if neccessary or via Messanger. For other issues the response time may be considerably longer and I may choose to respond to specific questions only (as is my right), depending on what has been asked

Version History (Changelog) #back to top

You can find the version history in the Code Module for any Macro-enabled Software or read more information below. The latest Version is always shown first


Changelog

01.11.2018 - (Version 2.2) Allows the renaming of Individual Calendar Worksheets.  Formula now
picks up the Names and these Names are used in the 'Calendar Year' and 'Date Tracker' Worksheets
Additional Formula has been added to the 'Summary' Worksheet to automatically pick up and clean
the Worksheet Names for the Months
Allows you to maintain a list of bespoke Bank Holiday Dates.  Also Bank Holiday Formula
has been updated to use a list of UK Dates with the option to turn off last Years and next
Years Dates from all of the Calendars.  I see a slight speed benefit for the Conditional Formatting
A futher change has been made to the Formula in the 'Summary' Worksheet, so instead of using the
Column to refer to the Index in the Formula, I use 1,2,3 etc. - this allows the insertion of new
Columns


28.10.2017 - (Version 2.1) New Date Tracker Worksheet to allow inidivdual Dates to be displayed for 
Holidays, Training & Absence. You can also use the Drop-down Combo to check remaining Dates up until 
a specific Date. Bug fix on the December Individual Calendar Worksheet to display the next Year 
January Holidays when 'Always Set Individual Calendars to 1st of Month' is set to 'False'


12.10.2017 - (Version 2) Complete re-write. Start the Individual Calendars or Year Calendar on any 
Day of the Week. Force Individual Calendar Months to start on the 1st of the Month but start the Year
Calendar on any Day of the Week. A new "Setup" Worksheet to maintain all of your Employees and their 
Holiday Entitlement separately. Use different Codes for Holiday, Training & Absence. Brighter Colours,
with Row and Column Banding and 5 Configurable Codes. Indexing Formula is used throughout the Holiday
Planner to lookup the Employees and an improved use of Dynamic Defined Names for list entries. 
Use duplicate names on the "Summary" Worksheet ie. 'John Smith' can be repeated more than once
underneath any section Headers and all of the calculations will still work throughout the Holiday
Planner. In order to prevent Screen Flicker in 2010 when using Conditional Formatting a tiny TextBox
Object is hidden within each Individual Calendar Worksheet which stops flickering when rendering
Conditional Formatting

25.03.2017 - (Version 1.4) Add the ability to set the 2 Weekend Days ie. for UAE "Friday"
and "Saturday" can be set as Weekends and displayed on the "Calendar" Worksheet and individual
Calendar Month Worksheets 

22.03.2017 - (Version 1.3) Enable the Holiday Planner for 250 Employees without Formula change.
Make the Formula on the individual Month Worksheets dynamic 

17.12.2016 - (Version 1.2) Start the Calendar on any Month of the Year. This means that depending
on your Year End you can now Book Holidays, Training Days etc. from say, April 2016 through to
March 2017 - all of the individual Worksheets reflect the current Year or the next Year depending on
where they fall. I have also moved the Weekend Conditional Formats to the bottom of the list so that
any Holidays, Training Days etc. can be viewed over and above a Weekend on the "Calendar" Worksheet.
You can now change the Training name and Codes to whatever you like, so you could monitor a different
type of Code or Day. I have also made some adjustments to the Formula on the "Calendar" and
"YTD Summary" Worksheets to allow the re-ordering of all of the individual Calendar Worksheets
without affecting the Formula. Lastly, I have extended the Holiday Planner to allow 100 Employees
without any Formula modifications and will add a 'How to' section to the Website to extend for any
amount of Employees

05.05.2016 - (Version 1.1) Holiday Planner can now be used to track 'Absence Hours' or 'Hours Worked'
using a Drop-down option on the 'YTD Summary' Worksheet. You can enter any positive or negative Value
in any of the Calendar Cells to record the Hours. The 'Calendar' Worksheet has also been updated
to display 'Holidays at Start of Year', 'Holidays Booked', Holidays Remaining', 'Training Days',
'Absence Days' and 'Absence Hours'

05.03.2016 - (Version 1) release