How to Track Family Medical Leave Through Microsoft Excel
While Microsoft Excel is a viable business tool, it can also be a valuable asset for keeping track of household and personal data. Family medical leave is something that needs to be tracked so you can be prepared when you need it. The FMLA (Family Medical Leave Act) has specific guidelines for how much time is allowed for employees and how it is accumulated. Setting up a Microsoft Excel sheet will keep you informed on how much time you have accumulated, how much you have used and how much you have left.
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Instructions
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Set Up the Worksheet
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Start a new Microsoft Excel workbook.
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Set your page orientation to "Portrait." In Excel 2007, click on the "Page Layout" tab in the ribbon at the top of the screen. Click on "Orientation," then "Portrait" under the "Page Setup" section.
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Add your page header. This is just a way to know what you are looking at in the event that you need to print the worksheet. Select cells A1 to I1. Click on the "Merge and Center" button; this button is under the "Alignment" section on the "Home" tab. Type in whatever you want in the newly merged cells. For example, you can use "Family Medical Leave Tracker" or "FMLA Worksheet."
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Select cell G2 and type "Starting Amount." Select cell "I2" and type in the amount of family leave that you have accumulated so far. You can get this amount from your company's Human Resources department or by checking the FMLA guideline.
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Select cell A3 and type "Date" for the column header. This tells you the type of data that is tracked in the columns.
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Select cell B3 and type "Amount Used." This column shows how much time you have used for a certain date.
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Select cell C3 and type "Amount Left." This column shows how much family leave time you have remaining. Resize all of the columns so the column heading can be easily read.
Adding the Formulas
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Select cell C4 and type in the formula, "=I2-B4" before pressing the "Enter" key. This will subtract the amount used from the starting amount.
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Select cell C5 and type in the formula, "=C4-B5" then hit the "Enter" key. This will keep track of how much time you have left after entering different amounts as the days go by.
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Copy the formula from cell C5 to the other cells in the column to the end of the page. To do this, select cell C5. Place the mouse cursor at the bottom, right corner of the cell. The cursor will turn into a thin, black cross. Click the edge and drag it down to the bottom of the page.
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Enter the dates and the amount of time used each time you use FMLA time. As you continue to document the dates and amount of family leave time used, the sheet will calculate how much you have left.
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Tips & Warnings
Every year when the amount of time you have accumulated has reset, change the starting amount time in cell I2.
You can change the font size and color of the page header to make it stand out from the rest of the text on the screen.
References
- "Special Edition Using Microsoft Office Word 2007"; Faithe Wempen; 2007
- "Teach Yourself VISUALLY Microsoft Word 2003 (Teach Yourself VISUALLY (Tech))"; Elaine Marmel; 2006
