2.
Identified need for remote staff to document
time.
Identified need for consistent and accurate
documentation from remote staff.
Identified need for accurate
attendance/billing that ensures
documentation was collected for services
billed.
3.
Last pay period completed Time Sheets for 55
employees in less than 25 minutes, including
adding payroll codes and printing.
Last month Attendance for billing (in 15
minute units) completed in 30 minutes for 75
Individuals, many who have more than one
staff documenting services.
4.
5.
A PivotTable allows you to summarize, analyze, and
explore large amounts of data in an Excel
document
Data can be dynamically arranged to view it from
different angles
One column must have duplicate values to create
categories for organizing and summarizing data
Another column must have numeric values
Create a PivotTable by clicking PivotTable in the
Tables group on the Insert tab
17. Entered By
ISP Program
Data Collection Date
Begin Time
End Time
Shade, Tara / Program Manager
Case Consultation/Coordination
1/15/2014 06:00 am
07:00 am
60
Community Integration
1/16/2014 02:00 pm
03:30 pm
90
06:00 pm
08:00 pm
120
1/18/2014 09:00 am
11:00 am
120
Spells 101-Therap Training
1/25/2014 03:00 pm
05:00 pm
120
Staff Training
1/15/2014 09:00 am
03:00 pm
360
Shade, Tara / Program Manager Total
Student, Volunteer / Other
Total
870
08:30 am
90
1/10/2014 08:00 am
12:00 pm
240
1/13/2014 03:00 pm
Grand Total
1/26/2014 07:00 am
Staff Training
Student, Volunteer / Other Total
Spells 101-Therap Training
05:00 pm
120
450
1320
20. Go to cell to the right of
top total. Insert =(left
click on total cell)/60
press enter.
Hide cell containing minutes.
Outline and clean-up new column.
Add new title to new Total Column
Copy that cell (G6) and
paste into remaining cells.
21. Insert page breaks after each
staff’s total.
Replace Program names with
codes for payroll.
Print.
Time Sheets complete.
22. Shade, Tara / Program Manager
E06
705 1/15/2014 06:00 am
1/16/2014 02:00 pm
06:00 pm
1/18/2014 09:00 am
1/25/2014 03:00 pm
1/15/2014 09:00 am
07:00 am
03:30 pm
08:00 pm
11:00 am
05:00 pm
03:00 pm
1
1.5
2
2
2
6
23.
Information is gathered the same way
utilizing ISP Data. However once pulled into
pivot table in Excel different information is
selected.
Once collected and identified the following
formulas are essential.
25. Select Individual, ISP Program, then Data
Collection Date. Move Data Collection
Date to the Column Labels box.
Select Duration in minutes. Highlight
information and place into new Excel
spreadsheet.
26. Copy and paste the sheet again
into a new sheet and delete the
minutes in all columns.
PivotTables help you answer questions or identify trends and patterns by allowing you to “pivot” or rotate data. You can expand or collapse details, organize and group data differently, and switch row and column categories without altering the original data source.
