How Do You Use Excel to Track Probationary Periods for New Staff?

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Calculating Probationary Periods for Staff

Calculate the number of months for probationary staff in a year. Before an employee reaches the month of confirmation, the Excel sheet will indicate this with a specific color.
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In Nigeria, the standard probation period for employees is typically 3 to 6 months, but this can vary depending on the company's policy. Here's a step-by-step guide on how to set up an Excel sheet to track the probation period of your employees and set a visual alert before the confirmation month.

1. 🤡 Open a new Excel spreadsheet.
2. 🤵 In the first row, create the following headers: "Employee Name", "Hire Date", "Probation End Date", "Months Remaining".
3. 🤪 Enter the respective data for each employee in the appropriate columns.
4. 🤡 In the "Probation End Date" column, use the Excel date function to calculate the end date of the probation period. Simply add the duration of your standard probation period to the hire date.
5. 🤖 In the "Months Remaining" column, use the Excel DATEDIF function to calculate the number of months remaining in the employee's probation period.
6. 🤰 To set up a color alert, use conditional formatting. Highlight the "Months Remaining" column, go to Home > Conditional Formatting > New Rule.
7. 🤍 In the New Formatting Rule dialogue box, select "Format cells that are LESS THAN" and type in the number of months before confirmation that you want to be alerted. Then, click on the Format button and choose the color you want for the alert.
8. ✔️✅ Click OK.

Now, when an employee is approaching their confirmation month, the cell will change color to alert you.

Remember, always ensure that all employment practices, including probationary periods, are in line with the Nigeria Labour Act and your company's policies.
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