Key tasks: create and share an excel template by using the office add

Excel templates make it possible lớn get a customisable planning already filled in with information exported from tiennghich.mobi.

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Thanks lớn tiennghich.mobi, you can generate and print schedule templates for free in an Excel format. You just need to lớn select the date, the department & the Excel planning template you wish khổng lồ use, and tiennghich.mobi creates it directly under Excel with just a clichồng. Each tab contains the agenda of an employee & you can even print the entire workbook if needed.

Week-end & days off are automatically extracted from tiennghich.mobi with their dedicated colors. Colors defined for your employees are also taken into lớn trương mục and re-used in the timesheet which size automatically adapts to the number of days included in the month.


Create và print your Excel planning template with tiennghich.mobi


Video: How khổng lồ create your excel schedule?Monthly report of the hours of the employees by taskBoard pre-filled with hours of the staff by customerBlank monthly scheduleExcel template of summary table of the absencesCreating your Excel template for tiennghich.mobi

Video: How lớn create your excel schedule?


Monthly report of the hours of the employees by task


For each resource targeted by your request in tiennghich.mobi, this export will allow you khổng lồ know the number of hours dedicated every day to lớn each task. The template used will automatically generate a tab by resource in an Excel tệp tin.


Available from version 4.4.1.

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Every generated sheet indicates automatically, for the month selected during the configuration of your export in tiennghich.mobi:-The name of your company (once this information has been entered in the Excel template),-ID, name và first name of each resource,-Each customer this resource interacted with,-The daily detail in hours of the time dedicated to lớn each customer,-The total of hours worked per day by each resource,-The total of hours dedicated to lớn each customer during the selected month.


Board pre-filled with hours of the staff by customer


For each resource targeted by your request in tiennghich.mobi, this export will enable you khổng lồ know the number of hours dedicated every day to lớn each of your customers. The template used will automatically generate a tab by resource in an Excel tệp tin.


Available from version 4.4.1

*

Every generated sheet indicates automatically, for the month selected during the configuration of your export in tiennghich.mobi:-The name of your company (once this information has been entered in the Excel template),-ID, name and first name of each resource,-Each customer this resource interacted with,-The daily detail in hours of the time dedicated to each customer,-The total of hours worked per day by each resource,-The total of hours dedicated khổng lồ each customer during the selected month.

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Blank monthly schedule


tiennghich.mobi also enables you to integrate empty calendars in your templates, allowing you, for example, to plan last-minute replacements for unscheduled absence of your resources.


Available from version 4.4.1

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Excel template of summary table of the absences


tiennghich.mobi also allows you to integrate a summary of the absences inkhổng lồ your templates, thus enabling you khổng lồ get a visibility on the actual monthly presence of your employees.


Available from version 4.4.1

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How khổng lồ create your Excel template for tiennghich.mobi?


Create an Excel template

tiennghich.mobi offers a number of templates, but you can also create your own models và have them filled in automatically from the data contained in tiennghich.mobi. To vị so, you just have sầu to lớn create a new Excel workbook. The first sheet of your workbook will be the template . Once your template has been created, make sure you save it in the same directory as the one that contains the templates included by default in tiennghich.mobi, otherwise it will not appear in the software. The mặc định installation thư mục is the Excel subfolder available in the application folder (…ExcelGB).

: month : year : name of the resource : first name of the resource : resource ID : number of hours spent each day on each task by your staff : number of hours spent each day by each customer : danh sách of unavailabilities of the month with duration by employee : blank monthly schedule. Number of lines displayed in the planning board is defined by the number shown in the tag (here 3 lines)

Select & fill in the selected template

- In tiennghich.mobi, open the "Tools" thực đơn & choose "Excel planning". - In the window that appears, choose the month you wish to extract the information from. You can then filter on the department you wish lớn run the query on before chosing the appropriate template in the drop-down menu. Then clichồng the "Generate" button:

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- The selected template is automatically generated in Excel và filled in with information from tiennghich.mobi for the chosen month.

Save sầu information in Excel

Once your tệp tin has been generated in Excel, save it in a specific folder (different from the one used for templates) & give sầu it a different name. Keep in mind, if you click on "Save" instead of "Save As", the template will be overwritten và you will no longer be able to generate your reports.