File Management with Excel and Folders
Step 1
How Lisa keeps organized
Lisa demonstrates her method for organizing employee time off with Excel spreadsheets and folders.
Step 2
Manage your employees’ PTO with Excel
Begin by opening a blank Excel sheet and adding employee names, personal, and vacation days to keep track of paid time off (PTO) effectively.
Step 3
Copy and paste in Excel
Instead of typing everything again, just highlight the text you want to duplicate, right-click, and hit 'copy.' Then, right-click where you want to put it and choose 'paste.'
Step 4
Create a copy of your worksheet
You can save time by copying the info you've already entered for one employee and pasting it onto another worksheet for the others. Then, just give each sheet the name of the respective employee.
Step 5
Create a folder
Let's save all this in a new folder. Just go to 'File' and 'Save As' to keep everything organized.