Excel Database for Employee Relocations
Budget: $10 – $30 CAD
I need an Excel database to manage and track multiple employee relocations efficiently.
Key Requirements:
- Employee Data: #, File #, Employee Name, Employee #, Representation, Relocating From, Relocating To, Transfer Date, Expiry Date, Overall Status, Comments, Initial Contact Email Sent, Documents for Initial Process Received, Salary Information Requested from HR, Capped Entitlements Determined, Capped Amount, Appraisal Process (Appraisal Information Sent to Employee, Appraisal Documents Received, Home Inspection (Request sent to inspector, Scheduled, Report Received, Invoice Submitted), Appraisal (Appraisal 1 - Scheduled, Appraisal 1 - Invoice Submitted, Appraisal 1 - Report Received, Appraisal 2 - Scheduled, Appraisal 2 - Invoice Submitted, Appraisal 2 - Report Received, Appraisal 3 - Scheduled, Appraisal 3 - Invoice Submitted, Appraisal 3 - Report Received), Documents Sent to Keenan for Review, Purchase Guarantee (PG Offer Package Created, PG Offer Package Sent to Employee, PG Offer Response Due, PG Offer Response), Household Move (Requested, Estimate Received, Scheduled, Invoice Submitted), Legal Fees (Purchase Draft Account Requested, Sale Draft Account Requested, Cheque Req for Purchase Created, Cheque Req for Sale Created), Advance of Equity (Forms Received and Processed, Cheque and Letter Sent to Law Firm, Request to Return Funds Sent to Lawyer, AOE Return Funds Due By), Miscellaneous Expenses (Form Received, Form Submitted), Interim Expenses (Look in PowerBi for End Expenses, Enter Expenses into Reloh and Excel), Take Over (Take Over Date, Folder Created, RE Specialist Notified, Abort Take Over), Account Closure (Account Closed On, Survey Email Sent to Employee)
- Functionalities:
- Automated task reminders
- Data filtering and sorting
- Visual charts or graphs to represent data
Ideal Skills:
- Proficiency in Excel
- Experience in creating automated reminders and visual data representations
- Strong attention to detail and organizational skills
Key Requirements:
- Employee Data: #, File #, Employee Name, Employee #, Representation, Relocating From, Relocating To, Transfer Date, Expiry Date, Overall Status, Comments, Initial Contact Email Sent, Documents for Initial Process Received, Salary Information Requested from HR, Capped Entitlements Determined, Capped Amount, Appraisal Process (Appraisal Information Sent to Employee, Appraisal Documents Received, Home Inspection (Request sent to inspector, Scheduled, Report Received, Invoice Submitted), Appraisal (Appraisal 1 - Scheduled, Appraisal 1 - Invoice Submitted, Appraisal 1 - Report Received, Appraisal 2 - Scheduled, Appraisal 2 - Invoice Submitted, Appraisal 2 - Report Received, Appraisal 3 - Scheduled, Appraisal 3 - Invoice Submitted, Appraisal 3 - Report Received), Documents Sent to Keenan for Review, Purchase Guarantee (PG Offer Package Created, PG Offer Package Sent to Employee, PG Offer Response Due, PG Offer Response), Household Move (Requested, Estimate Received, Scheduled, Invoice Submitted), Legal Fees (Purchase Draft Account Requested, Sale Draft Account Requested, Cheque Req for Purchase Created, Cheque Req for Sale Created), Advance of Equity (Forms Received and Processed, Cheque and Letter Sent to Law Firm, Request to Return Funds Sent to Lawyer, AOE Return Funds Due By), Miscellaneous Expenses (Form Received, Form Submitted), Interim Expenses (Look in PowerBi for End Expenses, Enter Expenses into Reloh and Excel), Take Over (Take Over Date, Folder Created, RE Specialist Notified, Abort Take Over), Account Closure (Account Closed On, Survey Email Sent to Employee)
- Functionalities:
- Automated task reminders
- Data filtering and sorting
- Visual charts or graphs to represent data
Ideal Skills:
- Proficiency in Excel
- Experience in creating automated reminders and visual data representations
- Strong attention to detail and organizational skills