Employee Management Form & Dashboard
Budget: $25 – $100 USD
Development of Excel Macro-Based Data Entry Form & Dashboard for Workforce Analysis
Objective:
I am looking for an experienced Excel VBA/Macro developer to create a comprehensive data entry form and an interactive dashboard to track and analyse the mobilization and training status of employees deployed across various project sites.
Scope of Work:
The solution should include two main components:
1. Macro-Enabled Data Entry Form
2. Dashboard for Data Analysis & Reporting
Data Entry Form Requirements (Excel with VBA Macros):
The form should capture the following fields:
1. Project ID
2. Location
3. Employee ID
4. Employee Name
5. Designation
o Drop-down menu (full list will be provided)
6. Date of Entry to Country
o Should use a calendar popup
7. Date of Entry to Camp
o Calendar popup
8. Date of Safety Induction
o Calendar popup
9. Date of Exit
o With sub-categories:
o Exit Reason (Dropdown: Termination / Resignation / Transfer / Annual Leave / Emergency Leave)
If Transfer:
Dropdown for new Project Location (list will be shared)
Checkbox: Transfer Approved?
If Yes: Attach email approval (button for file attachment)
If Annual or Emergency Leave:
Two calendar fields: From and Upto
10. Trainings Completed
o Checklist with all available trainings (e.g., H2S, Hole Watcher, Confined Space)
o For each checked training: file attachment option for certificate upload
11. Regular Working Hours
o Defaulted to 8 hours/day (used for man-hour calculations)
Dashboard Requirements:
The dashboard should provide real-time, filterable views based on the entered data:
1. Mobilization Period
o Time between entry to country and entry to camp
2. Pre-Induction Delay
o Time between entry to camp and safety induction
3. Man-hours Calculation
o Based on working days between above dates × 8 hours/day
4. Training Filters
o Ability to input a training (e.g., “Hole Watcher”) and view all employees who completed it
o Search/Filter by Project, Location, or Training Type
Key Functional Expectations:
• Must be fully developed in Excel with VBA Macros
• Calendar popups for date entries
• Drop-downs and checkboxes should be editable/flexible for future updates
• File attachment capability for emails and training certificates
• Easy-to-use interface for non-technical staff
• Auto-calculated fields for durations and manhours
Deliverables:
1. Excel .xlsm file with all form functionalities
2. Dashboard (either integrated into same file or as a separate sheet)
3. Code and form should be open for editing by us later (no password protection)
4. Short user manual or instructions (basic documentation)
Ideal Freelancer Should Have:
• Expertise in Excel VBA/Macros
• Experience creating data-driven dashboards
• Ability to deliver professional, user-friendly layouts
• Quick communication and proactive suggestions
Timeline:
We expect this to be delivered within 5–7 days from award date
Objective:
I am looking for an experienced Excel VBA/Macro developer to create a comprehensive data entry form and an interactive dashboard to track and analyse the mobilization and training status of employees deployed across various project sites.
Scope of Work:
The solution should include two main components:
1. Macro-Enabled Data Entry Form
2. Dashboard for Data Analysis & Reporting
Data Entry Form Requirements (Excel with VBA Macros):
The form should capture the following fields:
1. Project ID
2. Location
3. Employee ID
4. Employee Name
5. Designation
o Drop-down menu (full list will be provided)
6. Date of Entry to Country
o Should use a calendar popup
7. Date of Entry to Camp
o Calendar popup
8. Date of Safety Induction
o Calendar popup
9. Date of Exit
o With sub-categories:
o Exit Reason (Dropdown: Termination / Resignation / Transfer / Annual Leave / Emergency Leave)
If Transfer:
Dropdown for new Project Location (list will be shared)
Checkbox: Transfer Approved?
If Yes: Attach email approval (button for file attachment)
If Annual or Emergency Leave:
Two calendar fields: From and Upto
10. Trainings Completed
o Checklist with all available trainings (e.g., H2S, Hole Watcher, Confined Space)
o For each checked training: file attachment option for certificate upload
11. Regular Working Hours
o Defaulted to 8 hours/day (used for man-hour calculations)
Dashboard Requirements:
The dashboard should provide real-time, filterable views based on the entered data:
1. Mobilization Period
o Time between entry to country and entry to camp
2. Pre-Induction Delay
o Time between entry to camp and safety induction
3. Man-hours Calculation
o Based on working days between above dates × 8 hours/day
4. Training Filters
o Ability to input a training (e.g., “Hole Watcher”) and view all employees who completed it
o Search/Filter by Project, Location, or Training Type
Key Functional Expectations:
• Must be fully developed in Excel with VBA Macros
• Calendar popups for date entries
• Drop-downs and checkboxes should be editable/flexible for future updates
• File attachment capability for emails and training certificates
• Easy-to-use interface for non-technical staff
• Auto-calculated fields for durations and manhours
Deliverables:
1. Excel .xlsm file with all form functionalities
2. Dashboard (either integrated into same file or as a separate sheet)
3. Code and form should be open for editing by us later (no password protection)
4. Short user manual or instructions (basic documentation)
Ideal Freelancer Should Have:
• Expertise in Excel VBA/Macros
• Experience creating data-driven dashboards
• Ability to deliver professional, user-friendly layouts
• Quick communication and proactive suggestions
Timeline:
We expect this to be delivered within 5–7 days from award date