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Employee Performance & Salary Dashboard

The document outlines a project to create an Excel dashboard for tracking employee performance, attendance, and salary calculations. It includes instructions for importing data from three sheets, using formulas for salary deductions and bonuses, applying data validation, and creating visual summaries with pivot tables and charts. The goal is to provide a comprehensive overview of employee metrics with interactive features for analysis.
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0% found this document useful (0 votes)
9 views1 page

Employee Performance & Salary Dashboard

The document outlines a project to create an Excel dashboard for tracking employee performance, attendance, and salary calculations. It includes instructions for importing data from three sheets, using formulas for salary deductions and bonuses, applying data validation, and creating visual summaries with pivot tables and charts. The goal is to provide a comprehensive overview of employee metrics with interactive features for analysis.
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Excel Project: Employee Performance & Salary Dashboard

Goal:

Create a dashboard that tracks employee performance, attendance, and calculates salaries with conditions.

Instructions:

Import 3 sheets:

1. Employees Data (Name, ID, Department, Join Date, Base Salary)

2. Attendance Sheet (ID, Date, Status: Present/Absent/Late)

3. Performance Ratings (ID, Month, Rating: 1-5)

Tasks:

- Use VLOOKUP/XLOOKUP to fetch employee names and departments from Attendance & Performance

sheets.

- Use IF formulas to apply salary penalties:

- Late = 5% deduction

- Absent = full-day deduction (BaseSalary ÷ 30)

- Use nested IF or IFS to assign bonus:

- Rating 5 = 20% bonus

- Rating 4 = 10%

- Below 4 = No bonus

- Use data validation to restrict entries in Status and Ratings.

- Apply conditional formatting to highlight:

- Poor performance (Rating < 3)

- Frequent absentees (>5 days)

- Create a pivot table to summarize:

- Total salary per department

- Average rating per employee

- Build a dashboard with slicers for department and month, and charts for performance vs. salary.

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