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Employee Salary and Loan Analysis

The document provides a detailed overview of employee data across different regions, including hire dates, salaries, and bonus amounts. It also includes a loan repayment schedule with calculations for monthly payments, interest paid, and principal repayment. Additionally, summary statistics for account representatives and payroll information by location are presented.

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minh dang
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0% found this document useful (0 votes)
15 views8 pages

Employee Salary and Loan Analysis

The document provides a detailed overview of employee data across different regions, including hire dates, salaries, and bonus amounts. It also includes a loan repayment schedule with calculations for monthly payments, interest paid, and principal repayment. Additionally, summary statistics for account representatives and payroll information by location are presented.

Uploaded by

minh dang
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd

Regions Comparison Data Bonus Decision Date

South Last Day of Year 12/31/2024 Hired before 1/1/2013


Input Area Midwest Minimum Manager Salary $ 98,000 Hired before 1/1/2018
Northeast Hired before 1/1/2023

Years Day of Week Bonus


Name City Region Title Hire Date Year Hired Employed Hired Salary Amount
Bacarella Atlanta South Manager 10/18/2010 2010 14.2 Monday $ 98,750 $ 7,900
Günther Chicago Midwest Account Rep 11/7/2023 2023 1.2 Tuesday $ 69,575 $ -
Chen Boston Northeast Manager 3/9/2023 2023 1.8 Thursday $ 85,800 $ -
Laing Atlanta South Account Rep 12/14/2012 2012 12.0 Friday $ 98,000 $ 7,840
Garbett Atlanta South Account Rep 9/18/2014 2014 10.3 Thursday $ 77,835 $ 3,113
Gomez Boston Northeast Account Rep 10/11/2016 2016 8.2 Tuesday $ 66,725 $ 2,669
Hartvigsen Boston Northeast Account Rep 2/18/2023 2023 1.9 Saturday $ 75,000 $ -
Ikenberry Cleveland Midwest Account Rep 4/17/2018 2018 6.7 Tuesday $ 65,125 $ 1,303
Keone Chicago Midwest Account Rep 4/3/2020 2020 4.7 Friday $ 65,125 $ 1,303
Thunderhawk Chicago Midwest Manager 1/17/2014 2014 11.0 Friday $ 95,500 $ 3,820
Matsumoto Atlanta South Account Rep 4/17/2015 2015 9.7 Friday $ 79,750 $ 3,190
Mentzer Boston Northeast Account Rep 6/26/2019 2019 5.5 Wednesday $ 60,450 $ 1,209
Mercado Cleveland Midwest Account Rep 8/30/2019 2019 5.3 Friday $ 60,000 $ 1,200
Nitz Chicago Midwest Account Rep 8/13/2020 2020 4.4 Thursday $ 61,000 $ 1,220
Sae Cleveland Midwest Account Rep 1/8/2020 2020 5.0 Wednesday $ 60,000 $ 1,200
Scholfield Atlanta South Account Rep 7/14/2020 2020 4.5 Tuesday $ 62,750 $ 1,255
Terriquez Chicago Midwest Account Rep 4/15/2009 2009 15.7 Wednesday $ 70,750 $ 5,660
Percent
8%
4%
2%

Raise Status
N/A
N/A
Due for a rise
N/A
N/A
N/A
N/A
N/A
N/A
Due for a rise
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Name Location State Title Hire Date Salary
Bacarella Atlanta GA Manager 10/18/2010 $ 98,750
Günther Chicago IL Account Rep 11/7/2023 $ 69,575
Chen Boston MA Manager 3/9/2023 $ 85,800
Laing Atlanta GA Account Rep 12/14/2012 $ 98,000
Garbett Atlanta GA Account Rep 9/18/2014 $ 77,835
Gomez Boston MA Account Rep 10/11/2016 $ 66,725
Hartvigsen Boston MA Account Rep 2/18/2023 $ 75,000
Ikenberry Cleveland OH Account Rep 4/17/2018 $ 65,125
Keone Chicago IL Account Rep 4/3/2020 $ 65,125
Thunderhawk Chicago IL Manager 1/17/2014 $ 95,500
Matsumoto Atlanta GA Account Rep 4/17/2015 $ 79,750
Mentzer Boston MA Account Rep 6/26/2019 $ 60,450
Mercado Cleveland OH Account Rep 8/30/2019 $ 60,000
Nitz Chicago IL Account Rep 8/13/2020 $ 61,000
Sae Cleveland OH Account Rep 1/8/2020 $ 60,000
Scholfield Atlanta GA Account Rep 7/14/2020 $ 62,750
Terriquez Chicago IL Account Rep 4/15/2009 $ 70,750
Summary by Location
City State # Employees Payroll
Atlanta GA 5 $ 417,085
Boston MA 4 $ 287,975
Chicago IL 5 $ 292,375
Cleveland OH 3 $ 185,125
This chart isn't available in your version of Excel.

Summary Average Salaries Editing this shape or saving this workbook into a different file format will
Account Rep $ 69,435 permanently break the chart.
Manager $ 93,350

Account Reps Summary Statistics


Hired Before 1/1/2018 5
Total $ Hired < 1/1/2018 $ 393,060
Average $ Hired < 1/1/2018 $ 78,612
Highest $ Hired <1/1/2018 $ 98,000
Lowest $ Hired <1/1/2018 $ 66,725
Input Area: Basic Output Area:
Payment $ 600.00 Loan $19,944.64
APR 5.25% Periodic Rate 0.437%
Years 3 # of Payments 36
Pmts per Year 12

Payment Beginning Monthly Principal Ending Cumulative Cumulative


Number Balance Payment Interest Paid Repayment Balance Interest Principal
1 $19,944.64 $ 600.00 $87.26 $512.74 $19,431.90 $ 87.26 $ 512.74
2 $19,431.90 $ 600.00 $85.01 $514.99 $18,916.91 $ 172.27 $ 1,027.73
3 $18,916.91 $ 600.00 $82.76 $517.24 $18,399.67 $ 255.03 $ 1,544.97
4 $18,399.67 $ 600.00 $80.50 $519.50 $17,880.17 $ 335.53 $ 2,064.47
5 $17,880.17 $ 600.00 $78.23 $521.77 $17,358.40 $ 413.76 $ 2,586.24
6 $17,358.40 $ 600.00 $75.94 $524.06 $16,834.34 $ 489.70 $ 3,110.30
7 $16,834.34 $ 600.00 $73.65 $526.35 $16,307.99 $ 563.35 $ 3,636.65
8 $16,307.99 $ 600.00 $71.35 $528.65 $15,779.34 $ 634.70 $ 4,165.30
9 $15,779.34 $ 600.00 $69.03 $530.97 $15,248.37 $ 703.73 $ 4,696.27
10 $15,248.37 $ 600.00 $66.71 $533.29 $14,715.09 $ 770.45 $ 5,229.55
11 $14,715.09 $ 600.00 $64.38 $535.62 $14,179.46 $ 834.82 $ 5,765.18
12 $14,179.46 $ 600.00 $62.04 $537.96 $13,641.50 $ 896.86 $ 6,303.14
13 $13,641.50 $ 600.00 $59.68 $540.32 $13,101.18 $ 956.54 $ 6,843.46
14 $13,101.18 $ 600.00 $57.32 $542.68 $12,558.50 $ 1,013.86 $ 7,386.14
15 $12,558.50 $ 600.00 $54.94 $545.06 $12,013.44 $ 1,068.80 $ 7,931.20
16 $12,013.44 $ 600.00 $52.56 $547.44 $11,466.00 $ 1,121.36 $ 8,478.64
17 $11,466.00 $ 600.00 $50.16 $549.84 $10,916.16 $ 1,171.52 $ 9,028.48
18 $10,916.16 $ 600.00 $47.76 $552.24 $10,363.92 $ 1,219.28 $ 9,580.72
19 $10,363.92 $ 600.00 $45.34 $554.66 $9,809.26 $ 1,264.62 $ 10,135.38
20 $9,809.26 $ 600.00 $42.92 $557.08 $9,252.18 $ 1,307.54 $ 10,692.46
21 $9,252.18 $ 600.00 $40.48 $559.52 $8,692.66 $ 1,348.02 $ 11,251.98
22 $8,692.66 $ 600.00 $38.03 $561.97 $8,130.69 $ 1,386.05 $ 11,813.95
23 $8,130.69 $ 600.00 $35.57 $564.43 $7,566.26 $ 1,421.62 $ 12,378.38
24 $7,566.26 $ 600.00 $33.10 $566.90 $6,999.36 $ 1,454.72 $ 12,945.28
25 $6,999.36 $ 600.00 $30.62 $569.38 $6,429.98 $ 1,485.34 $ 13,514.66
26 $6,429.98 $ 600.00 $28.13 $571.87 $5,858.12 $ 1,513.48 $ 14,086.52
27 $5,858.12 $ 600.00 $25.63 $574.37 $5,283.75 $ 1,539.11 $ 14,660.89
28 $5,283.75 $ 600.00 $23.12 $576.88 $4,706.86 $ 1,562.22 $ 15,237.78
29 $4,706.86 $ 600.00 $20.59 $579.41 $4,127.45 $ 1,582.81 $ 15,817.19
30 $4,127.45 $ 600.00 $18.06 $581.94 $3,545.51 $ 1,600.87 $ 16,399.13
31 $3,545.51 $ 600.00 $15.51 $584.49 $2,961.02 $ 1,616.38 $ 16,983.62
32 $2,961.02 $ 600.00 $12.95 $587.05 $2,373.98 $ 1,629.34 $ 17,570.66
33 $2,373.98 $ 600.00 $10.39 $589.61 $1,784.36 $ 1,639.72 $ 18,160.28
34 $1,784.36 $ 600.00 $7.81 $592.19 $1,192.17 $ 1,647.53 $ 18,752.47
35 $1,192.17 $ 600.00 $5.22 $594.78 $597.39 $ 1,652.75 $ 19,347.25
36 $597.39 $ 600.00 $2.61 $597.39 ($0.00) $ 1,655.36 $ 19,944.64
Totals $ 21,600.00 $ 1,655.36 $ 19,944.64
B1 Periodic rate =APR/PMT per year
B2 # of PMT = year* PMT per year
B3 Loan = PV Them "-" vao pmt

B1 Begining Bal for PMT 1st=Loan


B2 monthly pmt= payment
B3 Interest Paid=IPMT them "-" vao pmt
B4 Principal repayment=PPMT them "-" vao pv (loan)
B5 ending balance=Begin bal-principal repayment
B6 Begin bal for pmt 2nd = ending for pmt 1st
B7 Cumulative interest= CIPMT them "-" vao trc CIPMT
B8 Cumulative interest= CPRINC them "-" vao trc CPRNIC
oan)

IPMT Note: the final CIPMT should equal the sum of interest paid
PRNIC Note: the final CPRINC should equal the sum of principal repayment

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