Job Aging Commission Report

Executive Summary

The company I built this spreadsheet for is a physical therapy company.  They provide staffing to physical therapy facilities around the country, mostly in nursing homes and things like them.  I worked closely with David, who is the recruiting manager for the company.  He had expanded on previous recruiting efforts, including hiring more recruiters and starting new facilities.  With all the expansion, there were a lot of records to keep track of.  Lots of jobs in progress, and lots of commissions to keep track of.  In addition, he had just opened up a contingency recruiting business running within he organization to provide services to other companies.  He wanted me to design a sheet to make record-keeping simple.  I honestly don’t know how he kept track of it all before, but apparently it was a mess. 

I was in almost constant contact with David for a good chunk of the design phase.  He was going to be the primary user, so it needed to make sense to him.  There was a lot of data for each job to keep track of, and we worked together to make sure the display made sense.  He wanted it to be robust enough to be able to add new recruiters or job markets without having to call me in again.  Also, in case someone else in the company got their hands on it, he wanted it to have as few actual formulas in cells as possible. 

We came up with a good solution.  The sheet automatically calculates all fields necessary through a combination of userforms and event activated procedures.  There are no formulas in cells, and it keeps track of all jobs in an efficient manner, leaving room for additional growth in the company.  David seems very happy with it, and says he uses it every day.

http://files.gove.net/shares/files/15w/camsmith/Cameron_Smith_-_Final_Project_Write-up.pdf

http://files.gove.net/shares/files/15w/camsmith/Final_Project_-_Job_Aging_Comission_Report.xlsm