Insert Dropdown Menu Fields in the Paid-Time-Off Policy

Aug 6th, 2022
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How to Insert Dropdown Menu Fields in the Paid-Time-Off Policy

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pto baby [Music] hi Im Katie from gusto and today Im going to talk to you about setting up a PTO plan well first things first what is PTO PTO means paid time off it can include sick days holidays vacation days any other days that you want to pay folks when theyre not at work some businesses choose to treat these days differently and some lump them together and call it PTO its important to note that in this video we are not talking about FMLA voting leave military leave jury duty leave time off to take care of your kid or any sort of other protected time off were only talking about sick time holiday time vacation time okay now back to PTO first lets answer the should you could you would your questions do you have to offer PTO well on a federal level you dont but you may have to in certain state county and cities so make sure you check your local regulations should you offer PTO uh yeah if you want to recruit and keep a great team now lets talk about how to set up a plan step 1 o

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In the same or in another spreadsheet, select a cell or several cells in which you want your primary drop-down list to appear. Go to the Data tab, click Data Validation and set up a drop-down list based on a named range in the usual way by selecting List under Allow and entering the range name in the Source box.
0:21 5:25 First select employees anytime you set up a new employee you can set up their vacation and sick timeMoreFirst select employees anytime you set up a new employee you can set up their vacation and sick time individually. But to save time its better to set up a default paid time-off policy and then
In the Data Validation dialogue box, within the Settings tab, select List as the Validation criteria. As soon as you select List, the source field appears. In the source field, enter the following formula: =OFFSET($A$2,0,0,COUNTIF($A$2:$A$100,)) Make sure that the In-cell drop down option is checked.
Create a drop-down list Select the cells that you want to contain the lists. On the ribbon, click DATA Data Validation. In the dialog, set Allow to List. Click in Source, type the text or numbers (separated by commas, for a comma-delimited list) that you want in your drop-down list, and click OK.
How to edit drop down list in Excel Select the cell(s) containing the drop-down list. On the Data tab, in the Data Tools group, click Data Validation. This will open the Data Validation dialog box. In the Source box, change, add or remove comma-separated items. Click OK to save the changes.
Create a custom list For Excel 2010 and later, click File Options Advanced General Edit Custom Lists. For Excel 2007, click the Microsoft Office Button. In the Custom Lists box, click NEW LIST, and then type the entries in the List entries box, beginning with the first entry. When the list is complete, click Add.
What is an Excel Drop Down List? An Excel drop down list[1] is a data validation function that allows users to select an option from a list of choices. It can be particularly useful in performing financial modeling and analysis by incorporating scenarios and making a spreadsheet more dynamic.

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