Practice problem 5.4 –Employee Analysis
A
B
C
D
1
Employee
Name
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
E
F
G
H
I
J
K
L
Promote
Put on
Probation
Employee Annual Review Analysis
JENNIFER
IAN
BENJAMIN
ALLAN
ANDREA
ANDREW
HENRY
BAEK
ARTHUR
SKYLER
SONIA
JOSHUA
JONATHAN
Salary
$45,600
$45,600
$56,000
$52,000
$63,300
$61,300
$61,300
$68,200
$65,200
$72,500
$74,530
$83,400
$78,600
2004
2005
Eligible for
Review Review
Retirement
Score Score
Job
Level
1
1
2
2
3
3
3
4
4
5
5
6
6
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
TRUE
FALSE
FALSE
TRUE
All employees with average scores >4.0
No one is eligible for retirement
Total salary for current level 6 employees
Only Level 6 employees up for retirement
4
5
4
3
1
5
3
2
3
3
1
1
4
4
5
3
4
3
1
3
3
4
3
4
2
5
Average
2006
Year of
Average
Review
Review Last
Review
Score >
Score Promotion Score
4.0
5
2006
4.33
TRUE
5
2005
5.00
TRUE
2
2004
3.00 FALSE
3
2003
3.33 FALSE
2
2003
2.00 FALSE
4
2003
3.33 FALSE
1
2006
2.33 FALSE
3
2006
2.67 FALSE
2
2006
3.00 FALSE
2
2006
2.67 FALSE
2
2004
2.33 FALSE
3
2005
2.00 FALSE
4
2004
4.33
TRUE
Quantity:
FALSE
TRUE
FALSE
FALSE
FALSE
TRUE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
TRUE
3
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
TRUE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
$ 162,000
FALSE
You are the supervisor of an accounting department for a large corporation and need to evaluate
your employees for possible promotions or for indicating if probationary action required. Above
is a spreadsheet that you have created to keep track of all the related information including the
name, salary, job level, retirement eligibility, performance review scores (1-worst to 5 best) for
the past 3 years and the year of last promotion for each employee. You will be completing this
worksheet by filling in the required formulas.
1. Write an Excel formula to be put in cell I3, which can be copied down the column, to
calculate the average review score for the past 3 years of the employee. Round this value to
the nearest hundredth.
=ROUND(AVERAGE(E3:G3),2)
2. Write an Excel formula in cell J3, which can be copied down the column, to determine
whether this average review exceeds 4.0. The result should be a True/False Boolean value.
=I3>4
3. Write an Excel formula in cell F18 to determine whether (TRUE/FALSE) all the employees’
average review scores for the past 3 years exceed 4.0.
=AND(J3:J15)
1
4. Write an Excel formula in cell K3, which can be copied down the column, to determine
whether (TRUE/FALSE) this employee is recommended for promotion this year. An
employee will be recommended for promotion if they have a performance review score of
over 4.0 in any of the past 3 years and have not been promoted anytime after 2005.
=AND(OR(E3>4, F3>4, G3>4), H3<=2005)
5. Write an Excel formula in cell L3, which can be copied down the column, to determine
whether (TRUE/FALSE) this employee should be placed on probation. An employee should
be placed on probation if their performance review score for 2006 is lower than 2.0, or if their
average performance review score is lower than 2.0.
=OR(G3<2,I3<2)
6. Write an Excel formula in cell F19 to determine (TRUE/FALSE) if there are no employees
eligible for retirement.
=NOT(OR(D3:D15))
7. Write an Excel formula in cell K16, which can be copied across to cell L16, to calculate the
total number of employees that will be recommended for promotion or probation respectively.
=COUNTIF(K3:K15, TRUE)
8. Write an Excel formula in cell F20 to calculate the total salary for all employees combined,
whose job level is 6.
=SUMIF(C3:C15,6,B3:B15)
9. Write an Excel formula in cell F21 to determine (TRUE/FALSE) if only employees with job
levels of 6 are eligible for retirement. This formula need not work if the job levels are later
modified.
=AND(OR(D14:D15),NOT(OR(D3:D13)))