Hello!
I'm hoping someone can kindly help me create a spreadsheet that can allocate any number of claims (total claims varies each day) to employees based on the following rules.
Rules
There are 5 (A,B,C,D,E) employees. Each employees total claims should sit around the following percentages; A =15.5%, B = 15.5%, C = 23%, D = 23%, E = 23%.
The percentage of claims each employee currently has will vary based on previous allocations. Therefore new allocations will need to be based on the current allocation percentage.
Claims are in numerous currencies: USD, AUD, NZD, THB, MYR, VDG, SGD. Only employees B and C should receive claims that are of THB, MYR, VDG and SGD currencies.
If employee A's percentage requires a claim/s to be allocated to them it needs to be the biggest value.
If a claim is greater than 250,000 in either USD, AUD or NZD it needs to be allocated to employee A.
I would appreciate any help.
Thanks in advance!
Patch
I'm hoping someone can kindly help me create a spreadsheet that can allocate any number of claims (total claims varies each day) to employees based on the following rules.
Rules
There are 5 (A,B,C,D,E) employees. Each employees total claims should sit around the following percentages; A =15.5%, B = 15.5%, C = 23%, D = 23%, E = 23%.
The percentage of claims each employee currently has will vary based on previous allocations. Therefore new allocations will need to be based on the current allocation percentage.
Claims are in numerous currencies: USD, AUD, NZD, THB, MYR, VDG, SGD. Only employees B and C should receive claims that are of THB, MYR, VDG and SGD currencies.
If employee A's percentage requires a claim/s to be allocated to them it needs to be the biggest value.
If a claim is greater than 250,000 in either USD, AUD or NZD it needs to be allocated to employee A.
I would appreciate any help.
Thanks in advance!
Patch