Vacation Accrual
Jan 11, 2008
have tried to modify it for my application but have been unable to… In my situation all of the employees earn vacation time as follows:
After 1 year=5 days
After 2 years=10 days and continues until
After 5 years=15 days
There is no level increase after the 5 years.
There is no need for a distinction between H=(Hourly) and S=(Salaried) employees so I am not sure Column F is necessary.
As you can see, it seems to work for the first two years (see rows 4 & 5). I cannot get it to work after that.
I would also need a termination date Column to stop the vacation accrual.
Additionally, because there are several hundred employees, I would like to be able to copy the formulas down Columns H & I and have the columns left blank until an entry is made in Columns E, F or G....
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Apr 22, 2008
After 6 months from date of hire, employees earn 1 week.
On the 7 month anniversary date of employment, employees begin to accrue time off – 1.25 days a month
15 days total for a year (for employees under 5 year service; 20 days for employees over 5 year)
Only 2 weeks allowed per calendar year to carry-over into new year.
So the problem I'm having is that on the day of the aniversary of 180days or employment I can grant 5 days of vacation but the day after it is back to zero. ( i know i should use 6 months but ican't figure that out either)
I need the employee to have that 5 days to start as soon as their 6 month aniversary hits. I need some sort of "IF" statement that will only GRANT the 5 days IF the 6 months is within this current time frame.
Basically becuase this formula is key'd off the HIRE DATE everyone has a hire date some are 4 months old, some are 2 years old some are 10 years old. I just want someway to show them as New Hire that is under six months then when the hit 6 months GRANT 5 days of vacation then the day after they still have the 5 days and they start accruing vacation time like everyone else.
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Dec 6, 2006
I need to write a formula that will automatically accrue employee's vacation time depending on their date of hire. Here is the policy:
During first calendar year vacation will accrue at 5/12 days (3.34 hr) per complete month of service. Beginning January 1st following date of hire two weeks each year. Beginning January 1st of tenth calendar year of service three weeks each year.
Here is the formula that I have came up with already (Hire Date is in cell B2): ....
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Apr 26, 2014
I'm trying to make a vacation accrual sheet, and I think I have the basics of it down, but I'm running into a problem figuring out how to put in roll over days from the previous year.
Every year on January 1rst, accrual resets. Any days that haven't been used are eligible to be used for 3 months after January 1rst, but after that (on April 1rst), the old days are gone, and the employee is back to using the year's current accrual days. I'm not sure how to do that.
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Mar 27, 2014
I'm looking for a vacation spreadsheet that tracks vacation has a column that lists the carryover and the yearly accrual. Ive seen several that list all employees but I am looking for one that is by employee. Where you can list the dates and it totals the days and links back to current available and deducts the days. I saw one online for purchase I like but was not able to download.
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May 22, 2012
creating a formula to accrue PTO as well as track available PTO as it's used. And, not go negative if possible... if an employee reaches 0 PTO, they just take time off without pay, so a negative balance would cause issues with the calculations. Here are the specifics:
Pay periods are from the 1st of the month through the 15th. and the 16th through the end of the month. Each employee receives 3.33 hours of PTO for each pay period. Employees are eligible to START accruing PTO after 6 months of employment.
[URL]
That seemed close, however I'm just not efficient enough in Excel to understand exactly what the formulas are doing... specifically the formula for available vacation. I think I have the Rate formula figured out by using:
=IF((TODAY()-C2)>160,3.33,IF((TODAY()-C2)<160,0))
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Nov 29, 2013
I need to create a tracking sheet for my vacation. The vacation starts to accrue here after a 90 day probation following the hire date. Each individual is allowed 40 hrs/year. I also need to see the hours accrued, the hours used & the balance. Everyone's balance renews on their anniversary. I will fill in the blanks for the names in one column & the hire date in the next column and I would like formulas for the following columns.
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Feb 9, 2010
I'm trying to create a formula in Col D that will give me the difference of (Todays) Month/Date and (Date of Hire). The shaded rows at the end do not provide a correct answer.
How do I make the Column formula eliminate the 1 (due to hire mnth/day falling between 1/1 and current mnth/day). I've put about 30 hours in this formula, tried it many different ways. . . and realize I just can't get it.
I'm all for redoing the whole spreadsheet if you have a better way of doing vacation accruals
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Jul 22, 2014
I used Excel 2013 template to create employee absence schedule but I want to add if they have enough accrued hrs/days.
Currently, I need formula so their holiday balance is accruing every week.
On a weekly basis employee is accruing 3.85 or 4 hrs (depends how long he worked for the company).
Less than 5 years rate is 3.85 hrs and more than 5 years is 4 hrs.
I attached example sheet for accruing vacation.
E column is employee current balance from last week.
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Mar 26, 2009
I would like to know how to figure out the vacation accrual rate based on length of employment.
Lets say for years 0-5 the accrual rate is 3 hours per pay period.
for years 6-10 the rate is 5 hours per pay period
for years 11-15 the rate is 7 hours per pay period
for years 16-20 the rate is 9 hours per pay period
and for years after20 the rate is 10 hours per pay period.
I want a formula that will look at say cell C5 (which is the cell that includes length of service) and output the accrual rate. Example. The number 12 is in cell C5. I would like the cell with the formula (D5) to say the number 7 (which is how many hours accrued per pay period based on the table above.
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Jun 18, 2009
Our office has a vacation days accrual policy based on number of years worked. We have a vacation days number, based on year of employment, the employee earns monthly. I need help with a worksheet, formulas, to document each employee, the year of employment they're in, # of days they have available based on the current month (which would need to add up automatically as the year progresses), then any days they request off, and finally a remaining balance of days left.
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Nov 11, 2009
i didn't realize is that my current funcation that calculates vacation hours... will increase after a new year. i'd rather have it not increase until they are "reset" for the new year. how do i stop the function? =VLOOKUP(DATEDIF(A8,TODAY(),"y"),$S$8:$T$10,2)
basically goes to a lookup table with the caculations. PROBLEM: if a user's anniversery date passes, they may go from a 1-2 year status to 3 year bump... this will auto adjust the amount of vacation hours they have. if the reset button is ran to calculate the vacation hours, it might over calculate giving the user 40+ extra carryover hours. anyway i can make this vlookup stop when the current date is or has passed the anniversery date, yet has not been reset? maybe a count down timer, not sure. http://www.ozgrid.com/News/excel-eva....htm#ExcelTips
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Mar 6, 2007
I need to make a formula that will accrue vacation days automatically.
We accrue days on the 15th of the month( If you start on February 15th, you have accrued the days for February).
If the person has been here for 3 years they accrue 15 days a year.
If they've been here for 7 years, they accrue 23 days.
If they've been here for 10 years they accrue 30 days a year.
All days are accrued evenly over the 12 months.
For example If someone started 3 years ago on March 3rd, starting March of 2007, they will be accruing 23/12 days a month, but for January and February, they will accrue 15/12 days a month.
The formula must work off their start date.
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Mar 1, 2013
General accrual spreadsheets. I'm looking for an accrual spreadsheet where I can estimate freight and also for our gas, electric and water usage which is tracking usage down to the day.
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Jun 4, 2009
I need a simply excel formula or macro which calculates the numbers of months i need to accrue for certain costs. The data I have includes the start month of the invoice, the end month of the invoice (i.e. showing how long the invoice is relevant for, quite often 1 year), and obviously the current month.
(eg. a 12 month invoice with a start date of Oct 08, end date Sep 09, current May 09 = 8 mths to accrue)
(eg2. a 12 month invoice with a start date of Apr 09, end date of Mar 10, current May 09 = 2 mths to accrue)
(eg3. a 12 month invoice with a start date of Jun 09, end date of May 10, current May 09 = 0 mths to accrue)
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Apr 8, 2006
I work for a company that owns hotels and casinos all over the States.
Company wide I would say we have about 13,000 employees. The hotel I work at
has around 125 employees (even w/ the constant turnover after Katrina hit).
My problem is, that my corporate office refuses to update our payroll
operations. We still use punch time cards that every other Friday I have to
manually enter time into the payroll server timesheet. Our system does not
calculate paid time off, among a lot of other things. My employees come to
me almost daily asking if I can tell them how many PTO days they have left.
The only way I have to figure it out is by going through every PTO bi-weekly
request form spreadsheet until I have added up the days taken throughout
their service year.
I am trying to build a spreadsheet in Excel 2003, that consists of:
Emp#, Name, Job Class, Hourly Rate, Hire Date, Birthdate, Last Review Date,
PTO per yr, PTO taken, PTO days left....among other personnel information.
I want to create a formula that will calculate the PTO per yr the employee
has.
After 6 months = 2 days
1 year = 10 days
2 years = 14 days
6 years = 19 days
16 years = 25 days
26 years = 30 days
(If the employee does not use the days within their service year, they loose
it.)
I also want in the PTO taken column a formula that will pull the # of days
taken from the PTO request spreadsheet that I have to send in to home office.
The employee's differ every spreadsheet, as does their placement. Once the
days taken are in their proper column, I want the PTO left to be calculated
from PTO days per year minus the days taken.
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Jul 29, 2002
I have working on a project "vacation plan" in excel.. i want a small help. i will be entering all the details of the leave for eg. 1)name 2)employee code 3)no. of days eligible for leave 4)starting day & date of the leave 5) end day and date of the leave 6) no. of today days. on sheet1.
on sheet 2. i will have a calender for the entire year. i want this calender to get updated as soon as i put in the date in sheet1 with the names of the agents in the calender & if the leaves overlap, it should change the colour with a conditional formatting. i understand it's complicated. but with the help of u champs, i am dead sure that i will make. it. as i have done it earlier on many complicated projects.
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Sep 13, 2007
I'm looking to finish up a few spreadsheets regarding our vacation time off.
Our current schedule is this:
After 1 year = 40 hours
2+ Yrs = 80 Hrs
5+ Yrs = 120 Hrs
10+ Yrs = 160 Hrs
20+ Yrs = 200 Hrs
I need a formula(s) to take the hire date, determine what year they are in right now and how many hours got and on what day.
What I would like to see is (and it doesn't matter how many cells we use)...
* Which date is their anniversary date in 2007 & what year they are in.
* If their anniversary date passed already, I want to see the amount they received at that point
* If their anniversary date hasn't passed already, I want to see when they will receive (if any) and how much
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Dec 25, 2012
I am looking for a good and simple formula to calculate vacation days.
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Sep 18, 2012
I want to setup a spreadsheet for the year (started mid July) to understand how much holidays I accrue, so I work 37.5 hr pw, I accrue 4.5pw - holidays taken, what is the formula?
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Apr 4, 2008
I work for a small company and we are attempting to change the way that employee's vacations are calculated. My Excel knowledge is just enough to get me by. I am building a simple spreadsheet for each employee. We want to make their vacation time roll over each year on their anniversary date. In prior years, we would just use January 1 after the employee had been there a year or two. My question is can Excel take the employees start date and add the additional hours that are earned on the anniversary date automatically.
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Aug 6, 2008
I am trying to create a spreadsheet that will show vacation time; accrued, taken, leftover. There are different accrual rates for years of service, and caps on carryover.
I have been trying to figure this out, however the accruals for employees over 1 year are higher than they should be.
Breakdowns are as follows:
1-2 years - 1 week vacation - 40 hours eligible for carryover each year
3-4 years - 2 weeks vacation - 80 hours eligible for carryover each year
5-9 years - 3 weeks vacation - 120 hours eligible for carryover each year
10+ year - 4 weeks vacation - 160 hours eligible for carryover each year
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Nov 6, 2009
SOLVED: adjusted functions. creating a vba macro for other reset goals. other goals have changed as well.
I have a table where the subsheets have the specific days that an employee uses vacation, sick, personal or other hours of off time. i wrote alot here to get my goals/thoughts down
my goal is to master one section then apply it to the other vacation date types. i'm stuck on going with a formula or using vb. also another concern is odd months such as someone hired 10/31 compared to a month like 6/30. not sure if this is a real concern.
a. need to reset vacation hours for the year based on annual anniversary date
-"vacation hours per year"
-"vacation hours remaining" =E8-('Vacation 1'!B8+'Vacation 2'!B8)
this data is taken from the subsheets. there is vacation 1 for jan-jun and vacation 2 for jul-dec
1year=40 hours
after 1 year anniversary =80 hours
3 years+ =120 hours
Vacation only rolls over for 3 months after anniversary date (this is a concern after part a is completed)
second part of my project:
b. vacation hours remaining can be carried over up until 3 months after their anniversary date. at this point they are wiped back to 0 until the next anniversary date (where the carry over hours recalculate)
ATTACHED TEMPLATE
things i am changing in design:
vacation hours per year (to include a formula to calculate anniversary date, with the amount given for 0 year, 1 year, 3 years....) rather than a manual added # (which was lets say 40 hours+ carry over hours)
-thats why i am separating the carry over hours... which i'm hoping to auto calculate by taking
anniversary date - 3 months in a statement to reset it back to 0 after the three month period.
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Mar 5, 2012
I have a vacation data of my company. I want to calculate difference between two dates (relieving date & rejoining date) after excluding holiday(which I will decide as per my company policy) also note that now i m in gulf country hence here Friday is weekly off not Sunday.
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Jul 25, 2012
I need to take the month and day of a seniority date and add it to the reset year but am having difficulty doing so. If the seniority date if July 4, 2008, I need to convert it to July 4, 2012 for my calculation to work. My formula is this:
=IF(TODAY()>(E3+365),(H3-(SUMIF($J$2:$BK$2,"Taken",J3:BK3))),"")
Which works fine for all seniority dates in 2011. These are my column headings:
E
F
G
H
I
J
L
PPE
2011
5/5/2012
5/12/2012
Hire Date
# of Days
Balance
Cur Yr Accr
Accr
Accrued
Taken
Accrued
Taken
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Jun 18, 2014
I have a payroll spreadsheet and I want to highlight cells that have hours entered for vacation. For example, in cell E4 I put the job name which is "VACATION" and in cells G4 through M4 I put the hours in for each day. (G4 is Monday, H4 is Tuesday, etc.)
I tried to put a conditional formatting using the following formula ="IF(E4=""VACATION"")" then I chose the fill color however it is not working.
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Jan 13, 2014
Lunch is not paid. Holiday and vacation hours get calculated at the regular pay rate. Overtime is anything in excess of 8 hours per day and/or in excess of 40 hours per week and/or over 5 working days per week. Saturdays for most the employees will be overtime because it will be their 6th workday of the week; but it will be regular time for one employee as it will only be his 5th workday of the week.
For accounting and payroll purposes, we need the totals to display in both hour and decimal format.
So far, I have Lunch, Regular and Overtime hours figured out, but I still need to work with Saturday, Vacation and Holiday hours. Also, currently, the time in and out has to be typed in with the colon and AM or PM. Is there another way to input the info without having to type in those items? I'm trying to make it as user friendly as possible.
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Nov 17, 2005
I am using the count function for attendance tracking of Vacation, Personal Time, & Sick Time. (Example: = COUNTIF($F6:$CQ6, "V")
I need to be able to do half days. I have tried many different formulas/ways to incorporate the half day scenario even without using the count function with no success.
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