Calculate Employee Vacation Accrual Rate & Number Of Days Taken/Left
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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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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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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Oct 16, 2009
I am trying to calculate the number of days since an employee worked. Column A has the date and columns B,C, and D show the name of the 3 employees who worked that day. Each row shows the next day in column A with the three employees who worked that day in columns B,C, and D. I need the format of the excel sheet to remain the same. I'm looking for a formula that will calculate the number of days since each employee has worked...there are 10 different employees and only 3 work each day.
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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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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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Aug 9, 2013
I am trying to get the correct formula to count the number of days it has been for each employee since the last occurrence of an absence/tardy. For each employee, starting with the beginning of the year, we mark and employee as Absent as an "A" or Tardy as "T". See below the examples.
...................................1/1 ....1/2 ....1/3 ....1/4 ....1/5 ....1/6 ....1/7 ....1/8 ....1/9 ....1/10 ....1/11 ....1/12 ....1/13
Captain America ................................A ..........................T .....................................T
Incredible Hulk.......................................................................................... A
Spider Man ........................................................................................................................ ........A
Iron Man ....................................................T
( I added dots because it wouldn't let me space them out?)
We are keeping track so that employees have the ability to make up numbers because after so many occurrences they can become terminated. If an employee has about 60 days in a row without an infraction, that employee can deduct a day from their total on the year.
Any formula to use. Also to include a vlookup so that I could have their name as well with the number of days on a separate tab!
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Aug 9, 2013
I am trying to get the correct formula to count the number of days it has been for each employee since the last occurrence of an absence/tardy. For each employee, starting with the beginning of the year, we mark and employee as Absent as an "A" or Tardy as "T". See below the examples.
Employee Name
Date:
1/1
1/2
1/3
1/4
1/5
1/6
1/7
1/8
1/9
1/10
[code]....
We are keeping track so that employees have the ability to make up numbers because after so many occurrences they can become terminated. If an employee has about 60 days in a row without an infraction, that employee can deduct a day from their total on the year.
Also to include a vlookup so that I could have their name as well with the number of days on a separate tab!
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Aug 19, 2007
Is there a formula to calculate the working days left in the current month? I work in the financial services industry and am putting together a spreadsheet to automatically calculate sales production needs per "working day", based on my businesses schedule.
We are open M-F and Saturday, not including holidays. Now, I can look at a calendar, count the days left and put them in to the spreadsheet, but I'd prefer to have it calculate automatically.
On my spreadsheet, I have used the =TODAY() formula. In the cell below, I would like to have it calculate the actual working days remaining in the current month.
Since today is Sunday August 19th, I know that there are 11 working days left (starting Monday 08-20-2007). Is there a way to get Excel to do that?
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Jun 28, 2014
I have an excel sheet with one column containing deadline dates. I want the excel sheet to take each day's date and subtract it from the deadline date. If number of days left is less than 60. Send a mail via outlook to the email against that column.
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Dec 25, 2012
I am looking for a good and simple formula to calculate vacation days.
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Mar 22, 2014
How to create a spreadsheet with what I think will be a very simple formula?
If date in B2 - date in A2 is 1 or less days, put a 1 in cell C2.
If date in B2 - date in A2 is 7 or less days but more than 1, put a 2 in cell C2.
If date in B2 - date in A2 is 30 or less days but more than 7, put a 3 in cell C2.
If date in B2 - date in A2 is 90 or less days but more than 30, put a 4 in cell C2.
If date in B2 - date in A2 is 91 days or more, put a 5 in cell C2.
OR
Another, maybe simpler, way of saying it is:
If date in B2 - date in A2 is 1 or less days, put a 1 in cell C2.
If date in B2 - date in A2 is 2-7 days, put a 2 in cell C2.
If date in B2 - date in A2 is 8-30 days, put a 3 in cell C2.
If date in B2 - date in A2 is 31-90 days, put a 4 in cell C2.
If date in B2 - date in A2 is 91 days or more, put a 5 in cell C2.
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Nov 22, 2013
I want to calculate the end date of my German courses. This is how it works:
A course consists of 60 LU*. The course can occur i. e. three times a week: Monday, Wednesday and Friday. In each day the course lasts 2 LU, which means 6 LU each week. There is no course on Tuesday, Thursday, Saturday, Sunday and on holidays. Therefore this type of course that begins on 18-Nov-2013 will end on 03-Feb-2014.
Another course which occurs Tuesday, Thursday and Saturday, and respectively has 2 LU on Tuesday, 2 LU on Thursday and 3 LU on Saturday and starts on 03-Dec-2013 will end on 06-Feb-2014.
Therefore I want to create a worksheet where I set the start date, choose the days and respectively the LU amount on those days. The end date shall be calculated according to these criteria.
The workday function on excel cannot do this and I do not have any programming skills to work with VBA.
Legend:
*LU = lesson units; 1 LU is 45 minutes
Holidays:
28-Nov-13
29-Nov-13
08-Dec-13
09-Dec-13
25-Dec-13
31-Dec-13
01-Jan-14
[Code] ...........
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Feb 13, 2014
From a chart in Excel I need to automatically calculate what the annual percentage growth rate is of a trend line. How to automate this in Excel? I've attached a sample so you can see what I'm trying to accomplish.
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Jul 29, 2014
I am trying to calculate the number of days between two dates where the arrival date is in b5 and the departure date is in c5 for each month. I have been using the following formula =IF($C5="","",MAX(0,MIN(L$1,$C5)-MAX(K$1,$B5))) but when the stay is a full year it is giving me 365 in a single column. I think maybe I need to add in the number of days in the month but not sure how to do it.
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Apr 28, 2013
Our company has been taken over by new mgt (Y co) on 1st Nov 2012 from old mgt (X co). Y co has the policy of providing employees with EOS benefits as mentioned below:
1st 5 yrs - 1 month salary per year
5-10 yrs - 1.5 month salary per year
+10 yrs - 2 months salary per year
But for deciding the slab, total period of service is considered. The below table provides the calculation of days as on 31st Dec 2012 based on different joining dates which I need to fix by way of formula.
Name
Hire date
Salary
Total service (days)
X co
Y Co
1st 5 yrs
5-10 yrs
+10 yrs
George
09-02-2005
1000
2883
2822
61
61
[Code] ........
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Sep 4, 2008
I have 2 dates a Start Date and an End Date.
I need to calculate the number of days from Start to End over eight years with each of the eight years in its own column.
Start End Yr1 Yr2 Yr3
11/01/99 11/01/00 11/01/01
10/31/00 10/31/01 10/31/02
Col A Col B Col C Col D Col E
10/31/00 07/05/01 365 117 0
I thought a series of IF statements but I am open to an easy solution...
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Jul 28, 2009
I have a start date formatted as dd/mm/yyyy in cell A5
I have an end date formatted as dd/mm/yyyy in cell E5
In cell F5 I would like the result of the number of days between E5-A5 (Excluding weekends)
In cell G5 I would like the total number of days in the range F5:F25
In cell H5 I would like the total number of working days from A5 to Today
I am using the following formula to get the result in F5 etc
=SUM(INT((WEEKDAY(A5-{2,3,4,5,6})+E5-A5)/7))
I have copied this down and in the blank cells I get #NUM!
In cell F? were there is no date entered in cell E? I get a minus number (which I can hide using conditional formatting), but the minus number obviously has an affect on the result in G5, as cell G5 gives me #NUM! instead of the result for the current numbers in row F
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Jul 7, 2013
How can i get the actual Payment due date from no. of days using macro. i. e.
Posting Date Dues Payment Date
------------ ------ ---------------
22.06.2013 21 days ???
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May 18, 2006
I need to calculate on a spreadsheet the number of days between a specific date and the date the spread sheet is opened. I need to know the number of days a merchandise has been stored.
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Dec 11, 2013
I'm looking for the formula to calculate the number of winter days between two dates.
Say, that I'm having:
- Winter season start date (say Dec 1st)
- Winter season end date (say, March 1st)
=> All the days which are between these two are considered winter days for any given year.
- Two different dates defining the beginning and the end of my PERIOD. The total length of the period may be more than one year.
HOW do I calculate total number of winter days for the PERIOD?
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Mar 17, 2014
I have a list of months in column A and would like a formula in column B that calculates the number of calendar days for each month (i.e. Jan=31, Feb=28 etc.)
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Jun 4, 2009
I'm new here. I've searched these forums in the past for help, but never had to post, i've always been able to find something by searching. However, this time I couldn't find anything that addressed my specific need so I figured it'd be worth a shot.
Alright, I have two sets of dates, and i'm trying to set up a formular that calculates the numbers of days from the first date range that overlap/fall within the second date range.
For example:
In A3 type "1/1/2006"
In B3 type "1/1/2007"
In C1 type "6/30/2005"
In C2 type "6/30/2006"
Now, in C3 i'd like to insert a forumla that tells me how many days in the date range of 1/1/2006-1/1/2007 fall in the date range of 6/30/2005-6/30/2006. Basically for this is should be half the year, however many days that is.
Is this possible with a formula?
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Dec 16, 2009
I am trying to use the following formula to count the number of times a day appears in a column. It doesn't seem to be working the way I want it to. =COUNTIF($A13:$A200,"Sunday"). It could be the way the days of the week are gathered on the sheet, you can see the attached workbook to see how I am using it.
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