Day Accrual Formula

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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Vacation Accrual Formula

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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Formula For Calculating (Accrual) Vacation Time

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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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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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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Vacation Accrual

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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Mar 1, 2013

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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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Employee Vacation Accrual And Tracking Template

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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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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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 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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My input.

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D5: Middle Name:
D6: Last Name:

D8: Organization:

Once all these are filled, I want the formula to produce a result like

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I have used the following formula.

[Code] .....

Problem is if there is a middle name the formula works fine, but in case where there is no middle name, it produces the following result.

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Attached File : Email Generator.xlsx‎

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In my attached spreadsheet example below, in the Rollup Data sheet, I have a formula (Cell: C17) that will give me the actual cost totals that has been invoiced on WBS Element (DWRRI-BW096-231) for a total of $35,004.81.

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How to Add Total $ Value Formula into an Existing SUMIFS Formula.xlsx

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