Desperately Trying To Build A Paid Time Off Accrual Worksheet...

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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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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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.

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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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