Excel 2013 :: Employee Vacation / Holiday Accrual Spreadsheet
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 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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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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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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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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Sep 12, 2007
i am trying to create a spreadsheet that will tell me when employees have booked the same days of with other employees in the same department i have attached the part of my workbook which i am having the problem, i then want to email the clash dates
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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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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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Nov 14, 2013
I am using Excel 2013 and would like to input data into my spreadsheet using a barcode scanner. I've created some barcodes using an online barcode generator (Code 128-B). My barcodes are text as opposed to numeric. I initially tested it out using Access and it scanned the information just fine. However, when I try to scan in a code into Excel nothing happens, no error, no data, no nothing. Is there something I need to set in the options of Excel to recognize the barcode scanner as the input device? Or is there some other reason why the scanner might not be pulling in the data?
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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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Sep 17, 2013
Currently I'm working on functionality in my staff holiday spreadsheet and I've come up with this amazing idea for a calendar overview for month by month.Now the sheets I currently have is summary and jan to dec.
I plan on adding the sheets Jan (Cal) to Dec (Cal) now this is when my idea gets nifty - The calendar view will import the information from the month table and will show it on the calendar.
For example X has 1 holiday in July for the 20th - this will show up on the calendar as "x on holiday", I'm still working with spreadsheets so I'm not sure if excel is powerful enough to do this - but is this actually possible?
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Feb 17, 2006
I need to have all the information in one workbook for all 100 employees and still provide an individual report for each user and an overall report. In the attachment is a "Summary" and "Calendar" sheet these are the original individual files. summary contains personal information and the "calendar" tracks absence and holiday and the totals returned to the Summary sheet. I think what I need is a Master worksheet that has all the information in for each employee pre row and to have a "calendar" input/change/ call worksheet sheet to call an individual detail, this would also update the master worksheet with any changes.
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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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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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May 12, 2006
I have a productivity report that is posted on an intranet. I only want the members of my deptartment to see the productivity results. To accomplish this, I need help creating a VBA so the names in column B will only populate if an employee enters his/her 6 digit employee ID correctly in cell B1. If the ID entered is not listed in column B of the "Rep ID Master" sheet, then an error message should pop up stating something similiar to, "Incorrect ID. Please Enter Your 6 Digit Employee ID". Also, Since I don't want the entire company to see our dept's productivity numbers, I want the VBA to prevent the associate from saving changes to the sheet, but still allow me to do so--preferably via a password.
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May 3, 2013
How to do a ranking for productivity based on goals in six categories for my employees. I want to be able to rank them on these key categories and rank them based on the best average. For instance:
Employee #001 Ranked 1st in Sales per Hour, 3rd in Avg Transaction Amount, 2nd in Multiple Sales, 5th in Accessory Percentage
Employee #002 Ranked 2nd in Sales per Hour, 1st in Avg Transaction Amount, 1st in Multiple Sales, 4th in Accessory Percentage
I want to factor against the goals to determine each individual rank for each category and then rank based on the combination of them all.
I haven't gotten to all the additional conditional formatting but recall how to do this with ease, but the sheet in its basic format is present in the attachment below.
Employee Productivity.xls‎
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Mar 9, 2009
we've been using this spreadsheet as a timesheet since May of 2002. Recently in the past couple of days when we try to update an employee's time and date of work done by clicking on an update button on the first Worksheet, an error (Runtime Error '1004' Method 'Range' of object '_Global' failed) pops up.
Clicking the 'Debug' button opens a window up with this information:
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Oct 7, 2009
I developed a 14-day work schedule and I assigned each different job position a number. The different job positions are numbered 1-6 and are as follows: #1=5:30am-1:30pm, #2=6:00am-2:00pm, #3=9:30am-1:30pm, #4=12:00pm-8:00pm, #5=1:00pm-8:00pm & #6=6:00pm-8:00pm. Numbers 1,2,4,5 clock-out for a 30 minute lunch break, while the other numbers do not.
My goal is to insert the numbers 1-6 into the spreadsheet throughout the 14 days for each employee, and have Excel calculate the total number of hours for each employee in the far right column. I would also like "V" & "H" to equal 7.5 hours. This would save a lot of time instead of going through and adding up the hours with a calculator
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Oct 9, 2013
Any excel formulae to build in into my financial model for tax free period/tax holiday, eg for first 6 years, the project company no ned pay tax? it is best if the formulae can bring flexibility for user to change the no. of years (tax holiday).
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Feb 27, 2014
I have a Log In/Log Out report that I need pulling data from.
Ultimately what I want to do is get the amount of time my employees were logged out.
I am using Excel 2003. Attached is an example of the data I'm working with.
Sheet 1 contains the data, and Sheet 2 will be the summary.
So, looking at Bob's times: If column A contains Bob (A2 in this case), and the same row in column G (G2) contains 79, subtract the contents of the same row in column F (F2) from the next row down in column D (D3) (which would be D3 - F2). That result should populate on Sheet 2 next to Bob's name in h:mm:ss format.
If there is nothing in the next row down in column D, then do nothing.
I would like to leave the data as is, if possible. There are extension numbers next to the names in the data. If possible to ignore those when rolling up to the summary that would be useful. Also, on the summary sheet, if the employee is not on the data sheet (if they had the day off) they can have 0 or NA or something to indicate there is no data for them.
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Sep 6, 2013
Is it possible with excel, to automatically insert an employees number if their name is inserted.
Example:
Column A If Smith, John is entered in Column B automatically have his employee number show 5668?
Joe, Mary entered in Column A Column B to show 12345
This would save me a huge amount of time going back and fourth.
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Nov 3, 2011
I am trying to automatically generate an organisation chart in excel from a dynamic list of employees. in column 'A' will be the "manager's name", column 'B" will be the "employee name", column 'C' will be the "employee number" & column 'D' will be the "employee days" number (an potentially a few more employee attributes)
I would like a printable org chart that is created on another tab which is generated from this list, ideally with the "employee name" and their other attributes shown in the chart.
how this can be done in excel, maybe VBA?
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Mar 14, 2014
I am making process TAT(Turn Around Time) which required following information. In Excel 2007.
1-Count number of days between two dates where working days are (Sun to Thursday). So required to exclude (Friday,Sat + Holidays)
A1-Start Date Mar/01/2014
B1-End Date Mar/31/2014
C1-No Of Days 22
D1-Days between two dates 21
E1 To E10-Holidays
2-Count number of days between two dates where working days are (Sat to Thursday). So required to exclude (Friday + Holidays)
A1-Start Date Mar/01/2014
B1-End Date Mar/31/2014
C1-No Of Days 27
D1-Days between two dates 26
E1 To E10-Holidays
Note : Any weekend (off days) dates listed in holidays should not effect the query.
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Apr 15, 2014
Using EXcel 2013, Windows 8
I have an Excel worksheet with one column being e-mail addresses. Other columns are Christian names, etc
Ideally can I create a full Mail merge with Outlook using whatever data I want. But probably just e-mail address and Christian name?
Otherwise be able to send one e-mail to all the e-mail addresses, without a major re-type.
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