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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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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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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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

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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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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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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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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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