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.

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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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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 Fix (today)-(month/day Of Hire) For Vacation Accrual

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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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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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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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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If Then AND Else: Figure Out The Vacation Accrual Rate Based On Length Of Employment

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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Nov 17, 2005

I am using the count function for attendance tracking of Vacation, Personal Time, & Sick Time. (Example: = COUNTIF($F6:$CQ6, "V")

I need to be able to do half days. I have tried many different formulas/ways to incorporate the half day scenario even without using the count function with no success.

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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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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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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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Feb 19, 2014

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Here's the formula I have in cell BS65:

=IF(ABS((((BR65-BQ65)*1440)/60))=0,"",ABS(((BR65-BQ65)*1440)/60))

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Sep 24, 2010

I am trying to calculate the average Talk Time into Minutes and Seconds. Every time I have tried, I get the wrong average.

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What would the formula be to get the correct average time?

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Mar 6, 2007

I need to make a formula that will accrue vacation days automatically.

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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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Jan 30, 2014

I am using the following formula in Column E to calculate the difference between an employees start time, and their previous shift end time in order to work out how many hours rest they have had:

=IF(A4=0,"",IF(I4=0,"",MOD(I4-B4,1)))

My Current Formula works fine for same day calculations, but if an employee finishes work at 18:00 on Friday and starts work at 22:00 Saturday night, Excel calculates the Total Rest hours as 04:00, when in fact they have had 28:00 hours rest...

Is there a way of calculating the hours difference between two dates?

I have attached a sample of my spreadsheet to illustrate

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Apr 4, 2008

I work for a small company and we are attempting to change the way that employee's vacations are calculated. My Excel knowledge is just enough to get me by. I am building a simple spreadsheet for each employee. We want to make their vacation time roll over each year on their anniversary date. In prior years, we would just use January 1 after the employee had been there a year or two. My question is can Excel take the employees start date and add the additional hours that are earned on the anniversary date automatically.

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in cell E3 I have a time started (e.g 12:45 pm), In F3 i have time finished (e.g 2:30 pm)

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Jun 23, 2009

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Nov 12, 2009

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Sep 9, 2009

=INDEX({"$5.00","$3.00","You Were Late"},MATCH(L17,{7:00am,7:05am,7:06am},1))

i have this formula in excel...this formula sanrv1f posted to help with another question (values changed) but i thought i would work with what i wanted but i get a (Value) error

so what im trying to do is base on the system time is if the person typed in

if they were early 6:45am to 7am they get Extra $5 on top of the $5 they get for being on time.

6:55am gets $5
7:00am they get $5.00 for being on time
if they type 7:01am to 7:05am they get $3.00
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so Ex

D4 *answers in E4 *

7am would get $5

7:03am am would get $3

7:07am would get You Were Late

7:11am Would get No Pay

if they were on time 5 times (ie 5days in a row) they would get a bonus of $20 i tried factoring this in could not do it :/

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Feb 21, 2010

basically I need an excel sheet to calculate the period of time between cells.

For instance, in A1 I write:

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In A2 I write:

13:00

Unfortunately I cannot write 18-Feb-09 13:00 in just one cell because it doesn't work.

Now, in B1 I write 19-Feb-10

and in B2 I write 15:14

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Also, how do I apply the formula to all cells in column 3 so all I have to type in is the date (in column 1) and the time (in column 2)?

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Mar 30, 2014

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Jan 26, 2009

I'm trying to calculate the variance between planned date & time of arrival vs actual date & time of arrival.

I attach the workbook as am a bit useless at explaining myself....

What I've done is in H14 subtract the actual date of arrival (F14) from planned date of arrival (C14). This result is the only way I could think of dealing with crossing over midnight. As a result I14 should subtract the actual time of arrival (E14) from planned time of arrival (B14):

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This method works well when the arrival was later than expected but doesn't work if the arrival was sooner than expected.

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