Vacation Accrual With 3 Month Roll Over
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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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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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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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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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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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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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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Jan 29, 2010
I have the following formula =IFERROR(ROUNDUP((+G5+G23+G41+G59)/4,0),"") that if it returns an odd number as in 3 or 5 or 7 or etc i want it to display 4 or 6 or 8 or etc
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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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Aug 15, 2007
if it is possible to roll over a cell in column B2 and have a little box pop up with the value that is in cell Z2? B3 and Z3...so on and so forth?
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Nov 30, 2013
When copying the formula =SUMIFS(G3:G103,I3:I103,"3") how do I modify it so that only the "3" rolls to the next integer and the rest of the formula remains constant? In other words the 3 would roll to a 4 when copied down a column and the rest of the formula does not change?
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May 17, 2006
I have been supplied a spreadsheet (see attached example sheet) which contains data on a project I am working with. Essentially the guy who has supplied me the data has been lazy and only provided values once within the sheet which makes filtering extremely difficult. I have made the cells on the sheet A3:F23 in the format I ideally require. Cell A26 onwards is the format in which the data is currently supplied to me.
Column A (Box No) should roll down the same value until the value changes, where a blank row should be left as already exists and the same process of roll the value down until it changes, leave the blank line and then roll down the next value. This should continue until the data ceases at the end of the sheet - I have made the example sheet short but there are tens of thousands of box numbers. Columns B (Box Type) and C (No of Bundles) should also remain constant where Box No remains the same and should be rolled down until the value of column A (Box No) changes.
Finally column D (Bundle No) should be rolled down independently of A,B,C and needs to change whenever a new value appears within the sequence for column D. Again when this changes the blank row should be left and then the new value rolled down until it changes again. I have tried in vain to try and create a macro within Excel to do this but have failed miserably.
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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 25, 2009
I'm creating a calculator to determine the distance & travel time on a xy grid for a game. I'll share what I have so far to display the big picture. Here’s what I’ve accomplished so far:
#1) Cells A1 & B1 are dynamic, they are frequently changed so distance and time may be displayed. Cells A2 & B2 do not change.
#2) I use the following formula to determine the distance between cells, displayed in C2: =SQRT((A2-$A$1)^2+(B2-$B$1)^2)
#3) Next I multiply C2 by a number so that distance is measured correctly per unit type for this game. (I hide this column). Therefore, cell D3 has the following formula: =C2*20
#4) Now my problem, cell E3 - Correctly displaying time. I have the following formula in E3: =TIME(0,D2,0)
This works great!! That is until the time goes beyond 24 hours, then it rolls over. I've tried right clicking and setting the custom format of E3 to [hh]:mm, it still rolls over. I’ve also tried setting formatting to d:[hh]:mm, if I do this then the output time displayed is incorrect.
Ideally I would love a simple fix so that the time will roll over and show days. (I would like a display similar to d:hh:mm).
I’ve done a fair bit of research online and either I'm missing something simple or this is more complex than I thought. And not to make this any more confusing, but I would love whatever I accomplish here to be useable in compatibility mode ...
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Feb 5, 2014
[URL]...... I need to put more dynamics and fill this data set from other sheets, so I'm putting formula into column A, and this force chart react and insert another category. In other words I want to have this fill only if data present on different tab(worksheet).
That what I have now:
[Code] ........
is there any other COUNTB,C,D???
COUNTA
Counts the number of cells that are not empty and the values within the list of arguments. Use COUNTA to count the number of cells that contain data in a range or array.
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Dec 4, 2011
I have case where i need to roll up data based on the hierarchy. I have hierarchy of 4 level as follow:
Level1 Level2 Level3 Level4 Country Region1 Dept1
Unit 1 Country Region1 Dept1
Unit 2 Country Region1 Dept1
Unit 3 Country Region1 Dept1
Unit 4 Country Region1 Dept1
[Code] ........
The data in all sheets is identical...so I created a macro to create template based on the rage. The problem is that the template is good for level 4 but not good for other level.
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Apr 20, 2012
The problem that I have is rolling over the sum total after the meter read reaches thousand it starts at 1 again, but I need the total KMs traveled for example in the car dash board the odometer shows 945 when I started my trip and end at 24, how would I set up a formula in excel to calculate the total KMs traveled
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Jun 22, 2007
how to take text data that will be regularly added to vaious sheets and roll them up into a single "master" sheet that automatically updates and ranks them by priority.
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Sep 4, 2007
how to make a code that will display a random number 1 by 1 and fast in a single textbox so it will make un illusion that it is searching numbers..
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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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Mar 6, 2014
have a look at the attached file. The task is to fit the items in Column A on rolls that are 17.5 meters long. Each item has a specific length which is defined in row 2. I would like a Macro to automatically draw a line as soon as the maximum length of 17.5 meters is reached. Then start with the next items until a maximum of 17.5 is reached and so on..
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Jan 7, 2008
I have a simple list of all purchases made. ie)
Name.......Purchase date
John........01.01.07
Susan......06.08.07
John........07.07.07
John........01.05.07
I'd like to roll up the sames to create one customer row, but so I see the varience between purchase times. ie)
Name.......Ist Pur date....2nd pur date.....3rd pur date....time from pur 1 to 2
John........01.01.07.........01.05.07..........07.07.07........120 days
Susan......06.08.07...................................................(not sure to include this)
Is this possible in excel?
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Dec 4, 2006
We have a an existing spreadsheet which uses a query from Excel to Sage Line50 Accounting software to create labels for stock items. The number of times a label is printed is dictated by the number of items that are required for a particular sales order.
For example -
1006abc 100 No.
2003abc 20 No.
The program would produce 100 labels for item code 1006abc, and would produce 20 labels for item number 2003abc.
However we have recently acquired a heavy duty industrial printer which prints to labels on a continuous roll and I am unable to alter the spreadsheet to work with the new printer layout.
I have attached the spreadsheet and, I hope, the VBA code. PLease also see this link to my previous post - Print Labels Dependant on Content
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Jan 28, 2008
I am running a worksheet that runs through 4 week periods.
Example: 10.1 10.2 10.3 10.4 11.1 11.2 11.3 etc.
I wish to insert a formula that will roll forward or back this data when required.
I have no problem rolling whole numbers & dates.
Iam using Excel 2000.
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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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