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.
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
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): ....
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:
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
These 4 numbers will be part of a monthly report (so I only need the numbers graphed once) and also a yearly report (so I would need to find a way to graph all 12 months).
I'm using the code below to extract data from a 'Source' sheet to populate a "Yearly Extract Summary" 'destination sheet. With the unique distinct values copied from column I on the 'Source' ("All Data") sheet to column B on the 'Destination' ("Desired Output") sheet. In addition the values from column J on the 'Source' sheet are summed and paste under the relevant month on the 'Destination' sheet.
[Code] .......
The code works fine and the correct figures populate the correct columns and rows on the 'Destination' sheet.
As you can see from the code above, the monthly values have to be hard coded to match the column headings and this is fine when using a static 12 month period. But I'm now wanting to use a rolling 12 month period, which, at the moment, necessitates the need for me to change the code each month so I'd like to change the code but unsure where to even begin, how to produce the initial script.
I'd still like maintain the existing functionality in this section of code:
[Code] ...........
I have attached a file which contain 3 sheets.
The "All Data" 'Source' sheet,
The "Output" sheet, used for testing, and
The "Desired Output" sheet which shows the results using the current code
To run the code, please use the button at the top of the "All Data" sheet.
I have a column that contains dates for an event. I would like to tally quarterly and yearly totals for these dates. What formula can I use to accomplish this?
how to add drop list box or combo box in this yearly time sheet so every employee has his own record in this time sheet so when ever i select name from drop list all info changed, i did include table in sheet 1 as an example.
I have a problem here in calculating the Daily sales target based on Monthly Targets and Year End Target.
I am attaching the file herewith which has Yearly & Monthly Targets defined. Need calculating Daily targets which should match with Monthly & Year end target .
I have the split of day wise sales for a week as well in another tab. However not able to get the exact monthly target as listed .
I am trying to get the formula for calculating yearly rental imcome. The range is 10 years and the interest is 34%. The first year payment is 42,000 and the 10th year payment is 56,000. I can't figure out how to do the other years. The principal is 325,000 and the sale value is 425,000.
i have a problem that i have been trying to get over for about a week now. i need to calculate a lease commission, with an extensive amount of variables. first i need to find the length of the total term which should be anywhere between 1 to 10 years. then on a annual basis i need to define how many months are billable in that year. which gives me to variables to account for there, which are A= initial free months, non paying B = the last month of last year may only be a half year
i think i have worked that out pretty successfully, so next i need to calculate the rent for each year period. with several variables a= the rent can be caculated : -by per month basis - by annual basis - by a per square foot basis b= next in relation to annual rent operating expenses may also be calculated in the annual rent number also by the same variables, however it may or not be calcuated into the number depending on the lease.
c. this is where i am at now, and its killing me. i need to account for rent adjustments for each year. rent adjustments can start from either the lease start date or the date that rent starts which would be after the lease start if free rent is granted. then the adjustments will continue through the end of the term and be implimented every x number of months. the value of the adjustments will either be a percentage of the first years rent usually 3-5 % or per sf, per month, or just flat rate per year. but it will escalate each year. for example year 5 is x amount of ajustment from year 4.
i am finding difficulty in finding an annual value of the original lease term in relation to this date series. expecially if the adjustment periods leave a remainder carring over to the next year, or if their are several adjustments in one given year. any help would be appriciated on this.... i know its pretty complicated, and i have rewritten this code about 30 different ways , i am at a loss right now. if you think you may want to see my file let me know and i can post it
I have created a excel sheet here i want the total interest charged for three months in 3rd mnth interest charged column, if i select 7 mnths term total interest charged for 7 months should come in 7th month interest charged colum, if it is 13 months total interest for 12 months in 12th month interest column and remaining 1 month interest in 13th month interest charged column
I have working on a project "vacation plan" in excel.. i want a small help. i will be entering all the details of the leave for eg. 1)name 2)employee code 3)no. of days eligible for leave 4)starting day & date of the leave 5) end day and date of the leave 6) no. of today days. on sheet1.
on sheet 2. i will have a calender for the entire year. i want this calender to get updated as soon as i put in the date in sheet1 with the names of the agents in the calender & if the leaves overlap, it should change the colour with a conditional formatting. i understand it's complicated. but with the help of u champs, i am dead sure that i will make. it. as i have done it earlier on many complicated projects.
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....
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.
I want to setup a spreadsheet for the year (started mid July) to understand how much holidays I accrue, so I work 37.5 hr pw, I accrue 4.5pw - holidays taken, what is the formula?
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.
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
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.
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.
SOLVED: adjusted functions. creating a vba macro for other reset goals. other goals have changed as well.
I have a table where the subsheets have the specific days that an employee uses vacation, sick, personal or other hours of off time. i wrote alot here to get my goals/thoughts down
my goal is to master one section then apply it to the other vacation date types. i'm stuck on going with a formula or using vb. also another concern is odd months such as someone hired 10/31 compared to a month like 6/30. not sure if this is a real concern.
a. need to reset vacation hours for the year based on annual anniversary date -"vacation hours per year" -"vacation hours remaining" =E8-('Vacation 1'!B8+'Vacation 2'!B8) this data is taken from the subsheets. there is vacation 1 for jan-jun and vacation 2 for jul-dec
1year=40 hours after 1 year anniversary =80 hours 3 years+ =120 hours Vacation only rolls over for 3 months after anniversary date (this is a concern after part a is completed)
second part of my project: b. vacation hours remaining can be carried over up until 3 months after their anniversary date. at this point they are wiped back to 0 until the next anniversary date (where the carry over hours recalculate)
ATTACHED TEMPLATE
things i am changing in design: vacation hours per year (to include a formula to calculate anniversary date, with the amount given for 0 year, 1 year, 3 years....) rather than a manual added # (which was lets say 40 hours+ carry over hours) -thats why i am separating the carry over hours... which i'm hoping to auto calculate by taking
anniversary date - 3 months in a statement to reset it back to 0 after the three month period.
I have a vacation data of my company. I want to calculate difference between two dates (relieving date & rejoining date) after excluding holiday(which I will decide as per my company policy) also note that now i m in gulf country hence here Friday is weekly off not Sunday.
I need to take the month and day of a seniority date and add it to the reset year but am having difficulty doing so. If the seniority date if July 4, 2008, I need to convert it to July 4, 2012 for my calculation to work. My formula is this:
