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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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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Calculate Employee Vacation Accrual Rate & Number Of Days Taken/Left

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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Vacation Accrual

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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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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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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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.

[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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Vacation Accrual Based On Completion Of 90 Day Probation?

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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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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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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Apr 1, 2009

I am using excel as point of sale book (to record customer name, service, and total price etc.) at our hair salon. We have employees that may be there to manage alone from time to time, and enter clients into excel.
Our worry is straight forward, and involves them erasing what they wrote. I am confident that the actual service and price is entered at the beginning, but want to track their changes to their own entries.

The "track changes" would work if it "tracked changes" after entry. But it seems to track the last change from saving. For example....the employee enters $40.25 presses enter--after she knows she can get away with a change, she may erase it altogether or change it to say $16.75.

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If Function - Tracking Daily Employee Attendance

Jul 31, 2014

I am creating a spreadsheet that tracks daily employee attendance.

The title for the E Column is, "Received On Time?"

In the next column, I want to enter a formula that does the below:

If I enter Y, the cell reads "N/A"
If I enter N, the cell reads "ENTER TIME"
If the cell is BLANK, the cell should read "NOT RECEIVED"

So far, I have entered the below function in a cell in my excel spreadsheet, which worked perfectly:

=IF(E3="Y","N/A")

I also want to add in this same cell:

=IF(E3="N","ENTER TIME") AND =IF(E3="BLANK","NOT RECEIVED")

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Jan 2, 2012

Quick rundown, I have a sales background, so other parts (accounting, inventory, etc) are what I want to improve so Im not running around when an order comes in, where is it, do I have it in stock.

I know microsoft has some templates, any worth downloading and starting with, then move the data or add functions to an inventory and accounting template to start, any other templates recommended for an online business.

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Nov 19, 2008

Any non-commercial roster template that would suit 7 day/24 hour/4 person shifts?

Currently we use a totally manual spreadsheet which looks like a Rubik's Cube and does not offer any form of automation in order to speed up entry adn ensure no doubling-up or missing shifts.

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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 21, 2013

how to create a copy of my employee attendance template. Is there a way to create a copy of the template by entering an employee name in the "name" cell of the template and it automatically renames the sheet that employee name and also saves or recopies the template for use with the next employee?

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Jan 5, 2009

I Have a number(30+) of excel files based off of one template. I have since updated the template, thus making the the old ones obsolete. Is there a way to update the older files to use the new template without having to copy and paste the addition's row by row column by column?

None of the additions to the template will change the placement of existing data, nor will it change the data itself. It will however add Values to cells that were previously empty.

Hints, Tricks, or Ideas?

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Day Accrual Formula

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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Apr 23, 2009

1)
I created a one-sheet template, and a new workbook from that sheet. When in that new workbook I go Insert>Sheet>Other and select the aforementioned one-sheet template, Excel crashes, or if not, it adds the new sheet, but then no longer saves the workbook and starts producing error messages (like: "An unexpected error has ocurred. AutoRecover has been disabled for this session of Excel.").

1a)
Now, the complication is that this is working when I do a model operation with a generic template sheet. So I checked the template that I actually want to form sheets after, and Excel finds no errors, nor does it's name contain any unusual characters. What could Excel prevent from working with a template like this?

2)
How do I edit a template? The only way I can find is to manually find the spot in finder, open, and save with the same name. But: if I do that, the documents basing on that template don't change accordingly. If they're intended not to, the whole template procedure makes no sense. I could then just as well copy a file. — I've been searching for tutorials on that, but google doesn't even return a single result on Excel "edit template". Therefor my very basic question here.

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Mar 1, 2013

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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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Kept the test files simple but would need to modify any code to apply to much larger database consisting of many more fields etc.

Master.xlsx‎
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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 19, 2008

I have a list of invoice #'s on a sheet named "Temp Sheet".

I have a VBA macro that created a new tab for each entry and named it the invoice #. So basically the vba code created a new tab ( based on the number of invoice #'s on my list ), and named each tab an invoice number. So if I had a list of 10 invoice #'s, named S1-S10, the vba code created 10 tabs, named S-1, S-2,. S-3.....

Now to my question.
I have a template sheet I want to copy from ( "Template" ), and select any sheet that starts with "S", and copy/paste this template to.

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Jul 29, 2002

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.

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Sep 13, 2007

I'm looking to finish up a few spreadsheets regarding our vacation time off.

Our current schedule is this:
After 1 year = 40 hours
2+ Yrs = 80 Hrs
5+ Yrs = 120 Hrs
10+ Yrs = 160 Hrs
20+ Yrs = 200 Hrs

I need a formula(s) to take the hire date, determine what year they are in right now and how many hours got and on what day.

What I would like to see is (and it doesn't matter how many cells we use)...

* Which date is their anniversary date in 2007 & what year they are in.

* If their anniversary date passed already, I want to see the amount they received at that point

* If their anniversary date hasn't passed already, I want to see when they will receive (if any) and how much

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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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