Vacation Planning

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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Stop Vacation Hours Calculation On Vacation Day

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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Make A Booking Planning-report

Jan 26, 2010

I want to make a booking/reservations report based on excel and I want it the following way; On my excel book I have a "bookingList" and "Planning". on the BookingList are listed all the bookings received. After inserting this data, I want a planning which could display all bookings by apartment.

I want to fill "planning" sheet automatically based on the bookinglist sheet, this to be showned, for exemple, all bookings listed, on "bookingList" Sheet, for apartment C1A, to be showned on "planning" by apartment and for the dates occupied in the same row. i.e., fill "planning" sheet based on all bookings in "BookingList" Sheet.

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Macro To Insert Start And End Date In Planning?

Feb 26, 2014

I am looking forward to creating a macro that would fill in my planning as per a project name (Cell B11)

Then when I enter the start and end date (range C14:D20). The planning (G5:AH9) would be filled in automatically as per the format in the cell in A14:A20.

refer the attach file. I entered manually an example in for the project "example1". I entered the project "example3" in B11 and starting and end dates. After running the macro button, The row 7:7 should look like the row 23:23.

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Creating Resource Capacity Planning Per Project

Jul 30, 2013

I am trying to create a resource capacity planning per project and I have some issues with some functions. Here is what I did :

1/ I have a workbook for each project with 4 sheets : "Project", "Pivot", "Project Identification", "Capacity"

2/ On the Project sheet I have the volume of man days for resources (rows, can be multiple according to the resource skill) per project phases (columns, always Gate 1 to 6).

3/ On the second sheet I have the pivot table of the first sheet which sum up the volume of man days for each resources per project phases.

4/ On the third sheet I have a project identification table with the columns Date, Week Number, Duration (Weeks), Phase (Gate 1 to Gate 6, so 6 rows). I required the user to enter the date of each Gate, the week number and duration are calculated.

5/ On the last sheet I have my capacity planning with:

- the number of columns is always 52 corresponding to a full year, but can start in the middle of the year, for example start week 30 to end week 29.
- the first row is the weeks numbers, the first cell is the week number of the Gate 1 date, the following cells are the previous cell +1 ( fx=IF(B1>51;1;B1+1) )
- the second row is the phase we are in at that week ( fx=VLOOKUP(B1;'Project Identification'!$B$2:$D$8;3;TRUE) )
- the following rows are the man days for each resources (1 row per resource), this is only the volume of man days for the phase identified in the sheet "Project" divided per the number of weeks for this phase. ( fx=IF(Pivot!$A2="";"";IF(C$2="";"";HLOOKUP(B$2;Pivot!$B$1:$G$4;ROW()-1;FALSE)/VLOOKUP(B$1;'Project Identification'!$B$2:$C$8;2;TRUE))) )

This is working ok if the project execution is within a year (for example from week 20 to week 41). But if the project is over 2 years (for example from week 41 year n to week 12 year n+1) it does not work at year changing.

For example if I have Gate 3 on 19/08/2013, Gate 4 on 30/11/2013, Gate 5 on 29/01/2014 and Gate 6 on 12/02/2014 then on the "Capacity" sheet for week 34 I will have Gate 3 but on week 35 it will switch directly to Gate 6 up to week 52 and then at week 1 I will have "#N/A".

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Excel 2010 :: Making A Planning - To Show In A Report?

Dec 2, 2013

I would like to make a planning, to show in a report. Is this possible to do with Excel 2010? Or do I need another programm?

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Vacation Lump

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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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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Vacation Accrual

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 Days Calculator

Dec 25, 2012

I am looking for a good and simple formula to calculate vacation days.

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Accrue Vacation Entitlement

Sep 18, 2012

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?

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Yearly Vacation Formula

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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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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Spreadsheet Show Vacation Time

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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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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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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Vb Or Function: Reset Vacation On Anniversary Date

Nov 6, 2009

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.

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Vacation Data - Calculate Difference Between Two Dates

Mar 5, 2012

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.

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Seniority Dates - Vacation Reset Year

Jul 25, 2012

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:

=IF(TODAY()>(E3+365),(H3-(SUMIF($J$2:$BK$2,"Taken",J3:BK3))),"")

Which works fine for all seniority dates in 2011. These are my column headings:
E
F
G
H
I
J

L

PPE
2011
5/5/2012
5/12/2012

Hire Date
# of Days
Balance
Cur Yr Accr
Accr
Accrued
Taken
Accrued
Taken

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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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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, 2014

I have a payroll spreadsheet and I want to highlight cells that have hours entered for vacation. For example, in cell E4 I put the job name which is "VACATION" and in cells G4 through M4 I put the hours in for each day. (G4 is Monday, H4 is Tuesday, etc.)

I tried to put a conditional formatting using the following formula ="IF(E4=""VACATION"")" then I chose the fill color however it is not working.

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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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Jan 13, 2014

Lunch is not paid. Holiday and vacation hours get calculated at the regular pay rate. Overtime is anything in excess of 8 hours per day and/or in excess of 40 hours per week and/or over 5 working days per week. Saturdays for most the employees will be overtime because it will be their 6th workday of the week; but it will be regular time for one employee as it will only be his 5th workday of the week.

For accounting and payroll purposes, we need the totals to display in both hour and decimal format.

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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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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