EMPLOYEE PTO BALANCE CALCULATOR & TRACKER

INSTRUCTIONS
STEPS
1. Enter inputs in the Employee PTO sheet CLICK FOR SUPPORT
2. Review the PTO Policy and first accrual window details
3. Fix if there are any data validation errors
4. When employee takes PTO, enter PTO info
5. View PTO balance and balance trends PTO MANAGER
6. Optional: (To apply adjustments, enter in PTO adjustments sheet) for multiple employe

NOTES
User Inputs are shown as gray colored cells
Green colored cells are calculated. Please do not edit them.
Completed Tenure table: Always have 0 as completed tenure in first row.
Set up to track employees up to 20 year tenure. Can be extended by extending the table in hidden CAL sheet
To unprotect sheets, use indzara as password.
ACKER

CLICK FOR SUPPORT

PTO MANAGER
for multiple employees
EMPLOYEE PTO BALANCE CALCULATOR & TRACKER
INPUTS
Employee Name Employee
Hire Date 1-Jan-2016
PTO Unit Hours Days
Annual PTO Accrual Rate 120 Hours
PTO Accrual Period Monthly 1 1
First Accrual Period Begin Date 1-Jan-2016 Friday
Accrue at Beginning of accrual period
Annual PTO Rollover Policy Unlimited Rollover 40
PTO Rollover Timing Calendar Year
Probationary Period (Days) 0
Maximum Allowed PTO Balance 250 Hours
Does accrual rate vary by Tenure? YES

Ignore the table below if PTO does not vary by tenure

COMPLETED TENURE (YEARS) ANNUAL PTO ACCRUAL MAX PTO
0 120 250
1 240 300
3 200 350
 Employee's PTO Policy PTO Balance on 02-Apr-2019 350 Hours
Ongoing Accrual Rates
10.000 hours each accrual period
Hours
Balance Trend From 01-Jan-2016 for 367 Days
12 accrual periods per year
BALANCE USED
Accrued hours will be same for every period 140.0

except the first one if employee starts in the middle of an accrual period 120.0
Details of First Accrual
100.0
First Accrual Period Window 1-Jan-2016 to 31-Jan-2016
80.0
First Accrual Day 1-Jan-2016 Friday
First accrual amount 10.000 hours 60.0

Eligible to accrue from 1-Jan-2016 40.0

20.0
Data Validation No errors
0.0

ENTER PTO DATES Enter PTO Hours

PTO START DATE PTO END DATE PTO HOURS
02-Jun-2016 04-Jun-2016 4
05-Jul-2016 05-Jul-2016 4
 Days

BALANCE USED
140.0

120.0

100.0

80.0

60.0

40.0

20.0

0.0
Use this sheet to add or subtract PTO balances ad-hoc
Enter positive value for adding PTO balance and negative value for subtracting PTO balance
DATE PTO ADJUSTMENT
05-Mar-2016 0
05-Apr-2016 0