Vacation Accrual Spreadsheet

So they reset as in whatever they have not used will carry over and then yes goes back to zero. Ok I think your right about the month and day any suggested edits. I have attached a sheet for review.

Columns D and F are both labeled "Vac. Days based on service". What's the difference?

Do you want the accrual for each month to be the amount of vacation accrued during that month? The formula looks like you mean for it to be the cumulative total for the year.

You appear to be accruing by calendar day. The usual way to do this is to accrue by pay period. If you want to do it daily then it should use working days. Is your "Accrual Rate" days per month?

You seem to start with accrual from Jan 1 of the year, but you don't have the corresponding data for how much vacation was taken, so I'm not sure how this is valid.

I still do not know what you mean by "reset". "whatever they have not used will carry over" means the balance stays the same but then you say "goes back to zero".

I recommend strongly against merged cells. You can achieve exactly the same appearance in this case with Center Across Selection.

Dates should usually be determined as dates rather than writing in text. I suggest you use formulas to show months, assuming you start in 2018.

If you can address the above questions then I can provide an updated file.

Here is an example that makes the changes I recommended, but still needs to resolve "reset".

The accrual figure is accrued per month based on the accrual rate. Under Remaining, the cell is yellow if that anniversary date falls in that month.

So what happens is on their anniversary date the vacation would go back to zero if they have days unused we would try to get them to use it up. However if not many they can carry them over and continue to accrue. If they are with us for 5 full years they will increase their accrual rate. I have the sheet set up from June to may because that is our fiscal year. That way we know how many days employees have used vs earned during the fiscal.

"However if not many they can carry them over and continue to accrue." This is not a description that can be programmed with formulas (i.e., Excel does not have a NOTMANY function). It sounds like an ad hoc decision that is a matter of judgment. So you are going to have to type in a 0 into the yellow cells if someone decides they cannot carry over.