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Sick pay entitlement based on length of service.

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    Sick pay entitlement based on length of service.

    Hi,

    New Joiner, Im hoping someone can help me please,

    I need to track and log individual staff members company sickpay entitlement and have it auto update based on their length of service.

    I have added the staff members start date then I have used the dateif function to calculate year,months,days of service. I'm looking to have the Total days Entitlement column H13 & H14 to update automatically using the number of weeks full pay or half pay/length of service chart. the example has over 3 years service so should show the maximum entitlement of 6 weeks full and 6 weeks half pay ideally id like the entitlement to be calculated in days based on how many days per week they use ie in the example they work 5 days per week so 1 weeks entitlement is 5 days multiply that by 6 and the figure would be 30 days. im aware the formula would need to reference the normal working days column as well as the entitlement chart but can not wrap my head round how to do this as well as use the length of service. it would also need to auto update when a newer member of staff jumped from one entitlement to the next ie SSP to less than 1 years service then again when it jumped to one-two years service and so on until maximum entitlement is met. I would then need the Days entitlement used to auto update when a new absence is entered using the Number of days off column C. ideally id like it to flag when all of the full pay days had been used and when the Half pay days had been used but am completely confused on how to do this. is this possible. the example also uses a rolling 12 month period

    Thank you in advance
    Attached Files Attached Files

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    Re: Sick pay entitlement based on length of service.

    Hello Julaboyce. Welcome to the forum.

    Please take the time to update your profile. Windows 10 is not an Excel product number.

    Is your forum profile showing the Excel PRODUCT that you need this request to work with?

    The best solutions often rely on knowing WHICH Office PRODUCT (Excel, NOT Windows) that you have. Please check that your forum profile is up-to-date. If you aren't sure, in Excel go to File/Account and report what it says below the MS logo at the top of that page. If your version is for Mac, please also state this.

    The three most recent Excel PRODUCTS are Excel 2019, Excel 2021 and MS365 - if you are using MS365, please give this name along with the Version number in your profile (e.g. MS365 (PC) Version 2211). The version number is in the About Excel section further down the Account page.

    Thank you ahead of time.
    Dave

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    Re: Sick pay entitlement based on length of service.

    Thank you so much I do apologise this is all new to me. I have updated my profile with the information you advised. Please do let me know if there is anything else i have missed or done incorrectly. First time forum user.

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    Re: Sick pay entitlement based on length of service.

    Perhaps this will help.
    1. Convert the data in the range A12:E20 into an Excel table so that the formulas in C7:C9 can use structured references and automatically update when new sick dates are added
    2. For cell C7: =MAX(tbl_Absence[Last Day of Absence])
    3. For cell C8: =SUMIF(tbl_Absence[Last Day of Absence],">="&$C7-365,tbl_Absence[Number of Days off])
    4. For cell C9: =COUNTIF(tbl_Absence[Last Day of Absence],">"&C7-365)
    5. Fill cells J7:J11 with 0, 0.5, 1, 2 and 3
    6. Populate cell H13 using: =INDEX(H7:H11,MATCH(YEARFRAC(F2,TODAY(),3),J7:J11))*B5
    7. Populate cell I13 using: =INDEX(I7:I11,MATCH(YEARFRAC(F2,TODAY(),3),J7:J11))*B5
    8. Populate cell H17 using: =MIN(C8,H13)
    9. Populate cell I17 using: =MIN(C8-H17,I13)
    10. Conditionally format cells H17:I17 using: =H17=H13
    Let us know if you have any questions.
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    Re: Sick pay entitlement based on length of service.

    Do you calculate the whole "sick episode" within the 12 month period as within the last 12 months as long as the Last Day Absence is within the last 12 months?

    Example: If today's date is Wednesday, March 11, 2024. Sick Episode is from Thursday, March 9, 2023 - Monday, March 13, 2023, which is 3 business days. However, from 1 year ago from today it would be only 1 day. Should all 3 days count since it's one episode or should you just count the days from today back 1 year?

    If the later, then I think you have your solution.

    If only 1 day should be counted, I'd recommend adding another column in the Excel Table called "Days in Last Year", with formula of:
    Please Login or Register  to view this content.
    Then in C8, you could just put:
    Please Login or Register  to view this content.

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    Re: Sick pay entitlement based on length of service.

    This works perfectly thank you so much.

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    Re: Sick pay entitlement based on length of service.

    You're Welcome and thank you for the feedback. Please take a moment to mark the thread as 'Solved' using the thread tools menu above your first post. I hope that you have a blessed day.

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    Re: Sick pay entitlement based on length of service.

    JeteMc I'm sorry I've come up against a problem, related to the above spreadsheet, I have an employee who jumped from SSP to the first lot of Paid sick pay on 5th March 2024 the entitlement updated perfectly but within the last 12 months they had used 5 days sickness this then showed up as them using the full entitlement of paid sick pay however this is not correct as all sickness absences were previous to 5th March 2024. for the entitlement used column i would need it to discount any SSP days used before the paid entitlement began. is this even possible? so the start date would be 05/09/2023 and any absence logged before they were entitled to paid sickpay from 05/03/2024 I would still need to log but it shouldn't be counted in the days entitled used G18? Thank you in advance for your help with this

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    Re: Sick pay entitlement based on length of service.

    Please attach a file to your next post that illustrates the scenario described in post #8.

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    Re: Sick pay entitlement based on length of service.

    Hi Apologies, Please see attached spreadsheet.

    in the example the Employee Jumped from SSP only to 1 week full pay 1 week half pay from 05/03/2024 (6 months after their start date) for reference I have manually entered this date in cell F3.
    The total days entitlement in H13 & I13 updated correctly but as there were several SSP days used before the paid entitlement activated the Days entitlement used is not showing the figure accurately as
    no paid sick pay was used after the entitlement was valid from 3rd March.
    Is it possible to exclude the dates within the SSP period from the H13 & I13 cells calculation so only dates within the entitlement range are deducted.ie exclude any absences from the days entitlement used cells
    that were dated between start date F2 and the date 6 months after their start date F3. Ideally id like the 6th months date to auto update when the Start date is entered it would save massive amounts of time.
    any help you can give me with this would be massively appreciated.
    Thankyou in advance.
    Attached Files Attached Files

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    Re: Sick pay entitlement based on length of service.

    Perhaps the following:
    For cell F3: =EDATE(F2,6)
    For cell H17: =SUMIFS(C13:C37,A13:A37,">="&F3)
    For cell I17: =SUMIFS(C13:C37,A13:A37,">="&F3)-H17
    Let us know if you have any questions.
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    Re: Sick pay entitlement based on length of service.

    JeteMc This looks to work great thank you so much for your help.

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    Re: Sick pay entitlement based on length of service.

    You're Welcome. Thank You for the feedback and for marking the thread as 'Solved'. I hope that you have a blessed day.

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