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Creating a Spreadsheet to track PTO accrual

  1. #1
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    04-19-2013
    Location
    Lexington, NC
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    Excel 2007
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    3

    Creating a Spreadsheet to track PTO accrual

    I am currently looking to create a spreadsheet that will track PTO for our employees (currently around 140). They are paid weekly and the following is our accrual schedule based off number of hours accrued per week.

    0-1 years .5 hours weekly
    1-2 years 1.3 hours weekly
    2-3 years 1.4 hours weekly

    3-5 years 1.7 hours weekly

    6-8 years 2.2 hours weekly

    9-10 years 3.1 hours weekly

    10+ years 4.7 hours weekly

    Calculation is based on start date and they can carry over up to 10 days of PTO time. Anything over that 10 days will automatically be cashed out.

    Thank you for any assistance in building this.

  2. #2
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    04-19-2013
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    Re: Creating a Spreadsheet to track PTO accrual

    In the past I have used a sheet that had name, hire date, current date and vacation earned(this is where the IF function took the accruals into account), a column for each pay period to input PTO taken, and then a column that would total PTO taken and subtract from earned. I have that set up now but cannot figure out how to create the IF function with the accruals built in.

  3. #3
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    Re: Creating a Spreadsheet to track PTO accrual

    Any ideas?

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