Desperately trying to build a paid time off accrual worksheet...
We believe you have more time than you sound.
You are responsible to send the PTO request spreadsheet in to home office
only at interval.
We are not sure who prepares the request spreadsheet.
Nevertheless, we would suggest to streamline the workflow as follow:
In the spreadsheet, add one more column thus PTO per yr, PTO taken, PTO
applied, PTO days left
obviously days left = per yr - taken - applied
every time an authorized user opens this file, it updates:
1, anyone crosses the entitlement scale? (how nice the employee feels when
informed, if he has not hardwired this in his mind)
2, whether the entitlement is due to reset? (an employee will be upset when
told of the correction afterwards, even if he already know)
the authorized user can view Name, PTO per yr, PTO taken, PTO applied, PTO
days left among other columns
the authorized user can key in PTO applied and PTO days left is adjusted
automatically (since the employee comes to ask everyday)
At a desired interval, the authorized user triggers the system to generate
PTO request record for home office.
At this time,
3, the system adds PTO applied to PTO taken
4, reset PTO applied to nil
This is necessary because we do not want to lose any count (the company may
be unhappy)
nor we want to double count (the employee will be VERY unhappy)
"cgautreau" wrote in message
...
I work for a company that owns hotels and casinos all over the States.
Company wide I would say we have about 13,000 employees. The hotel I work
at
has around 125 employees (even w/ the constant turnover after Katrina
hit).
My problem is, that my corporate office refuses to update our payroll
operations. We still use punch time cards that every other Friday I have
to
manually enter time into the payroll server timesheet. Our system does
not
calculate paid time off, among a lot of other things. My employees come
to
me almost daily asking if I can tell them how many PTO days they have
left.
The only way I have to figure it out is by going through every PTO
bi-weekly
request form spreadsheet until I have added up the days taken throughout
their service year.
I am trying to build a spreadsheet in Excel 2003, that consists of:
Emp#, Name, Job Class, Hourly Rate, Hire Date, Birthdate, Last Review
Date,
PTO per yr, PTO taken, PTO days left....among other personnel information.
I want to create a formula that will calculate the PTO per yr the employee
has. After 6 months = 2 days
1 year = 10 days
2 years = 14 days
6 years = 19 days
16 years = 25 days
26 years = 30 days
(If the employee does not use the days within their service year, they
loose
it.)
I also want in the PTO taken column a formula that will pull the # of days
taken from the PTO request spreadsheet that I have to send in to home
office.
The employee's differ every spreadsheet, as does their placement. Once
the
days taken are in their proper column, I want the PTO left to be
calculated
from PTO days per year minus the days taken. I hope someone can help, I
am
at a total loss!
--
Thank you!!
Crystal
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