Google Sheets · Excel · multi-policy · tenure tiers · live balance
PTO Accrual & Leave Tracker
PTO Accrual Calculator & Leave Tracker — the multi-policy spreadsheet that turns a simple rule (earn PTO per hour worked, up to a cap, with carryover) into a live, always-current balance for every employee. No payroll software, no macros.\n\nSet the policy once — accrual rate per hour worked, annual cap, carryover and tenure tiers — and the workbook does the rest. Each person's tenure looks up their rate and cap automatically; hours worked accrue PTO; the balance is capped; time off taken is subtracted; and the remaining balance is always right there.\n\nWHAT YOU GET\n• DEMO workbook: a six-tab system pre-filled with a worked example (five employees, six months of hours and leave) so you can watch every formula behave before you touch your own numbers.\n• BLANK workbook: the same system with the example rows cleared, ready for your team.\n• Quick-start guide PDF: set up your policy in about 10 minutes, in plain English.\n• Works in Microsoft Excel (.xlsx) and Google Sheets. No macros, so nothing breaks.\n\nTHE 6 TABS\n1. SETTINGS — accrual rate, annual cap, carryover and tenure tiers, set once\n2. EMPLOYEES — name, hire date, department; tenure, rate and cap look up automatically\n3. ACCRUAL LOG — log hours worked; PTO earned calculates per row (hours × rate)\n4. BALANCES — accrued to date, capped balance with carryover, used and remaining, all automatic\n5. LEAVE CALENDAR — vacation, sick and personal time off, one row each\n6. REPORT — company totals, leave by type, and a one-name spotlight\n\nFORMULAS INCLUDED\nTenure-tier rate lookup (by years of service), accrued-to-date = hours × rate, capped balance with carryover, and remaining = balance − used. Enter a hire date and some hours and everything recalculates.\n\nThis is a digital download — instant access to both workbooks and the quick-start guide. No physical item ships. For personal and small-business use.
€14.99 · instant download · Excel and Google Sheets · no subscription · use it forever.
Works with
- Excel and Google Sheets (instructions included)
- Print as PDF for a paper copy
Before you buy: For your own use. This spreadsheet is a planning tool — confirm balances with your payroll provider.
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€14.99, instant download from the ChurchillCraft shop on Etsy. No subscription, no account, no macros — the file is yours and it keeps working.