Dynamic PTO Accrual

ryland00

Board Regular
Joined
Jun 13, 2014
Messages
76
Hello,

I am looking to see if anyone has a nice formula for a problem I am running into with my PTO accrual sheet. Where I am having issues, is when the anniversary date of the employee comes and the accrual would change.

Given the following table :

0-4 years : 5 hours
>4-9 years : 7 hours
>9-14 years : 9 hours
>14 years : 11 hours

The problem I am having is, for instance, if someone started on May 5, 2009. Up until May 5, the employee is accruing 7 hours, but after May 5, the employee should start accruing 9 hours. What formula can I use to calculate this based on a "today" formula?

I am currently using a combination of these formulas.

=IF(E2="",0,(TODAY()-E2)/365) <-- To calc the years of service
=IF(AND(F2>0,F2<4),5,IF(AND(F2>4,F2<9),7,IF(AND(F2>9,F2<14),9,IF(F2>14,11,0)))) <-- To calc the accrual amount
=IFERROR(VLOOKUP(B10,Key!C:G,5,0)*(LOOKUP(TODAY(),Key!J:J,Key!K:K) <--- First vlookup brings in the accrual amount by person, and the lookup brings in the number of weeks based on what I have posted below.


[TABLE="width: 228"]
<colgroup><col><col></colgroup><tbody>[TR]
[TD]2018 Pay Dates[/TD]
[TD]#[/TD]
[/TR]
[TR]
[TD="align: right"]12-Jan[/TD]
[TD="align: right"]1[/TD]
[/TR]
[TR]
[TD="align: right"]26-Jan[/TD]
[TD="align: right"]2[/TD]
[/TR]
[TR]
[TD="align: right"]9-Feb[/TD]
[TD="align: right"]3[/TD]
[/TR]
[TR]
[TD="align: right"]23-Feb[/TD]
[TD="align: right"]4[/TD]
[/TR]
[TR]
[TD="align: right"]9-Mar[/TD]
[TD="align: right"]5[/TD]
[/TR]
[TR]
[TD="align: right"]23-Mar[/TD]
[TD="align: right"]6[/TD]
[/TR]
[TR]
[TD="align: right"]6-Apr[/TD]
[TD="align: right"]7[/TD]
[/TR]
[TR]
[TD="align: right"]20-Apr[/TD]
[TD="align: right"]8[/TD]
[/TR]
[TR]
[TD="align: right"]4-May[/TD]
[TD="align: right"]9[/TD]
[/TR]
[TR]
[TD="align: right"]18-May[/TD]
[TD="align: right"]10[/TD]
[/TR]
[TR]
[TD="align: right"]1-Jun[/TD]
[TD="align: right"]11[/TD]
[/TR]
[TR]
[TD="align: right"]15-Jun[/TD]
[TD="align: right"]12[/TD]
[/TR]
[TR]
[TD="align: right"]29-Jun[/TD]
[TD="align: right"]13[/TD]
[/TR]
[TR]
[TD="align: right"]13-Jul[/TD]
[TD="align: right"]14[/TD]
[/TR]
[TR]
[TD="align: right"]27-Jul[/TD]
[TD="align: right"]15[/TD]
[/TR]
[TR]
[TD="align: right"]10-Aug[/TD]
[TD="align: right"]16[/TD]
[/TR]
[TR]
[TD="align: right"]24-Aug[/TD]
[TD="align: right"]17[/TD]
[/TR]
[TR]
[TD="align: right"]7-Sep[/TD]
[TD="align: right"]18[/TD]
[/TR]
[TR]
[TD="align: right"]21-Sep[/TD]
[TD="align: right"]19[/TD]
[/TR]
[TR]
[TD="align: right"]5-Oct[/TD]
[TD="align: right"]20[/TD]
[/TR]
[TR]
[TD="align: right"]19-Oct[/TD]
[TD="align: right"]21[/TD]
[/TR]
[TR]
[TD="align: right"]2-Nov[/TD]
[TD="align: right"]22[/TD]
[/TR]
[TR]
[TD="align: right"]16-Nov[/TD]
[TD="align: right"]23[/TD]
[/TR]
[TR]
[TD="align: right"]30-Nov[/TD]
[TD="align: right"]24[/TD]
[/TR]
[TR]
[TD="align: right"]14-Dec[/TD]
[TD="align: right"]25[/TD]
[/TR]
[TR]
[TD="align: right"]28-Dec[/TD]
[TD="align: right"]26[/TD]
[/TR]
</tbody>[/TABLE]
 
Last edited:

Excel Facts

What did Pito Salas invent?
Pito Salas, working for Lotus, popularized what would become to be pivot tables. It was released as Lotus Improv in 1989.
Hi ryland00

Can you please attach a sample sheet to better understand your current formulas and output cells?

Best Regards
 
Last edited:
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