Hello @nishi23,
Welcome to the forum.
I have a few questions.
If someone works 100% in January and February, 50% in March and April, and 10% in May to December, how should their vacation be calculated? Is that based on the table in the second doc, and the amounts are to be added based on the percentage worked in each month?
In the second doc, what are the time units in the Monthly, Yearly and Max columns? Is that in hours, or something else? If in hours, will the calculation for determining # of vacation days be determined based on an 8 hour day?
What is the significance of the shaded cells?
What is the significance of the three tabs in the first doc?
Please provide any additional information that would be helpful.
Cheers,
Sajan.
If someone changes percentages in a given period their vacation accrual with fluctuate as well as represented on the chart. So if they worked two months at 100% they accrue 3.4 vacation days, and then they work the next two months at 40% then they accrue 1.36 days for those two months with a total of 4.76 days accrued through the end of the month.
The time units in the chart represent the amount of time accrued each month, per year (12 months), and the max amount of days that they can carry forward. If they have accrued 37 days vacation at 100% time, they may only carry forward 35 days to the following fiscal year. Our fiscal year runs from July 1 – June 30. The accruals are not in hours because our employees are paid based on percentage of time worked.
The shaded cells in the Sick box represent that they do not lose sick time. This is a template used in another department that is based on hourly wages and gain sick and vacation time based on hours worked, where as our employees do not get dinged for sick days, but accrue vacation monthly and work based on percent. 100% time typically means Mon-Fri, but that is not the case in all situations hence, why we cannot calculate for hours.
The shaded boxes on the main tab represent 2013-2014 Saturday/Sundays.
The three tabs that state 1.0 Day/ 1.5 Day/ 2.0 Day is the accrual vacation days for hourly employees. Our values are not rounded up since we have quite a few PT employees. So ideally, for us, they will be labeled 100%, 80%, and so on with the appropriate templates that I can use for new employees.
The main purpose of this chart is that it is a working and functioning spreadsheet that reflects their vacation accrual that is up to date, and less hassle than what we are working with right now. Our current system is updated monthly, and we are calculating the accruals as they come in. Just going forward since we are expanding this template would suit our needs.
Please let me know if you have further questions.