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Lwoodsto's avatar
Lwoodsto
Copper Contributor
Dec 11, 2025

PTO Accruals

Hello I have a PTO tracker that I would like to auto calculate PTO accrual based on hire date.

Example, on year 5 from hire date PTO accrual goes from 5.54 per pay period to 7.08 per pay period. I would like for my employees to be able to enter their hire date at the beginning of the year and the PTO tracker to be able to reference functions automatically to adjust accrual after they hit their 5 and 10 year milestones.

excel

1 Reply

  • Lobo360's avatar
    Lobo360
    Brass Contributor
    Dec 11, 2025

    I’ve used 8.88 as a fill in for the 10 year accrual rate as I didn’t see that specified.

    This formula asks if from the given start date (A1) to today’s date if 10 or more years has passed and if so returns 8.88, if not it asks if 5 or more years has passed and returns the specified 7.08 and if not then the base rate 5.54 is returned. 

    =if(DateDif(A1,Today(),”Y”)>=10,8.88,if(DateDif(A1,Today(),”Y”)>=5,7.08,5.54))


    Or if it makes more sense in the reverse, checking if less than 5 years first, then less than 10 etc then:

    =if(DateDif(A1,Today(),”Y”)<5,5.54,if(DateDif(A1,Today(),”Y”)<10,7.08,8.88))


    It may be that your accrual rate isn’t recalculated on the anniversary of the employee start date, but say at the beginning of each calendar or financial year? In which case replace Today() with your business year start date.