PTO/Sick Accrual Calculations

D. Bruce

I started a new job and a bit overwhelmed. I am new to Smartsheet and a basic user with Excel. I need help with PTO/Sick policy calculations within Smartsheet. I do not know where to begin. Any help is appreciated!

Paul Newcome

Ok. Lets start at the very beginning... Do you have a sheet that lists all employees alongside their start date, and how exactly are you tracking when sick/PTO is used?

D. Bruce

https://community.smartsheet.com/discussion/comment/326333#Comment_326333

Yes, I do. We are currently using Autotask for PTO/Sick requests, we are transitioning from Autotask to Smartsheet.

NikkiOno

@Paul Newcome

I am tracking pto accrual in smartsheets based on start date or current year and how many weeks from that point but how do i put a cap on how many days they can accrue? My current formula is: IF([EMPLOYMENT TYPE]@row = "FULL-TIME", [WEEKS WORKED TO DATE]@row * 2.3). the max days they can accrue is 10 per year.

Paul Newcome

@NikkiOno Assuming 10 days per year is equal to 80 hours, you would use a MIN function.

=IF([EMPLOYMENT TYPE]@row = "FULL-TIME", MIN([WEEKS WORKED TO DATE]@row * 2.3, 80))

NikkiOno

@Paul Newcome

You solve all my problems. If only I didn't spend hours on it trying to figure it out myself before asking for help :) Thank you!

Paul Newcome

@NikkiOno Happy to help. 👍️