Small Business PTO Manager Excel Template – Support

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PTO Manager Excel Template - Product Features

Thanks for visiting the support page for PTO Manager Excel Template. The following are the support articles to help you get started with using the template. If there are any questions not addressed here, please drop a comment and I will add article/video demo about that topic.


Support Articles

42 thoughts on “Small Business PTO Manager Excel Template – Support

  1. So my company accrues at 8 hours every 2 weeks for the first 10 periods, totaling 80 hours a year. In other words, the first 20 weeks is the total accrual period. New hires are accrued at a prorated rate for the first 10 biweekly periods. How do I change this on the spreadsheet. I tried to adjust the form under Policy Settings, but it didn’t change on the report.

    1. Thanks.
      Please clarify what is the accrual policy after the initial 20 weeks. 8 hours every 2 weeks, and totaling 80 hours a year? I am sorry. I am not understanding the policy correctly. Please email with the policy details and the file with settings entered.
      The template allows setting accrual rates by months. For example, for the first 6 months, the rate can be different than the next 12 months and so on.
      Best wishes.

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