Small Business PTO Manager Excel Template – Support

Posted on
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

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

  1. Is there a way for me to enter an end date on the PTO report so that I can determine the remaining PTO time on the employee’s termination date?

    I tried removing the ‘TODAY’ function and entering the termination date on the PTO report worksheet but the calculation doesn’t seem right to me.

    Is that the correct way to do it?

    1. Thanks for using the template. I have replied to your email on this topic.
      Best wishes.

  2. We have 5 types of employees each with different amounts of PTO accrual. Is there any way to set this up?

    1. Hello

      We have a PTO calculator for hourly wage-earning employees too. Please refer to https://indzara.com/2019/11/pto-balance-calculator-for-hourly-employee/.

      Also, can you please share the 5 different categories of employees you are referring to. Please write to us at support@indzara.com.

      Thanks

  3. Hi Indzara Team, thank you for providing this template for purchase. I have one question about it. If we offer a 30 day grace period for an employee’s PTO to be used, is there any way to factor that in? For example an employees hire date is Jan. 1st 2020, and they accrue one years worth of time, then they have 30 days grace period to use what they have accrued in that year. (30 days after Jan 1st, 2021)

    1. You are welcome.
      Grace period feature is not available in the template. Only a roll-over policy feature if available where only a certain amount of PTO can be rolled over to the next year.
      Please let us know if any questions.
      Best wishes.

  4. Hi

    I recently purchased this software, so I am trying to figure out the calculations. For an employee, I entered the start PTO date as 12/15/19 with a carryover earned PTO was 98 hours for 2020. The employee used PTO for the entire pay period, except for a holiday. The total PTO used was 56 hours; however, the current balance shown on the spreadsheet is zero. I believe the PTO balance shout be 42. Please advise.

    Also, how do you show PTO not being accrued for several months? The employees received their salary while not working due to COVID-19.

    Thank you for your assistance.

    1. Thanks for using our template.

      Please ensure that the PTO availed has been put in the sheet correctly. For instance, if an employee avails two days leaves, you need to enter the hours as 8 and not 16. Also, the adjustment sheet can be used to show that PTO did not accrue during the time of COVID-19.

      Please check the details and if the issue is not resolved, please email your file along with the list of issues to contact@indzara.com.

      Best wishes

  5. I have all my data in.(Sample Employee ) But I am finding that the PTO balance isn’t calculating on the PTO Report page. Can you help on this?

    1. Thanks for using our template.

      Please email your file along with the list of issues to contact@indzara.com

      Best wishes

  6. I’m finding that one cell o the PTO REPORT doesn’t display PTO days. May 25, 2020, cell AB22 doesn’t turn color to show PTO or Personal Day when that day is added in TIME OFF. I’ve seen this with two employees. If I change it to the 26th, it displays, or the 24th. The conditional formatting looks fine. Could someone offer a suggestion to troubleshoot, please? This is truly a great spreadsheet. Thanks!

    1. Thanks for purchasing. Can you please email file to support@indzara.com and specify the question? We can review and get back to you with the solution.
      Best wishes.

  7. Hello,

    I’ve been using this PTO Template for about 2 years, and suddenly Cell AJ6 on the ‘PTO Report’ sheet has stopped displaying the selected employee’s balance. I tried reinputting all my data into a fresh copy of the template, and I’m getting the exact same problem there. How can I fix this?

    Thank you

    1. Nevermind, I found the support article.

      1. Thanks!!!

  8. Hello There

    I absolutely LOVE this template, however I can not for the life of me figure out how to change the PTO policy for front loading PTO on January 1 and not have it accrue on a monthly basis? We front load everyone with PTO at the beginning of the year to avoid the accrual hassle every month. Thoughts on how I can just add in the PTO amounts and not have it calculate on a monthly basis per employee. I love the tracking of the employees and their time off to show ownership. I appreciate your help!

    1. Thanks for purchasing.
      For annual front-loading, please Annual as the accrual period, 1/1/2020 as First Accrual period Begin Date and Beginning as the Accrual timing. This will front-load on Jan 1st for all employees. Explained with screenshots here:
      https://indzara.com/2016/12/small-business-pto-manager-user-guide-step-step-tutorial/
      Please let us know if any questions.
      Best wishes.

  9. Good Day, is there an easy way to print a report of all available PTO instead of one by one?

    1. Thanks for using our template.

      We will try to incorporate your recommendations in the future release.

      Best wishes

  10. I would like to know if I can change the PTO Accrual Period to a Daily is this possible?

    1. Thanks for using our template.

      At present, the accrual period can be weekly or more than that. We will try to incorporate your recommendations in a future releases.

      Best wishes

Leave a Reply

Your email address will not be published. Required fields are marked *