Employee Leave Manager Excel Template – Step by Step User Guide & FAQs

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Thanks for visiting the support page for Employee Leave Manager Excel Template which can help simplify leave tracking in your organization.

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

  • Please see this article on 3 Important Tips before using the template
    1. Do not edit calculated cells
    2. Input Data is always visible & can be edited easily
    3. Backup by saving file regularly
    4. Bonus Tip: Do not insert columns in between in Leave sheet. Add to the end of the table.
  • This template uses Excel tables for data entry. If you are not very familiar with Excel tables, please see this article on How to enter data using Excel Tables?
      • What is a Table?
      • Why do we use Tables?
      • Components of a Table
      • 3 Basic Data Entry Operations
      • 5 Essential Tips to avoid mistakes
  • Step by Step User Guide 
    • Step by Step instructions on entering data
  • Upcoming articles
    • How to change or add colors for leave type?
    • How to handle if some employees have different holidays than others?
    • How to ensure dates are entered in correct format?
    • What are the differences between the free vacation tracker and the Employee Leave Manager templates?
    • Which template is suitable for your organization? PTO Manager or Leave Manager?

If you have any questions on the template, please post them in the comments section below. I will respond as soon as I can. If it will benefit others, I will also publish a blog post and video answering your question.

34 thoughts on “Employee Leave Manager Excel Template – Step by Step User Guide & FAQs

  1. Hello:

    I am looking to see if there is a way for you to combine both of the below templates to create one larger template. Would you be able to accomidate this?

    a) Small Business – Paid Time Off (PTO) Manager – Excel Template https://indzara.com/product/small-business-paid-time-off-manager/ b)Employee Leave Manager Excel Template https://indzara.com/product/employee-leave-manager/

    With both of these, there are many things to like, so I think if you could combine this to create all the currently auto generated reports, and the like, adding the accrual options and reports from the pto manager, and configure those into the Employee Leave Manager to make it to where not all employees have the same ammount of time off accrued or given that would be great! If there is any way to combine both of these so that I get ALL the reports, but only have to fill out the information in one place and it is consistent across the board, I and my team would be so highly greatful and appreciative!!!!

    Please let me know of the cost and if this is something that is fiesable as soon as possible, as we are looking for a manager kind of like this to purchase immediently. Thank you!

    1. Thanks for your feedback.
      I don’t have a version yet that combines both templates’ features. Sorry.

      Employee Leave Manager – Allows employees to have different PTO entitlement (the differences from the default can be entered in Adjustments table for specific employees). What it does not do is the automatic accrual of PTO with tenure (which the PTO manager is designed to do). Is your need to have automatic accrual at frequent basis (bi-weekly or monthly)? If so, PTO manager is the only option I have now. If it is annual, you can still use the Leave Manager to enter annual PTO entitlement. Please let me know.

      I will be looking to improve the PTO manager in the future to expand beyond 2 PTO types and add more reporting of all employees’ balance at the same time.
      Please let me know if any questions.
      Best wishes.

  2. I just purchased the Leave Manager Template. I’m confused in the videos where you’re talking about leave recorded (taken) and then planning for the future (projects).

    If I use this template to put in planned leave for the year, don’t I have to manually adjust it for the actual leave taken?
    It seems that I’d just use this to record actual leave taken.
    Do you have another suggestion to keep track of planned leave and a way to potentially merge the 2 templates?
    Also, on the adjustments page, if I change the reporting period from an annual basis to a half year or another time period, do I have to go back in and adjust every employee who doesn’t have leave like the set up page shows?

    1. Thanks for purchasing.
      The planned leave can also be entered in the Leave sheet. However, the employee report does not include the planned leave in calculations. Please email support@indzara.com and I can send a version of the template that includes planned leave in the employee report.
      For Adjustments, every employee whose entitlement is different from the default should be entered in Adjustments. The effective date in Adjustments should match the Reporting period start date. If you are changing the reporting period start date (for example, when you move to next year), then enter new records in Adjustments table for all employees whose entitlement is different from default. This design is to accommodate users to continue to use one file for multiple years.
      Please let me know if I have not addressed your questions.
      Best wishes.

  3. I’ve been using the free version for a few weeks and am extremely happy with it. I’m about to upgrade to premium version but have 2 questions to ask before I do:

    1. Can I allocate different holiday entitlements to different employees? My Companies holiday entitlement is based upon time served so the longer staff serve, the more holiday they are entitled to.

    2. Some of my staff work different shift patterns and therefore not everyone works Monday – Friday. Is it possible to allocate different “weekend” dates to different employees. For example, some work Mon – Fri, others work Wed – Sun.

    I’d be grateful for some guidance.

    Thanks

    1. Thanks for your interest.
      1. Adjustments sheet is available to enter entitlement adjustments (more or less) for specific employees. However, it needs to set manually for each reporting period (example: annually). When the employee tenure changes, it does not automatically change. If that is expected, I recommend https://indzara.com/product/small-business-paid-time-off-manager/ PTO Manager template as it is set up for handling tenure based PTO accrual.
      2. For employees with different weekends, I would suggest adding a leave type (example: WEEKEND) and set to NO for Balance tracking.
      We would have to then enter them as leave in the leave sheet. If you have a lot of employees, this will be a lot of data entry for every week. If you have few employees, then this would be a feasible solution.
      If there is no critical need to have all employees in one file, having a separate file for each group of employees with similar weekdays/weekends would be an option.

      If you try and the template does not meet your needs, please email me and I will issue a full refund.
      Please let me know if any questions.
      Best wishes.

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