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YTD PTO Accrued Formula

  • 1.  YTD PTO Accrued Formula

    Posted 25 days ago

    I currently have a formula that calculates YTD accrued fine.

    (Month(Today()) * [Amount of Time Accrued Per Pay Period])

    It's fine for starting at the beginning of the year but I would like it to use the Anniversary Date of the employees date of hire instead.
    I tried a few different ways but I cant seem to get it right, the windmills in my head keep getting in the way. Gracias

    Don Quixote

  • 2.  RE: YTD PTO Accrued Formula

    Posted 25 days ago
    Can you give a couple of examples with Anniversary Dates and what you expect the answer to be?

    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach

  • 3.  RE: YTD PTO Accrued Formula

    Posted 24 days ago

    Hi Mark,


                    I appreciate your quick responses!. I'm not the best at explaining but here is what i have:


    1. Field: Amount of Time Accrued Per Pay Period

                    If([Years Of Service]<=5, 3.33,

                    [Years Of Service]=6, 5,

                    [Years Of Service]=7, 5,

                    [Years Of Service]=8, 5,

                    [Years Of Service]=9, 5,

                    [Years Of Service]=10, 5,

                    [Years Of Service]>=11, 6.66)


    1. Field: YTD PTO Accrued

                    (Month(Today()) * [Amount of Time Accrued Per Pay Period])


                    So, for example me. I've been here for over 11 years so i fall under 6.66 hours accrued per pay period

                    so as of today i should have 39.96 if we go by the beginning of the year. What i want is to go off of the anniversary year aka Date of Hire.


                    Now, here's another curveball. the 39.96 is wrong because we get paid bi-weekly(every two weeks), so my total should really be 79.92 if we go by the start of the year. I Hope I'm explaining myself correctly.  I appreciate your time :)

    Don Quixote