{"product_id":"2027-pto-time-off-tracker-vacation-sick-personal-accrual-for-small-teams-excel-google-sheets","title":"2027 PTO \u0026 Time-Off Tracker — Vacation, Sick \u0026 Personal Accrual for Small Teams (Excel \u0026 Google Sheets)","description":"\u003cp\u003eKeep vacation, sick and personal time in one place — for a small team of up to 25 people, or just for yourself. This 2027 PTO tracker accrues hours by your rules (monthly, per pay period, or a front-loaded grant), applies carryover and max-bank caps, and shows who's off on a calendar.\u003c\/p\u003e\n\u003cp\u003eWorks for US and Canadian teams. You set the year, the hours in a work day, and the policy; the balances update as you log time off.\u003c\/p\u003e\n\u003ch3\u003eWHAT'S INSIDE\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003ePolicies — up to 6 accrual rules: annual front-load, monthly, weekly, biweekly or semi-monthly, with separate Vacation, Sick and Personal banks, max bank and carryover caps\u003c\/li\u003e\n\u003cli\u003eEmployee roster — up to 25 people; start and end dates, FTE (for part-time), starting balances\u003c\/li\u003e\n\u003cli\u003eTime Off Log — 1,500 rows; Vacation, Sick, Personal, Unpaid, Holiday, Bereavement and Other; Requested \/ Approved \/ Denied \/ Cancelled (only Approved Vacation, Sick and Personal reduce a bank)\u003c\/li\u003e\n\u003cli\u003eBalances — carry-in kept, accrued, used, pending, available and hours forfeited to a cap, for every person and bank\u003c\/li\u003e\n\u003cli\u003eTeam Calendar — pick a month to see approved hours on each day\u003c\/li\u003e\n\u003cli\u003eYear Calendar — a 2027 calendar (weeks start Monday) that follows the year you set, so it also works in a leap year; company holidays you enter are highlighted\u003c\/li\u003e\n\u003cli\u003eDashboard — team totals, people with less than a full day of vacation left, and a monthly chart\u003c\/li\u003e\n\u003cli\u003ePay Periods helper — so you can see the dates used for accrual\u003c\/li\u003e\n\u003cli\u003eHow to Use tab — short setup steps, including how to open the file in Excel or Google Sheets\u003c\/li\u003e\n\u003cli\u003eA blank copy for your own team and a filled-in SAMPLE copy so you can see it working\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWHAT YOU RECEIVE\u003c\/h3\u003e\n\u003cp\u003eInstant download after checkout:\u003c\/p\u003e\n\u003cul\u003e\u003cli\u003e1 ZIP that contains two Excel (.xlsx) files — a blank copy and a filled-in SAMPLE copy — and a PDF with plain instructions for opening the file in Google Sheets (File \u0026gt; Import \u0026gt; Upload) or Microsoft Excel\u003c\/li\u003e\u003c\/ul\u003e\n\u003cp\u003eThis is a digital download. Nothing will be shipped.\u003c\/p\u003e\n\u003ch3\u003eWORKS WITH\u003c\/h3\u003e\n\u003cp\u003eGoogle Sheets (free Google account) and Microsoft Excel desktop. Mobile apps can view and edit, but a computer is easier for setup.\u003c\/p\u003e\n\u003cp\u003eTo open in Google Sheets: go to sheets.google.com, then File \u0026gt; Import \u0026gt; Upload and choose the .xlsx. Import it as a new spreadsheet.\u003c\/p\u003e\n\u003ch3\u003ePLEASE NOTE\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eThis is a record-keeping tool, not legal or employment advice. Paid-leave and employment standards vary by US state and Canadian province or territory, and by your own policy. Please confirm accrual, carryover, caps and statutory leaves with an employment lawyer, HR advisor or the government site that applies to you.\u003c\/li\u003e\n\u003cli\u003eMid-year hires on a monthly policy start accruing on the last day of their first month. Annual front-load can be prorated by day count for a mid-year hire or leave (you can turn this off). Weekly and biweekly rates are annual hours divided by the number of pay dates that fall in the Settings year (see the Pay Periods tab), so a full-year employee earns the policy's annual hours even in a 53-payday year.\u003c\/li\u003e\n\u003cli\u003eIf a file will not open, contact the shop and I'll help.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cem\u003eHow this was made: I designed this template myself — I chose the layout, features and categories and wrote the instructions. I used AI tools to help draft formulas\/text and to speed up mockups, and I tested and edited everything by hand.\u003c\/em\u003e\u003c\/p\u003e","brand":"My Store 2","offers":[{"title":"Default Title","offer_id":46358934945861,"sku":"P003-PTO-2027","price":17.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0774\/0014\/5989\/files\/p003-01-hero_3431327c-2f02-4314-bc9a-2b1bbbeeae6d.png?v=1794339589","url":"https:\/\/2ahuh5-qg.myshopify.com\/products\/2027-pto-time-off-tracker-vacation-sick-personal-accrual-for-small-teams-excel-google-sheets","provider":"My Store 2","version":"1.0","type":"link"}