Small Team PTO Tracking in a Spreadsheet
A small team can track PTO in a spreadsheet. Record accrual rates, requests and balances in one place. This guide covers a simple setup.
Practical tips
- Define your accrual rule and carryover limit.
- List each employee and start balance.
- Log each request and approval.
- Check balances at pay periods.
Free calculator
Try the PTO Accrual Calculator with your own numbers.
Frequently asked questions
Is a spreadsheet enough?
For small teams it can be. Larger teams may need dedicated software.
Does this give legal advice?
No. Check your local rules and company policy.