Vacation hours tracker and days off app: balances in hours or days, the same record either way

A vacation hours tracker is the record a small team keeps when time off is counted in hours, as it is for part-timers, hourly staff and anyone who takes a half day; a days off app is the same record for a team that counts whole days. The arithmetic is identical: an entitlement or an accrual, the time used, the balance remaining, and the carryover rule at year end. The unit only changes how the numbers are displayed, and the record should convert between them without the manager doing it on a napkin. The vacation schedule template on this site sets the year's entitlement, cover and carryover; the subscription keeps the balances per person.

Hours or days: pick one unit and convert the other

A team that counts in hours can still show days by dividing by the person's standard day; a team that counts in days can show hours for a half day. What breaks a tracker is mixing the two without a conversion, so a half day taken as four hours is deducted as a full day. Set each person's standard day once and let the tracker convert; the balance then reads correctly whichever unit the manager or the employee prefers.

Accrual, used and remaining, per person

The balance is the entitlement or the accrual to date, minus the time used, plus any carryover from last year within the cap. A tracker that shows only the remaining number hides how it was reached; show all four so a query is answered by pointing at the row. Requests that are approved but not yet taken are shown separately as scheduled, so the manager does not approve the same balance twice.

The app on the phone, the record in one place

A days off app on the employee's phone shows their own balance and lets them ask; the manager's view shows the team. Both read from one record, so there is no version on the wall chart that disagrees with the one in the sheet. Export the year to a sheet when the accountant asks, and the tracker has done its whole job.

Questions people ask about vacation hours tracker

Should vacation be tracked in hours or days?

In whatever unit the team's pay and schedule use; hourly and part-time staff are usually tracked in hours, salaried teams in days. The tracker should convert either way from each person's standard day.

What does a days off app show an employee?

Their own balance, the days they have taken and scheduled, and a way to ask for more; not the rest of the team's balances.

How is carryover handled in the tracker?

At year end the remaining balance carries into the new year up to the cap the policy sets, and the rest lapses or is handled as the policy says; the tracker records both parts.

Sources

Related answers

Start Offdayly ProGet Offdayly Pro, $15 a month