Managing holidays and time off requests with Excel [Template 2020]

Managing time off requests in a company using excel templates is one of the most common practices in every HR department. In this article we are going to create from scratch a free excel template so you can decide if rather using this outdated method or saving from 5 to 6 hours each month with the Factorial’s HR software.

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Managing Employee Holiday Requests with Time off Requests Forms

The excel templates as time off management tools are still one of the most common ways to deal with holidays, sick leaves and other time off requests forms in a lot of companies. With a mid-high level of Excel skills, it’s possible to create a useful template that can help you count how many days each employee will be out of the office, but it’s not the most efficient tool.

If you already use excel to manage holiday requests and vacation requests, you will need to complement it with emails to communicate with the employees manually. One of the most complicated tasks for the person in charge of the human resources is talking with each employee and write down their requests into an excel file, check that there are no other people already on holidays during the same days and calculate the total remaining days that this employee still can request.

So depending on your company size you will need tons of patience and check some tutorials to improve your excel skills. However, with a free holiday planner template, you’ll be well on your way to managing employee time off requests.

Time off Requests Policy

No matter whether you use a leave planner excel sheet to track employee time off, or software, you will want to have a time off requests policy in place. Creating your policy is simple. All you need to do is outline the stipulations of when an employee can take time off, for how long, and for which reasons. If there are any exceptions regarding when employees can take time off, this must also be included.

Be sure to include your policy for time off requests in your employee handbook.

🎉 Download your Free Handbook for Employees Template🎉

[35+ pages of free content to get you started]

Last minute Time off Requests & Time off management techniques for companies

For the team in charge of the human resources time off management is one of the most time-consuming tasks of the year. Their ability to organize the entire company calendar will help workers being able to enjoy their holidays and keep a normal workflow without any decrease on the productivity of the whole company.

As the human team grows, this task becomes more complicated and negotiations with each employee can affect an entire department. In addition to the Excel leave tracker file, there are other absence management systems that can help you simplify and automate this process, such as Factorial’s holiday management software.

time off requests

With the time off software, employees can request holidays through Factorial without the need to exchange cumbersome e-mail chains. The person in charge of the human resources can easily accept or deny all these requests and see in real time if there is any overlap with another employee’s holidays or sick leave. The good thing of that is to access directly from your browser without downloading any program or plugin. We open 24 hours 365 days a year!

Managing Employee Time off Requests by Creating an Excel Template [step-by-step]

If you still want to create your own Excel template, we will explain how to proceed step by step. First, you will need to install the Microsoft excel or derivatives program on your computer. Remember that it is a paid program and unless your company provides you with the corresponding license, you can only use it for a limited time. Another option would be using the Google spreadsheets tool.

  • Create a new Excel file and name it so it’s easy to remember. Something like Employee Time off Requests Tempate [CompanyName] 2020 would be enough.
  • Start by immobilizing 4 columns on the left side of the screen.
  • Once you do it, combine the cells in the first row. Here we will write the current year (2020).
  • On the second row, make divisions of 28/29, 30 and 31 days for each month. January, February, March… well until December.
  • On the third row, you can create a formula that counts the previous number + 1 so that the number automatically appears.

If you followed the steps correctly, you should have something like this:

Factorial HR time off template overview

Now, return to the left part of the screen, to the section that we created at the beginning and add all the information that appears in the second screenshot. Team, Employee name, Total available vacation time, holiday days and remaining days. Using a vacation and holiday tracker like the vacation schedule excel below, is one of the most practical ways to organize and manage employee time off tracking spreadsheets.

Factorial HR time off template vacation days

This first version of the excel template can help you keep track of each employee. If you want to have even more control of the tool you can always add formulas to improve it.

Managing Time in Lieu with Time off Requests Forms

With a simple PTO tracking spreadsheet or employee vacation accrual template you can get by, but what about when things become more complicated. Managing time in lieu isn’t the easiest. Essentially, lieu time is paid time off from work. Rather than an employee receiving pay for overtime hours, an employee would receive additional paid time off.

The challenge with managing time in lieu with a leave planner excel or employee time off tracking form is that things can get very messy, very fast. The complications of how to keep track of employee time off that are granted from lieu, can be simplified in a digital vacation tracking calendar. You can easily add extra vacation days for specific employees and keep track of how many days they have used and have left directly in the company holiday schedule template calendar.

If you’re unsure of whether or not you’re ready to save time :) you can stick with an employee leave management system excel to manage time off and lieu requests, but we wouldn’t recommend it as the more hassle-free option.

Download the free Time off Excel Template

If excel is not your thing … you can use the Factorial’s time off management software. Forget about formulas, e-mails, counting days … Using Factorial you can easily accept or deny each employee’s time off request, check how many days this employee has already requested or check if the request overlaps with other absences. Automatically, no need to update calendars. You just have to decide and we will do everything else.

If we still have not convinced you, feel free to manage your employee time off requests when you download this basic free holiday leaves template.

Streamline your HR management today!

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