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PTO Tracker (Sage & Terracotta)
A PTO tracker for Google Sheets and Excel: add your team once, type a leave code on any day, and every vacation and sick balance, the dashboard and both reports update on their own. The files open in Microsoft Excel and in Google Sheets, have no macros and nothing to install, and are yours to reuse as often as you like.
What it does
- Vacation and sick balances for every employee: allowance, used and left, in days and in hours
- One PTO bank or separate vacation and sick balances; tracked-only leave such as unpaid days without touching a balance
- Allowances that grow with service (0, 1, 3, 5 and 10+ years), a per-person override and different sick days for Salary and Hourly staff
- Twelve color-coded month calendars with half-day codes, plus an Hours Log for partial days (up to 500 entries)
- Dashboard with absences by month, mix by leave type, top 5 absentees and who's out in any week you pick
- Team Report and a printable Employee Report; resets on January 1 or each work anniversary; 3 color themes
- Opens in Excel and in Google Sheets
$8.99one-time, no subscription
Buy on Etsy
Instant digital download · one-time purchase · no subscription
What it looks like
What is in the bundle
- START HERE PDF with the Google Sheets links: a blank copy and a filled example copy
- Blank Excel tracker (.xlsx), up to 200 employees
- Filled example (.xlsx) with 4 sample employees
- Opens in Sage & Terracotta; Patina Blue and Pastel themes are one dropdown away on Settings
Works in
- Google Sheets with a free Google account (use the link in the PDF)
- Microsoft Excel 2019, 2021 and Microsoft 365, Windows or Mac
- Not compatible with Numbers, LibreOffice or OpenOffice
Honest scope
This is a record-keeping template, not legal or HR advice. Leave, overtime and pay rules vary by state and by employer policy; the file reports what you enter and does not decide what anyone is entitled to.
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