2027 Leave and PTO Tracker Spreadsheet, Employee Vacation Planner (Excel)
NowPrice:$4.43
Original Price: $8.86
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Sale ends on November 1
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Highlights
Annual leave tracker and PTO tracker spreadsheet for 2027: annual leave, vacation, sick days and other time off for up to 40 people, counted in working days so every balance is right. A month calendar shows who is off on which day, and the dashboard shows who is off this week and the next leave booked.
WHAT IT DOES
- Employees tab: name, team, yearly allowance in days, days carried over and any adjustment. Total allowance, taken, booked and remaining work themselves out, with sick days and other leave kept separate. Red when someone is over their allowance, amber when they have fewer than 3 days left
- Leave Log tab: one row per request: person, leave type, first day, last day, half day and notes. Working days are counted for you, leaving out Saturdays, Sundays and the public holidays you type in. Leave that starts on or before today counts as taken, later leave as booked
- Calendar tab: pick a month to see each person's leave day by day as the letter of the leave type (A annual leave, S sick, P personal and so on). Weekends are grey and public holidays purple
- Dashboard: people, total allowance, taken, booked, remaining and sick days for the team, people over their allowance or with fewer than 3 days left, who is off this week, the next 8 leave requests booked, each person's balance and days by leave type with a chart
- Settings: team name, the first day of your leave year (any start month), 6 starter leave types (annual leave, sick, personal, unpaid, training, parental) that you can rename, with a Yes or No for whether each one uses the allowance, and room for 30 public holidays
- Room for 40 people, 600 leave requests and 8 leave types. Days and half days
WHAT YOU GET
- Leave-and-PTO-Tracker-2027.xlsx (blank)
- Leave-and-PTO-Tracker-2027-with-Sample-Data.xlsx (a made-up team of 6 with 14 leave requests, as of March 2027)
- Quick-start guide (PDF)
HOW YOU GET IT
Digital download. Your files are available right after purchase from your Etsy Purchases page. Nothing is shipped.
COMPATIBILITY
- Microsoft Excel 2016 or newer (Windows or Mac) and Excel for the web
- Google Sheets: upload the .xlsx to Google Drive and open it (File > Save as Google Sheets for a native copy)
- Needs a computer or tablet with a spreadsheet app. This is not HR software or an app, and it does not send requests or reminders
GOOD FOR
Small business owners, office and practice managers, team leads and HR admins who want everyone's leave, balances and a who-is-off calendar in one simple file.
PLEASE NOTE
- You type your own public holidays: the sample dates are examples only
- Saturday and Sunday count as the weekend
- Not payroll or HR software and not legal or employment advice. Leave entitlements and rules depend on your country, your contracts and your policies
- For use within your own business; please don't resell or share the files
DISCLAIMER
This template is a planning tool and does not replace advice from a qualified or licensed professional (such as an accountant, financial advisor, lawyer or certified tradesperson). Check the results before you rely on them. Sold as is: because this is an instant digital download, all sales are final, with no returns, exchanges or refunds. If a file is damaged or won't open, message us and we'll send you a working copy.
HOW IT WAS MADE
Designed by VARS Digital with AI-assisted tools. Every formula is checked before release, and the sample file shows each tab working.
QUESTIONS
Message us through Etsy and we'll help you get set up.
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