Work out accrued paid time off to date, the balance available and any days at risk.
Paid time off accrues month by month, so the balance mid-year is well below the full annual entitlement. Any excess above the holding cap is forfeited rather than carried, which is what the at-risk line quantifies. Employees plan leave against the annual entitlement rather than the accrued balance, which is how requests get declined and how days get forfeited at year end.
PTO Accrual
Balance = accrual per month × months worked + carry-over − days taken, capped at the maximum
Balance = accrual per month × months worked + carry-over − days taken, capped at the maximum Paid time off accrues month by month, so the balance mid-year is well below the full annual entitlement. Any excess above the holding cap is forfeited rather than carried, which is what the at-risk line quantifies.
Employees plan leave against the annual entitlement rather than the accrued balance, which is how requests get declined and how days get forfeited at year end.
This calculator takes 5 inputs: Days accrued per month, Months worked so far, Days carried over from last year, Days already taken, Maximum days that can be held. The pre-filled defaults are a realistic starting point — replace them with figures from your own environment for a result you can act on.