Vacation Balances and Organizational Charts

All Officers of Administration, Officers of the Libraries, and Support Staff who earn vacation and personal time must be listed on the form. This includes part-time administrative officers and support staff who are entitled to these benefits.

Note that part-time administrative officers may be eligible for vacation, but not personal days.

In addition to the vacation and personal day balances, the form requires the entry of the following information for each employee: last name, first name, and Employee ID number (NOT Social Security Number). Simply type or copy the information onto the form.

IMPORTANT: Be sure to include the Employee ID for each person on the Balance Sheet form.

The preliminary list of the employees in your department for whom vacation and personal day accruals must be recorded is available via the Enterprise Reporting HR Manager Reports. Staff members from each department who have access to departmental salary information in PeopleSoft (typically PAC Manager Self-Service users) will automatically have access to the required Employee Information through a secure web location.

The Enterprise Reporting information can be downloaded in an Excel format and then applied to the Balance Sheet. If you are using Enterprise Reporting information, it is recommended that you copy the data, as an Excel spreadsheet, to your hard drive, and from there, copy the required data onto the Balance Sheet form.

End of June PeopleSoft data is included in the Enterprise Reporting file. Departments should check the Enterprise Reporting file to make sure that all June changes have been captured.

1. Log in to myColumbia using your UNI and password
2. Go to the HR Manager tab and click on "Reports" (under "Resources"), select "HR Manager Reports" and log in. Then, click on the "Folders" tile, on "Public Folders", and on "HR".
3. Click on "Employee Vacation Accrual"

To convert file to Excel:

Once the report is visible, you can convert the file to Excel and save it to your computer.

1. In the "File" menu bar at the top, click on the download icon (arrow pointing down to a horizontal line)
2. Then, click on "Excel", select "Content" and "Reports", and "Employee Vacation Accrual (Current Report)"
3. Then, click on “Export" at the bottom

Under University policy, the amount of vacation carried over into a new fiscal year cannot exceed the total vacation accrued in the prior fiscal year. For example, if an employee earns 23 days of vacation per year, on July 1st, the amount of vacation carried over from the prior year cannot exceed 23 days. In this case, the accrual amount posted to the balance sheet must be 23 days or less.

Regular part-time Support Staff members are entitled to prorated sick leave, vacation, and personal days based on the number of hours they work per week. For the purposes of this form, a "vacation day" or "personal day" is equal to the number of hours in the employee's "average" workday.

To calculate this "average" workday, divide the employee's weekly hours worked by five. That is, if an employee works 20 hours per week, the ''average'' workday is 4 hours even if the employee works two 8-hour days and one 4-hour day. If this employee has accrued 23 hours of unused earned vacation, divide 23 hours by 4 hours to arrive at the number of days (5.75 in this example) to place in the Vacation Days column.

Regular part-time Officers of Administration who work 20 or more hours per week accrue vacation at the rate of one day per month, up to a maximum of 10 days per fiscal year. When a part-time officer takes vacation time, the department charges the officer’s time balance in whole or half-day increments, as appropriate. Given that, as of July 1, the number of unused accrued vacation days should not exceed 10 days for this group.

Note: Temporary part-time Officers of Administration are not eligible for vacation or personal days. 

1. To print out an Excel spreadsheet with more than 100 names, first go to “Page Layout” tab on the menu bar and open up the “Page Setup” dialogue box.
    
2. Choose the "Sheet" tab. In the "Print area" box, the default reads "A1:H111." Change "111" to a number that corresponds to the number of rows in your Excel spreadsheet.
   
   (Note: This number must be at least 11 more than the number of names on your list). Click on "OK."
    
3. Under the “File” menu, open the “Print” dialogue box. Click on "OK."