Sheet 1: Instructions

	
	

		
FY22 Balance Sheet of Unused Vacation and Personal Days
	
	

		
General Instructions
	
	

		
Complete this form for all officers and support staff who earn vacation and/or personal days, including part-time support staff who are eligible for such accruals.  If requested to do so, please submit the information, including accruals as of July 1, to Columbia University Human Resources (CUHR) by Wednesday, July 20. 
	
	

		
On the Balances Tab of this workbook:
	
	

		
1. Complete the Departmental Information section.  Type in all information except the preparer and manager signatures.
	
	

		
2. Complete the Employee Information columns.  If you need it, the Employee Information for your department's eligible employees is available via Enterprise Reporting HR Manager Reports.  Please use the employee's eight-digit employee ID number.
	
	

		
3. Complete the Unused Accrued Time-off columns.  Remember that an employee cannot carry forward more than the vacation and personal days earned in FY22.  For example, for full-time Officers of Administration this means the maximum vacation days entered on this summary would be 23 or 28 (if they earned the higher accrual in FY22).
	
	

		
4. The form will automatically compute the TOTAL Unused Accrued Time-off  for each employee and the total for your department.
	
	

		
For further information, see the associated "Instructions for Vacation Accrual" in the CUHR Website via HR Manager Toolkit under Time and Attendance.  NOTE -- Not all departments need to submit the completed form to CUHR.
	
	

		
Instructions for Returning Your Data to CUHR
	
	

		
1. Upon completion, if requested to do so, please send the completed Excel Balance Sheet form as an email attachment to hr_comp@columbia.edu
	
	

		
2. To comply with auditing requirements, both the preparer and preparer's manager must authorize the submission by signing and dating the form.  Therefore, in addition, PRINT a copy of the completed form, SIGN the form and have your manager sign, as well, and, if submitting your Balance Sheet to CUHR, send the PDF of the signed form as an email attachment to hr_comp@columbia.edu
	
	

		


	
	

		


	
	

		
Go to Balances Tab to begin the data entry