Profit Sharing Eligibility Calculator

Calculator Inputs

Large screens show three columns, smaller screens adjust automatically.

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Employee profile

Employee name

Employee ID

Employment type

Hire date

Payout date

FTE (0.1–1.0)

Role level (1–7)

Base salary

Bonus-eligible pay

Work & compliance

Hours worked (year)

Avg hours / week

Performance rating

Disciplinary action

On leave

Leave type

Employment status

Terminated

Termination date

Tip: If active status is required, termination before payout usually fails.

Plan rules & estimate settings

Vesting months

Minimum hours

Minimum rating

Pool percent

Exclude probation

Exclude contractors

Active on payout required

Min company profit

Company estimate inputs

Company profit

Eligible headcount

Plan year start

Plan year end

Exports are enabled after you submit once.

Example data table

This sample shows how inputs map to a decision and an estimate.

Employee	Tenure (mo)	Hours	Rating	Status	Est. payout
Ayesha Khan	18	1820	3.6	Eligible	1,550.25
Bilal Ahmed	9	1210	3.2	Not eligible	0.00
Sara Malik	24	980	4.1	Not eligible	0.00
Usman Raza	36	1900	4.7	Eligible	3,420.90

Note: payouts depend on your real plan design and distribution method.

Formula used

This calculator uses two layers: eligibility rules and an illustrative payout estimate.

Eligibility (template checks)

Tenure: months between hire date and payout date.
Vesting: eligible if tenure_months ≥ vesting_months.
Hours: eligible if hours_worked ≥ min_hours.
Performance: eligible if rating ≥ min_rating.
Status: active on payout if required.

Estimate model (optional)

pool = company_profit × (pool_percent / 100)
proration = months_in_plan / 12
weight = pay × level_factor × perf_factor × FTE × leave_factor × proration
estimated_payout = pool × (weight / total_weight_est)

Replace factors with your plan’s real distribution rules for audit-grade outputs.

How to use this calculator

Enter employee details, dates, hours, and rating.
Set plan rules like vesting months and minimum thresholds.
Press Check Eligibility to see the result below the header.
Review warnings and ineligibility reasons for policy alignment.
Download CSV or PDF from the result card for records.

Implementation notes

Exports use your most recent submitted calculation (session-based).
The PDF is a simple text report for quick sharing.
All rules are editable to match your plan document.

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