Payroll professionals might not be aware of the many features and functions available in Excel that can be used to improve the accuracy and efficiency of their payroll production. In this valuable webinar, Excel expert David Ringstrom, CPA, demonstrates and explains: mathematics for employee timesheets, date and time formatting and stamping, conditional formatting to highlight HR requirements, password protection for sensitive payroll files and worksheets, salary information formatting, and using pivot tables for HR reporting and analysis tasks.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.
Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.
Learning objectives:
- Describe the capabilities of the SUMPRODUCT function
- Explain how to reformat Social Security Numbers using Excels Flash Fill feature
- Identify how to apply password-protection techniques for sensitive payroll files, worksheets, and spreadsheet columns
Seminar Agenda:
- Using Flash Fill in Excel 2013 and later to quickly insert dashes into a column of Social Security or telephone numbers.
- Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.
- Employing the NETWORKDAYS.INTL worksheet function to determine the number of work days in a period by excluding holidays as well as specific days of the week.
- Drilling down into the details behind any amount within a pivot table with just a double-click.
- Transforming a column of salaries into an instant heat map by way of Excel’s Conditional Formatting feature.
- Redacting portions of Social Security numbers by way of Excel’s TEXT worksheet function.
- Employing pivot tables to pull random sets of employee names, such as for drug testing.
- Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel.
- Removing the Table feature from Excel spreadsheets once it’s no longer needed or simply erasing the alternate row shading.
- Using Excel’s Text to Columns feature to convert Social Security numbers to values and then apply Excel’s Social Security number format.
- Limiting access to sensitive workbooks by way of password protection.
- Exploring options for recovering lost passwords for Excel spreadsheets.
Who Should Attend:
Every Payroll professional who wishes to learn practical Excel fundamentals to improve the accuracy and efficiency of payroll production.
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