Payroll Analysis

Level: Intermediate

Available Durations:

  • 50 minutes
  • 60 minutes
  • 75 minutes
  • 90 minutes
  • 100 minutes
  • 120 minutes

Description:

There are many Excel features and functions payroll professionals might not be aware of that can be used to improve the accuracy and efficiency of payroll production. In this comprehensive webinar, Excel expert David Ringstrom, CPA, 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, using pivot tables for HR reporting and analysis tasks, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based 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.

Topics/Areas Typically Covered:

  • Color-coding the top or bottom amounts, such as salaries, within a list by way of Conditional Formatting.
  • Multiplying hours by hourly rates to summarize payroll information with a single formula with Excel’s SUMPRODUCT function.
  • Limiting access to sensitive workbooks by way of password protection.
  • Reformatting Social Security Numbers with Flash Fill in Excel 2013 and later.
  • Redacting portions of Social Security Numbers, either temporarily via custom number formatting or permanently, by way of Excel’s TEXT worksheet function.
  • Initiating a pivot table from a list of data, such as an employee list.
  • Using pivot tables to pull random sets of employees, such as for drug testing selection.
  • Understanding the nuances of formatting numbers within pivot tables.
  • Drilling down into numbers with a double-click—or preventing other users from being able to do so.
  • Discovering the capabilities of the SUMPRODUCT function.
  • Understanding the differences in pivot table interfaces in Excel 2010 and earlier and Excel 2013 and later.

Learning Objectives/Why You Should Attend:

  • Recall how to reformat Social Security Numbers using Excel’s Flash Fill feature.
  • Define how to assign random numbers to a data set in Excel.
  • Apply password-protection techniques for sensitive payroll files, worksheets, and spreadsheet columns.

Target Industries:

  • Accounting and Finance
  • Business
  • Excel Users
  • Consulting
  • IT
  • Auditing
  • Human Resources
  • Marketing
  • Sales
  • Government
  • Tax

Target Job Title:

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel

About the Instructor:

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

Pricing and Format Options:

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