Automate Payroll Management Using Excel For Small Businesses

A structured approach to automating payroll calculations, improving accuracy, and streamlining payslip generation

What you'll learn

Identify basic and advanced spreadsheet functions used to search for data and automate the population of templates (e.g., COUNTA, INDEX, CONCATENATE).

Recall common formatting options in spreadsheets, such as currency formatting and date formatting.

Describe how cell referencing in spreadsheets work and the difference between relative and absolute references in payroll calculations.

Apply basic and advanced formulas to automate salary calculations, including additional wages and deductions, in payroll management using spreadsheets.

Apply strategies to minimise human errors during manual input of data such as dropdown menus, conditional formatting and data validation.

Design an automated payroll management spreadsheet that fits their organisational needs and generates payslips.

Requirements

No experience needed, just a want to make life easier.

Description

For small businesses that aren't yet ready for full-scale payroll software, managing payroll manually in Excel or Google Sheets can be time-consuming and error-prone. This course provides a structured approach to automating payroll calculations, improving accuracy, and streamlining payslip generation.What You’ll LearnThis course is divided into three sections:Introduction – Overview of the course and key administrative details.Crash Course on Excel/Google Sheets – A refresher and a deep dive into important functions and tools, with quizzes to reinforce learning.Building Your Automated Payroll Sheet – Step-by-step guidance on applying automation techniques, with three progressive resources to solidify your understanding and serve as reference as you build your own payroll sheet. By the end of the course, you’ll have your own payroll management sheet that:- Automates payroll calculations, including prorated salaries for incomplete months.- Generates PDF payslips effortlessly.- Uses advanced Excel/Google Sheets functions to minimize errors and improve efficiency.Who Should Take This Course?If you already use Excel or Google Sheets, this course will elevate your skills beyond basic copy-pasting and simple formulas. You’ll learn powerful functions, data validation, and conditional formatting to streamline payroll management.If you’re a beginner with little to no Excel/Google Sheets experience, this course may be challenging. However, a quick 5-minute crash course in included to cover the essentials you need to get started. With a lot of practice, you can still benefit from this course and transform your payroll process.If you're looking to streamline payroll management while maintaining control over the process, this course offers practical steps to build a more efficient system.

Overview

Section 1: Introduction

Lecture 1 A bit about me

Lecture 2 About this course

Lecture 3 Learning Objectives

Lecture 4 Sample itemised payslip

Section 2: Referencing, functions and formatting

Lecture 5 Just a note before you embark on this section

Lecture 6 Excel basics - Cell manipulation

Lecture 7 Excel basics - Pasting values, formulas and formatting

Lecture 8 Excel basics - Relative and absolute referencing

Lecture 9 Advanced functions - INDEX

Lecture 10 Advanced functions - COUNTA

Lecture 11 Minimising human errors - Data validation

Lecture 12 Minimising human errors - Conditional formatting

Lecture 13 Minimising human errors - Custom formulas in conditional formatting

Lecture 14 Date functions - EOMONTH

Lecture 15 Date functions - NETWORKDAYS

Lecture 16 Text functions - CONCATENATE

Lecture 17 Text functions - TEXT

Section 3: Building the payroll sheet

Lecture 18 Just a note before you embark on this section

Lecture 19 Getting started with employee information

Lecture 20 Resource: Payroll sheet with employee information

Lecture 21 Payroll calculations - Headings

Lecture 22 Payroll calculations - Calculations

Lecture 23 Payroll calculations - Formatting

Lecture 24 Resource: Payroll sheet with payroll calculations

Lecture 25 Payslip generation

Lecture 26 On-click payslip generation with Google Sheet

Lecture 27 Resource: Payroll sheet with payslip

Payroll administrators,Beginner Excel users interested in automation and productivity,General and HR administrators who wants to do more with Excel