Published 08/2022
Genre: eLearning | MP4 | Video: h264, 1280×720 | Audio: AAC, 44.1 KHz
Language: English | Size: 2.63 GB | Duration: 19 lectures • 4h 28m
How To Simplify And Automate HR Payroll Reporting using Microsoft Excel And Power Query
What you’ll learn
Build a solid understanding of Microsoft Excel and Power Query to develop your own automated HR Payroll reports
Streamline recurring day to day tasks to automate payroll reports in a breeze
Strategize on data flows for report automation
Identify and manage raw data efficiently including cleansing and transforming messy data into report friendly database
Create dynamic reports by mastering PivotTables skill
Leverage on Power Query to expedite on data management activities
Be in control of budget and forecast exercises on Personnel Cost with granular analysis and swift results if there is a change in budget assumptions
Wow your stakeholders with your dynamic payroll reports that will ease Personnel Costs analysis
Work efficiently, save time, no more working overtime and late nights for mundane recurring tasks. Time saved could be best channeled to value adding tasks
Take actions to automate the HR Payroll reporting activities for a sustainable future!
Requirements
Basic Microsoft Excel knowledge required
Microsoft 365 or Microsoft Excel 2016, 2019 loaded on computer to follow along with Instructor lectures is recommended
Willingness to learn a new concept to automate your reports
Description
Are you working overtime, spending too much time on non value adding tasks to prepare reports?
You are looking for a hands-on, step by step course to help you automate your HR Payroll reporting? Or are you looking for a course to simplify, automate and be in control of the budget and forecast process for Personnel Cost?
You’ve found it here!
Microsoft Excel: Automating HR Payroll Reports with Power Query is a custom-made online course for Business and Human Resources Professionals i.e. Compensation & Benefits Specialists, Payroll Professionals, Human Resources Professionals, Accountants, Finance Analysts, Accounts Executives, students, etc to automate the time consuming payroll reporting process.
The course is based on a Case Study developed to address various practical issues encounter during the preparation of monthly payroll reports, budget and forecast exercises. It offers clear and simple ways to automate payroll reports using Pivot Tables and various tips and tricks in Power Query. Once you have grasp the automation concept, you can easily replicate and apply it to other type of reporting as well.
After completing this course, you will be able to
use Microsoft Excel and Power Query to automate the preparation of payroll reporting;
learn Power Query and Pivot Tables skill required by Business and HR Professionals;
save time from non value adding routine tasks and channel the time saved to perform more value adding analysis tasks;
impress your bosses with timely and highly accurate reports
Teaching methodology
Video: 19 videos designed to explain the concept with practical step by step instructions to implement the automation of payroll reports using Microsoft Excel and Power Query
Downloadable Excel files: data, practice files and solutions used in each lecture
Quizzes: To revise and confirm your understanding of each module learned
The course has 5 Modules divided into 19 Lessons with 4.5 hours of video time. You can download the working files to practice along. There will be quizzes at the end of each module to assess your understanding of the lessons learned.
The overview of the course is as follows
Module 1
The objective of Module 1 is to learn how to manage messy raw data and mapping tables. You will learn how to upload and cleanse data on staff listing and transform it into a database friendly format for ease of automation. You will learn how to perform these tasks using Power Query.
Lecture 1: Introduction
Lecture 2: Load & Transform Data: Staff List
Lecture 3: Managing Mapping Tables – Part 1
Lecture 4: Managing Mapping Tables – Part 2
Module 2
In this module, you will create a Payroll Calculator and manage the rules to calculate payroll. You will learn how to easily automate the payroll reports with various formulas in just a few clicks of the buttons.
Lecture 5: Merge Query: “Rules” To Payroll Calculator
Lecture 6: Calculate Payroll Using Simple Formula
Lecture 7: Calculate Payroll Using Conditional Formula – Part 1
Lecture 8: Calculate Payroll Using Conditional Formula – Part 2
Lecture 9: Calculate Payroll Using Conditional Formula – Part 3
Lecture 10: Calculate Payroll Using Conditional Formula – {art 4
Module 3
The objective of Module 3 is to automate the creation of Payroll Analysis. You will learn how to easily automate the create a dynamic payroll reports with just a few simple clicks.
Lecture 11: Creating Payroll Analysis
Module 4
The objective of Module 4 is to automate the creation of Payroll Reports for Finance Department. You will learn how to easily automate the create a dynamic payroll reports with just a few simple.
In this Module, you will also learn how to embed future months data into the Payroll Calculator which requires minimal maintenance. You will see how easily it is to load new dataset into the model and appreciate thee time saved from automation.
Lecture 12: Creating Payroll Reports for Finance Department
Lecture 13: Update and Consolidate Monthly Payroll Data
Module 5
Module 5 is about creating and managing the budget and forecast exercises for Personnel Costs. You will learn how to apply the concepts in Model 1 to 4 to budget and forecast processes.
Lecture 14: Budget & Forecast Exercises – Personnel Cost – Part 1
Lecture 15: Budget & Forecast Exercises – Personnel Cost – Part 2
Lecture 16: Budget & Forecast Exercises – Personnel Cost – Part 3
Lecture 17: Budget & Forecast Exercises – Personnel Cost – Part 4
Lecture 18: Personnel Cost Analysis Using Pivot Tables – Part 1
Lecture 19: Personnel Cost Analysis Using Pivot Tables – Part 2
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Who this course is for
Business and Human Resources Professionals i.e. Payroll & Human Resources Professionals, Compensation & Benefits Specialists, Accountants, Finance Analysts, Accounts Executives, students,) who use Microsoft Excel to analyze data and create reports
People who like to learn how to create interactive and dynamic reports with Microsoft Excel
People who are eager to save time by automating recurring and non value tasks
Graduate students who aspire to become an efficient HR and payroll professionals, consultants etc.
Homepage
https://www.udemy.com/course/excel-automating-hr-payroll-reports-with-power-query/
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