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Integrated Business Projects. Part 2 Accounting. Project 8 Managing Payroll Records. Project 8 Objectives. Understand basic payroll terminology Use nested formulas and functions in a worksheet Modify the layout and format of a worksheet

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Integrated business projects

Integrated Business Projects

Part 2 Accounting

Project 8

Managing Payroll Records


Project 8 objectives
Project 8 Objectives

  • Understand basic payroll terminology

  • Use nested formulas and functions in a worksheet

  • Modify the layout and format of a worksheet

  • Freeze panes, lock cells, and protect sheets in a workbook

Continued


Objectives continued
Objectives (continued)

  • Integrate word processing and spreadsheet applications

  • Capture screens and edit pictures

  • Sort data in a worksheet

  • Summarize data from multiple sheets in a workbook

  • Use search engines, iPhones®, and mobile phones for Internet searches and research


Project 8 jobs
Project 8 Jobs

  • Job 8-1: Complete Worksheet for Salaried Employees

  • Job 8-2: Update Payroll Worksheet

  • Job 8-3: Create Payroll Worksheet for Hourly Employees

  • Job 8-4: Prepare June Salaried Employee Worksheet

  • Job 8-5: Add and Sort Records

  • Job 8-6: Complete Quarterly Summary Report


Job 8 1 complete worksheet for salaried employees
Job 8-1: Complete Worksheet for Salaried Employees

Jobs List

  • Formatting, naming, and navigating worksheets

  • Using the VLOOKUP function

  • Creating and editing nested functions

  • Using absolute and relative references

  • Freezing panes

  • Searching the Internet using a computer, iPhone®, or mobile phone


File management
File Management

Jobs List

Create a folder for each project in this course and be sure to save all project files together in that folder.


Adjust column width
Adjust Column Width

Jobs List

To adjust column width to fit the largest entry in the column, double-click between column headings.

Double-click between column headings


Job 8 2 update payroll worksheet
Job 8-2: Update Payroll Worksheet

Jobs List

  • Inserting and moving a worksheet

  • Adding columns to a worksheet


Move a worksheet
Move a Worksheet

Jobs List

To move a worksheet in a workbook, click the sheet tab, hold down the mouse button, and drag and drop to the new location.


Select an entire worksheet
Select an Entire Worksheet

Jobs List

To select an entire worksheet, click the Select All button, ( ), or press

CTRL-A.


Job 8 3 create payroll worksheet for hourly employees
Job 8-3: Create Payroll Worksheet for Hourly Employees

Jobs List

  • Creating a worksheet to calculate gross pay, deductions, and net pay

  • Copying data from a source document (Word) and pasting it in a destination document (Excel)

  • Using an online calculator to determine income tax and net pay


Share data among applications
Share Data Among Applications

Jobs List

  • Use the Paste Special option to select the format you will use to paste the data.

  • Use Paste Options, which allow you to keep the formatting applied in the source document or match the formatting in the destination document.


Job 8 4 prepare june salaried employee worksheet
Job 8-4: Prepare June Salaried Employee Worksheet

Jobs List

  • Applying conditional formatting

  • Print screens

  • Using formatting tools to change a graphic

  • Locking cells and protecting a worksheet

  • Using Add-ins (optional)

  • Capturing images and editing pictures


Data protection
Data Protection

Jobs List

By default, all cells on a worksheet are locked. Protecting the sheet prohibits users form making changes to the locked cells. To make changes to locked cells or copy a protected sheet, you must first unprotect the sheet.


Unlock cells
Unlock Cells

Jobs List

  • Select each cell or range to be unlocked.

  • On the Home tab, click the Font dialog box launcher.

  • In the Format Cells dialog box, click the Protection tab, and clear the Locked cell.


Protect a worksheet
Protect a Worksheet

Jobs List

Review/Changes/Protect Sheet

3. Protect Sheet button

1. Review tab

2. Changes group


Unprotect a worksheet
Unprotect a Worksheet

Jobs List

Review/Changes/Unprotect Sheet

1. Review tab

2. Changes group

3. Unprotect Sheet button


Callouts
Callouts

Jobs List

Insert/Illustrations/Shapes

3. Shapes button

1. Insert tab

2. Illustrations group


Job 8 5 add and sort records
Job 8-5: Add and Sort Records

Jobs List

  • Adding and moving worksheets

  • Sorting worksheet records


Insert rows
Insert Rows

Jobs List

Home/Cells/Insert/Insert Sheet Rows

1. Home tab

3. Insert button

2. Cells group


Sort data
Sort Data

Jobs List

Data/Sort and Filter/Sort

3. Sort button

1. Data tab

2. Sort & Filter group


Paste special as picture
Paste Special as Picture

Jobs List

When you copy data from Excel (the source document) and choose to use Paste Special to paste it as a picture in Word (the destination document), you get an exact copy of the data as it appears in the Excel worksheet.


Job 8 6 complete quarterly summary report
Job 8-6: Complete Quarterly Summary Report

Jobs List

  • Linking data in multiple worksheets using 3-D references

  • Applying a style to a worksheet

  • Using Paste Special options


Apply a theme
Apply a Theme

Jobs List

Page Layout/Themes/Themes

1. Page Layout tab

3. Themes button

2. Themes group


Apply a style
Apply a Style

Jobs List

END SHOW

Home/Styles/Format as Table

1. Home tab

3. Format as table button

2. Styles group


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