Excel Lesson How to Build an Application - PAYROLL Demonstration Video at YouTube: Contents Skills Covered: ........................................................................................................................................... 1 Activities:................................................................................................................................................... 1 I. Creating and a Template Sheet..................................................................................................... 1 II. Entering employee information placeholder................................................................................ 1 24. Copying Table ............................................................................................................................ 4 30. Naming Sheet ............................................................................................................................ 4 31. Copying Sheet ........................................................................................................................... 4 39. Summary Sheet ......................................................................................................................... 5 Skills Covered: I. Template sheet Activities: I. Creating and a Template Sheet: 1. Open Excel. How? Click the Start button All Programs Microsoft Office Excel. 2. Save the file in the folder and the file name specified by the instructor. To save, click on the File menu, then Save As or Save & Send depending on where you save the file. II. 1. 2. 3. Entering employee information placeholder: In cell A1, enter Employee ID: then press Enter. In cell A2, enter Employee Name: then press Enter. In cell A3, enter Hourly Pay Rate: then press Enter. 1|Page Excel Lesson 4. Widen the width of column A. How? Hover over the column border between A and B, click & drag to right. 5. In cell A6, enter Monthly Pay 6. In cell B5, enter Jan as in January. Center-align the cell. Autofill to the right all the way to Dec. It should look like: In cell A8, enter Annual Total, and Enter. In cell B8, enter a formula to add all monthly salaries. It could be =SUM(B6:M6). In cell A10, enter Hours Worked, and Enter. In cell A11, enter January, and Enter. In cell A12, enter Week 1, and Enter. Autofill the cell A12 to the cell A17. You will have Week 6 in the cell A17. Why 6 weeks? In a given month, it is possible that the first day of the month to start on a Sunday. The last day of the month could be on the last Tuesday in Week 6. Remember, we are setting up a template that can accommodate any possible scenario. 12. In cell B11, enter Mon, center-align it, then autofill it to Sun. 13. In cell I11 (next to Sun), enter Total. 14. Merge and center the cell A10 containing the table title between A10 and I10. 7. 8. 9. 10. 11. 2|Page Excel Lesson 15. Select the cell between A10 and I17. Apply All Borders to the table. Refer to the image below. 16. In cell A19, enter Total Monthly Hours Worked, and Enter. Select the cell again, and apply Wrap Text. 17. In cell A20, enter Total Monthly Pay, and Enter. 18. Let’s put formulae for totals. Since we don’t have any data in the table yet, the formulae won’t display any value. In cell I12, enter a formula to add the values between Monday through Sunday. It could be =SUM(B12:H12). 19. Autofill the formula from the cell I12 to the I17. You should see 0’s all the way. 20. In cell B19, enter a formula that adds the weekly total hours worked (cells between I12 and I17). The formula could be: =SUM(I12:I17). 21. In cell B20, enter a formula to calculate the monthly pay amount. You can start with =B19*$B$3. The cell B19 is the number of hours worked and B3 is the hourly pay rate. Since will be copying 3|Page Excel Lesson and paste the entire month for the rest of the year, we need to apply absolute reference to the hourly pay rate. So, the formula should be =B19*$B$3 by anchoring the cell B3. 22. Now, let’s link the between B20 and B6. In cell B6, enter =B20, and Enter. Whatever the value in B20 will be shown in B6. Currently, it is 0. 23. Now we are done for the first month of the year. It should look like: 24. Copying Table: Let’s add the other months for the rest of the year. 25. We will copy the entire month of January. Select the cells between A10 and I20, and copy. 26. 27. 28. 29. 30. Select the cell A25, and paste. Change the month from January to February in cell A26. Let’s link the monthly total. In cell C6, enter =B35. It should show the total pay for February. Repeat the process of Copying Table for March through December. Naming Sheet: Double-click the sheet tab at the bottom of the window. Change the sheet name from Sheet 1 to Template, then Enter. 31. Copying Sheet: Let’s copy the template sheet for the employees. 4|Page Excel Lesson 32. Select the entire sheet by clicking on spot between the column and row headings. 33. 34. 35. 36. Copy (Control + C). Go to Sheet 2 (click on the sheet tab at the bottom of the window). Paste (Control + V). This sheet is ready for an employee. Enter the basic data such as Employee ID, Employee Name, and Hourly Pay Rate. Also, enter some numbers for the daily hours worked. You should see the totals (weekly and monthly) showing the values. Put you own values. For example: 37. Let’s change the sheet name. Double-click the sheet tab. Change it from Sheet to the name of the employee. 38. Repeat copying sheet for one more employee. 39. Summary Sheet: Let’s add the summary sheet. 5|Page Excel Lesson 40. Add a new sheet by clicking on the new sheet button at the bottom of the window. 41. Name the sheet as Summary. 42. On the Summary Sheet, enter the follow column headings in the first row: Employee Name in cell A1 and Annual Salary in cell B1. 43. Let’s link the values between individual sheets to the summary. 44. In cell A2, enter the equal sign = 45. Click on the sheet name tab of the employee. You will notice the formula bar showing the sheet name in the formula, e.g. ='Adam Adamson'! 46. Click on the cell containing the employee name (B2). Then, press Enter. 47. That will take you back to the Summary sheet. The formula could be: ='Adam Adamson'!B2 48. Take similar steps for the annual salary. Enter the = sign, click on the sheet name tab, click the cell B8 which contains the annual salary of the employee. The formula could be ='Adam Adamson'!B8 49. Complete the second employee. 50. Save the file. 6|Page
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