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Time Sheet Training Press the F5 Key to view the Presentation. It may be helpful to have a printed copy of this presentation for the practice sessions. – PowerPoint PPT presentation

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Title: To navigate in Full Screen Mode, simply click or right click with your mouse. Press Escape to exit. Printed copies of these slides may be helpful for the practice sessions.Slide 1


1
Time Sheet Training
  • Press the F5 Key to view the Presentation. It may
    be helpful to have a printed copy of this slide
    presentation for the practice sessions.

2
Overview of Training
  • There are 25 slides and six opportunities for
    hands on practice in this training. Heres a
    brief overview so you can see where youre
    headed
  • Intro
  • Overview of training
  • First things first are you a newbie or an
    oldie?
  • Why change?
  • Whats new?
  • Automatic Pay Period Set-Up
  • Hands On
  • Automatic Leave Allocation
  • Special events and non-routine assignments
  • Overtime
  • Time Out for a Tip deleting previous periods
    hours
  • Hands On
  • Time Out for a Tip using the Zoom feature
  • Hand On
  • Hands On taking the timesheet for a test drive
  • Printing
  • Print Page Break Preview
  • Printing How to tell if you need to set the
    Print Area and Margins

To navigate in Full Screen Mode, simply click or
right click with your mouse. Press Escape to
exit. Printed copies of these slides may be
helpful for the practice sessions. Slide 2
3
First things first
  • Are you a golden oldie or a shining newbie?
  • If you have never used a previous timesheet,
    click here to start learning about this time
    sheets features.
  • If you are switching from a previous timesheet,
    click here to see whats new and whats changed.

Slide 3
4
Why Change?
  • to enhance ease of use,
  • to streamline payroll data entry, and
  • to reduce chance of error.
  • But that part will be up to you.
  • You must use the timesheet thoughtfully and
    recognize what you can and cannot do with an
    excel timesheet.

5
Whats New?
  • Automatic Pay Period Set-up
  • Automatic Leave Allocation
  • Overtime Designation Column
  • Special Events and Non-routine Assignments Column

6
Automatic Pay Period Set-up
  • All you do is select the start date from a drop
    down box.
  • The time sheet will fill in the rest of the dates
    and also color in the time period.

7
Hands On
  • Try it!
  • Heres a simplified version of the time sheet
  • Click on the button below to try out the start
    date feature.
  • For this exercise and for the rest of this
    training session you may find it useful to have
    printed copies of these slides.

To navigate in Full Screen Mode, simply click or
right click with your mouse. Press Escape to
exit. Printed copies of these slides may be
helpful for the practice sessions. Slide 7
8
Automatic Leave Allocation
  • Designate your home center(s) by entering a
    percent allocation.
  • Your leave will automatically be added to your
    home center totals at the bottom.For you
    previous time sheet users, please note that this
    is a change. You will no longer mingle your leave
    hours and work hours on the right side of the
    sheet. Enter your leave hours on the left side as
    usual. Allocate only your hours worked on the
    right side. Your leave hours will be
    automatically added to your work totals at the
    bottom of the sheet based on your home center
    allocation percent.
  • Youll get to try this later.

9
Special Events and Non-Routine Assignments
  • Along with your usual programs there will be a
    couple of columns for other programs and events
    you may work from time to time. You may designate
    these by using the drop down box for each column
    header. Well try this one later.

10
Overtime
  • If you work over time on any day, enter your
    hours under columns worked, but use the over time
    column to designate which program should be
    charged for overtime. Well try this later.

11
Time Out for a tip
  • When you start a new pay period, highlight each
    of the areas contained within the dashes and hit
    the delete key to get rid of last periods hours.
    Set your new start date and youre ready to go.
    Its as simple as that!

12
Hands On
  • Try it!
  • Heres a simplified version of the time sheet.
  • Click on the button below to practice getting rid
    of the previous periods hours.

To navigate in Full Screen Mode, simply click or
right click with your mouse. Press Escape to
exit. Printed copies of these slides may be
helpful for the practice sessions. Slide 12
13
Time Out for another tip
  • If you think about it, different tasks call for
    different screen sizes. Sometimes you need to see
    the detail. Sometimes you need to see the whole
    picture. Use the zoom feature on the View menu on
    the menu bar to manage the screen size.

14
Hands On
  • Try it!
  • Heres a simplified version of the time sheet
  • Click on the button below to try out the zoom
    feature.

To navigate in Full Screen Mode, simply click or
right click with your mouse. Press Escape to
exit. Printed copies of these slides may be
helpful for the practice sessions. Slide 14
15
Ready to try it out?
Hands On
  • Click on the button above to take it for a spin!
  • Set the start date
  • Assign your home department(s).
  • Take some leave.
  • Work some over time.
  • Work a special event.
  • A red triangle in the worksheet indicates a
    helpful comment. Point to it to see what it says.

To navigate in Full Screen Mode, simply click or
right click with your mouse. Press Escape to
exit. Printed copies of these slides may be
helpful for the practice sessions. Slide 15
16
Printing
  • Normally your timesheet comes to you ready to
    print. This section of the training covers what
    to do if you lose your print settings.
  • Excel allows you to work in two views under the
    View Menu on the Menu bar
  • Normal View (see right)
  • Page Break Preview (see right)
  • In Page Break Preview the print area is outlined
    in blue and the rest of the sheet is grayed out.

To navigate in Full Screen Mode, simply click or
right click with your mouse. Press Escape to
exit. Printed copies of these slides may be
helpful for the practice sessions. Slide 16
17
Printing
  • Since you will only be working in the print area,
    it makes sense to just keep your time sheet in
    Page Break Preview and use the zoom and the
    other tips weve covered to manage the screen
    size.

18
Printing
  • How do I tell if I need to set the print area and
    the margins?
  • If your work sheet looks like this in Page Break
    Preview with the white background extending
    beyond the time sheet and multiple blue lines
    running through out, then you need to set the
    print area and margins.

19
Printing Selecting the Print Area
  • To set the Print Area
  • In Page Break Preview View, highlight just the
    area of the time sheet that you need to print.
    (recommend that you zoom down to 25 or so to
    do this.)

20
Printing Setting the Print Area
  • Choose Set Print Area from the File Menu on the
    Menu Bar

21
Printing Page Setup
  • Choose Page Setup from the File menu on the menu
    bar
  • You will work in the Page tab and the Margins
    tab. Use the settings in these two screen shots

To navigate in Full Screen Mode, simply click or
right click with your mouse. Press Escape to
exit. Printed copies of these slides may be
helpful for the practice sessions. Slide 21
22
Printing
  • Now your timesheet is ready to print!
  • Click on the button to practice printing

23
Time out for a third tip Freezing the Pane
  • To always keep your column and row headers in
    view, you can freeze the pane.
  • To do this, select the cell thats one column
    over and one row down from the areas you want to
    always keep on the screen.(usually these are the
    column and row headers).
  • Then select Freeze Pane from the Window Menu.

24
Hands On
Freezing the Pane
  • Now youll be able to go anywhere on the time
    sheet, and the column and row headers will always
    be in view!
  • To unfreeze the frame go back to the Window Menu
    on the task bar and select Unfreeze Panes.
  • Click on the button and slide the window bars to
    see how this works. Close Excel to come back to
    this slide.

To navigate in Full Screen Mode, simply click or
right click with your mouse. Press Escape to
exit. Printed copies of these slides may be
helpful for the practice sessions. Slide 24
25
A few friendly reminders
  • There is a technical support number and email
    addy in the upper right hand corner of the sheet
    jwinstead_at_nfp.org
  • If your time sheet breaks, please contact Payroll
    or Jeanne Winstead at 999-9999. They can send you
    a new one.
  • Remember little red triangles in the
    worksheet indicate the presence of a helpful
    comment point to them to see what they say.
  • And finally

To navigate in Full Screen Mode, simply click or
right click with your mouse. Press Escape to
exit. Printed copies of these slides may be
helpful for the practice sessions. Slide 25
26
Now its up to you
  • Remember the time sheet is not fool proof. It is
    just a tool. As with any tool, correct use and
    optimal results will depend a lot on your
    decisions, choices, and good judgment as you
    apply what you know. Remember that many people
    depend on you to enter your hours correctly while
    you keep the timesheet intact.Thanks, and
    remember to close PowerPoint when youre through!
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