Salary Review Spreadsheets

Transcription

1 Salary Review Spreadsheets What s a Salary Review Spreadsheet? You might know them by another term. Every year you have to make up these spreadsheets that have each employee s current salary and a way for a supervisor or manager to increase the salary for the following year. Sometimes they enter a dollar increase; sometimes they enter a percent increase. The manager has to play around with the numbers until they meet the targets he has been given. The sheets are sent back to payroll and the salaries are loaded into your payroll system. It sounds like an easy process, but if you ve done it before, you know the problems. The Problems So you have 20 or 40 spreadsheets to create and of course, payroll never stands still. People are hired, people leave, and there are the ad-hoc salary changes that always happen. You make a template for the salary review spreadsheet; you separate the data into groups (or worse, re-key the data into the spreadsheet). You ve worked three days on getting it all right, and then your manager comes in and says, We need a new column this year. Tell me just before you send them out and I ll tell you what the new column is. But adding a new column will take a couple of days to add because it s not just adding one column, it s adding a column and formatting it into 20 or 40 spreadsheets and in the meantime, there s been four salary changes, six new employees and three terminations, but there is a solution. The Solution Imagine this. You generate a data file out of your payroll that contains all the current employee data. Two minutes, maybe five minutes if you count interruptions. You run a program on your desktop, fifteen seconds. Salary Review Spreadsheets Page 1

2 You see numbers appear on your screen Done. All the spreadsheets are generated and sitting in a directory. The data is directly from your payroll system and less than 15 minutes old. You open Windows Explorer and here s what you see: Now what s in the spreadsheet? Anything you want. It can be very simple: Salary Review Spreadsheets Page 2

3 Or it can be highly formatted with all the columns you need: What can you include in your spreadsheet? If you can mock it up on a demo spreadsheet for us, we can program it. Including: Fonts, sizes, bold, italic Number formats Alignments, justifications Text wrapping, merged cells, text direction Borders, fills, cell protection Headers, footers, totals, formulas Column widths, row heights Logos and other pictures Print out formatting Page layouts, breaks, backgrounds, titles Formulas, auto calculations, totals, subtotals, lookups, statistics Multiple sheets Sorting, filtering, data validations Comments Macros The spreadsheets are generated by a program, so there does not need to be any macro in the spreadsheet. If you want macros, we can put them in, but they do not need to be in the sheet. When the manager prints the spreadsheet, it will automatically be set up for the proper headers, footers, widths, paper and fit. Usually, they will only need to hit the print button. How is this done? We ve been writing programs to generate spreadsheets like this for years. Salary Review Spreadsheets Page 3

4 About a month before you need your spreadsheets, we will talk with you about your needs. Show us the headers and footers that you want in your sheet. Tell us about the formulas that you want. Tell us how you get your data out of your payroll system. Does it come out in a certain order? Are there headers, or is the data in a certain order? Once we have the information we need, we will write the program for you. We will work with your IT staff to install the program on your computer, then we will step you through the process. We will check to make sure it is exactly what you want. Are all the formulas there? Is it formatted the way you want? Are there any exceptions that we need to deal with? When you re happy, we re happy. Changes When the manager comes in and says, We need a new column in the spreadsheets, we can handle that. We will quickly modify the program and get a new version out to you. Normally this can all be done in a few hours. We ll handle the change; you can get on with your work. Once you have the program, you generate the sheets again and you re ready to distribute. We can help with the distribution, too. We can write a program that will take the spreadsheets, add a cover and them out to the managers. Tell us how you want that to work and we can do it. When the spreadsheets come back We know the process doesn t stop when the spreadsheets go out. When they come back, they need to be reviewed and the data needs to be uploaded into the payroll system. We can write a program to read the spreadsheets, consolidate the data (again, the way you want), and create a file that can be uploaded into your payroll system. We ve done uploads and downloads to ADP, Ceridian, Lawson, PeopleSoft, and other payroll packages. If your payroll system has an import function, we can create the file you need. Can I use this program again next year? Yes. If you have no changes, you won t need to call us. If you have some changes, we would be happy to quote a price for you. Price How much is this going to cost? Tell us what you want and we will quote you a price. If you don t want to proceed, you owe us nothing. If you want to go ahead, you will know how much it will cost before we start. We will bill you once we have delivered the software we don t ask for money up-front. Salary Review Spreadsheets Page 4

5 What s the next step? Talk to us. Call us at (403) and ask for Douglas Hahn. We want to talk about your needs. What s different about your company? We don t want to dismiss those differences; we want the spreadsheets to be your spreadsheets. It costs nothing to talk. Have you done this before? We ve been writing software for human resources, payroll and employee benefits for over 20 years. We ve done salary review spreadsheets for a number of clients and each one is different. We wrote software for one of our clients so they can generate thousands of spreadsheets each month. These are not for salary review, but it all uses the same principles. What else can you do? We also specialize in interfaces for HR and payroll. If you want to get data to an insurance company or trust company, we write that. If you want to convert data from an old HR system into a new HR system, we do that. If you want to get data off of spreadsheets and into an HR system, we do that. We also write programs to calculate benefit premiums, volumes, and coverage. We write programs for employee statements, remittance forms, and reconciliations with your insurance company. If it is software for HR or payroll, we can probably do it, and most likely, we have done it before. Do you have any references? You can get some recommendations from LinkedIn. or search for Douglas Hahn Platinum Pro. If you want further references, please call us. Douglas Hahn Platinum Pro Ltd Street SW Calgary, AB T2P 3E6 (403) Toll Free (877) Salary Review Spreadsheets Page 5