How to Create and Publish a Business Report Using Microsoftumeric System

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1 DECISION SUPPORT NETWORKS Quick Reference Card :::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: There are four Decision Support Networks: HR, International HR, Payroll, and International Payroll. Each network has common components and topic-specific content. Common components are discussed on pages 1-4. Additional components include Strategic Plan Builder, Country Primers, and Chart Builders, and are discussed on pages 5-8. For illustrative purposes, the HR Decision Support Network screen shots are being used for the common components. Custom Research Designated members can submit up to 12 questions per year. Bloomberg BNA compiles comprehensive written answers within five business days resulting in a report which includes the answer, a short summary of articles reviewed, and an annotated bibliography of sources. Click All Custom Research to access the archive of completed research from the shared network, arranged by topic or country. Strategic White Papers Monthly white papers provide single-issue focus on a current critical topic, and include strategic planning and effective management ideas. Reports are produced by Bloomberg BNA and top legal practitioners from around the world. Search This Tab Search all content included on the Decision Support Network tab currently being viewed. News & Updates Each Decision Support Network displays links to the latest topic-specific news. From the Editors Highlights of updated content and functionality from the Bloomberg BNA editors. Webinars Register for upcoming webinars. Every 60 to 90-minute event includes lively, dynamic presentations from top speakers, live Q&A sessions, and digital downloads. Up to 24 live events per year are offered, and HRCI credits are available for each. Access Webinars Archive at the bottom of the frame. Bloomberg BNA Complimentary Training & Product Support , opt 5 // Mon Fri, 8:00 am 8:00 pm // training@bna.com

2 UPDATES Sign up for the updates associated with each Decision Support Network. Click the Sign up for Updates link on the banner. Select titles from the Registration column to receive the weekly updates To delete a title, deselect the title in the Registration column, or click the X in the Your Selections column. Click Save. Highlights are delivered directly to your mailbox. Some publications offer additional customization. Click Customize Now, and make selections on the Preferences screen. 2

3 MY FOLDERS To use this feature, click the Account Profile link on the menu bar and log into the product. To save a search string, click Add to My Folders on the Search Options toolbar. To save a chart or document, click in the chart or document window and click Add to My Folders. Select whether to add the chart, document, or search to an existing folder or create a new one. Items are saved to the default My Saved Items folder. Identify the chart, document, or search with an Item and/or Project Name. Click Submit. Access the saved charts, documents, or searches with the My Folders link on the toolbar. Select a folder to display the saved items. Click the name to open the item. Right-click on the Name to display the Item Options menu. To display the Folder Options drop-down menu, click the Folder Options icon on the Folders column. Notes Click the icon in the Notes column. The View Note window displays. After text is added, click Submit. The orange plus sign is removed from the icon display to signal an item has a note. 3

4 PRINT Click the Print icon on the toolbar to print documents from a full-text screen display, document list, or search results page. To print sections of Legislation, click the Print icon next to the topic or subtopic in the full text display. To print multiple documents (up to 50) from the search results list, click the checkbox next to each document title and then click the Print icon. In the Print Display dialog box, select Rich Text Format (RTF) to print multiple files as separate documents. For legislation, print an entire subtopic or selected topics. Subtopics displayed below the selected topic are also printed. From the list of documents, select and deselect those to be printed. Click the Print/Display button for each frame to display the Print Preview screen. Source information is added to the top and bottom of each document. STRATEGIC WHITE PAPERS Strategic White Papers are on all Decision Support Networks. The white papers are in-depth, single-issue focused papers with practical analysis and studies on hot topics. Click All Strategic White Papers to browse the full list of white papers. 4

5 HR STRATEGIC PLAN BUILDER Find the HR Strategic Plan Builder on the HR Decision Support Network home page. Build an HR strategic plan following the strategic plan interview steps as outlined on the six tabs. Each tab lists tasks to be completed for each section. Each page displays a Quick Reference frame with helpful information for filling out that specific portion of the Builder. For detailed instructions, click Help on the banner. Click HR Strategic Plan Builder in the HR Strategic Plan Builder frame. To begin a new assessment, click Start next to Create New Assessment on the Home tab. To access previously saved assessments, click Show next to Load Saved Assessment. On the Start tab, fill in the Assessment Profile. Enter the necessary information in the text boxes, and click Create Assessment. 5 The Write a Jurisdiction Statement window displays. Enter your statement and click Save & Continue. 5 5

6 HR STRATEGIC PLAN BUILDER (CONTINUED) On the Company Direction tab, click Start next to the Ask CEO Questions. To print a blank copy of the questions to give to the CEO before meeting, click Save or Print. Move through the tabs until 100% of the assessment is completed. As a tab is completed, the link for the next tab displays at the bottom of the screen. Click the link to move forward. 8 The completed plan displays on the Strategic Plan tab. Export or Print the report. 8 6

7 COUNTRY PRIMERS Find Country Primers on the International HR and International Payroll Decision Support Networks. Country Primers are comprehensive briefings on HR policies, laws, and regulations specific to each country. To access Country Primers, click the Country Primers icon, or click Country Primers in the Expert Analysis frame. Browse the briefings by country. Search using the Advanced Search template. Select International HR and International Payroll Country Primers under the Analysis drop-down menu. INTERNATIONAL HR GUIDE Find the Guide in the Expert Analysis frame on the International HR Decision Support Network tab. The International HR Guide provides practical reference material and tips on managing human resources from a global perspective. 7

8 CHART BUILDER 1 To build charts for the state components of the HR and Payroll Decision Support Networks, click the State Gateway icon on the home page and select Chart Builder. 2 On the HR State Chart Builder screen, Choose a category from the drop-down menu. 3 The list of Topics customizes to the chosen category. Choose a Topic from the drop-down menu. 4 Choose Jurisdiction(s). 5 The list of Topic Headings customizes to the chosen category. Choose a Topic Heading(s) from the list. 6 Select a Chart Display. 7 Click Create Chart. Print the completed chart from Excel or use the Print function on your browser. 8 On the chart display, choose to Hide a Row/Column by clicking the x next to a heading to delete that row or column. 9 Add to My Folders Save the chart for later use. 10 Export to Excel Export the chart to Excel, and print or save the chart to your desktop. To learn more, contact your Bloomberg BNA Representative, call , or visit South Bell Street, Arlington, Virginia The Bureau of National Affairs, Inc.