Check Templates / December 18, 2018 / Annabelle Maddox
Once inputs of data have been made you cannot delete it on the database. You can either edit the information or mark it void with matching referral or cause of action. If payroll checks with same inquiries are saved frequently it would be easier for you to save these data as templates in order to reuse it. A recurring payroll template cannot be edited however; you can enter the employee s payroll information and create another recurring check template with the employee s name. You can always modify the details in a payroll check template by adding moving or removing selected fields in accordance with the company s requirements.
Previous to this I recommended that you use protection at the worksheet and cell level to restrict the access people can have to certain cells. The workbook also should be protected to ensure that your users cannot modify the underlying template. You can set two levels of security which are the Modify option and Read Only Option. The only time you would use the Read Only option is if your template was only being used to print out the data. Issue 3: Use Formatting to make it easy to know where to put the data There are some basic fundamentals I always follow when it comes to formatting in Microsoft Excel.
By this I mean you have a spreadsheet that you use daily weekly or monthly. You may have to modify a few cells but the remainder of the spreadsheet is exactly the way you want it. It may be tedious to modify the cells but it is easier than recreating it from scratch. Guess what you have the basis of a template! If you wanted to make this spreadsheet into template you would need to take two more steps. The first step would involve modifying the spreadsheet to display only the data that remains the same. If you are constantly changing certain cells you would leave these cells formatted but blank. The last step involves saving this spreadsheet as a template. Once this is done you would always have access to a clean spreadsheet that is formatted the way you want and ready for your modifications.