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How to Use Our Workbooks

4 mins read

This article is written to provide you with a general review of how to use our workbooks.

Most of our workbooks’ levels of complexity range from basic to more advanced user knowledge capabilities. To ensure you are prepared, let’s discuss some general information regarding how to use our workbooks.

You will notice that our workbooks are developed using Microsoft Excel, as this application offers feature capabilities that other applications like Microsoft Word does not have the capacity to perform. The more time you spend getting familiar with Excel, you will find that this application reduces the time spent working on tasks, bringing efficiency to the table. By using Excel, you will:

      • Reduce time spent on a task
      • Alleviate the amount of manual entries
      • Have automated calculations with the use of formulas
      • Lower the chance of human error through manual entries and calculations
      • Increase efficiency when adjusting tables, cells, columns, fonts, colours, or other formats
      • Effortlessly enter data into cells
      • Easily add, delete, or insert rows and columns (as seen in a video included below)
      • Effortlessly add or delete notes/comments to cells (as seen in a video included below)
      • Have the capability to configure cells to show data in various formats like dates, currency, percentages, etc.

There is so much more to Excel, however, these are just some of the basic functions to know.

Apply Your Business’s Branding Initiatives

Regardless of developing an internal or external document, we recommend remaining consistent and incorporating your business’s branding initiatives whenever possible. Whenever you download one of our templates, ensure you:

      • Reformat the workbook to meet your company’s branding initiatives (logo, colours, font, etc.)
        • The company logo is inserted in Row 1 (cell A1)
        • The form’s title is typed in Row 1 (font right alignment)
        • The company’s primary colour is used for the headers

Pro Tip: Using grayscale is acceptable if your company’s primary colours are hard on the eyes or hard to read like bright colours (yellow, lime green, etc.).

General Notes:

All of our workbooks will have an Instructions or Example tab which displays how a completed form will look, and a Template tab which is an exact replica of the template found in the instructions tab but is not filled in, so you can use it.

We have left comments on the workbook to offer further clarification on terms or formulas used. These comments are displayed as a red triangle in the top, right-hand corner of a cell. To add in your own comments or delete the existing comments, simply right-click on the cell and choose from the selection provided. To view a comment, simply hover over the cell with your mouse to reveal what the comments states.

To make sure you know which cells to manually enter information into, we have highlighted the cells in yellow. Any cells that are not highlighted are either your business’s set nomenclatures or are formulated to automate calculations. We suggest matching our nomenclatures to your business’s terms; and updating any formulas throughout the workbook to meet your business’s needs.

Please refer to our HR Glossary if you need definitions relating to any terms found on the forms, and contact a BIG representative for any questions you may have.

For more information on the functions of Excel, check out our series Excel 101.

Excel – Rows & Columns

Excel – Notes & Comments

Visit our Resource Library for all available downloads.

If you require assistance with any of the guides, forms or templates, please contact a BIG representative.

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