Acquisitions Department

STUDENT PAYROLL PROCEDURES
(Excel Forms)

INTRODUCTION

The Excel Student Payroll forms build a yearly payroll database from which a variety of reports can be produced. Standard report formats have been designed for the following: (1) official university payroll; (2) Budget; (3) Annual Report.

1. At beginning of year prepare an estimated budget.
2. Each payroll period follow instructions, print two copies and sign both.
3. Enter pay in Actual Budget and print a copy.
4. Do Annual Report at end of year.

BUDGET

1. At start of new year enter an estimated budget (top section).
2. As payroll is used enter amounts in the actual budget (bottom section).
3. To print:
1. Press <F5>;
2. Select <BUDGET>(highlight);  Press <OK>;
3. Select <FILE>; Select <PRINT>;
4. Select <SELECTION>(highlight); <Copies: 1>;  Press <OK>; press <Return>

PAYROLL (every two weeks)

1. Select <Open>; Select STUDENT; Select PAYROLL;
2. Select year [i.e. sats04.xls];
3. Budget; Report; and Payroll forms will appear [last form used];
4. Go to last payroll period; highlight and copy student names, level, status to new form (current payroll period);
5. From the current payroll period  form correct or delete student names, level, status;
6. Enter hours worked [if whole number do not need decimal];
7. Save (may need to highlight form & name it "form")
8. To Print:
1. Press <F5>;
2. Select <FORM>(highlight) and Press <OK> or highlight range and  Press <Return>;
3. Select <FILE>; Select <PRINT>;
4. Select <SELECTION>(highlight); <Copies: 2>;  Press <OK>; Press <Return>

ANNUAL REPORT

1. Print Annual Report at end of year.
2. To print:
1. Press <F5>;
2. Select <REPORT>(highlight); Press <OK>;
3. Select <FILE>;Select <PRINT>;
4. Select <SELECTION>(highlight); <Copies: 2>;  Press <OK>; Press <Return>

Send questions/comments/suggestions to Foster Bunday Acquisitions Department | The University of Memphis | University Libraries 126 Ned R. McWherter Library | Memphis, TN 38152-3250 Phone: (901) 678-2203 | Fax: (901) 678-8218