Excel Training for Payroll Professionals

This seminar is offered on ZOOM. 

Before registering to this seminar, please make sure that you have the necessary prerequisites by clicking on this link:

  • This seminar is not designed for Apple computer users.
  • It is recommended to have access to 2 screens.
  • This is not a beginner course, participants must have the fundamental knowledge of Microsoft Excel 2010 or newer.

Enhance your Excel skills, increase your productivity and improve the accuracy of your reports to ensure compliance with the various government requirements. Learn through hands-on, interactive exercises tailored to the roles and responsibilities of payroll professionals, and explore Excel tips and tricks to make everyday activities and reporting more efficient.

Developed especially for payroll professionals looking to enhance their Excel skills, this seminar will significantly increase your productivity and improve the completeness of your reports to ensure compliance with the various government requirements.

Please note:

  • This seminar is not designed for Apple computer users.
  • It is recommended to have access to two screens.

How to access your session:
You will be sent the information on how to access your online seminar three business days before the live event. If you do not receive the login information three days before the seminar, check your email SPAM folder. If it's not there, please contact membership@payroll.ca as soon as possible.

Excel is the payroll professional’s or an accountant's tool of choice for analyzing, reporting financial data, and creating monthly and year-end reports; yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your level of experience, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will learn countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing processes.

Throughout the program, your instructor will reinforce key learning points with practical, real-life examples that will improve your understanding and comprehension of the topics presented

Course description

  • Upgrading
    • Addressing absolute and mixed cells
    • Database structure
  • Importing data
    • Converting data from payroll systems
    • Cleaning data
    • Data transformation
    • Connecting with external databases
  • Essential functions to be mastered
    • Date functions
    • Text functions
    • Logical functions
    • Search functions
    • Statistical functions
  • Array formulas (synthesis formula)
    • Creating tables
    • Using named fields
    • Drop-down menus
    • Structure of array formulas
  • Conditional formatting
    • Rules for highlighting cells
    • Icon sets
    • Custom rules
    • Creating check and validation rules
  • Navigation sheets
    • Home page
    • Hyperlinks
  • 3D functions
    • Consolidating data for multi-tab files
  • Managing security
    • Protecting a workbook
    • Protecting a worksheet
    • Controlling editable areas
  • Technical clarification


Participants who register for this workshop, will be provided with an electronic copy of the excel worksheets and reference material.

Course Information:

  • Instructional delivery method: Group-live demo and discussion. The program focuses on Excel for Windows and is not intended for Excel for macOS. Desktop computers will be provided on-site with the latest version of Excel.
  • Program level: Intermediate
  • Advance preparation: None. This is not a beginner course, participants must have the fundamental knowledge of Microsoft Excel 2007 or newer.
  • Who should attend: Payroll professionals, Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively.

Please note that after registering online for this event, you will receive an email confirmation that confirms your registration. Confirmation emails are sent approximately within 2 business days after the registration has been processed.

Three business days before the live event, you will be sent the link to access the online PD seminar on the scheduled day.

Also, detailed instructions on accessing the online PD seminar will be emailed to you on the morning of the event.

Cancellations or Transfers: requests must be received in writing at least four (4) business days prior to the online seminar date. Please note a cancellation fee or transfer fee in the amount of $50 plus applicable taxes will be applied. Cancellation or transfer requests received after the login information has been provided are not eligible for a transfer or refund.


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