Purpose: This includes instructions for how to format a Payroll Batch in Excel. Outcome: Staff know the steps to download a batch after it has been created in OR PTC DCI and how to format it in Excel to make it user-friendly. |
Excel has features for editing column widths, filtering, and sorting columns. Staff with the Payroll Team role can download a batch report into Excel. Then the batch can be organized and customized.
The batch will open in an un-formatted state.
Make sure to save this as an Excel Workbook with the same name as was given to it in OR PTC DCI. In this example, save it as BR3311_2021_09_01-1133. |
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