Excel for Reward Masterclasses: 6 afternoon sessions
Course Information

SIX UNIQUE AFTERNOON MASTERCLASSES, LIVE-STREAMED, WHICH WILL TRANSFORM YOUR REWARD WORK USING EXCEL. WITH DIANNE AULD. ACCESS TO VIDEO RECORDING FOR 90 DAYS.

Dates

Excel Power Query: 23 Sept 2024: 1pm-3pm (UK)
Grading Maps: 7 Oct 2024: 1pm-3pm (UK)
Regression Analysis and Dynamic Arrays: 14 Oct 2024: 1pm-3pm (UK)
Macros: 4 Nov 2024: 1pm-3.30pm (UK)
Excel Dashboards: 12 Nov 2024: 1pm-4pm (UK)
Incentive Modelling: 4 Dec 2024: 1pm-3.30pm (UK)


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Dianne Auld's Top Tips


Live-streamed masterclasses. Attend from your home or any location. No travel required. Recordings of each masterclass available for 90 days after the virtual class.

Dianne Auld is an international guru who makes tricky reward-related Excel tasks transform into solutions in a blink of an eye. Dianne will show reward professionals a range of Excel time-saving skills. Her six masterclasses will dramatically increase your productivity and present spectacular ways to analyse mountains of reward data in seconds with professional looking charts, dashboards and Pivot Tables.

Fees

Per masterclass: GBP £195 + VAT per delegate. Attend all six masterclasses: GBP £995 + VAT per delegate.

To ensure an effective learning experience, there are just 20 seats available for each masterclass.

Cancellations: Please note that delegates will be held liable for the full fee if registration is not cancelled by 2 January 2023 or if the delegate is a 'no show'.

TRANSFORMING your reward work using Excel

Anyone attending our six afternoon virtual masterclasses will dramatically increase their productivity levels when working with remuneration data in Excel. These Excel for Reward masterclasses include sleek visual and audio demonstrations of tasks reward professionals need to perform in their job function. Unlike other Excel courses, our classes have been specially developed to help you master skills specific to compensation and benefits work not taught in a general Excel course. These courses are UNIQUE.

Dianne will demonstrate to reward professionals how to save hours and hours – some even say days – by harnessing all the power of Excel.


‘I thought that the Excel masterclasses were insightful as always and the combination of watching Dianne in action, then going through the step-by-step instructions after with the video of the session to fall back on was a great way to teach what is a complicated process. You do need to spend some time on this after the session to properly understand it all, but it is already paying off as I’ve started applying it in my work!’


Excel spreadsheets and detailed instructions

All attendees will be provided with some great give-aways:

  • All of the Excel spreadsheets demonstrated during the masterclass by Dianne.
  • Access to a video recording of the masterclass for 90 days from the date of the masterclass.
  • Detailed instructions for replication of the functions demonstrated after the masterclass. Check out a sample of the detailed instructions provided to participants which is available on our web site: click here [PDF].
  • Dashboards – see gender equity analysis dashboard below.

Dashboard sample

How these masterclasses work

  • You are encouraged to not try to follow along with Dianne’s demo on your computer, as she will proceed at a reasonably smart pace and you might get lost.
  • Just watch and take notes if desired.
  • Attendees will have access to a video of the masterclass for 90 days from the date of the masterclass so that you can replay at your leisure and practise the steps.

Who should attend

Our hands-on practical masterclasses cover some essential Excel skills required to analyse and visualise market and organisation remuneration information. They have been created for reward, HR and payroll professionals who would like to enhance their Excel skills, and massively increase their productivity when transforming, compiling, analysing and presenting data. For those who already have a good working knowledge in Excel, these masterclasses will provide you with the expertise and skills to use Excel at a higher level.

Level of knowledge required for these masterclasses

Delegates are not required to follow along in these classes. They will have access to the video for 90 days afterwards and will receive detailed instructions to replicate all functions demonstrated.

But, to maximise the learning experience and appreciate the value add from the classes:

  • Participants should already have a good intermediate to advanced knowledge of Excel.
  • They should work with HR, reward or payroll data in Excel on a daily basis.
  • They should be comfortable using Excel formulas, creating charts and pivot tables.

We would like students to leave the classes thinking: ‘Wow, I didn’t know this was possible, but after the demonstration and with the resources supplied, I feel confident enough to apply the learnings to my own work’.


‘I attended two masterclasses, Excel Power Query and Powerful Excel Dashboards. I really enjoyed both courses, but the Excel Power Query has been the most useful to me. I use Excel all the time in my role and the ability to format, build and refresh data files in Power Query has already saved time and reduced some of my workload. The ability to merge the different data files in to one has just been so useful. I only wish I had done the course years ago!
I enjoyed Dianne’s friendly presentation style. She is extremely knowledgeable and explained the techniques in a clear but comprehensive way. Having all the documentation to refer back to has also helped me so I was able to refer back to it when I wanted to try it for myself.’ – Anne Farquhar, Sanctuary Housing.
‘Dianne’s Excel reward training is fantastic. It gave me practical excel skills for use in reward as well as great theory on how to set up and update pay structures. So many benefits from attending! It’s all fantastic!' – Susan Maclean, Micro Focus.
‘Power Query was the most useful course for me. It helped me to complete our gender pay analysis much faster than with the previous manual method. The course was easy to follow, Dianne explained everything and talked us through step by step. She is really good at explaining complex formulas in a simple way.
The measures feature is a God send!!! I don’t know how I ever managed without it . . . Thanks to Dianne’s course I am more productive as I have more time to spend on the narrative and answering the why added value questions that companies so need to understand. Thanks Dianne.’ – Samantha Reid, former Chevron employee.
‘All of Dianne’s courses are so useful. Each one gave me something practical that I could see myself using in my role. Dianne showed us so many tricks and tools in Excel which have helped me to work more efficiently. She uses real reward examples so you can apply what you have learnt in your day job.
It’s saved me so much time – previously I was manipulating data to get the output I wanted. Dianne’s courses have really given me the tools and confidence to try new things within Excel.
In reward, we work with data constantly, so being able to optimise how I use Excel to really get the most out of it, and avoid the risks that come with manual data manipulation is really fantastic.’ – Susie Godfrey, Allen Overy

EXCEL FOR REWARD – MASTERCLASS #1

Using Excel Power Query to Transform your Reward Work

Watch Dianne demonstrate one of the smartest and most powerful tools ever developed for Excel. Power Query comes standard with Excel 2016 / 2019 / Office 365, and is available as an add-in to Excel 2010 / 2013.

Dianne will show you how it can automate routine data transformation (e.g. merging / splitting / removing columns, filtering data, replacing data, rounding, sorting, converting text to numbers and dates). She will demonstrate how you can achieve this without using macros and VBA, and with hardly any formulas.

Almost all the transformation is done through the simple use of a menu and a mouse.

Dianne will show you how to merge and transform multiple files in a folder, then how to add / transform another file from the folder simply by clicking Refresh. You can scrape data from web tables, transform the data for use in an Excel file, then update it with a single click.

Dianne will demonstrate:

  • How to merge and transform three monthly files of labour turnover data for use in a pivot table, then load / transform the next three monthly files and update the pivot table with a single click.
  • How to calculate medians per gender / job title.
  • How to scrape exchange rate data from the web, use the data in a formula to convert multi-country salaries to a single currency, and update data with a single click.
  • How to pivot employee salary data into different business units for use in scatter charts and pay structure design.
  • How to unpivot problem sales commission data for use in analysis.
  • Power Query’s AI capability of adding a column based on examples.

EXCEL FOR REWARD – MASTERCLASS #2

Creating Self Updating Grading Matrices

Once your jobs have been evaluated, using either a job content or market pricing approach, your reward team and management need to audit and view the grades by grade and by function (or job family, discipline, business unit, division, area, company).

To conduct a meaningful audit, the jobs need to be in a matrix form rather than in a long list. This enables an equity / consistency check:

  • horizontally – similar grades across different functions
  • vertically – grade differences within each function

This matrix also presents the job grade data in a user-friendly and accessible format for viewing of grades and determining of career paths, as shown in the screenshot.

macros image

All too often, these grading matrices are high maintenance and error prone, as:

  • jobs change constantly – new jobs, obsolete jobs, changes to job title or grade
  • organisation structures and function names often change
  • reward practitioners need to remember to update the matrix when jobs / grades / functions change
  • the update is tedious and time consuming, as each job needs to be placed in the right function and grade, old jobs need to be moved or deleted, checks need to be done for duplicates
  • the number of rows in the matrix constantly has to be adjusted to cater for more or less jobs in each grade; lots of blank rows left in the matrix make it difficult to read and print

During this Excel masterclass, Dianne will demonstrate how to transform this time-consuming and error-prone process into a streamlined, accurate, low-maintenance approach. She will show you how to:

  • Use Power Query to create the source data for the grading matrix from payroll / HRIS data
  • Create a grading matrix that updates automatically from a list of functions, jobs and grades
  • Add an extra dimension / drop-down to the grading matrix, so that the organisation can have a separate grading matrix for each company, geographical area or business unit, all reading from the same list of jobs
  • Record a macro that will adjust every grading matrix in the file to show the required number of rows per grade
  • Update all grading matrices from payroll / HRIS data with two clicks
  • Create the grading matrices using formulas (for legacy Excel users) or dynamic arrays (for Microsoft 365 users)

Attendees will be provided after the session with the Excel spreadsheets demonstrated and detailed instructions, so that they can replicate the functionality with their own grading data.

Who should attend?

Reward and HR practitioners who work with grades and would like to know how to transform data from a list to a matrix.


EXCEL FOR REWARD – MASTERCLASS #3

Using Regression Analysis and Dynamic Arrays to Transform your Pay Structure Work in Excel

Join International Excel Guru, Dianne Auld as she demonstrates how to create pay structures and pay scale charts using exponential regression, pay scale formulas, scatter charts, combo charts and dynamic arrays. This is a highly practical watch – it’s not only captivating but it’s also invaluable to anyone involved with creating or maintaining pay structures.

Dianne will demonstrate:

  • A quick overview of linear and exponential regression – when to use each one, the formulas used and interpretation of R squared.
  • How to create a scatter chart and how to use exponential regression to create a pay midpoint line taking into account internal employee and market pay data.
  • How to calculate the pay ranges for this pay line and plot the pay ranges as lines on the scatter chart.
  • Using the same data to create a scatter chart but with traditional rectangular pay ranges and alpha or alpha numeric grades on the X axis – this is a complex chart to create as it involves a combination of a scatter chart, lines and stacked columns. It has to be created in a very specific way.
  • Once learnt, you will use this chart in all your pay structuring work and wonder how you ever coped without it. Past students have loved the visual representation clearly showing how good a fit the pay ranges are relative to the employee pay scatter.
  • Calculating median market data per grade, using a traditional array formula or using Office 365 dynamic arrays (available to Office 365 users), and adding this to the chart.
  • Using dynamic arrays SORT, UNIQUE and FILTER formulas, array reference notation and data validation to create the same chart allowing a drill down per department.
  • How to create a dashboard of department scatter charts all linked to one source data sheet.


EXCEL FOR REWARD – MASTERCLASS #4

Transforming Reward Data with Macros

Do you need to carry out the same repetitive sequence of steps on your employee data every week, month or quarter? If so, macros can transform your life by automating the series of steps to run with a single click, saving you hours and hours of time and tedium.

Many of us are often nervous of macros; some of us are even scared to use them. But, in this Excel masterclass, Dianne will demystify macros. She will show you how to record them, run them and edit them to get the macro to run on every worksheet.

She will also teach you how to write some simple macros from scratch using variables, operators, message and input boxes, conditional structures and loops.

In this course Dianne will demonstrate, using reward examples, how to:

Part 1 – Record and run macros:
  • Enable the Developer menu to work with macros
  • Record macros to automate repetitive tasks
  • Run macros using key strokes or by assigning them to a shape
  • Edit, re-name and delete macros
  • Debug macros
  • Set macro security settings
Part 2 – Write simple macro code:
  • Work with the Visual Basic Editor
  • Write simple macros from scratch
  • Declare variables and work with operators in macros
  • Use input and message boxes to get user input
  • Apply simple conditional structures in macros
  • Use a loop structure in a macro

Attendees will be provided after the session with the Excel spreadsheets demonstrated and detailed instructions, so that they can replicate the functionality with their own reward data. After this course delegates should feel confident enough to record, run, edit and write simple macros to automate repetitive rewards work.

Who should attend?

Reward and HR practitioners who need to do regular, repetitive work on employee data and would like to know how to automate the work to run with a single click.


EXCEL FOR REWARD – MASTERCLASS #5

Designing Powerful Excel Dashboards

This three-hour lesson will demonstrate and teach you how to create beautiful HR or rewards dashboards that stand out from the herd, tell a powerful story and can be updated with only two clicks. (Not to mention, impress the boss!)

Dianne will show you the wonders of Power Pivot:

  • Cover important dashboard design principles.
  • Provide a brief introduction to Power Query and Power Pivot and Macros.
  • Demonstrate how to create an interactive gender equity analysis dashboard using Power Query, Power Pivot, icons, text boxes, elegant uncluttered colour coded charts, customised slicers to drill down by level, department or location, Power Pivot median measures and three simple macro buttons that allow alternate pay base views of the data.
  • Dianne will give you a marvelous starting template along with instructions for replication of everything she will be demonstrating, and the finished dashboard to polish it all off.
  • The gender equity analysis dashboard is used for illustration, but the techniques demonstrated can be used for any type of HR or rewards dashboards.
  • Power Pivot and Power Query are standard from Excel 2016 onwards, and they can be added into Excel 2013. But the dashboard design principles taught can be used with any version of Excel, and can be used with standard employee data and pivot tables.
  • Power Query and Power Pivot are simply super-efficient tools for transforming data and merging different tables for use in analysis.

EXCEL FOR REWARD – MASTERCLASS #6

Creating a Dynamic Incentive Modelling Tool

Thorough incentive modelling is critical for the success of any incentive plan. Incentive models that are not thoroughly tested may be unaffordable, pay out too much or too little, fail to differentiate adequately, or fail to motivate sufficiently. Excel provides wonderful tools and techniques for modelling incentives, but you need to know how to use them effectively.

In this session, Dianne will review the areas of incentives that can be modelled in Excel, such as:

  • Eligibility
  • Measures
  • Performance targets
  • Hurdles
  • Weightings
  • Payout levels

She will outline guidelines for good incentive model design and will then draw up an incentive modelling tool for a company-wide incentive bonus plan. This modelling tool will allow the user to model different measure weightings, performance targets, payout levels, hurdles and eligibility, and to experiment with different incentive parameters to minimise incentive payout moderation to the incentive pool. Dianne will create interactive tables, charts and data tables to illustrate payout costs for different business areas and levels and payout distribution.

Key learning points

During this Excel for Reward masterclass, attendees will learn how to:

  • Create an interactive incentive modelling tool.
  • Use a spin button, Data Validation, Vlookup and If functions to model eligibility.
  • Name ranges to make formulas easier to write, understand and edit.
  • Set up flexible performance – payout tables linked to the incentive modelling tool using the Rows function.
  • Use the What-if Analysis tool, Goal Seek, to determine the bonus pool % necessary to set the modifier at 100% when all employees are eligible for the incentive
  • Calculate employee incentive payout amounts before and after modification using Vlookup, If, If(And) and Sumproduct functions, referencing the parameters set up in the incentive modelling tool.
  • Set up a bonus pool linked to EBIT and a modifier to ensure that incentive payout costs do not exceed the bonus pool.
  • Create single and dual input data tables (one of the What-if Analysis tools) to model the modifier %, incentive payout and number of eligible employees using different eligibility and bonus pool scenarios.
  • Create interactive tables and charts showing payout costs by business area and level, using Sumifs and Averageif functions.
  • Create an interactive table and chart showing per cent of target payout distribution for eligible employees using dynamic array Frequency and Filter functions.
  • Add a shape and linked information to the chart using the Text function.
  • Align charts to cell borders to perfectly fit the space.

Dianne has taught many of E-reward’s clients in the past. Her reviews are OUTSTANDING. Here’s what participants said about some of her classes . . .

'Dianne was brilliant, very engaging. Just what was needed. The time went so quickly.'
'The Excel stuff you need to know as a comp professional. Very helpful and presented in an easily accessible manner.'
'Great course, full of tips and techniques.'
'Valuable course, fantastic knowledge of the trainer. Learnt lots of quick short cuts and extremely valuable time-saving techniques.'
'Dianne was worldly and informative.'
'Dianne was really engaging, positive and interesting.'
'Really interesting and useful course with a great instructor.'
'Dianne was very good, informative and engaging.'
'Very high level of knowledge.'
'Excellent instructor.'
'Very good with loads of useful examples. Dianne has an excellent skill in getting information across.'
'The practical examples and the way Dianne built up the content was very good.'
'Very good – I haven’t been on one of Dianne’s courses before but I will certainly do some more.'
‘A really excellent course, one of the best I have been on.’
‘The course was fantastic! Dianne is an expert in reward and a great teacher. She covered everything that I expected and more – it was comprehensive and I came away with a strong idea of how I can adapt and put the learning into practice.’
‘Excellent course that enables you to apply what has been learned immediately and Dianne is a fantastic trainer and clearly an expert in her field.’
‘It exceeded my expectations . . . the course was fantastic. I hope to be able to attend more of Dianne’s E-reward courses in future.’
‘Absolutely fabulous course. I learned so much. Dianne was so knowledgeable and shared so well. I've saved days and days now!'
'Very informative course, explaining the possibilities of Excel. My life will be so much easier now I understand the capability of Excel in terms of compensation and reward.'
'Dianne was great and extremely knowledgeable.'
'Excellent instructor, very clear, good pace, always ensuring everyone is up to speed and keeping up with the rest of the class.'
'Course content was well put together, very relevant to work and was made interesting by Dianne. I would highly recommend the course to anyone wanting to save time and understand Excel functions. Really pleased I attended.'
'The instructor was very friendly and informative, no improvements needed!'

Dianne Auld, GRP, CCP, CSCP
Dianne Auld, GRP, CCP, CSCP
Senior Consultant

Dianne is the founding member of Auld Compensation Consulting, operating out of Cape Town, South Africa. Her consulting work around the world covers all areas of total rewards, including reward strategy, base pay management, job evaluation, pay structuring, incentive design and sales compensation. She has developed and taught Excel and rewards courses in Africa, the Middle East, Asia, Europe, and the United States.

As a WorldatWork faculty member, Dianne teaches the GRP reward qualification courses in Southern Africa. She is the author of Dianne Auld’s Excel Tips, 3rd edition. Dianne has developed and recorded several e-learning products for WorldatWork, including Excel Skills, Advanced Excel Skills and Pay Structures. She is an honorary life member of the South African Reward Association (SARA) and an accredited Master Reward Specialist.

Location

Live streamed from Dianne's office in Cape Town, via Zoom

Start time & end time

1pm to 3pm / 4pm (UK)

How does this masterclass work?

Dianne suggests that you don’t try to follow along with her demo on your computer. She will proceed at a reasonably smart pace and you might get lost. Just watch and take notes if desired.

Recording of live-streamed class

You will have access to a video of the masterclass for 90 days from the date of the masterclass so that you can replay at your leisure and practise the steps.

Documentation

Attendees will be provided with detailed instructions for replication of the functions demonstrated by Dianne after the masterclass.

Six virtual masterclasses. Attend from your home or any location. No travel required.

EXCEL FOR REWARD – MASTERCLASS #1

Using Excel Power Query to Transform your Reward Work

Watch Dianne demonstrate one of the smartest and most powerful tools ever developed for Excel. Power Query comes standard with Excel 2016 / 2019 / Office 365, and is available as an add-in to Excel 2010 / 2013.

Dianne will show you how it can automate routine data transformation (e.g. merging / splitting / removing columns, filtering data, replacing data, rounding, sorting, converting text to numbers and dates). She will demonstrate how you can achieve this without using macros and VBA, and with hardly any formulas.

Almost all the transformation is done through the simple use of a menu and a mouse.

Dianne will show you how to merge and transform multiple files in a folder, then how to add / transform another file from the folder simply by clicking Refresh. You can scrape data from web tables, transform the data for use in an Excel file, then update it with a single click.

Dianne will demonstrate:

  • How to merge and transform three monthly files of labour turnover data for use in a pivot table, then load / transform the next three monthly files and update the pivot table with a single click.
  • How to calculate medians per gender / job title.
  • How to scrape exchange rate data from the web, use the data in a formula to convert multi-country salaries to a single currency, and update data with a single click.
  • How to pivot employee salary data into different business units for use in scatter charts and pay structure design.
  • How to unpivot problem sales commission data for use in analysis.
  • Power Query’s AI capability of adding a column based on examples.

EXCEL FOR REWARD – MASTERCLASS #2

Creating Self Updating Grading Matrices

Once your jobs have been evaluated, using either a job content or market pricing approach, your reward team and management need to audit and view the grades by grade and by function (or job family, discipline, business unit, division, area, company).

To conduct a meaningful audit, the jobs need to be in a matrix form rather than in a long list. This enables an equity / consistency check:

  • horizontally – similar grades across different functions
  • vertically – grade differences within each function

This matrix also presents the job grade data in a user-friendly and accessible format for viewing of grades and determining of career paths, as shown in the screenshot.

macros image

All too often, these grading matrices are high maintenance and error prone, as:

  • jobs change constantly – new jobs, obsolete jobs, changes to job title or grade
  • organisation structures and function names often change
  • reward practitioners need to remember to update the matrix when jobs / grades / functions change
  • the update is tedious and time consuming, as each job needs to be placed in the right function and grade, old jobs need to be moved or deleted, checks need to be done for duplicates
  • the number of rows in the matrix constantly has to be adjusted to cater for more or less jobs in each grade; lots of blank rows left in the matrix make it difficult to read and print

During this Excel masterclass, Dianne will demonstrate how to transform this time-consuming and error-prone process into a streamlined, accurate, low-maintenance approach. She will show you how to:

  • Use Power Query to create the source data for the grading matrix from payroll / HRIS data
  • Create a grading matrix that updates automatically from a list of functions, jobs and grades
  • Add an extra dimension / drop-down to the grading matrix, so that the organisation can have a separate grading matrix for each company, geographical area or business unit, all reading from the same list of jobs
  • Record a macro that will adjust every grading matrix in the file to show the required number of rows per grade
  • Update all grading matrices from payroll / HRIS data with two clicks
  • Create the grading matrices using formulas (for legacy Excel users) or dynamic arrays (for Microsoft 365 users)

Attendees will be provided after the session with the Excel spreadsheets demonstrated and detailed instructions, so that they can replicate the functionality with their own grading data.

Who should attend?

Reward and HR practitioners who work with grades and would like to know how to transform data from a list to a matrix.


EXCEL FOR REWARD – MASTERCLASS #3

Using Regression Analysis and Dynamic Arrays to Transform your Pay Structure Work in Excel

Join International Excel Guru, Dianne Auld as she demonstrates how to create pay structures and pay scale charts using exponential regression, pay scale formulas, scatter charts, combo charts and dynamic arrays. This is a highly practical watch – it’s not only captivating but it’s also invaluable to anyone involved with creating or maintaining pay structures.

Dianne will demonstrate:

  • A quick overview of linear and exponential regression – when to use each one, the formulas used and interpretation of R squared.
  • How to create a scatter chart and how to use exponential regression to create a pay midpoint line taking into account internal employee and market pay data.
  • How to calculate the pay ranges for this pay line and plot the pay ranges as lines on the scatter chart.
  • Using the same data to create a scatter chart but with traditional rectangular pay ranges and alpha or alpha numeric grades on the X axis – this is a complex chart to create as it involves a combination of a scatter chart, lines and stacked columns. It has to be created in a very specific way.
  • Once learnt, you will use this chart in all your pay structuring work and wonder how you ever coped without it. Past students have loved the visual representation clearly showing how good a fit the pay ranges are relative to the employee pay scatter.
  • Calculating median market data per grade, using a traditional array formula or using Office 365 dynamic arrays (available to Office 365 users), and adding this to the chart.
  • Using dynamic arrays SORT, UNIQUE and FILTER formulas, array reference notation and data validation to create the same chart allowing a drill down per department.
  • How to create a dashboard of department scatter charts all linked to one source data sheet.


EXCEL FOR REWARD – MASTERCLASS #4

Transforming Reward Data with Macros

Do you need to carry out the same repetitive sequence of steps on your employee data every week, month or quarter? If so, macros can transform your life by automating the series of steps to run with a single click, saving you hours and hours of time and tedium.

Many of us are often nervous of macros; some of us are even scared to use them. But, in this Excel masterclass, Dianne will demystify macros. She will show you how to record them, run them and edit them to get the macro to run on every worksheet.

She will also teach you how to write some simple macros from scratch using variables, operators, message and input boxes, conditional structures and loops.

In this course Dianne will demonstrate, using reward examples, how to:

Part 1 – Record and run macros:
  • Enable the Developer menu to work with macros
  • Record macros to automate repetitive tasks
  • Run macros using key strokes or by assigning them to a shape
  • Edit, re-name and delete macros
  • Debug macros
  • Set macro security settings
Part 2 – Write simple macro code:
  • Work with the Visual Basic Editor
  • Write simple macros from scratch
  • Declare variables and work with operators in macros
  • Use input and message boxes to get user input
  • Apply simple conditional structures in macros
  • Use a loop structure in a macro

Attendees will be provided after the session with the Excel spreadsheets demonstrated and detailed instructions, so that they can replicate the functionality with their own reward data. After this course delegates should feel confident enough to record, run, edit and write simple macros to automate repetitive rewards work.

Who should attend?

Reward and HR practitioners who need to do regular, repetitive work on employee data and would like to know how to automate the work to run with a single click.


EXCEL FOR REWARD – MASTERCLASS #5

Designing Powerful Excel Dashboards

This three-hour lesson will demonstrate and teach you how to create beautiful HR or rewards dashboards that stand out from the herd, tell a powerful story and can be updated with only two clicks. (Not to mention, impress the boss!)

Dianne will show you the wonders of Power Pivot:

  • Cover important dashboard design principles.
  • Provide a brief introduction to Power Query and Power Pivot and Macros.
  • Demonstrate how to create an interactive gender equity analysis dashboard using Power Query, Power Pivot, icons, text boxes, elegant uncluttered colour coded charts, customised slicers to drill down by level, department or location, Power Pivot median measures and three simple macro buttons that allow alternate pay base views of the data.
  • Dianne will give you a marvelous starting template along with instructions for replication of everything she will be demonstrating, and the finished dashboard to polish it all off.
  • The gender equity analysis dashboard is used for illustration, but the techniques demonstrated can be used for any type of HR or rewards dashboards.
  • Power Pivot and Power Query are standard from Excel 2016 onwards, and they can be added into Excel 2013. But the dashboard design principles taught can be used with any version of Excel, and can be used with standard employee data and pivot tables.
  • Power Query and Power Pivot are simply super-efficient tools for transforming data and merging different tables for use in analysis.

EXCEL FOR REWARD – MASTERCLASS #6

Creating a Dynamic Incentive Modelling Tool

Thorough incentive modelling is critical for the success of any incentive plan. Incentive models that are not thoroughly tested may be unaffordable, pay out too much or too little, fail to differentiate adequately, or fail to motivate sufficiently. Excel provides wonderful tools and techniques for modelling incentives, but you need to know how to use them effectively.

In this session, Dianne will review the areas of incentives that can be modelled in Excel, such as:

  • Eligibility
  • Measures
  • Performance targets
  • Hurdles
  • Weightings
  • Payout levels

She will outline guidelines for good incentive model design and will then draw up an incentive modelling tool for a company-wide incentive bonus plan. This modelling tool will allow the user to model different measure weightings, performance targets, payout levels, hurdles and eligibility, and to experiment with different incentive parameters to minimise incentive payout moderation to the incentive pool. Dianne will create interactive tables, charts and data tables to illustrate payout costs for different business areas and levels and payout distribution.

Key learning points

During this Excel for Reward masterclass, attendees will learn how to:

  • Create an interactive incentive modelling tool.
  • Use a spin button, Data Validation, Vlookup and If functions to model eligibility.
  • Name ranges to make formulas easier to write, understand and edit.
  • Set up flexible performance – payout tables linked to the incentive modelling tool using the Rows function.
  • Use the What-if Analysis tool, Goal Seek, to determine the bonus pool % necessary to set the modifier at 100% when all employees are eligible for the incentive
  • Calculate employee incentive payout amounts before and after modification using Vlookup, If, If(And) and Sumproduct functions, referencing the parameters set up in the incentive modelling tool.
  • Set up a bonus pool linked to EBIT and a modifier to ensure that incentive payout costs do not exceed the bonus pool.
  • Create single and dual input data tables (one of the What-if Analysis tools) to model the modifier %, incentive payout and number of eligible employees using different eligibility and bonus pool scenarios.
  • Create interactive tables and charts showing payout costs by business area and level, using Sumifs and Averageif functions.
  • Create an interactive table and chart showing per cent of target payout distribution for eligible employees using dynamic array Frequency and Filter functions.
  • Add a shape and linked information to the chart using the Text function.
  • Align charts to cell borders to perfectly fit the space.

Virtual classroom 29/01/2024 - 25/03/2024
Virtual classroom 23/09/2024 - 04/12/2024
THE FOLLOWING TERMS AND CONDITIONS APPLY TO THE DELIVERY OF EDUCATION COURSES BY E-REWARD.CO.UK LTD (INCLUDING MASTERING REWARD COURSES; WORLDATWORK GLOBAL REMUNERATION PROFESSIONAL CERTIFICATION [GRP] COURSES AND EXAMINATIONS [PROGRAM]; IN-HOUSE AND CUSTOMISED TRAINING COURSES).

These terms and conditions apply between the person, firm, company or other entity specified on your booking form and E-reward.co.uk Ltd (company number: 4281768). Registered in England and Wales. Registered office 33 Denby Lane, Heaton Chapel, Stockport, Cheshire SK4 2RA, United Kingdom for delegate registrations for the course (including Mastering Reward courses, GRP courses with exam and in-house training courses) specified on your booking form (‘Course’).

Please read these terms and conditions carefully as they contain important information.

By submitting your registration to attend the Course you agree to be bound by these terms to the exclusion of all other terms. If you do not agree to be bound by these terms E-reward.co.uk Ltd will be unable to accept your registration.

Delegate cancellations

Delegates who advise E-reward.co.uk Ltd of their cancellation in writing via email (to paul@e-reward.co.uk) 30 calendar days before the start of the Course will have their fees refunded – less an administration charge of 20% of the Course fees.

No refund will be made for cancellations received less than 30 calendar days before the start of the Course.

Failure to attend the Course will be subject to the same terms.

  • GRP courses featuring pre-recorded online videos – If your GRP course includes access to pre-recorded video training, once this access has been provided to you (at least four weeks prior to the accompanying virtual classroom day), no refund of delegate fees will be payable.
  • In-house training – You will not have any right to cancel a Contract for the booking of any customised/in-house training courses. For the avoidance of doubt, no refund will be payable

Delegate transfers

Transfers may be made to any other Course in the UK organised by E-reward.co.uk Ltd subject to space availability. All transfer requests must be made in writing via email (to paul@e-reward.co.uk) 30 calendar days or more before the start of the Course.

There will be no fee charged for such transfers. One free transfer can be made for each course booking after which there will be a £100 administration charge for each further request.

Please note: We are unable to accept any transfer requests received less than 30 calendar days before the start of the course and no refunds will be made.

We are unable to accept any transfer requests once you have received access to GRP pre-recorded learning videos.

Substitutions with employees from your organisation are welcome at any time at no extra charge. You must email any substitutions (to paul@e-reward.co.uk) prior to the date of the Course.

Please note: We are unable to accept any ‘substitutions’ once you have received access to GRP pre-recorded learning videos.

Payment

You will pay E-reward.co.uk Ltd any fees specified in your booking form for the Course. Payment to E-reward.co.uk Ltd in GBP British Pounds is by BACS, wire transfer, cheque or credit card. It is a condition of booking that payment must be received by E-reward.co.uk Ltd before the start of the Course or no later than 30 days from the date of invoice, whichever is sooner.

If payment of your fees in full is not received before the Course, E-reward.co.uk Ltd may (at its sole discretion) either require such payment as a condition of your entry to the Course or refuse you entry to the Course.

Prices for each Course, where applicable, are correct at the time of publication. We reserve the right to change the prices at any time but changes will not affect registrations which have already been confirmed by E-reward.co.uk Ltd.

Each ticket covers attendance for one person only for the duration of the Course, and includes coffees, teas and light snacks during the lunch hour, as well as course materials.

All bookings are subject to value added tax (VAT) at 20%. You shall, on receipt of a VAT invoice from E-reward.co.uk Ltd, pay to E-reward.co.uk Ltd such additional amounts in respect of VAT as are chargeable on the supply of the Course.

Late payments

We understand and will exercise our statutory right to interest and compensation for debt recovery costs under the late payment legislation if we are not paid according to agreed credit terms. Under the Late Payment of Commercial Debts [Interest] Act 1998 – as amended and supplemented by the Late Payment of Commercial Debts Regulations 2002 (to incorporate the features of European Directive 2000/35/EC) – we are entitled to charge:

  • Debt recovery costs – £40 on debt up to £999.99; £70 on debt between £1,000 and £9,999.99.
  • Statutory interest – 8% above the Bank of England reference rate (fixed for the six-month period within which date the invoices became overdue).

Joining instructions

Final Course details will be emailed to delegates at least three weeks before the Course.

Course documentation

You will receive your course materials by email ahead of the Course.

Hotel accommodation

Delegates are responsible for their own accommodation.

Course cancellations and amendments

The Course programme is correct at the time of going to press.

E-reward.co.uk Ltd reserves the right to change the format, tutors, venue location and programme or any other aspect of the Course at any time and for any reason, whether or not due to a Force Majeure event, in each case without liability/refund.

‘Force Majeure Course’ means any event arising that is beyond the reasonable control of E-reward.co.uk Ltd including (without limitation) speaker or participant cancellation or withdrawal, supplier or contractor failure, venue damage or cancellation, health scares, industrial dispute, governmental regulations or action, military action, fire, flood, disaster, civil riot, acts of terrorism or war.

E-reward.co.uk Ltd reserves the right to change the date or cancel a Course at any time and for any reason without notice. Where circumstances force E-reward.co.uk to cancel a Course, E-reward.co.uk Ltd shall offer you the option of attending any rearranged Course that E-reward.co.uk Ltd chooses to organise.

If you do not wish to accept this offer, then you will (as your sole remedy) be entitled, at your discretion, to receive either a credit note or a refund in respect of your fees received by E-reward.co.uk Ltd for that particular Course.

However, where the Course is postponed for reasons due to a Force Majeure event, any of your fees received by E-reward.co.uk Ltd shall be applied to any rearranged or rescheduled Course and all these Terms and Conditions shall apply to any such transferred booking.

To the fullest extent permitted by the applicable law, E-reward.co.uk Ltd shall not be liable to you for any loss, delay, damage or other liability incurred resulting from or arising in connection with the cancellation or date change of the Course howsoever arising or any venue change.

For the avoidance of doubt, you acknowledge and agree that should the Course date be changed or cancelled, E-reward.co.uk Ltd is not liable for any travel or accommodation costs you may have incurred.

How we use your registration information

E-reward.co.uk Limited is a registered data controller under number Z7317541.

Your Course registration information will be added to our marketing database but will not be given to third parties without your prior consent.

E-reward.co.uk Ltd uses email addresses for its own purposes of keeping customers informed about Courses and providing product, service and information announcements.

If you supply us with your postal address online, you may receive periodic mailings from E-reward.co.uk Ltd with information on new products and services and upcoming Courses.

If you do not wish to receive information about products and services, please let us know by email (to paul@e-reward.co.uk).

Disclaimers

To the fullest extent permitted by the applicable law, E-reward.co.uk Ltd excludes:

  • all liability for loss, injury or damage to persons or property at the Course;
  • all indemnities, warranties, representations, terms and conditions (whether express or implied); and
  • any actual or alleged indirect loss or consequential loss howsoever arising suffered by you or any loss of profits, anticipated profits, savings, loss of business revenue, loss of business, loss of opportunity, loss of goodwill, or any other type of economic loss (whether direct or indirect).

If E-reward.co.uk Ltd is liable to you for any reason, its total liability to you in relation to the Courses (whether under these terms or conditions or otherwise) is limited to the amount of your fees received by E-reward.co.uk Ltd.

Views expressed by the Course instructors are their own. All advice provided at this course is for general guidance only. Any course delegates relying on information or advice given in the course of such training do so at their own risk.

E-reward.co.uk reserves the right to amend these terms and conditions from time to time. However, you will be subject to the terms and conditions in force at the time you submit your registration.

Further information

If you have any questions, please email us at paul@e-reward.co.uk