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Use Employee Entry Tables in Accord Payroll

Alex
Updated

Article 11 of 14 — Training Notes

Use Employee Entry Tables in Accord Payroll

  • How to open and use an existing Employee Entry Table
  • How to edit the columns shown in a table
  • How to create a new table from scratch
  • How to copy data to and from Excel
  • How to create tables for specific employee groups and save them for company-wide use

Contents

Introduction

Employee Entry Tables let you view and update data for multiple employees at once in a spreadsheet-style grid. You can configure which columns are shown, filter which employees appear, copy data to Excel for bulk changes, and paste it back. Tables can be saved for reuse — either for your own account, for the whole company, or globally across all companies.

The Employee Entry Tables shortcut is available on the main toolbar.

Open an existing table

  1. Click the Employee Entry Tables button on the main toolbar. 

    Main toolbar with the Employee Entry Tables shortcut button highlighted
  2. A list of saved tables is shown. Select the table you want and click Open. 

    Employee Entry Tables dialog showing the list of available saved tables with the Open button
  3. The table opens with all employees displayed. Any cells highlighted in blue contain proposed changes that have not yet been saved. 

    Employee Entry Table showing the grid of employees and data with blue highlighted cells indicating unsaved changes
  4. Make any required changes directly in the cells, then click Update to save the changes to the payroll. 

    Employee Entry Table with the Update button highlighted to save changes
Note: Blue cells indicate a proposed change that differs from the current value. Click Update to apply all proposed changes. If you close the table without updating, changes are discarded.

Edit the columns in a table

  1. Click the Employee Entry Tables button, select the table, and click Edit (rather than Open). 

    Employee Entry Tables list with the Edit button highlighted
  2. The column set editor opens, showing the current set of columns. Click Edit to modify the selected column set. 

    Column set editor showing the Available and Selected columns lists
  3. To add a column, select it in the Available list and click Add. To remove a column, select it in the Selected list and click Remove.
  4. Use the Up and Down arrows to change the column order. 

    Column set editor with Up and Down arrows for reordering columns highlighted
  5. Click Save, then Open the table to confirm the new column is included. 

    Employee Entry Table now showing the newly added column included in the grid

Create a new table

  1. Click the Employee Entry Tables button, then click New. 
    Employee Entry Tables dialog with the New button highlighted to create a new table
  2. Click Add New to create a new column set. 
    New table setup dialog with the Add New button for creating a column set
  3. Select the columns you need from the Available list and click Add to move them to the Selected list. 
    Column selection dialog showing available columns being moved to the selected list
  4. Once all required columns are added, they appear in the Selected list. 
    Column selection dialog showing the completed list of selected columns
  5. Click Save As to save the column set. Enter a filename and click OK. 
    Save As dialog for the column set with filename entry
     Filename entry field for the new column set
  6. The new column set now appears in the list. 
    Column set list showing the newly saved column set available for selection
  7. Click Save As again to save the overall table definition. Enter a filename and click OK. 
    Save As dialog for the table definition with filename entry
     Filename entry field for the new table
  8. The new table now appears in the table list and is ready to use. 
    Employee Entry Tables list showing the new table available

Copy data to and from Excel

  1. Open the table, select all cells (Ctrl+A), then copy (Ctrl+C). Paste into an Excel spreadsheet for bulk editing. 
    Employee Entry Table with all cells selected and ready to copy to Excel
  2. Make your changes in Excel, then select and copy the amended data. Paste it back into the table in Accord Payroll and click Update to save.
Tip: To auto-fill a column, type a value in the top cell, then drag the fill handle down to copy it to all rows below.

Create a table for a specific employee group

You can filter which employees appear in a table — for example, to create a salary increase table showing only current employees.

  1. Open an existing table. The default view shows all employees. 
    Employee Entry Table showing all employees with the full employee list
  2. Blue cells in the table indicate proposed changes ready to be applied. 
    Employee Entry Table with blue highlighted cells showing proposed data changes
  3. To change which employees are shown, click the Table Definition button. 
    Table definition screen showing the column set and employee selection options
  4. Click Edit next to the column set to modify the columns. 
    Column Sets screen with the Edit button highlighted
  5. Add or remove columns as required using the Available and Selected lists. 
    Column set editor showing Available and Selected columns panels
  6. To filter employees, click the Employee Selection option. You can include or exclude leavers, or select a specific group. 
    Employee selection options showing filter checkboxes including the option to exclude leavers
  7. To apply an employee list filter, click Select Employee List and choose the list to use. 
    Select Employee List window showing available employee lists to filter by
  8. The filtered table (for example, Salary Increase) now shows only the selected employees. 
    Employee Entry Table filtered to show only the Salary Increase employee group

Save a table for company-wide or global use

By default, tables are saved to your own account. You can also save them so that all users at your company can access them, or globally across all companies.

  1. After configuring your table columns, use the Edit option and select the Employee List to narrow the scope further if needed. 
    Column set with double-arrow buttons to move all columns between available and selected
  2. Add the employee list and sort order as required. 
    Employee list selected and confirmed in the table definition
     Sort order options available for the table output
  3. Click Save As for the table definition. A new untitled table definition is created. 
    New untitled table definition ready to be named and saved
  4. The table now shows the configured columns. 
    Table definition showing the configured column set
  5. Click Add New to create an additional column set if required. 

    Add New button to create an additional column set for the table
  6. Configure the new column set as needed. 
    New column set dialog for adding another set of columns

  7. When saving the column set, choose Save As. You are given two options:

    • Company — all users at your company can see this table
    • Global — all users across all companies can see this table

    Save As dialog showing Personal, Company, and Global save options for the column set
     Company-level save dialog for the column set
     Global save dialog for the column set making it available across all companies

  8. The saved table is now available to the relevant users. 
    Table list showing the globally saved table available for all companies
  9. Opening the table shows the employee data ready for editing. 
    Employee Entry Table opened with the new globally saved table layout
  10. Use the copy/paste workflow to copy data to Excel for bulk amendments, then paste back. 
    Employee Entry Table with data being prepared for copy to Excel
     Excel spreadsheet showing the employee data pasted from Accord Payroll for bulk editing

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