And while it’s a great expense app for professional services businesses or tradespeople, Expensify is also great for retail and online shops or hospitality businesses.
Take a photo of bills and invoices from suppliers and upload them to Expensify, which will input all of the data and then send it through to Xero.
Create expense reports
Online and offline retailers don’t have to worry about this too much unless they also produce their own products, but for cafes and restaurants that host functions or cater for events, separating the expenses directly related to those functions and events is an important way to track their profitability.
Automatic approvals cut bookkeeping time
By turning on the automatic approvals feature and setting expense rules, you can cut your bookkeeping time by having recurring or trivial expenses automatically approved and sent to Xero, so you can spend more time on the complicated ones that require closer inspection.
By keeping an eagle eye on your expenses using Xero and Expensify you’ll be able to see precisely where your business is most profitable and where it’s not so you can modify it accordingly.
***
Our Xero training courses will show you have to track expenses in Xero and how to connect third party apps to your Xero account. We offer ALL SKILLS LEVELS for ONE LOW PRICE. Find out more.
Are you in business as a bookkeeper, tradesperson, retailer, trainer or real estate agent and want to stand out from the crowd? We can teach you the online marketing techniques to help you do just this! Check out what’s included in our comprehensive Social Media and Digital Marketing online training courses.
Being Jack of All Trades can land you in hot water with BAS
Don’t submit inaccurate financial documents by trying to do everything yourself by way of bookkeeping.
IT’S PERHAPS EASIER TO do your own bookkeeping these days than it used to be; particularly if you’re using a cloud accounting program like MYOB, Xero or QuickBooks, which are among the easiest, yet robust, accounting applications currently on the market.
But even so, there are many aspects of Australian tax that, while accounting software makes it possible to carry them out yourself (like business activity statements, for example), it’s not a good idea unless you really know what you’re doing. Here are the three GST mistakes nearly every business owner makes in their bookkeeping.
No amount of data is too big for Excel’s pivot tables
Go You Excel Pivot Table! Excel’s signature function, the pivot table, is still as useful for making sense of large amounts of data as it ever was.
WE’VE RECENTLY BEEN UPDATING the content for our Excel training courses and were reminded of just how useful Excel is for small businesses. In Excel, you can easily create and manage client databases and then export part or all of that data into a Word document, your accounting software, an email marketing service, or use it in other Excel documents, such as a pivot table.
A pivot table is Excel’s signature, and most powerful, feature — Microsoft trademarked the words ‘pivot’ and ‘table’ in their compound form PivotTable back in the 1990s. So if you intend to use Excel in any meaningful way for your business, knowing how to create and work with pivot tables is an essential skill, one which we cover in our newly-updated, advanced Excel online training courses.
What are pivot tables used for?
A pivot table is a way to quickly summarise and analyse large amounts of data, and the pivot tables you can create in Excel are especially designed for:
Subtotalling and aggregating numeric data
Summarising data by categories and subcategories
Creating custom calculations and formulas
Expanding and collapsing levels of data
Drilling down on details from summary data
Filtering, sorting, grouping and conditionally sorting data
Presenting concise, attractive, and annotated reports
Moving rows to columns and vice versa (‘pivoting’) to see different summaries of source data.
Pivot table data sources
There are a few ways that you can create a pivot table, though the most common way is to use an existing Excel worksheet — a database, for example — as a data source. Here are a few ways to create a pivot table in Excel:
Excel tables: Excel tables are already in list format and are good candidates for pivot table source data. When you refresh the pivot table report, new and updated data from the Excel table is automatically included in the refresh operation.
Using a dynamic named range: To make a pivot table easier to update, you can create a dynamic named range, and use that name as the pivot table’s data source. If the named range expands to include more data, refreshing the pivot table will include the new data.
Create a database in Excel first
The most efficient way to create a pivot table is to create a database in Excel first. Here, you can update and manage as much information about your business — including customer data and financial data — and then use that as a data source for a pivot table.
Managing large amounts of client and business data is not only possible, but also something you can learn fast and with ease with the help of our comprehensive range of online Excel training courses – covering all skills levels.
MICROSOFT EXCEL IS THE most widely-used spreadsheet application in modern computing. It’s ubiquity means most people use Excel on a regular basis, despite never having had any formal training in its many, many, MANY functions.
With its 2013 release, Excel got a serious update, which made it the perfect application to create and manage client and customer databases. Although there are many CRMs available on a subscription that provide the same functions of a database created in Excel, just in a more visually appealing format, they often lack reporting and analysis functions, requiring you to export your data in a Excel sheet anyway.
Flat file databases
Excel’s original ‘flat file’ database still remains the easiest and most basic database to set up and manage, and depending on your business and how you’ll use your database, a flat file database may be all you’ll ever need. If set up correctly, a flat file database will allow you to easily import your customer data into Word, your accounting software, an email marketing service, and so forth.
Relational databases
A relational database is a database that’s structured to recognise relations among the information stored in them. Microsoft offers a relational database program, called Access, which is available with Microsoft Office Professional or higher, or can be purchased separately.
Alternatively, you can create your own relational database in Microsoft Excel, providing you have the 2013 version or newer. When Excel got its update in 2013, it became easier to link charts and cells and to perform searches — all essential features if you’re working with large amounts of business data.
Correct Excel set up is crucial
Once Excel has been set up, it’s as easy as it is powerful to use. Of course, the key is to set it up correctly, so you can avoid errors or having to re-enter large amounts of data to make the format suit another third party software application.
There’s more to profit and loss than meets the eye: Sometimes a company’s losses outweigh its revenue, but it doesn’t mean that company is in a bad position.
It’s not the most detailed financial report, probably because the company itself is still in its early stages — there’s actually a good argument against early stage ventures listing on the stock exchange, but that’s fodder for another post.
Revenue vs. losses for the period
The good news for BuyMyPlace is that its revenue increased 129 percent on the prior comparative period (PCP) to $1 million for H1 FY16/17, up from $133,518 in H1 FY15/16.
That’s an impressive leap in revenues in just 12 months, however, the BuyMyPlace financial results also reveal that the business made an even greater loss of $1.7 million, an increase of 1205 percent on the PCP.
A closer look at the report shows that, while the losses increased more than a thousand percent, it was due to an increased investment in marketing and advertising — principally on TV spots which totalled $517,723 compared with $98,578 the year prior.
This resulted in an 80 percent increase in the number of listings on the site (that is, the number of people using BuyMyPlace to sell their home), while order value increased 27 percent (people who were choosing more expensive packages).
BuyMyPlace is in good health
Although this business recorded losses that outweighed its revenue, BuyMyPlace is still in good financial health.
The report also shows that it has over $4 million in cash and cash equivalents, and only a little over $600,000 in liabilities. Although the liabilities have increased, it’s not due to taking on any additional debt — indeed, BuyMyPlace has paid down all of its loans — but was instead due to a 786 percent increase in staff salaries and, as a consequence, an increase in staff provisions and benefits — i.e., sick and annual leave.
Strategy for future growth
Not many homeowners actually want to sell their properties themselves — one estimate puts it at around 7 percent of the total number of homeowners. However, most people do want greater clarity around how the process works (including fees and commissions) — even if they still want assistance selling their homes.
Perhaps realising this, or perhaps in response to increased competition in the fixed-fee real estate services (see: Purplebricks, Settl, etc), BuyMyPlace also launched its own full service package, giving homeowners access to a real estate agent to sell their home for a fixed fee.
This will enable BuyMyPlace to capture a greater volume of homeowners, who are looking for a low cost alternative to sell their homes, but who don’t want to do it entirely themselves.
The other strategy for growth: increasing listing depth revenues.
At some point, BuyMyPlace will stop growing its market share. Or, in other words, the market of people looking for a low-cost option to sell their home will be tapped out.
But as a business, and as a publicly listed one, BuyMyPlace will need to keep growing its revenue, not merely keep it steady. It’ll need to do as other real estate services, such as REA Group and Domain have done, and increase listing revenue depths, by selling more expensive packages to customers.
BuyMyPlace will need to find additional value it can sell to customers, without necessarily increasing its own expenses to do so — or putting up its prices, which a business can usually only do once it’s cornered about 65 percent of the market, and BuyMyPlace is a long way off that yet.
***
That’s a lesson for every business owner out there. And it’s something we cover in our online Business StartUp Course.
You’ll learn how to run and understand the financial reports for your business in our Xero and MYOB training courses. You can also learn about strategies for business growth in our Business StartUp Course. Or for more information, visit our website.
The simple act of creating an Excel spreadsheet to itemise your expenses can help you keep track of everything eating into your business’ cashflow – even if not strictly deductible.
HAVE YOU RECENTLY STARTED running your own business? Whether you have, or whether you’re about to, reconciling your bank accounts regularly is probably one of the best ways to monitor your expenditure in relation to your income.
Your accounting software will help you to keep track of your income and business expenses and other important things that will affect your start up — such as how long it takes to get paid — while an Excel spending or expense sheet will help you to monitor all of your spending, business or otherwise.
The bank reconciliation process
This starts when you get your bank statement, but you can speed the process up, by entering recurring expenses into your Excel spreadsheet as they occur.
In your Excel spending sheet, you’ll enter the expense in total, but in your accounting software, you’ll only enter the percentage of the expense that relates to your business.
Identify cash flow problems
If your business has poor cash flow, using an Excel spending sheet in addition to your accounting software will allow you to identify what’s causing your cash flow problems. Sometimes cash flow problems are caused by later payers, due to poor credit management processes. Other times, however, you may find that you’re simply not earning enough to cover your expenses each week or month.
To remedy this immediately, you should look through your Excel spending sheet and see if there are any expenses, either business or discretionary ones, that you can reduce or eliminate. Then you should work on increasing your income. That’s easier said than done, which is why you should reduce your spending first.
Forecasting profit
If you don’t identify any cash flow issues, you will be able to begin forecasting profit. Typically, profit just refers to the income left over after all your business expenses have been accounted for.
But there are plenty of start ups and sole traders, who have a profitable business but are not profitable themselves.
That’s because there are many other expenses in your ordinary life — the remaining 70 percent of your internet bill, for example — that you still need to pay for.
If you’re also recording all your other expenses in an Excel spending sheet, you’ll be able to forecast your business’s profit, as well as your own personal profit (otherwise known as savings) with much greater accuracy.
The chart of accounts
In effect, what you’re doing here is creating a chart of accounts. You’ll learn more about the chart of accounts in our Xero and MYOB courses, but they are, in a nutshell, a financial record of every account — asset, liability, equity, revenue, etc — in your business.
We feel your pain! Often businesses lack the cash flow to make super payments, but you always have to pay them in the end…
WHEN YOU’RE SELF EMPLOYED you are responsible for managing your taxes and your superannuation — the latter of which many business owners let go by the wayside. It’s almost always because they don’t have the cash reserves to contribute to their super fund regularly enough.
Just as you would create a budget to make a business investment or asset purchase, you can use Xero and Excel to determine how much super you should contribute on your behalf, and then make the payments.
Run a cashflow report
You’ll learn how to run a cashflow report in our Xero training courses. This report will show you the periods when cashflow is liquid and when it isn’t. Run a cashflow report for a couple of different periods, and export them into Excel. This will give you a better idea of trends and cycles in your business.
You can also use a cashflow report to determine your income before taxes, expenses, and so forth. Superannuation is determined based on gross earnings — or revenue — so you should use this figure to work out your super contributions. This is especially important before end of financial year!
Determine super contributions
At time of writing, the superannuation guarantee is 9.5 percent of your gross revenue, before taxes, expenses, etc. If you set your prices correctly, you should have already factored this 9.5 percent into your prices or hourly rate. If you haven’t, you ought to consider revising what you charge customers and clients.
If you were an employee of a business, your employer would be required to make super contributions on your behalf, at least each quarter. Because you’re self-employed and self-managing your super contributions, you can make them as frequently or infrequently as you like, so long as you’re contributing the correct amounts. (Speak to your accountant or financial advisor, however, if you’re salary sacrificing above the minimum amount — this may affect your tax.)
Make super contributions
Once you’ve determined how much you should contribute to your super fund each quarter, refer back to your cashflow report and to the periods where your cashflow is especially liquid. Are you able to make your contributions each quarter easily, and without compromising your business’s liquidity? Would it be easier to make smaller, more regular contributions?
The decision is yours.
Use Xero to make your super contributions. Xero is connected to a superannuation clearing house, and if you’ve been using to Xero to pay yourself a wage, it’s the easiest way to do so. If you’re not using your accounting software to pay yourself a wage, you can make the payment directly out of your bank account, however, you’ll need to track this in Xero for taxation purposes.
***
Our Xero training courses will show you how run cashflow reports and make wage and super payments, while our Excel training courses will also teach you how to create business budgets and forecasts. Visit our website for more information.
We show you how to carry out market research and competitive analysis in our Business Start Up Course and this blog post will tell you the steps you should take to start deriving income from your business idea.
Have an income on the side
It’s unwise to plunge headfirst into self-employment. You need to have some income behind you while you’re getting your business off the ground. That may even mean leaving full time employment and taking up part time work in a cafe or retail shop. You have bills to pay and it’s neither fun nor productive being unable to. You do, however, need time to work on your business, so you can’t be so time poor and stressed that you can’t devote the necessary time to organising it.
You need to have some income behind you while you’re getting your business off the ground. That may even mean leaving full time employment and taking up part time work in a cafe or retail shop.
Start working as a contractor for other businesses
Initially, be willing to work as a contractor while you build up clients for your own business.
Getting that first job or client is always the hardest part of starting any business. But it’s easier when your business is providing a service and you’re working as a contractor or freelancer.
Whether you’re a bookkeeper, virtual assistant, even a tradesperson, you can apply for jobs working with other businesses, rather than spending money you probably don’t have to market your business, while you wait for clients to find you.
Look for part time, contract or casual jobs you can apply to. If you see a company has been advertising for a full time employee for a while and it appears they’re having trouble filling the position, get in touch with them. Find out if there’s an opportunity for you to work with them on an ongoing freelance or part-time basis, or until they fill the position.
There are many businesses that would like to hire freelancers or contractors but don’t know where to find them, so they continue to employ by traditional means. If you can show them you’re capable, and that there are benefits to using a contractor or freelancer, then the job might just be yours.
Find a recruitment agency
The businesses that do like to hire contractors and freelancers, but don’t want to manage it themselves, go to recruitment agencies. If you’re in any kind of specialised or creative industry — IT, finance, business management, advertising, marketing, etc — then it’s a good idea to get a recruiter, maybe two. It won’t cost you anything, and it’s the best referral marketing a person can get. Plus, it’s always good to have someone in your corner when you’re just starting out, to ensure you’re getting fair market rates, conditions, and the like.
“Packaging” your services
Before approaching businesses or recruiters, you need to understand the value you bring. Sometimes this means combining a number of your skills and gaining other ones, to ensure you’re always in demand.
Are you in business as a bookkeeper, tradesperson, retailer, trainer or real estate agent and want to stand out from the crowd? We can teach you the online marketing techniques to help you do just this! Check out what’s included in our comprehensive Social Media and Digital Marketing online training courses.
I love watching TV. And I have an opinion on many things. Doesn’t mean I can monetise the pairing of these two. Or can I? Did somebody say Gogglebox?
CONFUCIOUS ONCE SAID: “FIND a job you love and you’ll never have to work a day in your life”. That’s good advice, although it’s not always practical.
After all, I love watching television, but it’s probably impractical to try and monetise that to start a business — not impossible; but it is impractical.
Our PowerPoint online training courses will show you how to create your own persuasive and compelling PowerPoint presentations. In this PowerPoint case study, we’re going to show you what our partner, EzyAccess, included in their sales presentations. These sales presentations were then shown to chief executive and senior managers at some of Australia’s largest hospitals.
Explaining “The Problem”
Hospitals are busy places that have lots of people coming and going every day, and a very ad-hoc way to manage them. In most cases, few hospitals policed their visitor and contractor management policies, which exposed them to many risks.
Explaining “The Risk”
Almost anyone could walk into a hospital and have access to its most sensitive areas — operating rooms, for example.
Likewise, contractors hired to perform work could subcontract it out to a person or entity unknown to the hospital and unqualified to perform that work. If that subcontractor or someone else — a patient, say — was injured, the hospital would held responsible.
Explaining “The Solution”
EzyAccess provided a cloud-based safety and compliance system that businesses could use to track visitors and contractors who were visiting their premises. It enabled businesses to stay compliant with Australia’s WHS laws, and to also ensure each person was familiar with the business’s own process and procedures to eliminate the business’s liability if someone was injured.
Chief executive-level presentations
Directors and chief executives are primarily interested in increasing their business’s efficiency and reducing financial risk to the company.
EzyAccess’s chief executive-level presentations explained how the EzyAccess safety and compliance system helped hospitals stay compliant with Australia’s WHS laws, kept their hospitals safe from unknown, unqualified entities, increased employee efficiency and reduced the financial risk of litigation.
Senior manager-level presentations
Unlike chief executives, who could be held personally liable if the business was found in breach of Australia’s WHS laws, senior managers were concerned with how implementing a new system would help (or potentially, impede) their direct reports.
Every business is resistant to change, particularly the implementation of new technologies that could require more time and effort on the part of their staff than the previous system. If this were to occur, there’s the additional risk that adoption would be slow.
The EzyAccess presentations to senior managers explained the adoption strategy in full, and how the system improved staff efficiency by eliminating the need to contact contractors about compliance documents.
Tailor presentations to stakeholders
Just as it’s important to target your ideal customer with your PowerPoint presentations, it’s also important that you target particular stakeholders within a business to ensure they see the value your product or service brings them.
It’s no use focusing an entire presentation to a chief executive on how easy the system is to use — this will certainly be a consideration for any chief executive, yes, but it won’t be the primary one. Just as it’s no good telling the staff on the frontline — the employees actually using the system — how much money and potential litigation it’ll save the company.
Our PowerPoint training courses will teach you how to create persuasive PowerPoint presentations that you can use to target key stakeholders within a business, to help you make a sale or get hired. Alternatively, our sales training courses will show you how to identify and target your ideal customer.
Our course content includes real life case studies to make learning more fun and relevant.
At EzyLearn we are constantly refreshing the content of our online training courses. Where possible, we draw on real-life case studies as examples, to help you learn, and apply your skills, in a relevant way that makes sense. Visit our Micro Courses page to learn more.
Many businesses have started to include videos on the ‘careers’ section of their websites, which demonstrate to potential new people the culture the company values and encourages.
In the past, it’s only been larger businesses that have done this, but it’s becoming more common among smaller businesses too.
Use PowerPoint to train new people
Aside from creating a ‘culture’ video that can be used to show applicants what it’s like to work in your business, a PowerPoint presentation can also be used to train new staff in your processes and procedures once they’re employed. All of this has been proven to help staff productivity.
An on-boarding presentation created in PowerPoint can be used to deliver Work Health and Safety (WHS) training — which is mandatory for all businesses employing staff, whether they’re permanent employees or freelance contractors — induction training, and also explain how your business operates.
Modern employee training for modern times
In the past, on-boarding training — be it WHS, induction or otherwise — has been delivered in person. Sometimes a new employee would be sat in a room to watch a company video and complete a written test on their own.
Other times, companies would gather all new hires (often people who’ve been working at the company for as much as three months, by this point) and have someone from their HR department lead a day of training.
However, both these methods come with flaws because neither one shows much commitment to workplace culture, safety or operating procedures.
Train staff in-house or offsite
EzyLearn offers induction training packages for businesses keen to use our learning management system to deliver training, quizzes, short courses, etc. But you can still use PowerPoint to train staff at your premises, as well as remote workers.
Creating an on-boarding training course in PowerPoint will increase employee engagement, and also ensure each employee understands their role in the business and how it operates. Or for more help on figuring out what you need to include in an online induction, read here.
Case Study: Costs for starting up a second, related business
Contemplating starting a second business, related in some way to your first? Excel can help you forecast start up costs.
A LOT OF BUSINESS OWNERS branch out into related fields when their flagship business becomes successful enough (just look at Jim’s Mowing). However, this can be a bit dicey if the business owner doesn’t properly forecast all the start up costs. Not doing so can not only have an adverse impact on the new venture, but also on the existing business.
In this case study, we’re going to look at the start up costs associated with starting a real estate sales business. With real estate licencing laws changing and digital marketing available to everyone the ability to start your own business and work at home is now very realistic.Continue reading Thinking of Starting a Second Business? Introducing Jerry
If you’re a bookkeeper or real estate agent or someone else who sells professional services, rather than products, providing valuable information about your business or explaining the way it operates can help convert more visitors into customers.
People scan for valuable information
Most of the time, when someone comes to your website for the first time, they’re scanning it to see if you meet a certain criteria they have for a potential supplier.
This could be based on price, services, turnaround times, or something else. If they can’t find this information quickly and easily, they’ll generally move on somewhere else.
Use PowerPoint to convert visitors
Creating a PowerPoint presentation that contains this information, which you can upload slide-at-a-time, or altogether as a video, is an excellent way to present this information to visitors of your website.
This is very useful for bookkeepers and other businesses that have a particular way of working with their clients. Take prospects step-by-step through your process, so they know exactly how your operate and what to expect before they even contact you.
This helps demystify the process, which makes people feel more at ease with the practice of hiring you, and also shows you’re transparent about process, and that makes you trustworthy.
The fewer questions prospects have about you and your business, the more comfortable they will feel about contact and hiring you.
You can use PowerPoint to explain any of your business’s processes that involve the customer, whether it’s your returns or refund policy, setup procedures, or technical support.
Our PowerPoint training courses will teach you how to create persuasive PowerPoint presentations that will convert visitors. Alternatively, our sales training courses will show you how to identify and target your business’s ideal customer.
Struggling to manage your online payroll management? Our Xero and MYOB courses will help you get the most out of this software so you can manage payroll in house.
MANY COMPANIES OUTSOURCE PAYROLL because it contains many moving parts. For instance, there’s the payment of wages each week or fortnight or month, sure. But there’s also superannuation contributions, PAYG obligations, annual and sick leave accrual.
Fortunately, most accounting apps like Xero and MYOB have made payroll easier to manage, particularly if you only have a handful of employees.
Superannuation clearing houses
Nearly every major cloud accounting package has a connected superannuation clearing house within its payroll package. Xero and MYOB are both SuperStream compliant, a government initiative to help business owners tell which accounting software apps will let them make electronic superannuation payments. And QuickBooks uses a partner payroll system which is also SuperStream compliant.
Batch wage payments
Electronic superannuation payments are one way that paying staff is made easier, but paying a dozen or so employees individually each week or fortnight can be tedious. Fortunately, both Xero and MYOB have a ‘pay run’ function that lets you make batch wage payments. This eliminates the tedium of paying employees individually, as well as the potential for error.
Accounting software calculates entitlements
MYOB, Xero and QuickBooks, if you’ve set up your employees correctly and have the appropriate payroll subscription, will also calculate your employees’ sick and annual leave entitlements, also reducing the time it takes to process payroll and the potential for error.
EzyLearn courses now include real life case studies
At EzyLearn we are constantly refreshing the content of our online training courses. Relevant to those of you doing Payroll, might be our Excel Ad Hoc Payroll case study which is part of our Intermediate Excel Online Training Courses. Where possible, we draw on real-life case studies as examples, to help you learn, and apply your skills, in a relevant way that makes sense. Visit our Micro Courses page to learn more.
Is your business suited to clients making online bookings? We have an online course that will teach you how to make the most of Google G-Suite and Google Calendar.
JUST AS YOU CAN USE Google Calendar to create a staff roster, you can also set up and create Google Calendar appointment slots. This is a fabulous way for businesses like hair and beauty salons to let their clients make appointments online.
To enable your clients to schedule appointments using Google Calendar, you’ll need to have a G Suite account for work (or school). G Suite accounts can be a little tricky to set up, but we have courses to show you how, and the beauty is, they come with a boatload of useful tools for small businesses — such as Google Sheets, Docs and Forms.
Create appointment types as staff
Before clients can book appointment times, you’ll need to set up the appointment types. For hair and beauty salons, you may consider setting your staff as the appointment types or the types of appointments you offer — cut and blow dry, foils, etc — so clients can pick the staff member or the appointment type they’d like to make an appointment with.
Create booking button
Use the link Google provides for your appointment page to create an ‘online booking’ button in Facebook or in WordPress, so client can easily access your online booking system from your Facebook page and website.
Move all bookings online
Online bookings won’t eradicate the need to take phone bookings, so it’s really important that you move your entire booking system online.
***
Our Google training courses show you how to setup your G Suite account, share calendars and more. Once you’ve setup your G Suite account, you’ll be able to create Appointment Slots and share your appointments page with clients. Visit our website for more information.
Are you in business as a bookkeeper, tradesperson, retailer, trainer or real estate agent and want to stand out from the crowd? We can teach you the online marketing techniques to help you do just this! Check out what’s included in our comprehensive Social Media and Digital Marketing online training courses. Find out more about the secrets behind LinkedIn and how you can find more work and more clients.
Scheduling for Rostered Staff Can Be Easy — and Free
If you have rostered staff members or shift workers in your business, check out our three suggestions for creating free roster sheets.
SHIFT WORK TYPICALLY EXISTS in businesses that operate outside of regular business hours — on weekends, the wee hours of the morning, late at night — and to be fair to all of the business’ employees, the shifts are rotated. Other times, as in the case of home care nurses, it’s because the employee has to visit a different patient each day of the week.
As such, it’s necessary for these businesses the provide staff members with a roster each week, fortnight or month. Although there are lots of roster programs available, we’re going to look at 3 great ways you can create staff rosters for free.
1. Use Microsoft Excel
One of the exercises in our Microsoft Excel training courses is to create your own staff roster, because once you understand how to change the margins and set up a worksheet correctly, Excel is still one of the most common programs to create a roster in. Most businesses ensure a new roster is available at the premises on the same day each week, fortnight or month, with at least a week’s notice so each employee has time to check their shifts when they’re at work. Other times, they’re printed and emailed to staff, again with at least a week’s notice.
2. Google Sheets
Once you’ve had Microsoft Excel training, you’ll find little difference between Excel and Google Sheets, as the former was so efficient that not even Google could find a way to improve its offering (ditto for Google Docs). Once your roster has been created in Google Sheets you can likewise print it out, email it or, if your staff have Google accounts, share it with them.
3. Google Calendar
This only works if your staff are all using the same domain — i.e., they have a company email address — but if you open up Google calendar, you can start scheduling events as shifts. This may be suitable for call centres or businesses whose employees work in their office, both of which only have a handful of employees and a few shifts to cover. Scheduling lots of staff members across lots of different shifts this way can be tedious.
Type the first 3 characters to discover courses, up-skilling programs and CPD articles.
EzyLearn's Career Academy
Enrolled into an EzyLearn course since 2013? Get access to new & updated course content and support by joining the EzyLearn Course Refresher Access membership Program. See how to extend your course life & support.
Xero is a great bookkeeping program for tradies who are on the go and using their phones (or a tablet) all the time. From receipts scanning to creating quotes and invoices, receiving payments and keeping track of project costs.
bookkeepercourse.com.au/produ…
At EzyLearn we are constantly refreshing the content of our online training courses. Relevant to those of you doing Payroll, might be our 
