How to Develop a Social Media Policy for Your Company

Posted by James on November 13, 2018 at 10:39 AM

In our blog post last week on the topic of addressing the use of social media in the workplace, we suggested that companies develop a sensible social media policy to help set guidelines and rules around acceptable and unacceptable behavior when it comes to socializing online. That sounds reasonable, but where do you begin? We have a free template for download to help you with that starting point. Whether you use this resource or develop your own from scratch, here are a some key elements that any social media policy should consider including.

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Topics: HR Policies, Human Capital Management, Human Resources

Excel Tip Tuesday: Making Excel Speak!

Posted by Lisa on November 13, 2018 at 10:15 AM

Have you ever worked late and wished that there was someone to talk? Maybe even someone who could help you do your work? Did you know that Excel can actually speak? And it's a really diligent co-worker, too. Making Excel speak can come in handy if you need someone to read numbers to you while you check them off of a report for the purposes of reconciling the books. It can also recite poetry, but maybe we’ll get to that in another blog…

You might be really excited by now and enthusiastically asking, "How do you make Excel speak?" Remember when we went over customizing the Quick Access Toolbar? We’re going to use that knowledge now to create a shortcut, and then you will have that person - oh okay...that A.I. - that can read numbers to you while you're doing all that reconciling.

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Topics: Excel

Sage 100 Year End Updates for 2018

Posted by B/P News & Notes on November 9, 2018 at 3:09 PM

On December 19th, Sage will release a year-end Interim Release Download (IRD) with program changes for Accounts Payable and Payroll, as well as a 2019 Tax Table Update. Please note that the IRD and Payroll Tax Table Update are available for only specific versions of Sage 100 and Sage 100cloud; so please keep reading to find out which versions those are!

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Topics: Sage 100, Sage 100 Payroll, Sage 100Cloud, Taxes

How to Create a Backup Plan for Your Business

Posted by Dionne on November 8, 2018 at 2:13 PM

Having the right backup solution can save your company from losing important data, having to pay a ransom to retrieve it, or potentially costing your business the valuable secrets that keep it competitive. At the very least, nobody wants to re-key all of their accounting data if something goes wrong after, say, a long period-end process. These are all real consequences that have brought clients to us for help and a plan.

Still, it’s difficult to know how to begin developing a backup plan without some guidance. Here are some key questions we ask when helping customers design a new backup strategy…or evaluate the effectiveness of a current one:

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Topics: Information Technology, Business Technology, Technology Services, Backups

Excel Tip Tuesday: Quiz Time!

Posted by Lisa on November 6, 2018 at 10:30 AM

For several months now, I've been providing you with tips and tricks to help you use Excel more intelligently and efficiently. We've looked at Auto Filters in order to be smart about filtering and sorting data, we've played with grouping as an intelligent alternative to hiding - and losing - rows and columns, we've seen what more the fill handle can do, and we've had fun with formulas.

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Topics: Excel

How to Address Social Media in the Workplace

Posted by Christy Putnam on November 6, 2018 at 10:00 AM

The use of social media in the workplace has grown dramatically as people have become more - and more constantly - connected via mobile devices. Merriam-Webster offers a fairly common definition of social media: "forms of electronic communication through which users create online communities to share information, ideas, personal messages, and other content."

Some of that sounds great for business, right? After all, creating online communities and sharing information and ideas are basic goals of any business's marketing department. Frequently, however, organizations approach social media with suspicion and trepidation. These attitudes often lead to attempts to fully control its use that end up with managers frustrated by a lack of discipline, employees feeling that they're being treated like children, and everyone demoralized.

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Topics: Human Resources, HR Policies, Social Media

The year-end countdown begins. Here's a free HR and Payroll checklist!

Posted by Christy Putnam on November 1, 2018 at 2:47 PM

It's November. That's right...November! That means we're just over 60 days from the end of 2018.

"AAAHHHHHHHH!!!"

Am I right?

This is the time of year when HR and payroll professionals are fretting about all the things they don't feel they'll have time to finish. What are those things? You mean you haven't made a list of benefits, compliance, and company culture tasks that need to be wrapped up before the end of 2018? Don't worry...we made one for you.

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Topics: Human Resources, Company Culture

Excel Tip Tuesday: Customizing the Quick Access Toolbar

Posted by Lisa on October 30, 2018 at 10:30 AM

How much extra time do you spend clicking back and forth between the tabs on the ribbon in Excel? Are there things you do often enough that having a simple shortcut to them would be a huge time saver? For example, remember the previous Excel Tips for freezing panes, grouping (rather than hiding), and using the Format Painter? All of these and more can be added to the Quick Access Toolbar in Excel, giving you almost instant access to the features you use on a routine basis. Here's how.

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Topics: Excel

Excel Tip Tuesday: More IF Functions

Posted by Lisa on October 23, 2018 at 10:30 AM

After reading last week's blog post on the IF formula, perhaps you started browsing through other Logical Functions using the fx button in the formula bar. If so, you might have noticed that there are several different IF functions. These are useful, say, for IF you want to add together a list of values based on a specific criteria. Or what IF you want to count data based on a specific criteria or even find the average? Here are some examples of what you can do with the SUMIF, COUNTIF, and AVERAGEIF functions in Excel. In the first two columns I show samples, the next column is a description of the formula, then a view of the formula, and, finally, the formula results in the last column.

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Topics: Excel

Excel Tip Tuesday: What IF?

Posted by Lisa on October 16, 2018 at 10:30 AM

The IF formula is considered a Logical Function in Excel, but sometimes it can seem anything but logical. Years ago, I created a cheat sheet in Excel for IF formulas that has helped me, and so I want to share it here with you.

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Topics: Excel

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