Excel & data preparation

Start with approved data and check how each employee will see it.

A recognizable spreadsheet is only part of a reliable send. Check headers, employee identities, recipient addresses and the details visible in personal previews. Pay calculation and approval stay in the existing payroll process.

Begin with your current layout, isolate a small structural sample and compare different roles or same-name employees. If zero items must stay visible or internal columns must remain private, test that requirement in the current template rather than assuming a screenshot proves it.