Worksheet

Client workload count

List each client on its own row, with columns for attendance format, headcount, filings handled, queries last month and who knows the status. Totals at the bottom show whether the work has outgrown spreadsheets.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “Excel or Software for an HR Consultancy Handling Many Client Payrolls”, www.gullysystem.com/blog/excel-or-software-for-hr-consultancy-client-payrolls