Recommended flow for template model editing:

As a best practice, start by generating a baseline spreadsheet template and reviewing the spreadsheet details. Then, edit the underlying template model as needed to define a custom spreadsheet template.

 Open the spreadsheet in Microsoft Excel and familiarize yourself with its details: 

·       Look at the overall structure of the spreadsheet, including the individual worksheets and sheet areas.

·       Review the column groupings in each area to understand the relationships between fields. 

·       Notice which areas and fields are required, conditionally required, and optional. 

·       View comments by resting your mouse pointer over spreadsheet cells.

 Determine whether you want to modify the spreadsheet template.  You can make the following changes: 

·       Worksheets - reorder tabs, rename tabs, change sheet titles, or hide sheets completely 

·       Areas - rename, add Excel cell comments or hide areas completely 

·       Columns - rename, change area labels, override values, select reference ID types, edit Excel cell comments or hide columns completely. You can also maintain occurrences for columns that accept multiple values, such as work tags, address lines, earnings, deductions, and related calculations.