Introduction to Actus
Audit procedures for new hires
Datasnipper
Digita Accounts production for new hires
Email management
Excel – basic
Excel – intermediate
P11Ds
Timesheets Q&A drop in
Writing Skills – Style and Structure
We will guide you through our online appraisal system which is used to facilitate performance reviews throughout the firm. It encourages yearround conversations and ongoing feedback to put your personal development at the heart of the discussion. Actus is your key tool for setting objectives, preparing for and recording appraisals, logging 1-2-1 meeting with your manager, as well as your training and development needs.
Dates
This training is aimed at all new joiners and those wanting a refresher session on Actus, either as an appraiser or appraisee.
Everyone is welcome to attend these short sessions and training will be delivered virtually on MS Teams by Natasha Ireland (HR).
The sessions run monthly and you will need to register your attendance here by choosing one of the following dates:
Once registered, you will receive an MS Teams invite nearer the time.
An introduction to Hazlewoods’ audit procedures for new experienced audit hires, covering a range of areas including:
(a) overall responsibility in the context of the engagement
(b) Hazlewoods methodology
(c) audit software, etc.
Dates
Everyone is welcome to attend these short sessions and training will be delivered in-person by David Main (Technical Partner).
This training is aimed at all new joiners and those wanting a refresher session on Actus, either as an appraiser or appraisee.
The sessions run six-monthly and you will need to register your attendance here by choosing one of the following dates:
20 March
18 September
Once registered, you will receive a Training invite nearer the time.
An introduction to Datasnipper, a tool used for data processing and reviewing in audit.
This training is aimed at all new starters who would be performing audit functions. Training session will include:
• Overview of the tools
• Examples of where to best use Datasnipper during an audit
• Tips for best use
Everyone is welcome to attend this short session and training will be delivered virtually on MS Teams by Fran Bolton (Audit).
This training is aimed at all new joiners and those wanting a refresher session on Actus, either as an appraiser or appraisee.
The session runs once a year on 18 May and you will need to register your attendance here.
Once registered, you will receive an MS Teams invite nearer the time.
New hires’ training covering the following:
Digita archival process
Rolling forward accounts/setting up a new client
Importing TBs
Importing journals
Navigating the accounts
Accounts mapping
Updating disclosures
Other basic tips
View the videos
Anyone involved in preparing accounts should visit the Digita Accounts Production eHub page here where you’ll find useful training videos.
If you have any questions after you’ve watched them, please contact Alastair Main.
Emails are a big part of our working day. We can receive so many that it doesn't take long for them to get wildly out of hand!
If your inbox makes you feel overwhelmed, then this training is here to help. The training includes:
Practical tips; like useful settings to have on your Outlook
A visualisation of the mindset we should be having when it comes to emails
Step by step guide to what to do in an email panic
How to fix bad email habits
And more!
There are many reasons why keeping a clear and organised inbox benefits our clients, our colleagues, and ourselves. This session is designed to guide you through simple, practical steps to help you achieve exactly that!
Everyone is welcome to attend these short sessions and training will be delivered virtually on MS Teams by Gina Dytham (Tax secretary).
The sessions will run quarterly and you will need to register your attendance here by choosing one of the following dates: 12 May 19 August 12 November
Once registered, you will receive an MS Teams invite nearer the time.
This training session will guide you through the basics:
Key ribbon tools - which of the more popular functions are on which tabs, etc?
Navigation - scroll bars, keyboard shortcuts, go to, find and replace.
Data entry - entering text, numbers, dates, formatting cells, auto fill/flash fill, wrapping text.
Basic formulas - SUM, AVERAGE, COUNT, etc. (a quick recap rather than in-depth).
Absolute vs Relative Cell References - benefits of each.
Page setup and printing.
Everyone is welcome to attend these short sessions and training will be delivered virtually on MS Teams by Ben Jenkins, Jenks Consulting.
The sessions throughout the year for new hires and you will need to register your attendance here by choosing one of the following dates:
16 April
14 October
Once registered, you will receive an invite nearer the time.
This training session will guide you through:
• Functions - IF (potentially some other logical functions such as AND, OR), XLOOKUP, DATE, TODAY etc. (if time allows, and there is appetite for it, practice nested functions).
• Pivot tables - How to create and manipulate.
• Tables - Creating and formatting tables, sorting, filtering, structured references (why work with tables instead of fixed ranges?).
• Charts - Create various chart types (column, bar, pie, line). Add/edit chart elements (a very basic overview of charts, as they can quickly be customised and become complex).
• A brief overview of the following:
- Conditional Formatting - Highlight cells based on values, colour scales, icon sets.
- Data Validation - Create drop down lists, limit entries to certain values or types.
Dates
Everyone is welcome to attend these short sessions and training will be delivered virtually on MS Teams by Ben Jenkins, Jenks Consulting.
The sessions throughout the year for new hires and you will need to register your attendance here by choosing one of the following dates: 13 May 11 November
Once registered, you will receive an invite nearer the time.
Anyone involved in preparing P11Ds this year may be interested, either as a refresher or as a background for first time preparers.
This training is aimed at all new joiners and those wanting a refresher session on Actus, either as an appraiser or appraisee.
Everyone is welcome to attend this short session and training will be delivered virtually on MS Teams by Sophie Woodward (Tax).
The session runs once a year on 15 April and you will need to register your attendance here.
Once registered, you will receive an MS Teams invite nearer the time.
This is your chance to ask a member of the Finance team about any aspect of timesheets completion, such as:
How is glide time (flexi) calculated and how do I post it?
Which training matter should I use?
How do I add chargeable time?
Where can I find my flexi and holiday figures?
Everyone is welcome to attend these short sessions and training will be delivered virtually on MS Teams by Freya Crouch (Finance).
The sessions run quarterly and you will need to register your attendance here by choosing one of the following dates:
Once registered, you will receive an MS Teams invite nearer the time.
The aim of this course is to give participants the skills and confidence to produce professional business documents that communicate the relevant information concisely and are in line with the firm’s style and tone of voice.
This workshop will cover:
• Planning and preparation
• Report structure
• Hazlewoods brand tone of voice
• The Fog Index
• Visual impact
• Tables, charts and graphs
Dates
These short sessions are aimed at those of you who have recently qualified, or Associates and above who are new to the business. Training will be delivered in person by John Trimbos (Rhodes Training).
The sessions run are once a year and you will need to register your attendance either for the morning or afternoon session by clicking below:
21 April am
21 April pm
Once registered, you will receive a Training invite nearer the time.