BSBFIA412 Report on financial activity

This unit describes the skills and knowledge required to prepare financial reports in line with statutory reporting requirements. It encompasses compiling and analysing data.

This unit applies to individuals that are required to apply specialised knowledge and analytical skills to prepare financial reports as part of their job role.

1. Compile and analyse financial data
2. Prepare reports
3. Provide financial business recommendations

• organise and present financial data including budget variances, budgets and forecasts, cash flow/profit reports, balance sheets, financial year reports, operating statements, expenditure and receipts and profit and loss statements to highlight relevant features and meet workplace requirements
• use conversion and consolidation procedures such as moving averages, standardised variables, trend analysis and unit costs
• identify, resolve or refer discrepancies such as absence of auditable trail, expenditure report mismatches, incorrect payments and unreconciled cash flows
• record income and expenditure to meet statutory requirements
• calculate liabilities for tax including completing Business Activity Statements
• provide financial business recommendations
• apply knowledge of relevant legislation and regulations
• perform double entry bookkeeping and accrual accounting.

• the key provisions of legislation, regulation and codes of practice relevant to financial operations
• the techniques used for forecasting and analysis
• the options, methods and practices for deductions, benefits and depreciations
• current business taxation requirements for preparing corporate accounting reports
•  current financial legislation and statutory requirements relating to taxable transactions and reporting requirements
•  ethical requirements associated with preparing financial reports for corporate entities, including conflict of interest, confidentiality, and disclosure requirements
•  industry-standard methods and formats used to present financial data.

BSBFIA302 Process payroll

This unit describes skills and knowledge required to process payroll from provided data using manual and computerised payroll systems.

It applies to individuals employed in a range of work environments who are responsible for payroll functions within an organisation. They may work as individuals providing administrative support within an enterprise, or may be other members of staff who have been delegated payroll responsibilities.

1. Record payroll data
2. Prepare payroll
3. Handle payroll enquiries

• plan and perform payroll calculations in accordance with all legislative and organisational requirements, and predetermined timelines
• refer enquiries outside area of responsibility to an appropriate authority

• key provisions of relevant legislation, standards and codes of practice that may affect payroll operations
• relevant organisational policies and procedures
• different types of payroll systems

BSBWRT401 Write complex documents

This unit describes the skills and knowledge required to plan documents, draft text, prepare final text and produce documents of some complexity.

It applies to individuals who work in a range of business environments and are skilled in the creation of reports, information and general promotion documents that are more complex than basic correspondence, memos or forms and that require review and analysis of a range of information sources.

1. Plan documents
2. Draft text
3. Prepare final text
4. Produce document

• plan, draft and finalise complex documents that require review and analysis of a range of information sources
• use business technology to apply formatting, and incorporate graphics
• edit the draft text to ensure accuracy and clarity of information, obtain feedback on the draft and revise the draft, apply the enterprise style guide/house style

• enterprise style guide/house style
• formatting styles and their impact on formatting, readability and appearance of documents
• rules and conventions for written English, as defined by general and specialist sources

BSBREL401 Establish networks

This unit describes the skills and knowledge required to develop and maintain effective work relationships and networks through relationship building and negotiation skills required by workers within an organisation as well as freelance or contract workers.

It applies to individuals with a broad knowledge of networking and negotiation who contribute well developed skills in creating solutions to unpredictable problems through analysis and evaluation of information from a variety of sources. They may have responsibility to provide guidance or to delegate aspects of tasks to others.

1. Develop and maintain business networks
2. Establish and maintain business relationships
3. Promote the relationship

• identify and use networking opportunities
• maintain records of relevant contacts
• use written and verbal communication skills to establish, cultivate and promote professional business relationships
• use feedback to improve promotional activities

• strategies for establishing and maintaining business relationships
• relevant networks, organisations, agencies, associations or individuals
• the principles and techniques needed to negotiate positive outcomes
• client or organisational policies, plans and procedures relevant to business relationships
• methods for obtaining feedback on promotional activities

BSBWHS401 Implement and monitor WHS policies, procedures and programs to meet legislative requirements

This unit describes the skills and knowledge required to implement and monitor an organisation’s work health and safety (WHS) policies, procedures and programs in the relevant work area in order to meet legislative requirements.

It applies to individuals with supervisory responsibilities for implementing and monitoring the organisation’s WHS policies, procedures and programs in a work area. These individuals have a broad knowledge of WHS policies and contribute well developed skills in creating solutions to unpredictable problems through analysis and evaluation of information from a variety of sources. They provide supervision and guidance to others and have limited responsibility for the output of others.

1. Provide information to the work team about WHS policies and procedures
2. Implement and monitor participation arrangements for managing WHS
3. Implement and monitor organisational procedures for providing WHS training
4. Implement and monitor organisational procedures and legal requirements for identifying hazards and assessing and controlling risks
5. Implement and monitor organisational procedures for maintaining WHS records for the team

• explain clearly and accurately to work team the relevant work health and safety (WHS) information including:
  • WHS legislative and organisational requirements
  • identified hazards and outcomes of risk assessment and control
• ensure that the team has access to information about WHS policies, procedures and programs in appropriate structure and language
• implement and monitor procedures according to organisational and legislative WHS requirements including:
  • consultation and communications to enable team members to participate in managing WHS risks and hazards
  • identifying WHS training needs and providing learning opportunities, coaching and mentoring as appropriate to needs
  • identifying, reporting and taking action on WHS hazards and risks
  • identifying and reporting inadequacies in existing risk controls and monitoring outcomes to ensure a prompt organisational response
  • reporting on the cost of WHS training
• keeping WHS records
• analysing aggregate WHS data to identify hazards and monitor risk control procedures in work area

• legal responsibilities and duties of managers, supervisors, persons conducting businesses or undertakings (PCBUs) and workers in relation to WHS risk management in the workplace
• key provisions of relevant WHS Acts, regulations and codes of practice that apply to the business and outline how they apply in the work area
• organisational policies and procedures relating to hazard identification, risk management, fire, emergency and evacuation, incident investigation and reporting
• importance of effective consultation mechanisms in managing health and safety risks in the workplace
• how the hierarchy of control applies in the work area

BSBLDR511 Develop and use emotional intelligence

This unit covers the development and use of emotional intelligence to increase self-awareness, self-management, social awareness and relationship management in the context of the workplace.

It includes identifying the impact of own emotions on others in the workplace, recognising and appreciating the emotional strengths and weaknesses of others, promoting the development of emotional intelligence in others and utilising emotional intelligence to maximise team outcomes.

It applies to managers who are required to identify, analyse, synthesise and act on information from a range of sources and who deal with unpredictable problems as part of their job role. They use initiative and judgement to organise the work of self and others and plan, evaluate and co-ordinate the work of teams.

1. Identify the impact of own emotions on others in the workplace
2. Recognise and address the emotional strengths and weaknesses of others
3. Promote the development of emotional intelligence in others
4. Utilise emotional intelligence to maximise team outcomes

• conduct an analysis to identify own emotional strengths, weaknesses, stressors, emotional states and triggers, incorporating feedback from others
• identify workplace situations and environments that may trigger an emotional response
• model behaviours that demonstrate management of emotions
• recognise the impact that cultural behaviours and beliefs may have on workplace interactions
• recognise and respond to the emotional states of others
• use emotional intelligence of self and others to enhance team performance
• promote the development of emotional intelligence in others.

• emotional intelligence principles and strategies
• key elements of the relationship between emotionally effective people and the attainment of business objectives
• strategies for communicating with a diverse workforce which has varying cultural expressions of emotion
• key features of emotional intelligence in the context of building workplace relationships.

BSBITU401 Design and develop complex text documents

This unit describes the skills and knowledge required to design and develop business documents using complex technical features of word processing software.

It applies to individuals who work in a range of business environments and have skills which may be applied in the provision of administrative support within an enterprise, or by technical/knowledge experts responsible for producing their own word processed documents.

1. Prepare to produce word processed documents
2. Design complex documents
3. Add complex tables and other data
4. Produce documents

• follow organisational and safe work practices including:
  • ergonomic requirements
  • energy and resource conservation techniques
• adhere to organisational requirements for:
  • producing documents within designated timelines
  • naming and storing documents
• adhere to task requirements when producing complex documents including:
  • using appropriate styles and layout consistently throughout the document
  • using correct formatting and document structure
• resolve issues by referring to user documentation and online help
• use appropriate data storage options
• apply knowledge of complex operation and functions of industry software applications
• communicate with relevant personal

• various formatting styles and their effect on formatting, readability and appearance of documents
• organisational requirements for ergonomics, work periods and breaks, and conservation techniques
• the purpose and contents of an organisational style guide

BSBITU402 Develop and use complex spreadsheets

This unit describes the skills and knowledge required to use spreadsheet software to complete business tasks and produce complex documents.

It applies to individuals employed in a range of work environments who require skills in creation of complex spreadsheets to store and retrieve data. They may work as individuals providing administrative support within an enterprise, or may be independently responsible for designing and working with spreadsheets relevant to their own work roles.

1. Prepare to develop spreadsheet
2. Develop a linked spreadsheet solution
3. Automate and standardise spreadsheet operation
4. Use spreadsheets
5. Represent numerical data in graphic form

• follow organisational and safe work practices including:
  • ergonomic requirements
  • energy and resource conservation techniques
• adhere to organisational requirements for:
  • ensuring consistency of style, design and layout
  • saving and printing documents within designated timelines
  • naming and storing documents
• adhere to identified or task requirements when producing documents including:
  • editing macros and automating some tasks
  • using appropriate templates
  • creating graphs to represent data
  • resolve issues by referring to user documentation and online help
  • use appropriate data storage options
  • evaluate tasks to improve efficiency
  • apply knowledge of functions and features of contemporary computer applications
  • communicate with relevant personnel

• advanced functions of spreadsheet software applications
• the impact of formatting and design on presentation and readability of data
• organisational requirements for ergonomics, work periods and breaks, and conservation techniques

BSBADM405 Organise meetings

This unit describes the skills and knowledge required to organise meetings including making arrangements, liaising with participants, and developing and distributing meeting related documentation.

It applies to individuals employed in a range of work environments who are required to organise a variety of meetings. They may provide administrative support within an enterprise, or have responsibility for these tasks in the context of a particular team, workgroup or project.

1. Make meeting arrangements
2. Prepare and distribute documentation for meetings
3. Record and produce minutes of meeting

• organise a meeting and advise participants accordingly
• prepare and distribute all documentation required for the meeting
• take meeting notes which accurately reflect what was discussed during the meeting
• produce minutes based on own notes providing an accurate account of the meeting
• circulate copies of meeting minutes within predetermined timeframes

• culturally appropriate communication techniques
• relevant formats for agendas and minutes
• key provisions of relevant legislation
• organisational procedures relevant to the task