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Abualhasan1998's avatar
Abualhasan1998
Copper Contributor
Jul 18, 2023

Macros For Performance Management

Hey everyone!

I am an Excel novice and also and HR professional. Frankly, I usually use Excel for payroll and not advanced processes such as Macros and VBAs.

 

I was tasked with creating a Performance Management form. Here's what I have in mind:

 

1. Creating a database of employees along with their departments.

2. Assigning two managers to each employee (One admin and one functional)

3. Creating a box where I can select the manager and see his score

4. After both managers review the employee, the sum of numerical values is divided by two

5. Preferably, a dashboard where I can see historical data (how they got better or worse and in which areas) and comparisons between two employees.

 

Can anyone help me or point me in the right direction such as names of functions or what to do here"? I realize it is no mundane task, but I am very determined to do this...

  • peiyezhu's avatar
    peiyezhu
    Bronze Contributor
    Creating a database of employees along with their departments.

    Why need a database?
    run sql?
    What are the exact problems you want to solve?
    • Abualhasan1998's avatar
      Abualhasan1998
      Copper Contributor

      peiyezhu 

       

      Hey there,

       

      Basically, I have the following problems:

       

      1. The form has a few managers. I need each employee to be rated by 2 managers. Each of these two has to open the form and rate and the sum of their rating divided by two.

      2. I don't necessarily need a database as in SQL but I do need to create a list of employees and a check box or drop list two choose employees.

      3. The ratings need to have a dashboard to check employee performance over a period of time and compare to other employees.

       

      • peiyezhu's avatar
        peiyezhu
        Bronze Contributor
        The form has a few managers. I need each employee to be rated by 2 managers. Each of these two has to open the form and rate and the sum of their rating divided by two.

        Do you want to collect infomation from mutiple users/managers?
        create a list of employees and a check box or drop list two choose employees.
        UI should include a checkbox?
        dashboard
        Chart? or.just a table.

        There are two solutions.
        1,collect info by online form like ms form and data analysis.by sql
        2,collect info by.email and cosolidate all.sheets data analysis by formula or power query。

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