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jhuskey's avatar
jhuskey
Copper Contributor
Oct 07, 2021

How do I automate and populate forms from excel data?

I am looking for forms to be created from excel data for 190+ employees for their annual performance review. Previously this has always been a manual process for HR to create all the forms. I have two separate form templates and all the data I need populated on the forms in a spreadsheet (emp name, dept, title, etc.). The spreadsheet data also has a column noting which form they should receive. Is there a quick way to automatically create all the forms from the data or do I need to manually enter? See attached spreadsheet for example data and the two separate forms (standard vs supervisor forms). Any help is so so greatly appreciated. 

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