Oct 07 2021 10:15 AM
Help :
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.
Oct 07 2021 11:40 AM
See the attached version. It is now a macro-enabled workbook so you'll have to allow macros when you open it.
Oct 07 2021 12:46 PM
Oct 07 2021 12:55 PM
SolutionYou can view the code as follows:
Press Alt+F8.
Select GenerateForms.
Click Edit.
The code determines the last used row in column B.
Then it loops through the rows from row 2 to the last row.
Depending on the type of review, it copies the Standard Review sheet or the Supervisory Review sheet to a new workbook.
It copies the contents of the cells in columns B, D, E and F to the appropriate cells in the review.
Finally it saves the new workbook with the name of the employee in the same folder as the template workbook.
Oct 13 2021 05:51 AM
Oct 07 2021 12:55 PM
SolutionYou can view the code as follows:
Press Alt+F8.
Select GenerateForms.
Click Edit.
The code determines the last used row in column B.
Then it loops through the rows from row 2 to the last row.
Depending on the type of review, it copies the Standard Review sheet or the Supervisory Review sheet to a new workbook.
It copies the contents of the cells in columns B, D, E and F to the appropriate cells in the review.
Finally it saves the new workbook with the name of the employee in the same folder as the template workbook.