Outlook 2007 : Performance Appraisal and Review of employees

  • Thread starter Thread starter LBaldrey
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LBaldrey

Hi everyone,

New here and needing help...

I have been asked to investigate the possibility of using Outlook 2007

to automate the Performance Appraisal and Review of employees in my

company.

What should happen is..

1.The Employee will fill in an email template perhaps with the

Performance Review Excel Sheet regarding their achievements etc during

the year.

2. When they have done filling it in and click send it should be sent

automatically with the Excel sheet attached to their respective Line

Manager.

3. The Line Manager will in turn update the Excel File with their

comments and when they click send it should be sent automatically to

the respective top management.

Is there a way to do this using Outlook?

Thanks everyone...

Lyndon

LBaldrey
 
it would require workflow.

do you use sharepoint? That might be better for this - but either way,

you'll need to do some forms or workflow design.

"LBaldrey" <LBaldrey.3fbf40f@outlookbanter.com> wrote in message

news:LBaldrey.3fbf40f@outlookbanter.com...

> Hi everyone,

> New here and needing help...

> I have been asked to investigate the possibility of using Outlook 2007
> to automate the Performance Appraisal and Review of employees in my
> company.

> What should happen is..

> 1.The Employee will fill in an email template perhaps with the
> Performance Review Excel Sheet regarding their achievements etc during
> the year.

> 2. When they have done filling it in and click send it should be sent
> automatically with the Excel sheet attached to their respective Line
> Manager.

> 3. The Line Manager will in turn update the Excel File with their
> comments and when they click send it should be sent automatically to
> the respective top management.

> Is there a way to do this using Outlook?

> Thanks everyone...

> Lyndon

> > LBaldrey
 
We have MOSS 2007...

I am new to Sharepoint so I hope you can help me understand...

Thanks Diane

'Diane Poremsky [MVP Wrote:
> ;295836']it would require workflow.

> do you use sharepoint? That might be better for this - but either way,

> you'll need to do some forms or workflow design.



LBaldrey
 
It's possible to do it in Outlook - there is an outlook.programs_forms

newsgroup on this server. This really isn't the place for sharepoint help

(there are sharepoint groups here too).... you can make libraries with forms

users can fill out. You can also use Infopath (if each user has it).

Outlook Tips: http://www.outlook-tips.net/
http://www.slipstick.com

or point your

"LBaldrey" <LBaldrey.3fc9cd5@outlookbanter.com> wrote in message

news:LBaldrey.3fc9cd5@outlookbanter.com...

> We have MOSS 2007...

> I am new to Sharepoint so I hope you can help me understand...

> Thanks Diane

 
Diane:

How do we know which group to ask - i am fighting a Outlook forms /

SharePoint issue - who do I approach????? Outlook say's SP - SP say's

Outlook. Meanwhile - I'm still plugging along......

"Diane Poremsky [MVP]" wrote:


> It's possible to do it in Outlook - there is an outlook.programs_forms
> newsgroup on this server. This really isn't the place for sharepoint help
> (there are sharepoint groups here too).... you can make libraries with forms
> users can fill out. You can also use Infopath (if each user has it).

 
It depends on which app you are working in. <g> Outlook forms sending data

to sps, use outlook for everything related to the outlook side. If

connecting to the sps database isn't working, go to sps. Designing

libraries or sps forms, sps forums can assist.

Outlook Tips: http://www.outlook-tips.net/
http://www.slipstick.com

or point your

"Dean" <Dean> wrote in message

news:3073C007-C7F4-445B-B465-EF85F3F722E2@microsoft.com...
> Diane:
> How do we know which group to ask - i am fighting a Outlook forms /
> SharePoint issue - who do I approach????? Outlook say's SP - SP say's
> Outlook. Meanwhile - I'm still plugging along......

 
Thanks so much for great topic. It's useful for me. If you have any documents relating, pls post or send me. Tks advance
 
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