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Performance Management
Michelle Mullen 

3 years ago
I am looking to build a database to track employee performance. We currently use an Excel Spreadsheet. My boss has chosen to break the reporting periods up into Blocks (A-J), made up of 4 weeks. So I have 10 spreadsheets named Block A, Block B, etc, made up of a Sheet per employee to track that individuals performance. I also have a sheet called Dashboard on each spreadsheet, that reflects the overall score of each employee for that Block and a Scoring Sheet, that prints a report of sorts for the employee that shows them their overall scores for that Block. The rows of the spreadsheet store 15 yes/no questions that equal a value of 1 if the answer is yes. The columns have the are broken up into week 1, week 2 and so on with the individual dates underneath. The cells store the value 1 if the employee has completed the performance task. At the end of the columns, I have a calculated field that shows the scores per performance question, per block.
I would like to turn this into a database, that has a form that I can enter the individual employees scores, a form where a can select an employee from the list and view a particular range of scores (by week and block), email a report to the employee with an overview of their score per week and block, and email my boss, weekly and monthly reports showing how each employee is tracking. I would like assistance on the best way I could create this database.
Scott Axton  @Reply  
        
3 years ago
Michelle there is literally multiple weeks worth of lessons and videos here that can help you out.

I don't know if you have any experience with Access.  The learning curve for Access is a bit higher but,  in my opinion, well worth the effort in the long run.

The best place to start any journey is at the beginning.  Access Beginner 1 is free and will get you started learning Access.
I recommend that you don't start your own project until you have at least started the Expert Series.

Bare minimum, after the Beginner 1 linked above, I recommend:
1. Create yourself an account here so you don't have to go the Visitor route every time.
2. I highly recommend and suggest that you look at joining the Memberships.  Especially the TechHelp Memberships.  For about the cost of a cup of coffee per month you get access to the extended cuts, discounts on the courses, and, depending on the level you join at, 1 free course (in order).
Not sure if you will like it?  Start out with a 1 month (Gold is where I would start at $9.99  - That way you have the ability to download the samples). It's very easy to cancel if you decide it isn't for you.  Richard is always happy to upgrade you if you decided you want to go Annual to get the discounted rate.
Scott Axton  @Reply  
        
3 years ago
BTW - I'm not an employee, so I'm not paid to say the things I did above.  I just truly LOVE Access and helping people out  - specially newcomers to the fold.

There are a bunch of great moderators, veterans, and even users with varied experience levels that are more than willing to help you out along your path.

Learning Access is a great way to increase your worth to your employer as well.  A very desirable skill, that not many have, that you can add to a resume.

This thread is now CLOSED. If you wish to comment, start a NEW discussion in Visitor Forum.
 

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