Outlook 2007 : Performance Appraisal and Review of employees

[LBaldrey]

Hi everyone,

New here and needing help...

I have been asked to investigate the possibility of using Outlook 200
to automate the Performance Appraisal and Review of employees in m
company.

What should happen is..

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

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

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

Is there a way to do this using Outlook?

Thanks everyone...

Lyndo

 

[Diane Poremsky [MVP]]

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.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

You can access this newsgroup by visiting
http://www.microsoft.com/office/community/en-us/default.mspx or point your
newsreader to msnews.microsoft.com.

 

[LBaldrey]

We have MOSS 2007...

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

Thanks Diane

;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.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

You can access this newsgroup by visiting
http://www.microsoft.com/office/community/en-us/default.mspx or poin
your
newsreader to msnews.microsoft.com.


"LBaldrey" (e-mail address removed) wrote in message

Hi everyone,

New here and needing help...

I have been asked to investigate the possibility of using Outloo
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 et
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

 

[Diane Poremsky [MVP]]

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).

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

You can access this newsgroup by visiting
http://www.microsoft.com/office/community/en-us/default.mspx or point your
newsreader to msnews.microsoft.com.

We have MOSS 2007...

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

Thanks Diane

;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.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

You can access this newsgroup by visiting
http://www.microsoft.com/office/community/en-us/default.mspx or point
your
newsreader to msnews.microsoft.com.


"LBaldrey" (e-mail address removed) wrote in message

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

 

[Dean]

Here is a link to MS Office Online video discussing creating workflows in S.P.

http://office.microsoft.com/en-us/sharepointdesigner/HA102564171033.aspx?pid=CH100667661033

Hope this helps understand the workflow process....

We have MOSS 2007...

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

Thanks Diane

;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.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

You can access this newsgroup by visiting
http://www.microsoft.com/office/community/en-us/default.mspx or point
your
newsreader to msnews.microsoft.com.


"LBaldrey" (e-mail address removed) wrote in message

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

 

[Dean]

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......

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).

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

You can access this newsgroup by visiting
http://www.microsoft.com/office/community/en-us/default.mspx or point your
newsreader to msnews.microsoft.com.

We have MOSS 2007...

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

Thanks Diane

;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.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

You can access this newsgroup by visiting
http://www.microsoft.com/office/community/en-us/default.mspx or point
your
newsreader to msnews.microsoft.com.


"LBaldrey" (e-mail address removed) wrote in message

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

 

[Diane Poremsky [MVP]]

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.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

You can access this newsgroup by visiting
http://www.microsoft.com/office/community/en-us/default.mspx or point your
newsreader to msnews.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......

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).

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

You can access this newsgroup by visiting
http://www.microsoft.com/office/community/en-us/default.mspx or point
your
newsreader to msnews.microsoft.com.

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.

--
Diane Poremsky [MVP - Outlook]



Outlook Tips by email:
mailto:[email protected]

EMO - a weekly newsletter about Outlook and Exchange:
mailto:[email protected]

You can access this newsgroup by visiting
http://www.microsoft.com/office/community/en-us/default.mspx or point
your
newsreader to msnews.microsoft.com.


"LBaldrey" (e-mail address removed) wrote in message

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