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Outlook 2007 : Performance Appraisal and Review of employees

Author
10 Mar 2009 8:22 AM
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

Author
10 Mar 2009 1:34 PM
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: http://www.outlook-tips.net/
Outlook & Exchange Solutions Center: http://www.slipstick.com

Outlook Tips by email:
mailto:dailytips-subscribe-requ***@lists.outlooktips.net

EMO - a weekly newsletter about Outlook and Exchange:
mailto:EMO-NEWSLETTER-SUBSCRIBE-REQU***@PEACH.EASE.LSOFT.COM

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.


Show quoteHide quote
"LBaldrey" <LBaldrey.3fbf***@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
Are all your drivers up to date? click for free checkup

Author
10 Mar 2009 6:11 PM
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.
Show quoteHide quote
>
> 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: http://www.outlook-tips.net/
> Outlook & Exchange Solutions Center: http://www.slipstick.com
>
> Outlook Tips by email:
> mailto:dailytips-subscribe-requ***@lists.outlooktips.net
>
> EMO - a weekly newsletter about Outlook and Exchange:
> mailto:EMO-NEWSLETTER-SUBSCRIBE-REQU***@PEACH.EASE.LSOFT.COM
>
> 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" LBaldrey.3fbf***@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 - -- LBaldrey
Author
11 Mar 2009 1:34 PM
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: http://www.outlook-tips.net/
Outlook & Exchange Solutions Center: http://www.slipstick.com

Outlook Tips by email:
mailto:dailytips-subscribe-requ***@lists.outlooktips.net

EMO - a weekly newsletter about Outlook and Exchange:
mailto:EMO-NEWSLETTER-SUBSCRIBE-REQU***@PEACH.EASE.LSOFT.COM

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.


Show quoteHide quote
"LBaldrey" <LBaldrey.3fc9***@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 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: http://www.outlook-tips.net/
>> Outlook & Exchange Solutions Center: http://www.slipstick.com
>>
>> Outlook Tips by email:
>> mailto:dailytips-subscribe-requ***@lists.outlooktips.net
>>
>> EMO - a weekly newsletter about Outlook and Exchange:
>> mailto:EMO-NEWSLETTER-SUBSCRIBE-REQU***@PEACH.EASE.LSOFT.COM
>>
>> 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" LBaldrey.3fbf***@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 -
>
>
>
>
> --
> LBaldrey
Author
11 Mar 2009 7:11 PM
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......

Show quoteHide quote
"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).
>
> --
> Diane Poremsky [MVP - Outlook]
> Outlook Tips: http://www.outlook-tips.net/
> Outlook & Exchange Solutions Center: http://www.slipstick.com
>
> Outlook Tips by email:
> mailto:dailytips-subscribe-requ***@lists.outlooktips.net
>
> EMO - a weekly newsletter about Outlook and Exchange:
> mailto:EMO-NEWSLETTER-SUBSCRIBE-REQU***@PEACH.EASE.LSOFT.COM
>
> 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" <LBaldrey.3fc9***@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 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: http://www.outlook-tips.net/
> >> Outlook & Exchange Solutions Center: http://www.slipstick.com
> >>
> >> Outlook Tips by email:
> >> mailto:dailytips-subscribe-requ***@lists.outlooktips.net
> >>
> >> EMO - a weekly newsletter about Outlook and Exchange:
> >> mailto:EMO-NEWSLETTER-SUBSCRIBE-REQU***@PEACH.EASE.LSOFT.COM
> >>
> >> 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" LBaldrey.3fbf***@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 -
> >
> >
> >
> >
> > --
> > LBaldrey
>
>
Author
12 Mar 2009 2:10 AM
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: http://www.outlook-tips.net/
Outlook & Exchange Solutions Center: http://www.slipstick.com

Outlook Tips by email:
mailto:dailytips-subscribe-requ***@lists.outlooktips.net

EMO - a weekly newsletter about Outlook and Exchange:
mailto:EMO-NEWSLETTER-SUBSCRIBE-REQU***@PEACH.EASE.LSOFT.COM

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.


Show quoteHide quote
"Dean" <D***@discussions.microsoft.com> 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......
>
> "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).
>>
>> --
>> Diane Poremsky [MVP - Outlook]
>> Outlook Tips: http://www.outlook-tips.net/
>> Outlook & Exchange Solutions Center: http://www.slipstick.com
>>
>> Outlook Tips by email:
>> mailto:dailytips-subscribe-requ***@lists.outlooktips.net
>>
>> EMO - a weekly newsletter about Outlook and Exchange:
>> mailto:EMO-NEWSLETTER-SUBSCRIBE-REQU***@PEACH.EASE.LSOFT.COM
>>
>> 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" <LBaldrey.3fc9***@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 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: http://www.outlook-tips.net/
>> >> Outlook & Exchange Solutions Center: http://www.slipstick.com
>> >>
>> >> Outlook Tips by email:
>> >> mailto:dailytips-subscribe-requ***@lists.outlooktips.net
>> >>
>> >> EMO - a weekly newsletter about Outlook and Exchange:
>> >> mailto:EMO-NEWSLETTER-SUBSCRIBE-REQU***@PEACH.EASE.LSOFT.COM
>> >>
>> >> 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" LBaldrey.3fbf***@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 -
>> >
>> >
>> >
>> >
>> > --
>> > LBaldrey
>>
>>
Author
11 Mar 2009 7:09 PM
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....

Show quoteHide quote
"LBaldrey" wrote:

>
> 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: http://www.outlook-tips.net/
> > Outlook & Exchange Solutions Center: http://www.slipstick.com
> >
> > Outlook Tips by email:
> > mailto:dailytips-subscribe-requ***@lists.outlooktips.net
> >
> > EMO - a weekly newsletter about Outlook and Exchange:
> > mailto:EMO-NEWSLETTER-SUBSCRIBE-REQU***@PEACH.EASE.LSOFT.COM
> >
> > 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" LBaldrey.3fbf***@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 -
>
>
>
>
> --
> LBaldrey
>

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