Employee Performance Reviews

[IanPayroll]

My dilemma is this:

I have a word document which employees use to fill in their information for the purpose of performance reviews.

Employee Name:	Adam Adamson
Employee Objective:
To complete this project by June 1, 2022 and be on budget.
	Weighting:​	(5%-50%)
Employee Self-Review Comments
I completed this project on time, but the projected budget was exceeded.
Manager Review Comments:
Project was completed on time. Budget was exceeded due to issues that were not under Adam’s control. Budgeting for areas Adam did control were in line with projected costs.
	Performance Rating:​
	Total Weighting:​

The above example is repeated six times for 6 different objectives, a performance rating is given at the end of each section and a total weighting and is calculated at the end of the sixth “objective”.

Performance Rating has a drop down which includes:

• Exceeded
• Successful
• Partial Met
• Did Not Meet

I have created the same form in excel which addressed this issue of adding the weighting % to ensure 100% weighting is met.

The issue I have now is that the type fields in excel do not function as they do in word for ex; need to hit Alt-Enter to go to the next line and the type field will not adjust with the text typed so employees would need to adjust the row height to fit the text they put in and not overwrite the next sections.

Is the solution to this to simply insert a text box and make it large enough that no one would ever write more than the space provided? Or is there another solution to this problem, one which allows the adding capabilities with a total for each section and a grand total as well as the ease of typing in word? My goal is to capture the data entered by the employee and their supervisor in another excel file to analyze the data.

This form needs to be as user friendly as possible but still have functionality.

I would prefer to keep this in excel over word if possible.

I appreciate your time and assistance with this matter.

 

[Saurabhj]

Hi,

Please check if below solution works:

The type fields in excel do not function as they do in word for ex; need to hit Alt-Enter to go to the next line and the type field will not adjust with the text typed so employees would need to adjust the row height to fit the text they put in and not overwrite the next sections.

- Quick solution: insert text box (Insert -> Text -> Text box). The height of text box will change according to the length of sentence. Also no need to press Alt-Enter to go to next line.
- you can design the form in Excel User form but need to write macro to move the data in excel sheet. This is more user friendly.

In below I have inserted Text box for employee and manager comments.