Hi Everyone:
I am trying to automate a performance review form which is on excel. The form will evaluate different factors. Managers will be able to check the box which best meets their answer for each factor. What I am trying to do is automate the form so if they check Exceeds Expectations (for example). On the Summary of Peformance chart on another page, a check mark would automatically populate in the appropriate corresponding cell (I have highlighted both of these areas in turquoise). If they check Meets Expectations, the summary page would populate that cell (highlighted in peach). There are also (2) check boxes on the right side of the form which are specifically for Improvement. If someone needs improvement, the manager has to select either Immediate (orange) or Further Development (purple). Which ever check box they select, the appropriate check would be populated on the summary sheet. Please note that I have only highlighed these areas so you can easily see what I am referring to on the attached sample. Once the form is finalized, there will not be any highlighted areas. I have only provided one factor in this example. There are several more factors to evaluate, and the goal is that the summary chart will automatically have the appropriate check mark for each additional factor.
I appreciate any help possible. I have tried searching excel myself for an answer and think this may be a macro (however I am not proficient with marcros if that is the case).
Thank you so much.
Annita Goldy
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edited this time
Hope that helps.
RoyUK
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