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Creating a checklist based on job description

  1. #1
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    Creating a checklist based on job description

    I am trying to create a checklist in Excel for new hires. Essentially, the checklist will depend on the division and skill level.

    If the division is "Marketing" and the individual is "Entry Level", I want it to go to the "Task" column (Column A) of the worksheet "Onboarding" and insert specific information since each individual will have a different onboarding path. For instance:

    I need to specify the division in the VBA code and the skill level. Then, I need it to go through a specific set of tasks and whether or not to include them in the worksheet that will be produced. An entry level marketer might have a list of 4 potential onboarding tasks:

    1. Health and Safety
    2. Communication
    3. Project Management
    4. Educational Development

    I want to be able to write in the VBA editor "Yes" or "No" next to each task. If a "Yes" is placed next to tasks 1 and 3, I want to have the Onboarding worksheet populated with:

    Column A:

    Task
    Health and Safety
    Project Management

    For column B, I want this portion to be a manual entry that the individual does for whether or not it was completed so I don't need to automate that part

    Any advice for a newbie such as myself would be tremendously appreciated.

  2. #2
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    Re: Creating a checklist based on job description

    Attach a sample workbook (not a picture or pasted copy). Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.
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    Re: Creating a checklist based on job description

    See attached. Essentially, I want to be able to manually input "Y" or "N" after each of the tasks in the right array. If I type Y, I want it to append that task to an array of tasks they need to complete.
    Attached Files Attached Files

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    Re: Creating a checklist based on job description

    I'm an idiot. I didn't include Data Security in the right array.

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    Re: Creating a checklist based on job description

    Sharing what we use in our daily work and feedback on how best we can improve makes this forum special. great work , special people.

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