Advise on Duane Hookoms "Employee Evaluation" 1

[houstonbill]

I am working with Duanes wonderful Employee Evaluation I downloaded from his library (

http://www.rogersaccesslibrary.com/Otherdownload.asp?SampleName='Employee Evaluation')

and it is exactly what I am looking for and have begun work on. What I am looking for is a bit of advice as I will need to make some modifications.

The database will be used by Managers/Directors only to evlauate their non-union leaders. (1) Although 3 leaders may work for the same manager, they will have different goals they are appraised on. I was thinking that to use a dropdown with their name that when selected would automatically provide the appropriate list of goals. Is this the best way to accomplish this? (2) Each manager should only be able to view their own employees (password protect a button for each manager??) but the director should be able to view all his/her manager entries for their employees (not sure how to do this for Director). Reporting should be separate as well as the entry system by manager/director.

Your thoughts/advise would be appreciated.

 

[dhookom]

Glad to hear you have found my work useful.

I'm not quite sure I understand all of your requirements. If each employee can work for only one supervisor then you can add a field to tblEmployees that stores the empEmpID of the supervisor. If an employee might be evaluated by more than one supervisor, you would need to create a separate "junction" table.

You could create a new table of Goal Groups.
[tt][green]
tblGoalGroups
=============
gogGoGID autonumber primary key
gogTitle title of goal group
gogActive
[/green][/tt]

Then create a junction table between Goal Groups and Evaluation Factors:
[tt][green]
tblGoalFactors
=============
gofGoFID autonumber primary key
gofGoGID Links to tblGoalGroups.gogGoGID
gofFactorID links to tblEvalFactors.evfFactorID
[/green][/tt]
Then, you need to decide if an employee can be in one or more goal groups and whether this depends on one or more supervisors.



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[houstonbill]

Thanks Duane. I going to use some of your tips and move forward with some of my thoughts on how to accomplish whatI want. I will let you know what I have done and how it works out. At that point you can let me know if I have done you database justice.

As I said, its a wonderful design and has provided me with such a great frameword for my project.

 

[dhookom]

Keep us informed on your progress.

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[houstonbill]

The evaluation db is going great. I have run into one minior problem though and after playing with it for the last hour, thought I would run it by the forum. What I did with the DB is set it up so multiple observations can be done in different categories for each person on different dates, allowing for a report to see all the different obervations made over a period of time and then a report that will average each category based on the accumulated observations. We have a Corporate form that has to be used for the formal evaluation so all the detail gathered in the DB will feed that document.

My problem is that I continue to get a "data type mismatch in criteria selection" while trying to get the multi-selct list box to run a report based on the SupvrID and I don't know why. The SupervID from the employee tbl and the EvaluatorID from the tblEvaluator (gives me the leader names) that feed the report query both have a "Number" datatype. I have abbreviated the SQL below in case that can help. any thoughts on what to look for would be appreciated.

SELECT tblEmployee.SupvrID, [evalLastName] & ", " & [evalFirstname] AS EvaName
FROM tblEmployee INNER JOIN tblEvaluator ON tblEmployee.SupvrID = tblEvaluator.EvaluatorID
GROUP BY tblEmployee.SupvrID, [evalLastName] & ", " & [evalFirstname]
HAVING (((tblEmployee.SupvrID) In ('5')))
ORDER BY [evalLastName] & ", " & [evalFirstname];

 

[PHV]

both have a "Number" datatype
HAVING tblEmployee.SupvrID In (5)

Hope This Helps, PH.
FAQ219-2884
FAQ181-2886

 

[houstonbill]

Thanks PHV. That did help and worked, but the more I looked at my situation and multiple examples I made some changes and although I am almost where I want to be, I am getting an error. Probably because I have looked at so many examples, the problem one has with limited experience.

My list box (listFilter) is tied to my query "qryTeamList". The form where the list was placed is called "GetCriteria". On that form I have the following code:

Private Function GetCriteria() As String
Dim stDocCriteria As String
Dim VarItm As Variant
For Each VarItm In ListFilter.ItemsSelected
stDocCriteria = stDocCriteria & "[SupvrID] = " & ListFilter.Column(0, VarItm) & " OR "
Next
If stDocCriteria <> "" Then
stDocCriteria = Left(stDocCriteria, Len(stDocCriteria) - 4)
Else
stDocCriteria = "True"
End If
GetCriteria = stDocCriteria
End Function

When I select my button (ButtonOpen) I get a "runtime error 424 Object required" with the 3rd line of code following the Private...........line. Any ideas?

 

[dhookom]

Where is the code located? Is it in the form containing the list box?

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[houstonbill]

The code is located in the form with the list box. The list box is tied to my query with the following SQL:

SELECT tblEmployee.SupvrID, [evalLastName] & ", " & [evalFirstname] AS EvaName
FROM tblEvaluator INNER JOIN tblEmployee ON tblEvaluator.EvaluatorID = tblEmployee.SupvrID
GROUP BY tblEmployee.SupvrID, [evalLastName] & ", " & [evalFirstname];

 

[dhookom]

Can you explain "list box is tied to my query with the following SQL"?

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[houstonbill]

As I thought about your questions and looked at my structure again, I kept working on it and I now have it working exactly as I want. I try so hard to figure this stuff out myself so I will understand and learn from it all. Part of what I had to do was add the multi-select query to the query used to build my report. There are some other things I am now going to add, such as a scheduling calendar as well as the additioanl individual goals that will tie into the broad Corporate Categories. This should be interesting.

Thanks for making me think Duane.