
Excel Macro to automatically send emails
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£43(approx. $58)
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Description
Experience Level: Entry
Hi
Please see attached screenshots from the old template which needs fixing. The Macro simply needs to be updated so that does not link to the other tabs. Need this completed by Sunday evening UK time.
PPH would not let up upload the file format so I can email upon request.
Purpose of the report/workbook
Send employees are adjustments to their pay before it is submitted. It is received as a PDF in an email attachment.
Original Macro settings
The blue tabs I believe are where the macro mainly works. The Template tab shows the fields that the employee sees
The employee gets a PDF report attached to an email which they can review
Had the option to send emails automatically or one by one so you can review them first. This setting needs to remain
The create emails button on the main tab will generate the email and would work with outlook
The task
The report needs to work if all red tabs are deleted
Template page needs to be amended to add all column headings in 'Additions Deductions' tab
Month and other info to be moved to 'Additions Deductions' tab rather than Criteria tab
If you have a better way of doing if please suggest
The workbook originally worked on the data being linked to an HR system database called 'Simply Personnel' and the queries were added to the tabs running ODBC drivers. The system have not changed and the databases do not exist which is why the file does not work. The original Macro was designed to get data from those tabs and add to the 'Additions Deductions' tab.
* Red Tabs - will need to be deleted but have not been deleted so you can understand how things worked before. Delete when return the workbook
* Purple Tab - The macro needs to to work with this tab. This is the main tab. All headings in this sheet need to appear on the report to the employees
* Blue tabs - Believe these are needed for the Macro
* Orange tab - Leave in file
Please see attached screenshots from the old template which needs fixing. The Macro simply needs to be updated so that does not link to the other tabs. Need this completed by Sunday evening UK time.
PPH would not let up upload the file format so I can email upon request.
Purpose of the report/workbook
Send employees are adjustments to their pay before it is submitted. It is received as a PDF in an email attachment.
Original Macro settings
The blue tabs I believe are where the macro mainly works. The Template tab shows the fields that the employee sees
The employee gets a PDF report attached to an email which they can review
Had the option to send emails automatically or one by one so you can review them first. This setting needs to remain
The create emails button on the main tab will generate the email and would work with outlook
The task
The report needs to work if all red tabs are deleted
Template page needs to be amended to add all column headings in 'Additions Deductions' tab
Month and other info to be moved to 'Additions Deductions' tab rather than Criteria tab
If you have a better way of doing if please suggest
The workbook originally worked on the data being linked to an HR system database called 'Simply Personnel' and the queries were added to the tabs running ODBC drivers. The system have not changed and the databases do not exist which is why the file does not work. The original Macro was designed to get data from those tabs and add to the 'Additions Deductions' tab.
* Red Tabs - will need to be deleted but have not been deleted so you can understand how things worked before. Delete when return the workbook
* Purple Tab - The macro needs to to work with this tab. This is the main tab. All headings in this sheet need to appear on the report to the employees
* Blue tabs - Believe these are needed for the Macro
* Orange tab - Leave in file
Ijaz P.
100% (6)Projects Completed
6
Freelancers worked with
6
Projects awarded
33%
Last project
19 Jan 2022
United Kingdom
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