Now, let’s get to it! Prepare Your Employee Data Table Step 1: Enter 10 column headers going across the range A1:J1 as follows:īasic columns for Excel Table Step 2: Convert your range to an Excel Table * You’ve downloaded the example Excel file to see this tutorial in action. You have an intermediate to low-advanced level grasp of Excel. (Note that this tutorial does not cover how to integrate with other email providers) You have Microsoft Office installed, up and running, including Excel and Outlook. For our tutorial today, we’ll focus on automating emails from Excel using a tried-and-true VBA solution. Tradeoffs must be evaluated in every situation. It bears repeating that context is everything. Less information found online, likely because it is still relatively undiscovered.Can be confusing to navigate / setup in a solo environment if you’re not skilled at understanding all the subscriptions / versions available.Can be confusing to navigate / setup permissions in a corporate environment, especially in tightly controlled (by IT ) ones.Not all versions of Excel are compatible.Little IT intervention required since this is “prepackaged” with Excel (as long as you have the right version).Quick & easy to set up as a small solo operation.Intuitive interface, with a modern look and feel.The learning curve after a few simple successful macros becomes steeper.Some might poke fun at you for using it ¯\_(ツ)_/¯ #okboomer.May get replaced / discontinued by Microsoft… someday (or so the rumors keep threatening).Loads of free information online, likely because it has been around for so long.A huge advantage, especially in certain large corporate environments Near-zero IT intervention required since this is “prepackaged” with Excel.It is not a comprehensive comparison, but it does remind us of Excel’s powerful adaptability across a wide range of constraints you might encounter. To illustrate, let’s compare two very different Excel technologies we could adapt to help us with automating emails from Excel: VBA or Power Automate. This underscores one of Excel’s biggest competitive advantages? We can take the best of the old and the new, and make it work in almost any given context. We need a way to streamline this! The Solution? Automating Emails from Excelįun fact: Excel has evolved significantly over its rich 35-year history. The message body needs to incorporate employee-specific bonus and payout data.You have a few different possible subject lines, for example, some employees may not receive a bonus this year.You have many different individual recipients.One accidental copy-paste move after a long afternoon, and you might accidentally send Julia’s salary information to Joe-a nightmare scenario to say the least! One complicating factor is that we have to tailor each employee’s email message with very specific information. But this would be extremely time consuming, and error prone. Why learn about automating emails from Excel? If not, it’s too much manual workĪs a busy HR manager tasked with sending out bonus notification emails, you could fire up your Outlook application and send out emails one by one. Using your familiar Microsoft Excel application, you will learn all about automating emails from Excel: how to generate and send tailored, employee-specific emails to different recipients in a single click, right from your Excel spreadsheet. Today, our tutorial focuses on one specific part of compensation and bonus planning: communication of employee bonus awards. You need to successfully balance many moving parts: establish meaningful metrics, collect/manage complex and sensitive data for decision support, plan and conduct review sessions, send very personal employee communications, and so much more. Indeed, compensation and bonus planning can be hard. Say farewell to tedious manual sending and embrace this time-saving solution to effortlessly communicate bonus details to your employees. That’s precisely why we’re going to have a look at automating emails from Excel. “Annual compensation and bonus planning is easy, ” said no Human Resource professional, ever.
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