Checkboxes and Formulas to create a robust Evaluation Form

H

hiply

New Member
Joined
Mar 21, 2016
Messages
14
Hi,

I have word document Evaluation Form. My goal is to create a more automated Evaluation Form into Excel that includes formulas. The Evaluation Form has a scale in each area from 0 to 4 (increments by 0.5 beginning from the rating 2). I am fairly new to excel and need help for this project. My first step is to mirror the Evaluation Form. Second, create checkboxes associated with each rating number for the area for the employee to be evaluated. Third, if you check off the box then it will associate to that specific rating number. Fourth, once all checkboxes have been selected for the detail area/elements evaluated on, then sum the numbers selected and obtain an average. Fifth, take the average obtained and apply a percentage (30%) allocated to that area. Below is one area with the detail area/elements being evaluated on. I know how to create the checkboxes but now I am lost as to how to go about creating the formulas or associated baby steps to reach the end goal. I would really appreciate some guidance. Please let me know if I can clarify further.:)

[TABLE="width: 1139"]
<tbody>[TR]
[TD="colspan: 5"]· Ensures quality of work resulting in a reasonable level of review notes (including IR notes). Repetitive review notes are rare.[/TD]
[TD]0[/TD]
[TD]1[/TD]
[TD]2[/TD]
[TD]2.5[/TD]
[TD]3[/TD]
[TD]3.5[/TD]
[TD]4[/TD]
[/TR]
[TR]
[TD="colspan: 5"][/TD]
[TD]
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[TD="colspan: 5"]· Completed work met the objectives of the audit.[/TD]
[TD]0[/TD]
[TD]1[/TD]
[TD]2[/TD]
[TD]2.5[/TD]
[TD]3[/TD]
[TD]3.5[/TD]
[TD]4[/TD]
[/TR]
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[TD="colspan: 5"]· Work met the quality standards.[/TD]
[TD]0[/TD]
[TD]1[/TD]
[TD]2[/TD]
[TD]2.5[/TD]
[TD]3[/TD]
[TD]3.5[/TD]
[TD]4[/TD]
[/TR]
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