Userform is a fantastic way to control data into a spreadsheet, it has unbelievable power as it uses Visual Basic Application (VBA).

Userforms can interface with most Microsoft and Windows products enhancing the functionality and performance of your database.

You can increase security and avoid unwanted fingers manipulating any data. Think of userforms as creating a personalised application.

Problem: An organisation had over 15,000 employees Australia wide at several dozen sites. It was up to HR staff to advise external and internal organisations of an employees transfer or termination.

Communicating to all business units and external services was a very repetitive, easy for human error and wasted valuable time.

Solution: A database was written using Excel VBA which generated the relevant emails and notifications based on certain criteria.

The HR staff enters all the termination and transfer into a User form capturing all relevant questions relating to the termination or transfer.

If the form was not filled in correctly the user cannot continue.

This allows control, accuracy and integrity of the data.

From this Microsoft Outlook was used to send emails via Excel, to external organisations and internal business units with all the relevant details filled in.

This automated the process which trigged off dozens of requests and information instantly saving the business thousands of dollars daily.

Step 1

Step 2

Step 3

Step 4

Step 5