So, we have decided that we want to communicate with all of our managers across our business, specifically to check the details of their subordinates to ensure that the reporting structure on our HR platform is correct. As it stands, all of our emails go
out one at a time - which isn't an issue for a leader with 1 or 2 members of staff... but when they have 30 members in their team, that becomes a bit ridiculous.
The extract from our HR platform will be pre-sorted by the Manager ID to ensure it's in a useable format (similar to below):
|Manager ID||Manager Name||Subordinate ID||Subordinate Forename||Subordinate Surname||Subordinate Job Title|
|23456||Jane Doe||15151||Derek||Dog||Field Agent|
|23456||Jane Doe||16161||Edward||Elephant||Field Agent|
Our aim is, regardless of how many subordinates you have, you only receive 1 email. We have tried numerous things and have at least managed to get the information on one page for each manager thanks in part to Microsoft's KB294686. The results for the above would currently show as:
Manager: 12345 (Joe Bloggs)
11111 - Adam Ant - Analyst
22222 - Bertie Bee - Analyst
33333 - Colin Caterpillar - Specialist
--- NEW PAGE ---
Manager: 23456 (Jane Doe)
15151 - Derek Dog - Field Agent
16161 - Edward Elephant - Field Agent
In theory, this approach works - but doesn't fit into any of our communication styles... which causes us issues! The other problem is, although this works to "individual documents", it doesn't seem to like being processed as emails and splits everything back up again - therefore undoing everything we've done. We need the following:
- The results of each subordinate (could be 1, could be 30) to end up in a table (new row per new subordinate)
- The individual groups to be sent in a customised email direct to the line manager
As always, this comes with a few caveats of things we can't do:
- We are unable to access any file sharing websites (i.e. Dropbox)
- We are unable to download/install/copy any EXE files and a range of other filetypes
- We are unable to run any additional software, especially if retrieved from the internet
Unfortunately, our IT policies are extremely strict and this rules out a number of options. However, we are able to create our own documents and could create our own Macro's with code if required. I've done a lot of research on Google before getting to this point of asking the question - most of which are regarding download options (i.e. GMayor's Many to One) that are unavailable to us.
Any help would be appreciated!