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Question

Excel referenced field automation

Jun 15, 2015 9:16PM PDT

Hi all,
Excuse any noobiness, this is my first forum post.

I am looking for a way to automatically fill out pre-employment documents (W-4, I-9, etc) in moderately high repetition (up to 50 new employees). I imagined it being something like an Adobe document with fields that can reference an excel file with headers corresponding to those fields in the document. Idea is to source data in an excel file and by pressing a button generating fifty unique copies of these employment docs filled out and ready for the new hire to sign. It would save a lot of writing by hand.

I believe I found a way to do it using Excel and Word; http://www.makeuseof.com/tag/integrate-excel-data-word-document/ but was wondering if anyone else knew of a different way to go about this, ie software designed specifically for this. I figure a Macros program in Office might be a bit clunky (clicking run for each employee?) Thanks everybody.

Discussion is locked

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Answer
This looks like a job for....
Jun 16, 2015 3:25PM PDT

EXCELPIPE

Your IT staffer then can craft up some script to ask for the items then call EXCELPIPE and WORDPIPE (these are on the web) can make hay.
Bob

Post was last edited on June 16, 2015 3:25 PM PDT

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Answer
I should get my wife to answer this
Jun 16, 2015 4:13PM PDT

However, just me at the moment. Will saving the excel file as a CSV and then creating a document that can import to the employment form from the CSV work for you?