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Employee Directory Template
Centralize employee contact and personal information with automatic reminders for work anniversaries and birthdays.
Overview
Get rid of scattered spreadsheets and keep your staff directory organized with this employee directory built with Zapier. Store important contact information and get automatic reminders for work anniversaries and birthdays.
Why you should use this employee directory tool built with Zapier
This employee directory looks like a familiar spreadsheet but is way more than just that—it is a team member database with automation built in. Add a button to send emails to employees or add them as new users to your company’s other tools with Zapier’s automated workflows. There are 6,000+ different apps you can integrate with to bring this directory to life.
How the employee directory works
This template uses Zapier Tables and Workflows (Zaps). It includes the employee directory table with all the necessary personal information you need for your employees like phone numbers, job titles, employee name, office location, email addresses, and employment status with the ability to customize and add more fields. Simply start adding employees.
Two automated workflows handle the reminders by transforming date fields into month-day fields to reference each year and send you a reminder email when an employee has a work anniversary or birthday.
To get started, click use template. Then, to make sure the reminders are sent to you, choose the settings and then choose "Automatically" for sending records through the connected workflows.
Who should use this template
If you're all about keeping employee info neat and fostering a culture of appreciation, this employee directory is your new best friend. It will keep company directory organized for any HR department, HR manager, and business owner. This template will get your organization headed in the right direction.
Key benefits of this employee directory template
- Centralized employee data: Stay organized with names, emails, start dates, addresses, birthdays and contact info in one handy place with easy access
- Automated work anniversary and birthday reminder emails: Never miss these two important events
- Connect with 6,000+ different apps: Zapier’s Workflows let you connect employee data to almost any other app you use.
Frequently asked questions
Can I embed forms on my website?
Yes, all forms can easily be embedded on your website. Or they can serve as a standalone page with a unique URL.
Can my team or vendors use this template?
Yes. Tables can be shared with your team, customers, or other stakeholders so you can collaborate. You can invite them and choose their access levels or even create a public link for people to view or edit the table.
Can I change the employee directory template to match my needs?
Absolutely. You can add, edit, or remove fields and also connect more Zaps to automate more of the process.
