Employee Directory Template

The Employee Directory Template is your all-in-one solution for storing and managing employee information in a simple, organized, and searchable format. It’s created to support HR teams, small businesses, and growing organizations in keeping track of both current and former team members.

How it works:

• Current employees: Store key information like name, department, job title, start date, and contact details in one place.

• Past employees: When someone leaves the company, their record is automatically moved to the “Past Employees” section, keeping your directory clean while maintaining historical data.

• Tenure tracking: A calculated column shows exactly how long each employee has been with the company, updated automatically.

• Upcoming anniversaries & birthdays: Special columns flag team members who have a work anniversary or birthday coming up in the next 31 days, helping you stay on top of employee milestones.

• Age tracking: An automated column displays each employee’s age, calculated from their date of birth.

• Files & dashboards: Use the “Files” column to store contracts or relevant documents, and check the dashboard for an overview of team size, and other key data points.

• Form view: New employee? Use the form to collect their details and auto-populate the board.

Automation highlights:

• When a start date is entered, the next anniversary date is automatically calculated.

• On the anniversary date, the system updates the date for the following year and clears any reminders.

• If an employee is marked as ‘Past’ or ‘Terminated,’ their record moves to the Past Employees group automatically.

What’s included:

✔️ Ready-to-use monday.com board
✔️ Automated tenure and milestone tracking
✔️ Dashboard and file storage
✔️ Form for easy employee entry
✔️ Helpful automations
✔️ Walkthrough video

Want to customize the board to fit your HR process? Contact us directly!