The Employee Directory is designed to help you organize and manage your team’s information efficiently. This guide walks you through the steps to set up and use the template, as well as how to connect it with other databases for enhanced functionality.
1. Getting Started
Step 1: Familiarize Yourself with the Structure
- Database Core: The main database contains fields like Name, Role, Department, Contact Information, etc.
- Views: Different filtered views allow you to focus on specific aspects of your team, such as by department or role.
2. Adding Team Members
Step 1: Create a New Member
- On your Dashboard, click the "New" button in the top-right corner.
Step 2: Enter Team Member Details
Fill out the fields for each team member:
- Name: Enter their full name.
- Role/Title: Add their job title.
- Department: Specify which department they belong to.
- Etc
3. Viewing and Managing Your Team
Step 1: Use Pre-Built Views
Navigate through the available views:
- Team Overview: Displays all members and their essential details.
- Filtered Views: Quickly focus on specific departments, new hires, or employees on leave.