Employee Directory

  • Category: CRM
  • Platform: Microsoft Excel
  • Description: Effortlessly find employees in seconds with our Employee Directory. Thanks to our intuitive 'Slicer UI,' you can locate team members by department or name's first letter with just a click, streamlining your workforce management.

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Features

🍏 Sleek Customization: Elevate your directory effortlessly on the Settings sheet. Personalize your organization's identity, departments, and job titles with the elegance you'd expect.

🌟 Introducing 'Slicer UI': Our cutting-edge 'Slicer UI' adds a touch of modernity to your Excel experience. It's not just a filter; it's an experience. Navigate seamlessly through your employee data by department or alphabet, all with a simple click.

📈 Interactive Visuals: Revel in the beauty of contemporary graphics that provide instant insights into your organizational structure. Real-time tallies of total staff, departments, and job titles will captivate your senses.

✨ Instant Information: 'Slicer UI' doesn't just filter; it enlightens. Discover the precise number of employees in any department in an instant, leaving no room for uncertainty.

🏢 Brand Harmonization: Showcase your organization's name or even your logo effortlessly, ensuring this tool seamlessly integrates with your unique identity.

✔️Modern & Easy to use interface
✔️Multi-purpose Employee Directory - Easy to use in any kind of work environment
✔️Powerful dashboard provides automated staff counts
✔️NEW! Slicer UI let's you filter for employees with a simple click!
✔️Easily add your organization name or logo
✔️Settings sheet let's you pre-populate your departments and job titles
✔️Easy to translate if required
✔️Pixel perfect Minimalist design - A Employee directory which doesn't feel 'crowded' or 'overloaded'
✔️Easy on the eyes - We took the time to carefully space elements out which allows the Employee directory to 'breathe'
✔️Attractive Color Palette - We carefully selected colors that are a joy to look at, we hope you feel the same!
✔️Customizable - You can edit anything you'd like in this spreadsheet if needed

Get started with your Employee directory

Learn how to get the most from your new Employee directory

Configure the Settings sheet

Select the ‘Settings’ sheet and enter the following information:

  • Organization: Enter your organization name.
  • Departments: List all departments within your organization.
  • Job titles: List all job titles within your organization.


Using the Directory sheet

The Directory sheet is where all the action happens. Start by entering employee names, phone numbers, email addresses, job titles and departments.

🟢 Tip: You may add more column tables if needed.



Slicer UI

Introducing Slicer UI: An all-new design for easy filtering.

  • Filter by department: Slicer UI automatically displays the departments you previously enered on the Settings sheet. All you need to do is click on a department name to start filtering.

  • Filter by letter: Slicer UI also lets you filter by the first letter of each employee's name. If you were to click 'A', the directory would only display all staff who start with the letter 'A'.

  • Multi Filter: You can use both filters together as well! For example, clicking 'Sales' and 'G' would only show you all employees who's names start with the letter 'G' and who work in Sales.

🟢 Tip: Reset the filters by clicking the 'clear filter' icon.



    Frequently Asked Questions


  • Yes, simply right-click in the column you would like to sort and select “Sort -> Sort A to Z”.

  • You may highlight any cell that you would like to clear and hit the Delete key on your keyboard.
    You may also highlight the entire row, right-click and select “Delete -> Table Rows”

  • Right click the last row and select “Insert -> Table Row Below”.

  • Contact us via the Bobcat Planners Etsy shop any time!