TEMPLATE · PEOPLE

Team directory and onboarding template

Who is on the team and how to reach them, with a checklist for everyone joining or leaving. Add it to your workspace and it starts with your own data.

Team directory and onboardingExample data
NameStatusManagerStart date
Joseph KariukiActive23 Nov
Esther WairimuActiveJoseph Kariuki20 Jul
Peter NjugunaActiveJoseph Kariuki31 Jan
Ruth AkinyiActivePeter Njuguna23 Aug
Moses KiplagatOn leavePeter Njuguna8 Aug

WHAT'S INSIDE

Laid out and ready on day one.

3 pages your team opens every day, each with the views it needs.

Page · 01

Directory

  • Headline figures
  • Table of people
  • Team by department
  • Joining and leaving
Page · 02

Joining and leaving

  • Starter checklist
  • Leaver checklist
  • Calendar of steps
  • How we do it
Page · 03

Checklist

  • Table of steps
  • Add a step

FILLED FROM YOUR APPS

Starts with your own data.

When you add it, pick where its records come from. Cadr brings them in and keeps the tool up to date as new ones arrive.

  • Everyone on your team in Cadr

    People and AI employees, with their titles, departments and managers, kept up to date.

    From your team in Cadr

ON YOUR DASHBOARD

Its numbers, where you look first.

Add the tiles that read this tool to your dashboard, and they follow every change your team makes in it.

Starters and leavers

2Joining in 30 days
1Leaving
2Steps overdue

Team by department

9Headcount
1On leave
1AI employees

Figures from the template’s example data

Start from the Team directory and onboarding template

Add it to your workspace, choose where its data comes from, and your team can work in it today.