How to Create a Company Information Summary Directory

Creating a company information summary directory is one way to help employees locate other employees within the company. This list should be updated monthly as new employees are hired and others leave. You can include important information such as names, job titles, office phone and email information, office locations within the building and more. After creating the directory, email it to each employee so they will be able to contact each other quickly and easily.

Difficulty: Moderately Easy

Instructions

Things You'll Need:

• MS Excel

1. Open an Excel spreadsheet.

2. Determine how to set up your company information summary directory. For example, Column A can include the employee's name. Column B can include their job title and basic job description. Column can include their office phone number. Column D can include their office email address. Column E can include their department manager' name and title.

3. Add employee names to the spreadsheet by manually entering the information or by importing from another document. To import data, click on the "Data" menu and select "Get External Data."

4. Organize the list by highlighting all entries and clicking on "Sort." This allows you to list names in ascending or descending alphabetical order.

5. To check for duplicate entries, click "Remove Duplicates" located in the "Data Tools" box.

Tips & Warnings

• To add to your directory list, open the spreadsheet and add the names at the end of the directory. Click '"Data'" and then "Sort" to place them in order.
• Save your information often when working with large documents to avoid loss.

References

• Excel Add-on Templates