Use Case

One directory for people, roles, and every new hire's first day

A consumer product-review subsidiary of a major global news and media publisher maintains its employee directory, org chart, and onboarding and offboarding process in Airtable. Operations and People and Engagement teams use linked views and automations to manage new hires, contractors, and vendors from a single system that augments the core HR platform rather than replacing it, and stays connected to a shared documentation tool.

The problem

Employee data was scattered, so simple questions like who reports to whom or who is starting or leaving this month were hard to answer. There was no trusted org chart, and onboarding and offboarding for hires, contractors, and vendors were coordinated by hand.

What they built

Operations and People and Engagement built one Airtable base for the employee directory, org chart, and onboarding and offboarding of hires, contractors, and vendors. Automations move people through each step, and linked views connect to the team's documentation tool.

The outcome

People operations now runs from a single source of truth for employee data instead of scattered spreadsheets. Automation streamlines onboarding and offboarding, cutting the manual updates once needed every time someone joined, changed roles, or left.

Inside the solution

Employee Directory, Org Chart, and Onboarding

People & Talent Operations

  • Employee directory and org chart maintenance
  • Onboarding and offboarding for new hires, contractors, and vendors
  • Automations and linked views to the team documentation tool
  • Scattered employee data
  • Manual onboarding and offboarding coordination
  • Lack of a centralized org chart
  • Centralized people operations
  • Streamlined onboarding and offboarding
  • Reduced manual updates
  • Single source of truth for employee data
  • Operations
  • People and Engagement
  • A team documentation tool
Build out this use case

Subsidiary employee directory, org chart, and onboarding/offboarding

Run your employee directory, org chart, and every onboarding and offboarding checklist for hires, contractors, and vendor partners from a single base, with linked views that keep your team documentation tool current instead of maintained twice. Automations open a case the moment someone joins or is marked for exit, flip the directory record to Active when onboarding closes, and email a Monday digest of open steps, while AI fields draft directory blurbs, case status updates, and nudges for blocked checklist steps.

Subsidiary employee directory, org chart, and onboarding/offboarding - Overview dashboard
How it works

From scattered updates to one directory that stays current

Copy the templates

Start from the employee directory template above for the org chart core, then add the employee onboarding template for new-hire, contractor, and vendor checklists.

Extend to the full worker lifecycle

Add an offboarding checklist that mirrors onboarding steps, and cover contractors and vendors alongside full-time hires in the same directory.

Link the documentation tool

Connect linked views to the team's documentation tool so directory and org chart information updates once and stays consistent everywhere it is referenced.

FAQ

Frequently asked questions

No. It augments the core HR platform with a directory, org chart, and onboarding and offboarding workflow that fills in what the core system does not cover, rather than replacing it.

The same onboarding and offboarding workflow covers new hires, contractors, and vendors, so every type of worker moves through a consistent checklist rather than a separate ad hoc process.

Linked views connect the base to the team's documentation tool, so directory and org chart data updates in one place and is reflected wherever it is referenced, instead of being maintained twice.

Scattered employee data and manual onboarding and offboarding coordination. People operations previously had no centralized org chart to work from.

No. This workflow runs on structured directory records, checklists, and linked views. It does not use Airtable AI features.