Birthday Card Template

							                                                                       Teammembers Really Matter: Template for Database

                       Birthday     Company Hire Date
                                                                                                                                                             Other (favorite sports
Team Member (Last,   Month   Date   Month Date Year     Favorite                      Hobbies/Favorite    Favorite         Favorite      Family / Children     team, collectibles,
First)                                                   Snacks        Favorite Soda      pastime          color      Food/Restaurant         Names                   etc.)           Last Recognized / Action
Sample, Joe            8      31      5    26   1998 Chocolate chip   Diet Coke      Crossword Puzzles   Red         Italian          Wife = Sandra          Play music with friends Fri. 10/13 : Thank you card
                                                     cookies                                                                          Son = Bobby, 4
Example, Sandy         6      11      6    20   1978 popcorn          Dr. Pepper     Swimming            Blue        Mexican          Grandmother = Anna     Needlepoint             Mon. 10/16 : Nominated for
                                                                                                                                                                                     a Spirit Award
                    Instructions for TRM (Team Members Really Matter) database:

1. Use the template to create your TRM database. You may create additional columns if necessary.
2. Information on each team member should be entered in a separate row. Create as many rows as there are team
   members. Please remember to save the file periodically as you are editing and entering information.
3. Enter Birthday and Start date in 3 separate columns (month, date, year) as shown in the template…ie: for Jan15
   1980 enter 1 in the "Month" column, 15 in the "Date" column and 1980 in the "Year" column
4. Once all the team member data has been entered into the database, you can sort to pull up birthdays and
   employment anniversaries. Please make sure the entire row is highlighted.

   For Birthdays:
   Highlight all the rows starting from "Name" to the end. Click on "Data" and sort in ascending order, by (1) Date,
   (1) Month and (1) Year. This will give you a list of team member birthdays starting from January through
   December, with corresponding information for each person.
   For Anniversaries:
   Highlight all the rows starting from "Name" to the end. Click on "Data" and sort in ascending order, by (2) Date,
   (2) Month and (2) Year. This will give you a list of team member anniversaries starting from January through
   December, with corresponding information for each person.
5. You may print out the Birthday and Anniversary lists for your reference and update them as often as needed.
                           The data in the template is only a "sample" for you to refer to.