Membership sign-up tracker

Lists new hires and unsigned coworkers, who is talking to them and whether the card is in.

French version:

Preview

First rows of the worked example. Every name and detail is fictional. Scroll the table sideways to see every column.

Name	Department	Start Date	Employment Type	Assigned Contact	Contact Method	First Contact	Status	Card Sent In	What They Care About	Follow-up Due
Casey L.	Student Services	2026-02-02	Full-time	Priya N.	Orientation session	2026-02-04	Signed	2026-02-09	Wants to understand the probation period
Lee W.	Facilities	2026-02-16	Full-time	Devon A.	In person	2026-02-20	Card given		Asked about evening shift premiums	2026-03-06
Amara O.	Library	2026-01-12	Part-time	Jordan M.	Phone	2026-01-30	Conversation held		Unsure part-timers are covered	2026-03-03

Excel workbook with a ready-to-fill sheet, a worked example and a How to use sheet
Dropdowns and colour cues on the columns that have fixed choices
Plain CSV with the same columns, for any spreadsheet program
English and French versions

Source: UnionOps Comms template.