Automatically copying data into a new table based on 2 column criteria

Hello:

I am trying to create a template I can use to automatically update data in annual tables. The template will reference a source Excel table. The source and template tables have the same columns - and will always have the same columns. However, the rows are sometimes missing in the source table, although they need to always appear in the template/updated table. The Row labels will also be arranged differently in the 2 tables. The attached mini tables give an idea of what I'm trying to do (the real ones are much larger).

1. Can I use INDEX + MATCH to tell Excel, for example, to "find Smiths, then look for Bob within Smiths, and give me the corresponding salary"? (and then gender, Race etc). I’d also want to continue down the table looking for the “Bob” that’s within “Blacksmith” etc.
2. Whatever formula I use, is it possible to copy to other cells so that I automatically get the right cells matching up (i.e. if the first cell refers to cell D2 in the source doc, then copying over to the adjacent cell would change the formula so that it refers to D3)?
3. Assuming I can do the above, whether using INDEX+MATCH or some other means, can I use "save as" or some other function to save the entire sheet as values or would I have to copy, then paste special-values into another spreadsheet?

Thanks for even reading this!