The Employee Directory (also known as the People Directory) is your central hub for finding and managing the members of your organization. It provides a comprehensive list of all users in the instance and offers powerful tools for navigation and data entry.

Viewing the Directory

You can customize how you browse the workforce by switching between two distinct display modes located in the top-right corner of the page:

• Table View: Best for a high-level overview of data. It displays members in rows with columns for Division, Department, Job Title, Location, and Manager.
• Cards View: A more visual approach, displaying member photos and key contact details in a grid format.

Searching and Filtering

To find specific individuals or groups quickly, use the search and filter tools:

• Global Search: Type a name or email address into the search bar at the top of the list to find a specific member instantly.
• Advanced Filters: Click the Filter button to narrow down the list by specific criteria, such as Department, Location, Division, or Job Level. This is useful for viewing all employees within a specific branch or team.

Assigning a Job

For System Administrators or Managers with the appropriate permissions, the Directory serves as a starting point for updating the organizational hierarchy.

<aside> 💡

In special case of Custom role, a user can possess special privilege depending on his role’s setting. I can assign job for all members or some specific individuals.

Please refer to Custom role to learn more. (link here)

</aside>

How to Assign a Job

1. Locate the Member: Find the individual in the Directory list.
2. Access the Action: Hover over or click the member's row. Look for the icon with the tooltip "Assign Job" on the far right.
3. Complete the Form: A window will appear requesting specific job data. Fill in the required fields:
   • Division: The highest level of organizational grouping (e.g., Engineering, Sales, or Operations).
   • Department: A specific sub-unit within a Division (e.g., "Fullstack Engineering" within the "Engineering" Division).
   • Job Title: The official name of the position.
   • Location: The physical branch or office where the employee is based (e.g. USA, Canada,…)
   • Manager: Select the person's manager from the hierarchy.
4. Submit: Click save. Note that depending on the field settings, this may trigger an Approval Request before the change appears on the live Org Chart.

Directory Summary Table