Directory

Audience: All users

 

Overview

In Directory, users can view, search, filter, and sort employee and position data (for Plus and Pro tier users) in a tabular format.

The following article provides information on:

• Accessing Directory
• Directory UI overview for employee-driven charts
• Directory UI overview for position-driven charts
• Directory configuration options

Accessing Directory

1. Click on the Directory button on the left-hand side of the screen.

2. Directory is displayed.

Note

If you do not see this option, contact your administrator. Access to the Directory can be restricted by UI Profiles, which are applied via a user's Access Group. 

Directory UI overview for employee-driven charts

Directory UI overview for position-driven charts
 

Directory configuration options

Administrators can control advanced search and column fields in Directory. When configuring the column fields, admins are choosing which fields are available for end users to display as columns in the Directory. The followings section provides step-by-step instructions for how to configure advanced search and column fields in Directory. 

1. Click on the Search & Directory tab.

2. Click on the Choose fields option under the Advanced search fields heading, and then toggle fields ON that you'd like end users to be able to search on.

Note

Advanced search fields selected here are the fields that are available wherever advanced search can be accessed in the application.

3. Scroll down to the Directory result fields section, and then click on the Choose fields option. Toggle field ON to allow end users to use them as column headers in Directory.

4. Click on Save and then Refresh.