Profile

Audience: All users

 

Overview

The profile displays a card of employee data (or position data for Plus or Pro clients using position-driven charts), allowing users to access additional information that may not be available in a record's box style.

Administrators can add and remove fields accessible in the Profile in the Chart Settings: Profile panel.

Accessing the Profile

Users can right-click on records, and then select the profile option.

Users can also access the profile by clicking on a record, and then clicking the profile icon in the top toolbar.

 

Configuring the Profile

Administrators can configure the fields that are available in the profile in the Chart Settings: Profile panel.

To configure the fields available:

1. Click on the Settings button in the bottom left hand corner, and then select the Chart Settings option.

2. Click on the Profile tab.

3. Select the field from your data that you would like to map to each part of the profile heading. If you are on a position-driven chart, you will need to map the heading information for both the employee and position cards.

4. Use the exclude/include buckets under the additional information section to control which profile fields appear in the additional information section.

Note

Fields that are mapped in the heading information section are inherently included in the profile, but will not appear in the Include bucket in the additional information section.

5. Optionally, click on the Preview button to preview the profile as it will appear to the end user. The preview option displays the profile for the top box of the current base chart. 

Note

Fields that are available to end-users are dictated by their Row-Level Security Profile assigned in their Access Group.

6. Click on Save, and then Refresh.

Favorite fields

Users can star up to 3 fields in the profile to display them at the top as their 'favorite fields.' Favorite fields are unique to each individual user, and persist through sessions.

Note

For Plus and Pro clients using position-driven charts, favorite fields are only available on employee profiles.

To favorite profile fields:

1. Click on a record, and then open the profile.

2. If more information is not currently shown, click on the Show more button to expand the additional information within the profile. Then, hover a field, and click on the star icon to favorite it.

3. The favorited field is available at the top of the profile card. You can unfavorite a field by hovering over it and clicking on the star again.

Note

Administrators can restrict a user's ability to star profile fields via a user's UI profile.

Default favorite fields

Administrators can choose the default favorite fields for all users in the Chart settings: Profile menu.

To set the default favorite fields for all users:

1. Click on the Settings button in the bottom left hand corner, and then select the Chart Settings option.

2. Click on the Profile tab and then locate the three dropdowns associated with Favorite field 1 - 3.
 

Note

By default the system generated fields Headcount, Peers, and Levels are starred.

3. Click on the a favorite field dropdown and then select another field from the data set to favorite it. Optionally, you can click on the x at the end of the favorite field dropdown to remove the favorite field selection.

4. Click on Save and Refresh.