If your system does not have the Employee Directory enabled, please check out the Configuring the Employee Directory guide for information on setting this up.

Once the Employee Directory has been configured on your system, return to the front end to access the Employee directory.

Navigate to: My tools > Employee Directory


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The employee directory shows users business cards, which can be clicked into (depending on the Directory User View permission of the user) to view further details and documents. Users are sorted alphabetically by their surname and can be filtered by specific fields e.g. team.


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Click a user’s name to go into their directory profile. This will allow you to see and edit their general, work and personal information as well as their employment history.


You can also view their documents, forms and attachments. The forms and attachments sections show the user’s return to work/self-certification forms and attachments that have been uploaded to absence records.

 

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To edit the information in a user’s directory, please follow these steps:

  • Navigate to My tools > Employee Directory
  • Search for the user and click their name
  • Expand the required section
  • Click Edit next to the field to edit
  • Enter the new value
  • Click the Tick to confirm


To upload documents, please follow these steps:

  • Navigate to My tools > Employee Directory
  • Search for the user and click their name
  • Click on the Documents section
  • Click Upload Document
  • Select the Document Category
  • Click Select File and upload


Once you have uploaded a document, you can set expiry date, please follow these steps:

  • Click the three dots next to the document
  • Click Edit expiry
  • Set the expiry settings as required
  • Click Save


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