Employee Directory

The directory lists all employees within the company, as well as the following details by default:

  • Display Name
  • Employee ID
  • Position Name
  • Position ID
  • City
  • Country
  • Email
  • Telephone
  • Mobile

Additional fields can be added to the listing by clicking and selecting the fields you would like displayed. You can also add columns to the table by clicking > Add Column.

From this page you can click any record to open the quick details info panel. Along with viewing the information in the quick details panel, you can also click on the following icons for more information:

  • Details: Open the employee full details page.
  • Org Chart: Locates, focuses, and highlights the employee within their organization in the org chart.

You can also export the Employee Directory information as an Excel, CSV, PDF, or JSON file by clicking the Export icon Export directory to excel icon. Exported files can be downloaded from the Reports page. If required, the export can be scheduled to run at a later time.

To schedule the export:

  1. Click > Schedule.
  2. Set the date range using the Scheduled From and Scheduled To fields.
  3. Set the run frequency by selecting one of the tabs ("Hourly", "Daily", "Weekly", "Monthly", or "Yearly") and adjusting the parameters below.
  4. Click Schedule.

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