Staff Directory & Organization Chart

Help Video Summary: Staff Directory & Organization Chart – Features & Benefits

This video tutorial provides a detailed walkthrough of the Staff Directory and Organization Chart modules, essential tools for managing employee visibility, contact information, and organizational structure within your site. These features support manual data entry, self-updated profiles, and integrations with platforms like Microsoft 365 and HRIS systems, offering flexible options for organizations of all sizes.

Key Features: 

Staff Directory User Profiles & Contact Information

Displays all users added to the site along with their profile details.

Users can update their profiles via the My Profile section.

Admins can manage all profiles through the Add and Manage Users section.

Integrations

Supports automatic syncing of user and profile data through Microsoft 365 and HRIS platforms.

Search & Filtering

Locate users using the search bar or filter by department and job title.

Filters are based on profile data; accuracy is essential for consistent filtering.

Profile Viewing Options

View profiles as cards or in a list format.

Toggle between views and customize default display settings (view type, page size).

Contact and Interaction Tools

Copy email or phone info directly from the contact section.

Access full profile details, including user posts, by selecting “More.”

Admin Customization Options

Enable/disable search and filters.

Sort users by name or email.

Show or hide disabled or deleted users.

Control who can view the org chart.

Organization Chart: Visual Organizational Structure

Build a visual representation of your company’s hierarchy.

Only the company name (top node) is displayed by default—users must be added beneath it.

Assign/Unassign Users

Assign users to their managers to build out reporting lines.

Use search or categorized views (e.g., top level, unassigned) to find users.

Manual & Integration Management

Organization charts can be built manually or populated via integrations (e.g., Microsoft 365).

If using an integration, chart structure is controlled externally.

Editing & Error Correction

Add managers or subordinates using plus icons.

Remove or reassign users using the trash icon.

View & Export Options

Zoom, rotate, full-screen mode, and expand/collapse chart levels.

Export full or partial org charts as image or vector files.

Highlight and manage vacant positions caused by deleted users.

Benefits: 

Improved Organizational Transparency: Makes it easy for employees to understand reporting lines and team structures.

Centralized User Management: View and manage employee profiles, contact info, and roles from one place.

Streamlined Communication: Quickly find colleagues, contact them, or view their profile activity.

Flexible Integration Support: Automate data entry and profile syncing through trusted platforms like Microsoft 365.

Customizable for Your Team’s Needs: Tailor visibility, layout, and permissions based on your setup and preferences.

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