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Employee Directory


Appogee HR, Leave and Goals all come with an Employee Directory. This is accessible from the top of the left side menu. 


The Directory can be accessible by all employees, or you can restrict the access by role. The Directory will show basic information about your employees - Name, Job Title, Team, Email Address, Office Location and Telephone Number. 



You can view the directory by team or select All Teams. Users with the HR Manager role will be able to add employees directly from this page, and also view Joining and Former employees. 


You also have the ability to add custom columns to the Directory, if you want to show additional information here (Appogee HR only).


Making changes to the Directory


You can restrict access to the Directory by role by going to General Settings. 


Go to System Config > General Settings, then go to the Directory section. 


Use the tickboxes to select which roles have access to view the Directory. If you switch this off, users will no longer have the Directory menu item. 



When you're happy with the changes, scroll to the bottom and click Save. 



Appogee HR Only

 

You also have the option to add 2 custom columns to the Directory, based on any Custom fields you have set up in Appogee HR. 


This is also handled in General Settings. 


Go to System Config> General Settings, then go to the Directory section. 


There are two drop down options for you to select the custom columns - these can only be custom fields you have set up. For more information on custom fields, see the following article: 


Select the custom column you would like. You will be prompted with a message to ensure you are happy with your selection, this is because it is revealing the information to the whole organisation, which may not reflect the security settings you have set up. 


When you're happy with the selections, scroll to the bottom and click Save. 



If you navigate to the Directory, you will now see the additional column(s). 




You will also be able to view which fields are set up to be Directory columns by going to Categories and Fields > Fields & Security. 


The field will show here with the directory icon.


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