Knowledge base / Employee Directory
Employee Directory
Search, profiles, org chart, celebrations, kudos and Microsoft Graph sync. 32 articles, version 1.5.0.
Getting started 1
Installation 1
Using the app 14
- Overview pageThe start page greets each person by name and puts search front and centre. Below the search are the organisation's head…
- People searchFind anyone by name, job title, department, office, skill or any other visible field. Narrow results with filters and th…
- ProfilesA profile brings together everything colleagues need: work and contact details from Microsoft 365, the person's own "abo…
- Org chartAn interactive chart of the reporting structure, built from the managers recorded in Microsoft Entra ID. Search for anyo…
- DepartmentsEvery department gets its own page with its people, head, locations and roles. Departments come from the people's depart…
- CelebrationsUpcoming birthdays, work anniversaries and new joiners, grouped by month. The gift button opens the kudos dialog to send…
- KudosPublic recognition between colleagues. Pick a person and a badge, add a message, and it appears on the kudos wall and on…
- My profileEach person keeps their own profile up to date: about me, skills ("ask me about"), projects, languages, interests, prono…
- Change requestsA controlled way to correct data that comes from Microsoft 365. An employee proposes a new value and a reason. HR sees t…
- Notifications & emailPeople are told what matters to them in the app's bell and, if enabled, by email. Admins decide which of the 15 notifica…
- RemindersAutomatic, timely nudges: complete your profile, a team member's birthday or work anniversary coming up, a new starter a…
- Workforce dashboardThe organisation at a glance, updated live from the directory: headcount, joiners and leavers, departments, offices, cou…
- ReportsTen operational reports for HR. Every report can be filtered, sorted and exported to CSV. Profile completeness shows who…
- On a phoneThe layout adapts down to phone width: the navigation moves into a menu, and cards, profiles and tables reflow to a sing…
Administration 9
- Setup wizardThe first time a site owner opens the page, a five-step wizard sets everything up in about a minute: Welcome, Organisati…
- Microsoft Graph syncThe sync reads every account from Microsoft Entra ID and updates the directory: names, job titles, departments, offices,…
- People recordsHR can correct a synced person's details directly. Each change is stored as an override, shown next to the Microsoft 365…
- Profile fields & privacyFor each of the 25 profile fields, admins decide who sees it (Everyone, HR only, or Nobody) and whether it counts toward…
- Cards & viewsWhat people see in People search and the org chart: the default layout (cards, list or table), people per page, default …
- General & brandingOrganisation name, app name, logo, home banner image, brand colour, headline, introduction and start page. The same page…
- AccessChoose the directory admins and HR people. Saving also updates the matching SharePoint groups (Directory Admins and Dire…
- Schema & securityShows the directory's lists, checks them against what the installed version expects, and repairs anything missing. Apply…
- Plan & licenceShows the current plan, trial or licence dates, and active people against the plan limit. Admins copy the tenant ID here…