Knowledge base / Employee Directory / Reference
Reference
A. Notification templates
| Template | Type | Sent to | When |
|---|---|---|---|
| Kudos received | Event | The person who received kudos | When someone gives them kudos |
| Change request submitted | Event | HR and directory admins | When someone asks HR to correct a profile field |
| Change request received | Event | The person who asked (and the employee, when HR asked for them) | When a change request is submitted |
| Profile updated by HR | Event | The employee | When HR edits their directory record |
| Change request approved | Event | The person who asked | When HR approves the request |
| Change request declined | Event | The person who asked | When HR rejects the request |
| Microsoft 365 sync failed | Event | Directory admins | When a Microsoft Graph sync fails |
| Complete your profile | Reminder | People below the completeness threshold | Every N days until the profile is complete enough |
| Upcoming birthday (manager) | Reminder | The manager | N days before a team member's birthday (only for people who share it) |
| Happy birthday | Reminder | The person | On their birthday (only for people who share it) |
| Upcoming work anniversary (manager) | Reminder | The manager | N days before a team member's work anniversary |
| Happy work anniversary | Reminder | The person | On their work anniversary |
| New starter coming (manager) | Reminder | The new starter's manager | N days before the start date |
| Welcome aboard | Reminder | The new starter | On their first day |
| Change requests waiting (HR digest) | Reminder | HR and directory admins | When requests have waited longer than N days, every N days |
B. Profile fields
Default visibility is shown. Admins can change it for every field.
| From Microsoft 365 (synced) | Default visibility | From the employee (self-service) | Default visibility |
|---|---|---|---|
| Job title | Everyone | About me | Everyone |
| Department | Everyone | Skills & expertise | Everyone |
| Manager | Everyone | Projects | Everyone |
| Office | Everyone | Languages | Everyone |
| City | Everyone | Interests | Everyone |
| State / province | Everyone | Pronouns | Everyone |
| Country | Everyone | Birthday (day and month, opt-in) | Everyone |
| Company | Everyone | Everyone | |
| Employee type | Everyone | Work mode | Everyone |
| Employee ID | HR only | Time zone | Everyone |
| Start date | Everyone | Working hours | Everyone |
| Everyone | |||
| Work phone | Everyone | ||
| Mobile | Everyone |
C. SharePoint lists created
All with the prefix ED_, all hidden from Site contents: Settings, Employees, Profiles, Departments, ChangeRequests, Kudos, Favorites, SyncLog, Activity, Notifications, ReminderLog, NoticeReads, and the Photos picture library.
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