Table of contents

In this article, you can learn how to find the right person within your organization in Happeo.

People Directory 1.png

Some of the ways to connect with users

  • Visual org chart
  • Up-to-date contact directory
  • Fully searchable profiles
  • User calendars

The People Directory allows your employees to browse and discover people, view contact information & availability, and connect directly.

Please ensure that your Google Workspace or Azure Directory is up-to-date and that all your groups are set up correctly, as this will allow you to get the most out of the people functional, such as the Organizational Chart.

Manage the People Directory view

New_People_Directory_1.png

To manage the People Directory view, you can filter by:

  • Department
  • Title
  • Cost center
  • Location 
  • Organization

People Directory 1.png

You can also sort people by ascending (A-Z) or descending (Z-A).

The presentation of people can be customized either by grid or list view.

Search for people

You can search for people using the People Directory Search Bar. 

All of the filtering options will still be available when searching for someone. 

You can find more information here if you want to learn more about searching for people using Happeo’s main Search tool.

Filtering using Google’s custom attributes

Google's custom attributes can be used to filter searches in the People Directory, making it easier to find the right people.

Manage the visibility of custom attribute filters

As an Admin, you can manage which custom attributes appear as filters when searching for people in the People Directory. To do so, you can:

  1. Go to the Admin Settings (by clicking your avatar at the top right corner of the page and selecting Admin Settings)
  2. Click on People directory
  3. Select Filters
  4. Toggle the custom attributes you want visible as filters
    1. You will receive a pop-up message on the edge of your screen confirming that the filters have been successfully changed
    2. You can also reset the custom attribute visibility settings by clicking Reset to default at the top-right of the list

People Directory 2.png

Use custom attribute filters

In the People Directory, you can find the toggled custom attributes below the People Directory search bar. When clicking on a custom attribute, you can:

  • Select a filter by checking one or more of the boxes
  • Hover over the ‘i’ icon for more information about the attribute

People Directory 2.png

People Directory 1.png

Manage People Directory attributes

As an Admin, the default is that all People Directory attributes will show for each user from the People Directory. With that said, you can:

  1. Go to the Admin Settings (by clicking your avatar at the top right corner of the page and selecting Admin Settings)
  2. Click People Directory and toggle off any skills / attributes you do not want to be displayed for all of the users in the People Directory
  3. Addtionally: You can rearrange the order that the skills / attributes appear in the People Directory by clicking Reorder at the top right of the page and then dragging the skills / attributes by the three dots on the left of them

The display of a custom user attribute in Happeo User Profiles can only be managed through the Google Admin Panel, and it is not possible to control this setting from within Happeo. So, if you have custom user attributes enabled and would like to make any changes, adjusting them from the Google Admin Panel is recommended. There, you will have the ability to toggle the attributes as necessary based on your specific requirements.

User Profiles

Clicking on a user will open their User Profile. 

To read more about User Profiles, please see this article.

Organizational Chart

By clicking the Organizational Chart, you can find your organization’s Org Chart. For more information, please see this article

Troubleshooting

Unseated and unassigned users are appearing in my People Directory / People Search

To ensure that unseated / unassigned users are not visible in Happeo's People Directory, People Search (or Org Chart), as a Google admin, you can follow any of the following steps:

  1. You can disable directory sharing for each unassigned / unseated user individually through their Google admin panel. However, this approach has a downside: it also hides these users in Google, which may or may not be desired. Additionally, this process is quite manual
  2. Alternatively, you can first suspend the unassigned / unseated user in Google and then move them to a Google Organizational Unit (OU) that is not synced or within the scope of Happeo. It is crucial to follow this specific order to avoid the need for an orphan scan
    1. If the users are moved to an un-synced OU and then suspended, you will need to request an orphan scan
  3. In the event that the suspension of users in the Google platform is not preferable, and there exists a requirement to prevent the visibility of specific employees or former employees within Happeo, a course of action would involve transferring them to an Organizational Unit (OU) that is unsynchronized or lies outside the scope of Happeo's synchronization. Subsequently, it is advised to submit a support ticket to Happeo and request an orphan scan. This scan, once executed, will automatically suspend all users who no longer fall within the synchronized scope but have yet to be designated as suspended

Why can’t I turn off email sending to secondary emails?

Toggling off Email only toggles off the primary email address from the visible attributes in a User Profile. Secondary emails, however, are controlled on the Google side. To toggle off secondary email addresses, please see this link.

 

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