Set up organisations, units and profiles
This is the structure the rest of the suite hangs off: an employee belongs to a unit, and a great deal of what people may see is decided by which company they are in.
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Directory
Directory is the shape of the organisation itself: the companies, the units inside them, the groups people belong to, and the list everybody can look through to find a colleague.
Try it in the demodirectory · 3 tasks
Before you start
- A decision on how many companies you are actually running — most other modules scope to it.
What Directory does
The shape of the organization itself.
Put people into groups
Groups are how a set of people is addressed at once — in permissions, in chat mentions, in announcements. Build them around what people do rather than where they sit.
Let everyone use the directory
The directory is the one part of HR that is meant to be open. It answers "who is that and what do they do" without exposing anything that belongs in the employment record.
What it claims to do
The capability list this guide is written against, unabridged. Nothing above adds to it.
Directory on the Human Resources page- Organizations, units and profiles
- Groups that people belong to
- A directory everyone can look through
Where it connects
The modules Directory hands work to, or takes it from. Most problems that look like one module are a handover between two.