People directory
The person directory lists external individuals as well as employees of the company.
Who sees what?
URL: /ExternalParticipants
Here you will generally see:
- all persons registered in the system – external individuals (including former employees) and employees
Note: If you view the profile of a former employee under External Individuals, you will only see a reduced profile (no salary data, no information regarding working hours, no employee review meeting). However, it is possible to plan the participation of former employees at events, to include them in succession planning (re-entry) or to manage the individual as an external knowledge bearer within the network.
Basic roles
Employees:
- have no access to this area unless they have been assigned an additional role of "Succession planner", "Event administrator" or "Network administrator".
Supervisors:
- have no access to this area unless they have been assigned an additional role of "Succession planner", "Event administrator" or "Network administrator".
Supervisors with access to organizational units:
- have no access to this area unless they have been assigned an additional role of "Succession planner", "Event administrator" or "Network administrator".
HR staff and CEOs:
- see all employees for whom they have access to at least one job (as a manager, as a supervisor or by access via the organizational unit)
- see all external individuals who have never worked for the company and are linked with the HR staff member in at least one network group or do not belong to any network group
- can see all external individuals who have worked for the company, provided that s/he has access to the external individual's archived job
Administrators:
- can see everyone
External individuals:
- have no access to the internal area (supervisor area) unless they have an additional role
Additional roles, module roles that affect the rights of basic roles
Additional role: Succession planner for employees, supervisors
- can see all employees for whom s/he has access to at least one job (as a manager or as a supervisor)
- can see all external individuals who have never worked for the company and are linked with the employee or supervisor in at least one network group or do not belong to any network group
- can see all external individuals who have worked for the company, provided that s/he has access to the external individual's archived job
Additional role: Succession planner for supervisors with access to organizational units
- can see all employees for whom s/he has access to at least one job (as a manager, as a supervisor or by access to active jobs via the organizational unit)
- can see all external individuals who have never worked for the company and are linked with the employee or supervisor in at least one network group or do not belong to any network group
- can see all external individuals who have worked for the company, provided that s/he has access to the external individual's archived job
Additional role: Event administrator for employees, supervisors
- can see all employees for whom s/he has access to at least one job (as a manager or as a supervisor)
- can see all external individuals who have never worked for the company and are linked with the employee or supervisor in at least one network group or do not belong to any network group
- can see all external individuals who have worked for the company, provided that s/he has access to the external individual's archived job
Additional role: Event administrator for supervisors with access to organizational units
- can see all employees for whom s/he has access to at least one job (as a manager, as a supervisor or by access to active jobs via the organizational unit)
- can see all external individuals who have never worked for the company and are linked with the employee or supervisor in at least one network group or do not belong to any network group
- can see all external individuals who have worked for the company, provided that s/he has access to the external individual's archived job
Additional role: Event administrator for external individuals
- see external individuals with whom s/he is linked in at least one network group or who do not belong to any network group
- (External individuals who have activated their "No group restriction" flag can see all other external individuals.)
Additional role: Network administrator for employees, supervisors
- can see all employees for whom s/he has access to at least one job (as a manager or as a supervisor)
- can see all external individuals who have never worked for the company and are linked with the employee or supervisor in at least one network group
- can see all external individuals who have worked for the company, provided that s/he has access to the external individual's archived job
Additional role: Network administrator for employees, supervisors
- can see all employees for whom s/he has access to at least one job (as a manager, as a supervisor or by access to active jobs via the organizational unit)
- can see all external individuals who have never worked for the company and are linked with the employee or supervisor in at least one network group
- can see all external individuals who have worked for the company, provided that s/he has access to the external individual's archived job
Additional role: Network administrator for external individuals
- can see external individuals with whom s/he is linked in at least one group
- (External individuals who have activated their "No group restriction" flag can see all other external individuals.)
Multiple actions
- Communication
- Send email(s) from template
- Create letter(s) from template
- Create distribution list
- Add to existing distribution list
- Send new password
- Set new password
- Assign to an event
- Assign new members to a network group
- Cancel memberships of a network group
- Add to survey participants list
- Export external individuals in Excel
- Delete