Before getting started
The who’s who is a directory of employees in your company. The business cards display the data of your choice for each employee and a link to their HR file. To access information on employees, you can click on their photo to display their business cards.
The organizational chart is a visual representation of how the company is organized. A new employee can easily understand the structure and the various departments. It can be exported in JPEG, PNG or PDF format.
The 4 configuration steps
Step 1: As the administrator, ensure you have the following permissions:
- View the who's who and the organization chart
- Configure the who's who
Step 2: Select the data that you would like to display in the who’s who
The type of employee data to be displayed in the business card can be set from Employees > Settings > Who’s who.
You can choose which data to display in the who’s who and give the users the option of editing it. If a data point is marked as editable, users can then edit it in the “public data” section in the “My account” page.
For Core HR customers: Please note, the custom data in the HR file can only be edited from the employee’s HR file. Only simple data can be added to the who’s who. Compound and/or multiple occurrence data can therefore not be displayed.
Step 3: Give access to employees via roles
If you want to expand the scope for consulting the who’s who and business cards for a given role (user / manager / administrator, etc.), go to role administration and, for the role in question, for the Employees application, edit the scope linked to the permission “View the who's who and the organization chart”.
Step 4: Ask your employees to upload their photo from their homepage by hovering over the “Photo” field.
For Core HR customers: Use the update request module to notify your employees and directly collect their photo from the dedicated form.