Directory & Profiles

The People directory is the central place to find colleagues, view the reporting structure, and open an employee's full profile. Every person in your organization has a single profile page made up of tabs — and what each viewer can see is carefully gated by role and privacy rules.

The directory

The directory is a searchable, filterable list of everyone in your organization.

• Search by name or email.
• Filter by Department, Role, and Status.
• Export the list to CSV, PDF, or Excel.
• Add User and Departments buttons appear for administrators and executives only.

Who can see the directory

Visibility is configurable per organization in Company Directory settings. Choose one of:

Department heads only ever see members of their own department, regardless of the broader setting.

Admins can also toggle which directory fields are visible to everyone — basic contact details, job info, and social links — independently of the full profile.

View modes

The org chart page offers three ways to look at your people:

The List view's Columns control chooses what the table shows. Employee # is available there to administrators and executives, switched off by default.

Roles do not place anybody on the chart. An executive is not automatically at the top: if an executive reports to somebody, they appear beneath them, which is the right answer for an organization whose leadership reports to a founder, a board or a parent company. Role affects only the order the top-level people are listed in.

Anyone who reports to nobody is a top-level person, so a chart can have several. Three cases also surface at the top rather than disappearing:

• somebody whose manager is deactivated or otherwise not shown;
• somebody recorded as their own manager;
• a loop — A reports to B and B reports to A — where the link that closes the circle is dropped.

Each of those is a sign the Reports To field needs attention on somebody's profile.

Downloading the chart

Export on the org chart view offers:

The files describe everyone active in the organization, built from the same Reports To field the chart uses, so a download and the chart always agree. They carry only what the chart itself shows — employee numbers and other HR fields are not included, for any role.

Who can download is set separately from who can browse, under Download Access in Company Directory settings. It defaults to all employees. Narrowing it is for organizations that are content for people to look at the chart but not to leave with a copy of the roster — somebody who cannot view the chart can never download it, whichever option is chosen.

Every download is recorded in the audit log as an Export of the org chart, with who took it, when, in which format and, for the .csv files, how many people it held. The setting is checked by the server for every format, including the PNG and PDF.

The employee profile

Each employee has one profile page organized into tabs. Which tabs appear depends on whether you're viewing your own profile and on your role.

For the data captured on the HR-focused tabs (compensation, certifications, assets, notes, custom fields, and more), see HR Records. For goals, 1:1s, and reviews, see Performance. For courses and assignments, see Training.

Inline editing

Each profile section has its own edit form — you edit a section in place rather than opening one giant form. There is no "request a change → approval" workflow: an edit you're allowed to make is saved directly.

Self-service vs. admin

Profile completeness

Profile completeness is a 0–100 score derived from roughly 13 key fields. When a profile is under 100%, a progress bar is shown to administrators and executives so they can chase down missing details. Newly created users start at a completeness of 60.

PII privacy gating

The profile enforces strict privacy. Who you are determines how much of a profile you see.

The full profile — including encrypted PII such as tax ID, emergency contact, and bank details — is returned only to:

• The person themselves,
• Administrators and executives, or
• A department head viewing a member of their own department.

Everyone else gets a directory-only view (the basic, admin-configured fields).

Troubleshooting & notes

• I can't see a colleague's full profile or their compensation. This is expected — full profiles and pay data are restricted to the person themselves, admins/execs, and a department head viewing their own team member. Everyone else sees a directory-only view.
• The directory is empty or limited for me. Directory visibility is set per organization (Everyone / Admins + Department heads / Admin only), and department heads only see their own department. Ask an administrator to check Company Directory settings.
• I don't see the Performance tab. It's visible only to administrators and department heads.
• The Benefits tab is missing. It's intentionally disabled in the app.
• Profile completeness won't reach 100%. Fill in the remaining key fields; the bar is only shown to admins/execs while a profile is under 100%.