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Permissions","\u002Fsecurity\u002Froles-and-permissions","9.security\u002F6.roles-and-permissions","i-lucide-key-round",{"id":396,"title":283,"body":397,"description":1026,"extension":1027,"links":1028,"meta":1029,"navigation":1030,"path":284,"seo":1031,"stem":285,"__hash__":1032},"docs\u002F7.people\u002F1.directory-and-profiles.md",{"type":398,"value":399,"toc":1010},"minimark",[400,404,408,413,416,449,454,461,505,512,519,523,526,570,602,606,613,734,747,759,763,774,779,856,860,871,875,881,888,908,915,952,972,976],[401,402,283],"h1",{"id":403},"directory-profiles",[405,406,407],"p",{},"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.",[409,410,412],"h2",{"id":411},"the-directory","The directory",[405,414,415],{},"The directory is a searchable, filterable list of everyone in your organization.",[417,418,419,427,433,439],"ul",{},[420,421,422,426],"li",{},[423,424,425],"strong",{},"Search"," by name or email.",[420,428,429,432],{},[423,430,431],{},"Filter"," by Department, Role, and Status.",[420,434,435,438],{},[423,436,437],{},"Export"," the list to CSV, PDF, or Excel.",[420,440,441,444,445,448],{},[423,442,443],{},"Add User"," and ",[423,446,447],{},"Departments"," buttons appear for administrators and executives only.",[450,451,453],"h3",{"id":452},"who-can-see-the-directory","Who can see the directory",[405,455,456,457,460],{},"Visibility is configurable per organization in ",[423,458,459],{},"Company Directory settings",". Choose one of:",[462,463,464,477],"table",{},[465,466,467],"thead",{},[468,469,470,474],"tr",{},[471,472,473],"th",{},"Setting",[471,475,476],{},"Who can browse the directory \u002F org chart",[478,479,480,489,497],"tbody",{},[468,481,482,486],{},[483,484,485],"td",{},"Everyone",[483,487,488],{},"All employees",[468,490,491,494],{},[483,492,493],{},"Admins + Department heads",[483,495,496],{},"Administrators, executives, and department heads",[468,498,499,502],{},[483,500,501],{},"Admin only",[483,503,504],{},"Administrators and executives only",[405,506,507,508,511],{},"Department heads only ever see members of ",[423,509,510],{},"their own department",", regardless of the broader setting.",[405,513,514,515,518],{},"Admins can also toggle which ",[423,516,517],{},"directory fields"," are visible to everyone — basic contact details, job info, and social links — independently of the full profile.",[450,520,522],{"id":521},"view-modes","View modes",[405,524,525],{},"The org chart page offers three ways to look at your people:",[462,527,528,538],{},[465,529,530],{},[468,531,532,535],{},[471,533,534],{},"View",[471,536,537],{},"What it shows",[478,539,540,550,560],{},[468,541,542,547],{},[483,543,544],{},[423,545,546],{},"List",[483,548,549],{},"A compact, sortable table of everyone",[468,551,552,557],{},[483,553,554],{},[423,555,556],{},"Directory",[483,558,559],{},"A grid of profile cards",[468,561,562,567],{},[483,563,564],{},[423,565,566],{},"Org Chart",[483,568,569],{},"A reporting-line tree based on each person's manager",[571,572,575],"callout",{"color":573,"icon":574},"blue","i-lucide-info",[405,576,577,580,581,584,585,589,590,593,594,597,598,601],{},[423,578,579],{},"Reporting lines."," The org chart is built from each user's ",[423,582,583],{},"manager"," (the ",[586,587,588],"code",{},"reportsTo"," relationship). A person's ",[423,591,592],{},"Direct Reports"," are listed on their ",[423,595,596],{},"Job"," tab. To change who someone reports to, edit their employment details (admin\u002Fexec only — see ",[599,600,287],"a",{"href":288},").",[409,603,605],{"id":604},"the-employee-profile","The employee profile",[405,607,608,609,612],{},"Each employee has ",[423,610,611],{},"one profile page"," organized into tabs. Which tabs appear depends on whether you're viewing your own profile and on your role.",[462,614,615,625],{},[465,616,617],{},[468,618,619,622],{},[471,620,621],{},"Tab",[471,623,624],{},"Who sees it",[478,626,627,637,645,654,664,673,681,690,698,707,716,724],{},[468,628,629,634],{},[483,630,631],{},[423,632,633],{},"Personal",[483,635,636],{},"Everyone (with PII gating — see below)",[468,638,639,643],{},[483,640,641],{},[423,642,596],{},[483,644,485],{},[468,646,647,652],{},[483,648,649],{},[423,650,651],{},"Time Off",[483,653,485],{},[468,655,656,661],{},[483,657,658],{},[423,659,660],{},"Documents",[483,662,663],{},"Your own profile, or admin \u002F department head",[468,665,666,671],{},[483,667,668],{},[423,669,670],{},"Certifications",[483,672,485],{},[468,674,675,679],{},[483,676,677],{},[423,678,203],{},[483,680,485],{},[468,682,683,688],{},[483,684,685],{},[423,686,687],{},"Assets",[483,689,663],{},[468,691,692,696],{},[483,693,694],{},[423,695,302],{},[483,697,663],{},[468,699,700,704],{},[483,701,702],{},[423,703,297],{},[483,705,706],{},"Administrators or department heads only",[468,708,709,713],{},[483,710,711],{},[423,712,268],{},[483,714,715],{},"Per workflow \u002F role",[468,717,718,722],{},[483,719,720],{},[423,721,273],{},[483,723,715],{},[468,725,726,731],{},[483,727,728],{},[423,729,730],{},"Custom tabs",[483,732,733],{},"One per configured custom tab, gated by that tab's visible-to-roles",[571,735,737],{"color":736,"icon":574},"amber",[405,738,739,742,743,746],{},[423,740,741],{},"Benefits tab."," A Benefits tab exists in the system, but it is currently ",[423,744,745],{},"disabled in the app",". Benefits administration (including dependents) is available via the API but is not yet surfaced in the user interface, so there is no end-user Benefits experience today.",[405,748,749,750,752,753,755,756,758],{},"For the data captured on the HR-focused tabs (compensation, certifications, assets, notes, custom fields, and more), see ",[599,751,292],{"href":293},". For goals, 1:1s, and reviews, see ",[599,754,297],{"href":298},". For courses and assignments, see ",[599,757,302],{"href":303},".",[450,760,762],{"id":761},"inline-editing","Inline editing",[405,764,765,766,769,770,773],{},"Each profile section has its own ",[423,767,768],{},"edit form"," — you edit a section in place rather than opening one giant form. There is ",[423,771,772],{},"no \"request a change → approval\" workflow",": an edit you're allowed to make is saved directly.",[775,776,778],"h4",{"id":777},"self-service-vs-admin","Self-service vs. admin",[462,780,781,791],{},[465,782,783],{},[468,784,785,788],{},[471,786,787],{},"Area",[471,789,790],{},"Who can edit",[478,792,793,804,814,825,834,843],{},[468,794,795,801],{},[483,796,797,798,800],{},"Your own ",[423,799,633],{}," sections",[483,802,803],{},"The employee (self-service)",[468,805,806,811],{},[483,807,808],{},[423,809,810],{},"Certifications, Education, Languages, Visas",[483,812,813],{},"The employee (self-service) or admin\u002Fexec",[468,815,816,822],{},[483,817,818,821],{},[423,819,820],{},"Job \u002F employment"," fields",[483,823,824],{},"Admin \u002F exec only",[468,826,827,832],{},[483,828,829],{},[423,830,831],{},"Compensation",[483,833,824],{},[468,835,836,841],{},[483,837,838],{},[423,839,840],{},"Leave allowance",[483,842,824],{},[468,844,845,854],{},[483,846,847,850,851,853],{},[423,848,849],{},"Manager"," (",[586,852,588],{},")",[483,855,824],{},[450,857,859],{"id":858},"profile-completeness","Profile completeness",[405,861,862,863,866,867,870],{},"Profile completeness is a ",[423,864,865],{},"0–100 score"," derived from roughly 13 key fields. When a profile is under 100%, a progress bar is shown to ",[423,868,869],{},"administrators and executives"," so they can chase down missing details. Newly created users start at a completeness of 60.",[409,872,874],{"id":873},"pii-privacy-gating","PII privacy gating",[405,876,877,878],{},"The profile enforces strict privacy. ",[423,879,880],{},"Who you are determines how much of a profile you see.",[405,882,883,884,887],{},"The ",[423,885,886],{},"full profile"," — including encrypted PII such as tax ID, emergency contact, and bank details — is returned only to:",[417,889,890,896,902],{},[420,891,883,892,895],{},[423,893,894],{},"person themselves",",",[420,897,898,901],{},[423,899,900],{},"Administrators and executives",", or",[420,903,904,905,758],{},"A ",[423,906,907],{},"department head viewing a member of their own department",[405,909,910,911,914],{},"Everyone else gets a ",[423,912,913],{},"directory-only view"," (the basic, admin-configured fields).",[462,916,917,927],{},[465,918,919],{},[468,920,921,924],{},[471,922,923],{},"Field",[471,925,926],{},"Visibility",[478,928,929,937,944],{},[468,930,931,934],{},[483,932,933],{},"SIN \u002F Tax ID",[483,935,936],{},"Masked; shown only to admin\u002Fexec",[468,938,939,942],{},[483,940,941],{},"Citizenship certificate number",[483,943,936],{},[468,945,946,949],{},[483,947,948],{},"Emergency contact, bank details",[483,950,951],{},"Full-profile viewers only",[571,953,955],{"color":954,"icon":101},"green",[405,956,957,960,961,964,965,968,969,971],{},[423,958,959],{},"Privacy by design."," Sensitive fields are ",[423,962,963],{},"encrypted at rest",", and access to protected health information (PHI) is ",[423,966,967],{},"logged",". See ",[599,970,391],{"href":392}," for the full role model.",[409,973,975],{"id":974},"troubleshooting-notes","Troubleshooting & notes",[417,977,978,984,992,998,1004],{},[420,979,980,983],{},[423,981,982],{},"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\u002Fexecs, and a department head viewing their own team member. Everyone else sees a directory-only view.",[420,985,986,989,990,758],{},[423,987,988],{},"The directory is empty or limited for me."," Directory visibility is set per organization (Everyone \u002F Admins + Department heads \u002F Admin only), and department heads only see their own department. Ask an administrator to check ",[423,991,459],{},[420,993,994,997],{},[423,995,996],{},"I don't see the Performance tab."," It's visible only to administrators and department heads.",[420,999,1000,1003],{},[423,1001,1002],{},"The Benefits tab is missing."," It's intentionally disabled in the app.",[420,1005,1006,1009],{},[423,1007,1008],{},"Profile completeness won't reach 100%."," Fill in the remaining key fields; the bar is only shown to admins\u002Fexecs while a profile is under 100%.",{"title":1011,"searchDepth":1012,"depth":1013,"links":1014},"",1,2,[1015,1020,1024,1025],{"id":411,"depth":1013,"text":412,"children":1016},[1017,1019],{"id":452,"depth":1018,"text":453},3,{"id":521,"depth":1018,"text":522},{"id":604,"depth":1013,"text":605,"children":1021},[1022,1023],{"id":761,"depth":1018,"text":762},{"id":858,"depth":1018,"text":859},{"id":873,"depth":1013,"text":874},{"id":974,"depth":1013,"text":975},"Browse the people directory and org chart, and understand the employee profile, its tabs, inline editing, and PII privacy gating.","md",null,{},{"icon":131},{"title":283,"description":1026},"AE309Bpcy3d_gt6jwcavCgORzpqezN2zyQbdQihuQ44",[1034,1036],{"title":273,"path":274,"stem":275,"description":1035,"icon":276,"children":-1},"The deliberate offboarding flow — the Offboard form, the one-transaction cleanup it performs across leaves, approvals, time, expenses, documents, projects and access, the guardrails, and offboarding checklists.",{"title":287,"path":288,"stem":289,"description":1037,"icon":290,"children":-1},"Add new employees, edit their details, and manage the full user lifecycle — offboarding, reactivation, deletion, roles, departments, and managers.",1781157131056]