Employees framework

Scope of users available

All users are included in the users referential ; including inactive and private profiles.

Archived users can only be seen by users who have the specific right for it.

Table of employees

In the columns, you'll find all the information relating to each employee, including :

• Surname(s), first name(s), e-mail address
• Their job title, and the different organizational levels to which they belong
• City and country
• Manager and HR
• Administrative and mobility status
• Seniority and date of last experience
• Information relating to his activity on the platform: profile relevance, visibility (public or private profile), date added to the platform and activation date.
• The various additional properties you have set up with your Customer Success

You can show or hide columns according to their relevance to your company, and you can also order them within the table to best reflect your organizational structure.

 

Search and filters

The search bar works on the following elements:

• Last name, first name, employee email
• Client ID

Various filters are also available, and you can combine them to define which employees are available to you.

Manager and HR filters are limited to users that actually are Managers and/or HR.

Manage employees dataset

Various actions are available to manage your employee framework. You can add, modify and delete employees.

Changes made on the platform must also be taken into account in on the flow, so as not to be overwritten by data imports on the platform.

Create or edit employees

You can create and/or edit employees manually. Click on "Add a new employee" from the table and fill in the form.

Once an employee has been added, he or she receives an email inviting him or her to connect to the platform.

 

Delete employees

You can delete users if needed, unless :

• they are 365 admins AND/OR
• they have managees AND/OR
• it is yourself

This action is irreversible and all information relating to the employee will be deleted.

Export data

The export is asynchronous and is there by default on the platform

Click on Export to download the Excel file of your framework. If the export is too big, you'll receive it by email in a few moments.

This file includes all the information in your employee framework, as well as data relating to their skills, aptitudes and experience. If you have filtered your results before generating the export, only the filtered data will appear.

It is based on the scope of results, and follows the order defined with your customer success