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People list

Learn how to efficiently access, manage, and utilize the people list

Updated over 2 weeks ago

⚠️ Available with any of the following subscriptions: Standard or Professional packages

In the People tab, users have access to all employees within the company, allowing them to view personal profiles and navigate through teams and the organizational chart with ease.

This article provides a comprehensive guide on accessing the directory, creating new employees, utilizing filters, monitoring onboarding progress, exporting employee lists, and setting up access rights.

Access the people list

Accessing the directory is simple. Navigate to the People tab located on the left-hand side of your PeopleForce dashboard.

Add people to the system

Creating new employees is streamlined through the Directory. Follow these steps:

  1. Navigate to the People > Directory.

  2. Click on the "+ New hire" button.

  3. Select the form you want to use.

  4. Fill out the default form with the necessary employee details.

  5. Ensure completion of mandatory fields.

  6. Click Save to transfer the information into the new employee's profile seamlessly.

Use filters

The Directory offers various filters for customized searches:

  • Status (e.g., all, terminated, employed, hired)

  • Position

  • Department level

  • Department

  • Division

  • Location

  • Team

  • Job level

  • Type of employment

  • Additional filters: All employee fields you have permission to view or edit are available under the Add filter button.

With the new arrow pagination navigation, you can easily scroll through tables without having to scroll all the way to the bottom.

Track employee transitions in the Directory

In the directory, you can monitor employees on probation, onboarding, and offboarding, and track the status of tasks related to onboarding and offboarding.

Export employee lists

Export comprehensive lists of employees in .xlsx or .csv formats:

  1. Click the three dots in the upper right corner.

  2. Utilize filters to download specific employee data, such as terminated employees or employees from a particular department.

Set up access rights

Customize access rights to the directory, org chart, and filters within PeopleForce:

1. Navigate to the "Roles & permissions" section in Settings.

2. Find the desired role and click it.

3. Scroll down to permissions for company-wide actions.

4. Enable permissions in the General tab based on role requirements.

5. Save settings.

💡 Please note that you must have the appropriate administrator rights to be able to configure access rights.

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