Discover the power of your organization with Happeo’s People Directory
3 mins read
Mon, Jul 17, '23
3 mins read
Mon, Jul 17, '23
We created Happeo to help build better-connected companies. Better connections to information, knowledge, and, most of all – to the people you work with daily. In today’s world, there’s a good chance you work with people you’ve never met offline.
Perhaps you frequently need the help of your colleagues in IT, but they’re in a different country. Or maybe you need to leverage the knowledge of the people you work with but don’t know who the right person would be. To improve productivity and make cross-company collaboration easier than ever before, we’ve updated Happeo’s People section with the People Directory. Beta-testing customers have seen a 3x increase in People section visits by testing this feature. Customers on the Recommended/Growth packages and above will have access to this on August 15.
In short: it’s here to help you quickly navigate to the right person. The People Directory gives users a browsable overview of all the people who work in your company, adding to the existing search and org chart functionality.
We like to say that it’s your company’s digital phonebook – and we don’t mean those big stacks of paper from yesteryear. It comes complete with filters like department, title, and more, and filters for custom attributes can be configured in the Admin panel.
That’s not all. Instead of profile cards, users now have a complete profile page that can be linked to and customized, from a brief “about” section to a list of users' skills. You’ll better understand who you’re working with and the knowledge you can leverage. Like before, you can still message, call, or book a meeting with that user directly from their profile.
Getting the most out of the People Directory means two things:
When we built the People Directory, we asked for customer feedback on which fields you want to see present as default. We came up with the following:
With these default fields, you should be all set and don’t need to do anything else. However, we do recommend that you decide which fields you should include based on your company’s culture. For example, would your company want to show and celebrate people’s birthdays? Then you’ll want to toggle that on. Is seeing an employee’s cost center in their user profile unnecessary? Then toggle that off. To configure the fields you want to show or hide, go into your Admin panel and click on the People Directory tab.
Last for customizability: a user’s profile picture can still be customized within Happeo, even if the new one differs from the image provisioned through Google, Okta or Azure AD. Cover images can also be changed by users themselves, as well as Admins.
You can choose to display unseated users in your People Directory, though this is by default toggled off to prevent employees showing up who no longer work in the company.
Happeo’s People section relies on how your provisioning system has set up its users. We recommend IT professionals regularly audit its hygiene. As it’s the first entry point to populate new users in most of your tools, it’s important to keep it up-to-date. This means it might be a good opportunity to check your provisioning system for accuracy.
For example, if an employee moved to a different department but this was not updated in your provisioning system, they will still be under their old department in the org chart and their user profile.
The People Directory compliments the popular org chart and people-search function, completing Happeo’s People section. Every department’s work will live in different tools, but your provisioning system is still the beginning of an employee’s journey in your company – even if they personally never notice it. Because the People Directory is automatically populated with information from your provisioning system, you can count on Happeo as your starting point for a more connected company.
We encourage you to explore the People Directory and discover your colleagues, and we look forward to your feedback. If you need help deciding on your default settings, please contact your Customer Success Manager – we’re happy to help!