The People Directory in bob encompasses all of the employees in your company and every detail you need to know about them. From functional information like important numbers (National Insurance, Social Security, Tax Numbers) and salary details, to more personal information like hobbies and birthdays, everything can be added.

Navigating and configuring the people directory can be done right from the screen. You can quickly sort your employees by their team, site, status or other fields.

Setting up the People Directory

Use the following steps to configure the People Directory.

Note: any alterations in the People Directory will remain after you exit this page. This only affects your view.

  1. Press People in the left-hand menu and click on People Directory

  2. To add employee data:
    a. Press the column picker on top right of the table
    b. Scroll or search for the employee fields that you’d like to select and click to add
    c. Click Apply

  3. To remove employee data, use one of two methods:
    a. Column picker
    i. Press the column picker on top right of the table
    ii. Scroll or search for the employee fields that you’d like to select and click to remove
    iii. Click Apply
    b. Column deletion
    i. Hover over the title of a column of the employee field you wish to delete
    ii. Click the X to the right of the title

  4. Change the order of the columns by holding and dragging the title of any column you wish to move to where you’d like it to be in the directory

  5. Sort the directory order using the column titles
    a. Alphabetical orientation (A-Z or Z-A)
    i. Click on the column title to switch between an A-Z and Z-A alphabetical list
    Note: this action will affect the entire table
    b. Numerical orientation (from smallest-to-largest or largest-to-smallest)
    i. Click on the column title to switch between a smallest-largest and largest to smallest numerical ordering
    Note: this action will affect the entire table

  6. Filter to see specific employee data using the quick filters above the table

  7. Click the Advanced option above the table and use Custom filters to view people by a set of conditions
    a. To add a new condition, click + Add condition and select the desired values in each of the dropdowns from left to right
    b. Repeat to add more conditions
    c. Click Apply

Tip: Depending on your permissions, you can save your directory view as a report!

Bulk Actions

Need to trigger a task list for a specific group of employees? Or make sure everyone reads the company’s new HR policy? The bulk actions feature can be used to trigger employee actions within bob.

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