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The Profile Directory helps you search peoples' profiles across the intranet. Find specific people who match the search criteria you've entered, be its name, location, skills or experience you seek |
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Topics: How to Use Profile Directory
Topics in this list are for all intranet users who need to search for people |
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Topics: How to Set-up Profile Directory
Topics in this list relate to configuring and defining how this app looks and |
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Searching Profile Directory
The Profile Directory is used to search for employees within your organization. Go to the Profile Directory on the Layout. Enter a Search term related to a user such as First Name, Last Name, Location etc, or select View All
If you have entered search terms or selected View All, you will end up at the Profile Directory results page. At the Profile Directory you can:
Filter Search Results Use the Filter Search Results panel on the left to further refine your search results. Simply select the check boxes of the options within each of the required sections.
Click here for more information on Managing Filters
New Search To perform another search select the New Search option located within the Profile Directory Search above the search results. By clicking on this option, it will clear the current search for you to enter a new search term or multiple search terms.
Share Search You may have run a search for people with a specific skill set, for example, all Management with recruitment experience. Or perhaps, all staff at the California office. If you wish to share this search with another person or add it to a Content Page in (iD CMS app), quick lInks (Quick Links app) or navigation (Nav Editor app).
Select the Share Search option located within the Profile Directory Search above the search results. By clicking this option it will initiate a Copy Link prompt where you can select the Copy Link button to copy the URL of this search.
Follow Select the Follow button of the relevant people you wish to follow or watch within your Activity Feed. This means that any posts or updates made by the users you will follow will appear and display within your feed.
Click here for more information on how to view your Activity Feed.
Using the Profile pop-up
This Pop-up will appear anytime you hover your mouse over on a person's name, anywhere within the intranet, including the search results, as shown here. Select View or click on their name to go to their Profile.
Featured Contacts or Priority Contacts
When entering a search term or multiple search terms within the Profile Directory it may return a Featured or Priority Contact as shown below. Click here for more information on Managing Priority Contacts.
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For Intranet Administrators: Setting Up Profile Directory
Adding Profile Directory to a Subsite Layout (using the Layout Manager app)
If you want to add the Profile Directory to your layout, this is as simple as editing the layout then dragging the Profile Directory component into the desired location.
The Fields you can search by are determined by the site's Metadata on a Profile. To learn more about Metadata click here.
Publish the Layout to Live for your changes to take effect.
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Manage Filters
To control the metadata that will be shown and used as filters on the Profile Directory Search Results page this can be managed via the iD Administration.
- From the Application Explorer, select Home Subsite
- Select My iD > Profile Directory
- Select Manage Filters
From here you can Add or Remove Filters
- To Remove a filter select the Metadata Field listed and then select the Remove Filter button
- To Add, Filters select the Add Filters button. An Add Filters pop-up will be initiated. Select the check boxes of the relevant metadata fields you wish to add as a filter.
- Select the OK button to add to the list
Manage Primary Contacts
Primary Contacts are users who will be promoted in the Profile Directory Search Results when specific search terms are entered or filtered.
Based on the keywords set, the Priority Contact will be featured above the Profile Directory results in the page.
- From the Application Explorer, select Home Subsite
- Select My iD > Profile Directory
- Select Manage Priority Contacts
From here you can Add, Edit and Delete Priority Contacts.
- To Add, Priority Contact select the Add Priority Contact button
- You will be initiated to run through the Add Priority Contact wizard
Step 1. Details:
Select Add User to add a Priority Contact then enter the Keywords into the Keywords field to start associating the contact with the listed keywords.
If you add multiple keywords in one priority contact setup Select the Next button
Step 2. Finish:
This step provides a summary of the Keywords with the Contact added.
Select the Finish button
- The Priority Contact will be added to the list, select the OK button to save and exit or select the Apply button to save but stay on the same page.
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Setting the Profile Directory - Number of Displayed Results
Profile Directory search results appear directly below the filters set. By default 20 results will appear, then the user can select View More:
A Superuser with access to the iD Admin can alter the default results number to 10, 20, 40, 80, 100. Here's how:
Log into the Admin, going to Application Explorer > Administration > Utilities > Config Settings
In Filter Settings, search the term 'Profile Directory' then select Profile Directory Number of Results.
The number of default results will display, i.e. 20. To change, select Edit:
From the drop down select the number of results you want to appear by default, 10, 20, 40, 80 or 100. Then select Update. The change is now saved.
Go to the Front End of the Intranet to run a Profile search and test the change.
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Setting the Profile Directory - Method of Wildcard Searching
When a user enters an entire Given Name and/or Last Name OR part of a Given and/or Last name, the Profile Directory will search with hidden wildcards, e.g. a search for 'Ste' as a given name will return ALL users in the system with a given name starting with 'Ste'. This is because the default setting for Profile Directory search is to place wildcards at the end of the name.
For example, a search for 'Ste' will pull 'Steven' and 'Stephen' and 'Stefan' whilst a search for 'Sam' will also pull 'Samantha'
A Superuser with access to the iD Admin cab alters the default the wildcards to:
No wildcards - exact search on entered terms only
Wildcards at end of words - default setting, will search term/part of term for matches with alternatives at the end of each entered term
Wildcards at start and end - will search term/part of term for matches with alternatives at the start and end of each entered term
Here's how:
Log into the Admin, going to Application Explorer > Administration > Utilities > Config Settings
In Filter Settings, search the term 'Profile Directory' then select Profile Directory Search Wildcard Method.
A description of the function will display, please read this and to change, select Edit:
From the drop down select the option you want; Manual Wildcards; Automatically Added Wildcards to End or; Automatically Added Wildcards to Start and End. Then select Update. The change is now saved.
Go to the Front End of the Intranet to run a Profile search and test the change.
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