How do I use Connections?
Start on the Home page.
I’m signed in as an employee. I want to get more familiar with my larger organization, and update my own profile.
Click Connections.
As I’m typing a name, I see the autosuggestions. Even with typos, I’ll see results. I can choose one of these or press Enter to get results.
In the search field, enter elizabeth.
Highlight autosuggest results.
Press Enter.
I’ll use the filters to narrow the results.
Click the Filter icon.
When I select a filter, I see how many worker assignments each option applies to.
Click to select the Location filter.
Highlight the locations and the numbers beside each that indicate how many people from the search results are in each location.
Click to select Atlanta (2).
I can add or remove filters, and continually refine my search.
Click the More filter selection.
Click to select Department and Position.
I don’t need to remember any of the specific information, such as the department, for the person I’m looking for, because it’s listed here for me.
Click the Department filter.
Highlight the Departments and the numbers beside each that indicate how many people from the search results are in each department.
I can add as many of the filters as I want, but for this search I’m only going to use Location and Title.
Click the Title filter.
Highlight the Titles and the numbers beside each that indicate how many people from the search results have each title.
Click to select Directory of HR Service Desk (1).
In the Search Results, click to select Elizabeth Mavery.
When I click a result, I see the person’s profile. In the panel on the left, I see Elizabeth’s title, contact info, and location. If I have phone and email integrated, I can click the links to call her or send her an email. I can also use the copy feature to copy her info to the clipboard and paste in other applications. If I click Favorite, Elizabeth will be added to a list of Favorites on my Grow page, next to popular connection recommendations for my role and career growth. I also see that Elizabeth has added direct links to her social networks, LinkedIn, Slack, and Zoom accounts. I can scroll through her info, including her organization, personal info, tags – which I can also do a search for, skills and development, experience, and feedback. While I’m here, I’ll quickly add some feedback.
Scroll through profile.
Highlight Tags specifically
In the What others think section, click the PLUS icon.
In the Who can see this field select Visible to Managers and Elizabeth.
In the What do you want to say? field, enter Great job closing the quarter!
Click Save.
I can search for anyone at any time from any profile page. I can also explore the organization and drill down into anyone’s profile using the org chart or any of the responsive links.
Click the Greater than symbol next to Elizabeth Mavery.
Click Robert Jackman.
Click Org Chart.
Click Elizabeth Mavery.
From anywhere in the org chart, I can search for anyone at any time. I can click up or down in the org chart to view more of the organization.
I can see that Elizabeth, in her Director of HR Service Desk assignment, has both a manager and a dotted-line project manager. I can also see all the worker assignments that report to her, including a dotted line report.
Highlight Jessica Mullen.
Scroll down and highlight Val Jones.
Click Robert Jackman.
When viewing a manager in the org chart, I can see the worker assignments that report to them by Directs, All Reports – including employees, contingent workers, and nonworkers, Departments, and Locations.
Click the All Reports tab.
Click to collapse Employee.
Click the Departments tab.
Click the Locations tab.
The listings for both Departments and Locations are ordered by number of reports. When I click on a department or location, I can see all the people who report up to this manager in that specific department or location.
Click Atlanta.
Click Elizabeth Mavery.
Click Elizabeth Mavery.
Now I’ll make some quick updates to my own profile.
Click the Search icon.
In the search field, enter curtis.
In the search results, click Curtis Feitty.
When my profile opens, I get a reminder to update the About Me section.
Click Dismiss.
I can edit my photo, as well as my title, contact info, social networks, LinkedIn, Zoom, and Slack accounts. I’ve already added some skills, interests, and expertise. Now I want to add a little more about myself and some tags that people can search on.
In the About Me section, click the edit icon.
Paste the info into the Tell us about yourself section.
In the Tags section, enter each tag and press Return.
Click Save.
Thanks for watching.