Configuring the Employee Directory and Org Browser
After installing the Employee Directory SuiteApp, set up the Employee Directory and Org Browser:
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Decide if you want to use the Employee Directory, the Org Browser, or both.
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Pick four fields to show on the Employee Directory for all employees.
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Pick three fields to show on the Org Browser for all employees.
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Apply a filter to include or exclude employees based on a NetSuite saved search.
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Choose which employees you want at the top of the Org Browser -they'll appear at the top of the org chart.
The Employee Directory SuiteApp comes with a default saved search that filters out inactive and terminated users. If you want to filter employees differently, create a saved search and select it on the Employee Directory Configuration page.
The directory listing for an employee shows the following information:
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Employee Name
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Office Phone Number
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Mobile Phone Number
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Email Address
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Action Button
Four more fields show up in each employee's directory listing. Configurable Field 1 comes right after the employee's name. As an administrator, you can choose which fields to show from the table below:
|
Configurable Fields |
Standard Fields |
Custom Field Types |
|---|---|---|
|
Configurable Field 1 |
Job Title |
Free-Form Text List/Record |
|
Configurable Field 2 |
Subsidiary Location Department Sales Role Type |
Free-Form Text List/Record |
|
Configurable Fields 3 & 4 |
Department Location Fax Hire Date Home Phone Phone Sales Role Subsidiary Supervisor Type |
Free-Form Text List/Record Date Date/Time |
The auto-suggest feature and filter panel on the Employee Directory SuiteApp use the configurable fields you pick The SuiteApp suggests or filters employees based on four standard fields: Job Title, Subsidiary, Location, and Department. For example, if Job Title is one of your configurable fields, the SuiteApp will suggest and filter by job title. You can pick custom fields for the others.
Three more fields appear in the org browser listing. Configurable Field 1 follows the employee name and has a larger font size than the other configurable fields. Configurable Field 1 has its own line above Configurable Field 2 and Configurable Field 3. The tables beloew show which fields you can pick:
|
Configurable Fields |
Standard Fields |
Custom Field Types |
|---|---|---|
|
Configurable Field 1 |
Job Title |
Free-Form Text List/Record |
|
Configurable Fields 2 & 3 |
Subsidiary Location Department Sales Role Type |
Free-Form Text List/Record |
For standard fields like Subsidiary and Sales Role to appear, make sure you've enabled the appropriate features.
To configure the employee directory and org chart:
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Go to Setup > Employee Directory/Org Browser > Preferences.
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To use the Employee Directory, check the Enable Employee Directory box.
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The Directory Layout section shows visible fields in the Employee Directory. Pick the field you want to appear under the employee name and title from the the Configurable Field 1 and Configurable Field 2 lists.
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Pick the fields you want to show on the right side of the directory listing from the Configurable Field 3 and Configurable Field 4 lists.
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To use the Org Browser, check the Enable Org Browser (Org Chart) box.
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The Org Browser Layout section shows visible fields in the Org Browser. Pick the three extra fields you want to display from the Configurable Field 1, Configurable Field 2, and Configurable Field 3 lists.
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Under Org Browser Top-Level Employees, click the arrow in the Employee field and pick the names of the employees you want to show at the top.
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Under Directory and Org Browser Filters, pick the saved search you want to use to filter employees out of the directory and org browser. To go back to the saved search that was included by default with the Employee Directory SuiteApp, select Employee Directory (Default) from the Saved Search list. For more information, see Saved Searches.
Important:Make sure that the saved search doesn't filter standard criteria based on information listed on the user’s record. Specifically, avoid filtering standard criteria such as Class, Department, Location, Subsidiary, and others and according to -Mine - or – Mine and Descendants -. These restrictions also apply to User Field... criteria that you can filter according to Class, Department, Location, Subsidiary, and more.
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Click Save.