View People Preferences

The View People Preferences page allows you to configure the following preferences for View People:

  • Organizational unit (OU) filters
  • OU custom field filters
  • Succession metrics filters
  • Employee attributes filters
  • User Record custom field filters
  • Define the OUs that will display for each user in their employee card
  • Determine whether or not permission constraints should apply for users when viewing a shared list

To access View People Preferences, go to Admin > Preferences > View People.

Organization Filters

This section allows you to select the OU types and OU custom fields that will display in the Organization filter.

Performance Filters

Note: This section only displays for portals with Performance or Succession.

This section allows you to configure Performance and Succession metrics. Up to 15 metrics can be added.

Attribute Filters

Note: This section only displays for portals with Compensation or Succession.

This section allows you to add Resume, Career Preferences, and User Record custom field filters. You can also define compensation filter options.

Employee Card Configuration

This section allows you to define the OUs that will appear in a user's employee card on the View People page. By default, the Position OU and Location OU display for each user on the View People page. If the Position OU and/or Location OU are inactive, then an active system OU displays for users on the View People page.

You can select up to two OUs that will appear in the small card and six that will appear in the large expanded card.

Set Click Behavior for Employee Card

This option lets you set the click behavior of the employee (user) card on the View People page.

To set the click behavior of the user card, select one of the following options from the drop-down:

  • View Employee Profile - This opens the employee's profile page within View People. This is the default click behavior of the user card.
  • Universal Profile > Bio - This will open the Universal Profile > Bio page in a new tab. This option does not display if the Bio page is not available in your portal.
  • Universal Profile > Snapshot - This will open the Universal Profile > Snapshot page in a new tab. This option does not display if the Snapshot page is not available in your portal.
  • Universal Profile > User Record - This will open the Universal Profile > User Record page in a new tab.

Share List Settings

The following options are available in the Share List Settings section:

Overwrite Settings

Choose whether to overwrite custom settings for child division OUs. If you choose to overwrite custom settings for child division OUs, the selected settings are applied to both new and existing child OUs. Any previously customized child OUs are updated with the selected settings.

If this option is unselected, then only the child OUs that do not have customized settings will be updated, as well as any OUs that are added in the future.

A child OU that has not been customized always inherits from the parent, regardless of whether this option is selected.

An OU is considered customized if its preferences or settings have been changed.

Save Preferences

Click Save to save the preferences settings.