View/Export Employee Records in the People Directory

Follow this guide to view employee profiles, find past staff, export people data, and filter results in the People Directory.

The People Directory provides access to all employee profiles that exist on the platform. What you can see within each profile depends on the permission settings assigned to your role.

Part 1: View employees in the People Directory

1. From the left hand menu, select People > People Directory. 
   On this page, choose whether to view employees using the tile view or list view.

2. Review employee information using one of the following views:

   • Click an employee tile to open their profile.

   • Hover over an employee tile to see a summary of their details, including current status (for example, extended leave or upcoming staff), contact information, job title, business unit, and office location.

   • Switch to list view to see a detailed summary, including personal details, supervisor, and direct reports (if applicable). Click the employee’s name to open their profile.

3. Search for a specific employee by entering their name into the search bar.

4. Click on the employee’s tile or name to access their profile.
   When the profile opens, you can confirm you’re viewing the correct employee by checking their role, business unit, and employment status.

Part 2: View past staff

1. In the People Directory

2. Under the search bar, remove the default filter "Employment Status is Current Staff or Exiting Staff" by selecting the x.

3. From the filter drop-down, select Employment Status is Past Staff, then select Add Filter.

The directory updates to display past employees, allowing you to open and review their profiles as needed.

Part 3: Export people data

1. From the People Directory, select Export People.

2. Choose one of the following export options:

   • Current Staff

   • All People (includes past and upcoming employees)

3. Save the Excel CSV file.
   The exported file includes people data for the selected group, making it easy to review or reconcile information across employees.
   If you need to make changes to the file to review at a later date, ensure you convert the file format to an Excel Workbook (.xlsx) so that any changes you make or filters you apply are retained. 

Part 4: Use filters in the People Directory

1. Select Filter on the left-hand side of the search bar.

2. Choose from the available filter options to refine your results.
   These include standard fields and any Person Custom Fields that are visible on employee profiles.

3. Apply multiple filters as needed to narrow down the list of employees shown.

The directory updates automatically to reflect the filters you’ve applied.

Additional information

• Only employees with a current, active job appear in the directory by default. To find past employees, remove the Current Staff filter and apply a Past Job Employment Status filter instead.

• Primary contact information (email and phone number) is shown by default in the People Directory. You can restrict when this information is visible by adjusting permission settings.

• Filter availability depends on your organisation’s configuration and your access level.

Note: Users with limited permissions may not be able to view certain profiles, fields, or export data. Contact your administrator to check your access settings.