Manage the People Directory
Your System Administrator can manage the following areas.
Manage Archive Candidates
The Person Import has a setting to archive people who are not in the import, these people will normally be employees who have left the company. When this setting is used add any person in Serraview who is not present in the Person Import file will be moved to the Archive Candidates list. The archive candidates will stay on the list for a predetermined time before they are deleted from Serraview. This ensures that as people are off-boarded from your source data, they are also removed from Serraview. The archive candidates identifies where a person does not appear within the People Directory and removes or "archives" them for a predetermined time prior to deleting them from Serraview.
Learn more in Archive or Reject People on the Archive Candidates List.
Manually Archive People
When people leave your company they are normally archived when the next Person Import is uploaded into Serraview, however, if you need to archive a person sooner you can archive them manually from the People Directory.
Learn more in Manually Archive a Person
Manage People with an unknown Org Unit
After a Person Import there may be a person with an unknown org unit. This can occur when the source data (from the HR System) is not up-to-date, for example, a new starter joins the company. We recommend that the employee record is updated in the source data, however, if you need to the person's org unit can be manually updated in Serraview, see Update People with an unknown Org Unit.
Manage Special Roles and Tags
You can apply a special role tag to a person to indicate they have a requirement such as OHS Requirement, Needs a sit to stand desk, Needs dual monitors. Or you can apply a tag to a person to indicate they have a special role such as Fire Warden, First Aid Officer, or Floor Warden.
Learn more in Add or Remove a Special Role or Tag on a Person.
Manage the Person's Photo
Your System Administrator can manually update the person's photo. Or they can set up the Person Import's Image URL field to import in bulk the images.
Learn more in Add Photography for Employees and Spaces and the Requirements for People Data.
Audit History
When the people are updated the changes are recorded in the audit history, see View People Directory Audit History.
Learn More