Employee Directory 365

Frequently Asked Questions

What would happen after the trial period?
After the trial period, users limit to 50 users and all features are disabled.
What should be done to display all the users and enable the features?
You can purchase the application.
How do we purchase the Employee Directory Application?
To buy the application. Refer to Sharepoint Employee Directory
How to activate the Product?
In Employee Directory 365 please click on the help (?) icon and then on product activation put the license key and click on validate button.
From where do I get the license key?
Once you purchase the product, a purchase confirmation email notification will send to you which contains the license key. You can activate the product after 24 hours from the time of purchase.
How to add new users in the Employee Directory 365?
You can add users from the O365 admin page or azure and users sync or appears in Employee Directory 365 after 24 hours automatically.
Can I add non-office365 users In the Employee Directory?
Yes, we can add non-office365 users. To add non-office365 follow below steps:
  • Go to the Settings.
  • In Advance, click on the import button, the panel open and download the sample file.
  • Fill non-O365 user details as per the specified format in the file. Choose the file, and click on the Save button.
    • How to edit the user profiles in Employee Directory 365?
  • Admin can edit the user’s details from the O365 or Azure. The user’s details like birth date, joining date, skills, hobbies, projects, and about me can be updated from the SharePoint User profile. SharePoint admin can visit the SharePoint user profile from the below link URL format.

    • https://Your tenant name-admin.sharepoint.com/_layouts/15/TenantProfileAdmin/ProfMngr.aspx?

  • An individual user can edit their profile details like birthday, joining date, skills hobbies, projects, mobile number, and about me from delve profile. Users can visit the below URLs format to update the details.

    https://Your tenant name -my.sharepoint.com/person.aspx

    • Note: Update reflects in Employee Directory 365 after some time.
    What are the locations from where profile pictures can be synced into the Employee Directory 365?
    We can sync pictures from SharePoint Profile, outlook, SharePoint Library (custom pictures)
    Why does the user outlook picture do not appear or update in the Employee Directory 365?
    Due to CORS outlook Pictures don’t appear.
    What is CORS?
    A request for a resource (like a picture) outside of the origin is known as a cross-origin request. CORS (cross-origin resource sharing) manages cross-origin requests i.e., EDM works from https://tenant-appid.sharepoint.com & if Pictures are being called from https://outlook.office.com, it treats as cross-origin resource sharing. Please click on the CORS tab to allow cross-origin resource sharing from the help in Employee Directory 365. This activity is one time until you clear cache/cookies from your browser Note: We recommend you to choose either SPO or ED (Employee Directory SharePoint library).
    How to configure SharePoint API?
    Go to SharePoint admin center then from left panel under advanced click on API access option under pending request, there are some requests (Presence.Read.All, User.Read.All, and MailboxSettings.Read etc) select and click on approve one by one for all the requests.
    How to add custom fields?
  • First Configure SharePoint API
  • In settings in advance click on the action button of custom fields.
  • Select the properties from the AD properties dropdown list, type the custom fields name, and click on the Save button.
  • Custom fields value is displayed at bottom of grid views of the home page.
    • In which case we can use extension attributes to add the custom fields?
    If you are not using the active directory and need to show extra users details in the Employee Directory 365 you can use extension attributes.
    In O365, where we can update theuser's details in the extension attribute?
  • Exchange admin can update the user’s details in the extension attribute.
  • Go to the Exchange admin center.
  • Click on the recipient in the side navigation panel.
  • Double click on the display name, edit user mailbox popup window appears, click on more options then click on the edit icon of custom attributes, 15 text boxes appear where you can update the details and syncs in Employee Directory 365 using extension attributes custom fields.
    • How to use custom user profile Pictures or add Pictures in Employee Directory 365?
    You can upload the Pictures in the SharePoint library
  • Go to settings in advanced click on click here link under “Sync employee profile Pictures from”, redirects to SharePoint library of Employee Directory 365. upload Pictures in the library, the format of the picture is - username@domain.com.jpg.
  • Finally, select the ED option in settings in advance and click on the Save button.
    • How to exclude shared mailbox users?
    The global admin can exclude shared mailbox users Please ensure SharePoint API configured
  • Go to settings then click on exclude option.
  • At the bottom, click on the click here link, permission page gets opened in another tab then select the check box and click on accept button you will redirect to the Employee Directory tool.
  • Put below format URL with a forward slash in Shared mailbox URL box and click on run button Wait for some time till process complete https://Your Tenant name.sharepoint.com/.
  • After the completion of the process, you will find the shared mailbox users deleted reports at the bottom of the same page
  • Now in Employee Directory 365 settings in Exclude option Enable toggle for Exclude Shared mailbox
    • Note: If the report does give deleted users results or the report could not produce after the process completion, please try the same process after some time
    How often do O365 new users sync in Employee Directory?
    After 24 hours.
    Will the Employee Directory 365 store any data?
    Employee Directory 365 does not store any data; it syncs live data and displays it in Employee Directory.
    How to install the Employee Directory 365?
    To Install application refer to Installing.
    How to update the Employee Directory 365 application?
    To update the application refer to Upgrading.
    How to add Employee Directory 365 into teams applications?
    Please refer to Teams.
    Can we install Employee Directory 365 multiple times on different sites?
    Yes, we can install multiple Employee Directory 365 in different SharePoint sites.
    From where do filter options come (department, location, job title)?
    Open the General tab from the setting. Under Search filter, select the checkboxes as per your choice and click on the Save button.
    How we can exclude inactive users of the Active Directory in the Employee Directory 365?
    You can do block sign-in for inactive users from O365 and those users can be excluded by enabling “Exclude O365 sing in blocked users” in Employee Directory 365 settings.
    How to sync mobile no from azure?
    After configuring SharePoint API enable the toggle for “Sync and display mobile number from azure” in settings in advance.
    Can we export all the users into a CSV sheet?
    We can export only loaded or displayed users on the Employee Directory 365 page into CSV sheets.
    Hidden GAL users appear in Employee Directory 365 thou exclude users hidden in address list is enabled in the setting?
    Please ensure that ShowInAddresslist properties for the users should be false you can verify this from Microsoft graph explorer. You can update the value false by the PowerShell command.
    How to configure the flow for birthday and anniversary templates?
    On the birthday and anniversary days of employees, greeting notifications will send to users from Employee Directory 365 automatically through power automated flow.
    Please contact appsupport@hr365.us to set up power automate.
    How to exclude groups of users (department, location, job title)?
    You can exclude a group of users based on email domain, departments, locations, and job title.
    How to exclude multiple users/bulk users from CSV or spreadsheet?
    Go to the settings in exclude options click on the upload button of exclude shared mailbox users, download the sample file and fill the preferred names and choose the same file and finally click on the Save button.
    How to enable user presence status (active, busy, appear away, etc)?
    After configuring SharePoint API enable the toggle for “User Presence” in settings in advance.
    Why does the grey picture icon appear instead of the name initial in Employee Directory 365?
    In SharePoint user photo’s folder, if grey picture icon exists for users, shows same in Employee Directory 365 else shows name initial. SP admin can visit the folder from the below URL format https://Your tenant name-my.sharepoint.com/User%20Photos
    How many custom fields we can add?
    We can add unlimited custom fields.
    How do we hide fields in Employee Directory 365?
    Go to the settings, in view disable the display toggles.
    How to exclude users with empty department or job titles?
    Go to the settings in excludes tab from department or job title dropdown select the empty option and click on the Save button.
    How to hide the side navigation panel and web part title of the SharePoint page?
    Go to the settings, in advance, enable the toggle to hide.
    Is it possible to show a complete organization chart?
    No, it shows only 4 level organization charts.
    What is the difference between employee directory classic and employee directory 365?

    Employee Directory 365

  • It's a SharePoint web part that works on SharePoint modern portals.
  • It is virtually for unlimited users.
  • Performance is better as the latest technology and scripting language React are used.
  • The online presence of users is visible.
  • Its works on SharePoint 365 Portal.

    • Emoloyee Directory Classic

  • It's a SharePoint hosted Add-in.
  • It has a limitation of 3000 users.
  • Performance is good.
  • The online presence of a user is not visible.
  • It works on both SharePoint classic portal and 365 Portal.
    • Can we install Employee Directory 365 multiple times on different sites?
    Yes, you can install an employee directory on different sites multiple times.
    How to give permission in SPFx?
    To give permissions in SPFX, refer to SPFx.
    Will you have access to the app's data from our tenant?
    No, we will not have access to any field from your tenant other than the app email id of the person who has installed the app. Incase of troubleshooting, we need to get on screen sharing to know the issue and provide resolution.
    How does search works in Employee Directory 365?
    Employee Directory 365 does live searches from Microsoft 365’s user database and displays information within the app at the back end, Employee Directory 365 leverages Microsoft 365’s database to provide you with live information about employees. There are two different sources where user information is stored, and Employee Directory 365 can use any one of them. One of the data sources is called SharePoint profiles where detailed information about a user is stored and another data source is Azure Active Directory where the user’s email id, free busy information, and other active directory related attributes are stored. We use Microsoft’s graph API to pull information from Azure Active Directory and Rest API to pull information SharePoint profiles.

    There are certain benefits and limitations on both date sources as some of the information, which is available in the SharePoint profile, is not available in Azure Active Directory and vice versa. Please feel free to connect with our presales team to let you know which data source would be a right fit for you. Also, you can visit advanced settings within the app to configure your choice of data source and find more info about features within the app.
    How does user sorting works in Employee Directory 365?
    Employee Directory pulls user information from Microsoft 365's user records. Graph API or SharePoint API are two methods used to pull records from Microsoft 365 based on advanced settings in the application. With the graph API employees can be sorted based on either user principle name (UPN) or display name as per "sort user by" view settings. With SharePoint API, employees can be sorted based on first name, last name, and dispaly name as per "sort user by" view settings. Custom attributes are available through Graph API hence sorting can be done using UPN or 'Display Name'.
    Why does below alert message appear and how to fix it?

    "Your search filter query has exceeded the limit of characters set by Microsoft 365. Please reduce filters/exclude users or contact your Employee Directory admin for more details".
    Microsoft has restrictions on excluding query length. To maintain the query length of excluded users, please limit this user list to 50 and use other excluded queries such as department, title, location or user contains for the remaining users.

    Navigate to the "Exclude Users List" settings, include the users designated for exclusion, and set the limit for excluded users to 50. Subsequently, you have the option to reassign the remaining users based on criteria such as location, job titles, or department, and exclude them accordingly. You may also utilize the "Exclude Users by User Contains" option to further exclude up to 50 users.