Directory Overview

Introduction to directory and table views

The Directory is your dedicated table view for analyzing organizational data. While the org chart visualizes hierarchy, Directory provides a spreadsheet-style interface for sorting, filtering, and exporting position and people data.

Directory vs Org Chart

Feature	Directory	Org Chart
Format	Table (rows/columns)	Visual hierarchy
Best for	Data analysis	Understanding relationships
Sorting	✅ Yes	❌ No
Multiple columns visible	✅ Many at once	⚠️ Limited (card space)
See reporting structure	⚠️ Manager column only	✅ Visual lines
Find outliers	✅ Easy (sort high/low)	⚠️ Manual search

When to Use Directory

• Analyze data — Sort by salary, tenure, pay grade to find outliers and highest/lowest values

• Create exports — Department rosters, contact lists, filtered position lists

• Multi-column comparison — View many attributes simultaneously

• Quick lookups — Find all managers in a location, identify vacant positions

• Bulk operations (scenarios only) — Select and edit multiple positions at once

Directory Capabilities

Feature	Learn More
Orientation & Navigation	Navigation & Access
Filtering & Sorting	Filtering & Sorting
Column Customization	Column Customization
Bulk Operations (scenarios)	Bulk Operations
Exporting Data	Exporting Data from Directory

Common Workflows

Find highest-paid positions — Sort the Salary column high to low.

Export a department roster — Filter to Department = Engineering > show Name, Title, Email, Manager > Export CSV.

Identify vacant positions — Filter Employee Name = (empty) > sort by Department > review or export.

Analyze pay equity — Filter to Job Title = "Software Engineer" > sort by Salary > compare across departments.

Find compression opportunities — Filter to Direct SOC = 1–2 > sort by Pay Grade (high to low).

Best Practices

• Use Directory for data analysis — table format is better for sorting and comparing numbers

• Use Org Chart for relationships — visual format is better for understanding hierarchy

• Filter before exporting — narrow to what you need rather than exporting everything

• Customize columns for your task — show only relevant attributes

• Remember that active filters carry over between Org Chart and Directory views