Orientation & Navigation

Accessing Directory and switching between views

Directory Modes

Main Org Directory (view-only) — Sort, filter, search, and export. No editing. Use for current state analysis and reporting.

Scenario Directory (editable) — Everything above plus bulk select, bulk edit, and add/close positions. Use for planning org changes.

From the homepage — Click Directory in the top nav bar, or press 2
From Main Org or Scenario — Click the Directory/Table icon in the left toolbar (toggles with org chart; filters persist)
From Workforce Hub — Some charts include a "View in Directory" link that opens Directory pre-filtered to the chart's data

Pagination — Change rows per page (25/50/100/500) at the bottom of the table. Sorting works across all pages, not just the current one.

💡 Protip: Filter first to reduce total rows, then sort the filtered subset — much faster than paginating through 800+ positions.

Action

Shortcut

Jump to Directory module

2

Return to Org Chart

1

Clear selection or close panels

Esc

Problem

Solution

Directory empty or showing unexpected data

Check active filters; clear all and try again

Can't find toolbar icons

Scroll up to see the left toolbar; try collapsing other panels

Last updated 6 days ago

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