Orientation & Navigation
Accessing Directory and switching between views
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Accessing Directory and switching between views
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.
Jump to Directory module
2
Return to Org Chart
1
Clear selection or close panels
Esc
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
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Was this helpful?