This usually happens, when the app is already in use and you try to re-activate a trial license. If you have not been able to fully evaluate the app during the trial period, please contact firstname.lastname@example.org with the relevant details for an extension of your trial.
You can add the link to the app in the Quick Launch Menu.
In order to add the link, you need to append the app name in our Home Page URL.
For instance, if you want to add the Saketa Employee Onboarding app in the Quick Launch, you will need to follow the steps mentioned below. http://xyz.sharepoint.com/SaketaEmployeeOnboarding. In this case, ‘xyz’ is the name of your domain and SaketaEmployeeOnboarding is the app you want to add to the Quick Launch menu.
While we strive to ensure that the app is as flexible as possible, it is possible that your requirements will need additional customizations. We proactively work with some of our customers to ensure that the app is perfectly tailored to the needs. Please drop us a note at email@example.com with a short description of the requirements, and we will get back to you at the earliest.
Please ensure that the steps mentioned below are taken care of.
Ensure that the user has uploaded his profile picture in his Delve/Outlook. If not, please upload the picture. Please note that once the pictures are uploaded, it takes up to 1 week for Microsoft to do a sync with the User Profiles.
Once the picture is uploaded in Outlook/Delve, please note that the user should open their Delve at least once.
If the user’s profile picture was never uploaded in AD or through Outlook, SharePoint, etc. then the first letters of his first name and last name would be displayed in place of the profile picture.
From outside the app: Contact your SharePoint admin (or Microsoft team for O365) to filter out all the disabled accounts. Microsoft automatically runs regular crawls for O365, and this will later reflect in the Employee Directory application.
From within the app: Exclude filter feature in the Administration->Manage Configurations helps you exclude the accounts. All you need to do is, to provide an attribute value that is common to these disabled accounts.
You can add as many exclude filters as you like and there are no limits as such. Still, it is recommended to identify a common user profile attribute, for all the accounts that need to be removed from directory.
Example 1: All vendor accounts should be removed.
Go to Exclude Filter tab from administration.
Enter attribute name Employee Type; give its value as Vendor.
Add filter and Save. Refresh directory page and check. Vendor accounts get hidden from the app.
Example 2: All the accounts that have “.au” in their email, should be removed.
Go to Exclude Filter tab from administration.
Select WorkEmail from Filter by condition drop list.
In the adjacent text box enter “.au”.
Add filter and Save. Refresh the directory page and check that those accounts have been removed.
Both the examples are based on the assumption that AD hold these attributes and corresponding values.
If you are seeing duplicate nodes then this could be an issue of User Profile Search Services. Please follow the below steps to check if the data is being duplicated:
Go to Site search – People and search for the person whose node is showing up more than once
If the search results display 2 records, then it confirms that duplicate profiles are shown from SharePoint search service itself. Pease contact your SharePoint Administrator to get the problem rectified.
If it displays only one record and the node still shows up as a duplicate, please feel free to contact us at firstname.lastname@example.org .
Ensure that you have Full Control Permissions on the site where the application has been installed or you are the Site Collection Administrator. You need to at least be a Site Collection Administrator to see the Administration link.
Ensure that the attribute has at least one value for any of the Employees in Active Directory. If no employee has the attribute, then the filter will not display. For e.g. if you have defined a Hobbies attribute, then please ensure that the hobbies have been entered by the employees, and the same is reflected in the Active Directory.
Ensure that the logged in user has an email id associated with their SharePoint profiles record. To check if there is an email Id associated, please visit the logged in user’s SharePoint User Profile and look for the email ID field. If the email ID is not present, please add the email ID and retry.
The emails to be triggered will be assigned at the start of the Onboarding process. At the time of adding details of a new employee, you are prompted to enter the names of the Manager and System Administrator. The emails will be triggered to these individuals during the workflow.
Yes, you can change the checklist options that are available at the time of initiating an Onboarding Process. Please visit the Administration->Onboarding Checklist section of the application and you can edit all the checklist items from the available lists.
In order to delete an idea, you must be a part of the group Idea Board – App Owners. Please contact your app administrator to add your credentials to the group, following which you can delete ideas posted by other users.
You can add an attachment while creating a task by clicking on Add an Attachment. Additionally, while editing a created task, you have the attachment icon on the OOB ribbon. Clicking this icon will show you the attachment, which you can then view or download.
You can take a license for a single site or multiple sites. We realize that you may want to install the app on multiple sites and use each site for a specific function or a department. This scenario is factored into our pricing model. For further details, please contact us at email@example.com
The ideal way to use the Organization Chart app is through its app part. It is therefore highly recommended add this app part in your site page. This will allow you to maintain the logo and app as per your requirements.