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Employee Directory Setup Guide

Setting up the Employee Directory is quick and easy. All you need to do is:

  • Determine if you want to display employee photos. If you opt out of displaying their photos, the employee’s initials display.

  • Decide whether you’d like to create new employees on the Employee Directory.

  • Determine Which Managers and Regular Users should have access to the Employee Directory and be able to add new employees based on User Group and Add permissions.

  • Confirm which Role you’d like to use for role permissions granting employee access.

Before starting the setup, you’ll want to ensure the right people can view your employees’ SIN. Employee’s SIN is displayed on the Employee Summary and can be added to new employees.

Want to learn more about the Employee Directory or New Employee? Go to Employee Directory Overview.

Manager and Regular Employee Access to Personal Information

If you want managers and regular users to view or update other employee’s Personal Information, they’ll need access to the Employee Directory.

Selecting Profile on the Employee Directory brings managers and regular users to the employee’s details.

From there, they can view and update any information based on access granted during setup. Go to the Personal Information Setup Guide for more information.

How to Display Employee Photos

You can display your employee’s photos on the Employee Directory, in the top-right corner of ASSP, and in Personal Information. The photos are also in Avanti Go.

Additional Information
You can add photos on the Personal tab of the Employee Profile in the Avanti Desktop. If you’d like employees to change their photos, go to the Personal Information Setup Guide
 for more information.

Step 1: Open Administration Settings on ASSP and select Company Settings.
By default, this can be found in Administration. 

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Step 2: Enter ShowPicture in the Search, then select Edit.

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Step 3: Adjust the Value if necessary, then select Save.

  • Select Value to display employees’ photos.

  • Deselect Value to display your employees’ initials instead.

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Step 4: Select Reload Settings.

Additional Information
If you’ve already moved to the latest ASSP
, you won’t see Reload Settings; your changes will take effect within 5 minutes.

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How to Add the Employee Directory and New Employee to the Menu

Only Regular users with the Admin user group can set these up.

Additional Information
Be sure to consider which employees’ details you want managers and regular users to access. Managers and regular users can only view and update other employees’ Personal Information
 through the Employee Directory.

Step 1: Select System Configuration.

Step 2: Under System, select New Experience.

Step 3: Select Start Setup.

Additional Information
If you’re already moved to the latest ASSP, you won’t see this screen. Skip to Step 5
.

Step 4: Select Continue to bypass the security.

Additional Information
If you’re already moved to the latest ASSP, you won’t see this screen. Skip to Step 5
.

Step 5: Select Employee Directory.

Step 6: Select the Icon you’d like to display beside Employee Directory on the menu.

Step 7: Select a Role Type to determine which employees your managers and regular users can access.

Step 8: Select the User Groups to determine who can access the Employee Directory.

Additional Information
Only users in one of the selected User Groups can access the Employee Directory unless * is selected. If * is selected, all Managers and Regular Users can access the Employee Directory.

Step 9: Set your desired Responsibility for who can Add a new employee.

  • A * grants access to all users.

  • Enter an A to restrict access the most. Only users with will have access.

  • Enter any other letter. Users with that letter will have access. Users with a letter between that level of access and A will also have access.

Additional Information
Responsibility levels range from A to Z, with A being the most restrictive. The user’s responsibility level is based on the user’s assigned groups. Go to Responsibilities for more information.

For example, if the Add Responsibility is B, the user must have A or B access to add a new employee.

Step 10: Select Save.

Step 11: Select New Hire.

Additional Information
Only select New Hire if you want some managers and regular users to add new employees on the Employee Directory. 

If you don’t want anyone to be able to add New Employees, skip to Step 15.

Step 12: Select a Role Type for the menu.

Additional Information
Don’t worry; this doesn’t restrict access to positions or anything else in New Employee.

Step 13: Select the User Groups to determine who can access New Hire.

Additional Information
Only users in one of the selected User Groups can access New Hire unless * is chosen. If * is selected, all Managers and Regular Users can create new employees.

For New Employee to be available, users must have access to Add on the Employee Directory.

Step 14: Select Save.

Step 15: Select Finish.

Step 16: Select Exit Configuration.

Great! Employee Directory and New Employee are all set up. You can access it here.


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