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Intro to the People Directory

Learn how to customize your People Directory by selecting, reordering, and downloading fields.

Written by Ben Feldman
Updated over 3 months ago

Shapes' People Directory is fully customizable, meaning that you can select, reorder, and download the fields that matter most to you.

How to Customize the People Directory

  1. Navigate to the People Directory

    • You’ll find this in the main menu on the left-hand side of your Shapes dashboard.

  2. Click "Customize"

    • On the top left of the People Directory, click the "Customize" button.

  3. Select Fields

    • A menu will open where you can choose which fields to display. The available options will depend on your permission level - you won’t see any fields that have been restricted.

  4. Reorder Columns

    • Add, remove, and drag & drop the selected fields to arrange them in the order that works best for you.

You can also add, rename, and duplicate people views - giving you more flexibility to save custom views and explore your people data.

Download Your Directory

After customizing the fields and order, you can also export the directory as a CSV or Excel to use offline or share with others.

Show Terminated Employees

To view your terminated employees, click on the three dots on the top right hand corner of your people directory and click on 'Show Terminated Employees'.

Feel free to contact support@shapes.co with any questions!

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