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Read this guide to using predefined filters so your SharePoint directory shows only the right people in one click.<br>
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ImprovingSearchAccuracyinSharePointPeople Directory ImprovingSearchAccuracyinSharePointPeopleDirectory withPredefinedFilters Havingquickaccesstotherightpeopleandresourcesisessentialforproductivity andcollaboration.A SharePointPeopleDirectoryisanessentialtoolfor organizations,helpingemployeesfindcolleaguesquicklybasedonkeyattributes suchasdepartment,role,orskills. QuickRead SummarygeneratedbyAI,reviewedforaccuracy. PredefinedfiltersintheSharePointPeopleDirectoryimprovesearchaccuracyby allowingemployeestoquicklyfindtherightpersonbasedoncriterialikedepartment, location,andskills.Thissavestime,enhancescollaboration,andstreamlines workflows. Byusingthesefilters,organizationsensureaconsistent,user-friendlyexperience, makingiteasiertoconnectwithcolleaguesandboostingoverallproductivity.
However,whenthedirectorygrows,thevolumeofdatacanmakesearches cumbersome.Thisis wherepredefinedfiltersinthe SharePoint PeopleDirectory comeintoplay,offeringamoreefficientandaccuratesearchexperience. Thisblogexploreshowpredefinedfilters cansignificantlyimprovesearchaccuracy, streamlineworkflows,andenhancecollaborationacrossyourorganization. WhatistheSharePoint PeopleDirectory? TheSharePointPeopleDirectoryisacentral repositorywithinSharePoint that storesandorganizesemployeeprofiles.Theseprofilescontainkeyemployeeinformationsuchasname,jobtitle,contactinformation,location, department, skills, andmore.Thedirectoryisparticularlyusefulinlargeorganizationswherefindingthe rightpersonfor a specifictaskcanbetime-consuming. Initsmostbasicform,thePeopleDirectoryisacontactlist.Butwhenenhancedwith predefinedfilters,itbecomesarobustsearchtoolthatdelivershighlyrelevantresults witha fewclicks. WhatarePredefinedFilters? Predefinedfilters arepre-configuredcategoriesorattributesthatuserscanapplyto refinetheirsearchintheSharePointPeopleDirectory.Forexample,filtersmight includejobtitles,departments,officelocations,orevenspecificskills.Thesefilters arealreadysetupbytheSharePointadministratorororganizationandallow employeestonarrowdowntheirsearchresultsquickly,withouthavingtomanually adjustsearchparameterseachtime. Ratherthantypinginasearchtermandsiftingthroughnumerousirrelevantresults, predefinedfiltersgiveusersanintuitivewaytosearchbasedonspecific categories, resultinginfasterandmoreaccurateresults. BenefitsofUsingPredefinedFiltersforSearchAccuracy FasterSearchResults OneoftheprimaryadvantagesofusingpredefinedfiltersinthePeopleDirectoryis thattheysignificantlyspeedupthesearchprocess.Insteadofbrowsingthrougha listofhundredsoreventhousandsofemployees,userscannarrowdowntheir searchbyapplyingfiltersthatinstantlylimitthepoolofresults. IncreasedSearchAccuracy Predefinedfiltersimprovetheaccuracyofsearchresultsbylimitingthemtospecific parameters.Thismeansemployeescanquicklyfindexactlywhotheyarelookingfor basedonspecificcriteriawithouthavingtosiftthroughunrelatedprofiles.The accuracyofthesearchisboostedbecausethefilterseliminateirrelevantresults, allowinguserstofocusonprofilesthatmeettheirexactneeds. ImprovedUserExperience
OneofthechallengesfacedbylargeorganizationswithnumerousemployeesOneofthechallengesfacedbylargeorganizationswithnumerousemployees • ismanagingtheoverwhelmingamountofdatainthePeopleDirectory.Predefined filtersmakeiteasierforuserstolocatetheinformationtheyneedwithoutfeeling overwhelmedbyendlesssearchresults.Byprovidingamoreintuitiveinterface, usersdon’thavetorelyoncomplexqueriesordealwithirrelevantresults.Theycan simplyselecttherelevantfilter(s)andfindwhattheyneedinafractionofthetime. • Moreover,theuseofpredefinedfilterssimplifiesthesearchprocessforemployees whomaynotbefamiliarwithalltheattributesavailableinthedirectory.Forinstance, anewemployeemaynotknowthenamesofdepartmentsorteamsbutcaneasily filterbyjobtitleorlocationtofind colleagues. • Enhanced Collaborationand Productivity • Inaworkplacethatthrivesoncollaboration,beingabletoquicklyfindthe right personfora taskorprojectiscritical.Withpredefinedfilters,employeescan easily identifyandreachouttoindividualswithspecificskillsorexpertise,improving interdepartmentalcommunicationandteamwork. • Bynarrowingdownsearchresultstoemployeesintherelevantdepartmentorwith therightqualifications,predefinedfiltersstreamlinecollaborationefforts.This enhancedaccessibilitytotherightpeoplehelpsemployeessolveproblemsfaster andtakeactiononprojectsmoreefficiently. • ConsistencyinSearchResults • Predefinedfiltersalsohelpensureconsistencyinsearchresults.When employees manuallysearchforindividuals,theymightusedifferentkeywordsorcriteria,leading toinconsistentresults.Withpredefinedfilters,everyoneintheorganizationis using thesamesetofcategoriesandsearchcriteria,whichpromotesuniformityacross • the PeopleDirectory. • CommonPredefinedFilterstoEnhanceSearchAccuracy • ThespecificpredefinedfiltersavailableinaSharePointPeopleDirectorywilldepend onhowtheorganizationhasconfiguredthedirectory,butsomecommonones include: • Department • Thisfilterallowsuserstonarrowtheirsearchtoindividualsworkinginspecific departmentssuchasHR,IT,Marketing,Finance,etc. • Location • Especiallyusefulinglobalorhybridorganizations,thisfilterenablesuserstosearch foremployeesbasedontheirgeographicallocation,whetherthat’sanofficecity, region,or country. • JobTitle
WiththeJobTitlefilter,userscanquicklyfindemployeesbasedontheirroles,such asCEO,Manager,SoftwareEngineer,HRSpecialist,etc. • Skills/Expertise • Thisfilterallowsemployeestofindcolleaguesbasedonspecificskillsorexpertise, suchasPythonprogramming,projectmanagement,contentwriting,etc. • Team/Project • Thisfilterallowsemployeestofindpeopleworkingonspecificprojectsorin particularteams,makingiteasiertoidentifythoseinvolvedinasharedinitiative. • ExperienceLevel • Afilterforexperiencelevelscanhelpusersfindemployeesbasedon seniority, such asjunior, senior, orexecutive-levelstaff. • Manager/Supervisor • Ifauserwantstofindemployeesunderaparticularmanageror supervisor,thisfilter cannarrowthesearchtothosereportingdirectlytoaspecificindividual. • HowtoSetUpPredefinedFiltersinSharePoint PeopleDirectory • Settingup predefinedfiltersinEmployeeDirectory365isa straightforward processthatallowsorganizationstorefineemployeesearchresultsbasedonkey attributeslikedepartment,jobtitle,skills,orlocation.Thesefiltershelpusersquickly findtherightpersonforspecifictasksorcollaborations,boostingproductivityand enhancingtheuser experience. • Here’sa step-by-stepguideonhowtosetuppredefinedfiltersinEmployee Directory365: • DefineYourFilterCategories • Thefirststepinsettinguppredefinedfiltersisdeterminingwhichattributeswillbe mostusefulforyourorganization’sneeds.Somecommonfiltersinclude: • Department:Allowsemployeestosearchbydepartment(e.g.,Marketing,IT, HR). • Location:Helpsusersfindcolleaguesinaspecificofficeorregion. • JobTitle:Filtersemployeesbasedontheirrolesor titles. • Skills:Allowsemployeestosearchforcolleagueswithspecificskillsorexpertise. • Teams/Projects:Helpsfindpeopleworkingonspecificteamsor projects. • EnsureAccurateEmployeeProfileInformation • Forfilterstoworkeffectively,employeeprofilesmusthaveaccurateandup-to-date information.Thisincludesdatasuchas:
Jobtitle, department, officelocation Skills,expertise,andcertifications Anyotherrelevantmetadata Makesuretheinformationisconsistentlymaintainedacrossallemployeeprofiles to ensurethefiltersdeliverthebestresults. AccesstheAdminSettings Tosetupthepredefinedfiltersin EmployeeDirectory365,loginasan administratorandaccessthesettingsorconfigurationpage.Here,you’ll find optionstomodifythedirectory’sfeatures,includingfilteringoptions. CreateandConfigureFilters Withintheadminsettings,navigatetothefiltermanagementsection.Here you can: Add newfilters bychoosingfrompredefinedattributes(e.g.,department,skills, location). Definehoweachfilterwillappearinthedirectoryinterfaceforusers. Setthefilter’svisibilitybasedonuserrolesorpermissions,ensuringonlythe relevantfiltersarevisibletospecificemployees. TesttheFilters Beforemakingthefiltersavailabletoallusers,testthefilterfunctionalitywithafew samplesearches.Thiswillensurethateachfilterworkscorrectly,andthesearch resultsarerefinedasexpected. Communicate theNewFiltersto Employees Oncethefiltersaresetup,it’simportanttoinformemployeesaboutthenewsearch capabilities.Provideguidanceortrainingonhowtousethepredefinedfiltersto improvesearchaccuracy. Highlightthebenefitsofusingfiltersforquickeraccessto theright colleagues. MonitorandUpdateFiltersRegularly Predefinedfiltersshouldberegularlyreviewedandupdatedtoensuretheyremain relevant.Forexample,newdepartments,teams,orofficelocationsmightneedto be added,orexistingfiltersmightneedadjustmentsasyourorganizationevolves. SettinguppredefinedfiltersinEmployeeDirectory365isasimpleyetpowerfulway toimprovesearchefficiencyandaccuracy.Byorganizingyouremployeedataand offeringtailoredfilters,youcanhelpemployeesfindtherightcolleaguesfaster, enhancecollaboration,andstreamline workflows.Withjustafewsteps,youcan
transformyouremployeedirectoryintoarobusttoolthatsupportsbothdaily operationsandlong-termbusinessgoals. • HereistheCustomer Review • “Thisappperfectlymeetsourneedsbyprovidingadirectoryforourcorporate employees.Whilewatchingthedemovideo,wenoticedtheuseofextension attributestodisplayanimageofanemployee’sofficelocation,whichalso fulfilledourneedforanofficeseatingchart.Thisappendedupsolvingtwokeycompanyneedswithasinglesolution—anemployeedirectoryanda seatingchart!Additionally,thesupportwereceivedwasexcellent.Allour concernswereaddressedpromptly,andwewereupandrunninginnotime!” • BestPracticesforUsingPredefinedFilters • LimittheNumberofFilters:Toomanyfilterscanoverwhelmusersandmakethesearchprocessmorecomplicated.Focusonthemostimportant and commonlyusedcriteria. • KeepMetadataUpdated:Regularlyupdateemployeeprofilestoensurethat filterattributes(suchasjobtitle,department,skills)remainaccurateandup- to-date. • MakeFilters EasilyAccessible:Ensurethatfiltersareprominentlydisplayed andeasytoapplywithinthePeopleDirectoryinterface. • OfferTraining:Providetrainingorguidanceonhowtoeffectivelyusefilters fornewemployeesorteamstoensuretheyunderstandthevalueand • functionalityofthePeopleDirectory. • Conclusion • TheSharePointPeopleDirectory,enhancedwithpredefinedfilters,boostssearch accuracyandproductivitybyquicklynarrowingresultsbasedondepartment,jobtitle, orskills.Thissavestimeandfostersamoreefficient,collaborative work • environment. • WithEmployeeDirectory365,maintaininganeffectivefiltersystemensuresauser- friendly,robustdirectorythathelpsteamscollaboratefasterandachievetheirgoals moreefficiently. • Getstartedtodaytoimproveyourorganization’scollaborationandproductivity.