These features are included in the Professional Plan and can be trialed for 30 days free of charge. Click here to learn how to start a trial.
The Organization Search feature in Teamflect helps admins and employees quickly find relevant information, people, and resources within the organization. By organizing and categorizing data, this feature provides quick and efficient access to critical information.
β
Functionality: Enable this feature to allow users to search for colleagues, competencies, specific roles, and internal job opportunities within the organization.
Benefit: Facilitates easier access to networking opportunities and professional growth within the company, improving resource visibility and connectivity among employees.
Organization Search Function Configuration
1. Log in to the Teamflect Admin Center.
2. Navigate to the relevant section, where you'll find the "Enable organization search" toggle. Switch this toggle to the "on" position to activate the search feature.
Search Types
Adjust the "Search Types" setting to control the search functionality on the My Organization page. You can choose from the following search options:
People,
Roles,
Competencies,
or Job Board.
This allows you to tailor the search experience to better suit the needs of your organization.
Based on your selections, users will be able to search for people, roles, competencies, and the internal job board through the "Search in organization" section. This feature helps streamline navigation and enhances user engagement by simplifying access to important organizational resources.
Configure the Scope of the Search
After enabling the search function and the search types, proceed to the setting labeled ''Set the scope of people search.''
Functionality: This setting lets you define the boundaries of the people search function. You have the option to restrict searches to only include Teamflect users or to expand the search to encompass all users within your Microsoft Graph account.
Benefit: Customizing the search scope can help maintain privacy and relevance in search results, ensuring employees find the most appropriate and useful contacts and information.
Here, you have the option to define who can be searched within your organization by selecting one of the following:
Search Teamflect users only: This option restricts the search results to include only those who are logged in or have permissions within Teamflect. It ensures that searches are limited to active and recognized members of your platform.
Search all users: Selecting this option expands the search capability to include all individuals within your Microsoft Graph account, regardless of their status on Teamflect. This is useful for larger organizations where connections and collaborations might extend beyond immediate Teamflect users.
Note: You need to grant Teamflect ''admin consent'' if you are unable to select the ''all users'' option. Please share this resource here with your IT team.
Use Cases for Organization Search
Find Employee Information: Quickly locate employee details, including contact info, roles, and departments.
Access Information Fast: Use search to locate people, internal job posts, or competencies without scrolling through folders.
Narrow Down Results: Apply filters to pinpoint exactly what you're looking for, whether it's a specific department or type of resource.