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SF PLT People Search

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Document Version: 1H 2022 – 2022-05-20
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Implementing People Search
THE BEST RUN
Content
1
Change History. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
2
People Search Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
3
People Search Terminologies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
4
Enabling People Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
5
Setting Up People Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
5.1
Enabling Fuzzy Search in People Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
5.2
Hiding Job Title in People Search and Organization Charts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
5.3
Showing External Users in People Search Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
5.4
Showing Inactive Employees in People Search Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
5.5
Showing Latest Employee Photos in People Search Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
6
Universal People Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
6.1
Autocomplete Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Supported Modules for Autocomplete Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Search Criteria for Autocomplete Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Configuring Role-Based Permissions to Allow Logged in User to View Certain Employee
Information in Autocomplete Search Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Deactivating Autocomplete Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
6.2
Advanced Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Supported Modules for Advanced Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Configuring Search Criteria for Advanced Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Configuring Role-Based Permissions to Allow Logged In User to View Certain Employee
Information in Advanced Search Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
7
Global Header People Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
7.1
Prerequisites and Limitations of People Search in the Global Header. . . . . . . . . . . . . . . . . . . . . . . . . . . 43
7.2
Configuring People Search in Global Header. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Configuring People Search in the Global Header to Allow Searching by Additional Keywords. . . . . . . . 44
Configuring People Search in the Global Header to Hide Information About Multiple Employments
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Configuring People Search in the Global Header to Open Quickcard from Search Results. . . . . . . . . . 47
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Implementing People Search
Content
1
Change History
Learn about changes to the documentation for People Search in recent releases.
1H 2022
Type of Change
Description
More Info
Added
We added a new topic to tell administra­
tors how to enable People Search.
Enabling People Search [page 8]
Added
We added a new topic to list all terminol­ People Search Terminologies [page 7]
ogies about the People Search that you
might feel useful when reading this guide.
Changed
Autocomplete Search [page 15]
We updated this topic to add the infor­
mation about the keyword limit of Auto­
complete Search. It now supports
searching for an employee name with at
most four keywords. (The keywords here
refer to names such as first name, middle
name, last name, etc.) The user query
that contains more than four words is re­
garded as invalid input, thus no search
results is returned.
Changed
We also updated this topic to add the in­
formation about the four keywords limit
of Advanced Search.
Advanced Search [page 30]
Changed
We also updated this topic to add the in­
formation about the four keywords limit
of Global Header People Search.
Global Header People Search [page 42]
Description
More Info
We added Proxy Now to the list of sup­
ported module pages that have adopted
Autocomplete Search.
Supported Modules for Autocomplete
Search [page 17]
2H 2021
Type of Change
December 24, 2021
Added
October 8, 2021
Changed
Implementing People Search
Change History
We updated the brief introduction of Peo­ People Search Overview [page 5]
ple Search features to the latest.
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Type of Change
Description
More Info
Changed
We added a new bullet to demonstrate
the logic for showing formal name.
Autocomplete Search [page 15]
Changed
We updated the pages that have newly
adopted Autocomplete Search in this re­
lease.
Supported Modules for Autocomplete
Search [page 17]
Added
We added a new topic to briefly introduce Advanced Search [page 30]
the Advanced Search.
Added
We added a new topic to list all the mod­
ules that have adopted the Advanced
Search.
Supported Modules for Advanced Search
[page 31]
Added
We added a new topic to list all the sup­
ported search criteria on the search
widget of Advanced Search.
Configuring Search Criteria for Advanced
Search [page 32]
Added
We added a new topic to tell administra­
tors about how to set up corresponding
role-based permissions to help users see
the wanted employee information in a
search result of the Advanced Search.
Configuring Role-Based Permissions to
Allow Logged In User to View Certain Em­
ployee Information in Advanced Search
Results [page 38]
Added
We added a new topic to tell administra­
tor how to display customizable fields on
the search widget of the Advanced
Search.
Configuring Customizable Fields on Ad­
vanced Search Widget [page 37]
Changed
We added a new bullet to demonstrate
the latest logic change for showing for­
mal name and formatted name.
Global Header People Search [page 42]
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Implementing People Search
Change History
2
People Search Overview
SAP SuccessFactors builds a complete set of people search features to improve your search experience.
Highlights of People Search
People Search allows users to find employees across the organization. Currently, you can:
● search for employees in the search box that has adopted Autocomplete Search on certain module pages.
● search for employees with the search widget of Advanced Search.
● search for employees in the search box at the global header.
 Remember
Some other modules have also invented distinct people search features, such as Candidate Search, Directory
Search, and Talent Search, to help users find target employees based on their own module logics.
Apart from People Search, you can also trigger specific tasks by typing relevant actions in the search box at the
global header. Find more details in Action Search.
Related Information
Universal People Search [page 15]
Implementing People Search
People Search Overview
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Global Header People Search [page 42]
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Implementing People Search
People Search Overview
3
People Search Terminologies
List all frequently used search terminologies to help you better understand the work logic of People Search.
Term
Abbreviation
Definition
Employee Central user
EC user
EC user represents an employee who has
access to Employee Central service.
non-Employee Central user
non-EC user
Non-EC user represents an employee
who doesn’t have access to Employee
Central service.
Search criteria
N/A
Search criteria mean that the search
fields or filters leveraged by users to
search for target employees.
Implementing People Search
People Search Terminologies
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4
Enabling People Search
The administrator can grant the role-based permission to the target users to let them search for certain employees
with People Search.
Prerequisites
● Enable Solr People Search (requires Role-based Permission) is enabled in Provisioning.
 Remember
As a customer, you don't have access to Provisioning. To complete tasks in Provisioning, contact your
implementation partner or Account Executive. For any non-implementation tasks, contact Product
Support.
● You can manage role-based permissions.
Procedure
1. Go to Admin Center Tools and search for Manage Permission Groups. Create a permission group for the
users that need to use People Search.
Assuming that you've created a permission group named "People Search". Then, all the users listed under this
group can search for other employees after you grant the correct role-based permission to the group.
 Tip
For more details about how to create a permission group, you can refer to Permission Groups.
2. Go to Admin Center Tools and search for Manage Permission Roles. Create new permission roles or
select existing ones for your People Search users.
Provided you want to create a new permission role, choose Create New and open Permission Role Detail screen.
 Tip
For more details about how to create a permission role, you can refer to Permission Roles.
3. In Permission Role Detail screen, choose Permission... and open Permission settings dialogue box.
4. Grant the permission
Choose Done.
User Permissions
General User Permission
User Search
to the permission role.
5. Still in Permission Role Detail screen, choose Grant this role to... Add... and grant this permission role to
the permission group you've configured for People Search users in Step 1. In our example, the group is "People
Search". Choose Done.
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Enabling People Search
After being granted with this permission, the employees who are allocated to the permission group "People
Search" can search for certain employees with People Search or other common search functions.
6. Save changes.
To find out how long it takes for your above changes to take effect, see details in How Do Permissions Update
When User Information Changes? And if the changes don’t take effect within 10 minutes, you could manually
refresh the permissions according to Refreshing RBP after Changes in Provisioning Configuration.
Results
People Search is now ready for you to use.
Related Information
What Are Role-Based Permissions?
List of Role-Based Permissions
Implementing People Search
Enabling People Search
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5
Setting Up People Search
The administrator can manage the recommended role-based permissions and switches below to configure
Universal People Search and the People Search in the global header.
Enabling Fuzzy Search in People Search [page 10]
The administrator can enable the fuzzy search to let users search for employees with relevant employee
names instead of exact matches in People Search.
Hiding Job Title in People Search and Organization Charts [page 11]
Hide the job title information in People Search results and organization charts if you don't want it to be
displayed.
Showing External Users in People Search Results [page 12]
The administrator can display external users in a search result after relevant switch is configured.
Showing Inactive Employees in People Search Results [page 13]
The administrator can configure users' role-based permission and let them see inactive employees in a
search result.
Showing Latest Employee Photos in People Search Results [page 14]
The administrator can keep the employee photos in a search result to the newest versions.
5.1
Enabling Fuzzy Search in People Search
The administrator can enable the fuzzy search to let users search for employees with relevant employee names
instead of exact matches in People Search.
Prerequisites
●
User Search
permission is granted to the users.
● Enable Solr People Search (requires Role-based Permission) is enabled in Provisioning.
 Remember
As a customer, you don't have access to Provisioning. To complete tasks in Provisioning, contact your
implementation partner or Account Executive. For any non-implementation tasks, contact Product
Support.
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Setting Up People Search
Context
Fuzzy search allows users to find an employee by a search term that has one-character difference from the target
employee name. This feature applies to the following scenarios:
● One missing or redundant character. If you search for "Joerg", the results also return "Jörg", and vice versa.
● One misspelled character. If you search for "Justen", the search results also return "Justin", and vice versa.
Procedure
1. Go to
Admin Center
Tools
and search for Company System and Logo Settings.
2. Select Enable fuzzy search function for People Search.
3. Choose Save Company System Setting to save your change.
Results
Previously, People Search only returned exact matches of the search terms. With fuzzy search enabled, users can
search for employees with relevant results.
5.2
Hiding Job Title in People Search and Organization Charts
Hide the job title information in People Search results and organization charts if you don't want it to be displayed.
Prerequisites
You have the
Administrator
Manage System Properties
Company System and Logo Settings
permission.
Context
You can use option Hide job title in People Search and org charts (Company Org Chart, Calibration Org Chart, and
Succession Org Chart) under Admin Center
for People Search and organization charts.
Company System and Logo Settings
to hide job title information
 Note
This option doesn't impact Position Organization Chart.
Implementing People Search
Setting Up People Search
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Procedure
1. Go to
Admin Center
Company System and Logo Settings .
2. In the Company System Settings section, check option Hide job title in People Search and org charts (Company
Org Chart, Calibration Org Chart, and Succession Org Chart).
3. Save your change.
Results
The job title field is hidden in People Search results, Company Organization Chart, Calibration Organization Chart,
and Succession Organization Chart.
5.3
Showing External Users in People Search Results
The administrator can display external users in a search result after relevant switch is configured.
Prerequisites
● Enable Solr People Search (requires Role-based Permission) is enabled in Provisioning.
 Remember
As a customer, you don't have access to Provisioning. To complete tasks in Provisioning, contact your
implementation partner or Account Executive. For any non-implementation tasks, contact Product
Support.
Context
Generally, external users can be displayed in a People Search result after the administrator deselects a switch
named Hide External Users from search results in the Admin Center. To use this feature in the module search boxes
that have adopted Universal People Search, the target module pages should support returning external users.
Procedure
1. Go to
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Admin Center
Tools
and search for Company System and Logo Settings.
Implementing People Search
Setting Up People Search
2. Deselect Hide External Users from search results.
3. Choose Save Company System Setting to save your change.
Results
Users can now find external users in a search result.
5.4
Showing Inactive Employees in People Search Results
The administrator can configure users' role-based permission and let them see inactive employees in a search
result.
Context
As an administrator, you can configure users' role-based permission to display inactive employees in a search
result. To use this feature in the module search boxes that have adopted Universal People Search, the target
module pages should support returning inactive employees.
 Remember
Future hires are also recognized as inactive employees.
Procedure
1. Go to
Admin Center
Tools
and search for Manage Permission Roles.
2. In Permission Role List screen, create new permission roles or select existing ones for your target users.
3. In Permission Role Detail screen, choose Permission... and open Permission settings dialogue box.
4. In Permission settings screen, grant the permission
Inactive Employees in the search
Administrator Permissions
Manage Hires
Include
to the permission roles you chose. Choose Done.
5. Still in Permission Role Detail screen, choose Grant this role to... Add... and grant this permission role to
the permission group you've configured for People Search users. Choose Done.
6. Save changes.
To find out how long it takes for your above changes to take effect, see details in How Do Permissions Update
When User Information Changes? And if the changes don’t take effect within 10 minutes, you could manually
refresh the permissions according to Refreshing RBP after Changes in Provisioning Configuration.
Implementing People Search
Setting Up People Search
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Results
Users now can see inactive employees in a search result.
5.5
Showing Latest Employee Photos in People Search
Results
The administrator can keep the employee photos in a search result to the newest versions.
Context
Once users update their profile photos, it generally takes a while to sync the changes. However, the administrator
can contact implementation partner or Product Support to deactivate the photo cache and show the new photos in
a search result immediately.
Procedure
Turn on
Company Settings
Disable Browser Photo Caching
in Provisioning.
Results
The employee photos are now updated to the latest.
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Setting Up People Search
6
Universal People Search
As part of People Search, Universal People Search (UPS) helps users find relevant employees across your
organization with people search features adopted in modules pages.
Highlights of Universal People Search
● Supports searching for employees in module search boxes that have adopted Autocomplete Search.
● Supports searching for employees with certain search criteria by using the search widget of Advanced Search.
Autocomplete Search [page 15]
As part of Universal People Search, Autocomplete Search is enabled by default in your instance, helping
users search for and find relevant employees within your organization by using the search boxes in module
pages.
Advanced Search [page 30]
As part of Universal People Search, Advanced Search helps users search for and find relevant employees
within organizations by using the search widget of Advanced Search.
6.1
Autocomplete Search
As part of Universal People Search, Autocomplete Search is enabled by default in your instance, helping users
search for and find relevant employees within your organization by using the search boxes in module pages.
Example
For example, you can search for and add people as email recipients by using the search box in this Recruiting page.
Implementing People Search
Universal People Search
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Highlights of Autocomplete Search
● Supports finding non-EC (Employee Central) employees with their basic employee info in module search boxes
that adopted Autocomplete Search.
● Supports finding EC employees with their alternative names.
● Supports one-character search for the users logged in with simplified Chinese, traditional Chinese, Japanese,
and Korean locales. When you sign in with such locales and search for employees with one character in module
search boxes that adopted Autocomplete Search, the search results find relevant users automatically.
● Supports for fuzzy search, allowing you to find an employee by a search term that has one-character difference
from the target employee name.
● Supports searching for an employee name with at most four keywords. (The keywords here refer to names
such as first name, middle name, last name, etc.) The user query that contains more than four words is
regarded as invalid input, thus no search results is returned.
● Supports searching for employee names that contain characters with accents, umlauts, diereses, etc.
● Supports showing users' employee info in a search result based on their user types and corresponding data
resources.
● Supports displaying multiple employments of an employee. Each employment type has a different indicator.
● Supports displaying searched contingent workers with indicators in a search result by default if the logged-in
user has permission to view.
● Supports finding external users as well as internal employees.
● Supports displaying target employee's formal name by default in a search result when user searches for an
employee. If no formal name is configured for the target employee, a combination of first name, middle name,
and last name is returned. The middle name may not be shown in the result in case no information is
maintained for this field.
Supported Modules for Autocomplete Search [page 17]
List all the module pages that now have adopted Autocomplete Search.
Search Criteria for Autocomplete Search [page 20]
Users can search for employees with certain search criteria in the Autocomplete Search.
Configuring Role-Based Permissions to Allow Logged in User to View Certain Employee Information in
Autocomplete Search Results [page 23]
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Universal People Search
The administrator can configure users' role-based permissions to control the visibility of certain employee
information for your target employee in a search result.
Deactivating Autocomplete Search [page 29]
Autocomplete Search can be deactivated from Provisioning.
Parent topic: Universal People Search [page 15]
Related Information
Advanced Search [page 30]
People Search Terminologies [page 7]
6.1.1 Supported Modules for Autocomplete Search
List all the module pages that now have adopted Autocomplete Search.
Module
360 Reviews - SAP Fiori version
Calibration
Career Development Planning
Continuous Performance Management
Data Protection and Privacy
Employee Central
Implementing People Search
Universal People Search
Detailed Module Page
●
Add Approver
●
All new UI pages
●
Internal and External Rater Search
●
Send Copy
●
360 Executive Review
Calibration session
●
All CDP People Picker UI5 version pages
●
Mentoring > Participant Invitations
Request/give Feedback
●
Change Audit Reports
●
Read Audit Reports
●
Subject Information
●
Company Structure Overview
●
Employment Info
●
Job Info
●
Job Relationships
●
Position Org Chart
●
Termination Screen
●
Workflow
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Module
Onboarding
Org Chart
People Profile
Performance and Goals
Presentations
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Detailed Module Page
●
Buddy Assignment
●
Recommended People Assignment
Search box
●
People Picker in People Profile
●
User info block > Live Profile Manager Fields
●
Add Modifier
●
Ask for Feedback
●
Change Document Date
●
Delete Document
●
Document Transfer with EX option on
●
Form Inbox 1.0
●
Get Feedback
●
Goal list page
●
Goal Management People Picker UI5 Version
●
Launch Form
●
Manage Document Visibility
●
Manage Route Map > "User" Role Configure
●
Modify Form Route Map
●
Restore Deleted Document
●
Route Completed Form
●
Route Document
●
Route Signature Stage Document
All pages
Implementing People Search
Universal People Search
Module
Recruiting Management
Detailed Module Page
●
Admin Center > Manage Onboarding Templates > Add/
edit New Email Template: CC/bcc
●
Admin Center > Manage Recruiting Email Templates >
Edit Email Template
●
Admin Center > Manage Recruiting Groups
●
Admin Center > Manage Recruiting Settings > Applicant
●
Admin Center > Manage Recruiting Settings > Recruiting
Profile Settings > Email Correspondence (Job Owner)
Subscriber Settings
●
Admin Center > Manage Recruiting Settings > Return
●
Admin Center > Mass Delete of Job Requisitions
●
Admin Center > Reassign Job Requisitions
●
Admin Center > Reassign Offer Approvals
●
Admin Center > Recruiting Email Triggers > Select an
Email Address Information > Job Owner
Email Trigger > Forward as Applicant
●
Admin Center > Recruiting Email Triggers > Select an
Email Trigger > Online Offer Cancelled by Sender
●
Admin Center > Restore Deleted Job Requisitions
●
Application > Interviewers Portlet > Set up Interviewers >
●
Candidates > Select Candidate > Contact Candidates >
Add Interviewer
Cc and bcc
●
Candidate > Select Candidate in Offer > Take Action > For­
ward > Forward as Applicant
●
Candidate > Select Candidate in Offer > Take Action > Of­
fer Letter >
●
○
Send Online Offer
○
Send Email as PDF
○
Send Online Offer with E-signature Enabled
Candidate Summary > Forward > Forward to Job Requisi­
tions
●
Events > Create New Event > Copy Existing Event
●
Events > Create New Event > Create New Event from
Blank Template / Families and Roles
●
Interview Scheduling > Select Candidate > Assigned to
(interviewer)
●
Interview Scheduling > Select Candidate > Start Schedul­
ing > Add Interviewer
●
●
Offer > Offer Approval > Add Approver
Preferences > My Recruiting Team Preferences > Addi­
tional Users
●
Preferences > My Recruiting Team Preferences > Default
Operator
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Universal People Search
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Module
Detailed Module Page
●
Requisition > Job Req Summary > Create New > Create
from Blank Template
●
Requisition > Job Req Summary > Create New > Copy Ex­
isting Job Requisition
●
Requisition > Job Req Summary > Create New > Edit Ex­
isting Requisition
●
Requisition > Job Req Summary > Edit Existing Requisi­
tion > Add Additional Users (Team Recruiting)
●
Requisition > Job Req Summary > Filter Options > User
Fields for Operators
Rewarding
Role-Based Permission
●
Benefits
●
Rewards and Recognition > Nomination
●
Data Privacy Statement > Search External User
●
Manage Permission Groups > Team View field
●
Set DPCS Statement Status > Search External User
Succession
All pages
User ProxyUser Proxy
Proxy Now user search
 Restriction
Some module pages still run with old search behavior, pending for UX redesign and the adoption of
Autocomplete Search.
6.1.2 Search Criteria for Autocomplete Search
Users can search for employees with certain search criteria in the Autocomplete Search.
In the Autocomplete Search, you can search for employees with certain search criteria across your organization.
For customers that have enabled the Employee Central, some additional criteria can be used when looking for
target employees.
Search Criteria Checklist
Criteria Type
Basic employee info
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Detailed Criteria Name
●
First Name
●
Last Name
●
Middle Name
●
Nick Name
●
User Name
●
Email
Note
Default search criteria of Autocomplete
Search.
Implementing People Search
Universal People Search
Criteria Type
Employee Central names & Person ID Ex­
ternal
Detailed Criteria Name
●
●
Employee Central names
Note
These search criteria are only available
○
Display Name
for the companies that have enabled the
○
Display Name Alt1
Employee Central.
○
Display Name Alt2
○
First Name Alt1
○
First Name Alt2
○
Formal Name
○
Formal Name Alt1
○
Formal Name Alt2
○
Last Name Alt1
○
Last Name Alt2
○
Middle Name Alt1
○
Middle Name Alt2
○
Partner Name
○
Partner Name Prefix
○
Preferred Name
○
Second Last Name

Tip
For more details on how to search for
employees with Employee Central
names, administrators can read Ena­
bling Employee Central Name Fields
of Autocomplete Search [page 22].
Person ID External
 Remember
The prerequisite of using the listed search criteria in Autocomplete Search is that administrators have
configured these criteria in Succession Data Model.
Related Information
Configuring Role-Based Permissions to Allow Logged in User to View Certain Employee Information in
Autocomplete Search Results [page 23]
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Universal People Search
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6.1.2.1
Enabling Employee Central Name Fields of
Autocomplete Search
The administrator can allow users to search for employees by their alternative name fields with a new Admin
Center switch enabled.
Prerequisites
● You've enabled Employee Central in your instance.
● Enable Solr People Search (requires Role-based Permission) is enabled in Provisioning.
 Remember
As a customer, you don't have access to Provisioning. To complete tasks in Provisioning, contact your
implementation partner or Account Executive. For any non-implementation tasks, contact Product
Support.
● You've configured Employee Central name fields in Succession Data Model.
Context
As an administrator, you can allow users to search for employees by the following alternative name fields in addition
to basic name fields in Autocomplete Search:
● Display Name
● Display Name Alt1
● Display Name Alt2
● First Name Alt1
● First Name Alt2
● Formal Name
● Formal Name Alt1
● Formal Name Alt2
● Last Name Alt1
● Last Name Alt2
● Middle Name Alt1
● Middle Name Alt2
● Partner Name
● Partner Name Prefix
● Preferred Name
● Second Last Name
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Procedure
1. Go to
Admin Center
Tools
and search for Company System and Logo Settings.
2. Enable Search People by Employee Central Name Fields. Choose Save Company System Setting.
Results
Users now can find employees by using their alternative names.
Next Steps
If users still cannot find employees with their alternative names, you can contact your implementation partner or
Product Support to rebuild the employee search index.
6.1.3 Configuring Role-Based Permissions to Allow Logged in
User to View Certain Employee Information in
Autocomplete Search Results
The administrator can configure users' role-based permissions to control the visibility of certain employee
information for your target employee in a search result.
Context
As an administrator, you can allow the logged in user to see certain employee information by granting their
corresponding role-based permissions. A search criterion may have two different role-based permissions. One is
for Employee Central users, and another is for the users that have no Employee Central enabled in their instances.
Basically, we firstly display the search criteria applicable for Employee Central.
For now, users can see the following employee information in an Autocomplete Search result:
● Email
● Job Title/Title
● Location
● Middle Name
 Note
Make sure that your searched employee has the corresponding data for the above fields. If no relevant data
maintained, no information is returned in a search result.
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Procedure
1. Go to
Admin Center
Tools
and search for Manage Permission Roles.
2. Create new or select existing permission roles for your users.
Provided you want to create a new permission role to grant the role-based permission, choose Create New and
open Permission Role Detail screen.
 Tip
For more details about how to create a permission role, you can refer to Permission Roles.
3. In Permission Role Detail screen, choose Permission... and open Permission settings dialogue box.
4. In Permission settings screen, grant the role-based permissions listed below to the permission role and control
the corresponding employee information the logged in user can see.
Employee Information
Email
Employee Information Data Source
○
Employee Central
○
User Management

○
Remember
Role-Based Permission
Grant the following permissions to the
logged in user:
○
View
retrieve the data of users from
there, then we retrieve the
data from User Management.
○
For the company without the
HR Information
Business Email Address
Employee Central, we firstly
Employee Central. If no email
User Permissions
Employee Data
For the company that has the
information is maintained in
EC instance:
○
.
Non-EC instance:
Permissions
Employee Data
Employee Profile
View
User
Email
.
Employee Central, we directly
use the employee data stored
in User Management.
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Employee Information
Job Title/Title
Employee Information Data Source
○
Job Title - Employee Central
○
Title - User Management
Role-Based Permission
Grant the following permissions to the
logged in user:
○
EC instance:
User Permissions
Employee Central Effective Dated
Entities
Title
○
Job Information
View
Non-EC instance:
Permissions
User
Employee Data
Employee Profile

Job
Title
View
Tip
See details in Display Logic of Job
Title and Title [page 26].
Location
○
Employee Central
○
User Management
Grant the following permissions to the
logged in user:
○
EC instance:
User Permissions
Employee Central Effective Dated
Entities
Location
○
Job Information
View
Non-EC instance:
Permissions

User
Employee Data
Employee Profile
View
.
Location
.
Tip
See details in Display Logic of Loca­
tion [page 28].
Middle Name
User Management
Grant the permission
Permissions
Employee Data
Employee Profile
View
User
Middle Name
to the logged in user.
5. Choose Done. Save changes.
Results
Users now can see configured employee information in an Autocomplete Search result.
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Related Information
Search Criteria for Autocomplete Search [page 20]
6.1.3.1
Display Logic of Job Title and Title
Learn the display logic behind Job Title and Title fields in the Universal People Search.
When you use Universal People Search in Org Chart or on other module pages, the Job Title or Title information is
included in the search results. And this title-related information is determined by the following factors:
● Permissions granted to the logged in user to view the title-related information.
○ Permission to view EC job title information under
Information
Job Title
Employee Central Effective Dated Entities
Job
(only for the companies that use SAP Employee Central).
○ Permission to view title information under
Employee Data
Employee Profile
Title .
● Job Title and Title data is maintained for the searched user.
Display Logic
The display logic differs between the companies that have the SAP Employee Central or not. For the company that
has the EC product, it has two kinds of users, such as the EC user and non-EC user. EC user has the EC
authorizations and displays the Job Title by default. And the non-EC user is the user who doesn’t have the EC
authorizations and displays the Title info. While for the company without the EC product, only Title info is displayed.
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You can refer to the following flow charts for logic details:
Logic for the Company with the EC Product - EC User
Logic for the Company with the EC Product - Non-EC User
 Note
The logic for the company without the EC product is same as the non-EC case in the second figure.
If unexpected information is displayed in the search result, we kindly recommend checking your data model in case
you mapped the Job Title or Title information of the user you search into other elements.
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6.1.3.2
Display Logic of Location
Learn the display logic of Location fields in the Universal People Search.
When you use Universal People Search in Org Chart or on other module pages, the Location information is included
in the search results and is determined by the following factors:
● Permissions granted to the logged in user to view the location information.
○ Permission to view EC location information under
Information
Location
Employee Central Effective Dated Entities
Job
(only for the companies that use SAP Employee Central).
○ Permission to view location information under
Employee Data
Employee Profile
Location .
● Location data is maintained for the searched user.
Display Logic
The display logic differs between the companies that have the SAP Employee Central or not. For the company that
has the EC product, it has two kinds of users, such as the EC user and non-EC user. EC user has the EC
authorizations and displays the Locationinfo under Employee Central Effective Dated Entities by default. And the
non-EC user is the user who doesn’t have the EC authorizations and displays the Location info under Employee
Data. While for the company without the EC product, the Location info under Employee Data is displayed.
You can refer to the following flow charts for logic details:
Logic for the Company with the EC Product - EC User
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Logic for the Company with the EC Product - Non-EC User
 Note
The logic for the company without the EC product is same as the non-EC case in the second figure.
If unexpected information is displayed in the search result, we kindly recommend checking your data model in case
you mapped the Location information of the user you search into wrong elements.
6.1.4 Deactivating Autocomplete Search
Autocomplete Search can be deactivated from Provisioning.
Context
Autocomplete Search is installed in your instance by default after the administrator enables SAP SuccessFactors. If
you no longer need to use Autocomplete Search, it can be deactivated in Provisioning.
 Remember
As a customer, you don't have access to Provisioning. To complete tasks in Provisioning, contact your
implementation partner or Account Executive. For any non-implementation tasks, contact Product Support.
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Procedure
Turn on
Company Settings
Disable Universal Person Auto-Complete Search
in Provisioning.
Results
Autocomplete Search is now deactivated in your instance.
6.2
Advanced Search
As part of Universal People Search, Advanced Search helps users search for and find relevant employees within
organizations by using the search widget of Advanced Search.
Users can use Advanced Search to search for employees on certain module pages if SAP SuccessFactors module
teams have enabled this search feature on the target pages.
Example
For example, you can search for and add people as offer approvers by using the search widget in this Recruiting
page.
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Highlights of Advanced Search
● Supports finding EC (Employee Central) and non-EC employees with certain advanced criteria in module
search widgets that adopted Advanced Search.
● Supports showing users' employee info in a search result based on their user types and corresponding data
resources.
● Supports for fuzzy search, allowing you to find an employee by a search term that has one-character difference
from the target employee name.
● Supports searching for an employee name with at most four keywords. (The keywords here refer to names
such as first name, middle name, last name, etc.) The user query that contains more than four words is
regarded as invalid input, thus no search results is returned.
● Supports searching for employee names that contain characters with accents, umlauts, diereses, etc.
● Supports displaying searched contingent workers with indicators in a search result by default if the logged-in
user has permission to view.
● Supports finding external users as well as internal employees.
Supported Modules for Advanced Search [page 31]
List all the module pages that now have adopted Advanced Search.
Configuring Search Criteria for Advanced Search [page 32]
The administrator can configure users' role-based permissions to make certain search criteria visible on
the Advanced Search widget.
Configuring Role-Based Permissions to Allow Logged In User to View Certain Employee Information in
Advanced Search Results [page 38]
The administrator can configure users' role-based permissions to control the visibility of certain employee
information for your target employee in a search result.
Parent topic: Universal People Search [page 15]
Related Information
Autocomplete Search [page 15]
People Search Terminologies [page 7]
6.2.1 Supported Modules for Advanced Search
List all the module pages that now have adopted Advanced Search.
Product
Detailed Module Page
Employee Profile
●
Directory Search
Performance and Goals
●
Route Completed Document
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Product
Detailed Module Page
Platform
●
GDPR (General Data Protection Regulation) pages
Recruiting
●
Admin Center > Manage Recruiting Settings > Recruiting
Subscriber Settings
●
Business Rules
●
Events > Create New Event > Copy Existing Event
●
Events > Create New Event > Create New Event from
Blank Template / Families and Roles
●
Events > Edit Existing Events
●
Offer > Offer Approval > Add Approver
●
Requisition > Job Req Summary > Create new > Copy Ex­
●
Requisition > Job Req Summary > Create new > Create
isting Job Req
from Blank Template
●
Requisition > Job Req Summary > Create new > Edit Exist­
ing Requisition
360 Reviews - SAP Fiori version
●
Send Copy
●
Add Participant
●
360 Executive Review
6.2.2 Configuring Search Criteria for Advanced Search
The administrator can configure users' role-based permissions to make certain search criteria visible on the
Advanced Search widget.
Context
As an administrator, you can allow the logged in users to see certain search criteria by granting their corresponding
role-based permissions. A search criterion may have two different role-based permissions. One is for Employee
Central users, and another is for the users that have no Employee Central enabled in their instances. Basically, we
firstly display the search criteria applicable for Employee Central.
Procedure
1. Go to
Admin Center
Tools
and search for Manage Permission Roles.
2. Create new or select existing permission roles for your users.
Provided you want to create a new permission role to grant the role-based permission, choose Create New and
open Permission Role Detail screen.
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 Tip
For more details about how to create a permission role, you can refer to Permission Roles.
3. In Permission Role Detail screen, choose Permission... and open Permission settings dialogue box.
4. In Permission settings screen, grant the role-based permissions listed below to the permission role and control
the corresponding search criteria the logged in users can see.
Search Criteria Type
Search Criteria Name
Customer Instance Type
Basic search criteria
First Name
This criterion is displayed by
Both types. This criterion is
default and needs no more
displayed on the Advanced
Search widget in the instance configuration.
that has enabled or without
Employee Central.
Middle Name
Both types
This criterion is displayed by
default and needs no more
configuration.
Last Name
Both types
This criterion is displayed by
default and needs no more
configuration.
Person ID
EC instance only, which
means this criterion can only
be displayed on the Ad­
vanced Search widget in the
instance that has enabled
Employee Central.
This criterion is displayed by
default in EC instance and
needs no more configuration.
Username
Both types
Grant the permission
Role-Based Permission
Permissions
Data
Employee
Employee Profile
Username View
logged in user.
Preferred Name/Nickname
Both types
○
Preferred Name - EC in­
stance only
○
User
to the
Grant the following permis­
sions to the logged in user:
○
EC instance:
User
Nickname - Non-EC in­
Permissions
stance, which means
Employee Central
this criterion can be dis­
Effective Dated Entities
played on the Advanced
Personal Information
Search widget in the in­
Preferred Name
stance without Em­
ployee Central.
View
○
.
Non-EC instance:
User Permissions
Employee Data
Employee Profile
Nickname
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Search Criteria Type
Search Criteria Name
Customer Instance Type
Role-Based Permission
Formal Name
EC instance only
Grant the permission
User
Permissions Employee
Central Effective Dated
Personal
Entities
Information
View
user.
Email
Both types
Formal Name
to the logged in
Grant the following permis­
sions to the logged in user:
○
EC instance:
User
Permissions
Employee Data
Information
HR
Business
View
Email Address
○
.
Non-EC instance:
User Permissions
Employee Data
Employee Profile
Email
Hire Date From/Hire Date To
Both types
View
.
Grant the permission
Permissions
User
Employee
Data Hire Date View
to the logged in user.
Advanced search criteria
Division
Both types
Grant the following permis­
sions to the logged in user:
○
EC instance:
User
Permissions
Employee Central
Effective Dated Entities
Job Information
Division
○
View
.
Non-EC instance:
User Permissions
Employee Data
Employee Profile
Division
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View
.
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Search Criteria Type
Search Criteria Name
Customer Instance Type
Role-Based Permission
Location
Both types
Grant the following permis­
sions to the logged in user:
○
EC instance:
User
Permissions
Employee Central
Effective Dated Entities
Job Information
Location
○
View
.
Non-EC instance:
User Permissions
Employee Data
Employee Profile
Location
Department
Both types
View
.
Grant the following permis­
sions to the logged in user:
○
EC instance:
User
Permissions
Employee Central
Effective Dated Entities
Job Information
Department
○
View
.
Non-EC instance:
User Permissions
Employee Data
Employee Profile
Department
View
User Role
Both types
This criterion is displayed by
default and needs no more
configuration.
National ID
EC instance only
Grant the permission
Permissions
Data
User
Employee
HR Information
National Id Card View
the logged in user.
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Search Criteria Type
Search Criteria Name
Customer Instance Type
Role-Based Permission
Groups
Both types
Grant all the following per­
missions to the logged in
user:

Tip
○
The administrator can
consult implementation
Administrator
Manage
Permissions
partner or Product Sup­
Manage
User
port to avoid security is­
Employee Dynamic
sues before using this
Groups
criterion.
○
.
Administrator
Manage
Permissions
Recruiting
Manage
.
Recruiting Groups
○
Administrator
Manage
Permissions
Workflows
Manage
Workflow Groups
Job Code
Both types
.
Grant the following permis­
sions to the logged in user:
○
EC instance:
User
Permissions
Employee Central
Effective Dated Entities
Job Information
Classification
○
Job
View
.
Non-EC instance:
User Permissions
Employee Data
Employee Profile
Code
Company
EC instance only
View
Job
.
Grant the permission
User
Permissions Employee
Central Effective Dated
Entities
Job Information
Company View
logged in user.
Customizable Field 1–15
Both types
to the
See details in Configuring
Customizable Fields on Ad­
vanced Search Widget [page
37].
5. Choose Done. Save changes.
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Results
Users now can search for target employees with configured search criteria.
Related Information
Configuring Role-Based Permissions to Allow Logged In User to View Certain Employee Information in Advanced
Search Results [page 38]
6.2.2.1
Configuring Customizable Fields on Advanced Search
Widget
The administrator can display customizable fields as search criteria on the search widget of Advanced Search.
Prerequisites
● You've configured customizable fields in Succession Data Model.
 Example
If you want to display two customizable fields, add the following sample code in your data model.
 Sample Code
<custom-filters>
<filter-module id="default">
<standard-element-ref refid="custom01"/>
<standard-element-ref refid="custom02"/>
</filter-module>
</custom-filters>
Context
You can customize up to 15 additional search fields on the widget of Advanced Search after correct configuration.
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Procedure
1. Go to
Admin Center
Tools
and search for Manage Permission Roles.
2. In Permission Role List screen, create new or select existing permission roles for your users.
Provided you want to create a new permission role to grant the role-based permission, choose Create New and
open Permission Role Detail screen.
 Tip
For more details about how to create a permission role, you can refer to Permission Roles.
3. In Permission Role Detail screen, choose Permission... and open Permission settings dialogue box.
4. In Permission settings screen, grant the permission
1-15
User Permissions
Employee Data
Customizable Field
to the permission role. Choose Done.
5. Save changes.
Results
The customizable fields are now displayed on the Advanced Search widget.
6.2.3 Configuring Role-Based Permissions to Allow Logged In
User to View Certain Employee Information in Advanced
Search Results
The administrator can configure users' role-based permissions to control the visibility of certain employee
information for your target employee in a search result.
Context
As an administrator, you can allow the logged in users to see certain employee information by granting their
corresponding role-based permissions. A search criterion may have two different role-based permissions. One is
for Employee Central users, and another is for the users that have no Employee Central enabled in their instances.
Basically, we firstly display the search criteria applicable for Employee Central.
For now, users can see the following employee information in an Advanced Search result:
● Job Title/Title
● Division
● Department
● Location
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● Status
 Remember
Make sure that your searched employee has the corresponding data for the above fields. If no relevant data
maintained, no information is returned in a search result.
Procedure
1. Go to
Admin Center
Tools
and search for Manage Permission Roles.
2. Create new or select existing permission roles for your users.
Provided you want to create a new permission role to grant the role-based permission, choose Create New and
open Permission Role Detail screen.
 Tip
For more details about how to create a permission role, you can refer to Permission Roles.
3. In Permission Role Detail screen, choose Permission... and open Permission settings dialogue box.
4. In Permission settings screen, grant the permission
User Search
General User Permission
Company Info Access
to the permission role.
5. Still in Permission settings screen, grant the role-based permissions listed below to the permission role and
control the corresponding employee information the logged in user can see.
Employee Information
Employee Information Data Source
Role-Based Permission
Job Title/Title
Both sources
Grant the following permissions to the
logged in user:
○
Job Title - EC instance only, which
means this employee information
EC instance:
User Permissions
can only be displayed in an Ad­
Employee Central Effective Dated
vanced Search result in the in­
Entities
stance that has enabled Employee
Title
Central.
○
○
Title - Non-EC instance, which
○
Job Information
View
Non-EC instance:
Permissions
can be displayed in an Advanced
Employee Profile
out Employee Central.

User
Employee Data
means this employee information
Search result in the instance with­
Job
Title
View
Tip
See details in Display Logic of Job
Title and Title [page 26]. Autocom­
plete Search and Advanced Search
share the same backend logic for
these two criteria.
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Employee Information
Employee Information Data Source
Role-Based Permission
Division
Both sources
Grant the following permissions to the
logged in user:
○
EC instance:
User Permissions
Employee Central Effective Dated
○
Entities
Job Information
Division
View
.
Non-EC instance:
Permissions
User
Employee Data
Employee Profile
View
Department
Both sources. This employee informa­
tion can be displayed in an Advanced
Search result in the instance that has
enabled or without Employee Central.
Division
.
Grant the following permissions to the
logged in user:
○
EC instance:
User Permissions
Employee Central Effective Dated
Entities
Job Information
Department
○
View
Non-EC instance:
Permissions
User
Employee Data
Employee Profile
View
Location
Both sources
.
Department
.
Grant the following permissions to the
logged in user:
○
EC instance:
User Permissions
Employee Central Effective Dated
Entities
Location
○
Job Information
View
Non-EC instance:
Permissions

User
Employee Data
Employee Profile
View
.
Location
.
Tip
See details in Display Logic of Loca­
tion [page 28]. Autocomplete
Search and Advanced Search share
the same backend logic for this cri­
terion.
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Employee Information
Employee Information Data Source
Role-Based Permission
Status
Both sources
To display this field in a search result,
you can follow the steps listed in Show­
ing Inactive Employees in People
Search Results [page 13].
6. Choose Done. Save changes.
Results
Users now can see configured employee information in an Advanced Search result.
Related Information
Configuring Search Criteria for Advanced Search [page 32]
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7
Global Header People Search
People Search in the global header enables users to search for and find employees across the organization.
People Search in the Global Header
As part of People Search, Global Header People Search helps users search for and find relevant employees across
the organization. Users can click on the search icon located in the page header to expand the search box and do the
search. And from search results, users can view searched employees' Quickcards or go to their Employee Profiles
for more details.
Highlights of Global Header People Search
● Supports finding non-EC (Employee Central) employees with their basic employee info.
● Supports finding EC employees with their alternative names.
● Supports for fuzzy search, allowing you to find an employee by a search term that has one-character difference
from the target employee name.
● Supports searching for an employee name with at most four keywords. (The keywords here refer to names
such as first name, middle name, last name, etc.) The user query that contains more than four words is
regarded as invalid input, thus no search results is returned.
● Supports searching for employee names that contain characters with accents, umlauts, diereses, etc.
● Supports showing users' employee info in a search result based on their user types and corresponding data
resources.
● Supports displaying target employee's formal name, instead of formatted name, by default in a search result
when user searches for an employee. If no formal name is configured for the target employee, a combination of
first name, middle name, and last name is returned. The middle name may not be shown in the result in case
no information is maintained for this field.
In addition to searching for target employees, you can also trigger specific tasks by typing relevant actions in the
Global Header Search box. Find more details in Action Search.
Related Information
People Search Terminologies [page 7]
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7.1
Prerequisites and Limitations of People Search in the
Global Header
Learn about the prerequisite features and current limitations of People Search to determine if it can be used in your
system.
People Search is enabled by default in all SAP SuccessFactors instances. However, limitations apply to instances
under certain conditions. If any of the following conditions apply to your instance, take the appropriate action.
● If you're using SAP Data Encryption by CipherCloud, you shouldn't use the latest version of People Search.
Contact Product Support or your implementation partner to have the latest version disabled. You can still use
People Search to find people in the global page header but some newer functionality isn't compatible with the
older version and can't be used in your instance.
● If you are not using role-based permissions, you can still use People Search to find people in the global page
header, but some newer configuration options, such as the ability to search by keywords like job title or
location, are not available in your instance.
● If you're using any locale other than traditional Chinese, simplified Chinese, Korean, and Japanese, you need to
type two or more characters in order to search a person. Single-character search is possible only in the
mentioned four languages.
7.2
Configuring People Search in Global Header
Use the configuration guides listed below to manage your People Search features in the Global Header.
Configuring People Search in the Global Header to Allow Searching by Additional Keywords [page 44]
Change the default behavior of the global People Search so that you can search for people using additional
keywords, such as job title, location, department, or division.
Configuring People Search in the Global Header to Hide Information About Multiple Employments [page 46]
Disable the display of multiple employment information on the organization chart, employee quickcard, and
global search results where required for data privacy reasons. If this is considered confidential information
in your organization, you can now hide it and only display the person's home or primary employment in the
user interface. Otherwise, by default, if you are using Global Assignments or Concurrent Employments in
Employee Central, you can view a person's multiple employment records in the user interface.
Configuring People Search in the Global Header to Open Quickcard from Search Results [page 47]
Change the default behavior of the global People Search so that it opens the employee quickcard when you
select a user in search results.
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7.2.1 Configuring People Search in the Global Header to Allow
Searching by Additional Keywords
Change the default behavior of the global People Search so that you can search for people using additional
keywords, such as job title, location, department, or division.
Prerequisites
● Role-based permissions are enabled.
● You have the role-based permission Company System and Logo Settings.
Context
By default, you can only search for people by name (first, middle, last, username). Use this configuration option to
allow search by the following characteristics:
● job title
● location
● department
● division
 Caution
This is a company-level setting that applies to all users of People Search, in all roles. People Search does not
consider role-based permissions to view this employee data for a target population. Therefore, if you restrict
the visibility of this data to certain roles in your system, you should not enable this option for People Search.
Procedure
1. Go to
Admin Center
Tools
Company System and Logo Settings .
2. Select the option Search for people by additional keywords such as job title, location, department, or division
(requires Role-based Permissions).
3. Click Save Company System Setting to save the change.
Results
All users with access to People Search can now search for people using other search keywords, such as job title,
location, department, or division.
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 Example
People Search by Job Title
People Search by Location
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People Search by Department
7.2.2 Configuring People Search in the Global Header to Hide
Information About Multiple Employments
Disable the display of multiple employment information on the organization chart, employee quickcard, and global
search results where required for data privacy reasons. If this is considered confidential information in your
organization, you can now hide it and only display the person's home or primary employment in the user interface.
Otherwise, by default, if you are using Global Assignments or Concurrent Employments in Employee Central, you
can view a person's multiple employment records in the user interface.
Prerequisites
● Global assignments and concurrent employment for Employee Central must be enabled in your system.
● You have the role-based permission for Company System and Logo Settings.
Procedure
1. Navigate to the
Admin Center
Company System and Logo Settings .
2. Deselect the option Show all active employments (for Global Assignment and Concurrent Employment) on
Quickcard, Organization Chart, and Global Search results.
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3. Save your settings.
People Search with Multiple Employment Records [page 47]
You can use search to find people as well as their employments.
7.2.2.1
People Search with Multiple Employment Records
You can use search to find people as well as their employments.
Search results show you when a person has multiple assignments in Employee Central. There are icons that
indicate whether a person has a concurrent employment or is on a global assignment. From the search result, you
can take action on either the person or the employment, as needed. The search also includes contingent workers.
For People Profile, the search widget is available for the following UIs:
● Company Structure Overview
● Position Organization Chart
● Fields in Termination Screen
● My Workflow Requests
● Job Info Supervisor field (New Hire, Action UI and Job History)
● Job Relationship "User" field (Search in Job Relationships, New Hire and Job Relationship History)
 Note
For customers with Employee Central, field permissions for the Job Title and Location fields in Job Information
must be set to visible for them to be displayed in the search results.
For customers without Employee Central, only field permissions for Job Title must be set to visible for them to
be displayed in the search results.
Parent topic: Configuring People Search in the Global Header to Hide Information About Multiple Employments
[page 46]
7.2.3 Configuring People Search in the Global Header to Open
Quickcard from Search Results
Change the default behavior of the global People Search so that it opens the employee quickcard when you select a
user in search results.
Prerequisites
You have the Company System and Logo Settings permission.
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Global Header People Search
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Context
By default, selecting a user in search results navigates to that person's employee profile. Use this configuration
option to change the default behavior so that it opens the quickcard instead.
Procedure
1. Go to
Admin Center
Tools
Company System and Logo Settings .
2. Select the option Selecting a user from global header search will show the quickcard.
3. Click Save Company System Setting to save the change.
Results
The behavior of the global People Search changes immediately so that clicking a search result opens the quickcard.
To navigate to the employee profile from the quickcard, click the person's name.
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