Directory
If you click on the Directory icon, you will be able to see a table with all the people in the platform, including employees and not employees. There are two ways for adding people to the directory. First, you have to click on “+”, and then you have to select if you want to create […]
Create smart groups
You can create smartgroups in the people section. A SmartGroup is an intelligent folder that will automatically include the people in Panorama that matches the criteria you have used when configuring the SmartGroup. This will let you have specific pools of people always updated. This is extremely useful for processes such as: Internal mobility of […]
Default group
In the folder called Default groups you will see people organized into 4 groups: Employees: People within the corporate email domains will be automatically marked as employees. Note: Public email domains (gmail.com, hotmail.com, etc) can’t be added. The corporate email domains must be previously included in the Company information when the account is created. Not employee: People without the corporate […]
Create groups
You can create Groups in the people section. This will let you create folders to have your candidates/ employees localized and segmented by pools. All people with access to the people section will be able to view the groups created. How to create a NEW Group: Click on the + button and click on “New […]
Groups
In this section, you will have access to the directory of people who are inside Panorama currently participating in a project either as participants, assessors, HRM or PM. If you click on “Groups” you access the table of people, here you will find the total number of people that exist, employees, not employees and administrative roles. When […]
