User syncing
To keep user data up-to-date, you can synchronize your profile data from your syncing source to Simpplr. To do so, head to Application settings > Application > People.
You can choose Azure, Okta, Google or Workday as the source.
You can select the fields to sync with Simpplr, then click Save. All the fields selected to synchronize are not editable in Simpplr. For full user syncing instructions, click here.
Profile fields
You can choose which fields to display on user profiles. Once you've selected a field to be visible, you can allow users to edit that field by clicking on the User editable box.
Note that if a field is set to sync with Workday on the User provisioning & syncing page, it will not be editable by the user.
If you want a field to be searchable, make sure it's visible.
You can also add up to 25 custom fields from the Add field option Custom fields are not searchable.
If the field is HTML code, you can check the “Field is HTML” box. Simpplr will render the HTML. For example, if the custom field is:
<a href=”http://www.salesforce.com”>Salesforce</a>
Simpplr will display a clickable “Salesforce” link that takes people to Salesforce.
People profiles 2.0 overview
As of the 24.01 release, we enhanced user profiles to include a richer, more user friendly design and functionality.
Note:
If any profile data is being synced from a separate source at the application level, the corresponding fields in the user's profile will NOT be editable. For example, if your org is syncing the 'Department' field from your people data source, you cannot change your Department in your profile. Also, App managers can still control which fields are editable by end users at the Application settings > Application level, even if those fields are not being synced from a different source.Key highlights
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In addition to the same fields you've always had, we've introduced several new standard fields, including Pronouns, Pronunciation, Assistant and Social media links
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Pronouns can be added and synced via bulk upload, SFTP and external sources. However, if not being synced, or the App manager has not restricted editing on them, users can customize them by choosing from the options or entering custom values.
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Users are able to add name pronunciation both as a text and the recorded audio.
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Once added, both Pronouns and Pronunciation are displayed on profile below the user's name.
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The Assistant field allows employees with an assistant to add their contact information on their profiles. Employees can choose to hide self-contact information in case they want to be contacted only via their assistants. This is a great use case for C-level executives or leaders in your org.
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Users can add social media links under the Contact section. The Contact section is also where users will go to connect their external integrations like messaging apps Slack and MS Teams.
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Integrated text editor in the About section to allow rich text editing. Note, not all features of the content text editor are available here, but you can format your About section and add emojis. You can also use this section to add your birthday date and month, as well as your hire date.
- Users can now view and edit profile data on the same page, including different sections on their profiles. Simply click the Edit icon next to any section you want to update.
- We've introduced a new Preferences tab under the My settings menu to allow users to add their language and locale.
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Finally, we've enhanced the interface to group and display profile data on profiles:
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Profile data is now placed in a more ideal, logical location
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Users can display/hide their own contact information using the Display on profile toggle.
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Messaging app integrations can be connected directly through the user's profile in the Contact section.
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Comments
Hi Matthew, we're not on Simpplr One yet won't see these new features for awhile. You mentioned:
Pronouns can be added and synced via bulk upload, SFTP and external sources. However, if not being synced, or the App manager has not restricted editing on them, users can customize them by choosing from the options or entering custom values.
We won't be synching them via bulk upload. Can I just confirm that an App Manager can set the pronouns for people to use and then restrict their ability to add their own custom values? e.g. they can only select he/him, she/her, they, them
Hi Matthew, can I please confirm that post code will be displayed in address fields? I can see it in your example above but wanted to double-check as we've been waiting for this feature for awhile. And I'm assuming it will be able to be synced via our daily upload? Thanks
Hi Natasha, yes, you can add a custom profile field in Manage > Application > People. Then make that field a multi-select option, input the values for "He/him, She/her, etc." and allow users to edit it.
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