Improving Search Accuracy in SharePoint People Directory
Improving Search Accuracy in SharePoint People
Directory
Improving Search Accuracy in SharePoint People Directory
with Predefined Filters
Having quick access to the right people and resources is essential for
productivity and collaboration. A SharePoint People Directory is an
essential tool for organizations, helping employees find colleagues
quickly based on key attributes such as department, role, or skills.
Quick Read
Summary generated by AI, reviewed for accuracy.
Predefined filters in the SharePoint People Directory improve search
accuracy by allowing employees to quickly find the right person based on
criteria like department, location, and skills. This saves time, enhances
collaboration, and streamlines workflows.
By using these filters, organizations ensure a consistent, user-friendly
experience, making it easier to connect with colleagues and boosting
overall productivity.
However, when the directory grows, the volume of data can make
searches cumbersome. This is where predefined filters in the SharePoint
People Directory come into play, offering a more efficient and accurate
search experience.
This blog explores how predefined filters can significantly improve search
accuracy, streamline workflows, and enhance collaboration across your
organization.
What is the SharePoint People Directory?
The SharePoint People Directory is a central repository within SharePoint
that stores and organizes employee profiles. These profiles contain key
employee information such as name, job title, contact information,
location, department, skills, and more. The directory is particularly useful
in large organizations where finding the right person for a specific task
can be time-consuming.
In its most basic form, the People Directory is a contact list. But when
enhanced with predefined filters, it becomes a robust search tool that
delivers highly relevant results with a few clicks.
What are Predefined Filters?
Predefined filters are pre-configured categories or attributes that users can
apply to refine their search in the SharePoint People Directory. For
example, filters might include job titles, departments, office locations, or
even specific skills. These filters are already set up by the SharePoint
administrator or organization and allow employees to narrow down their
search results quickly, without having to manually adjust search
parameters each time.
Rather than typing in a search term and sifting through numerous
irrelevant results, predefined filters give users an intuitive way to search
based on specific categories, resulting in faster and more accurate
results.
Benefits of Using Predefined Filters for Search Accuracy
1. Faster Search Results
One of the primary advantages of using predefined filters in the People
Directory is that they significantly speed up the search process. Instead
of browsing through a list of hundreds or even thousands of employees,
users can narrow down their search by applying filters that instantly
limit the pool of results.
2. Increased Search Accuracy
Predefined filters improve the accuracy of search results by limiting them
to specific parameters. This means employees can quickly find exactly
who they are looking for based on specific criteria without having to sift
through unrelated profiles. The accuracy of the search is boosted because
the filters eliminate irrelevant results, allowing users to focus on profiles
that meet their exact needs.
3. Improved User Experience
One of the challenges faced by large organizations with numerous
employees
is managing the overwhelming amount of data in the People Directory.
Predefined filters make it easier for users to locate the information they
need without feeling overwhelmed by endless search results. By
providing a more intuitive interface, users don’t have to rely on complex
queries or deal with irrelevant results. They can simply select the
relevant filter(s) and find what they need in a fraction of the time.
Moreover, the use of predefined filters simplifies the search process for
employees who may not be familiar with all the attributes available in the
directory. For instance, a new employee may not know the names of
departments or teams but can easily filter by job title or location to find
colleagues.
4. Enhanced Collaboration and Productivity
In a workplace that thrives on collaboration, being able to quickly find
the right person for a task or project is critical. With predefined filters,
employees can easily identify and reach out to individuals with specific
skills or expertise, improving interdepartmental communication and
teamwork.
By narrowing down search results to employees in the relevant
department or with the right qualifications, predefined filters streamline
collaboration efforts. This enhanced accessibility to the right people
helps employees solve problems faster and take action on projects
more efficiently.
5. Consistency in Search Results
Predefined filters also help ensure consistency in search results. When
employees manually search for individuals, they might use different
keywords or criteria, leading to inconsistent results. With predefined
filters, everyone in the organization is using the same set of categories
and search criteria, which promotes uniformity across the People
Directory.
Common Predefined Filters to Enhance Search Accuracy
The specific predefined filters available in a SharePoint People Directory
will depend on how the organization has configured the directory, but
some common ones include:
1. Department
This filter allows users to narrow their search to individuals working
in specific departments such as HR, IT, Marketing, Finance, etc.
2. Location
Especially useful in global or hybrid organizations, this filter enables
users to search for employees based on their geographical location,
whether that’s an office city, region, or country.
3. Job Title
With the Job Title filter, users can quickly find employees based on their
roles, such as CEO, Manager, Software Engineer, HR Specialist, etc.
4. Skills/Expertise
This filter allows employees to find colleagues based on specific skills or
expertise, such as Python programming, project management, content
writing, etc.
5. Team/Project
This filter allows employees to find people working on specific
projects or in particular teams, making it easier to identify those
involved in a shared initiative.
6. Experience Level
A filter for experience levels can help users find employees based on
seniority, such as junior, senior, or executive-level staff.
7. Manager/Supervisor
If a user wants to find employees under a particular manager or
supervisor, this filter can narrow the search to those reporting directly to
a specific individual.
How to Set Up Predefined Filters in SharePoint People Directory
Setting up predefined filters in Employee Directory 365 is a straightforward
process that allows organizations to refine employee search results based
on key attributes like department, job title, skills, or location. These filters
help users quickly find the right person for specific tasks or
collaborations, boosting productivity and enhancing the user experience.
Here’s a step-by-step guide on how to set up predefined filters in
Employee Directory 365:
1. Define Your Filter Categories
The first step in setting up predefined filters is determining which
attributes will be most useful for your organization’s needs. Some
common filters include:
Department: Allows employees to search by department (e.g.,
Marketing, IT, HR).
Location: Helps users find colleagues in a specific office or region.
Job Title: Filters employees based on their roles or titles.
Skills: Allows employees to search for colleagues with specific skills or
expertise.
Teams/Projects: Helps find people working on specific teams or projects.
2. Ensure Accurate Employee Profile Information
For filters to work effectively, employee profiles must have accurate and
up-to-date information. This includes data such as:
Job title, department, office location
Skills, expertise, and
certifications Any other
relevant metadata
Make sure the information is consistently maintained across all employee
profiles to ensure the filters deliver the best results.
3. Access the Admin Settings
To set up the predefined filters in Employee Directory 365, log in as an
administrator and access the settings or configuration page. Here,
you’ll find options to modify the directory’s features, including
filtering options.
4. Create and Configure Filters
Within the admin settings, navigate to the filter management section.
Here you can:
Add new filters by choosing from predefined attributes (e.g.,
department, skills, location).
Define how each filter will appear in the directory interface for users.
Set the filter’s visibility based on user roles or permissions,
ensuring only the relevant filters are visible to specific employees.
5. Test the Filters
Before making the filters available to all users, test the filter
functionality with a few sample searches. This will ensure that each
filter works correctly, and the search results are refined as expected.
6. Communicate the New Filters to Employees
Once the filters are set up, it’s important to inform employees about the
new search capabilities. Provide guidance or training on how to use the
predefined filters to improve search accuracy. Highlight the benefits of
using filters for quicker access to the right colleagues.
7. Monitor and Update Filters Regularly
Predefined filters should be regularly reviewed and updated to ensure
they remain relevant. For example, new departments, teams, or office
locations might need to be added, or existing filters might need
adjustments as your organization evolves.
Setting up predefined filters in Employee Directory 365 is a simple yet
powerful way to improve search efficiency and accuracy. By organizing
your employee data and offering tailored filters, you can help employees
find the right colleagues faster, enhance collaboration, and streamline
workflows. With just a few steps, you can
transform your employee directory into a robust tool that supports
both daily operations and long-term business goals.
Here is the Customer Review
“This app perfectly meets our needs by providing a directory for our corporate
employees. While watching the demo video, we noticed the use of extension
attributes to display an image of an employee’s office location, which also
fulfilled our need for an office seating chart. This app ended up solving two
key company needs with a single solution — an employee directory and a
seating chart! Additionally, the support we received was excellent. All our
concerns were addressed promptly, and we were up and running in no time!”
Best Practices for Using Predefined Filters
Limit the Number of Filters: Too many filters can overwhelm users and
make the search process more complicated. Focus on the most
important and commonly used criteria.
Keep Metadata Updated: Regularly update employee profiles to
ensure that filter attributes (such as job title, department, skills)
remain accurate and up- to-date.
Make Filters Easily Accessible: Ensure that filters are prominently
displayed and easy to apply within the People Directory interface.
Offer Training: Provide training or guidance on how to effectively
use filters for new employees or teams to ensure they understand
the value and
functionality of the People Directory.
Conclusion
The SharePoint People Directory, enhanced with predefined filters, boosts
search accuracy and productivity by quickly narrowing results based on
department, job title, or skills. This saves time and fosters a more
efficient, collaborative work
environment.
With Employee Directory 365, maintaining an effective filter system
ensures a user- friendly, robust directory that helps teams collaborate
faster and achieve their goals more efficiently.
Get started today to improve your organization’s collaboration and
productivity.
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