Displaying Staff Directories

Displaying Staff Directories

Intro to Staff Directories

The Foxbright staff directory blocks provide the ability to create and maintain complete staff listings based on data pulled directly from a Staff / User account information. Only Web Administrators or users with permission to manage the Staff Directory can update other user accounts. Any user with permission to update a page is able to place a directory on the page, but they are unable to change information in other user accounts.
  • Staff Directory formatting is automatic, simply select the appropriate filters and all matching staff members will be displayed.
  • Staff Directory Data is automated and pulls directly from the accounts created within a website. There is no need to edit a page to manage the staff information displayed on the page. If a staff account is updated, or a new staff member is added, the change will automatically be updated in any Staff Directory they should be displayed in.
  • Each staff listing can automatically link to staff profile page, if used.
  • Searchable Directories can be searched by any combination of First or Last name, Building, Department or Position.
  • Web visitors can send e-mails directly to staff members without exposing the staff member’s e-mail address to the web.  This protects the privacy of the staff member, while also preventing the e-mail address from getting harvested for use in SPAM. Note: Web Administrators can configure directories  to show staff email addresses inline if desired.
  • Staff listings can be reconfigured (eg. Changing the sort order, Changing how staff is grouped) within seconds, with no need to re-enter information.

Adding a Staff Directory to a Page

  1. In a new or existing page, add a new block or choose Change Block to an existing block.
  2. In the Add Block window, select either Staff Listing, Mini Staff Search, or Staff Directory with Search. Staff Listing is the most commonly used directory type. 
  3. Click Add Block. See below for more details on the available Staff Directory settings.

Staff Listing

The Staff Listing block type is the most configurable directory and is the most commonly used directory for displaying a specific Building or Department's staff.

Settings

  • Filter – Use the filter settings to display only a sub-set of the entire staff directory.  Select any combination of the District, Building, Department and Position to filter the staff.
    • Staff Directory Groups - Directory Groups can be created by Web Administrators to assign staff to. This option should only be used when other filters aren't enough to create a specific subset of staff. 
    • The Have Profile Page setting will filter to display only staff with profile pages. This setting is most often set to 'Don't Care' to display staff whether they have a profile page or now. 
  • Label Overrides – Customizes  column headers / labels. For example, if phone extensions are listed in the phone number column the column label should display as 'Extension' instead of the default 'Phone'.
  • Group – Groups staff together based on the selection. 
  • Grouping by building will display the building address (optional) followed by a listing of all the staff assigned to that building.  Use a secondary group in order to achieve a group-within-a-group organization, such as grouping staff by department.
  • Sort – Select what field you would like to order the staff.  Selecting to sort by Name sorts the staff by their last name.  If a sort order of Building, Department or Position is selected, then the sort order will follow the order specified in the Sort Order Rank in the Configuration menu available to Web Administrators. 
  • Listing Type – Toggles between the Row and Column listing types. Row listings are commonly used for sidebars or other narrow-width display areas. Column listings are often used for full page staff listings. Depending which type of listing is being used, different data fields can be enabled for display in the columns or rows presented by the staff list. Row listings can include a staff member's profile picture. 

Example of Column Listing Grouped by Department:


Row Listing:


The Staff Directory with Search provides a column list of all staff within an organization. The number of staff per page, and what information is displayed can be configured. Filters are provided for visitors to search the directory by name or role. 

Settings

  • Search Filters – Allows the customization of which search items are provided to the site visitor for them to filter the directory such as Building or Department.
  • Label Overrides – Allows for customization of column header / labels. For example, if phone extensions are listed in the phone number column the column label should display as 'Extension' instead of the default 'Phone'. 
  • Search Results – Determines what data is displayed for each staff, such as: department, position, phone etc. 

The Mini Staff Search provides the same search/filter options and settings as the Staff Directory with Search block type, however it does not display the staff member information along with it. There is a 'Search Results' field where a page is selected that contains the full Staff Directory with Search. When a visitor completes a search from the Mini Staff Search they will be redirected to the Staff Directory page with the filters they selected. The Mini Staff Search will not function without a Staff Directory page containing a Staff Directory with Search block. 
The purpose of the mini staff search is to provide a compact way for visitors to search the directory, without displaying the full directory on that page. It is often used on a homepage and then redirects to the page containing the full Staff Directory. Most clients don't use the Mini Staff Search. 

Contact Information

The Contact Information block is primarily used in the sidebar of a staff profile page where it is added automatically. The only setting available is to select a single staff member's account to show their information. This can be useful on some pages but it is more common to use the Staff List block since the information displayed has more configuration options.

Staff Cards

Staff Cards have the same configuration options as the Staff Listing block type. Instead of displaying staff as columns or rows, Staff Cards displays staff member information as a grid of 'cards' across the page. Staff Cards are commonly used when staff profile pictures have been added to accounts. An optional 'Profile Summary' field can be added to staff accounts to be able to display a short bio for the staff member within the cards.
Staff Cards are most commonly used as a visual way to display Board Members along with a picture.
Staff Cards can often benefit from additional styling, with help from Foxbright Staff. Foxbright can also configure the number of 'cards' to display on the page. Please contact support@foxbright.com for assistance setting up Staff Cards or activating the 'Profile Summary' area if needed. 

Settings:

  • Filter – Use the filter settings to display only a sub-set of the entire staff directory.  Select any combination of the District, Building, Department and Position to filter the staff.
    • Staff Directory Groups - Directory Groups can be created by Web Administrators to assign staff to. This option should only be used when other filters aren't enough to create a specific subset of staff. 
    • The Have Profile Page setting will filter to display only staff with profile pages. This setting is most often set to 'Don't Care' to display staff whether they have a profile page or now. 
  • Group – Groups staff together based on the selection. 
  • Sort – Select what field you would like to order the staff.  Selecting to sort by Name sorts the staff by their last name.  If a sort order of Building, Department or Position is selected, then the sort order will follow the order specified in the Sort Order Rank in the Configuration menu available to Web Administrators. 
  • Display Settings – Data fields are can be enabled for display in each staff member's card. The profile photo can be turned on or off. The 'Profile Link' option will add a link to the users profile, when applicable. 
    • Use Tile Layout - When 'Yes' the cards will display more like a mosaic, when 'No' the grid will be spaced evenly.