Navigating with Quick Cards

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Navigate in the Application with the Quick Cards

Quick Cards

Quick cards display basic information about employees in the system such as phone numbers, e-mail addresses, titles, and locations.

Quick cards are available in several places within the application, and you can display them as follows:

  • By hovering over an employee’s name, like in People Search;
  • By selecting on an employee’s name, like in performance forms; or
  • By choosing on the small Rolodex-card icons shown next to each employee’s name in certain areas of the tool like Calibration sessions.

Quick cards are a convenient way to find information about employees in a single place including contact information and team size. With the take action option available on quick cards, users can navigate to other areas in the system that contain additional employee information.

There are some specificities to keep in mind when using quick cards:

  • Content in quick cards is dynamic and most content is not customizable.
  • You will not see links to content that you do not have permission to see, so all security permissions are respected in quick cards.
  • Some links can be enabled or disabled.

On the right-hand side, you can see the differences in Barry’s quick card when it is accessed by two different users. The first is an administrator with full permissions and the second is a different administrator with fewer permissions. Therefore, fewer links are available.

How to manage Quick Cards

Business Example

Company administrators need to know how to configure options that will impact employee quickcards as outlined in the Implementing People Search Search guide and in other guides within SAP SuccessFactors Platform on the SAP Help Portal.

Task 1: Disable and Enable various Quickcard settings

Steps

  1. Disable quickcard view from Company System and Logo Settings and test the change in Action Search.

    1. Use Action Search to navigate toCompany System and Logo Settings.

    2. Locate the option Selecting a user from global header search will show the quickcard, uncheck this option and click Save Company System Setting.

    3. Confirm the message Company System Setting Saved. appears at the top of the page.

    4. Logout and login to your instance.

    5. In Action Search enter Alex Anderson and move your cursor over the image of Alex. Notice no additional windows appear.

  2. Re-enable quickcard view.

    1. Use Action Search to navigate to Company System and Logo Settings.

    2. Locate the option Selecting a user from global header search will show the quickcard, check this option and click Save Company System Setting.

    3. Confirm the message Company System Setting Saved. appears at the top of the page.

    4. Logout and login to your instance.

    5. In Action Search enter Alex Anderson and move your cursor over the image of Alex. Notice an additional window appear titled Employment Details.

    6. Select the link at the bottom of the card titled Show Actions and Links.

    7. Click Links and then select Succession Org Chart. Confirm you are brought to the CEO position in the company that is currently occupied by Alex Anderson.

  3. Disable the ability to see usernames in the quickcard and Action Search.

    1. Use Action Search to navigate to Platform Feature Settings.

    2. Locate the option Hide Username in the UI, check this option and click Save.

    3. In the Message that states Successfully saved! click OK.

    4. Logout and login to your instance.

    5. In Action Search enterAlex Anderson and notice that you see an image of Alex and his position of CEO but you do not see username aaaa.

  4. Re-enable the ability to see usernames in the quickcard and Action Search.

    1. Use Action Search to navigate to Platform Feature Settings.

    2. Locate the option Hide Username in the UI, uncheck this option and click Save.

    3. In the Message that states Successfully saved! click OK.

    4. Logout and login to your instance.

Result

You now know how to configure some options related to Quickcards.

Note

Do not confuse Employee Quickcards with Talent Cards.

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