Business Apps

Yes, you can replace the employees any time. Follow the steps mentioned below in order to accomplish this.

1. Open the Timesheet application. Ensure that you are part of the Owner’s group.
2. Click on Clients tab and select the client to which the project belongs to.
3. Click on the particular project and then click on the Team
4. Hereby clicking on the Edit button in front of the names of the employees, you can replace or remove the employee and also their Roles.

Please follow the steps mentioned below to disable the notification emails for Saketa Timesheet

1. Login as the app administrator and open the application
2. In the Admin tab, select the Manage Configurations tile and then go to Notification
3. Click on the Disable Notifications checkbox.
4. Now, you will not receive any mails from the Timesheet app.

Ensure that you are part of the users’ group in order to view/submit the Timesheets. Please follow the steps mentioned below, in order to create a new timesheet and get the app going:

1. Navigate to the ‘Admin’ Tab.
2. Click on ‘Manage App Users’ in ‘Group’ tile.
3. Add your name/ users to the created group.
4. Navigate back to the ‘Admin’ section.
5. Click on ‘Manage App Users’ tile.
6. Add your name (give user role as owner) and other usernames who you want to submit the app.
7. Refresh the page and you shall see the Timesheet tab right there.

You can export the weekly comments to an excel sheet. Please visit the Weekly Reports in the Reports section for more details.

Please check if you have followed the following steps:

1. Added yourself as project manager but not added as a team member in the TEAM tab of the Project.
2. Add your name as team member also to show tasks in the timesheet.
3. Create tasks in tasks tab of the project.

The ideal way to use the Organization Chart app is its app part. It is therefore highly recommended to add this app part on your site page. This will allow you to maintain the logo and app as per your requirements.

Please ensure that the employee is not his own manager. In such cases, that particular person won’t show up in the org chart.

Please note that you need to be a Site Collection Administrator to have access to the Configuration link.

You can take a license for a single site or multiple sites. We realize that you may want to install the app on multiple sites and use each site for a specific function or a department. This scenario is factored into our pricing model. For further details, please contact us at sales@saketa.com

Please check if the following is taken care of

1. The email of the user with whom the idea is shared needs to configured in the SharePoint User Profile
2. In the Administration section, please navigate to Manage App Setting->Stop Notification and ensure that the check box is not selected
3. In the Administration section, please navigate to Email Templates->Stop Notification and ensure that the checkbox there is unchecked
4. If the problem persists, please contactsupport@saketa.com

Yes, you can filter ideas by users. The steps below explain how you can accomplish this.

1. Click on the profile picture of the user who has posted the idea in the idea container.
2. All the ideas that have been posted by the following user will be displayed.

Please check if the membership settings are properly set up. The steps are detailed below for your reference.

1. Navigate to Site Settings->People and Groups.
2. Open the relevant group where your colleague’s id has been added
3. Click on Settings->Group Settings
4. For the question, who can view the membership of the group, select Everyone
5. Go back to the application. The user should be able to view the relevant details now.

If the issue persists, please drop us a note at support@saketa.com and we will resolve the problem at the earliest.

In order to delete an idea, you must be a part of the group Idea Board – App Owners. Please contact your app administrator to add your credentials to the group, following which you can delete ideas posted by other users.

Yes, you can stop the email notifications. Please follow the steps below to set it up.

1. Open the site, logged in with Owners permissions.
2. Click on Administration button and then Manage App Settings.
3. Checkmark the Stop Notifications
4. Now you wouldn’t receive any mail from the app.

Please ensure that the points mentioned below are taken care of.

1. Ensure that sufficient permissions are given on the application. You must be a part of the Owners group or the Members group to be able to comment on ideas.
2. Ensure that the app is not in the read-only mode. To check this, navigate to Administration->Manage App Settings and confirm that the App Read Only field is unchecked.
3. If the problem persists, please contact us at support@saketa.com

Please note that you must be an administrator for the Idea Board application to add/modify the idea boxes. Once you have the required permissions, please navigate to Administration->Idea Box

If you face any further problems with respect to adding more idea boxes, please contact us at support@saketa.com

You can check the tasks assigned to users using the filters provided within the Saketa Kanban Board – In the app, click on the Filter button and select the user whose tasks has to be displayed.

You can add an attachment while creating a task by clicking on Add an Attachment. Additionally, while editing a created task, you have the attachment icon on the OOB ribbon. Clicking this icon will show you the attachment, which you can then view or download.

Yes, you can configure the Kanban swim lanes as per your requirements

1. Log in as the app administrator and click on the Status Configuration button present at the top right corner of the app page.
2. Click on Add or Delete Status and make the changes as required.

The level of permissions required will depend on your role in the application.

1. To install the Onboarding app, you need to be a Tenant Administrator
2. To access Employee Onboarding app, you need to have the following permissions:
   1. Site visitors (minimum)
   2. Employee Onboarding app Members (minimum)
3. To administer/ configure the app, you should have Onboarding app Owners permissions.
4. To perform main operations such as onboarding process, you should have HR Owners permissions.

Yes, you can change the checklist options that are available at the time of initiating an Onboarding Process. Please visit the Administration->Onboarding Checklist section of the application and you can edit all the checklist items from the available lists.

The emails to be triggered will be assigned at the start of the Onboarding process. At the time of adding details of a new employee, you are prompted to enter the names of the Manager and System Administrator. The emails will be triggered by these individuals during the workflow.

Yes, you can white-label the app, and change the logo and app name. In order to white label the app, you need to follow the steps mentioned below.

1. Open Manage App settings -> Administration
2. In here, you will find different settings where you can change the name, description, logo and other properties.

In order to add or edit items of System Setup details, please follow the below steps:

1. Open the System Setup Details tab under Administration.
2. In the list, click on the Edit button.
3. Click on the List button present in the ribbon.
4. Click on Modify View and then click on Settings.
5. Under the column section, click on Setup Details type.
6. Now you can edit the options that have to be provided in the drop down.

The level of permissions required will depend on your role in the application.

1. To install the Onboarding app, you need to be a Tenant Administrator
2. To access Employee Onboarding app, you need to have the following permissions:
   1. Site visitors (minimum)
   2. Employee Onboarding app Members (minimum)
3. To administer/ configure the app, you should have Onboarding app Owners permissions.
4. To perform main operations such as onboarding process, you should have HR Owners permissions.

Please find below a comparison grid and pricing for both the versions of the Employee Directory – the Employee Directory and the Employee Directory – Pro.

Ensure that the logged in user has an email id associated with their SharePoint profiles record. To check if there is an email Id associated, please visit the logged in user’s SharePoint User Profile and look for the email ID field. If the email ID is not present, please add the email ID and retry.

In the Saketa Employee Directory – Pro, you can filter by multiple attributes, thereby considerably reducing the time taken to find your colleagues.

The Saketa Employee Directory – Pro allows you to export and print the Employee Directory.

Ensure that the attribute has at least one value for any of the Employees in Active Directory. If no employee has the attribute, then the filter will not display. For e.g. if you have defined a Hobbies attribute, then please ensure that the hobbies have been entered by the employees, and the same is reflected in the Active Directory.

Ensure that you have Full Control Permissions on the site where the application has been installed or you are the Site Collection Administrator. You need to at least be a Site Collection Administrator to see the Administration link.

The Saketa Employee Directory – Pro allows you to rename filters as per your convenience.

If you are seeing duplicate nodes then this could be an issue of User Profile Search Services. Please follow the below steps to check if the data is being duplicated:

1. Go to Site search – People and search for the person whose node is showing up more than once
2. If the search results display 2 records, then it confirms that duplicate profiles are shown from SharePoint search service itself. Please contact your SharePoint Administrator to get the problem rectified.
3. If it displays only one record and the node still shows up as a duplicate, please feel free to contact us at support@saketa.com .

The Saketa Employee Directory – Pro gives you the ability to export the entire directory to a PDF/Excel.

The Exclude Filters feature provided is used to hide the users from Employee Directory.

1. Click on the Administration tab and open Manage App Configurations.
2. From here, go to Exclude Filters tab and apply the required conditions in order to hide particular employees from displaying in the Saketa Employee Directory.

Saketa Employee Directory fetches data from SharePoint User Profiles that is in turn mapped with that of Active Directory via SharePoint Search Services.

You can add as many exclude filters as you like and there are no limits as such.  Still, it is recommended to identify a common user profile attribute, for all the accounts that need to be removed from directory.

Example 1: All vendor accounts should be removed.

• Go to Exclude Filter tab from the administration.
• Enter attribute name Employee Type; give its value as Vendor.
• Add filter and Save. Refresh directory page and check. Vendor accounts get hidden from the app.

Example 2: All the accounts that have “.au” in their email, should be removed.

• Go to Exclude Filter tab from the administration.
• Select WorkEmail from Filter by condition drop list.
• In the adjacent text box enter “.au”.
• Add filter and Save. Refresh the directory page and check that those accounts have been removed.

Both the examples are based on the assumption that AD hold these attributes and corresponding values.

There are 2 ways you can accomplish this.

1. From outside the app: Contact your SharePoint admin (or Microsoft team for O365) to filter out all the disabled accounts. Microsoft automatically runs regular crawls for O365, and this will later reflect in the Employee Directory application.
2. From within the app: Exclude filter feature in the Administration->Manage Configurations helps you exclude the accounts. All you need to do is, to provide an attribute value that is common to these disabled accounts.

Yes, the profile pictures will be fetched in the team site as well.

Please ensure that the steps mentioned below are taken care of.

1. Ensure that the user has uploaded his profile picture in his Delve/Outlook. If not, please upload the picture. Please note that once the pictures are uploaded, it takes up to 1 week for Microsoft to do a sync with the User Profiles.
2. Once the picture is uploaded in Outlook/Delve, please note that the user should open their Delve at least once.
3. If the user’s profile picture was never uploaded in AD or through Outlook, SharePoint, etc. then the first letters of his first name and last name would be displayed in place of the profile picture.