I. Intro
Depending on the Contacts settings configured in the Lark Admin Console, you can extract personnel information from person fields. Personnel information such as direct manager, department, employee ID, and contact information can be extracted.
Note: Only person and created by fields are supported. You won't be able to use this feature if you've turned on Allow adding multiple members in one record.
Common scenarios
- Employee information collection: HR managers can automatically obtain relevant personnel information of each member with a few clicks, minimizing the chance of human errors.
- Workflow optimization: When reviewing approvals or submitting reports, you can quickly find out who the direct manager of a member is. This information can be used to automate workflows for sending notifications as well as to configure advanced permissions to manage the data effectively.
II. Steps
- Obtain personnel information
Open the menu of a person field or created by field, turn on Retrieve more personnel information, then select the information you want to add and click Confirm. Ancillary fields (marked by a Lightning icon) containing the selected information will be added to the table.
Note: Content in these ancillary fields cannot be edited.
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- Refresh data
Open the menu of an ancillary field, then click Refresh to get the latest data.
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- Go to the source person field
Open the menu of an ancillary field and click the Go to the source field icon to return to the person field from which the ancillary field is created.
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4. Delete ancillary fields
There are two ways to delete an ancillary field:
- Select the field you want to delete, right-click, and select Delete field.
- Go to the menu of the source member field, turn off Retrieve more personnel information, then click Confirm to delete all related ancillary fields.
5. Field types for personnel information
Note: The personnel information that can be obtained is limited by the visibility permissions set by the administrator in the Lark Admin Console.
III. FAQs