People · New Hires, Birthdays, and Moments

The TeamBook Connected Org package ships three companion web parts in addition to the main directory. They surface recent joiners and upcoming birthdays in compact, decorative blocks you can place on any modern SharePoint page — intranet hubs, team site landing pages, hero bands, side rails.

Web partWhat it shows
People · New HiresColleagues who joined within an admin-configured window (default 90 days)
People · BirthdaysColleagues with a birthday inside an admin-configured window (default 14 days), from those who opted in via My Card
People · MomentsBoth new hires and birthdays in one combined card, with section headers

Each web part is small, focused, and clickable: any tile opens a Microsoft Teams 1:1 chat with that colleague.


Three layouts

Each companion web part offers three layouts via the property pane. Pick the one that fits the page:

LayoutBest for
StripHero bands — horizontal scroll of compact tiles, ~80 px tall
Column gridSide rails or content columns — 2–4 column auto-fill of medium cards
Row gridList-style page sections — compact horizontal rows, info-densest

The same data renders in any layout — only the visual density changes.


Configuration (property pane)

Each companion web part has its own SharePoint property pane. Open it by editing the page → clicking the web part → clicking the pencil.

Common settings

SettingDescription
Microsoft 365 group namesComma-separated list of groups whose members make up the source. Usually the same groups as the main directory.
Web part titleThe heading shown at the top — e.g. “Welcome new joiners”.
LayoutStrip, Column grid, or Row grid.
Max itemsMaximum number of people to show.

New Hires specific

SettingDescription
Look-back window (days)How far into the past to look for new joiners. Default 90.

The window is measured against the employeeHireDate attribute in Microsoft Entra ID. If your tenant doesn’t populate hire dates, this web part will be empty — see Getting Started → Known limitations.

Birthdays specific

SettingDescription
Look-ahead window (days)How far into the future to look for upcoming birthdays. Default 14.

Birthdays are opt-in — they only appear for colleagues who saved a birthday on their My Card.

Moments specific (combined)

SettingDescription
Show new hires sectionToggle the new-hires half.
Show birthdays sectionToggle the birthdays half.
New hires window (days)Independent look-back for the new-hires half.
Birthdays window (days)Independent look-ahead for the birthdays half.
Max per sectionMaximum tiles per section.

If only one of the two sections has data, only that section renders (no empty heading).


Where the data comes from

These web parts reuse the same data sources as the main directory:

  • Employees — from Microsoft Graph, filtered to the configured M365 groups
  • Hire dates — from Microsoft Entra ID’s employeeHireDate attribute
  • Birthdays — from the TeambookEmployeeProfiles SharePoint list (filled by colleagues on My Card)

This means: if you install only a companion web part on a site that’s never run the directory, the SharePoint list won’t exist and Birthdays will be empty. See the section below.


Important: site-collection scoping

SharePoint lists are scoped to a single site collection. The TeambookEmployeeProfiles list lives inside the site collection where the directory was first installed.

Same site collection

If your directory is at /sites/intranet and you place a companion web part on /sites/intranet/SitePages/Welcome.aspx, you’re in the same site collection — the list is already there, everything works.

Different site collection

If your directory is at /sites/intranet and you place a companion web part on /sites/hr-portal/SitePages/Home.aspx, you’re in a different site collection. The companion web part will not find any birthday data and will show an empty state.

Two ways to handle this:

  1. Recommended: put your directory and all companion web parts in the same site collection (e.g. all on /sites/intranet).
  2. Alternative: install the directory web part on each site collection that needs companion web parts (it auto-provisions the list on first load — you can then remove the directory if you don’t want it visible there).

Click behaviour

Every tile in every companion web part is a click target. Clicking opens a Microsoft Teams 1:1 chat with that colleague. The action uses the standard https://teams.microsoft.com/l/chat/0/0?users=... deep link, falling back to mailto if the colleague has no Exchange mailbox.


Privacy

  • Birthdays are opt-in. A colleague who hasn’t filled in their birthday on My Card will never appear in the Birthdays surface.
  • No year stored. Birthday is month + day only.
  • No tracking. Clicks on tiles aren’t recorded anywhere.
  • No off-tenant traffic. All data stays in the customer’s Microsoft 365 tenant.