Add Open Roles for To-Be-Hired Positions

Open Roles are great for documenting new to-be-hired positions, or recently opened positions on established teams. You can create an Open Role anywhere on your Org Chart by clicking and dragging a role card from the Build menu into a new spot on your chart. Follow the steps below to make it a To Be Hired Role and make it stand out on your chart:


  1. Click and drag a role card from the Build menu on the left and position it on your Org Chart (drag it onto a manager’s card to position it under that manager, or drag it next to an existing card)
  2. Click on the newly created Role and click the Hiring slider to highlight the open role
  3. Add a Job Title and Description - your changes will be saved automatically

To convert a Hiring Role once it has been filled:

  1. Click on the Hiring Role Card on the Org Chart page
  2. De-select the Hiring slider
  3. Enter the name of the person filling the role in the Select a person box, then select the recently added employee who will fill that role
Tip Open Roles do not have profiles and only appear within the Org Chart. They aren't shown in the Directory or search results, and will not be added to your overall employee headcount in Pingboard.
Tip Use Markdown to add styles like bold or italic text to your role descriptions, or to include links to listings on hiring boards, etc.

Still need help? Let us know.