Create and Edit your Org Chart

Pingboard draws information from profiles (name, photo, and job title) to build a beautiful, functional, and interactive Org Chart. Sometimes that information may still need to be organized according to your reporting structure, and Admins can add their organization’s structural information in a number of ways:

  • Reporting information for Org Charts can be batch-uploaded using a CSV. To get started, download our CSV template and follow the instructions. Be sure to pay attention to the “Manager’s Email” column in the template – that’s what Pingboard uses to import each person’s reporting data. You can always find the template and instructions by clicking on the Tools button in the Org Chart and selecting Import Reporting Data from the drop-down menu.
  • If your company uses Google Apps or Okta to store and sort employee information, either of these services can be synced to instantly import employee data and keep it up-to-date. Click here to get started with connecting Google Apps or Okta to your Pingboard account.
  • You can also organize your Org Chart manually from the Org Chart Page.
    • If there’s a red circle on the Tools button in the far right corner of the Org Chart, that means you have members of your organization who haven’t been organized yet. Click on the Tools button, then select Organize Missing Employees from the drop-down menu to enter the names of the persons that unorganized employees report to.
    • Hovering over user badges in the Org Chart will reveal two different options: an Edit button and a plus-sign icon.
    • Click on the Edit button to add or edit the person they report to
    • Click on the plus-sign icon on the bottom of a badge to add employees that report to that person
  • If they have permission, Employees can also edit the Reports To field of their profile to update who they report to.

Still need help? Let us know.

Was this article helpful?

0 out of 0 found this helpful