Workleap

Transform how your company connects with our dynamic org chart and employee directory

Pingboard

Everything you need to set up and launch your account.

Getting Started

Setup: Welcome to Pingboard!

Setup step 1: Add your data

Setup step 2: Activate add-ons

Setup step 3: Customize your account

Setup step 4: Finish your org chart

Step 1: Setup

Rollout step 1: Get your team excited about Workleap Pingboard

Rollout step 2: Finalize customizations

Rollout step 3: Launch Pingboard to your organization

Rollout step 4: Follow up

Step 2: Rollout

Pingboard migration FAQ

Pingboard Migration FAQ

Add profiles, edit data, and empower your office.

Directory & Profiles

Add core company information

Customize the information displayed on directory cards

Navigate your directory

Can we limit which employees can access the Workleap Pingboard directory?

Company Directory

Update your notification preferences

Adding name pronunciation to your profile

Create a Workleap Pingboard profile

View your connections

Rearrange information in profiles

Add or remove photos

What information is included in an employee profile?

Why can't I edit my profile?

Profiles

Search in Pingboard

Group people by shared data with search

How are searched results sorted?

Search

Create and edit teams

How to migrate your existing groups to teams

View and manage the teams matrix org chart

Use the Teams Matrix in Pingboard to organize your company’s employees into the cross-functional teams in which they work. 

Teams 

Add a group

Add logos or images to group cards

Add or remove employees from groups

Delete a group

Can I create sub-groups, or groups within groups?

Groups

Add a location

Add or remove employees from a location

Organize remote employees in Pingboard

Can I add an employee to more than one location?

Locations

Organize your chart and discover its superpowers.

Org Chart

Activate multiple roles on your org chart

Build and edit your org chart

Import your org chart

Add branches for extra leadership

Assign departments to managers

Add departments without leaders

Add placeholders and hiring roles

Change an employee's manager

Customize information on org chart cards

Color code fields on org chart cards

Reorder employees in a reporting group

Raise or lower the level of employee positions on the org chart

Add assistant roles

Add dotted line relationships

Add shared roles

Change the leader or head of your org chart

Change your chart's layout and orientation

Filter the org chart

Turn off the org chart

Live Org Chart

Create planning org charts

Export planning org chart data

Promote a planning chart to live

People Planning

Add collaborators to planning org charts

Collaborate with comments on planning charts

Download and print your org chart

Share your org chart with people outside of your Workleap Pingboard account

Display employee profiles in the shared org chart

Chart Sharing and Collaboration

Free org chart

Free Org Chart

Import company data, pull reports, and manage fields.

Import & Export

Add your organization's logo

Import employee photos

Use CSV imports to add, update, or delete employee data

Import data from Gusto

Include phone number extensions in CSV imports

Import data from TriNet

Mass delete employees

Import data from Zenefits

Fix UTF-8 CSV encoding errors

What is a CSV file?

Importing Data

What are custom fields?

Add, edit, hide, or remove custom fields

Choose the right custom field type for your data

Add instructions to custom fields to help employees add the right data

Use "encourage long answers" for lengthy text fields

Highlight freelancers, contractors, and consultants

Convert all phone numbers to international format

Why do I see blank custom fields on Employee profiles?

Custom Fields

Analytics

Export reports data from Workleap Pingboard

Edit custom reports

Export reports for status data

Include weekends in status reports

Org chart sharing methods

Embed your org chart on another site

Exporting Data

Enable Slack integration for Workleap Pingboard

Slack Integration for Pingboard

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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Tickets

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