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

For organizations not yet migrated to the Workleap platform.

Legacy Pingboard

Legacy Pingboard: ADP Custom Mapping

Legacy Pingboard: What Does an ADP Integration Do?

Legacy Pingboard: Configure an ADP Integration for Pingboard

Legacy Pingboard: Select which employee profiles are synced from ADP

Legacy Pingboard: What does the Automatic Spreadsheet Import option do?

Legacy Pingboard: Set up Automatic Spreadsheet Imports Using an SFTP Server

Legacy Pingboard: View and Change Automatic Spreadsheet Import Settings

Legacy Pingboard: What does the Azure AD integration do?

Legacy Pingboard: Add Pingboard to your Enterprise Applications in Active Directory

Legacy Pingboard: Sync Employees and Data from Azure AD

Legacy Pingboard: What does the BambooHR integration do?

Legacy Pingboard: Set up BambooHR for Pingboard

Legacy Pingboard: What does the Ceridian Dayforce integration do?

Legacy Pingboard: Set up Ceridian Dayforce for Pingboard

Legacy Pingboard: Set Up a Custom SSO Solution

Legacy Pingboard: What does the Google Workspace integration do?

Legacy Pingboard: Set Up Google Workspace Sync

Legacy Pingboard: Select which employee profiles are Synced from Google Workspace

Legacy Pingboard: Sync Employee photos from Google Workspace to Pingboard

Legacy Pingboard: Privacy Permissions for Google Calendars in Profiles

Legacy Pingboard: Sync Pingboard Statuses to Google Calendar

Legacy Pingboard: Set Google Workspace to Overwrite Data in Pingboard

Legacy Pingboard: Enable API Access in Your Google Workspace Account

Legacy Pingboard: Sync Multiple Google Apps Domains

Legacy Pingboard: Why Can't I Sign In to Pingboard with Google (Error 400)?

Legacy Pingboard: What does the Justworks integration do?

Legacy Pingboard: Set up Justworks for Pingboard

Legacy Pingboard: What Does the Microsoft Add-On Do?

Legacy Pingboard: Set Up and Configure the Microsoft Add-On

Legacy Pingboard: Select which employees are synced from Microsoft

Legacy Pingboard: Using the Teams Integration in Pingboard

Legacy Pingboard: Enabling the Teams Integration in Pingboard

Legacy Pingboard: What does the Namely integration do?

Legacy Pingboard: Set up the Namely Sync

Legacy Pingboard: What does the Okta integration do?

Legacy Pingboard: Enable Single Sign-on Through Okta

Legacy Pingboard: Why Isn't the Okta Sync Building my Org Chart?

Legacy Pingboard: What does the Paylocity integration do?

Legacy Pingboard: Set up Paylocity for Pingboard

Legacy Pingboard: What does the Sage HR Integration do?

Legacy Pingboard: Set Up Sage HR for Pingboard

Legacy Pingboard: Enable Slack Integration

Legacy Pingboard: What does the integration for Slack do?

Legacy Pingboard: What does the UKG Pro Integration do?

Legacy Pingboard: Set Up UKG Pro for Pingboard

Legacy Pingboard: What does the Workday Integration do?

Legacy Pingboard: Set Up Workday for Pingboard

Legacy Pingboard: Automatically Invite Synced Google Workspace Users to Pingboard

Legacy Pingboard: Disable Google Calendars from Being Displayed in Profiles

Legacy Pingboard: Set Up Single Sign-on for Microsoft Azure

Legacy Pingboard: Integrations

Legacy Pingboard: Enable Email Lists

Legacy Pingboard: Search and Filter Statuses

Legacy Pingboard: Edit a Status

Legacy Pingboard: Deny a Status Update

Legacy Pingboard: Delete Past Statuses

Legacy Pingboard: How are Status Timestamps Totaled?

Legacy Pingboard: Contact Syncing - Individuals and Groups

Legacy Pingboard: Change an Employee's Access Level

Legacy Pingboard: Change the Admin in a Single-Admin Account

Legacy Pingboard: Resend Invites

Legacy Pingboard: Delete Employees

Legacy Pingboard: Hide or lock sensitive information in Pingboard

Legacy Pingboard: Set View and Edit Permissions for Custom Fields

Legacy Pingboard: Hide Custom Fields from Search Results

Legacy Pingboard: Customize Location Permissions

Legacy Pingboard: Customize Group Permissions

Legacy Pingboard: Turn Off Employee Editing for Profile Photos

Legacy Pingboard: Customize the Invite Email

Legacy Pingboard: Turn Off Default Notifications for New Employees

Legacy Pingboard: Who gets Status Notifications?

Legacy Pingboard: Change Company Name or URL

Legacy Pingboard: Set your Company Time Zone and Date Format

Legacy Pingboard: Cancel your Pingboard account

Legacy Pingboard: Download Receipts and Invoices

Legacy Pingboard: Reset your password

Legacy Pingboard: Account management

Find answers and get help from Intercom Support and Community Experts

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