The org chart and your public profile

Reading the org chart

Open Org Chart. Three views are available:

• Tree View: the visual hierarchy. Use Zoom In, Zoom Out and Reset Zoom to move around a large company.
• My Team: people who report to you. If nobody does, it says so, and if you have no manager it says "You do not have a designated reporting manager."
• Directory: a searchable list. Use Search team member to filter by name, title or department.

Cards on the tree show a person, title and, where enabled, the number of direct reports. Selecting a person opens Member Details.

Editing member details

Choose Edit profile on a member (managers and administrators can edit others, and you can edit yourself). Fields include Job Title, Department, Location, Reports To (Manager) with an option for Top-level / No manager assigned, an About description and Skills & Expertise (comma-separated). You can change a manager here without opening the HR Suite.

Use Refresh to pull the latest members from the workspace directory. If the chart is empty, the page tells you to add colleagues in workspace admin.

Note: The Reports To value is shared with the HR Suite. Change it in either place and the other follows.

Publish a public chart

Companies often want a public page showing their team. Choose Publish & Privacy to open Publish & Public Privacy Settings.

1. Switch the chart to public. When on, anyone on the internet can view your organization chart and discover it in the public directory at orgs.pgbhub.com.
2. Under Public URL & Company Info, set the Public URL Slug, for example acme-corp. The page address becomes orgs.pgbhub.com/acme-corp. Only lower-case letters, numbers and dashes are allowed.
3. Fill in Company Name, Short Tagline, Industry, Website URL and other company details.
4. Choose what goes public under Customize What Goes Public:
   • Show Email Addresses (when off, emails are hidden).
   • Show Phone Numbers.
   • Show Direct Report Counts.
   • Show Employee Bios.
5. Use Exclude Specific Departments to keep a department off the public chart.
6. Choose Preview Public Chart to see exactly what visitors will see, then save.

Tip: Start with emails and phone numbers off. Turn on only what the company is comfortable showing the whole internet.

Discovering other organisations

The Discover Orgs link opens the public directory where published charts are listed.

Keeping it accurate

A quarterly review works well:

1. Open Directory and search for people with no manager.
2. Fix Reports To for new joiners.
3. Check the Preview Public Chart after any restructure.
4. Unpublish if the chart is out of date and not being maintained.