The Organization Table provides a structured, table-based view of your organization, making it easy to find employees, manage connect frequency, and update groups in bulk. This view complements the org chart by allowing faster sorting, filtering, and multi-employee actions.
Accessing the Organization Table
Navigate to the Organization page from the left-hand menu.
Select the Table button to switch from the org chart view to the table view.
What Information the Organization Table Shows
Review key employee details at a glance across these columns:
Name
Title
Frequency with you
Groups
What You Can Do in the Organization Table
Click on any employee name to open their employee profile.
Use the search bar to quickly find employees in your organization.
Sort employees by Name or Title. Frequency and Groups are available as filter options rather than sort options.
Select multiple employees at once to make bulk updates. Available bulk actions include Add to group (n), Frequency (n), and, for admins, Archive (n), where n is the number of selected employees. Use Select all matching results to include employees across all pages, not just the current one.
Changing Connect Frequency for Multiple Employees
Select the checkbox next to each employee you want to update.
Click the Frequency (n) button at the top of the table; this opens the Set frequency modal.
Choose the new connect frequency you want to apply to the selected employees.
Select Set frequency to update all selected employees.
Adding Multiple Employees to a Group
Select the checkbox next to each employee you want to update.
Click the Add to group (n) button at the top of the table
Select one or more groups to add the employees to.
Confirm your selection to apply the changes.
