Ask ChartHop

ask charthop ask charthop is your ai powered assistant built right into the platform it knows your org, understands charthop, and can use what you already have to create what you actually want — whether that's a dashboard, an automated action, an answer about your headcount, or a step by step walkthrough of a new feature think of it as your always on guide to the platform great for getting quick answers, building things on the fly, and learning as you go most customers find themselves reaching for it constantly — for data questions, for help configuring a new workflow, for figuring out how something works without having to dig through docs your charthop cx team (your csm, implementation specialist, or support) is always here for the bigger conversations, but ask charthop is there for everything in between how to access ask charthop ask charthop lives in the chat dock inside the charthop web app you can also access it on mobile — including via voice mode, if you prefer to ask your questions out loud note ask charthop is currently in beta and must be enabled by your org's charthop admin if you don't see it yet, reach out to your admin or your charthop cx team what to know before you start a few things worth understanding upfront it only sees what you can see ask charthop respects your existing permissions if a field is sensitive and hidden from your role, ask charthop won't surface it in its responses either there's no backdoor your data stays yours charthop does not use your organization's data to train the underlying ai model what happens in your org stays in your org it shows its work ask charthop will often show you the steps it's taking to answer your question, including which tools it used and how it interpreted your request you can use this to verify its reasoning before acting on a response write actions need your approval when ask charthop proposes a change — like adding a position to a scenario or building a new chart — it will ask you to approve before anything is saved or modified nothing happens in the background without you it's smart, but not perfect always review ai generated outputs before publishing or sharing them, especially for compensation data, performance results, or anything going to leadership how to write a good prompt you don't need to learn a special syntax — ask charthop understands plain language that said, a little context goes a long way be specific about what you want instead of "show me headcount," try "how many employees are in the engineering department right now, broken down by level?" mention the module or feature if you know it if you're trying to build something in performance reviews vs headcount planning, say so — it helps ask charthop give you the right instructions describe your situation if you're setting something up for the first time or have a specific constraint (like "we have employees in multiple countries"), include that detail follow up ask charthop is conversational if the first answer isn't quite right, follow up with a clarifying question instead of starting over ✨ what ask charthop can build for you in addition to answering questions, ask charthop can actually build things on your behalf — dashboards, charts, automated actions, and more when you see the ✨ ask charthop can build this for you callout below, it means you can paste the prompt directly into ask charthop and it will walk you through the build, step by step you'll review and approve before anything is saved use cases by module hris set up an offboarding action when to use this you want automated tasks (like a checklist or manager notification) to trigger whenever someone is marked as departing "i want to set up an automated offboarding action in charthop it should trigger when someone is marked as departing and send a checklist of tasks to hr walk me through how to build this step by step " good follow ups to try "can the action also notify the departing person's manager?" "how do i add a form submission step to the action?" "can i trigger different actions based on voluntary vs involuntary departure?" ✨ ask charthop can build this for you — paste the prompt above and ask charthop will guide you through building the action once it's built, you'll want to test the trigger manually to confirm it fires correctly set up a preboarding experience when to use this you want new hires to complete tasks (like signing offer letters or filling out their profile) before their start date "we want new hires to complete a set of tasks before their start date — things like signing offer letters, filling out their profile, and acknowledging our handbook how do i set up a preboarding experience in charthop?" good follow ups to try "can i assign different preboarding tasks based on department?" "how do i make sure the new hire gets a notification?" "can i include a document signature step?" note the preboarding portal is currently in alpha check with your charthop cx team to confirm it's available for your org before building configure a pto policy when to use this you need to set up pto in charthop so employees can submit and track time off "i need to set up our pto policy in charthop we have unlimited pto for full time employees and a separate sick leave policy how do i configure this so employees can submit and track time off?" good follow ups to try "how does a manager approve a pto request?" "can i set up different policies for different countries?" "how do employees see their upcoming and past time off?" build a resources page when to use this you want a central place where employees can find your company handbook, pto policy, benefits info, and other reference materials "i want to create a resources page in charthop where employees can find our company handbook, pto policy, and benefits information how do i build and publish a resource page?" good follow ups to try "can i restrict certain resource pages to specific departments or roles?" "can i embed links or attachments in a resource page?" "how does an employee navigate to resource pages?" ✨ ask charthop can build this for you — ask charthop can walk you through creating and publishing the page note that resource pages are read only for employees — they can view content but can't interact with it directly create a custom profile tab when to use this you want to display specific information on employee profiles — like onboarding status, custom data, or performance history — and control who can see it "we want to create a custom profile tab in charthop that shows each employee's onboarding checklist status and key personal details how do i configure a custom profile tab and control who can see it?" good follow ups to try "can a profile tab show data from a form submission?" "how do i control which fields appear on the tab?" "can managers see a different tab than employees?" ✨ ask charthop can build this for you — ask charthop can guide you through the tab configuration profile tab visibility is controlled by field level sensitivity settings, so review those before going live map custom fields from an integration (e g , hibob) when to use this you're syncing an hris like hibob into charthop and need to map fields between the two systems "we're syncing hibob into charthop and have custom fields in hibob that need to map to custom fields in charthop walk me through how custom field mapping works in an integration sync, and what i need to configure on the charthop side " good follow ups to try "what happens if a field exists in hibob but not yet in charthop?" "how do i review sync errors after the first run?" "can i map a hibob field to a charthop enum field?" note field mapping must be completed directly in the integration settings by a charthop admin ask charthop will guide you through the steps, but it can't execute the configuration for you performance reviews plan your performance cycle when to use this you're setting up your first (or next) performance review cycle and want to think through the structure before you build "we're planning our first performance review cycle in charthop we want self reviews, manager reviews, and a calibration step we have about 80 employees across 4 departments help me think through what we need to configure before we build " good follow ups to try "how long does a typical build take?" "should we use one assessment or multiple?" "how do we handle employees who are on leave during the review window?" build your review forms when to use this you're ready to create the actual self review and manager review forms for your cycle "i want to build a self review form and a manager review form for our performance cycle the self review should ask employees to rate themselves on impact, collaboration, and values the manager form should include the same ratings plus a compensation recommendation field walk me through building these forms in charthop " good follow ups to try "how do i add a rating scale question?" "can i make certain questions visible only to managers?" "how do i link the self review and manager review so the manager can see the employee's answers while completing theirs?" ask charthop will walk you through building your review forms question by question if you're using complex conditional logic (show/hide based on answers), test thoroughly before launching to employees set up calibration groups when to use this you want to run a calibration session after manager reviews close, organized by department or team "we want to run a calibration session after manager reviews are complete calibration should happen by department, with department heads as facilitators how do i set up calibration groups in charthop?" good follow ups to try "can one person be in multiple calibration groups?" "how do i lock manager review scores before calibration starts?" "can i export calibration results?" note calibration group membership needs to be configured before the assessment launches making changes mid cycle can cause data inconsistencies, so set this up early display performance results on employee profiles when to use this your review cycle is complete and you want managers (or employees) to be able to see final ratings on the employee profile page "after our performance review is complete, we want managers to be able to see each employee's final rating, manager comments, and calibrated score on their profile page how do i set up a profile tab to display performance review results?" good follow ups to try "can i control which roles can see the performance tab?" "how do i show data from the most recent cycle only?" "can employees see their own rating on their profile?" note profile tabs pull from fields, not raw form responses performance data needs to be written to fields (via assessment merge) before it will show up on a profile tab build a performance analytics dashboard when to use this your cycle has closed and you want to report on completion rates and ratings distribution "our performance review cycle just closed i want to build a dashboard that shows (1) form completion rates by department, and (2) the distribution of performance ratings across the company help me build this in charthop " good follow ups to try "how do i filter the dashboard to just one department?" "can i compare ratings distribution between this cycle and last cycle?" "how do i export this data for our board presentation?" ✨ ask charthop can build this for you — ask charthop can generate the charts and help you assemble the dashboard completion rate data requires that due dates were set on the assessment — if they weren't, completion tracking may be incomplete headcount planning set up an approval chain when to use this you want headcount requests in your planning scenario to go through a defined approval process before they're finalized "we want every new headcount request in our planning scenario to go through an approval process first the hiring manager, then the department head, then finance how do i set up a multi step approval chain in charthop?" good follow ups to try "can approval rules be different by department?" "what happens if an approver is out of office?" "can i set conditional approvals — for example, only require finance approval if the role is above a certain salary?" note approval chains are configured at the scenario level make sure your scenario is set up before configuring approvals learn the headcount planning workflow when to use this you're new to headcount planning in charthop and want to understand the end to end process "i'm new to headcount planning in charthop can you walk me through the correct end to end workflow? specifically how do i create a planning scenario, add or remove positions, submit for approval, and then merge approved changes back to the live org chart?" good follow ups to try "what's the difference between a scenario and the live org?" "can multiple people edit the same scenario at once?" "how do i see what changes were made in a scenario before approving?" note merging a scenario back to the live org requires specific permissions make sure the right admin and approver roles are configured before training your team on this step understand your ats integration when to use this you're connecting an ats (like greenhouse or lever) with charthop and want to understand how the sync works "we're integrating our ats with charthop for headcount planning walk me through how the ats sync works — specifically how open jobs in charthop push to the ats, and how hired candidates flow back into charthop " good follow ups to try "what data fields sync between charthop and the ats?" "how do i handle a job that exists in the ats but not in charthop?" "what triggers a candidate to become a person record in charthop?" note ats integration behavior varies by provider refer to the integration specific guide in addition to what ask charthop tells you, especially for edge cases like duplicate candidates or partial syncs engagement surveys build and launch an engagement survey when to use this you're setting up your first (or next) employee engagement survey and want to get it configured and out the door "i want to create an employee engagement survey in charthop with about 15 questions covering topics like manager effectiveness, team culture, and career development the survey should be anonymous walk me through how to build and launch this " good follow ups to try "how do i set up anonymity so individual responses can't be traced?" "can i use a likert scale for the questions?" "how do i control who receives the survey?" ✨ ask charthop can build this for you — ask charthop can walk you through survey creation end to end before launching, confirm your anonymity threshold settings are appropriate for your org size (see below) configure survey anonymity when to use this you want your survey to be anonymous, but you also need to slice results by group (department, tenure, etc ) without exposing individual responses "we want our engagement survey to be anonymous, but we also want to be able to slice results by department and tenure how does charthop handle anonymity in surveys? what settings do i need to configure to protect individual responses while still seeing group level insights?" good follow ups to try "what's the minimum group size threshold for anonymous results?" "can i make some questions anonymous and others not?" "how do i prevent a manager from identifying a specific employee's response?" note charthop's anonymity model works by suppressing group level results when a group falls below a minimum respondent threshold if a department is small, results for that group won't be shown at all — even if responses came in set your thresholds carefully before launch build an engagement results dashboard when to use this your survey has closed and you want to analyze response rates, average scores, and breakdowns by team or tenure "our engagement survey just closed i want to build a dashboard that shows overall response rates, average scores by question, and a breakdown of results by department and tenure group help me build this dashboard in charthop " good follow ups to try "how do i filter the dashboard for just one department?" "can i compare this survey cycle to our previous one?" "how do i share this dashboard with our leadership team?" ✨ ask charthop can build this for you — ask charthop can generate the charts and walk you through assembling the dashboard historical comparison requires a previous survey to have been run in charthop — if this is your first cycle, trend data won't be available yet goals configure your goal types when to use this you're setting up your goals framework in charthop (okrs, company objectives, individual goals, etc ) for the first time "i want to set up our goals framework in charthop using okrs we'll have company level objectives, department level key results, and individual goals how do i configure goal types in charthop to support this structure?" good follow ups to try "can a goal have multiple owners?" "how do i cascade a company goal down to individual goals?" "can goal types have different visibility settings?" note goal type configuration requires admin access ask charthop will walk you through the setup, but your charthop admin will need to execute the configuration directly set goal visibility and ownership when to use this you want to control who can see which goals — for example, company goals visible to all, individual goals visible only to the employee and their manager "we want company goals to be visible to everyone, department goals to be visible to that department only, and individual goals to be private between the employee and their manager how do i configure goal visibility and ownership in charthop?" good follow ups to try "can an employee see their manager's goals?" "how do i assign a goal to a department rather than a person?" "can i change a goal's visibility after it's been created?" note goal sensitivity is set at the time of creation bulk updating sensitivity on existing goals is not currently supported, so set this up correctly before employees start creating goals create and track goals as an employee when to use this you're an employee submitting goals for the first time and want to know how to get started, add milestones, and update your progress "i'm an employee at a company that uses charthop i need to submit my quarterly goals for the first time can you walk me through how to create a goal, add key results or milestones, and update my progress throughout the quarter?" good follow ups to try "how do i link my goal to my team's or company's goal?" "how do i mark a milestone as complete?" "how does my manager see my goal progress?" note if goals aren't showing up for you as an employee, it may be a permissions issue reach out to your charthop admin to confirm your role has the right access recruiting understand the open job workflow when to use this your company uses charthop as the source of truth for open jobs, and you want to understand the recruiter's end to end workflow — from approval to posting "our company uses charthop as the source of truth for open jobs, which then push into our ats walk me through the correct workflow a recruiter should follow — from when a new headcount request is approved in charthop, to when the job is live in the ats and candidates are being reviewed " good follow ups to try "what fields on the job in charthop map to job fields in our ats?" "how does a recruiter get notified when a new job is approved and ready to post?" "what happens if someone edits the job in the ats — does it sync back to charthop?" note the sync between charthop and your ats is directional — charthop pushes to the ats, not the other way around edits made directly in the ats may not sync back make sure your recruiting team knows where the source of truth lives configure required fields on open jobs when to use this you want to make sure open jobs in charthop have all the information a recruiter needs (job description, hiring manager, target start date, etc ) before they push to your ats "we want to make sure open jobs in charthop have all the fields a recruiter needs before the job pushes to our ats — things like job description, recruiter owner, target start date, and hiring manager how do i configure required fields on open jobs and make sure they're filled in before a job can be published?" good follow ups to try "can i make certain fields required before a job moves to 'active' recruiting status?" "how does a recruiter update the recruiting status on a job?" "can i report on which open jobs are missing required fields?" note required field validation on open jobs has some constraints test this flow in a scenario before rolling it out to your full recruiting team understand how a hired candidate becomes an employee record when to use this you want to understand what happens in charthop when a candidate is marked as hired in your ats — what syncs automatically and what needs to be completed manually "when a candidate is marked as hired in our ats, how does that person get created as an employee record in charthop? walk me through the full data flow — what triggers the sync, what data comes over, and what needs to be manually completed on the charthop side after the hire " good follow ups to try "what fields from the ats automatically populate the person record in charthop?" "how do i set up a welcome email or preboarding action to trigger on hire?" "what happens if the same person applies twice — how does charthop handle duplicate detection?" note hired candidate sync behavior varies depending on your ats refer to the integration specific documentation for your provider to understand exactly what comes over and what doesn't a few things ask charthop can't do (yet) ask charthop is powerful, but it has some current limitations worth knowing about it can't update goal progress (only goal descriptions) — marking a milestone complete requires a manual update in the ui it can't read uploaded files, pdfs, or images — if you paste in a document, it won't be able to process it it can't modify approval chains or permission settings directly — those require admin action it can't make changes to your live org autonomously — all write actions require your explicit approval first if you run into something ask charthop can't answer or gets wrong, your charthop cx team is always here to help