9min

About org management

You can perform a wide range of people management tasks from the Org Chart and the Data Sheet, ranging from creating jobs to editing employee information. When you perform these actions in your primary org, changes go into effect immediately, so it’s important to understand everything you can do, as well as the impact of each task

You can perform tasks including: 

  • Adding new jobs in multiple ways
  • Backfilling jobs 
  • Editing individual or multiple jobs
  • Filling jobs with new hires or existing employees
  • Terminating people
  • Transferring or promoting people
  • Adding new people to your org

ChartHop Premium customers can use Scenarios, which enable you to plan org changes before pushing them live. If you are a Premium customer, make immediate org changes with the instructions in this section or use Scenarios to plan changes, such as with headcount planning. Learn more.

Working on the Org Chart or the Data Sheet

You can complete most tasks on either the Org Chart or the Data Sheet. Where relevant, instructions have been provided for both.  Work from the Org Chart when you want to view your organization as a hierarchy and from the Data Sheet when you want to see a large amount of data at once in a list view.

Announcing org changes

When you make org changes, they're announced to your ChartHop organization on the Home page, the Org Chart, and the Data Sheet.

As shown in the following table, you can customize when and how org change announcements appear. 

Org change

Shown on…

How to customize

Add an open job

Open Jobs on the Home page; Org Chart, Data Sheet

Set Effective date of change to the future. 

Backfill a job

Open Jobs on the Home page; Org Chart, Data Sheet

Set Sensitivity to Highly sensitive

Edit a job

Open Jobs on the Home page; Org Chart, Data Sheet

Set Effective date of change to the future. 

Fill a job

People moves on the Home page; Org Chart, Data Sheet

Set Announce date to the future. 

Terminate a person

People moves on the Home page; Org Chart, Data Sheet

Set Announce date to the future. 

Transfer a person

People moves on the Home page; Org Chart, Data Sheet

Set Announce date to the future. 

Exchange two jobs

People moves on the Home page; Org Chart, Data Sheet

Set Announce date to the future. 

Rehire a person

People moves on the Home page; Org Chart, Data Sheet

Set Start date to the future.

Add a new person

People moves on the Home page; Org Chart, Data Sheet

Set Announce date to the future. 



Updated 28 Jul 2022
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