22min

Add a new open job

Packages: Basic | Standard | Premium Roles: Owner | Tech owner | Org editor | Recruiting editor

You can add new jobs in ChartHop as direct reports, clone them from existing jobs, or create them as open jobs. Unlike when you perform headcount planning with a scenario, all jobs are created immediately. 

Add a direct report from the Org Chart

You can add a new direct report for a person or an open job directly from the Org Chart. Doing so creates a new open job that reports to the person or job you selected.

  • You can also add a new direct report from the Data Sheet. To do this, in the Actions menu (⋮) on the left side of the row for the person to add a direct report for, select Add direct report.
  • If you do not see a new job, it may be listed in the future. Double-check the Start Date and use the timeline slider at the top of the page to move the Org Chart to the appropriate date.
Adding a direct report from the Org Chart
Adding a direct report from the Org Chart

To add a new direct report:

  1. From the left sidebar, select Org Chart
  2. On the Org Chart, select the person or open job for whom you want to create a new direct report.
  3. In the Profile Summary, from the menu next to Edit job, select Add direct report.
  4. In the Create job dialog, add job information to the appropriate sections:
    1. Structure - General information including title, department, and location.
    2. Compensation - Compensation information including salary and bonus.
    3. Recruiting - Recruiting information including hiring status and target start date.
    4. Description - A general description about the role.
    5. Custom fields - Any custom data added by your organization. Learn more.
  5. Select Save to Primary. A new open job appears below the person or open role on the Org Chart.

Clone a job from the Org Chart

You can create a new job on the Org Chart by cloning an existing job. This is helpful when you don't need to make extensive changes to the job details.

You can also clone a job from the Data Sheet. To do this, in the Actions menu (⋮) on the left side of the row to clone, select Clone job

Cloning an open job from the org chart
Cloning an open job from the org chart

To clone an existing job:

  1. From the left sidebar, select Org Chart
  2. On the Org Chart, select the employee or open job to clone.
  3. In the Profile Summary, from the menu next to Edit job, select Clone Job
  4. In the Create Job dialog that appears, make any needed edits to the job details.
  5. Select Save to Primary. The new job is displayed on the Org Chart.

Create an open job from the Data Sheet

You can create a new open job directly from the Data Sheet as an alternative to cloning an existing job or adding a direct report.

Creating a new job from the Data Sheet
Creating a new job from the Data Sheet

To create an open job: 

  1. From the left sidebar, select Data Sheet
  2. On the Data Sheet, from the Edit job menu, select New Open Job
  3. In the Create job dialog that appears, add job information to the appropriate sections:
    • Structure - General information including title, department, and location.
    • Compensation - Compensation information including salary and bonus.
    • Recruiting - Recruiting information including hiring status and target start date.
    • Description - A general description about the role.
    • Custom fields - Any custom data added by your organization, if available. Learn more. 
  4. Select Save to primary to finish creating a new job.





Updated 28 Jul 2022
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