website logo
Navigate through spaces
ChartHop documentation
⌘K
ChartHop Help Center
Getting around in ChartHop
ChartHop Video Library
Navigating ChartHop
Home page
Org Chart
Map
Data Sheet
Employee Profiles
Implementing ChartHop
ChartHop implementation overview
Creating your ChartHop org
Configuring your Org settings
Inviting users and setting permissions
User access and sensitive data
Creating and managing groups
Integrations and bundles
ChartHop for Administrators
Planning
Managing employee data
Creating reports and analytics
Managing people and jobs
Performance reviews
Building custom forms, tabs, and documents
ChartHop for Developers
ChartHop connect
Developer basics
Events
Syncing data to/from ChartHop
Partners
Sequoia getting started
Resources
Available ChartHop packages
ChartHop Standard Terms and Conditions
ChartHop Basic Agreement
Data Processing Addendum
Privacy policy
Security statement
Subprocessors
FAQ
Docs powered by archbee 
website logo

Add a new open job

Packages: Basic | Standard | Premium Roles: 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.

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.
  • You can also add a new direct report from the Data Sheet. To do this, in the row 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.

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.

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.

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

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 09 Mar 2023
Did this page help you?
Yes
No
UP NEXT
Create a backfill for a job
Docs powered by archbee