ChartHop for Administrators
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Managing people and jobs
Working with people
Add a new person to your org
Although you usually add new people to your ChartHop organization through integrations, you can add a person manually if needed. To do this, you create an open job and then fill it with a new hire.Ā If you aren't using integrations and want to add multiple people at once, you can upload a spreadsheet. Learn more.
Note that you canāt set a personās start date before their jobās creation date. If you need to do so, first change the job creation date. Learn more.
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To add a new person to your ChartHop organization manually:Ā
- From the left sidebar, select Data Sheet.Ā
- On the Data Sheet, from the Edit job menu, select New Open Job.Ā
- 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.
- Select Save to primary to finish creating a new job.Ā
- On the Data Sheet, in the row for the job you just created, select the Actions menu (ā®).
- Select New hire.Ā
- In the New hire dialog, enter all available information about the person. Note that only First name and Last name are required,Ā but ChartHop strongly recommends adding a Work email or Home Email since email address is the primary identifier.Ā
- Select Save to finish adding a new person.
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Updated 19 Jan 2024
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