ChartHop for Administrators
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Managing people and jobs
Working with people

Add a new person to your org

packages basic | standard | premium https //docs charthop com/user roles and permissions roles owner | org editor | recruiting editor 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 if you aren't using integrations and want to add multiple people at once, you can upload a spreadsheet https //docs charthop com/add new people to charthop note that you can’t set a person’s start date before their job’s creation date if you need to do so, first change the job creation date https //docs charthop com/undo job changes to add a new person to your charthop organization manually from the left sidebar, select data sheet on the data sheet , from the edit job menu, select new open job 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 https //docs charthop com/working with custom fields select save to primary to finish creating a new job on the data sheet , in the row for the job you just created, select the actions menu (⋮) select new hire in the new hire dialog, enter all available information about the person note that only first name and last name are required, but charthop strongly recommends adding a work email or home email since email address is the primary identifier select save to finish adding a new person