10min

Add new people

ÔĽŅRoles: User |¬†Owner¬†|¬†Technical¬†Owner¬†|¬†Primary¬†Editor¬†|¬†Recruiting¬†Editor

Use the importer to add employees to ChartHop. You should use a CSV file whenever possible, however you can use the Excel spreadsheet file format (.XLSX) if needed.

Like any other data import, you can upload a CSV or spreadsheet from the Import CSV Data page. Access to the importer is only granted to certain user roles. See User roles and permissions to learn more.

If you are setting up your ChartHop organization for the first time, we recommend setting up a ChartHop synchronization app for your payroll provider so that your information always stays up to date with what is in your existing system of record. Learn more.ÔĽŅ

You can import data into any field within ChartHop. When importing data to a custom field within ChartHop, be sure you have already created the custom field.

  1. Open the Import CSV Data page.
  2. Select browse or drag your file onto the designated location.
  3. Select Upload to org.

Required columns for adding new people

The first column in your CSV or spreadsheet should always be the work email. Your file must contain the following columns at a minimum:

  • Work email
  • First name
  • Last name
  • Job title
  • Start date
  • Manager

Before importing, ensure that your CSV or spreadsheet looks like the example below. Ensure that the data in your file conforms to ChartHop's formatting requirements. See Importing spreadsheet data for more information.

Work email

First name

Last name

Job title

Start date

Manager

tom@example.com

Tom

Evans

Senior Engineer

10/10/2021

sarah@example.com

sarah@example.com

Sarah

Michaels

Engineering Manager

09/09/2020

lee@example.com

lee@example.com

Lee

Daniels

Director of Engineering

08/08/2019

mary@example.com

Suggested columns for new employees

The following columns are optional, but should be included if possible. You can include as many additional fields as you need. Be sure not to leave any column blank.

Middle name

Preferred name

Gender

Ethnicity

Base comp

Hourly comp

Variable comp

Currency

Location

Country

Street address 1

City

State

Postal

Department

Blaise

Tommy

M

White

100000

0

10000

EUR

London

UK

10 Talma Rd

London

ÔĽŅ

SW2 1AS

Engineering

Rose

Sarah

F

Asian

10000

70

0

USD

New York

US

3 World Trade Center

New York

New York

10007

Marketing

Michael

Lee

M

Black

80000

0

30000

ILS

Tel Aviv

Israel

1 Eliezer Ben-Yehuda St

Tel Aviv

Holon

ÔĽŅ

Customer Success

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