Add new people to ChartHop

﻿﻿Packages: Basic | Standard | Premium﻿
﻿
﻿Roles: Owner | Org editor
You can import a CSV or spreadsheet file to add people to ChartHop. Ensure that the data in your file conforms to ChartHop's formatting requirements. 
To add new people to your ChartHop organization, complete the following steps: 
From the Settings menu (gear icon) in the left sidebar, select Import Spreadsheet data.
On the right side of the page, select Add new people. 
Select Download template. A CSV template downloads to your computer.
Add your data to the CSV template, including any optional columns. 
Save the template under a new name.
On the Upload your spreadsheet page, drag the template to the target area.
Ensure the Allow spreadsheet to create new people and jobs setting is selected. It  is enabled by default. 
(Optional) To create new groups in your ChartHop org, select Allow spreadsheet to create new groups. Note that this does not include Job Codes, or Bands, which must be created manually.
Select Upload to org.
For any fields in your spreadsheet that weren’t automatically matched to a ChartHop field, select a ChartHop field to match to your spreadsheet column. You may need to scroll to see all unmatched fields, which are highlighted in red. 
Once all columns are matched, select Continue with import to finish importing data. 
(Optional) When upload is complete, select View Details to see a summary. 
When matching spreadsheet columns with ChartHop fields, select None of these to skip a column. Skipped columns are not imported.  
Required columnsThe following columns are required:
Column
Description
Example
Work Email
Employee's work email address; must be the first column.
joan.smith@charthop.com
First Name
Employee's first name. 
Joan
Last Name
Employee's last name. 
Smith
Job Title
Employee's job title. 
Senior Technical Writer
Start Date
Employee's start date. 
1/5/2022
Manager
Email address for the employee's manager.
karen.jones@charthop.com
Optional columnsThe following columns are optional:
Column
Description
Example
Pref Name
Any first name or nickname that is different from legal name.
Sunny
Pref Last
Any last name or nickname that is different from legal name.
Jones
Middle Name
Full legal middle name.
Trevor
Employee ID
Alphanumeric string representing the employee. 
1001
Base
Annual base income. 
$100,000
Hourly
Hourly base income.
$37.50
Hours Per Week
Number of hours worked per week. 
40
Variable
Annual bonus or on-target earnings (OTE).
$20,000
Variable Type
Type of variable compensation: bonus or commission.
bonus
Currency
Three-letter currency code, if non-USD, for the currency the job is paid in. Learn more.
GBP
Band
Name of the compensation band. Note that bands must be created first. Learn more. 
L3
Date of Birth
Employee's birth date. 
12/26/1986
Department
Department the person belongs to. 
Enterprise
Employment
Employment status, as follows:
full - Full time.﻿
part - Part time. 
temp - Temporary. 
intern - Intern.
contract - Contract. 
expat - Overseas job with special tax status. 
full
Ethnicity
Employee's ethnicity. 
Asian
Gender
Employee's gender.  
Male
Location
Employee's geographic location.
New York
Team
The team or teams the employee belongs to; separate multiple teams with semicolons. 
Engineering; Technology
Mobile Phone
Employee's mobile phone. 
7187778888
contact.homePhone
Employee's home phone. 
7187778888
contact.workPhone
Employee's work phone. 
7187778888
Street 1
Employee's street address.
222 Example St.
Street 2
Employee's apartment, if any. 
#4E
City
Employee's city. 
Brooklyn
State
Employee's state. 
NY
Postal Code
Employee's postal code. 
11209
Country
Employee's country. 
US
﻿

Updated 20 Mar 2023

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Column	Description	Example
Work Email	Employee's work email address; must be the first column.	joan.smith@charthop.com
First Name	Employee's first name.	Joan
Last Name	Employee's last name.	Smith
Job Title	Employee's job title.	Senior Technical Writer
Start Date	Employee's start date.	1/5/2022
Manager	Email address for the employee's manager.	karen.jones@charthop.com