Add new people to ChartHop

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 no te th at 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 columns the 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 columns the 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 packages basic basic | | headcount planning headcount planning | compensation reviews compensation reviews | performance performance | engagement engagement | hris roles owner | org editor