---
title: Add new people to ChartHop
slug: add-new-people-to-charthop
docTags:
createdAt: 2022-03-09T03:24:18.000Z
---
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](https://docs.charthop.com/importing-spreadsheet-data).
To add new people to your ChartHop organization, complete the following steps:
1. From the Settings menu (gear icon) in the left sidebar, select **Import Spreadsheet data**.
2. On the right side of the page, select **Add new people**.
3. Select **Download template**. A CSV template downloads to your computer.
4. Add your data to the CSV template, including any optional columns.
5. Save the template under a new name.
6. On the **Upload your spreadsheet** page, drag the template to the target area.
7. Ensure the **Allow spreadsheet to create new people and jobs **setting is selected. It is enabled by default.
8. (Optional) To create new [groups](https://docs.charthop.com/creating-and-managing-groups) in your ChartHop org, select **Allow spreadsheet to create new groups**. Note that this does not include [Job Codes](https://docs.charthop.com/job-codes), or [Bands](https://docs.charthop.com/compensation-bands), which must be created manually.
9. Select **Upload to org**.
10. 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.
11. Once all columns are matched, select **Continue with import** to finish importing data.
12. (Optional) When upload is complete, select **View Details** to see a summary.
:::hint{type="warning"}
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](https://docs.charthop.com/_kS5-money#pB63z). | `GBP` |
| Band | Name of the compensation band. Note that bands must be created first. [Learn more.](https://docs.charthop.com/using-the-compensation-bands-wizard) | `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` |
:::hint{type="info"}
**[Modules:](https://www.charthop.com/pricing/)** **HRIS |** **Engagement | Goals | Performance | ****Compensation Reviews |** **Headcount Planning**
:::
:::hint{type="info"}
[Roles](https://docs.charthop.com/user-roles-and-permissions): Owner | Org editor
:::