Add or update a hiring plan

you can import a csv or spreadsheet file to make changes to open roles ensure that the data in your file conforms to charthop's formatting requirements to upload a hiring plan to charthop, 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 or update hiring plan 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 (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 job title the job title customer service manager start date the job's start date in m/d/yyyy format 6/1/2022 manager the email address for the job’s direct manager example\@charthop com date effective date of job creation, in m/d/yyyy format 5/1/2022 optional c olu mns the following columns are optional column description example location the job’s geographic locations; separate multiple locations with semicolons los angeles department the job's department enterprise recruit recruitment status, as follows active job is being recruited passive inbound candidates are being reviewed, but no active search is in progress inactive job is not being recruited offer offer has been made, but not yet accepted pending hire has been made active sensitive whether the job is a sensitive or confidential role org can view information that is public to the org sensitive can view information only available to managers in the job’s reporting line high can view all highly sensitive information org priority the job’s priority, as follows 2 lowest priority 1 low priority 0 medium priority 1 high priority 2 highest priority 1 team the team or teams the job will belong to; separate multiple teams with semicolons engineering recruiter the email address of the recruiter responsible for the job example\@charthop com employment status the job’s employment status, as follows full full time job part part time job temp temporary job intern intern contract contract job expat overseas job with special tax status full base the job’s annual base income $130,000 variable the job’s annual bonus or on target earnings (ote) $25,000 variabletype the type of variable compensation for the job bonus or commission bonus hourly comp the job’s compensation if paid hourly $50 00 currency three letter currency code, if non usd, for the currency the job will be paid in gbp band name of the compensation band the job belongs to l3 planned grant target stock compensation planned but not yet issued $30,000 placement where to place a job on the org chart either normally or immediately below and beside the manager normal jobdescription job description while formatting is not maintained during csv upload, you can edit descriptions in charthop long form text indirect email address for the job’s dotted line manager example\@charthop com lever req id identifying number for the open job in the lever applicant tracking system 81c64d2a 0c80 479d greenhouse job id identifying number for the open job in the greenhouse applicant tracking system 4656564003/538709703 jobvite req id identifying number for the open job in the jobvite applicant tracking system 44415553003124643 packages basic basic | | headcount planning headcount planning | compensation reviews compensation reviews | performance performance | engagement engagement | hris roles owner | org editor