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. 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 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. 
[email protected]
Date
Effective date of job creation, in m/d/yyyy format.
5/1/2022
Optional columns
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. 
[email protected]
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.
[email protected]
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
﻿
﻿
﻿Roles: Owner | Org editor
﻿

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.	[email protected]
Date	Effective date of job creation, in m/d/yyyy format.	5/1/2022

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.	[email protected]
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.	[email protected]
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

Updated 04 Oct 2023

Did this page help you?

Add or update equity data

Create a spreadsheet template