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.
- 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 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 |
Sensitive | Whether the job is a sensitive or confidential role:
| org |
Priority | The job’s priority, as follows:
| -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 |
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 | Standard | Premium
Roles: Owner | Org editor
