---
title: Add or update a hiring plan
slug: add-or-update-a-hiring-plan
createdAt: 2022-03-09T02:17:04.000Z
---
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:
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 or update hiring plan**.
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. (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.
8. Select **Upload to org**.
9. 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.
10. Once all columns are matched, select **Continue with import** to finish importing data.
11. (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** |
| ---------- | --------------------------------------------------- | -------------------------- |
| 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 - 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 |
:::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
:::