Automatic invitations

p ackages basic basic | | headcount planning headcount planning | | compensation reviews compensation reviews | | performance performance | | engagement engagement roles owner you can configure charthop to send invites to new employees automatically when you add them to charthop and remove them when they depart automatic invitations to configure automatic invitations f rom the left sidebar, select access from the sub menu, select settings scroll to the automatically invite users section from the general automatic invitations page you can set whether to automatically invite new employees and revoke their access upon their departure or not default role assignments to new users invited to your organization in the advanced options you can set when invitations will be sent a revoked by default, they are sent and revoked daily or if an employee is terminated on the same day then their are revoked as soon as they are terminated if you unckeck send invitations and revoke access once daily (recommended) then you will need to send and remove access manually if you unckeck revoke access when the employee departs then invitations will be automatic, but you will need to send and remove access manually if you unckeck immediately revoke access when employee departs then if an employee is terminated on the same day then they will be removed the next day rather than immediately employee's access rights to be revoked automatically upon their departure from the organization the list of specified users who will be notified when a user has been invited to, or has had their access revoked from, your organization a base or carrot filter may be applied to limit the employee list learn more for example only send invitations to full time employees using employment\ full in the upper right of the page, select save settings when you're done