Build Custom Profile Tabs
Using AI to Build Custom Profile Tabs
Profile tabs let you add structured, branded content directly to an employee's profile page. You can use them to surface role-specific resources, display custom data, or organize information that doesn't have a home anywhere else in ChartHop.
You don't need to write the code yourself. You just need to know what you want to show and give an AI the right instructions.
What Profile Tabs support
Profile tabs accept HTML with inline CSS. That means:
- Custom layouts (columns, cards, tables)
- Your brand colors and fonts
- Images and links
- Dynamic fields that pull in live employee data
No JavaScript. No external stylesheets. Everything needs to be self-contained in the HTML you paste in.
Common uses
- A "My Role" tab with responsibilities, level, or team context
- A resource tab with links scoped to a department or location
- A quick-reference tab for policies, contacts, or tools
- A custom display for fields you've added to your ChartHop instance
Before you start
Collect these inputs before you open an AI tool.
What to collect | Example |
|---|---|
Primary brand color | #6E37FF |
Secondary / accent color | #3C137C |
Background color | #FFFFFF or a light tint |
Font name | Inter, Lato, Arial |
Tab name | "My Resources," "Role Info," "Team Hub" |
What data to show | Title, manager, department, custom fields |
Links to include | Benefits portal, team wiki, org chart |
Dynamic fields you can use
ChartHop uses {{fieldCode}} syntax to pull in live data for the employee whose profile is being viewed.
Field | What it shows |
|---|---|
{{first.name}} | First name |
{{last.name}} | Last name |
{{title}} | Job title |
{{department.name}} | Department |
{{manager.name}} | Manager's name |
{{location.name}} | Work location |
{{startDate}} | Start date |
{{employment.type}} | Employment type |
If you've created custom fields in ChartHop, you can use those field codes here too. Find them in Settings > Fields.
The prompt to give your AI
Copy the template below, fill in your details, and paste it into Claude, ChatGPT, or any AI tool you use.
Tips for better results
Think about who's viewing the tab. Profile tabs can be seen by the employee, their manager, or teammates depending on your permissions setup. Write your prompt with the right audience in mind.
Name your custom fields clearly. If you're using a custom field code, tell the AI what it represents. For example: "{{cf_role_focus}} is a custom field called Role Focus — it contains a short description of the employee's main area of work."
Keep each tab focused. A tab with 12 sections is harder to navigate than two focused tabs. One purpose per tab.
Check field visibility. Make sure the fields you're pulling in are visible to the people viewing the tab, based on your ChartHop permissions settings.
Iterate fast. If the first output isn't right, paste it back into the AI and describe what to change. You don't have to start over.
Paste carefully. ChartHop's content area renders a mix of markdown and inline HTML. A few rules that matter:
- Use #### markdown headings for section titles instead of <h4> tags
- Use display: flex; flex-wrap: wrap for multi-column layouts — CSS grid isn't supported
- Don't leave blank lines inside HTML blocks — blank lines cause the renderer to break out of HTML mode and display raw code instead
Conditional logic
You can show or hide sections of a profile tab based on employee data. This is useful when a tab serves multiple roles or locations and certain content only applies to some employees.
ChartHop uses {% if %} / {% endIf %} blocks for this.
Tell your AI exactly what condition you need and what content should appear when it's true:
Adding it to ChartHop
- Go to Settings > Profile Tab Config
- Create a new tab or open an existing one
- Paste your HTML into the content area
- Preview on a real employee profile
- Set visibility permissions
- Save
The tab will appear on every employee profile where your settings apply.
