Getting around in ChartHop
Calendar
the calendar view is a page on the main navigation of charthop that displays key employee dates like anniversaries,start dates and time off in a calendar format the calendar can be filtered to display events applicable to everyone my department my teams my direct reports me custom "this week" calendar preview on home page on the home page, a preview of the calendar will display the current week and what events are happening during that week you can configure this view in home content https //docs charthop com/customizing home page content calendar configuration built in calendars adding or removing calendars for employee visibility to add or remove a built in calendar for employee visibility can be done by users with owner, org editor, or people ops admin access from the left sidebar, select calendars check the box of the calendar you want to edit, and update the status to “ active ” or “ inactive ” to add or remove other calendars for employee visibility can be done by users with owner, org editor, or people ops admin access select the calendar name click “edit calendar” on the top right of the page update the status to “ active ” or “ inactive ” where the dates come from for each calendar start date https //docs charthop com/start date and end date https //docs charthop com/end date at org → these are date fields that are entered within charthop anniversary https //docs charthop com/anniversary → this is a calculated field in charthop birthday https //docs charthop com/nextanniversary → this is a calculated field containing the month and day from birth date https //docs charthop com/birth date employees can modify visibility for this field themselves more information here https //docs charthop com/control what people see on your profile tasks https //docs charthop com/managing tasks → if a task is assigned with a deadline, the due date is displayed performance reviews and engagement surveys when you create a performance review or engagement survey, you can choose whether you want the dates to display on the calendar compensation reviews https //docs charthop com/set up key dates → when a compensation review is launched, the “review starts” and “final approval due” dates will display on the calendar once the review is closed, those dates will continue to display historically in the calendar calendar visibility survey and task dates calendar visibility performance reviews org public engagement surveys dates org public comp reviews visible to participants in cycle tasks visible to person assigned to task employee dates each calendar below respects field or job visibility the default settings for these fields are below follow these steps https //docs charthop com/xyrl fields if you’d like to change the visibility of these dates calendar visibility anniversary org public birthday org public start date org public once the job exists and announced end date org public on announce date https //docs charthop com/terminate a person holiday calendars to create a holiday calendar can be done by users with owner, org editor, or people ops admin access from the left sidebar, select calendars click “create calendar” button on the top right corner of the page configure your calendar see the configuration table below for descriptions once you create a calendar, you can add as many events as needed once a holiday calendar is created and made "active", it will be visible to all employees a holiday calendar is by default org public holiday calendars can be referenced by a time off policy if a holiday calendar is attached to an active time off policy, it can not be deleted recommended setup for holiday calendars most organizations create a holiday calendar for each country (ie 🇺🇸us holidays, 🇬🇧uk holidays) holiday calendars should span across years (ie you should use the same “🇺🇸us holidays” calendar for holidays in 2025, 2026 and beyond ) packages basic basic | | hris hris | | headcount planning | headcount planning | compensation reviews | compensation reviews | performance | performance | engagement engagement using holiday calendars with time off any "holiday type" calendar can be used in a time off policy create a holiday calendar navigate to people ops tools select "time off policies" click "create policy" in the top corner your holiday calendars will display in the dropdown menu custom calendars customers using charthop’s hris module can also make custom calendars to display dates their teams need custom calendars are guided by the same share access https //docs charthop com/sharing a dashboard to create a custom calendar can be done by users with owner, org editor, or people ops admin access from the left sidebar, select calendars click “create calendar” button on the top right corner of the page configure your calendar see the configuration table below for descriptions