Calendar View
The Calendar view is a page to the main navigation of ChartHop that displays key employee dates like Anniversaries and Start Dates in a calendar format.
The calendar can be filtered to display events applicable to:
- Everyone
- My department
- My Teams
- My direct reports
- Me
On the home page, a preview of the calendar will display the current week and what events are happening during that this week.
Owners, Org Editors, and People Ops Admin roles can add additional calendars in “Core content” → Calendar
- 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 → 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.
Employees are able to opt our of their Birthday being shown on the Calendar. In their profile, they are able to click "Who can see this information?" and selecting "Personal."
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 |
Each calendar below respects field or job visibility. The default settings for these fields are below. Follow these steps if you’d like to change the visibility of these dates.
Calendar | Visibility |
|---|---|
Anniversary | Org Public |
Birthday | Org public |
Start Date | Org public |
End Date | Org public on announce date |
Toggling on “Holiday Calendars” in the Labs page will allow you to create holiday calendars in People Ops Tools → Calendars.
Once you create a calendar, you can add as many events as needed. Holiday calendars should span across years. Once a holiday calendar is created, it will be visible to 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.
HRIS customers can also make custom calendars to display dates their teams need. You can choose the “Custom” option in the type dropdown menu. Custom calendars are guided by the same share access you use in dashboards:
You can set an access level for individual people:
- Owner - access to view, edit, and share the dashboard
- Edit - access to view and edit the dashboard (cannot delete or clone)
- View - can only view the dashboard.
Or you can make the calendar visible to groups of employees:
- Private - the dashboard will only be shared with the named individuals above.
- Highly sensitive - the dashboard will only be shared with the named individuals above and Org members with highly sensitive access.
- Org public - the dashboard will be available to all Org members.
