ChartHop Application Sitemap
Use this page as a quick-reference guide to navigate ChartHop. Every major area of the application is listed below, organized by section.
🏠 Home
Page | URL | Description |
|---|---|---|
Home | /home | Your personal dashboard — tasks, announcements, and quick links |
👤 My Profile / Profile
Profile URLs follow the pattern: /person/[personId]/[name-slug]/[tab]
The tab at the end of the URL determines which subpage is shown. Replace [personId] with the person's ID and [name-slug] with their name in lowercase-hyphenated form (e.g. jane-smith).
Profile Subpages
The tabs available on a profile depend on which modules are enabled and what your admin has configured under Profile Content.
Tab | URL | Description | Requires |
|---|---|---|---|
About | .../about | Main profile view — fields, contact info, and org details | Always shown |
Shoutouts | .../shoutouts | Shoutouts given to and received by this person | Configured in Profile Content |
1:1s | .../1:1s | One-on-one notes and history with this person | Configured in Profile Content |
Goals | .../goals | Goals and OKRs for this person | Goals module |
Tasks | .../tasks | Tasks assigned to or about this person | Always shown |
Personal History | .../personal-history | Audit log of changes to personal (person-level) fields | Always shown |
Job History | .../job-history | Audit log of changes to job-level fields | Always shown |
Form Response History | .../form-response-history | All form submissions about this person | Configured in Profile Content |
Compensation | .../compensation | Compensation history and current pay details | Sensitive data access required |
Equity | .../equity | Equity grant details and vesting schedule | Equity module + sensitive data access |
Time Off | .../time-off | Time off balances, history, and upcoming leave | Time Off module |
Files | .../files | Files attached to this person's profile | Always shown |
Custom pages | .../[custom-slug] | Admins can add additional custom tabs to the profile — for example, to surface specific form responses or other content relevant to your org | Configured in Profile Content |
Performance Subpages
Performance-related tabs are added dynamically based on your active Performance assessments and Profile Content configuration. Their URL slugs are derived from the tab label — for example, a tab labeled "Performance Review" becomes .../performance-review.
Common performance tab examples:
Tab Label | URL |
|---|---|
Performance Review | .../performance-review |
Self Review | .../self-review |
360 Feedback | .../360-feedback |
Values | .../values |
Calibration | .../calibration |
User Settings
Page | URL | Description |
|---|---|---|
My User Settings | /user-settings | Update your photo, password, notification preferences, and display settings |
🏢 Org Exploration
Page | URL | Description |
|---|---|---|
Org Chart | /org | Visual hierarchy of your organization |
Data Sheet | /data | Tabular spreadsheet view of all people and job data |
Map | /map | Geographic view of your workforce |
Dashboards | /reports | Charts and visualizations of org data |
Goals | /goals | View and manage OKRs and goals |
Resources | /resources | Internal resource library (HRIS module) |
📋 People Ops Tools
Accessed from the left sidebar under People Ops Tools.
Page | URL | Description |
|---|---|---|
Automated Actions | /actions | Create and manage automated workflows triggered by org events |
Custom Calendars | /custom-calendars | Manage custom org calendars (e.g. company holidays) |
Files | /files | Upload and manage files attached to people and jobs |
Forms | /forms | Build and manage forms for collecting information from employees |
New Hire Management | /new-hire-management | Track and manage onboarding checklists for new hires |
Letter Templates | /templates | Create and manage offer letters and other letter templates |
Tasks | /tasks | View and manage tasks assigned to users |
Time Off Policies | /time-off-policies | Configure time off accrual policies (Time Off module) |
📊 Planning
Page | URL | Description |
|---|---|---|
Planning (Scenarios) | /scenarios | Model headcount changes, reorgs, and other scenarios |
💰 Comp Reviews
Page | URL | Description |
|---|---|---|
Comp Reviews | /comp-reviews | View or manage active compensation review cycles |
🎯 Performance
Page | URL | Description |
|---|---|---|
Performance Reviews | /performance | View and configure performance review cycles |
💬 Engagement
Page | URL | Description |
|---|---|---|
Engagement Surveys | /engagement | View and configure employee engagement surveys |
🔌 Apps, Agents & Bundles
Accessed from the left sidebar under Apps, Agents & Bundles.
Page | URL | Description |
|---|---|---|
Apps | /apps | Connect and manage third-party integrations |
Bundles | /bundles | Install pre-built template bundles |
Agents | /agents | Create and manage AI agents (AI Pro module) |
Authorization Codes | /authorization-codes | Manage OAuth authorization codes for API access |
🧱 Data Model
Accessed from the left sidebar under Data Model.
Fields
Page | URL | Description |
|---|---|---|
Fields | /fields | Create and manage custom and system fields |
Categories | /categories | Organize fields into categories for display on profiles |
Groups
Page | URL | Description |
|---|---|---|
Group Types | /group-types | Create and manage custom group types (requires Group Types feature) |
Department | /department | View and manage department groups |
Location | /location | View and manage location groups |
Team | /team | View and manage team groups |
Job Architecture
Page | URL | Description |
|---|---|---|
Compensation Bands | /comp-bands | Define salary ranges by level and role |
Job Codes | /job-codes | Configure job code families used in job architecture |
Tables
Page | URL | Description |
|---|---|---|
Tables | /tables | Create and query custom data tables |
🔐 Access
Accessed from the left sidebar under Access.
Page | URL | Description |
|---|---|---|
Users | /users | Manage who has access to ChartHop |
Roles | /roles | Create and manage access roles |
Permissions | /permissions | Define field- and entity-level permissions |
Access Settings | /access-settings | Configure global access policies (SSO, invitations, email domains) |
⚙️ Admin
Accessed from the left sidebar under Admin.
Admin
Page | URL | Description |
|---|---|---|
General | /org-settings | Org name, logo, fiscal year, and other global settings |
Financial | /financial-settings | Currency, stock valuations, and cost settings |
Approvals | /approval-settings | Set up approval workflows for org changes (requires Approval Workflows) |
History
Page | URL | Description |
|---|---|---|
Org Changes History | /history | Audit log of all org changes |
Sync & Import History | /sync-history | Log of all data imports and integration syncs |
Live Queries | /live-queries | View and run live CQL queries against org data |
AI Usage | /ai-usage | View AI feature usage across your org |
AI Credit Usage | /ai-credit-usage | View AI credit consumption across your org |
Configuration
Page | URL | Description |
|---|---|---|
AI | /ai-settings | Configure AI features for your org |
Core Views | /core-views | Configure org chart and data sheet default views |
Goal Types | /goal-types | Define goal types and measurement methods |
Home Content | /home-content | Customize what appears on users' Home pages |
Modules | /module-settings | View and configure active product modules |
QES Signatures | /qes-signatures-settings | Configure Qualified Electronic Signature settings (requires QES feature) |
Profile Content | /profile-content | Configure what appears on employee profile pages |
Import Data
Page | URL | Description |
|---|---|---|
Import Spreadsheet Data | /import | Upload a CSV or spreadsheet to update org data |
Account
Page | URL | Description |
|---|---|---|
Labs | /labs | Preview and enable experimental features |
🔍 Search
Press ⌘K (Mac) or Ctrl+K (PC) from anywhere in ChartHop to open the universal search bar. You can search for people, jobs, departments, locations, scenarios, and reports by name.
👁️ Additional Tools
Feature | Where to Find It | Description |
|---|---|---|
View As another user | Top bar → Profile Menu → View As | Preview ChartHop exactly as another user sees it |
Org Switcher | Top bar → Org Logo | Switch between your live org, sandbox, or other organizations |
Sensitive Data Toggle | Top bar (lock icon) | Show or hide sensitive data fields — useful during screen shares |
Notifications | Top bar (bell icon) | View alerts about tasks, approvals, and other activity |