Welcome to ChartHop by ChartHop — the ultimate guide built from the front lines of customer experience. This isn't theoretical documentation written in a vacuum. These are the real scenarios, solutions, and step-by-step processes our Customer Success, Implementation and Support teams use every single day when working with customers just like you.

When you're facing a complex integration, we've been there. When you need to configure a custom compensation workflow, we've built it. When you're troubleshooting data sync issues or planning a tricky org restructure, we've walked hundreds of customers through it. This collection represents hundreds of implementations, thousands of customer conversations, and countless "here's exactly how to do this" moments that our CX team has documented to help you succeed faster.

Think of this as your ChartHop cheat code — the institutional knowledge from the people who live and breathe customer use cases, distilled into clear, actionable guidance. These are the proven playbooks, the configuration recipes that actually work, and the troubleshooting wisdom we wish we could clone and send to every customer. Because at the end of the day, nobody knows how to make ChartHop work better than the team that makes it work for everyone else.

Zendesk Integration

ChartHop by ChartHop

ChartHop Premium: You can work with ChartHop implementation services to customize what is synced.

data-mapping

note

Transform Type refers to the logic employed when copying data from the source field to the target.

note-tranform-type

Package_Premium

Performance Review Question Bank

Peer Reviews

Upward Reviews

Self Reviews

Performance Reviews

ChartHop documentation

ChartHop Docs

ChartHop Help Center

ChartHop Mobile App

ChartHop Video Library

ChartHop terminology

Markdown formatting

Filtering data

Hiding sensitive data

Navigating ChartHop

Home page

Export your Org Chart to slides

Embed your Org Chart on a webpage

Org Chart

Data Sheet

Calendar

Resources

Viewing employee profiles

Employee Profiles

Getting around in ChartHop

Signing in to ChartHop for the first time

View your profile information

Control what people see on your profile

Set your work location

Update your org profile image

Customize your employee profile

Complete tasks and forms

Time off for employees

Give a Shoutout

Change your password

Edit your user settings

Sync your calendar with ChartHop

ChartHop for Employees

ChartHop implementation overview

Syncing your payroll system

Syncing your hiring plan 

Import payroll data for ChartHop Basic

Syncing data via an SFTP server

Creating your ChartHop org

Payroll systems

Applicant tracking systems

Equity syncs

FP&A

Identity & SSO

Slack

Apps & Integrations

Birthday announcements

Work Anniversary announcements

Nine box ratings

Shoutouts

Bundles

Implementing ChartHop

Fields

Sync history

Importing spreadsheet data

Editing employee profiles

Common data troubleshooting for Admins

Managing data

Custom Groups

Group details

Group names and aliases

Departments

Teams

Locations

Bands

Job codes

Sharing Groups

Managing groups

About org management

Working with people

Working with jobs

Working with job history

Announcing org changes

Effective dating

Managing people and jobs

Working with custom dashboards

Configuring charts

Chart types

Advanced chart customization

Filtering data in a dashboard

Sharing a dashboard

Duplicate, export, or delete a dashboard

Dashboards

Scenarios

Headcount planning

Compensation bands

Planning

Creating a new compensation review

Setting up a compensation review

Managing a compensation review

Concluding a compensation review

Compensation reviews owner FAQs

Participating in a compensation review

Compensation reviews

Create a review

Adding forms to a review

Managing forms in a review

Monitoring participation in a review

Collaborating in a review

Closing a review

Export form responses in a review (cloned)

Viewing review data in ChartHop

Performance reviews

Create a survey

Adding forms to a survey

Managing forms in a survey

Monitoring participation in a survey

Collaborating in a survey

Closing a survey

Export form responses in a survey

View survey responses

Engagement surveys

Forms

New hire management

Onboarding & Offboarding

Files & Document management

Letter templates

Managing tasks

Time off for admins

People Ops Tools

User access controls

User management

Access Settings

Untitled

Configuring general settings

Configuring the Home page

Configuring Org Chart Defaults

Configuring Data Sheet Defaults

Managing data sheet and calendar syncs

Notification preferences

Configuring financial settings

Enabling approvals

Configuring profiles

Admin settings

ChartHop for Administrators

AI Summaries

Ask ChartHop

AI Scenario Planner

ChartHop AI

Getting started with Carrot

Key Concepts

Basic Org Information

Compensation

Job Changes

Permissions

Personal

Recruiting

Structure

Time off

Data Types

+ (add)

- (subtract)

* (multiply)

/ (divide)

% (modulus)

= (equals)

!= (not-equals)

! (not)

> (greater-than)

>= (greater-than-equals)

< (less-than)

<= (less-than-equals)

[ ](array)

: (match)

&& (and)

|| (or)

? (ternary)

?: (elvis)

. (dot)

Operators

abs()

asOf()

boolean()

compHistory()

compBetween()

costBetween()

turnoverRate()

date()

day()

dayOfWeek()

daysOffBetween()

diffYears()

diffMonths()

distance()

monthEnd()

Functions

Carrot reference