ChartHop Mobile App

the charthop mobile app for iphone and android is a convenient way to have access to top charthop capabilities on the go, including organizational directory, contact information for colleagues , complete form based tasks, request time off (hris only), access ask charthop (hris only), and produce digital business cards for your phone's wallet downloading and installing the app to download and install the charthop director mobile app iphone/ios search for "charthop" in the apple app store or go directly to this link https //apps apple com/us/app/charthop directory/id6717590153 https //apps apple com/us/app/charthop directory/id6717590153 android search for "charthop" in the google play store or go directly to this link https //play google com/store/apps/details?id=com charthop mobile https //play google com/store/apps/details?id=com charthop mobile\&pcampaignid=web share sign in to the app once the app is downloaded, open it and proceed to sign in with your user credentials email start by entering in the email your account is associated with for your organization and tap continue authenticate the app will redirect to authentication options associated with your email and organization choose the option that is the primary way you authenticate your account on the web directory the app will then redirect on successful authentication back into the app with the alphabetized directory of your organization's people as the primary view note if you have more than one account associated with your email, you will be dropped into the primary account associated with your email features of the mobile directory within the app, you can scroll throught the list of people in your organization people in your organization or sorted alphabetically you may scroll through them by tap and dragging on the list of people tap and dragging on the letters on the right of the list tap and press on a letter on the right of the list search and filter to find a specific person in the list, you can search for them by name in the search field tap on a department, location, or team tag that the individual is a part of within each grouping of department, location, or team, the tags work as or filters, meaning the employee could be part of one or more of the tags you select across multiple groupings, the results work as and filters, meaning the employee meets at least one of every set of selected tags in each section to clear out the filters you can either tap on all selected tags and/or clear out the search name top the reset icon in the upper right of the filters view profiles and contact colleagues once you tap on a person in the list, you will view that person's profile the profile contains name title contact options with links to each available format mobile phone will provide options to text or call work phone will provide options to text or call email will open your default mail application with an email initiated directed to this person slack will open the dm channel in slack to this person tenure, or how long they have been at the organization birthday tags for department, location, and teams the person is on who the person reports to who reports to this person job description for their role view another profile from the profile, you may view a different profile by tapping directly on a person listed as their manager or one of the people that reports to them or you may view a list of profiles by tapping one of the tags of department, location, and team tapping the back arrow on the top left swiping left to right on the profile view once you have viewed a profile, it will be featured in the recent section at the top of the directory list change organizations if you have access to more than one organization, you can switch organizations by clicking on the logo of the current organization and then selecting a different one from the list controlling what is visibile to other employees in the mobile app depending on company policies and how they are set up in charthop, some information can be shared that you may want to keep private like mobile phone you can change the settings to some infomation by editing your profile in charthop web app follow these instructions to make your information visibile ( public ) or not visible ( private ) control what people see on your profile docid\ dcbuxvrgajcz2z5ioh9kx task based forms within the app, you can notice in app alert indicators to understand how many tasks are due overlaid on the user's profile avatar in the upper right, if there are tasks due, a numeric indicator will show how many are outstanding view the list of pending tasks in my tasks any new or outstanding tasks will be listed in the my tasks list selecting one of the tasks will navigate to the associated form user can complete the form in the mobile app user can start the form in the mobile app and finish on the web version of charthop user can start in the web version of charthop and then finish in the mobile app once all the tasks are complete, the my tasks list will no longer appear time off if time off is enabled in charthop (hris only), the user will be able to request and approve time off in the mobile app pending time off requests selecting the avatar in the upper right of the app, will bring you to the my tasks / time off view in the lower half of the view, all current requests and approved future time off events are listed pending time off requests show an orange clock to indicate it is still waiting for approval approved time off requests show a green check to indicate request was approved denied time off requests show a red x to indicate request was denied to request time off select the request time off button on the my tasks / time off view select the dates, policy, and add notes to approve time off approvals will appear in the my tasks / time off view select the request, review the information, and approve or deny the request ask charthop if ask charthop is enabled in charthop (hris only), the user will be able to access the mobile version of ask charthop in the mobile app start a new chat with charthop ai select the ask charthop icon (bunny hopping over stars) next to your avatar in the main view type in any question or request you may have ask charthop will answer the question or request even if the request requires access to data not avialable in the mobile app, as long as the information is in the web app, ask charthop can retrieve the needed data and synthesize a response digital business cards share your business card take digital business cards with you where you are business cards are created with your organization's logo and brand colors your avatar your name, title, org shared contact info you may access your business card by within the charthop mobile app, tapping on the qr symbol in your profile view if you have already added it to your apple or google wallet, it will be included as one of your cards to add your business card to your apple or google wallet, navigate to your business card and then tap the gear icon below your profile photo now select which information you would like to be included in your wallet version of your business card and tap "add to wallet" if you have already added your business card to your wallet, you will need to remove it before adding an updated version you may share your business card by from within the charthop mobile app, view the business card and tap the share icon from within your apple or google wallet, view the business card and tap the share icon