ChartHop terminology

charthop uses a common terminology to represent your organization and take actions within charthop itself below is a list of key terms that you'll need to understand person a person is a current, future, or former member of an organization job a job is a specific function within your charthop org that has a level, salary, and hierarchical position associated with it there can only be one person in a given job at a time if someone leaves a job or if a job is created without a person in it, the role is considered to be an open job jobs must have exactly one direct manager they may also have one indirect manager an indirect manager is represented by a dotted line on the org chart in most cases, there will always be exactly one head job in the organization if your org has co ceos, email our support team (support\@charthop com) user users are authorized individuals who can access charthop a user often corresponds to a person in your organization, but not always for example, you might want to invite an external consultant to your charthop instance although it's rare, users can have access to multiple instances simultaneously all access to charthop is tied to a user, even api level access for example, if you are building an api based integration with charthop, an app user will be created in charthop that corresponds to the level of access required by the integration group a group is a method of categorization that allows jobs to be segmented by a variety of important groupings jobs can belong to multiple groups, such as departments , teams , locations , and bands for example you can create multiple overlapping teams to represent different cross functional groups, sales territories, or areas of responsibility change any change that is made to a job is recorded in your organizational history there are several types of changes listed below create a job is created update a change is made to a job, such as new manager, compensation, title, or other fields data data is collected, such as a form being filled out delete a job is removed from the org chart hire a person is hired into a job depart a person leaves the organization; departures can either be voluntary or involuntary move a person moves from one job into another open job, such as an internal transfer at its core, charthop is a record of changes you can hop to any moment in time and charthop will replay the changes for exactly that moment in organizational history, and you can always propose a new set of changes those with appropriate access can edit the history of changes, such as altering a start date or even cancelling a change retroactively scenario a scenario is a proposal for a set of changes to the organization for example, a hiring plan, or a proposal for a reorganization, is a scenario scenarios can be shared privately, and while anyone can create a scenario, a scenario is not live until it is "merged" by an approved user into the primary org chart field users with the right permissions can create any number of custom fields with different datatypes that can help you gather information about your organization you can include these fields in forms such as an employee survey or another custom form you can control access to the data collected by setting data sensitivity rules data collected can be used in reports form you can also create forms that collect data you can build a form with any number of custom fields that you create use forms to collect self reported data, such as performance review, custom user profiles, or happiness surveys