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Welcome
Welcome to ChartHop documentation🚀
Available ChartHop packages
Getting Started
ChartHop Video Library
Navigating ChartHop
ChartHop terminology
Markdown formatting
Filtering data
Home page
Visualizing your organization
Org Chart
Map
Data Sheet
Employee Profiles
Setting up ChartHop
Creating your ChartHop org
Importing spreadsheet data
Configuring your Org settings
User management
Permissions and security
Creating and managing groups
Customizing ChartHop
Forms
Fields
Customizing employee profiles
Document templates
ChartHop apps and bundles
ChartHop apps
ChartHop bundles
Performance management
Performance reviews
Org management
About org management
Working with jobs
Working with people
Working with job history
Announcing org changes
Planning
Scenarios
Headcount planning
Compensation reviews
Legacy compensation reviews
Compensation bands
Viewing your people data
ChartHop reports
Partners
Sequoia getting started
Accessing ChartHop as a Sequoia customer
ChartHop first run guide for Sequoia customers
ChartHop features available to Sequoia customers
Troubleshooting common sync errors
Developers
ChartHop connect
Developer basics
Events
Syncing data to/from ChartHop
Resources
ChartHop Standard Terms and Conditions
ChartHop Basic Agreement
Data Processing Addendum
Privacy policy
Security statement
Subprocessors
FAQ
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Configuring general settings

Packages: Basic | Standard | Premium

In the General tab, you can configure information about your organization, including basic information, date formats, and user management defaults.

General settings
General settings

To configure your organization's general settings:

  1. From the left sidebar, select the gear icon and select Org Settings.
  2. Select the General tab.
  3. Enter your company information in the following sections:
    • In the Basic org info section:
      • Org name - The name of your organization. This is a required field.
      • Org nickname - The subdomain of your organization, delineated by dashes. This is a required field.
      • Org logo - The logo image for your organization.
      • Org phone number - The main phone number for your organization.
    • In the Dates section:
      • Date format - The date format that is used throughout your organization.
      • Org start date - The official date on which your organization was established.
      • Fiscal year starts - The month on which your organization's fiscal year begins.
    • In the User management section:
      • User session expiration - The length of time that a user's session lasts before being automatically logged out.
      • Notify these people of user access level changes - Notifies the included users of any user access level changes.
  4. Select Save to save your changes.
Updated 13 Dec 2022
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