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ChartHop documentation
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Welcome
Welcome to ChartHop documentation🚀
Available ChartHop packages
Getting Started
Navigating ChartHop
ChartHop terminology
Markdown formatting
Filtering data
Home page
ChartHop Video Library
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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8min

Create a scenario

Packages: Basic | Standard | Premium

Roles: Recruiting editor | Owner | Technical owner

To create a scenario:

  1. Select Scenarios from the left sidebar.
  2. Select New Scenario.
  3. In the New Scenario dialog, enter information about your scenario:
    • Scenario name - The name of the scenario (for example, Q4 Hiring Plan).
    • Start date - The date when the changes proposed in the scenario are intended to go into effect. This can be either the current date or an exact date.
    • Scenario type - The type of scenario to be created. Choose from the following scenario types:
      • General Planning - Use this type to propose general structural changes to an organization (for example, hiring and reorganization).
      • Compensation Planning - Use this type to propose compensation changes (for example, during annual compensation reviews).
      • Promotion Planning - Use this type to propose title and promotion changes in an organization.
    • Description - A description of the scenario.

  4. Select Create.

You cannot create new groups or departments within a scenario.

Updated 22 Jun 2022
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