Create a scenario

ChartHop gives you the ability to create different types of scenarios for the changes you’re proposing to your organization.

Any employee can create a scenario and edit scenarios shared with them. The data they see is governed by their access role. For example, if someone has the Employee role and is a manager they will be able to see the compensation for their direct reports. If they do not have a role that allows them to see compensation, no compensation data is shown.

Keep in mind that a scenario is private to the user who creates it until they share it.

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 of scenario to propose general structural changes to an organization (for example, hiring and reorganization).
     • Compensation Planning - Use this type of scenario to propose changes to compensation. ChartHop recommends using Compensation reviews for compensation planning. Learn more.
     • Promotion Planning - Use this type to propose title and promotion changes in an organization. When you use this scenario type, the scenario automatically generates blank change fields for the group of people you indicate in the Planning for field.
   • Planning for - Filter to display the group of people whose roles you're editing. This field displays only when you select the Compensation Planning and Promotion Planning scenario types.
   • Description - A description of the scenario.
4. Select Create.

Copy a scenario

As a scenario owner, you can copy one of your other scenarios, including all of its changes, when you want to create an exact copy to customize further.  

You can copy scenarios that are currently In Progress and Archived. You can’t copy scenarios that have already been merged.



To copy a scenario:

1. Select Scenarios from the left sidebar.
2. Navigate to the scenario you want to copy.
   • Depending on the scenario status, it may be located on the In Progress or Archived tabs.
3. Select the checkbox next to the scenario you want to copy.
4. In the menu that displays above the Scenarios list, select Copy. 
5. Enter the Scenario name, Start date, Scenario type, and Description for the copied scenario. 
6. Select Create.
   • A copy of the scenario is created.