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Creating a new compensation review

Packages: Basic | Standard* | Premium

* Available as an add-on

When you create a new compensation review, you start out with a compensation review that is prepopulated with the following default settings:

  • All employees are automatically eligible for review.
  • All managers with direct reports are automatically set up as reviewers.
  • Budget pools and guidelines are blank and ready for you to fill in.
  • The reviewer’s workbook is configured with a standard set of columns (based on your ChartHop organization’s compensation settings).

To protect sensitive employee data, only ChartHop users with the Owner, Technical owner, or Compensation viewer role can create compensation reviews and be compensation review owners.

Create a new compensation review

To create a new compensation review:

  1. From the left sidebar, select Comp or select More and select Compensation reviews.
  2. Select New comp review.
    • You can also select Let’s get started to create a new compensation review (this displays when you don’t have any previous compensation reviews set up).
    • ChartHop creates a standard compensation review with the default settings already configured for you.

After you choose a setup option, your compensation review is created:

  • You can make changes at any step in the process and can leave the compensation review setup at any time and return to continue editing where you left off. 
  • All your settings are automatically saved as you configure them.

Duplicate an existing compensation review

You can duplicate an existing compensation review to create a new compensation review with the same settings.

To duplicate a compensation review:

  1. From the left sidebar, select Comp or select More and select Compensation reviews.
  2. Select the row menu for the compensation review you want to duplicate.
  3. Select Duplicate. The copy of the compensation review displays in the list.

Delete a compensation review

If you decide that the settings you’ve been configuring for your compensation review are no longer applicable and would rather start over, you can delete an existing compensation review. 

To delete a compensation review:

  1. From the left sidebar, select Comp or select More and select Compensation reviews..
  2. Select the row menu for the compensation review you want to delete.
  3. Select Delete.
Updated 23 Nov 2022
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