Creating a new compensation review

When you create a new compensation review, you can choose between: 

• letting ChartHop guide you and customize the compensation review settings based on your feedback, or
• starting 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 create a new compensation review:

1. From the left sidebar, select Comp or select More and select Compensation reviews.
2. Select New comp review.
1. 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).
3. Choose between the two setup options:
• Guide me - ChartHop customizes your compensation review based on your answers to a brief set of questions. 
• Start from default - 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 either follow the steps in the guide or go ahead and configure the compensation review settings, depending on your selected setup option.
• 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.

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.

If you decide that the settings you’ve been configuring for your compensation review are no longer applicable and would rather start over, you can delete an existing compensation review.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