Managing groups

you can use the groups feature to categorize employees into their respective departments, teams, locations, and more groups can either be created individually from the groups page, or created in bulk via spreadsheet import https //docs charthop com/importing spreadsheet data#ye importing groups with your data once you've created your groups such as departments and teams, you can filter charthop pages by these groups and use them in advanced queries to refine dashboards, permissions and so on built in groups can be broken down in the following categories departments teams locations in addition, you can create custom group types (currently in alpha) https //www charthop com/pricing/ basic basic | | headcount planning headcount planning | compensation reviews compensation reviews | performance performance | engagement engagement | hris https //docs charthop com/user roles and permissions technical owner | owner | org editor