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Creating and managing groups

Packages: Basic | Standard | Premium



Roles: Technical owner | Owner | Org editor

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. Learn more.

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 reports, permissions and so on.

Groups can be broken down in the following categories:

  • Group names and aliases
  • Departments
  • Teams
  • Locations
  • Compensation bands
  • Job codes



Updated 22 Feb 2023
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