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ChartHop documentation
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Welcome
Welcome to ChartHop documentation🚀
Available ChartHop packages
Getting Started
ChartHop Video Library
Navigating ChartHop
ChartHop terminology
Markdown formatting
Filtering data
Home page
Visualizing your organization
Org Chart
Map
Data Sheet
Employee Profiles
Setting up ChartHop
Creating your ChartHop org
Importing spreadsheet data
Configuring your Org settings
User management
Permissions and security
Creating and managing groups
Customizing ChartHop
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Customizing employee profiles
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ChartHop apps and bundles
ChartHop apps
ChartHop bundles
Performance management
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Org management
About org management
Working with jobs
Working with people
Working with job history
Announcing org changes
Planning
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Headcount planning
Compensation reviews
Legacy compensation reviews
Compensation bands
Viewing your people data
ChartHop reports
Partners
Sequoia getting started
Accessing ChartHop as a Sequoia customer
ChartHop first run guide for Sequoia customers
ChartHop features available to Sequoia customers
Troubleshooting common sync errors
Developers
ChartHop connect
Developer basics
Events
Syncing data to/from ChartHop
Resources
ChartHop Standard Terms and Conditions
ChartHop Basic Agreement
Data Processing Addendum
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Security statement
Subprocessors
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Creating teams

Packages: Basic | Standard | Premium

To capture the structure of your ChartHop organization, you can create independent teams, or assign multiple teams to a department.

New Team dialog
New Team dialog

To create a team:

  1. From the Settings option in the left navigation bar, select Groups.
  2. Select Create team from the the Teams tab. 
  3. From the New Team dialog box, configure your team using the following settings:
    • Team name: The name of the team.
    • Team code: A short code or code number used to uniquely identify the team in other systems.
    • Aliases: An alternative name that can be used for the team when syncing with remote systems. Learn more.
    • Color: The color that will be applied in the org chart to the team.
    • Image: An image shown on the team's profile page.
    • Parent group: The group that this group is a child under.
  4. Select Save when you're done.
Updated 23 Nov 2022
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