Working with custom fields

You can create your own custom fields. For example, you may need to synchronize custom data from other HR systems or create forms such as engagement surveys or questionnaires for your employees.

ChartHop supports a variety of data types for custom fields, including multiple-choice values, yes/no answers, dates, and calculations. You can also create text fields that allow you or your employees to answer in-depth questions for use in performance reviews or one-on-one conversations.

Depending on the data sensitivity options you select, you can view your custom data anywhere in ChartHop—such as on the Data Sheet, on the Org Chart, or in reports. When you create a custom field, you control access to the data at the field level.

Finally, you can organize your fields into categories so they are easier to work with. For example, you can create a Payroll category that holds any custom fields you have created for payroll information.