Customize the reviewer workbook

The reviewer workbook is the relevant employee, budget, and guideline data that displays to your reviewers and approvers when they complete employee compensation reviews.

Each column in the reviewer workbook corresponds to a ChartHop built-in or custom field. The columns included by default are based on the built-in fields you use throughout your ChartHop organization. You have the flexibility to customize the workbook to fit the needs of your reviewers and approvers.

To customize the reviewer workbook, open an existing compensation review with a status of Not started or Paused. Select the Reviewer workbook tab.

Customize an existing column

Each column row has an expand icon on the right. Selecting it opens the Edit column panel for that column. Make your changes and select Save to apply them, or Cancel to discard.

You can edit the following settings in the Edit column panel:

Label — The name of the column that displays to reviewers and approvers. For example, Current salary instead of Base.

Editable — Determines whether reviewers and approvers can edit the contents of the column:

Edit — The reviewer or approver can edit the column.

View only — The reviewer or approver cannot make edits.

Edit only if — The reviewer or approver can edit only if specific criteria are met. Establish the criteria using filters or a Carrot query.

These people will see the column and its contents for those under them — Determines who can see the column. Options:

All reviewers — Everyone involved in the compensation review can view this column. This is the default setting.

Custom — Only reviewers and approvers matching specified custom criteria can view this column. Establish the criteria using filters or a Carrot query.

What cycle user role types can view this column? — A separate field that restricts visibility by role within the compensation review. Options: All roles or Only certain roles. When Only certain roles is selected, you can choose from: Proposer, Approver, Final approver, Owner. When both a people filter and a role filter are set, a user must meet both requirements for the column to be visible.

Budget — Displays how many budgets you've set up that reference this field.

Guideline — Displays how many guidelines you've set up that reference this field.

Color — Customizes the color of the column header in the reviewer workbook. Enter a Hex code or RGB value.

Add a new column to the reviewer workbook

To add a new column based on an existing field:

In the Set up reviewer & approver workbook section, select Select columns.

Check the checkbox next to each column you want to add.

(Optional) In the Column order section, rearrange the columns into your preferred order.

Select Apply.

The columns are added to the workbook and can be further customized.

Delete a column from the reviewer workbook

To remove a column from the reviewer workbook:

In the Set up reviewer & approver workbook section, select Select columns.

Uncheck the column you want to delete.

Select Apply.

The column is removed from the workbook and no longer displays to reviewers and approvers.

Reorder columns

Columns can be reordered by dragging and dropping rows using the drag handles on the left side of each column row in the workbook setup.

Workbook settings

The Workbook settings section applies globally to your reviewer workbook.

Setting	Description
Frozen columns	Enter the number of columns to freeze on the left side of the workbook. Useful for keeping employee names visible while scrolling.
Org URL	A URL linked from the workbook, typically pointing to org-wide compensation guidelines or resources.
Label for URL	The display label shown for the Org URL link.
Allow Reviewers, Approvers & Collaborators to view Audit Log	When enabled, reviewers, approvers, and collaborators can access the audit log for the cycle.

Workbook preview

The Workbook preview section shows how the workbook will look to reviewers and approvers. The preview includes import and sync data links that let you bring in additional data during setup.

Packages: Basic | Standard* | Premium

* Available as an add-on