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 that are included by default in the reviewer workbook are based on the built-in fields you use throughout your ChartHop organization. However, you have the flexibility to customize the reviewer workbook so that it is tailored for 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.

To customize the existing columns that display in the reviewer workbook:

1. In the Set up reviewer & approver workbook section at the top, select the column you want to customize. 
2. Edit the column. You can edit the following settings:
• Header - Determines the name of the column that displays to reviewers and approvers. For example, Current salary (as opposed to Base, which is the standard field name in ChartHop).
• Edit - Determines whether reviewers and approvers can edit the contents of the column during the compensation review process. You can select from the following options:
• Edit - Indicates the reviewer or approver can edit the contents of the column. For example, to a proposed raise amount.
• View only - Indicates the reviewer or approver can’t make edits. For example, to an employee name or performance rating.
• Edit only if - Indicates the reviewer or approver can edit the contents of the column only if they meet specific criteria. You can establish the criteria using filters or use a Carrot query (CQL).
• Visibility - Determines the visibility of the column and who it displays for. You can select from the following options:
• Everyone - Indicates everyone involved in the compensation review (for example, owners, reviewers, and approvers) can view this column and its contents. This is the default setting.
• All reviewers - Indicates all reviewers can view this column and its contents.
• Only specific departments - Indicates only reviewers and approvers from the selected department can view this column and its contents.
• Only specific teams - Indicates only reviewers and approvers from the selected team can view this column and its contents.
• Only specific locations - Indicates only reviewers and approvers from the selected location can view this column and its contents.
• Custom - Indicates only reviewers and approvers that meet the specified custom criteria can view this column and its contents. You can establish the criteria using filters or CQL. 
• Guideline - Displays how many guidelines you've set up that reference this field.
• Budget - Displays how many budgets you've set up that reference this field.
3. (Optional) To change column order, select Select columns. In the Column order section on the right, you can rearrange the columns so that they display in the order you want on the reviewer workbook.
   • Your settings are automatically saved.

To add a new column based on an existing field you use in ChartHop:

1. In the Set up reviewer & approver workbook section at the top, select Select columns.
2. Choose the columns you want to add to the reviewer workbook by checking the checkbox next to each available column name.
3. (Optional) In the Column order section on the right, you can rearrange the columns so that they display in the order you want on the reviewer workbook.
4. Select Apply.
   • The columns are added to the Set up reviewer & approver workbook section at the top of the Reviewer workbook tab and can be further customized.

To remove a column from the reviewer workbook:

1. In the Set up reviewer & approver workbook section at the top, select Select columns.
2. Uncheck the column you want to delete.
3. Select Apply.
   • The column is removed from the workbook and does not display to reviewers and approvers.
   • Your settings are automatically saved.