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. New compensation reviews start with four columns: Person, Job title, Base – annualized, and Base – annualized - changed (the proposed value). 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.

After you launch a compensation review, you cannot add or remove columns, including while the review is Paused.

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.

For each column, the setup grid also shows how many budget pools (Budget) and guidelines (Guideline) use that field.

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. Only proposed-change columns can be made editable, for example Base – annualized - changed or the raise columns from the Change fields section. All other columns are View only. Options:

Edit — The reviewer or approver can edit the column.

View only — The reviewer or approver cannot make edits.

Edit only if — Reviewers and approvers can edit the column only for employees who match the filter in the Only editable if reviewee job matches this filter (leave blank for all jobs) field. Establish the criteria using filters or a Carrot query. Use the What cycle user role types can edit this column? field to choose All roles or Only certain roles.

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 who match the filter can view this column. Establish the criteria using filters or a Carrot query. The filter is checked against the person viewing the workbook, not against the employees in each row.

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: Reviewer, Approver, Final approver, Owner, and Collaborator. The two visibility fields combine: a person must match both the These people will see the column and its contents for those under them setting and the role setting to see the column.

Color — Customizes the color of the column header in the reviewer workbook. Choose a preset color or enter a Hex code or RGB value. Select X to clear the color.

To limit a column to final approvers, leave All reviewers selected in These people will see the column and its contents for those under them. Then set What cycle user role types can view this column? to Only certain roles with only Final approver checked.

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.

Select the checkbox next to each column you want to add. You can also add guideline columns from the Guidelines section and raise columns from the Change fields section.

(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. The minimum is 2, which is also the default.
Org URL	A URL that displays in the top right of the reviewer's screen during the live cycle, typically pointing to org-wide compensation guidelines or resources. The URL must start with https://.
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.

Tip: copied cells paste into the workbook as numbers. Currency keeps its formatting in Excel, and percentages paste as raw values.

Packages: Basic | Standard* | Premium

* Available as an add-on