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 reviewer workbook setup 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 to customize the existing columns that display in the reviewer workbook in the set up reviewer & approver workbook section at the top, select the column you want to customize 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) editable 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 visible to 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 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 carrot you can also specify visibility based on role in the compensation review cycle https //docs charthop com/customize the reviewer workbook#m8m00 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 for reviewers and approvers you can select a specific color by entering a hex code or rgb value change column order by selecting 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 add a new column to the reviewer workbook to add a new column based on an existing field you use in charthop in the set up reviewer & approver workbook section at the top, select select columns choose the columns you want to add to the reviewer workbook by checking the checkbox next to each available column name (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 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 delete a column from the reviewer workbook to remove a column from the reviewer workbook in the set up reviewer & approver workbook section at the top, select select columns uncheck the column you want to delete select apply the column is removed from the workbook and does not display to reviewers and approvers your settings are automatically saved configure a column so that only specific roles can see it you can configure specific columns so that only individuals with specific compensation review cycles roles can view it (for example, only approvers can see it or only final approvers can see it) these visibility settings are based on user roles within the compensation review they are not based on general charthop user access roles cycle user role types to configure a column's visibility based on a person's role in the compensation review in the set up reviewer & approver workbook section at the top, select the column you want to customize select the edit icon in the visible to row for that column choose the cycle roles that can view this column in the what cycle user role types can view this column? dropdown you can select from the following proposer approver final approver owner select apply when you specify both a department, team, or location requirement and a cycle role requirement, the user must meet all requirements so that the column displays for example, if you configure the column so that only the approvers in the finance department can view it, the user must meet both requirements to see the column freeze columns in the reviewer workbook you have the ability to freeze columns on the left side of the reviewer workbook to make it easier for your reviewers to view the information they need to freeze columns in the set up reviewer & approver workbook section, navigate to the workbook settings section these settings apply globally to your reviewer workbook enter the number of columns you want to freeze in the frozen columns field columns are frozen starting from the left side of the reviewer workbook your settings are saved automatically you can preview the look of your frozen columns in the workbook preview section underneath https //www charthop com/pricing/ basic basic | | standard standard | premium available as an add on