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:
- 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.
- 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.
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.
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.
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.
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.
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.