ChartHop for Administrators
Admin settings

Configuring the Home page

You customize the widgets that display for your organization on the Home page.

There are are 5 widgets that can be added or removed from the home page:

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Welcome Message

The welcome message is a completely customizable way to share messages with your employees as they log into ChartHop. Some of our favorite use cases are:

  • Showcasing your company values
  • Announcing upcoming events or people ops activities
  • Communicating where people should reach out with questions

You are able to add variables to the text based on who the person is.

Customization Example:

If you had an HRBP field, you could say: "Reach out to your HRBP: {{hrbp}}" and the HRBP's name would be inserted for each person.

The welcome message widget is hidden if there is no content in it.

People Moves

Changes to display

You can customize, which types of organizational changes are displayed in the people moves list. The changes will only be displayed after their "Announce Date."

  • Hires - New hires are displayed on their start dates.
  • Departures - People who are departing are displayed on their end date.
  • Moves - Transfers of people from one job to another job. Displayed on the date of the start int he new job.
  • Manager changes - Displayed on the date that the manager changes.
  • Title change - Displayed on the date that the title changes.

Time window

Select the time range for the changes that the the people moves should be displayed on.

Open Jobs

If you are displaying the open jobs, you have the option to either:

  1. Display all jobs to all people (Default - Unchecked)
  2. Display only jobs that align with the person's Location (Checked)

Milestones

Select which types of dates should be displayed on the calender widget:

  • Anniversaries
    • Will display the number of years that someone has been at a company on the anniversary of their start date
  • Birthdays

Export Milestones

Clicking the Export button from Milestones will allow you to sync your selected milestones to Excel, Google Sheets, and Outlook or Google calendars.  

Time window

Select the time range for the changes that the the people moves should be displayed on.

Calendar Week View

The calendars you display will be the calendars enabled for the organization in Core Views. You can customize your calendar settings here. You can choose whether you want your weekly view to include weekends or just weekdays. 

The weekly view defaults to information for the entire organization. 

Default Calendars you can choose to display:

  • Time Off -If you use ChartHop's time off or your time off data is synced in from your HRIS, then it will be displayed if you select this calendar
  • Hires - New hires are displayed on their start dates
  • Departures - People who are departing are displayed on their end date
  • Anniversaries -Will display the number of years that someone has been at a company on the anniversary of their start date
  • Birthdays - Employees can set their birthday preferences on their profile. Their birth year and age is never displayed.
  • Tasks - Employees will see tasks assigned to themselves on the due dates if the task has one.
  • Performance Reviews - If you have selected a cycles dates to display on the calendar.
  • Engagement Surveys - If you have selected a cycles dates to display on the calendar.
  • Compensation Reviews- Once they are launched, visible if an employee is participating in the cycle.