Editing data in the Data Sheet

Depending on your permissions, you can edit a subset of your people data directly from the Data Sheet page.

Changes made on the Data Sheet page take place immediately. You should use this option for changes to your organization that have already been agreed to by your HR stakeholders. You must have permission to view a field to edit it.

You can give stakeholders a preview of your changes when you use a ChartHop scenario. Scenarios allow you to create a version of your organization with your changes that you can share with others to get approval. After approval, you can merge the scenario with your primary organization. Scenarios are only available to ChartHop Premium customers. Contact your ChartHop representative if you want to upgrade your subscription to access this feature.

You can edit fields related to jobs within your organization directly from the Data Sheet page. Using the Data Sheet page to make these changes helps you make changes like updating multiple job titles at once when a department name changes. You can also change a department name. You must have permission to view a field to edit it.

People move operations such as transfers, backfills, and so on are also available from the Data Sheet. Learn more.

Edit a single entry

Not all fields are editable from the Data Sheet page. You won't be able to edit fields derived by calculations or that are time-based such as Last Raise Date. Fields that you can edit are highlighted in yellow.

You may need to add columns to your Data Sheet view to ensure the field you want to edit is displayed.

To edit data:

  1. Select Edit or double-click the list to enter edit mode. Fields you can edit are highlighted in yellow.
  2. Select a field cell to update. You can type a new value or choose from a drop-down list of values.
  3. Select Save Changes.

Bulk edit multiple entries

You can make changes to multiple people or jobs in the list at the same time. For example, you may need to change the department for a group of employees.

Remember that any changes you make take place immediately

To edit multiple entries:

  1. To select more than one row, select one row, then hold the Control (Windows) or Command (Mac) key and select each of the other rows you wish to edit.
  2. Select Edit > Bulk Edit.
  3. In the Bulk Edit Jobs dialog box, make any changes.
  4. Select Save to Primary.