ChartHop for Administrators
Managing data

Editing employee profiles

As an Owner or Technical Owner, you can edit the job and personal profile information for members of your ChartHop organization from the employee profile view.

Note that changes to job or person details will be overwritten according to the data sync settings of your ChartHop organization's payroll and ATS apps.

Edit job

You can directly edit the details of an employee's job through the Edit job option available in the profile page dropdown menu.

Edit job
The Edit job dialog


To edit an employee's job:

  1. From the left sidebar, select Org Chart.
  2. In the org chart, select the employee whose profile you wish to view and edit.
  3. In the information panel, select View profile.
  4. From the employee profile page, from the menu in the top right corner, select Edit job.
  5. In the Edit job dialog, edit the following job details as needed:
    • Structure - General information about the role including its title, department, and location.
    • Compensation - Compensation information about the role including salary and bonuses.
    • Recruiting - Recruiting information about the role, including its hiring status and start date.
    • Description - A job description for the role.
  6. Select Save to primary when you're done.

Edit person

You can directly overwrite the personal data of employees in your Org using the Edit person option available in the profile page drop down menu.

To edit an employee's profile content:

  1. From the left side bar, select Org Chart.
  2. In the org chart, select the node of the employee whose profile you wish to view and edit.
  3. In the information panel, select View profile.
  4. From the employee's profile page, select the down arrow drop down menu. Select Edit person.
  5. Edit the information using the fields in the Edit person dialog. You'll have the option to edit information under the Basic info and Custom fields tabs.
    • Basic info - Includes general information such as names, birthdate, email, phone number, etc. Learn more.
    • Custom fields - Includes information specified by the requirements set in pre-made custom fields. Learn more.
  6. Select Save when you're finished.


Roles: Owner | Technical Owner



Updated 04 Oct 2023
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