website logo
Navigate through spaces
ChartHop documentation
⌘K
ChartHop Help Center
Getting around in ChartHop
ChartHop Video Library
Navigating ChartHop
Home page
Org Chart
Map
Data Sheet
Employee Profiles
Implementing ChartHop
ChartHop implementation overview
Creating your ChartHop org
Configuring your Org settings
Inviting users and setting permissions
User access and sensitive data
Creating and managing groups
Integrations and bundles
ChartHop for Administrators
Planning
Managing employee data
Creating reports and analytics
Managing people and jobs
Performance reviews
Building custom forms, tabs, and documents
ChartHop for Developers
ChartHop connect
Developer basics
Events
Syncing data to/from ChartHop
Partners
Sequoia getting started
Resources
Available ChartHop packages
ChartHop Standard Terms and Conditions
ChartHop Basic Agreement
Data Processing Addendum
Privacy policy
Security statement
Subprocessors
FAQ
Docs powered by archbee 
website logo

Employee

The Employee role is given to most employees, including managers. Employees with this role can access the main pages of ChartHop, including planning scenarios and reports. 

No sensitive data access is also granted with this role, except for being able to edit their own personal data and view the compensation of their direct reports.

Data sharing rules apply to all users regardless of role. Owners of artifacts like scenarios, reports, compensation reviews, and forms can restrict access to the respective artifact by person or filter.

Typical ChartHop responsibilities for someone with this role:

  • Viewing ChartHop to understand the organization.
  • Completing employee tasks assigned to them (1:1s, surveys) and participating in compensation reviews or scenarios when invited.

Common organization titles for users who need the Employee access role:

  • All individual contributors and managers.

The table below lists how users with this role can use the respective pages. If a page is not listed, users with this role cannot access that page.

Sensitive data

  • Can view their own compensation data and personal data.
  • Can view compensation data for those in their reporting line.

ChartHop employee pages

ChartHop page

Capabilities

Org Chart

  • Can view and filter.

Data Sheet

  • Can create custom views.
  • Cannot edit any data other than their own personal information.
  • Can share views.

Map

  • Can edit their own location.

Home page

  • Can view all public information. 
  • Can view and complete their own tasks and Todos.

Reports

  • Can create reports.
  • Can view reports that have been shared with them.

Scenarios

  • Can create scenarios.
  • Can view scenarios that have been shared with them.

Employee profiles

  • View others' public information.
  • Edit their own personal information.
  • Set what information of theirs that others can see.
  • Can view compensation data for those in their reporting line.
  • Can view manager-shared forms that are part of the profile, such as 1:1 forms.

History

  • Can view, filter and export historical data.
  • Cannot make any changes.

Comp Reviews

  • Can view and approve a comp review that they have been assigned.



Updated 09 Mar 2023
Did this page help you?
Yes
No
UP NEXT
Employee (no comp data)
Docs powered by archbee