ChartHop for Administrators
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User access controls
Built-in Roles

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 dashboards

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, dashboards, 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.

Dashboards

  • Can create dashboards.
  • Can view dashboards 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.