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Equity compensation viewer

Packages: Basic | Standard | Premium



The Equity compensation viewer role is given to employees who have a role in determining and analyzing equity budget information. Employees with this role can access all equity compensation data. They cannot access cash compensation data.

All roles have standard access, which includes the following:

  • Access to all non-administrative functions of ChartHop, including scenarios and reports.
  • Ability to view their own compensation data and the compensation data of those who report to them.
  • Can edit or hide their own personal data.

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.



You can apply a filter to this role to have it apply to a subset of users; for example, all managers within a department or only HR leaders in a specific location.



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.
  • Reviewing equity compensation to make budget decisions.

Common organization titles for users who need the Equity compensation viewer access role:

  • FP&A (Financial Planning and Analysis) manager
  • Stock administrator

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

Sensitive data

  • Can view their own compensation data and personal data.
  • Can view compensation data for those in their reporting line (including cash and equity).
  • Can view all equity compensation data for the organization.

Employee pages

ChartHop page

Capabilities

Org Chart

  • Can view and filter.

Data Sheet

  • Can create custom views.
  • Can view and edit all equity compensation data.
  • 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.
  • Can view all cash compensation data and changes to that data.

Employee profiles

  • View others' public information.
  • Edit their own personal information.
  • Set what information of theirs that others can see.
  • Can view all 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.

Compensation reviews

  • Can be assigned to be an approver or reviewer of a compensation review.



Updated 09 Mar 2023
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