website logo
ChartHop documentation
Carrot reference
Release notes
Navigate through spaces
ChartHop documentation
Carrot reference
Release notes
⌘K
Welcome
Welcome to ChartHop documentationšŸš€
Available ChartHop packages
Getting Started
ChartHop Video Library
Navigating ChartHop
ChartHop terminology
Markdown formatting
Filtering data
Home page
Visualizing your organization
Org Chart
Map
Data Sheet
Employee Profiles
Setting up ChartHop
Creating your ChartHop org
Importing spreadsheet data
Configuring your Org settings
User management
Permissions and security
Creating and managing groups
Customizing ChartHop
Forms
Fields
Customizing employee profiles
Document templates
ChartHop apps and bundles
ChartHop apps
ChartHop bundles
Performance management
Performance reviews
Org management
About org management
Working with jobs
Working with people
Working with job history
Announcing org changes
Planning
Scenarios
Headcount planning
Compensation reviews
Legacy compensation reviews
Compensation bands
Viewing your people data
ChartHop reports
Partners
Sequoia getting started
Accessing ChartHop as a Sequoia customer
ChartHop first run guide for Sequoia customers
ChartHop features available to Sequoia customers
Troubleshooting common sync errors
Developers
ChartHop connect
Developer basics
Events
Syncing data to/from ChartHop
Resources
ChartHop Standard Terms and Conditions
ChartHop Basic Agreement
Data Processing Addendum
Privacy policy
Security statement
Subprocessors
FAQ
Docs powered byĀ archbeeĀ 

Establish guidelines

Packages: Basic | Standard* | Premium

* Available as an add-on

You can establish guidelines to provide reviewers and approvers with a set of target ranges or amounts for each budget pool so that they have a starting point and reference range to work with when reviewing compensation.

Guidelines empower your reviewers and approvers with the confidence that they are reviewing compensation equitably and according to established considerations.

You can choose to prepopulate field columns with recommended increases based on the values of specific built-in or custom fields (for example, performance review rating, location, or amount of time employed) or choose to provide your reviewers and approvers with guidelines that include target values and ranges.

Once you establish guidelines, you can calculate the changes based on those guidelines
Once you establish guidelines, you can calculate the changes based on those guidelines

To establish guidelines, open an existing compensation review with a status of Not started or Paused. Select the Guidelines tab.

Create a guideline

You can create and customize multiple guidelines so that you can provide as much guidance and reference points for your reviewers and approvers as you want.

To create a new guideline:

  1. Select New guideline.
  2. Configure the guideline settings according to the parameters you wish to implement. See below for a description of all fields.
  3. Once you are finished, select Calculate to process and update the guideline calculations.

Delete a guideline

You can delete a guideline when you'd rather start over with a new configuration. Deleting a guideline doesn't affect any other guidelines you've created.

To delete a guideline:

  1. Expand the guideline you want to delete.
  2. Select Delete.
  3. Select Confirm to delete the guideline.

Guideline settings

The following table describes the configuration fields you can apply to your guidelines:

Field

Description

Example

Basics





Guideline label

The name of your guideline.Ā 



Reviewers and approvers see this label during employee compensation reviews.

Merit - US

Employees the guideline applies to

Establishes the group or category of employees for which the guideline applies.Ā 



Select from the following dropdown options:

  • All eligible employees
  • Only specific departments
  • Only specific teams
  • Only specific levels
  • Only specific locations
  • Custom…

Only specific locations

  • United States

Allocated from this budget pool

Determines the budget pool to which the guidelines apply to.

Budget pool: Merit - US

Fields





Field the guideline is calculated based on

Determines the ChartHop field (either built-in or custom) upon which the guideline calculations are based.



For example, if you choose Base, then ChartHop uses the current values of that field to perform the calculations you enter in the Calculation section.

Base

Field the guideline applies to

Determines the ChartHop field (either built-in or custom) that is used to leverage and display the recommended guideline amount. For example, if you choose Base - changed, then ChartHop applies the calculated guideline amount to the values in the Base - changed field.

Base - changed

Thresholds & workbook display options





Do guidelines include a range, like 2-4%

Determines how your guidelines recommend compensation changes.



Select from the following options:

  • Target value only - Indicates only a target value is recommended.
  • Target value + range - Indicates a target value and a range are both recommended.

Target value + range

Flag if value deviates from guidelines

Determines whether ChartHop flags a compensation change if it deviates from the established guideline.

Yes

Threshold for flagging

Determines the threshold percentage for flagging a compensation change that deviates from the established guideline.

10%



Compensation changes that deviate more than 10% from the range max value are flagged.

Prepopulate editable columns with target value

Determines whether compensation reviews are prepopulated with recommended amounts for reviewers and approvers. Based on the established guideline target value.

Yes

Calculation





Are calculations dependent on one or more field values, like performance?

Determines whether the amount is calculated based on how a specific built-in or custom field is defined (for example, department, performance).



Select Yes to establish additional considerations for the guideline calculations based on specific fields. Selecting Yes displays the Which field affects the calculation? field underneath.

Select No, the calculation is the same for everyone to apply the calculations evenly across all eligible employees for the guideline.

Yes

Which field affects the calculation?

Determines the built-in or custom field that affects the calculation. When you select a field, you can define how the values of this field specifically affect the guideline calculations.



Only fields with the following data types can be selected:

  • Number

  • Money
  • Percent
  • Single select

Performance rating



Division



Business OperationsĀ  2%

Customer Support 2%

Sales 4%

Finance 2%

Legal 2%

Marketing 3%

Product 3%

R&D 4%

Calculation

Determines the specific calculation that is processed to affect the guideline.



Select from the following dropdown options:

  • Percent - Enter a percentage amount.
  • Set amount (number) - Enter a numeric amount.
  • Set amount (money) - Enter a currency amount.
  • Custom - Enter a specific formula.

Percent

Target value

Establish a target value for the calculation.

1.5%

Updated 23 Nov 2022
Did this page help you?
Yes
No
UP NEXT
Customize the reviewer workbook
Docs powered byĀ archbeeĀ 
TABLE OF CONTENTS
Create a guideline
Delete a guideline
Guideline settings