Inviting users

packages basic basic | | headcount planning headcount planning | compensation reviews compensation reviews | performance performance | engagement engagement | hris roles owner | technical owner after you create your charthop organization, you can start inviting employees to use charthop you can invite people to charthop users either automatically or manually you can also add charthop users that are not a part of your organization learn more start by inviting specific individuals to try charthop for people in functions such as people, recruiting, it, or finance, you can set their permissions appropriately from the user management page most people should be set to the employee role the method you use and the roles available to grant users differ depending on the charthop package you are using charthop package invitation method charthop basic automatically invite users and assign roles charthop basic customers can configure automatic invitations from the org settings page charthop basic users can have one of two roles employee or owner learn more manually invite users and assign roles use user management page learn more charthop headcount planning, comp reviews, performance, enablement automatically invite users and assign roles charthop standard and charthop premium customers can use the user access manager to automatically invite users charthop standard includes multiple roles including specialized roles for recruiters charthop standard customers can create rules and filters on which to automatically send user invitations, such as deciding not to invite contractors to use charthop learn more manually invite users and assign roles use the user management page learn more https //docs charthop com/manual invitations should you invite everyone? do what makes the most sense for your own organizational culture, but we believe everyone benefits from better transparency, communication, and context inviting individual contributors into charthop will help everyone know what roles are open, review their own compensation, get context on org structure and people around the organization, and communicate organizational changes with clarity it's especially helpful for people who are onboarding and finding their way around! in our experience anywhere from 10 25% of an organization will usually log into charthop on a daily basis sample messages human resources / finance team attention team, you should have all received a welcome email to charthop we will be using charthop for hire planning, compensation planning, employee performance, 1on1s, and reporting moving forward we will be rolling this out to the executive team and all managers in the coming weeks and shortly after, to the rest of the organization please get familiar with navigating in charthop if you have any questions, please reach out to it setup please login using the required sso login if you have any issues, please reach out to it please check your employee profile by clicking on your profile icon at the top right and clicking "my profile " fill out the company questionnaire, "about me " everyone in the organization can view when to best contact you, information about your working style, and random fun facts if you have any issues or see any inaccurate data reflected in charthop, please reach out to (contact name on hr team) executives / managers attention team, you should have all received a welcome email to charthop we will be using charthop for hire planning, compensation planning, employee performance, 1on1s, and reporting moving forward please ensure you are familiar with the platform and ready for any questions from your team as we will be rolling this out to the rest of the organization on mm/dd/yyyy setup please login using the required sso login please check your employee profile by clicking on your profile icon at the top right and clicking "my profile " fill out the company questionnaire, "about me " everyone in the organization can view when to best contact you, how to contact you, and random fun facts ensure all your direct reports are accurately reflected under job details in your employee profile if any information is incorrect, please reach out to the people team access your department page via the search engine and fill out this year's kpis (feel free to remove if your organization does not use kpis) if you have any issues or see any inaccurate data reflected in charthop, please reach out to it individual contributors attention everyone, you should have all received a welcome email to charthop we will be using charthop moving forward to give you access to everything you need to know about your colleagues and personal information as well as company structure you and your manager will start using charthop to track your 1on1s and performance review cycles progressively please make sure you are familiar with navigating around charthop and let your manager know if you have any questions setup please login using the required sso login if you have any issues, please reach out to it please check your employee profile by clicking on my profile on the left sidebar fill out the company questionnaire, "about me " everyone in the organization can view when to best contact you, how to contact you, and random fun facts if you have any issues or see any inaccurate data reflected in charthop, please reach out to it