14min

Inviting users

ChartHop's User management feature allows you a number of ways to invite users to your organization.

User management supports a workflow for manually inviting users into your organization. You can also customize and tailor your invitations using the Welcome email feature.

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 Member View.

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

  1. Please login using the required SSO login. If you have any issues, please reach out to IT.
  2. 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

  1. Please login using the required SSO login.
  2. 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.
  3. 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.
  4. 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

  1. Please login using the required SSO login. If you have any issues, please reach out to IT.
  2. 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.

If you have any issues or see any inaccurate data reflected in ChartHop, please reach out to IT.





Updated 22 Jun 2022
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