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Using ChartHop to open jobs

Packages: Basic | Standard* | Premium

* Available as an add-on

When you configure your Jobvite app to have an outbound flow, ChartHop serves as the primary source of truth for open jobs. Depending on the status of a job in ChartHop, it translates to a specific status for the same job in Jobvite.

Outbound job status mappings

ChartHop job statuses map to Jobvite job statuses by default in the following ways:

ChartHop status

Direction

Jobvite status

Active

➡️

Open

Passive

➡️

On hold

Inactive

➡️

On hold

Pending (via new hire webhook)

⬅️

Filled

Offer

➡️

Open

Closed

➡️

Closed

ChartHop supports custom field mappers if you’ve made any changes to the default Jobvite job statuses in your Jobvite instance or otherwise want to change the default field mappers. Please contact support for assistance.

Create a job

With the Jobvite app enabled, ChartHop's open jobs list becomes the system of record for open jobs. Recruiters, hiring managers, financial planners, and team leads can all look at ChartHop for a real-time view of which roles are open and how recruiting is going without needing access to Jobvite.

With the Jobvite app enabled, ChartHop's open jobs list becomes the system of record for open jobs. Recruiters, hiring managers, financial planners, and team leads can all look at ChartHop for a real-time view of which roles are open and how recruiting is going without needing access to Jobvite.

To ensure that all proposed hiring changes are approved, we recommended that you create new jobs via scenarios as opposed to directly in Primary.

When an open job in ChartHop is set to Active recruiting status (either when someone creates or updates a new job), a req code is automatically created in Jobvite if not provided in ChartHop manually. The mapped Jobvite requisition is changed to On Hold in Jobvite if the open job is set back to an inactive status. Similarly, when the job is removed from ChartHop, it is deleted in Jobvite.

If you create a new job in ChartHop with a recruiting status set to Active without a req code, a new req code is automatically generated by looking through the most recent req codes for that department, and incrementing the number (for example, from ENG-8 to ENG-9).

Setting a job as Active in ChartHop opens a new job in Jobvite.
Setting a job as Active in ChartHop opens a new job in Jobvite.

To create a new job in ChartHop, follow these steps:

  1. Select Org chart from the left side bar.
  2. In the Org chart, create a new job by either: 
    • Adding a direct report by selecting Add a direct report under a pre-existing person or role.
    • Creating a new job by selecting New hire under a pre-existing person or role.
  3. In the Create job dialog enter your information for the new role using your custom fields and ChartHop’s recommended fields beneath the following tabs:
    • Structure - General information about the role, including title, department, and location.
    • Compensation - Compensation information about the role, including salary and bonuses.
    • Recruiting - Recruiting information about the role, including hiring status and start date.
    • Description - A general description about the role.

The ChartHop Job must include a Description in order to sync properly to Jobvite, as Jobvite requires a description in order to create a requisition. If desired, a placeholder value can be used for the ChartHop Job description, but it can not be left blank.

Once a candidate is hired in Jobvite, the job in ChartHop is set to pending status, and the hired candidate is announced in ChartHop, with their start date being the specified start date in the Jobvite offer.

Job hiring status

Any open roles with a Recruiting status set to Active in ChartHop flow from ChartHop to Jobvite. Mapped Jobvite requisitions are placed On Hold in Jobvite if the mapped ChartHop job is changed to an Inactive or Passive status in ChartHop. The mapped Jobvite requisition is deleted if the ChartHop job is removed.

ChartHop job status

Result in Jobvite

Active or Offer

A new Open Jobvite requisition is automatically created. If the ChartHop Job was already mapped to an existing Jobvite requisition, the Jobvite requisition is set to Open.

Inactive or Passive

The Jobvite requisition is set to On Hold. 

Removed job

The Jobvite requisition is deleted.

Pending

The Jobvite requisition is set to Closed.We do not recommend changing the ChartHop job status to Pending manually. Rather, when a candidate is hired in Jobvite, the ChartHop Job status automatically changes to Pending to reflect the hire.

Updated 14 Jan 2023
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