Creating custom fields

Field data types & smart fields

Applies to

Field Categories

Requiring fields when opening jobs

Job matching for payroll syncs

Fields

Viewing sync history

Viewing sync details

Troubleshooting app syncs

Sync notifications

Sync history

Add new people to ChartHop

Update your current organization 

Update your organization history

Importing historical data

Add or update equity data

Add or update a hiring plan

Create a spreadsheet template

Spreadsheet import examples

Importing spreadsheet data

Editing employee profiles

Managing data

Group details

Group names and aliases

Creating departments

Editing departments

Departments

Creating teams

Editing teams

Teams

Create a location

Edit a location

Locations

Creating bands

Editing bands

Bands

Creating job codes

Editing job codes

Job codes

Managing groups

About org management

Terminate a person

Move a person to a new job

Rehire a person

Add a new person to your org

Working with people

Add a new open job

Create a backfill for a job

Edit jobs

Fill an open job

Working with jobs

Org Changes History page

Edit job changes

Undo job changes

Working with job history

Announcing org changes

Creating effective dates

Viewing effective dates

Updating effective dates

Effective dating

Managing people and jobs

Working with custom dashboards

Configuring charts

Chart types

Advanced chart customization

Filtering data in a dashboard

Sharing a dashboard

Duplicate, export, or delete a dashboard

Dashboards

Create a scenario

Propose changes in a scenario

Collaborating in a scenario

Approval audit log

Editing settings for a scenario

Submit an approval request for a scenario

Monitoring your scenario in review

Reassign an approver for a scenario

Reviewing an approval request for a scenario

Merging a scenario

Combining scenarios

Exporting from a scenario

Deleting a scenario

Scenarios

Creating new jobs in a scenario

Editing jobs in a scenario

Working with open jobs in a scenario

Updating current jobs in a scenario

Headcount planning

Using the Compensation bands wizard

Connecting bands to jobs

Updating compensation bands

Retire compensation bands

Troubleshooting compensation bands

Compensation bands

Planning

Creating a new compensation review

Set up key dates

Establish eligible employees

Assign reviewers and approvers

Assign collaborators

Set up budget pools

Establish guidelines

Customize the reviewer workbook

Preview and test a compensation review

Launch a compensation review

Setting up a compensation review

Managing a compensation review

Concluding a compensation review

Compensation reviews owner FAQs

Reviewing employee compensation

Reviewing and approving proposals

Working as a collaborator in a compensation review

Final approving a compensation review

Compensation reviews reviewer and approver FAQs

Participating in a compensation review

Compensation reviews

Create a review

Select a form for the review

Add people to a review

Customize the notification message

Review and send the form

Adding forms to a review

Managing forms in a review

Monitoring participation in a review

Collaborating in a review

Closing a review

Export submitted forms in a review

Viewing review data in ChartHop

Performance reviews

Create a survey

Select a form for the survey

Add people to a survey

Adding forms to a survey

Managing forms in a survey

Monitoring participation in a survey

Collaborating in a survey

Closing a survey

Export submitted forms in a survey

View survey responses

Engagement surveys

Creating a form

Building a form

Configuring a form

Previewing a form

Activating a form

Managing a form

Form responses

Forms

New hire management

Creating templates

Preview a template

Update a template

Deleting templates

Generating PDF documents

Letter templates

Managing tasks

People Ops Tools

Key Concepts: Role-based Access

Defining a custom permission

Defining a custom role

Built-in Roles

Controlling sensitive data

User access controls

Inviting users

Adding a user

Assigning roles 

View as another user

Removing users

Revoking user sessions

Editing user information

User management settings

User management

Customizing a welcome email

Configuring SSO options

Access Settings

Untitled

Configuring general settings

Configuring the Home page

Configuring Org Chart Defaults

Configuring Data Sheet Defaults

Notification preferences

Managing currencies and costs

Setting up Stock valuations

Configuring financial settings

Setting up an approval chain

Change-based approvals

Enabling approvals

In Progress: Default profile tabs

Custom profile tabs

Configuring profiles

Admin settings

ChartHop for Administrators

ChartHop Premium: You can work with ChartHop implementation services to customize what is synced.

data-mapping

note

Transform Type refers to the logic employed when copying data from the source field to the target.

note-tranform-type

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Required fields list

Setting required fields