Monitoring To-Dos in a review
On the To-Dos tab, you can view a detailed summary of review to-dos. All to-dos associated with the review display on this tab, regardless of form or completion status. From the To-Dos tab, you can see all reviewees, reviewers, the associated forms, the associated to-do, to-do status, sent date/time, and completion date/time.
You can filter the list by form, the specific task required, status, by reviewer or by reviewee, or by specific name.
For each to-do, you can use the row menu (⋮) to view:
- the reviewee on the Org Chart
- the reviewee employee profile
- the reviewer employee profile
Send a to-do reminder
You can send to-do-specific reminders directly from the To-Dos tab to encourage a reviewer to submit their form. This is helpful for when you want to send a reminder only to a specific reviewer.
To send a to-do reminder:
- In the To-Dos tab, navigate to the to-do for which you want to send a reminder.
- In the the row menu (⋮) for that to-do, select Send todo reminder. The reminder is sent automatically to the reviewer associated with that to-do.
When a reviewer is transferred or changed during a review and there are pending to-dos, all pending to-dos are deleted and the previous reviewer is no longer able to submit. The new reviewer receives the pending to-dos.
Delete a to-do
Deleting a to-do permanently removes the to-do from the review and clears all associated pending to-dos for individuals.
To delete a to-do:
- In the To-Dos tab, navigate to the to-do you want to delete.
- In the the row menu (⋮) for that to-do, select Delete todo. The Delete to-do dialog displays with a summary of the to-do.
- Select Confirm to delete.
Export to-dos data
From the To-Dos tab, you have the ability to export employee data as a spreadsheet.
To export to-dos:
- In the To-Dos tab, select Export CSV. The Export CSV dialog displays.
- In the Export type dropdown, select an export type. You can select from the following:
- Data Sheet - Exports a list of employees and titles for the entered date.
- Comp History - Exports compensation history.
- Data Collection History - Exports form data collected during the current review cycle.
- Pending To-dos Only - Exports a list of pending to-dos.
- All To-dos - Exports a list of all to-dos associated with the current review cycle.
- User Lists - Exports a list of all ChartHop users, including the email associated with their ChartHop account, last active date/time, and access role.
- (Optional) Select whether to include ChartHop IDs or former employees (if applicable) in the spreadsheet.
- Select Export.
- Once the export is complete, select Download to save the generated .csv file.