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.

Review to-dos



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:

1. In the To-Dos tab, navigate to the to-do for which you want to send a reminder.
2. 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.

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:

1. In the To-Dos tab, navigate to the to-do you want to delete.
2. 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.
3. 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:

1. In the To-Dos tab, select Export CSV. The Export CSV dialog displays.
2. 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.
3. (Optional) Select whether to include ChartHop IDs or former employees (if applicable) in the spreadsheet.
4. Select Export.
5. Once the export is complete, select Download to save the generated .csv file.