Navigating ChartHop

overview top utility bar organization the org you are currently viewing navigational breadcrumbs help you locate where you are in the app and go back to previous pages navigating charthop jan 2024 docid\ hxv0ra7ayuxiwunv ol3 find people, jobs, groups scenarios and reports (ctrl/cmd+k) help search docs, watch videos, ask ai or contact support notifications alerts about your account sensitive data hide or show sensitive data this can be useful when screen sharing or using charthop in a public setting profile menu click the profile picture my profile quickly go to your profile edit your user settings docid\ hmqna59mgn3jq1qfxpytq change your picture, password or other settings sign out left sidebar left and sub nav options will not look the same for everyone and will depend on 🔐 access role and permissions ⚙️ account configuration 💼 modules your organization subscribes to collapse menu toggle between showing and hiding the menu item names home page docid\ fzri4lzfcda9zkrs3whvv view announcements, tasks, and other relevant information my profile quickly go to your profile to complete forms or view profile tabs org chart docid\ bepxedmk2n5noxoitxf7x explore your organization's heirarchy data sheet docid\ xtd4dg4i 4 nmwjfesq0s view people and job data in a customizable table format map docid\ jfytgidgyywmyay5p0lnb view people's work location on a map dashboards docid\ ka8 kvt0aui ekf7mecld view aggregated charts (formerly know as reports) planning docid 9325sriek8fj8slfjo8vt model scenarios and submit proposed org changes for approval (formerly known as scenarios) compensation reviews docid 4ghls qteqdr6veytajoy participate in or set up a compensation review performance reviews docid\ pgai8tvrvywmdceanerwg configure and distribute performance reviews engagement surveys docid\ f yjdem cm1j9xlng2fzk configure and distribute engagement surveys people ops tools executing a variety of operational processes using these tools integrations and bundles docid\ hlp6l7zxfpghp5q hf9gg manage integrations and add or remove bundled templates data model configure field, groups, and job architecture user access controls docid\ puo bb nsw2cwlvm3 scy configure and control who has access to what data admin configure your settings and other admin tools sub menu people ops tools automated actions forms new hire management docid\ v9lqjosfjqdr9ymy1yway letter templates docid\ prti425guur8bjnfonivj managing tasks docid\ augk05iqto acrgcmff60 apps & bundles apps & integrations docid 0o8jpnu2ozpcwlyacb7qe bundles docid\ o7k0k249lrkt97ff36 ys data model fields creating custom fields docid\ vmoqbeuanp7fz8e8hozyq field categories docid\ tpkhvexrov1c9jv2x6vdv managing groups docid 1b7ksaaqrs5bpcog3cxc6 departments docid\ vexruyx74ibzgiv94hef teams docid\ wjchinwctjmabdiibbyjd locations docid\ incbulreek95eczqtoxq job architecture compensation bands docid\ rkglzgtqtddyasnrflltu job codes docid\ qc8xffol2dtxq6joc8 zn access user management docid\ koxudsgle9s5qqah9radj built in roles docid 47kdsxxzvdmh8nqhsj27i defining a custom permission docid 28qtvaa6cltxbb2v1pfiz access settings admin admin configuring financial settings docid\ rssjszedbfbm9yt4pnv 7 financial set custom currency rates docid\ hsugyhizn5idti ntrcpd and setting up stock valuations docid\ vdqwgs 2tjd9zjs4jcic1 enabling approvals docid\ ervo1r8k x5bnaq8mifak history org changes history page docid\ xtas8qlmzjnc3ovktkrpk sync history docid\ wz2svq7hs8zsdbbv gq6z configuration creating home page announcements docid\ im4tnqvobth7qvmy4effd add content to custom profile tabs docid\ sqtgso asdtnvhlji0j q import data importing spreadsheet data docid\ at7q7fjkyiorelblfdoww additional navigation options view as another user docid\ mrduewligrovicokeo0of allows you to preview charthop as another person sees it top bar > profile menu org switcher if you have a sandbox or multiple organizations location top bar > org logo search bar charthop's universal search module gives you the ability to quickly find jobs, people, departments, locations, and more click the search in the top utility bar or use ⌘+k on a mac or ctrl+k on a pc to bring up the search bar from anywhere