Navigating ChartHop

Overview
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Top Utility Bar
Top Utility Bar
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Organization - the org you are currently viewing
Navigational Breadcrumbs - Help you locate where you are in the app and go back to previous pages
Top Navigation
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﻿Search﻿- 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
﻿My user settings﻿ - 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
Left Sidebar
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Collapse Menu - Toggle between showing and hiding the menu item names
﻿Home﻿ - View announcements, tasks, and other relevant information 
My Profile - Quickly go to your profile to complete forms or view profile tabs 
﻿Org Chart﻿ - Explore your organization's heirarchy 
﻿Data Sheet﻿ - View people and job data in a customizable table format 
﻿Map﻿ - View people's work location on a map 
﻿Dashboards﻿ - View aggregated charts (formerly know as Reports) 
Left Sidebar
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﻿Planning﻿ - Model scenarios and submit proposed org changes for approval (formerly known as Scenarios) 
﻿Comp Reviews﻿ - Participate in or set up a compensation review 
﻿Performance﻿ - Configure and distribute performance reviews 
﻿Engagement﻿ - Configure and distribute engagement surveys 
People Ops Tools - Executing a variety of operational processes using these tools
Left Sidebar
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﻿Apps & Bundles﻿ - Manage integrations and add or remove bundled templates 
Data Model - Configure field, groups, and job architecture 
﻿Access﻿ - 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 
﻿Letter Templates﻿﻿
﻿Tasks﻿﻿
People Ops Tools
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Apps & Bundles
﻿Apps﻿﻿
﻿Bundles﻿﻿
Apps & Bundles
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Data Model
Fields
﻿Fields﻿﻿
﻿Categories﻿﻿
﻿Groups﻿﻿
﻿Departments﻿﻿
﻿Teams﻿﻿
﻿Locations﻿﻿
Job Architecture
﻿Compensation Bands﻿﻿
﻿Job Codes﻿﻿
Data Model
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Access
﻿Users﻿﻿
﻿Roles﻿﻿
﻿Permissions﻿﻿
Access Settings
Access
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Admin
Admin
﻿General﻿﻿
Financial - Currency﻿ and Stock Valuations﻿﻿
﻿Approvals﻿ 
History
﻿Org Change History﻿﻿
﻿Sync & Import History﻿﻿
Configuration
﻿Home Content﻿﻿
﻿Profile Content﻿﻿
Import Data
﻿Import Spreadsheet Data﻿﻿
Admin
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Additional Navigation Options
﻿View as another user﻿ - 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.
Search Bar
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Updated 22 Jan 2024

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