Getting around in ChartHop
Navigating ChartHop
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
Top Navigation
- 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
- Sign out
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
- Collapse Menu - Toggle between showing and hiding the menu item names
- My Profile - Quickly go to your profile to complete forms or view profile tabs
Left Sidebar
- Planning - Model scenarios and submit proposed org changes for approval (formerly known as Scenarios)
- People Ops Tools - Executing a variety of operational processes using these tools
Left Sidebar
- Data Model - Configure field, groups, and job architecture
- Admin - Configure your settings and other admin tools
- Automated Actions
- Forms
People Ops Tools
Apps & Bundles
- Fields
- Job Architecture
Data Model
- Access Settings
Access
- Admin
- History
- Configuration
- Import Data
Admin
- Top Bar -> Profile Menu
- Org Switcher - If you have a sandbox or multiple organizations
- Location: Top Bar -> Org Logo
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
Updated 22 Jan 2024
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