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 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 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 š access role and permissions āļø account configuration š¼ modules your organization subscribes to collapse menu toggle between showing and hiding the menu item names home 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) comp reviews docid 4ghls qteqdr6veytajoy participate in or set up a compensation review performance docid\ pgai8tvrvywmdceanerwg configure and distribute performance reviews engagement docid\ f yjdem cm1j9xlng2fzk configure and distribute engagement surveys people ops tools executing a variety of operational processes using these tools apps & bundles docid\ hlp6l7zxfpghp5q hf9gg manage integrations and add or remove bundled templates data model configure field, groups, and job architecture access 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 tasks docid\ augk05iqto acrgcmff60 apps & bundles apps docid 0o8jpnu2ozpcwlyacb7qe bundles docid\ o7k0k249lrkt97ff36 ys data model fields fields docid\ vmoqbeuanp7fz8e8hozyq categories docid\ tpkhvexrov1c9jv2x6vdv groups docid 1b7ksaaqrs5bpcog3cxc6 departments docid\ vexruyx74ibzgiv94hef teams docid\ wjchinwctjmabdiibbyjd locations docid\ incbulreek95eczqtoxq job architecture compensation bands docid\ rkglzgtqtddyasnrflltu job codes docid\ qc8xffol2dtxq6joc8 zn access users docid\ koxudsgle9s5qqah9radj roles docid 47kdsxxzvdmh8nqhsj27i permissions docid 28qtvaa6cltxbb2v1pfiz access settings admin admin general docid\ rssjszedbfbm9yt4pnv 7 financial currency docid\ hsugyhizn5idti ntrcpd and stock valuations docid\ vdqwgs 2tjd9zjs4jcic1 approvals docid\ ervo1r8k x5bnaq8mifak history org change history docid\ xtas8qlmzjnc3ovktkrpk sync & import history docid\ wz2svq7hs8zsdbbv gq6z configuration home content docid\ im4tnqvobth7qvmy4effd profile content docid\ sqtgso asdtnvhlji0j q import data import 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 you are able to seach by preferred first name, first name, preferred last name, last name, or email click the search in the top utility bar or use ā+k on a mac or ctrl+k on a pc to bring up the search bar from anywhere