Navigating ChartHop
Top Utility Bar
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
Search Bar
- Search - Find people, jobs, groups, scenarios, reports, and pages (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
- ļ»æEdit your user settingsEdit your 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: š Access role and permissions āļø Account configuration š¼ Modules your organization subscribes to
Left Sidebar
- Collapse Menu - Toggle between showing and hiding the menu item names
- ļ»æHome pageHome page - View announcements, tasks, and other relevant information
- My Profile - Quickly go to your profile to complete forms or view profile tabs
- ļ»æOrg ChartOrg Chart - Explore your organization's hierarchy
- ļ»æData SheetData Sheet - View people and job data in a customizable table format
- ļ»æMapMap - View people's work location on a map
- ļ»æDashboardsDashboards - View aggregated charts (formerly known as Reports)
Left Sidebar
- ļ»æPlanningPlanning - Model scenarios and submit proposed org changes for approval (formerly known as Scenarios)
- ļ»æCompensation reviewsCompensation reviews - Participate in or set up a compensation review
- ļ»æPerformance reviewsPerformance reviews - Configure and distribute performance reviews
- ļ»æEngagement surveysEngagement surveys - Configure and distribute engagement surveys
- People Ops Tools - Executing a variety of operational processes using these tools
Left Sidebar
- ļ»æApps & IntegrationsApps & Integrations - Manage integrations and add or remove bundled templates
- Data Model - Configure field, groups, and job architecture
- ļ»æUser access controlsUser access controls - 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
- ļ»æNew hire managementNew hire management
- ļ»æLetter templatesLetter templatesļ»æ
- ļ»æManaging tasksManaging tasksļ»æ
People Ops Tools
Apps & Bundles
- ļ»æApps & IntegrationsApps & Integrationsļ»æ
- ļ»æBundlesBundlesļ»æ
Apps & Bundles
Data Model
- Fields
- ļ»æCreating custom fieldsCreating custom fieldsļ»æ
- ļ»æCategoriesCategoriesļ»æ
- ļ»æManaging groupsManaging groupsļ»æ
- ļ»æDepartmentsDepartmentsļ»æ
- ļ»æTeamsTeamsļ»æ
- ļ»æLocationsLocationsļ»æ
- Job Architecture
- ļ»æCompensation bandsCompensation bandsļ»æ
- ļ»æJob codesJob codesļ»æ
Data Model
Access
- ļ»æUser managementUser managementļ»æ
- ļ»æBuilt-in RolesBuilt-in Rolesļ»æ
- ļ»æDefining a custom permissionDefining a custom permissionļ»æ
- Access Settings
Access
Admin
- Admin
- ļ»æConfiguring financial settingsConfiguring financial settingsļ»æ
- Financial - Set custom currency ratesSet custom currency rates and Setting up Stock valuationsSetting up Stock valuationsļ»æ
- ļ»æEnabling approvalsEnabling approvals
- History
- ļ»æOrg Changes History pageOrg Changes History pageļ»æ
- ļ»æSync historySync historyļ»æ
- Configuration
- ļ»æConfiguring the Home pageConfiguring the Home pageļ»æ
- ļ»æAdd content to custom profile tabsAdd content to custom profile tabsļ»æ
- Import Data
- ļ»æImporting spreadsheet dataImporting spreadsheet dataļ»æ
Admin
Additional Navigation Options
- ļ»æView as another userView 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
Global Search (āK / Ctrl+K)
Use global search to find almost anything in ChartHop and jump straight to it. Open it by clicking the search box in the top bar, or press ā + K on a Mac / Ctrl + K on a PC from anywhere in the app.
Start typing to search across:
- People, jobs, and groups
- Dashboards, reports, and scenarios
- Goals, resources, and comp reviews
- Pages. Type the name of a page (for example "Org Chart", "Data Sheet", "Data Model", or "Access") and jump directly there instead of clicking through the left navigation.
Select any result to go straight to it. You'll only see people, pages, and items you have permission to access, so results match your role and configuration.
