Navigating the application

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At ChartHop, we aim to provide a pleasant and intuitive experience while navigating the application. Each app module is represented on the sidebar, and accessible from any page for your convenience.

Basic navigation

The most commonly used modules are listed at the top of the sidebar. The number of modules displayed here may change depending on the size of your browser window (or screen resolution). The most common layout is depicted below.

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Figure 1: Basic navigation on the sidebar.

  1. Dashboard: the home page of the application; a portal for employees.
  2. Org chart: used to visualize and manipulate the jobs and people present in your Org.
  3. Data sheet: a powerful tabular data tool. Used to quantify and manipulate tabular data related to jobs and people present in your Org.
  4. Map: a great way to visualize your Org on a map of the world.
  5. Reports: the best way to set up valuable Org reports for use and re-use at any time.

Secondary navigation

Below the most commonly used modules, you'll find the secondary navigation. These modules are typically listed under the "More" menu item. Remember, some modules will be displayed directly on the sidebar, depending on the size of your browser window (or screen resolution).

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Figure 2: Secondary navigation on the sidebar.

  1. More: the only way to access the hidden navigation items.
  2. Scenarios: used for forecasting, planning, and demonstrating growth.
  3. History: shows a timeline of changes made by users and integrations.
  4. Compensation reviews: the best way to plan and forecast compensation changes for Org members.
  5. Templates: ChartHop's inbuilt templating engine. Able to pull and render complex data from the application.
  6. Docs: a convenient link to this documentation. ๐Ÿ™‚
  7. Support: pulls in the ChartHop support email address into your default email client.

Sensitive information

Use the toggle in the image below to hide all sensitive data from view. This can be useful when browsing the application in a public setting.

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Figure 3: Hide sensitive data with the sidebar toggle.

  1. Sensitive information toggle: this privacy-focused feature is accessible from any module in the system. When enabled, all sensitive information will be hidden from view as you browse the application.
  2. Status overlay: the quickest way to check the currently enabled sensitivity setting in the application. Hover over the toggle icon to check whether sensitive information is currently being hidden.

ChartHop's universal search module gives you the ability to locate a variety of data objects in the system, such as jobs, people, locations, etc. Use cmd-k on Mac or ctrl-k on PC to quickly toggle the search bar from anywhere.

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Figure 4: Search anywhere.

  1. Search icon: available from anywhere in the application. Pulls up the search bar.
  2. Search bar: type what you're looking for!

Settings

Org management, configuration, and integration options are listed under the "Settings" menu. Advanced features such as custom fields, custom forms, group management, and user management can be found here. This menu item may not be absent if you lack the necessary permissions.

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Figure 5: Customize your Org from the Settings module.

  1. Settings icon: available from anywhere in the application. Takes you to the settings module.
  2. Import CSV data: need to bring external data into the system without setting up an API sync? You'll need to upload a CSV.
  3. Org settings: SSO, stock valuations, and general information, such as Org phone number and logo can be found here.
  4. Billing: access billing information here.
  5. Custom fields: unlock the true potential of ChartHop with customized fields that let you take control of your data.
  6. Custom forms: create and manage forms and their access levels.
  7. Custom profile tabs: modify the default access level and layout of custom tabs on user profiles in your Org.
  8. Manage groups: manage all groups in the system, such as departments and locations.
  9. Manage users: make changes to user data or revoke session access.
  10. Apps and integrations: browse all of the installed and available apps and bundles in ChartHop.

Org switcher

You can choose from a list of available Orgs from the Org switcher in the event that you belong to more than one Org in ChartHop. Switching Orgs will change the Org data visible in ChartHop, and apply the relevant permissions granted to you in the alternate Org.

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Figure 6: Switch orgs from any page.

  1. Org switcher: easily access the list of available Orgs from anywhere in ChartHop.
  2. Org list: the Orgs listed here are determined by the email used to login. Any Orgs associated with your email will be available to you.

Profile settings

All profile related actions, such as logging out, or updating your profile picture are done here. Depending on your access level, you may also have the option to view the Org as another User.

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Figure 7: Access your profile settings with ease.

  1. Profile icon: the currently logged in account.
  2. User settings: password, profile picture, date formatting options are found here.
  3. View as: view ChartHop as a different user. Only available to users with the adequate access level.
  4. Logout: end your ChartHop session. We'll see you next time! ๐Ÿ‘‹

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