New hire management
ChartHop can automatically import new hires from your ATS via an Inbound Data Flow. If you haven't yet configured your ATS, you will need to set up an inbound job data flow from your ATS first.
When you mark a candidate as “hired” in your ATS, ChartHop will automatically try to match the person to the proper open job on your Org Chart. Most of the time this works great and we're able to find a match.
However, if there isn’t a match, the person will be placed into the New Hire Management page, where you can then match the new hire to the appropriate open job in ChartHop. This acts like an "inbox" for new hires flowing into ChartHop from your ATS.
To access the New Hire Management page:
- From the left sidebar, select People Ops Tools.
- From the sub-menu, select New Hire Management.
To match a person an open job:
- Find the person in the table and click Match to job
- View the information imported from the ATS at the top of the drawer to verify that it is the correct person.
- In the Hire into existing open job, select the open job that you want the employee to fill.
- If availible, the start date set in your ATS will be imported. You can keep the imported date or update it.
- You can also set the Org announce date, which is the day that the new hire will appear on the org chart and across ChartHop.
- Click Save to save the match. They will now no longer show up in the New Hire Management page. You can now view the person by going to their job within ChartHop.
Sometimes hired candidates don't always work out or people are accidentally marked hired in the ATS.
If this happens and the person was not automatically matched to an Open Job, you can remove the new hire from the New Hire Management Page:
- Find the person in the table and click Match to job
- Click [-] Remove person in the bottom right corner.
- Confirm that you want to remove the person.
If this happens and the person was automatically matched to an Open Job, you can remove the person on the Job History tab of the Profile:
- Go to the Person's profile and go to the Job History tab
- Click the three dots next to "Started: Person name" and delete that change.
Roles: Owner | Technical Owner | Recruiting Editor
