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Welcome
Welcome to ChartHop documentation🚀
Available ChartHop packages
Getting Started
ChartHop Video Library
Navigating ChartHop
ChartHop terminology
Markdown formatting
Filtering data
Home page
Visualizing your organization
Org Chart
Map
Data Sheet
Employee Profiles
Setting up ChartHop
Creating your ChartHop org
Importing spreadsheet data
Configuring your Org settings
User management
Permissions and security
Creating and managing groups
Customizing ChartHop
Forms
Fields
Customizing employee profiles
Document templates
ChartHop apps and bundles
ChartHop apps
ChartHop bundles
Performance management
Performance reviews
Org management
About org management
Working with jobs
Working with people
Working with job history
Announcing org changes
Planning
Scenarios
Headcount planning
Compensation reviews
Legacy compensation reviews
Compensation bands
Viewing your people data
ChartHop reports
Partners
Sequoia getting started
Accessing ChartHop as a Sequoia customer
ChartHop first run guide for Sequoia customers
ChartHop features available to Sequoia customers
Troubleshooting common sync errors
Developers
ChartHop connect
Developer basics
Events
Syncing data to/from ChartHop
Resources
ChartHop Standard Terms and Conditions
ChartHop Basic Agreement
Data Processing Addendum
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Security statement
Subprocessors
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Org Chart

Packages: Basic | Standard | Premium

After you have uploaded your employee roster and historical data to ChartHop, you can use the Org Chart to navigate parts of your organization that include its departments, teams, and employee profiles.

The Org Chart view defaults to Primary, which displays the current state of your org. In the top left corner, ChartHop users with the appropriate permissions can view scenarios from the Scenario dropdown menu. Learn more.

The top left corner also displays the total number of people and open jobs in your org. Open jobs are included in the total regardless of their recruiting status.

Primary view on the Org Chart
Primary view on the Org Chart

Adjusting the view

From the lower left corner, you can zoom in and out or change the orientation of the Org Chart. You can also adjust the view with your mouse or trackpad.

Control

Description

Orientation

Change the orientation from vertical to horizontal by selecting the corresponding icon.

Zoom

Select the Plus (+) or Minus (-) icons to zoom in or out. You can also enter a specific zoom percentage.



When you zoom in on the Org Chart, people cards are dynamically shown or hidden based on where you are in the organization structure.

Reset view

Select Reset view to return to the default view.

ChartHop intelligently abbreviates job titles in the Org Chart when you zoom in or resize your browser window. For example, "Senior Vice President" becomes "SVP".

Using the expansion arrows

Depending on the size of your org, you may not be able to fit all employees on the screen at once. When this happens, you can use the expansion arrows to navigate. Select an expansion arrow to view the department or team below an employee (for example, a reporting line under a manager).

Hover your cursor over an expansion arrow to preview the employees and jobs underneath it.

Select or hover over expansion arrows in the Org Chart.
Select or hover over expansion arrows in the Org Chart.

Searching the Org Chart

Use the search box in the upper right corner to search for jobs, people, or groups. To view an open role or a person's profile, enter the job title, and the results appear as you type. To locate a person, enter their name and click it to load their profile.

Viewing departments or employees

Select a manager to view only their team and its direct reports.

Double-click any card in the Org Chart to view the employee profile information for that employee. The data you see depends on your permissions.

Viewing the Org Chart over time

You can use the date slider at the top of the page to view the Org Chart as it was in the past, or as it will appear in the future when new hires join your organization. Select the date and then select Today to return to today's date. Bookmark this view to save an always-current snapshot of your ChartHop org.

Using the Visualize menu

With the Visualize menu, you can highlight specific parts of your ChartHop org.

Based on the attribute you choose, employee cards display color-coded labels. For example, if you select Department, each employee's department is displayed.

Visualize departments on the Org Chart page
Visualize departments on the Org Chart page
Updated 05 Dec 2022
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TABLE OF CONTENTS
Adjusting the view
Using the expansion arrows
Searching the Org Chart
Viewing departments or employees
Viewing the Org Chart over time
Using the Visualize menu