ChartHop for Administrators
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User access controls
Built-in Roles

Org editor

The Org editor role should be given to employees in your organization responsible forĀ making organizational updates such as adding or terminating employees, making compensation changes, updating personal information for employees, and organizing your employees by department, compensation band, or other groups.Ā 

One with the Org editor role can perform job and people actions on general pages such as the Org Chart, Data Sheet, and Employee Profile pages. The Org editor also has access to the following data-related administration pages: Groups, Compensation Bands, Import Spreadsheet data, and Sync history.

Sensitive data access is also granted with this role. Those with the Org editor role have access to all sensitive data.

Grant the Org editor role to those in your organization that you want to have permission to edit employee data but are not responsible for larger people operations tasks such as starting a company compensation or performance review.Ā 

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Typical ChartHop responsibilities for someone with this role:

  • Managing headcount plans and jobs, including merging scenario proposals into your primary org data
  • Employee data management
  • Creating and sharing dashboards

Common organization titles for users who need the Org editor access role:

  • C-suite
  • Chief Finance Officer
  • VP of HR

The tables below list how users with this role can use the respective pages. If a page is not listed, the role does not grant access to that page.

Sensitive data

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ChartHop feature

Capabilities

Sensitive data access

  • Can view their own compensation data and personal data.
  • Can view all compensation data, personal information, and all other sensitive data.

View as

  • Can view ChartHop as another user to verify what they can view and access.

Employee pages

ChartHop feature

Capabilities

Org Chart

  • Can add or delete data about jobs or people, including making job transfers, terminations, and new jobs.Ā 
  • Can edit sensitive data in employee profile pages, including compensation.

Data Sheet

  • Can create custom views of the Data Sheet.
  • Can share views.
  • Can add or delete data about jobs or people, including making job transfers, terminations, and new jobs.Ā 
  • Can edit sensitive data, including compensation.

Map

  • Can edit their own location and the location data of others.

Home page

  • Can view all public information.Ā 
  • Can view and complete their own tasks.

Dashboards

  • Can create dashboards.
  • Can view dashboards that have been shared with them.

Scenarios

  • Can create scenarios.
  • Can view scenarios that have been shared with them.
  • Can merge a scenario to the primary org.
  • Can see all sensitive data changes, including job changes and compensation.

Employee profiles

  • View other's public information.
  • Edit their own information.
  • Can edit othersā€™ information, including job history.

Comp reviews

  • Can create compensation reviews.
  • Can be assigned to be an approver or reviewer of a compensation review.

History

  • Can view, filter and export historical data.
  • Can make changes to job history, including deleting previous changes

Administration pages

ChartHop Page

Available actions

Groups

  • Can create new groups, departments, and teams and place employees in those groups.

Compensation bands

  • Can import and update compensation bands for the organization.

Import spreadsheet data

  • Can import employee data by using a spreadsheet. Spreadsheet imports can include adding new employees, changing information for existing employees, adding open jobs, organizational history info, and financial information such as equity and compensation changes.

Sync history

  • Can monitor the sync history page to view job data flow from ChartHop to an organizationā€™s applicant tracking system (ATS).
  • Can rerun data syncs.
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Updated 19 Dec 2023
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