The Org editor role should be given to employees in your organization responsible for 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.
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.
All roles have standard access, which includes the following:
- Access to all non-administrative functions of ChartHop, including scenarios and reports.
- Ability to view their own compensation data and the compensation data of those who report to them.
- Can edit or hide their own personal data.
Data sharing rules apply to all users regardless of role. Owners of artifacts like scenarios, reports, compensation reviews, and forms can restrict access to the respective artifact by person or filter.
You can apply a filter to this role to have it apply to a subset of users; for example, all managers within a department or only HR leaders in a specific location.
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 reports
Common organization titles for users who need the Org editor access role:
- 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.
Only users with sensitive data access can view future-dated org changes, such as unannounced promotions.
Sensitive data access
Import spreadsheet data