Org editor

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 dashboards 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, dashboards, 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 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 only users with sensitive data access can view future dated org changes, such as unannounced promotions and so on 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 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 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 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 others’ 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 files & signatures can view and edit the name and access of files can sent and cancel requests for signatures 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 organization’s applicant tracking system (ats) can rerun data syncs p ackages basic basic | | headcount planning headcount planning | compensation reviews compensation reviews | performance performance | engagement engagement