People Ops Admin

the people ops admin role should be given to employees in your organization responsible for making organizational updates such as adding or terminating employees, and configuring and monitoring organizational processes, like performance reviews, engagement surveys, and compensation review cycles the people ops admin role has access to all sensitive data including compensation, with the ability to edit and make permanent changes to the primary environment this role has the ability to configure and manage fields, forms, categories, profile tabs, and actions, among others this role does not have access to change user permissions, configure integrations, or alter organization wide settings for most organizations, this role should be the most commonly used administrator role 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 sending out engagement surveys and monitoring the results common organization titles for users who need the org editor access role head of people ops chief finance officer vp of hr the tables below list how users with this role can use the respective pages 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 and edit their own compensation data and personal data can view and edit 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 fields can create, edit, update, and delete custom fields can override charthop built in fields can hide/unhide fields groups can create and manage new groups, departments, and teams can assign employees to 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 packages basic basic | | headcount planning headcount planning | compensation reviews compensation reviews | performance performance | engagement engagement