ChartHop for Administrators
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User access controls
Built-in Roles

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.




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



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

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.




Updated 23 Jan 2024
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