People Ops Admin (no comp data)

The People Ops Admin (no comp data) 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 except 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.

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:

Sending out Engagement surveys and monitoring the results
Onboarding and offboarding employees

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

People Ops Manager
Head of People Ops

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 their own compensation data and personal data.

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, except for 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, but not 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 sensitive data changes, excluding compensation changes.
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, except compensation historical data Can make changes to job history, including deleting previous changes, except for compensation history
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 | Headcount Planning | Compensation Reviews | Performance | Engagement