People Ops Admin (no sensitive data)

the people ops admin (no sensitive data) role should be given to employees in your organization responsible for configuring and monitoring organizational processes, like performance reviews, engagement surveys, and compensation review cycles the people ops admin role has access to configure and manage fields, forms, categories, compensation reviews, profile tabs, and actions, among others this role does not have access to see sensitive data, 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 sending out engagement surveys and monitoring the results configuring and monitoring a performance review cycle or compensation review cycle common organization titles for users who need the org editor access role people ops manager people ops associate hr associate 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 view as can view charthop as another user to verify what they can view and access employee pages charthop feature capabilities org chart can view and filter data sheet can create custom views can share views cannot edit any data other than their own personal information map can edit their own location 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 employee profiles can v iew others' public information can e dit their own personal information set what information of theirs that others can see can view compensation data for those in their reporting line can view manager shared forms that are part of the profile, such as 1 1 forms 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 org public historical data and other historical data they otherwise have access to (i e personal historical data and historical data for those in their reporting line) cannot make any changes files & signatures can view and edit the name and access of files that they already have access to can sent and cancel requests for signatures of files that they already have access to 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 compensation bands can import and update compensation bands for the organization import spreadsheet data no access 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