ChartHop for Administrators
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User access controls
Built-in Roles

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.

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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

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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.Ā 
  • 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 view others' public information.
  • Can edit 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.

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 organizationā€™s applicant tracking system (ATS).
  • Can rerun data syncs.
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