 by pressing Ctrl+K (PC) or Command-K (Mac).

Create a scenario

Propose changes in a scenario

Collaborating in a scenario

Editing settings for a scenario

Submit an approval request for a scenario

Monitoring your scenario in review

Reassign an approver for a scenario

Reviewing an approval request for a scenario

Merging a scenario

Combining scenarios

Exporting from a scenario

Deleting a scenario

Scenarios

Creating new jobs in a scenario

Editing jobs in a scenario

Working with open jobs in a scenario

Updating current jobs in a scenario

Headcount planning

Creating a new compensation review

Setting up a compensation review

Managing a compensation review

Concluding a compensation review

Compensation reviews owner FAQs

Participating in a compensation review

Compensation reviews

Using the Compensation bands wizard

Connecting bands to jobs

Updating compensation bands

Retire compensation bands

Troubleshooting compensation bands

Compensation bands

Planning

Viewing sync history

Viewing sync details

Troubleshooting app syncs

Sync history

Add new people to ChartHop

Update your current organization 

Update your organization history

Importing historical data

Add or update equity data

Add or update a hiring plan

Create a spreadsheet template

Spreadsheet import examples

Importing spreadsheet data

Editing employee profiles

Managing employee data

Working with custom reports

Types of charts you can add to a report

Configuring charts in your report

Filtering data in a report

Sharing a report

Duplicate, export, or delete a report

Creating reports and analytics

About org management

Terminate a person

Move a person to a new job

Rehire a person

Add a new person to your org

Working with people

Add a new open job

Create a backfill for a job

Edit jobs

Fill an open job

Working with jobs

History page

Edit job changes

Undo job changes

Working with job history

Announcing org changes

Creating effective dates

Viewing effective dates

Updating effective dates

Effective dating

Managing people and jobs

Create a review

Select a form for the review

Add people to a review

Customize the notification message

Review and send the form

Adding forms to a review

Managing forms in a review

Monitoring tasks in a review

Collaborating in a review

Closing a review

Export submitted forms in a review

Viewing review data in ChartHop

Performance reviews

Working with the Fields page

Working with custom fields

Working with data categories

Requiring fields when opening jobs

Job matching for payroll syncs

Working with fields

Creating a form

Building a form

Configuring a form

Previewing a form

Activating a form

Managing a form

Building forms

Creating custom profile tabs

Updating custom profile tabs

Deleting custom profile tabs

Customizing employee profiles

Building custom forms, fields, and tabs

Using Carrot to reference org data

Example Templates

Creating templates

Preview a template

Update a template

Deleting templates

Generating PDF documents

PDF document templates

Managing tasks

ChartHop for Administrators

ChartHop Premium: You can work with ChartHop implementation services to customize what is synced.

data-mapping

note

Transform Type refers to the logic employed when copying data from the source field to the target.

note-tranform-type

Package_Premium

Managing proposed changes in a scenario

Importing changes into a scenario

ChartHop documentation

ChartHop Docs

ChartHop Help Center

ChartHop Video Library

ChartHop terminology

Markdown formatting

Filtering data

Hiding sensitive data

Navigating ChartHop

Home page

Export your Org Chart to slides

Embed your Org Chart on a webpage

Org Chart

Editing data in the Data Sheet

Creating Data Sheet views

Syncing Data Sheet views to a spreadsheet

Exporting data from the Data Sheet

Data Sheet

Viewing employee profiles

Employee Profiles

Getting around in ChartHop

Signing in to ChartHop for the first time

View your profile information

Control what people see on your profile

Set your work location

Update your org profile image

Customize your employee profile

Complete tasks and forms

Give a Shoutout

Change your password

Edit your user settings

Sync your calendar with ChartHop

ChartHop for Employees

ChartHop implementation overview

Syncing your payroll system

Syncing your hiring plan 

Import payroll data for ChartHop Basic

Syncing data via an SFTP server

Creating your ChartHop org

Configuring general settings

Enabling approvals

Managing Currencies and costs

Customizing a welcome email

Creating Home page announcements

Configuring SSO options

Setting up Stock valuations

Configuring your Org settings

Inviting users

Adding a user

Assigning roles 

View as another user

Removing users

Revoking user sessions

Editing user information

User management settings

Inviting users and setting permissions

Key Concepts: Role-based Access

Defining a custom permission

Defining a custom role

Built-in Roles

Controlling sensitive data

User access controls

Group details

Group names and aliases

Departments

Teams

Locations

Bands

Job codes

Creating and managing groups

ChartHop apps

ChartHop bundles

Integrations and bundles

Implementing ChartHop

Built-in Carrot filters

Getting started with Carrot

Carrot reference