Profile Tabs

how to configure profile tabs in charthop profile tabs allow you to create custom views on employee profiles to display important information like performance reviews, compensation history, or any other data you want to track this guide walks through the complete setup process getting started navigate to admin > profile tab configuration to begin creating your custom profile tab step 1 create your tab click to create a new tab and give it a meaningful name like "performance" or whatever best describes the information you'll be displaying this name will appear as a tab on employee profiles step 2 add columns add the columns you want to display in your tab these will organize the information shown to users viewing the profile step 3 configure sensitivity settings sensitivity settings control who can view this profile tab our recommended starting point is to allow the person and their managers to view the tab, but you can customize this based on your organization's needs standard sensitivity settings for most use cases, you can use the built in sensitivity options to control access by role or relationship to the employee custom sensitivity for forms with share settings if you're displaying forms that have their own share settings, you'll need to use the custom sensitivity dropdown with the following filter target proxyreviewer=me or target managers=me or target=me this filter ensures that the employee can view their own information (target=me) the employee's managers can view it (target managers=me) anyone filling out a form on behalf of the employee can view it (target proxyreviewer=me) you can adjust these permissions at any time as your needs change step 4 choose your content type profile tabs can display three types of content form response history (recommended) this option displays historical responses from specific forms, making it ideal for tracking performance reviews, feedback, or any recurring form submissions this is the recommended approach for most use cases field history use this option when you want to show changes to specific fields over time rather than complete form submissions select the applicable fields you want to track in the field history section static content with markdown you can use markdown formatting to display static information or create custom layouts within your profile tab tips for success start with high sensitivity settings and refine / broaden them based on feedback and testing from your team use clear, descriptive names for your tabs that make it obvious what information they contain test your configuration by viewing it from different user perspectives (as an employee, as a manager, etc ) remember that you can always come back to admin > profile tab configuration to modify your settings