Release notes
2025 10 06 π new! new! configuring the home page docid 3bbprw egbg1yxia0fl0c logos and colors in the header released for all organization form responses docid\ qbdlka yzjmozhsqlfw k added one click "create as dashboard" button to form responses in forms, surveys & reviews form responses docid\ qbdlka yzjmozhsqlfw k added "copy to dashboard" button for built in charts within in forms, surveys & reviews pdf document templates users can now upload existing pdfs directly as templates for signatures copy all data + headers within comp reviews added "copy all data + headers" button to workbooks within comp reviews signature title option added option to exclude job titles from signatures β fixed fixed fixed incorrect chart graphs in dashboard exports fixed inability to scroll through employee list when changing managers on data sheet fixed display issue with uneditbale fields in custom tab of people dialog fixed percentage and money formatting for smart calculations in the data sheet fixed overlapping text when submitting large numbers of changes on the data sheet fixed "today" in the data sheet not pulling data and the all time view not saving fixed time off policy guidelines only being visible to owners and admins fixed missing form data in review task list 2025 10 01 π new! new! ats integration enhancement added ability to default all jobs coming from ats inbound syncs to manager shared visibility rather than organization wide, giving better control over job posting visibility translation coverage increased translation of data sheet fields, calendar views, and profile sections for improved international user experience time off policy display removed unlimited balance indicators from employee facing interfaces for unlimited time off policies, allowing organizations to customize messaging through policy display names β fixed fixed fixed grants dropping off unexpectedly from equity profile charts before actual vesting completion dates updated custom field mapping for deel integrations balance adjustment screens show accurate previous values when using effective dates other than today 2025 09 23 π new! new! newly redesigned inviting users docid\ geko2l3unetwyidsysjfg and managing users docid\ ujhzc5s2myr mpfvcw aj added ability to request time off for admins docid\ yxukgcuu6tev3qgelyyxs in increments as low as one hour β fixed fixed clicking twice would sent duplicate taks in reviews and surveys 2025 09 16 π new! new! ask charthop an ai first experience with ask charthop prominently displayed on the homepage, complete with suggested prompts for quick access to ai assistance preview images in file preview image files now display as previews alongside pdf task type labels added a column for task type on the managing tasks docid\ augk05iqto acrgcmff60 and throughout the platform (e g , "submit form" instead of generic labels) startdatelifetime docid\ a1 ef8jyh0spf5w8u0nqq a new startdatelifetime field captures the very first hire date for employees who may been rehired nps() docid 04iepdcqz22lumwt6yoq added nps() method in cql for simpler employee net promoter score calculations file upload names original filenames are now preserved when uploading files to custom fields instead of being renamed added ability to edit home email for preboarding users β fixed fixed issue where scheduled actions were triggering duplicate notifications 2025 08 26 π new! new! show miscellaneous option in files dropdown show files that are not attached to a field 2025 08 19 π new! new! managing tasks docid\ augk05iqto acrgcmff60 pending tasks for form submissions, signature, time off request and general tasks can now be reassigned both within a survey or review or on the general tasks page time off for employees docid\ y6xnkagvcydownxdbfuvt for employees employees can now edit their own future time off requests, automatically triggering re approval workflow when needed enhanced search main search bar now supports searching by first name, preferred name, last name, middle name, and email for improved employee discovery onboarding & offboarding built in categories categorize fields and actions with built in categories for onboarding and offboarding automated actions docid 6k2uhp22mlgnhaovzq0yx apply a categories docid\ tpkhvexrov1c9jv2x6vdv to automated actions docid 6k2uhp22mlgnhaovzq0yx which will then translate to tasks created by those actions automated actions docid 6k2uhp22mlgnhaovzq0yx is now available to all customers previously it was only available to our charthop hris customers ai summaries docid\ n7l6ftd6wh1vlu9oxfb y are out of beta and generally available they still must be turned on in ai settings β fixed fixed issue where yes/no field values would briefly appear then disappear when set in data tables issue where clicking away from edited cells didn't always save changes for certain field types microsoft sso login issues resolved with a clearly loading state renamed field categories to categories open on org chart button didn't open to person on people data sheet 2025 08 12 π new! new! demo account integration users can populate accounts with sample data when trialing or using a self serve account time off policy display controls separate internal and employee facing policy names time off policy sorting customizable sorting for time off policies on profiles control time off policy display to employees added display name and guidelines fields for time off policies with employee visibility controls β fixed fixed any fields written in markdown in charthop will translate to html in your jobvite integration so job postings show as designed 2025 07 28 π new! new! change history functions new cql functions for retrieving job and person change history jobfieldchanges() docid\ zdzyou19mgdt iqttuzyx and personfieldchanges() docid\ hvugzzqmjwqoykwotx2ec policy year settings ui dropdown for setting policy year start dates adjustment management api create, update, delete endpoints for time off adjustments time off export filters policy, entry type, approval status filters time off policy bundles bundle policies for cross account installation holiday calendar bundles bundle calendars for sharing between accounts admin time off request editing admins can edit request dates and policiess files export screen export all files functionality for admin users β fixed fixed imported images from bamboo should no longer be blurry 2025 07 14 π new! new! balance page for time off for admins docid\ yxukgcuu6tev3qgelyyxs added search and filter to time off policies page time off for admins docid\ yxukgcuu6tev3qgelyyxs rounding for time off policies ability to filter on user events inside of automated actions docid 6k2uhp22mlgnhaovzq0yx for example user invite with a filter of event entity status\ preboarding β fixed fixed person update were throwing when they shouldn't have been fire both user create and user invite events when a user is both invited and created updated visibility note on unreleased forms an issue where signature options couldn't be disabled in forms an issue with mobile business cards added move a person to a new job docid\ kynbbhfassro fsj7bmsx option to job panel on data sheet issue with overflow of the data sheet docid\ xtd4dg4i 4 nmwjfesq0s right click menu improved loading on time off exports page issue with edit charts page not loading form names were not displaying for resubmit form tasks issue with exporting of data sheet icons shrinking on data sheet header announce data issue for rippling (licensed api only) docid\ mdbjw0ckcmtjauw1yv5r2 app installs 2025 07 11 π new! new! view time off balance details on policy and profile pages employees and admin can edit pending and approved time off requests added policy column on time off table added ability to create bundles and automatically share between sandbox and production accounts support for nested asof() expressions β fixed fixed total issued grants no longer include planned grants 2025 07 09 π new! new! new findtimeoff function now available β fixed fixed removal of indirect managers shows as expected on home page & people moves fixed average caluclations on data sheet small view pie charts now load correctly time tracked person fields now usable to generate tasks calendar count discrepancies for time off have been fixed empty space in some dashboard formatting removed 2025 07 02 π new! new! hover on data sheet shows "other" signifier if more than ten options are listed added screenshot mode on org chart option to remove light gray background and pto information when taking screenshots org option for time off added to enable showing time off more than 30 days out 2025 07 01 π new! new! new financial settings to set rounding parameters for field types across application β fixed fixed rounding in letter templates consistently matches comp reviews 2025 06 30 π new! new! customers can now create bundles each individual can now see ai chat history scenario comments can be edited & deleted scenario comments can be added post merge β fixed fixed past approval chains show the correct person from approval, even if they have departed the company or changed roles 2025 06 23 π new! new! allow for customizable turnover function to calculate using monthly averages ai chat ui updates multi language options and finch integrations are now in beta 2025 06 13 π new! new! allow for `intervalfrom` and `intervaluntil` to be read in a content block copy charts to another dashboard easily see percentage used of each budget in comp reviews paused comp reviews will show managers a read only state of the review added button to remove sort order on new data sheet allowed view only access to forms, reviews and surveys if you have forms, review or survey data, but do not have access in your plan announce date is now supported in csv imports & syncs for departures & hires β fixed fixed more easily drag & drop charts to rearrange a dashboard an issue where charts weren't showing the "none" totals even when checked group images not appearing on initial load of new data sheet an issue where the date picker was being cut off on the new data sheet editing of phone and email on the new data sheet blocked duplicate columns from being added on the new data sheet an issue where forms that were "identified" and about "no one specifically" would allow you to hide the identity of the respondent the proper way to do this is a anonymous and de identified surveys & forms docid\ kexbckk0plhmifv1npcqf 2025 06 10 π new! new! dayofweek() docid\ tbktqgp6qjlkkeewk 10n added as a new carrot function to return the day of the week for a given dates the managers docid\ pup93f 7bcs0fsqn19sj field can be selected to be used in de identified surveys data sheet (new) docid 64tkpf4i0muwo400tirzm allows you to open files without downloading them β fixed fixed an issue where the new data sheet would require two clicks to open an issue where the new data sheet where adding columns would distort the layout an issue where the new data sheet where pressing delete wouldn't initiate edit mode 2025 06 09 π new! new! you can now unlock access to all of our apps and integrations that are in alpha with the toggle "alpha apps and integrations" this gives customers early access to in development integrations to bring more data into charthop! a new table in the tasks tab within reviews and surveys added support for rich text editing on the new data sheet β fixed fixed an issue with the loading of tasks and displaying dates on the home page incorrect due dates displaying on tasks on the home page a display issue with field category groupings 2025 06 04 π new! new! users without access to a job's compensation can now submit scenarios for approval, while maintaining data access rules & not revealing compensation β fixed fixed ability to delete groups if a child group had previously been deleted ability to create and delete a group on the same day 2025 06 03 π new! new! multiple signatures now supported in documents β fixed fixed resolved issue with options being reset when trying to change colors and labels in chart editor weeks per year and hours per week are editable in the base field on data sheet comp bands are now editable on the new data sheet v2 groups (department, custom groups, etc) are editable in data sheet v2 departed employees who are collaborators in comp reviews now get removed fixed ui issue with date picker in edit job modal 2025 05 28 π new! new! added ability to compare 2 scenarios on the impact tab to see financials, headcount, and more side by side β fixed fixed added validation for dashboards labels to prevent odd display issues with duplicate labels columns and headers alignment fix for data sheet v2 (in beta) time off requests where an employee reports to an open job now get routed to their skip level manager 2025 05 20 β fixed fixed made home page task loading more reliable π new! new! welcome emails can now be customized with carrot reference docid\ fl emyhb9f8nzl2vza9fq added ai settings page added module settings page lattice app alpha release password reset email updated π± updated! updated! ios version of charthop mobile app updated restored ai chat feature (if enabled) improved session token timeout so that active sessions will extend time window previously, every 30 days regardless of activity, the mobile app required a login now, active sessions will extend the requirement 30 days this means active use will prevent app from requiring frequent logins android app will be updated shortly 2025 04 29 β fixed fixed basecomp lastraise percent field now takes into account any and all base increases whether they're isolated or attached to a job change form surveys now allow a new task to be sent after a user skips the original task fixed issue with filtering by groups on form responses ui tweak to allow editing nps charts in dashboards variabletarget now editable in new data sheet filters on org changes history export now apply when exporting restriction on uploading single select values removed comp bands importer π new! new! time off policies now support half days task name can now be edited when creating actions 2025 01 13 π new! new! native mobile charthop app now available for download great companion app for charthop users charthop mobile app docid\ tcrb vpbsj99cmlsxv8n3 for quick contact info on the go app store links iphone https //apps apple com/us/app/charthop directory/id6717590153 https //apps apple com/us/app/charthop directory/id6717590153 android https //play google com/store/apps/details?id=com charthop mobile\&pcampaignid=web share https //play google com/store/apps/details?id=com charthop mobile\&pcampaignid=web share 2025 01 08 β fixed fixed greenhouse app settings ui has been updated for clarity the language changed from source of truth to inbound/outbound reduced complexity with options that now simply show or hide depending on if they are valid 2024 12 19 π added added allow viewers to download form responses as a pdf when enabled, anyone who can view the form responses such as the person , manager , or admins will see a download button and will be able to create a pdf of that individual form response request half days in time off when requesting time off, a new checkbox option to make the day a half day now appears emojis are now an option to use in calendar titles now calendars can be customized with a color and an emoji as part of the title β fixed fixed terminate & backfill workflow now creates backfill immediately when a user submits a scenario via terminate & backfill , the requested backfill will default to the create date of today , and be created immediately no matter the end date of the termed employee 2024 12 16 π added added scenarios list table now shows the next approver in the chain for each scenario when looking at the planning list table of scenarios , a new column is there to show who the next approver is in the chain 2024 12 12 π added added approvals can now include all managers in the chain when setting up an approval stage, the stage approvers option includes a new selection this stage represents which defaults to a single stage the other new option is the one multiple stages, one per manager in the manager chain selecting this will automatically create one stage per manager relative to the requester's hierarchy in the organization approvers can edit scenarios during their approval phase when a scenario is submitted for approval , the approver(s) whose turn it is to review and approve/reject the scenario can now edit the scenario once they approve/reject the scenario is then locked again and can no longer edit 2024 12 06 π added added heatmap color scales now available in dashboard tables when configuring a (non timeseries) table in dashboards, you have new configuration options to show a color on the scale you can also customize the colors as well as the min and max values to highlight 2024 12 04 π new! new! introducing a new primary view in charthop, the calendar docid\ a9vuazhm4xlw3tiaq4mmy includes events such as birthdays , work anniversaries set up holiday calendars for different countries/regions specific modules will bring in new types of events for calendar including comp review cycles with the comp review module performance review cycles with the performance module custom calendars and time off with hris 2024 10 28 π added added forms can now be approved or released in bulk with approve all form responses will move all responses from awaiting approval > approved/awaiting release release all form responses will move all responses from awaiting release > released in admin > org changes history new capabilities including org changes history table select a date range edit and delete moved to icons on the right side of the row updated visual design & field picker export aligned export format to recently updated data sheet and cross platform csv export formatting added and clarified the change detail columns that will appear in the export 2024 10 22 π added added in data sheet , jobs and people tabs now work with date range filters including day, range presets, and custom ranges 2024 09 13 β fixed fixed saved filters that are relative in nature, now show data relative to the viewer when data sharing full is applied for example, when sharing a dashboard using data sharing full with a chart featuring headcount by ethnicity (by default ethnicity is normally visible) and the saved filter is "under\ me" the viewer will see the ethncity data in the chart as it relates to their employees that report to them 2024 08 08 π s s ecurity update ecurity update for users with access to multiple charthop accounts , each account will require independent authentication when switching accounts this includes users with access to a sandbox test account for their organization once authenticated, tokens will last for multiple sessions as set on that account for fast switching convenience 2024 07 22 π added added in performance reviews and engagement surveys , the participation tracking graph has been updated a single graph displaying the statuses and lists of all participants instead of previous two separate graphs it will display a single percentage that represent the % of people that have reached the βcompletedβ state the βcompletedβ state will vary depending on the form setup these include skipped , done (if it was just submitted), approved (if that is the final state), or released new statuses reflect the next step in a form workflow awaiting approval the form has been submitted, but not approved awaiting release the next step in the workflow is a release after a submission or approval new built in smart bucket manager or ic this is particularly helpful for engagement survey reporting it splits the jobs in an org into managers and ic using is\ manager is\ manager is\ ic is\ ic 2024 07 18 π added added updated apps management experience so that every active app that is syncing now has its own dedicated sync history tab 2024 07 09 π added added updated filter experience in sync history with two updates filters in sync history are maintained after you navigate to details and return to the list you can now send a link with any filters in the syncs updated ats syncs with greenhouse , lever , or jobvite so that you can specify the announce date for new hires 2024 06 05 π added added updated reviews and surveys with sheet and individual views for form responses three new ways to view form responses summary automatically generate a summary with every form based on submissions look at the form responses in the same order as the questions, with preconfigured response types to match the type of question for instance, single select type of questions result in a chart showing popularity of answers, whereas short text type of questions result in a table of responses with optional ai summary sheet view the responses in a data sheet like view to scan across all the answers more quickly for a great compatitive view individual dive into an individual form response to look at their answers as a complete submission π added added updated data sharing access types for scenarios including three new types standard data access the user will only see changes within that scenario that they would be able to see within the current organization (non scenario), given their access role limited data access the user will only see changes for jobs or people below them in the org chart they cannot view or edit scenario changes above them or outside their reporting line, regardless of their regular charthop access role limited editors cannot view the total cost summary full data access overrides the individual's current user permissions, allowing them full access to all the changes to data in the scenario, which could potentially include sensitive information (such as compensation) depending on their charthop access role it is recommended to only assign those permissions to individuals who regularly have access to highly sensitive information 2024 05 24 β fixed fixed org chart exports have been updated with four improvements no longer showing departments or groups with zero headcount in summary table removed redundant color legend slide (previously followed the summary table) magnification/zoom level is now more consistent across slides removed tendency to show ceo on slides when leader of the department/group wasn't the ceo 2024 05 17 π added added expanded form options include mobile compatible standalone format and ability to configure form display name 2024 05 16 π added added new core views page in admin to configure default views for org chart , data sheet , and map 2024 05 13 π added added can now schedule actions to run on specific months (for example, every 3 jan, april, july, and october) 2024 05 03 π added added improved send form workflow within engagement surveys and performance reviews including ability to select to send forms via email or slack 2024 04 22 π added added in org chart , improved default organization of fields in visualize dropdown to highlight most popular options at the top customize which fields are highlighted and visible in visualize dropdown 2024 04 17 π added added visualize multiple fields in org chart (up to 3) 2024 04 11 π added added new configuration options for home page ( in admin) with options to select or remove elements like calendar, people moves, etc 2024 04 05 π added added default notification format now with all org option option to send forms to email or slack when sending via an action 2024 04 03 π added added automatically generated form response summaries now with support for all question types 2024 04 02 π added added roles & permissions page now with improved design 2024 03 25 π added added 3 new single change workflows , aka simple workflows , added to scenarios for headcount planning and hris modules create job add a new job to your organization update job edit details on any existing job in your organization terminate and backfill submit termination details and optionally request a backfill 2024 03 17 π added added hris module is now available for purchase hris is the 5th charthop module that works seamlessly with headcount planning, compensation reviews, performance reviews, and engagement the hris module includes configure onboarding and onboarding workflows with custom forms, tasks, and messages new onboarding and offboarding views under people ops tools track onboarding and offboarding progress from employee profiles create and share employee resource pages for the whole company to access option to limit to specific employees, departments, and groups with private option manage time off with configurable request workflows and display whoβs out on the dynamic calendar view review, approve, and reject time off requests directly in slack sync payroll information from charthop to your payroll system with a two way sync option for adp workforce now 2024 03 08 π added added expanded options for recipients of actions including onboarding buddies , peer reviewers , recruiters , specific people , and any other custom option 2024 02 21 π added added tasks page is now available on the profile as a profile tab this provides more visibility into current and past tasks including state like pending, completed, or skipped 2024 02 16 π added added fields table in the data model > fields view has been upgraded with many new features it is more performant and with a refined ux including resizable columns, sort options, field types visible, and much more 2024 02 07 π added added build in fields are now configurable to tailor them to your organization including changing name , category , description , and sensitivity type 2024 02 01 π added added field types are now enhanced with icons to improve findability and user experience these icons appear in create/edit field workflows and when adding questions to forms ability to tag or reference another person with an @ symbol through the charthop platform just start typing @ in a text editor and option to select a person will appear that tag then creates a link to that person's profile form response summaries are now available in forms , reviews , and surveys charthop will now automatically create a summary for a form, ordering responses in the same sequence as the form was designed, and generating charts to look at aggregate data for most types 2024 01 25 π added added automated actions now include ability to set custom subject lines for emails 2024 01 22 π added added new navigation and organization for the charthop app including updated and redesigned left sidebar menu with improved organization of charthop capabilities and options updated top utility bar with company logo, breadcrumb navigation, global search, and buttons to access help, notification center, hide sensitive information filter, and user settings new quick help options include ask ai option, quick links contextual to page user is on, and quick links to help center and carrot (cql) reference detailed information about the new navigation found here https //docs charthop com/navigating charthop 2023 12 19 π added added reports is now called dashboards in the charthop navigation and throughout the app surveys now have a dedicated page within charthop called engagement and no longer share the same page with reviews it is also possible to move any current or historic surveys to engagement for better organization 2023 12 07 π added added the adp data connector app is now available for all customers connect your adp workforce now instance to charthop in a matter of minutes the workday reports app is now available for all customers charthop can ingest people and job data from a configured workday report , to make data integration easier than ever the backfillfor field now behaves the same way that an automatic backfill behaves, when looking at job history now, if a new job is created as a backfill for an old job, the job history for the old job will show up in the job history of the new job, so charthop users can see the history of the job over time 2023 12 06 π added added carta app now supported in sync history e trade app now supported in sync history 2023 11 17 π added added support for forms to use some of the built in person fields like gender , ethnicity , birth date and more 2023 11 13 π added added custom mapping to department and office fields now supported in greehouse sync 2023 11 09 π added added two variations for the built in role , people ops admin people ops admin (no comp data) people ops admin (no sensistive data) 2023 11 01 π added added sftp now supported in sync history new built in role , people ops admin, which is an admin level role with access to sensitive data and workflow management β fixed fixed syncing profile images with slack now more reliable 2023 10 25 π added added ability to access profiles of departed employees 2023 10 23 π added added ability to uninstall bundles including ability to uninstall associated fields as part of the uninstall process 2023 10 13 β fixed fixed bug fixed with filters when selecting field category, it now generates the correct selectable list to choose from 2023 10 12 π added added updated forms and reports tables 2023 10 10 β fixed fixed bug fixed with images syncing from adp integration 2023 09 29 π added added ability to share reports , scenarios , and datasheets with departments and teams 2023 09 28 π added added updated tasks list on the home page added ability to add βsoftβ or βhardβ deadlines to a form within a review added ability to allow forms to be skipped within a review added new graph for monitoring progress within a review 2023 09 20 π added added view as now supports viewing as a person not yet invited to the organization 2023 09 19 π added added updated design of forms settings page so it is better organized and easier to understand 2023 09 18 π added added new scenarios view consolidates all scenarios into one unified, sortable table update includes new bulk actions for combining, archiving, unarchiving, and deleting 2023 09 14 π added added new scenario merge event that can be used to trigger actions , such as notifications, when a scenario is merged ability to close a form within a review 2023 04 25 π added added added error handling when selecting ineligible user to notify after approval added the "powered by carta" logo in the equity tab new carta app ui improvements updated sapling logo show collaborators in reviews/approver config panel performance improvements β fixed fixed bug fixed comp reviews status tag does not change color error for missing workdayid restore spacing between person and job title on the history page fixed issue with tabbing out of search box sets a "q" in the path resulting in a blank screen on refresh formatting improvements for rich text editor 2023 04 24 π added added new features added the ability to mark fields as "required" when opening and modifying jobs learn more https //docs charthop com/requiring fields when opening jobs added related comments to the email sent when a compensation review is rejected added the ability to select a fallback approver for scenarios in org settings β fixed fixed fixed an issue where multipliers werenβt showing when configuring compensation bands fixed an issue where the head of an org chart could not be edited in the job edit dialog fixed an issue where updates to persons would falsely validate required fields fixed an issue where required fields were not enforced for the department field ats app integrations fixed an issue where the currency and interval fields from lever would not map to the would not map to lever's compensationband object fixed an issue where the lever api failed when compensationband max had a value fixed an issue where patch requests to re open jobs were sent before deleting the opening in greenhouse fixed an issue where pre mapped jobs were transferred when matched to the job grouping criteria fixed an issue where newly generated req codes didnβt appear in confirmation emails fixed an issue where multiple openings were created when setting jobs to active status 2023 04 10 β fixed fixed fixed an issue where total compensation displayed the incorrect org currency in the compensation tab in the employee profile fixed an issue where all grants associated with an employee did not display in the personal history and equity grants tabs in the employee profile fixed an issue where interval and currency values were not sent successfully to outbound integrations when compensation bands were updated fixed an issue where the equity grants tab in the employee profile did not display the correct message when equity grants were not found fixed an issue where job history tabs did not render correctly 2023 03 27 π added added new features added the ability to export compensation information in multiple columns provides the ability to make more detailed bulk edit compensation changes with a spreadsheet upload changed the create and edit field dialogs to use checkboxes instead of sliders added the ability to view the slack id for charthop users in the data sheet can help troubleshoot which charthop users have slack ids or not added the ability to map compensation band information from an external system to fields in charthop scenarios added the ability to export comments from a scenario compensation reviews updated the comp reviews module to require typing the word βlaunchβ before confirming that you want to launch a compensation review β fixed fixed fixed an issue where exported data was not reflecting the same values as shown in the comp review page 2023 03 13 π added added new features added support for using variabletarget sub fields in csv uploads and custom field mapping added the basecompchanges field which returns a list of the changes to a jobβs base compensation over time in chronological order added the ability to set effective dates for retired bands added a new stock price rolling average org option to support the ability to configure the number of days used in the average stock price calculation org chart added improved color logic in the org chart to help with readability added the ability to omit sensitive data when exporting an org chart scenarios selecting a collaboratorβs photo in scenarios or compensation reviews opens sharing settings updated sharing options in scenarios to be parallel in both name and order compensation reviews updated the all reviews due date option to have the auto skip checkbox unchecked by default on the key dates tab added the ability to export comments from a compensation review cycle owners have been relabeled as "compensation review owner(s)β added the ability for reviewers and approvers to be able to reject skipped proposals β fixed fixed fixed an issue where exporting variabletarget from the data sheet with a variabletargetpercent would export the wrong variabletarget value fixed an issue where the save button would not activate in the edit job modal when hours per week, weeks per year, hourly, or base were changed fixed an issue where even though hoursperweek and weeksperyear existed in the spreadsheet import wizard, they couldnβt be used in uploads fixed an issue where stockgrants would return null when used in a template fixed an issue where smart default currencies were not properly set when importing employee data syncs with non us countries fixed an issue where basecomp or basecomp pay fields would not have the same display settings as their parent fields when set in compensation reviews or scenarios fixed an issue where ats outbound syncs would take longer to complete for non us clients 2023 02 27 π added added new features added the ability to enter an effective date when retiring compensation bands added the ability to edit start date at org startdateorg from the data sheet and through spreadsheet import added the ability to configure the number of days used to calculate average public stock price added the ability to edit planned start date startdateplanned through spreadsheet import and data sync added an option to export the org chart without employee names deselecting the new include employee names option when exporting removes employee names from exported slides added an option to export the org chart with sensitive data (for example, certain open jobs) the new include sensitive data option is selected by default when the sensitive data eye icon is toggled to visible when sensitive data is hidden, you must select the include sensitive data option to include sensitive data in the export added support for up to three linear approvers in scenario approvals (currently in beta) added ability for basic charthop customers to disable birthday and anniversary actions added option to display and configure the number of decimal places used in tooltip labels for charts added the ability to edit hours and weeks directly within the base basecomp field β fixed fixed fixed an issue where there was a discrepancy in calculations between stock valuation in org settings and in employee equity grant profile tabs 2023 02 13 π added added new features improved the error message that a user receives if a form wonβt load improved the naming convention for downloaded files to better indicate what is contained in the file reports (csv format) \[org name] \[chartname] \[timestamp] csv reports \[org name] \[reportname] \[timestamp] pptx org charts \[org name] \["org chart"] \[timestamp] pptx adjusted the table chart settings to include a more easily understood show total column option adjusted where missing location information is shown on the map page compensation reviews added support for a custom effective date for primary data used for a compensation review setting an effective date for primary data allows compensation review owners to control the date that employee data, including compensation and reporting structure, is used as a basis for a compensation review added the ability to manually skip a reviewer during a compensation review added the ability for reviewers and approvers to choose a different currency in budget visualizations for a compensation review β fixed fixed fixed an issue where users could not visualize the org chart by base salary fixed an issue where not all data was displaying for compensation bands 2023 01 31 π added added new features to better reflect current functionality, the delete compensation bands button has been renamed to retire compensation bands added support for reports to allow y axis ticks to include smart maximums and evenly spaced tick intervals added the ability for ats inbound job data syncs to fully process jobs without complete data compensation reviews added the new reviewer dropdown in the full team overview tab, which allows you to view all employee pods that a reviewer/approver is responsible for in a compensation review added support for the department, manager, reviewer and carrot filters to be applied to the budget visualizations on the full team overview tab carrot changed the startdate() function to update from the "planned" start date to the "actual" start date once the job has been filled changed the startdateorg() function to update from a "null" start date to the "actual" start date once the job has been filled updated the planned grant field by splitting it into three distinct fields planned grant planned grant (shares) planned grant (value) β fixed fixed fixed an issue in the greenhouse ats integration app where job codes matched using the 'group job openings' setting when "titleβ was set to βnoneβ would not create job openings under their respective matched jobs fixed an issue where the custom conversion rate would not allow any value above four characters in the currencies and costs tab of org settings fixed an issue where spreadsheets for bands with custom job levels were missing the βdeleteβ column in the job levels tab when exported fixed an issue where βbaseβ would not display for employees when selected from the visualize dropdown in the org chart fixed an issue where point markers were being incorrectly cropped in line and area charts fixed an issue where cloning a report with the ignore report filters option toggled on, would result in the new report having the feature toggled off fixed an issue where tier values couldnβt be duplicated between band tiers fixed an issue where job cards in powerpoints would not have any color applied to them when exporting an org chart to powerpoint if the highlight boxes option was set to the default value of "department and teamβ fixed an issue where text content in the compare field in reports could not be deleted fixed an issue where the about tab in employee profiles did not properly display start dates for upcoming new hires fixed an issue where comp band job groupings did not display in the same format they were uploaded in fixed an issue where creating new bands with previously used job level ids would result in errors fixed an issue where downloaded spreadsheet templates for bands with multipliers were missing their multipliers fixed an issue where band locations would not update when using the wizard fixed an issue where failed ats webhooks did not show error messages in the sync history page fixed an issue where org charts wouldnβt generate when applying filters to the embeddable org chart app 2023 01 17 π added added new features added the ability to edit the basecomp field so that users can update hourly and annual compensation from the same field when performing budget allocations in compensation reviews or in the data sheet compensation bands graphs have been updated to display band levels more clearly compensation reviews added the ability to automatically skip incomplete approvals and mark them as skipped after the all reviews due date passes this clears any remaining to dos for lower level approvers and allows final approvers to complete their final approval when the new skip incomplete reviews after due date option is selected, the all reviews due field is disabled automatically once a cycle has been launched to prevent changes from being made to prevent any errors, the final approvals due date cannot be edited after the compensation review has been launched to better align with its functionality, the send reminder option is available only from the cycle overview tab for compensation review owners added a more streamlined final approvals page for final approvers added the ability to use custom column header colors in the reviewer workbook integrations outbound error messages on the app sync history page have been updated to display more helpful and informative error messages added the ability for the workday adaptive planning app to automatically have access to all scenarios, compensation reviews, performance reviews, and headcount plans that are configured to be available for import in the app added support for multi select fields for custom field mapping added the ability for greenhouse users to be notified of any sync failures β fixed fixed fixed an issue where loading anniversaries and birthdays on the dashboard prevented users from clicking links on the page fixed an issue where compensation bands data did not display completely when the table view was selected fixed an issue where changes were not saved when trying to update a single select custom field using the edit job option fixed an issue where template filters were interpreting commas incorrectly fixed an issue where statuses in the app sync history page displayed inconsistently fixed an issue where the history page was not refreshing after changes were made based on filter and display selections fixed an issue where custom fields displayed with incorrect capitalization and multi select fields were truncated incorrectly in edit dialogs fixed an issue where users could not select a value within a field because the value had an extra space at the end, which caused errors fixed an issue where the workday adaptive planning app would display an error when it did not have access to a scenario or compensation review that was not shared with the app fixed an issue in reports charts where selecting the % of total option as an aggregation caused an error with the value formatting in the chart fixed an issue where payroll syncs did not sync images correctly to charthop fixed an issue where indicators on the x axis were incorrectly cropped in horizontal bar charts fixed an issue where the ats req id value was not updated after outbound job creation failed fixed an issue where manually hiring a person in charthop did not update the recruit status to pending fixed an issue where adding a new job to a scenario and exporting the org chart in the scenario caused an error release notes from 2022 https //docs charthop com/december 2022 release notes