ChartHop for Administrators
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Planning
Scenarios

Reviewing an approval request for a scenario

As an approver for scenarios, you have the ability to approve or reject the proposed changes within a scenario:

  • When you approve a scenario, you give the go-ahead for the changes in the scenario to be merged to your primary organization.
  • When you reject a scenario, you send the scenario back to the requester with constructive feedback for additional edits and changes.

You receive an email notification when someone requests your approval for a scenario as well as a Tasks in the My Tasks section of your ChartHop home page.

Review a scenario


To review a scenario:

  1. From the My Tasks section of the ChartHop home page or the email notification, select the Review scenario action for the scenario you want to review.
  2. Review the changes proposed within the scenario. 
    • The Changes tab displays a summary of all changes, including any new jobs or changes to compensation and headcount.
    • The cost summary at the top of the scenario indicates the total cost of all the proposed changes.
    • You can also visualize the proposed changes using the Org Chart, Data Sheet, Map, and Impact tabs. Each of these tabs displays your organization as it would appear were the proposed changes to be enabled and put into effect.
  3. Once you are done reviewing, you can either approve or reject the scenario (see below).

After you are done reviewing, you can give your approval to the proposed scenario.

To approve a scenario:

  1. Select Approve scenario in the banner at the top of the scenario screen.
  2. In the Approve scenario dialog, enter an approval comment.
    • Any comments you enter are added to the Comments section at the bottom of the scenario.
  3. Select Approve.
    • ChartHop sends an email notification that you have approved the scenario.
    • When applicable, the scenario is sent to the next approver in the approval process.
    • Once the scenario is fully approved, ChartHop also sends an email notification to people with the ability to merge the scenario to primary that the scenario has been approved and is ready to be merged. Learn more.

If the proposer makes any changes to the scenario after you have given your approval, then the approval is rescinded and the scenario changes to a status of Open. The proposer must resubmit the scenario again to you for approval.

After you are done reviewing, you can choose to reject the proposed scenario.



To return the scenario to the proposer for additional editing or changes:

  1. Select Reject in the banner at the top of the scenario screen.
  2. In the Reject scenario dialog, enter a reason for sending the scenario back to the proposer.
    • You can include a comment with feedback for additional edits or suggested revisions for the proposer.
    • Any comments you enter are added to the Comments section at the bottom of the scenario.
  3. Select Reject.
    • ChartHop sends an email notification that you have rejected the scenario.

Withdraw approval for a scenario

If you change your mind about an approval, you have the ability to withdraw your approval. You can only withdraw your approval for approved scenarios that have not been merged yet.

To withdraw your approval:

  1. Access the scenario with the approval you want to withdraw. The scenario should have a status of Approved.
  2. In the banner at the top of the screen, select Withdraw approval.
  3. Enter a reason for withdrawing the approval. 
    • Any comments you enter are added to the Comments section at the bottom of the scenario.
  4. Select Withdraw.
    • The status of the scenario changes from Approved to Open.
    • ChartHop sends an email notification that the approval has been withdrawn.


Roles: Recruiting editor | Owner | Technical owner



Updated 19 Jan 2024
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