Scenarios

ChartHop scenarios help you visualize potential changes to your organization so that you can project and analyze the costs and impact of those changes before putting them into effect.

When you create a scenario, you create a proposal in which you can collaborate with other stakeholders (such as leadership team members or HR business partners) for better transparency. 

You can use scenarios to plan potential changes to the hiring plan, backfills, promotions, organizational structure, or all of the above.

To access scenarios, select Scenarios from the left sidebar.

You can view an existing scenario or select New Scenario to create your own. The list displays only scenarios that you’ve created or that have been shared with you.

You can access different categories of scenarios using the following tabs: 

• In progress - Displays all scenarios that are currently in the process of being edited (open), in review, or approved.
• Merged - Displays all scenarios that have been approved and merged to primary.
• Archived - Displays any scenarios that have been archived.

You can also filter the scenarios that display on any of these tabs by the name of the person who created the scenario, by the review status, or by entering specific keywords. 

Depending on your organization’s settings, you may be required to send your scenario for review and approval before any changes can be made official. 

Once a scenario has been approved, scenario changes can be merged into your organization's primary Org Chart.

The status of your scenario lets you know where your scenario is in the review process (when approvals are enabled) and whether it has been merged.

Your scenarios can display with the following statuses: