Welcome to ChartHop's partner documentation for Sequoia HRBPs and CXMs. In order to facilitate the smoothest rollout and ongoing use of ChartHop, we've prepared a collection of helpful links and information that should prove useful for dealing with customer questions that may arise.

As part of the Sequoia partnership, HRBPs are able to reach out to ChartHop support for help with matters that are not serviceable easily. If a customer wants individual customized support, please refer them to sign up for a full ChartHop account.

Syncing data to/from ChartHop

Sequoia getting started

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

Accessing ChartHop as a Sequoia customer

ChartHop documentation

🛑 Customer documentation

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

User roles and permissions

Controlling sensitive data

User access and sensitive data

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

Scenarios

Headcount planning

Compensation reviews

Compensation bands

Planning

Sync history

Importing spreadsheet data

Editing employee profiles

Managing employee data

Working with custom reports

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

Working with people

Working with jobs

Working with job history

Announcing org changes

Effective dating

Managing people and jobs

Create a review

Adding forms to a review

Managing forms in a review

Monitoring To-Dos in a review

Collaborating in a review

Completing a review

Export submitted forms in a review

Viewing review data in ChartHop

Performance reviews

Working with fields

Building forms

Customizing employee profiles

Building custom forms, fields, and tabs

Creating templates

Preview a template

Update a template

Deleting templates

Generating PDF documents

PDF document templates

ChartHop for Administrators

Built-in Carrot filters

Getting started with Carrot

Basic Org Information

Compensation

Job Changes

Permissions

Personal

Recruiting

Structure

Time off

Data types

Carrot fields

Functions

Operators

Keywords

Aggregators

Elements of Carrot expressions

Carrot reference

ChartHop connect

Developer basics

Events

ChartHop for Developers

ChartHop features available to Sequoia customers

Troubleshooting common sync errors

Partners

April 2023 release notes

March 2023 release notes

February 2023 release notes

January 2023 release notes

Release notes 2023

December 2022 release notes

November 2022 release notes

September 2022 release notes

October 2022 release notes

August 2022 release notes

July 2022 release notes

June 2022 release notes

May 2022 release notes

April 2022 release notes

March 2022 release notes

February 2022 release notes

January 2022 release notes

Release notes 2022

December 2021 release notes

November 2021 release notes

October 2021 release notes

Release notes 2021

Release notes

ChartHop Basic

ChartHop Standard with Headcount Planning

ChartHop Standard with Compensation Reviews

ChartHop Premium

ChartHop packages

ChartHop Standard Terms and Conditions 

ChartHop Basic Agreement

Data Processing Addendum

Privacy policy 

Security statement 

Subprocessors

Resources

Sequoia getting started

Support

ChartHop for Sequoia customers

Sequoia sync help