ChartHop implementation overview

before getting started, you will need to set up your charthop organization to set up your organization, you can follow the list of sections below setting up your organization in charthop with all charthop packages, the best way to get started is to integrate your data from your payroll system into charthop this keeps your org chart up to date and quickly allows you to see a visual of your organization charthop allows you to integrate your payroll system in two ways you can either use an app included with charthop or manually import data from your payroll system using a charthop payroll app charthop payroll apps sync your payroll system data into charthop on a daily basis once you have configured them this ensures that your charthop organization is always up to date and automates the setup process payroll system data syncs are highly recommended, as they are very complete and provide additional benefits such as the ability to capture the historical data of your organization and track its growth over time learn more charthop basic customers can sync from only one payroll system if you don't see a synchronization app listed for your payroll system, you will need to manually import your payroll system data from a spreadsheet learn more importing payroll system data from a spreadsheet if your payroll system isn't supported by a charthop app, you'll need to export your data from your payroll system and import it into charthop after you import your organization's data, you can either manually make changes in charthop and your payroll system to keep both up to date or perform a spreadsheet upload from your payroll system on a regular basis depending on how much your org is changing spreadsheet data imports are a perfect substitute if you do not have a pre existing payroll system data to sync, or if you are looking for a simpler data implementation learn more configuring org settings after importing your data, you can further customize your organization's settings such as establishing your urls, uploading logos, creating welcome emails, and more learn more adding groups if you did not already add groups in your initial data import, you can fully capture the structure of your organization by manually adding information in groups learn more with your departments, teams, locations, and other group data configured, you will be able to make full use of charthops various visualization features including org chart map data sheet employee profiles inviting users after you establish your organization's initial data, settings, and groups, you may then want to begin inviting new users to join your organization either manually, or by using a custom template learn more setting up permissions and security if you are an hr professional looking to prepare a rollout plan using charthop, you can assign roles to your users, manage user permissions, and protect your sensitive data learn more integrating apps and bundles charthop supports an entire marketplace of compatible apps and bundles with which you can integrate into your organization learn more packages basic basic | | headcount planning headcount planning | compensation reviews compensation reviews | performance performance | engagement engagement | hris