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 https //docs charthop com/payroll system apps 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 https //docs charthop com/importing spreadsheet data 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 an existing payroll system integration to sync, or if you are looking for a simpler data implementation learn more https //docs charthop com/importing spreadsheet data 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 https //docs charthop com/configuring your org settings 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 https //docs charthop com/creating and managing groups with your departments, teams, locations, and other group data configured, you will be able to make full use of charthop's 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 https //docs charthop com/inviting users 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 https //docs charthop com/user roles and permissions integrating apps and bundles charthop supports an entire marketplace of compatible apps and bundles with which you can integrate into your organization learn more https //docs charthop com/integrations and bundles common implementation challenges most implementations go smoothly, but there are a few common issues worth knowing about before you get started here's what to watch for and how to address them duplicate employee records duplicate records can appear when data is imported from multiple sources — for example, if the same person exists in both a payroll integration and a manual spreadsheet upload to avoid this complete your payroll integration or spreadsheet import first before making manual edits in charthop if duplicates do appear, use the data sheet to identify and remove the extra records before inviting users missing or inconsistent location data location data powers several charthop features, including the map view, location based compensation band multipliers, and geographic filtering in reports if location data is missing or formatted inconsistently (for example, "new york" vs "new york, ny" vs "nyc"), these features won't work as expected ensure your payroll system exports a consistent location format before importing after import, review your groups > locations list to confirm all locations resolved correctly role and permission misconfigurations charthop's role system is flexible but can be easy to misconfigure — for example, giving too many users the owner role, or not correctly restricting access to sensitive compensation data we recommend starting with a small set of owners (typically just your people ops admins) and expanding access gradually review the roles and permissions guide https //docs charthop com/user roles and permissions carefully before your broader rollout to ensure sensitive fields are protected group structure not matching your org if your department or team structure in charthop doesn't match how your organization actually operates, reports and filters will be unreliable this often happens when group names from a payroll import don't align with how your team uses them day to day after your initial import, walk through your groups settings and rename or consolidate any groups that don't reflect your real structure consider mapping out your desired group structure before the import to make cleanup faster modules https //www charthop com/pricing/ hris | engagement | goals | performance | compensation reviews | headcount planning