Update your current organization

you can import a csv or spreadsheet file to make updates to people in charthop ensure that the data in your file conforms to charthop's formatting requirements to update people in your charthop organization, complete the following steps from the settings menu (gear icon) in the left sidebar, select import spreadsheet data on the right side of the page, select update current org select download template a csv template downloads to your computer add your data to the csv template, including any optional columns save the template under a new name on the upload your spreadsheet page, drag the template to the target area (optional) to create new people and jobs in your charthop org, select allow spreadsheet to create new people and jobs note that this feature is set on by default (optional) to create new https //docs charthop com/creating and managing groups in your charthop org, select allow spreadsheet to create new groups note that this does not include https //docs charthop com/job codes , or https //docs charthop com/compensation bands , which must be created manually select upload to org for any fields in your spreadsheet that weren’t automatically matched to a charthop field, select a charthop field to match to your spreadsheet column you may need to scroll to see all unmatched fields, which are highlighted in red once all columns are matched, select continue with import to finish importing data (optional) when upload is complete, select view details to see a summary when matching spreadsheet columns with charthop fields, select none of these to skip a column skipped columns are not imported required columns work email is required, and should be the first column in your file optional columns include any of the following columns, depending on what information you want to update column description example job title employee's job title sunny\@charthop com manager email address for the employee's manager john\@charthop com pref name any first name or nickname that is different from legal name sunny pref last any last name or nickname that is different from legal name jones middle name full legal middle name trevor employee id alphanumeric string representing the employee 1001 base annual base income $100,000 hourly hourly base income $37 50 hours per week number of hours worked per week 40 variable annual bonus or on target earnings (ote) in currency $20,000 variablepercent annual bonus in percent 20% variable type type of variable compensation bonus or commission bonus currency three letter currency code, if non usd, for the currency the job is paid in gbp band name of the compensation band note that bands must be created first https //docs charthop com/using the compensation bands wizard l3 date of birth employee's birth date 12/26/1986 department department the person belongs to enterprise employment employment status, as follows full full time part part time temp temporary intern intern contract contract expat overseas job with special tax status full ethnicity employee's ethnicity asian gender employee's gender male location employee's geographic location new york team the team or teams the employee belongs to; separate multiple teams with semicolons engineering; technology mobile phone employee's mobile phone 7187778888 contact homephone employee's home phone 7187778888 contact workphone employee's work phone 7187778888 street 1 employee's street address 222 example st street 2 employee's apartment, if any #4e city employee's city brooklyn state employee's state ny postal code employee's postal code 11209 country employee's country us https //www charthop com/pricing/ basic basic | | headcount planning headcount planning | compensation reviews compensation reviews | performance performance | engagement engagement | hris https //docs charthop com/user roles and permissions owner | org editor