14min

Update your current organization

Roles: Owner | Org Editor

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:

  1. From the Settings menu (gear icon) in the left sidebar, select Import Spreadsheet data.
  2. On the right side of the page, select Update current org.

  3. Select Download template. A CSV template downloads to your computer.
  4. Add your data to the CSV template, including any optional columns.
  5. Save the template under a new name.
  6. On the Upload your spreadsheet page, drag the template to the target area.
  7. (Optional) To create new groups in your ChartHop org, select Allow spreadsheet to create new groups. Note that this does not include Job Codes, or Bands, which must be created manually.
  8. Select Upload to org.
  9. 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.
  10. Once all columns are matched, select Continue with import to finish importing data.
  11. (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. Learn more.

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

Teams

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



Updated 16 Aug 2022
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