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2 | Employee Roster (Offer accepted onwards) | Product experience or component | Readiness | Workflow | ||||||||||||||||||||
3 | I need ChartHop to be my source of truth for all the people we employ, over time. I need to be able to… | |||||||||||||||||||||||
4 | See a list of all current employees | Datasheet anchored on Person; see People not associated with Jobs; See Jobs who don't have managers assigned yet | Partially supported | Org & Personnel Changes | ||||||||||||||||||||
5 | See a list of all employees we’ve ever employed | Datasheet anchored on Person, Previous employees require point in time reference | Partially supported | Org & Personnel Changes | ||||||||||||||||||||
6 | Search and filter employees (past and current) by different dimensions | Datasheet anchored on Person, Previous employees require point in time reference | Partially supported | Org & Personnel Changes | ||||||||||||||||||||
7 | View the details of a specific employee, including historical info | Profile, New Datasheet view with list of historical values over time (e.g. base comp over time) | Partially supported | Org & Personnel Changes | ||||||||||||||||||||
8 | View the details of a specific employee who has not started yet | Hiring & Onboarding | ||||||||||||||||||||||
9 | Add a new employee to my org and minimally onboard them | Create/Edit Person/Job | Mostly supported, some improvements desired or config needed | Hiring & Onboarding | ||||||||||||||||||||
10 | Add information to an employee record as an Admin | Create/Edit Person/Job or Forms | Mostly supported, some improvements desired or config needed | Org & Personnel Changes | ||||||||||||||||||||
11 | Add information to an employee record as the Employee | Create/Edit Person/Job | Mostly supported, some improvements desired or config needed | Org & Personnel Changes | ||||||||||||||||||||
12 | Add information to an employee record as a Manager/Teammate/Peer | Create/Edit Person/Job | Mostly supported, some improvements desired or config needed | Org & Personnel Changes | ||||||||||||||||||||
13 | Add information as an employee before Day 1 | Forms, HMW acheive this without a work email? Auth or unique URL to a form? (with passcode?) | Not yet supported | Hiring & Onboarding | ||||||||||||||||||||
14 | Generate unique identifiers for new people that I can use in downstream systems. | Fields / Profile | Not yet supported | Hiring & Onboarding | ||||||||||||||||||||
15 | Terminate and minimally offboard an employee | Terminate workflow | Mostly supported, some improvements desired or config needed | Termination & Offboarding | ||||||||||||||||||||
16 | Attach files to an employee | Custom fields + Files tab | Mostly supported, some improvements desired or config needed | Hiring & Onboarding | ||||||||||||||||||||
17 | Store custom fields on an employee over time | Custom fields; Person should be time-tracked | Partially supported | Hiring & Onboarding | ||||||||||||||||||||
18 | View benefits and perks available to an employee | Profile or Benefits Area | Not yet supported | Org & Personnel Changes | ||||||||||||||||||||
19 | View enrollment status, summary, dependents and dependent information | Profile or Benefits Area | Not yet supported | Org & Personnel Changes | ||||||||||||||||||||
20 | Change employee information and recognize when there are downstream implications for those changes | Create/Edit Person/Job | Mostly supported, some improvements desired or config needed | Org & Personnel Changes | ||||||||||||||||||||
21 | Edit history of an employee, in the case of inaccuracies (e.g. update a termination date, update a comp effective date, etc) | Person should be time-tracked | Not yet supported | Org & Personnel Changes | ||||||||||||||||||||
22 | Store Additional Biographic Information: Protected Veteran Status, Marital Status, Lanugage, Tobacco User | New built-in fields | Mostly supported, some improvements desired or config needed | Hiring & Onboarding | ||||||||||||||||||||
23 | Store additional complex data on the Employee: Dependents & Emergency Contacts, Education & Work History | New field type, list? | Partially supported | Hiring & Onboarding | ||||||||||||||||||||
24 | Links to related people ops resources | Custom fields, new type, Link | Not yet supported | |||||||||||||||||||||
25 | (time tracking person) | |||||||||||||||||||||||
26 | (accessing previous employees) | |||||||||||||||||||||||
27 | (remove manager requirement on jobs) | |||||||||||||||||||||||
28 | Addresses & Tax Info | Product experience or component | Readiness | |||||||||||||||||||||
29 | I need ChartHop to be my source of truth for where my employees live (over time) and other tax-impacting data, like SSNs and worker classifications. I need to be able to… | |||||||||||||||||||||||
30 | Send onboarding forms to new employees to collect this data and supporting documentation | Forms can be sent to people who haven't started in a job yet | Partially supported | New hire | ||||||||||||||||||||
31 | Enable employees to update this information when it changes, like when they move | Edit Person/Job | Mostly supported, some improvements desired or config needed | |||||||||||||||||||||
32 | Augment an employee’s data file with tax-impacting fields like worker classifications, and manage this over time | Person should be time-tracked | Not yet supported | |||||||||||||||||||||
33 | Reference ChartHop when I need to look up these key pieces of information, including historical records (e.g. previous addresses, previous legal names) | Person history, job history | Mostly supported, some improvements desired or config needed | |||||||||||||||||||||
34 | Compensation | Product experience or component | Readiness | |||||||||||||||||||||
35 | I need ChartHop to be my source of truth for what we are contracted to pay people, over time. I need to be able to… | |||||||||||||||||||||||
36 | Store and reference accurate annual base compensation data, over time. | comp fields & profile tab | Already Supported | New hire | ||||||||||||||||||||
37 | Store and reference variable compensation targets, over time | comp fields & profile tab | Already Supported | New hire | ||||||||||||||||||||
38 | Store and reference equity grants and vesting, over time | comp fields & profile tab | Already Supported | |||||||||||||||||||||
39 | Process payroll according to your payroll schedule(s) | currently: datasheet exports. ideally: ? | Partially supported | |||||||||||||||||||||
40 | Store and reference accurate payroll and cost center information | Partially supported | ||||||||||||||||||||||
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