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Employee Roster (Offer accepted onwards)Product experience or componentReadinessWorkflow
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I need ChartHop to be my source of truth for all the people we employ, over time. I need to be able to…
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See a list of all current employeesDatasheet anchored on Person; see People not associated with Jobs; See Jobs who don't have managers assigned yetPartially supportedOrg & Personnel Changes
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See a list of all employees we’ve ever employedDatasheet anchored on Person, Previous employees require point in time referencePartially supportedOrg & Personnel Changes
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Search and filter employees (past and current) by different dimensionsDatasheet anchored on Person, Previous employees require point in time referencePartially supportedOrg & Personnel Changes
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View the details of a specific employee, including historical infoProfile, New Datasheet view with list of historical values over time (e.g. base comp over time)Partially supportedOrg & Personnel Changes
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View the details of a specific employee who has not started yetHiring & Onboarding
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Add a new employee to my org and minimally onboard themCreate/Edit Person/JobMostly supported, some improvements desired or config neededHiring & Onboarding
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Add information to an employee record as an AdminCreate/Edit Person/Job or FormsMostly supported, some improvements desired or config neededOrg & Personnel Changes
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Add information to an employee record as the Employee Create/Edit Person/JobMostly supported, some improvements desired or config neededOrg & Personnel Changes
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Add information to an employee record as a Manager/Teammate/PeerCreate/Edit Person/JobMostly supported, some improvements desired or config neededOrg & Personnel Changes
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Add information as an employee before Day 1Forms, HMW acheive this without a work email? Auth or unique URL to a form? (with passcode?)Not yet supportedHiring & Onboarding
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Generate unique identifiers for new people that I can use in downstream systems.Fields / ProfileNot yet supportedHiring & Onboarding
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Terminate and minimally offboard an employeeTerminate workflowMostly supported, some improvements desired or config neededTermination & Offboarding
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Attach files to an employeeCustom fields + Files tabMostly supported, some improvements desired or config neededHiring & Onboarding
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Store custom fields on an employee over timeCustom fields; Person should be time-trackedPartially supportedHiring & Onboarding
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View benefits and perks available to an employeeProfile or Benefits AreaNot yet supportedOrg & Personnel Changes
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View enrollment status, summary, dependents and dependent information Profile or Benefits AreaNot yet supportedOrg & Personnel Changes
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Change employee information and recognize when there are downstream implications for those changes Create/Edit Person/JobMostly supported, some improvements desired or config neededOrg & Personnel Changes
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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-trackedNot yet supportedOrg & Personnel Changes
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Store Additional Biographic Information: Protected Veteran Status, Marital Status, Lanugage, Tobacco UserNew built-in fieldsMostly supported, some improvements desired or config neededHiring & Onboarding
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Store additional complex data on the Employee: Dependents & Emergency Contacts, Education & Work HistoryNew field type, list?Partially supportedHiring & Onboarding
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Links to related people ops resourcesCustom fields, new type, LinkNot yet supported
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(time tracking person)
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(accessing previous employees)
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(remove manager requirement on jobs)
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Addresses & Tax InfoProduct experience or componentReadiness
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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…
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Send onboarding forms to new employees to collect this data and supporting documentationForms can be sent to people who haven't started in a job yetPartially supportedNew hire
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Enable employees to update this information when it changes, like when they moveEdit Person/JobMostly supported, some improvements desired or config needed
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Augment an employee’s data file with tax-impacting fields like worker classifications, and manage this over timePerson should be time-trackedNot yet supported
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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 historyMostly supported, some improvements desired or config needed
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CompensationProduct experience or componentReadiness
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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…
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Store and reference accurate annual base compensation data, over time.comp fields & profile tabAlready SupportedNew hire
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Store and reference variable compensation targets, over timecomp fields & profile tabAlready SupportedNew hire
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Store and reference equity grants and vesting, over timecomp fields & profile tabAlready Supported
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Process payroll according to your payroll schedule(s)currently: datasheet exports. ideally: ?Partially supported
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Store and reference accurate payroll and cost center informationPartially supported
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