Centralization of Data: The first step involves consolidating various headcount planning spreadsheets into a single platform. This centralization allows for easy monitoring of access and progress, and the ability to consolidate multiple plans with just a few clicks.
Configuration: ChartHop allows for the configuration of workflows and automated actions. This step ensures that the platform is tailored to the specific needs of the organization, enabling managers and employees to self-serve securely and efficiently.
Integration: The software integrates all people data into one place, making it easy for everyone to access, view, and act on. This integration eliminates issues related to multiple versions and ownership of data, providing a single source of truth.
Visualization and Analytics: ChartHop enables the visualization of people data across various dimensions with automatically updated, data-rich org charts. This feature supports strategic planning, modeling, forecasting, and execution on different growth scenarios.
Training and Support: While specific details on training and support are not provided, it is implied that ChartHop offers resources to help users understand and utilize the platform effectively, including reporting on people metrics to various stakeholders.
Customisation
Custom Data Fields: ChartHop allows users to create custom data fields to support various needs and use cases, making it a flexible tool for different organizational requirements.
Customizable Templates: The platform offers customizable templates for surveys, feedback forms, and performance reviews, enabling organizations to tailor these tools to their specific processes.
Role-Based Access Controls: ChartHop provides role-based access controls, allowing organizations to manage who can view and edit different types of data, ensuring that sensitive information is only accessible to authorized personnel.
Scenario Planning: The software supports scenario planning, enabling users to model different organizational changes and assess their impact. This feature is particularly useful for headcount planning and compensation reviews.
Integration with HR Systems: ChartHop integrates with various HR systems such as HRIS, ATS, payroll, and performance management tools, ensuring that all employee information is up-to-date and easily accessible.
Custom Reporting and Analytics: The platform offers robust reporting and analytics capabilities, allowing organizations to track key metrics and create custom reports based on their specific needs.
Additional Costs
Setup Fees: For the Standard and Premium plans, ChartHop requires a one-time implementation fee. The Standard plan’s minimum is $12,000, while the Premium plan’s minimum is $19,200.
Annual Contracts: ChartHop requires a minimum annual contract for its Standard and Premium plans, which includes ongoing support and updates.
Module-Based Pricing: ChartHop offers a modular pricing scheme, allowing organizations to add specific modules such as Compensation Reviews, Headcount Planning, Engagement, and Performance to the basic plan. Pricing for these modules is not publicly disclosed and must be requested individually.
Training
Documentation and Live Online Training: ChartHop offers comprehensive documentation and live online training sessions to help users understand and utilize the platform effectively.
Customer Support: Dedicated customer support is available through different channels, including 24/7 live chat and phone support, particularly for Standard and Premium plan users.
Custom Success Manager: For organizations on the Standard plan, ChartHop provides a dedicated Customer Success Manager (CSM) to assist with onboarding and ongoing support.
Self-Service Tools: The platform includes employee self-service tools that enhance the user experience by displaying tasks, new roles, and milestones, helping employees become more productive and efficient.
Free Trial: ChartHop offers a free trial for its Basic plan, allowing potential users to explore the platform's features before committing to a paid plan.
Security Measures
Fine-Grained Controls and Role-Based Access: ChartHop uses fine-grained controls and role-based access to ensure that only authorized users can access specific data. This includes auto on/offboarding and mandatory Single Sign-On (SSO).
Full Encryption: All data is encrypted both in transit and at rest. This includes the use of TLS (Transport Layer Security) for communications between the website and web browsers, and encryption of data stored in networks.
Biometric Access Control: ChartHop employs biometric access control to further secure access to sensitive data.
Two-Factor Authentication (2FA): All ChartHop employees and contractors are required to use two-factor authentication using physical FIDO U2F keys.
Confidentiality Agreements: ChartHop employees sign confidentiality agreements and undergo security training. Access to production environments is strictly controlled and periodically audited.
Data Pseudonymization: Data is pseudonymized if it leaves the production environment, and access to data is strictly controlled.
Security Incident Response: In the event of a data breach, ChartHop will notify affected customers within 72 hours and follow postmortem procedures to analyze and address the incident.
SOC 2 Type 2 Certification: ChartHop has obtained third-party SOC 2 Type 2 certification, validating its rigorous security measures.
Updates
Regular Updates: ChartHop frequently updates its platform with new features, improvements, and bug fixes. For example, recent updates include enhancements to the Tasks Page, Data Model Fields, and compensation review functionalities.
Release Notes: Detailed release notes are published to inform users about new features, improvements, and bug fixes. These notes include information on new navigation options, improved error messages, and updates to various modules such as compensation reviews and org charts.
Automated Actions: ChartHop includes automated actions to streamline processes, such as setting custom subject lines for emails and configuring the number of days used to calculate average public stock prices.
Data Ownership and Portability
Customer Data Ownership: Customers retain ownership of their data. ChartHop acts as a Data Processor under GDPR, while customers are the Data Controllers.
Data Portability: ChartHop offers data portability via API and export options. Customers can export their data to other systems or take their data with them if they decide to leave ChartHop.
Data Retention and Deletion: Upon termination of service, ChartHop retains customer data for up to one year, after which it is irrevocably deleted. Customers can request immediate deletion of their data upon termination.
Compliance with GDPR: ChartHop complies with the European Union’s General Data Protection Regulation (GDPR), ensuring that data subjects have the right to data portability and control over their personal data.
Scaling Up / Down
Modular Pricing: ChartHop provides a modular pricing scheme, allowing organizations to add specific modules such as Compensation Reviews, Headcount Planning, Engagement, and Performance to the basic plan. This flexibility enables organizations to scale their usage of ChartHop's features as their needs evolve.
Annual Contracts and Implementation Fees: ChartHop requires a minimum annual contract and a one-time implementation fee for its Standard and Premium plans. The Standard plan’s minimum is $12,000, while the Premium plan’s minimum is $19,200. This structure supports scalability by allowing organizations to commit to a level of service that matches their current needs and adjust as necessary.
Free Trial and Basic Plan: ChartHop offers a free trial for its Basic plan, which is free for organizations with up to 150 employees. This allows smaller organizations to start using the platform without a significant financial commitment and scale up as they grow.
The terms & conditions for contract renewal and cancellation
Contract Term: The contract term is specified in the Order Form mutually executed by ChartHop and the customer. The customer has the right to access and use the services specified in each Order Form during the applicable Order Form Term.
Renewal: Such contracts include automatic renewal clauses unless either party provides notice of termination before the end of the current term. For specific renewal terms, it is advisable to refer to the Order Form or contact ChartHop directly.
Cancellation: Customers can cancel their contract by providing written notice to ChartHop. Upon termination, ChartHop will retain customer data for up to one year, after which it will be irrevocably deleted. Customers can request immediate deletion of their data upon termination.
Implementation Assistance: If ChartHop provides implementation assistance beyond the agreed-upon hours or additional services not specified in the Order Form, the customer will be billed at ChartHop’s then-current hourly rates for consultation.
Compliance
SOC 2 Type 2 Certification: ChartHop has obtained SOC 2 Type 2 certification, which validates its rigorous security measures and controls.
GDPR Compliance: ChartHop complies with the European Union’s General Data Protection Regulation (GDPR), ensuring that data subjects have the right to data portability and control over their personal data.
Data Protection Addendum: ChartHop includes a Data Protection Addendum in its terms, which outlines the responsibilities of both parties in protecting personal data and complying with applicable data protection laws.
Security Measures: ChartHop employs various security measures, including encryption, two-factor authentication, and role-based access controls, to protect customer data.
