Introduction
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ChartHop is constantly evolving; what started out as an org chart software is now a product that’s capable of supporting your performance management, employee engagement, DEI, and people planning/analytics efforts.
Ratings
Ease of Use
Best For
Key Differentiator
Price
Free Trial
PROS
- Charthop nicely integrates with your existing HR and ATS systems. Having everything under one roof means not having to use ten different applications.
- Charthop’s organization chart is its biggest asset. Their drag-and-drop feature to edit the chart is a hit amongst a majority of the users. Overall, the tool makes navigation throughout the company really easy - you can find the people you need, figure out their responsibilities, and track changes after the latest company re-organization.
- Charthop's goal tracking interface is simple, intuitive, and easy to build. There's not much else you can ask for.
- Charthop's Map feature allows businesses to see where each employee is located. For organizations that work remotely, this promotes a feeling of togetherness, which is crucial for employee engagement.
CONS
- Charthop's organization chart navigation isn't the best. The chart zooms in and out quite quickly, and the gestures aren't intuitive, making it difficult to use.
- Charthop can be a little complicated to figure out. Also, the fact that there are so many features is a little intimidating.
- Charthop's search function isn't user-friendly. There's not much information on how to use it effectively, and it sometimes throws the wrong results.
- Charthop's UI is somewhat dated and clunky.
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Agentnoon
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Charthop delivers a fresh take on People Analytics through a dynamic platform that can be used by anyone in the organization — not just people data analysts. Through powerful yet simple visualizations, Charthop provides critical insights such as DEI metrics, organizational health data, employee turnover, and more to empower people from all levels of the organization to make the right real-time strategic decisions.
Charthop considers their org chart offering the beginning of a new software category called organizational management. The tool allows you to visualize your organization across any dimension or data point, such as tenure, performance rating, compensation, team, etc. You can also export any historical version of your org chart for auditing or bookkeeping purposes.
Charthop's DE&I dashboards are a class apart. You can leverage the pre-made reports from industry experts, understand the evolution of the DE&I initiatives of your organization through time-tracked changes, and share the trends with your workforce without disclosing sensitive data. For instance, you can visualize dimensions like ethnicity, race, sexual orientation, and education on your organization chart and understand how these factors impact employee compensation, promotions, raises, performance reviews and more. This allows you to be aware of unconscious bias within your organization and practice equality.
Their headcount planning feature allows you to streamline workflows without using a hundred different spreadsheets, design your organization equipped with data insights, and forecast headcount costs for different scenarios.
Charthop offers data aggregation from different people systems using robust integrations with a plethora of HR solutions, ATS, and Performance Management Systems. Having a centralized system like this means spending less time gathering data and more time acting on it.
Organizations can run their compensation cycle, promote continuous performance management, schedule manager 1:1s, analyze performance data, configure performance reviews, and nurture employee experience - all in one place.
Charthop takes data protection very seriously, and their security measures speak for themselves. From fine-grained controls to role-based access, auto-on/offboarding, biometric access control, mandatory SSO, and full encryption, they leave no stone unturned in ensuring that any sensitive data is well-protected.
Charthop was primarily used for its org chart functionality. It pretty much replaced the org chart module within our HRIS system. We were able to upload a file exported from our HRIS to build a variety of org charts. We were working on the integration between the two platforms. We were also exploring Charthop's other capabilities like Headcount Planning and Engagement.
Charthop was user-friendly and intuitive making it easy to navigate. Charthop was flexible in that one could build many different org chart versions and permission them based on who needed access to them. Charthop also allowed for customizable fields within the system to meet the needs of your business.
Charthop was a tool we used at a previous company for about 1-2 years. It helped us create and easily maintain organizational charts throughout the company. The HRIS system we used did not have strong org chart capabilities. Making changes was very cumbersome and clunky, and downloading them was impossible. Charthop allowed us to create several different org chart versions while allowing us permission access as needed.
I don't recall having any concerns with Charthop as it was a very good solution for our team and company.
Similar tools to Charthop were not as customizable and limited in how we could use the tool. We tried other tools but decided to go with Charthop in the end.
When looking for an org chart tool, think about how many people in your organization will need to access the charts you develop. If talent planning, you'll want to keep certain charts confidential and hidden from certain users. Also, think about other tools you could bundle with this feature in the long run so that the system can be used to solve more than one problem for your company.
I'm unaware of the evolution of this product.
Charthop is good for HR teams in companies.
A very small and flat organization may not benefit from this tool if multiple org charts were not needed.
I used Charthop primarily to manage our org chart. All employees and contractors had access to Charthop to view the org chart that included where people were located, as well as job titles. Salary information was only available to the HR team. The system was easy to view in terms of seeing who reported to who. For the first year I worked with the platform and we were hiring weekly or bi-weekly and I used the system almost daily. We had Charthop integrated with our HRIS, Gusto, so as new employees were added they populated into Charthop's org chart.
I liked the view and UX of the company org chart. I liked that the system can integrate with multiple HRIS tools. The platform was also affordable as you paid by the user, minimum of 80. We were able to utilize single sign-on which made logging into the system convenient and easy to use since employees had access to over 10 different types of platforms, depending on their work.
The organization purchased Charthop for the org chart feature. We also tried using it to manage Director and Manager requests for hiring. I know there were other features of the system that we did not utilize. Prior to me leadership and HR tried to use the platform to run a performance review however it was not successful. I used the platform for a little under 2 years.
As I looked into the platform regarding the performance management function I found it very confusing. There were several steps to building and creating an annual review. I had a hard time following along as an account manager walked me through how to use it. Charthop did not integrate with our international HRIS, therefore HR had to manually add all international employees and contractors which led to the org chart needing manual updating weekly.
I have not used another org chart platform. In regards to their performance management capabilities I thought it was harder and more cumbersome than competitors I have used.
What are your main use cases for purchasing a platform like Charthop? Does your HRIS tool integrate with Charthop? Does this system have something that another system does? Are there discounts per user if your company reaches a certain employee count?
I did not see significant or beneficial changes with the platform throughout the last 2 years while using it.
Highly matrixed companies with around 100 employees or more.
Companies smaller than 80 people.
ChartHop harmonizes information from our HRIS and ATS, providing us with a dynamic org chart that displays our current team as well as future hires; we can easily scroll in time to see historical and future statuses. We can also view data by department or location as needed. The map view is a tremendous help in visualizing our organizational distribution across the globe.
The data sheets option offers data in excel format. The automatic sync option into Google Sheets is a bonus and makes collaborating a breeze. We have stopped using our HRIS reporting feature and instead review data through ChartHop.
The UI is very appealing and well laid out. I like the dashboard and the components of what is included. It has beautifully developed org charts. Extracting data from the data sheet tab is easy. ChartHop compiles data from HRIS and ATS to create a robust database to build reports and organization structures. The support and product assistance is great.
We were looking for a comprehensive "1-stop" shop for critical People Analytics. We've been using ChartHop for over two years and are very satisfied with the data management and reporting capabilities. While our HRIS system offered some basic dashboard options, there were a lot of gaps, and we don't have the capacity to build the dashboard internally. We started with the free version which offered minimal yet useful insights and have remained impressed ever since. The Org Charts in a single platform is a dynamic solution. ChartHop has completely changed the way we look at employee data.
Charthop is not the most user-friendly where mapping custom fields and building reports is concerned, and they could have more self-service options available so that one-to-one support is not needed. Charthop can seem difficult to use at first and the implementation process can be overwhelming.
Charthop is unique in the way performance reviews transfer to the compensation section. There's also a variety of options for viewing employee information. Charthop is better than our HRIS for delivering information, and is one of the best employee dashboard analytics available for the cost, service and capabilities offered.
It is most important to consider integrations and compatibility with other systems as this is pivotal to the success of this platform within any organization. It is equally important to consider how information will be uploaded/downloaded. Lastly, consider the features needed; customization can be tricky with Charthop, so if there are specific data/analytics needed, it is imperative to ascertain whether these data sets are possible to extract from this platform.
Charthop is ever evolving to meet user needs and is transparent in its communications of such via regular notifications and emails. There have been improvements to data fields and sorting and filtering functions.
Organizations of any size and within any industry could benefit from Charthop. Charthop has different packages offering a variety of features, making it easy to adapt to an organization's changing needs through periods of growth, expansion and/or transition.
Charthop is not a good choice for organizations seeking a cheap or low-cost option; although the free version offers wonderful insight, the paid versions offer the complete picture, and can be costly by comparison to HRIS included functions.
If you’re not used to using people data to make strategic decisions within the organization, or if you’re looking for a simple and basic org chart, then Charthop isn’t the tool for you. Similarly, if you’re a slow-growth company with 50-100 employees and don’t have to worry about strategic workforce planning since forecasting budget is quite easy now, you won’t be getting the most out of this tool.
Remy Cointreau, InVision, Sequoia, BetterCloud, and Postman
- Organization chart: This is Charthop’s core feature that everything else has been built around. It includes an automatically updated org chart, employee directory, employee map, employee profiles, and dynamic data-rich org chart
- DE&I dashboard: Charthop’s DEI dashboard allows you to visualize data on an org chart across dimensions like ethnicity, gender, and disability, so you can have a deeper understanding of equal pay in the company. They also offer pre-made reports from industry experts, centralized data insights, and trend analysis.
- Security: Charthop’s security feature is great for enterprise customers as it includes fine-grained controls, role-based access, auto-on/offboarding, full encryption, biometric access control, mandatory SSO
- Reporting: Charthop has an executive dashboard, data explorer with configurable filters, access-controlled reports, demographic measuring, and easy-to-build reports. This feature is great for PeopleOps teams that want to have a more strategic seat at the table.
- Headcount planning: This feature allows you to have a much better handle on headcount needs. You can create scenarios such as org restructuring, new partnerships, and M&A integrations, and forecast what the headcount will look like.
- Compensation management: Charthop’s compensation management feature includes smart eligibility rules, guidelines, benchmarks, raises and promotion management, and easily consolidated proposals
- Performance management: Though not as robust as a point solution focused on performance, Charthop’s performance management feature is better than a typical HRIS module. They offer 1:1 reviews scheduling, performance data analytics, 360 performance reviews, OKRs and goal tracking, integration with compensation and engagement data, and configurable review questions and forms.
- Employee experience programs: Employee engagement surveys, manager 1:1s, employee recognition programs, eNPS, individual goal setting, onboarding/offboarding surveys
Charthop integrates with a variety of applicant tracking systems, HR tech stacks, productivity tools, and communication channels. Some of them include Slack, Google, BambooHR, Workday, SAP Success Factors, Greenhouse, Lever, Gusto, Zenefits, etc.
If you're looking for integration with a tool not on the list, you can always reach out to one of their sales representatives and have your queries answered.
Charthop has 4 different pricing plans. When billed annually, here’s what they look like:
- Charthop Build: At $3.50 per employee per month, this plan has all the fundamental features — a live org chart, employee profiles, DE&I reports, and integrations with HRIS, Slack, and Carta.
- Charthop Grow: Priced at $7 per employee per month, the Grow plan offers additional features such as employee engagement surveys, reporting, and custom data. If you don’t currently use a dedicated employee experience software, you can try check out this plan.
- Charthop Scale: This plan is best suited for businesses that want to scale at speed. Equipped with features like a performance management system, ATS integration, and headcount planning, this plan is priced at $10 per employee per month.
- Charthop Enterprise: Large enterprises whose main priority is agility and efficiency can opt for this plan. This pricing is not disclosed upfront. For more information, you can contact Charthop's sales team.
For an additional $2 per employee per month, billed annually, you also get access to their compensation planning tool. If you want to run your comp cycle on the same platform as your HRIS and performance management software, then this feature is beneficial.
We feel that Charthop is best suited for SMBs and enterprises that are looking to scale their workforce and care about people data. Their average customer is a fast-growing VC-backed startup with around 250 employees. However, that being said, they have customers with as less as 50 employees and as high as 50,000.
To get started with Charthop, you will have to get in touch with one of their sales representatives using the form available on the website. Once you've chosen your plan and paid for it, you can create an account, port data from your existing HRIS, set up your current organization, define roles and teams, create goals, and start planning on how to accomplish them.
Keep in mind that you’ll also need to train your workforce on using the tool and evangelize the benefits so they can get the most out of the software. The entire process can take up to 4 weeks, depending on the amount of data that you need to import from other systems.
Charthop offers a white-glove onboarding, where a dedicated rep helps you with the initial setup. If you have any queries, you can always reach out to their customer support through the chatbox on the website. You can also check out their extensive library of support documentation that describes in detail their features, administration tools, privacy policy, FAQs, and more.
ChartHop was founded in 2018 by Ian White, who first started building the software to fill what he felt were gaps in his own knowledge when he founded, ran, and eventually sold his previous company, Sailthru. He firmly believes that when it comes to scaling a business, understanding how departments, people, and the organization as a whole work is key to success. And that’s why he established Charthop.
Today, Charthop aims to support leaders in scaling productive, transparent, and intentional organizations.
The company is backed by organizations like Andreessen Horowitz, Cowboy Ventures, Basement Fund, and 40+ founders and C-level executives.
Company HQ
New York, United States
Number of Employees
Charthop has around 200 employees
Year Founded
2018
Amount Raised
Charthop has raised a total of $54 million in funding over 3 rounds. Their latest was a Series B round on June 9th, 2021.
