ChartHop
The HR Platform Built for AI
ChartHop is an AI-powered people platform and HRIS that connects workforce and business data to power headcount planning, compensation, performance, engagement, goals, and analytics. It offers role-based access controls, encryption in transit and at rest, mandatory SSO, and has completed a SOC 2 Type 2 examination. ChartHop integrates with systems like ADP, Greenhouse, Lever, and Ashby to serve HR, Finance, and Operations leaders at growing organizations.
Security & Compliance
Security and privacy are top priorities.
Security Features
Certifications
- ISO 27001
- SOC 2
Data & Hosting
Data residency
US
Retention & deletion
Access logs are currently deleted after seven days. Change logs are retained while the customer account exists and deleted when the account is terminated or when required by law. Identifiable customer data is deleted one year after termination, or earlier on request.
Feature Scope
AI and analytics: Ask ChartHop conversational copilot embedded across HRIS, Planning, Performance, Engagement, and Compensation; AI insights and summaries alongside charts and dashboards; agentic workflows via Impact Buttons; transparent reasoning with clickable source tags; admin review logs for AI interactions (https://www.charthop.com/ai, https://www.charthop.com/modules/hris). Core HRIS: Employee profiles, org chart with timeline, map view, company calendar, data sheet (spreadsheet-like editor with Google Sheets/Excel sync), employee resource pages, onboarding/offboarding workflows with forms/tasks/emails/surveys, time off management with Slack approvals, payroll sync (deep two-way with ADP Workforce Now), and primary payroll integrations (https://www.charthop.com/modules/hris, https://www.charthop.com/pricing). Planning and performance suite: Built-in scenario planning for headcount and org changes; performance reviews and continuous performance; engagement surveys with AI summaries; compensation cycle configuration with letters and pay bands; goals/analytics modules (https://www.charthop.com/, https://www.charthop.com/pricing). Integrations and API: Dozens of native integrations across payroll/HRIS (ADP, Workday, UKG, Paylocity, Gusto, BambooHR, Personio, Deel, Justworks, Namely, Paycom, Paycor, SAP SuccessFactors, etc.), ATS (Greenhouse, Lever, Ashby, Jobvite), equity (Carta), identity/SSO; open REST API with read/write endpoints; two-way ADP Workforce Now sync; Slack actions; Google Sheets/Excel sync (https://www.charthop.com/integrations, https://www.charthop.com/modules/hris, https://www.charthop.com/pricing, https://www.charthop.com/resources/blog/company-announcements/announcing-charthops-partnership-with-carta/). Security and privacy: Access Guard role- and permission-based controls for all AI outputs; AI does not share customer org data outside ChartHop for model training; SOC 2 Type 2 attestation; organization-private AI context (https://www.charthop.com/ai, https://www.charthop.com/, page footers).
Pricing hints: Modular PEPM pricing: first core module $8/employee/month including the ChartHop Platform; each additional module $4/employee/month; minimum contract $9K/year; one-time implementation fees scoped separately. ChartHop Basic available at $2/employee/month with no minimum and no implementation fee (SSO and primary payroll integrations included). Modules include HRIS, Headcount Planning, Compensation, Performance, Engagement.
Security hints: Access Guard enforces strict role/permission visibility in all AI outputs; admins can review AI interactions. ChartHop states organizational data is kept private and is not shared outside ChartHop for AI model training. SOC 2 Type 2 examination completed (Schellman & Company). SSO available (listed for Basic).
Compliance hints: SOC 2 Type 2 attestation is explicitly stated.
Implementation hints: Claimed fast time-to-value: live org chart visualization day one for many teams; implementation in weeks, not months, aided by deep native integrations. One-time implementation fees are scoped separately. Onboarding/offboarding workflows and robust integrations ease setup and migration from payroll/ATS/equity systems (https://www.charthop.com/, https://www.charthop.com/pricing, https://www.charthop.com/modules/hris).
Support hints: Support via email (support@charthop.com) and Help Center; contact form and demo requests available; community resources (newsletter, job board). Customer reviews mention dedicated CSM support. Employment verification contact: people-team@charthop.com, +1-315-992-8086 (https://www.charthop.com/contact-us, https://www.charthop.com/pricing).
Integration hints: Native integrations across payroll/HRIS (ADP Workforce Now two-way, ADP Run, Workday, UKG, Gusto, BambooHR, Paylocity, Paycom, Paycor, Namely, Personio, Deel, Justworks, Ceridian Dayforce, SAP SuccessFactors, Trinet, Square Payroll, QuickBooks, Sage, Zenefits, Oyster, etc.), ATS (Greenhouse, Lever, Ashby, Jobvite), equity (Carta), plus many others. Open REST API with read/write endpoints; export tools; Slack approvals; Google Sheets/Excel sync. ChartHop materials reference 200+ connectors in ecosystem (per ChartHop resource article), though the integrations page lists dozens explicitly (https://www.charthop.com/integrations, https://www.charthop.com/modules/hris, https://www.charthop.com/resources/top-hris-integration-considerations, https://www.charthop.com/resources/blog/company-announcements/announcing-charthops-partnership-with-carta/).
- Pre-built connectors across HRIS/Payroll, ATS, and Equity: ADP Run, ADP Workforce Now (two-way sync), BambooHR, Dayforce, Deel, Gusto, Insperity, Justworks, Namely, Paychex, Paycom, Paycor, Paylocity, Personio, SAP SuccessFactors, Sage, Sequoia One, Square Payroll, TriNet, UKG, Workday, Zenefits; ATS: Greenhouse, Lever, Ashby, Jobvite; Equity: Carta — plus many more providers listed.
- Example workflows: push open jobs from ChartHop to Greenhouse; one‑click push of new hire data from Ashby to ChartHop; daily/automatic syncing of team changes and time‑tracking of moves; integrate equity grants/valuations to view total compensation. (https://www.charthop.com/integrations, https://www.charthop.com/resources/blog/company-announcements/announcing-charthops-partnership-with-carta)
- Scale and coverage: 200+ connectors, hybrid real‑time and batch processing, automated retries, monitoring/status visibility.
- Data handling: automated field mapping and transformations to align schemas across systems; support for complex data mapping; designed as a system of intelligence to unify people and business data. (https://www.charthop.com/resources/top-hris-integration-considerations, https://www.charthop.com)
- API & developer: robust REST API, webhooks for real‑time updates, sandbox testing, comprehensive documentation.
- Security: enterprise‑grade encryption, role‑based access controls, audit logging across integrations; SSO available (included in ChartHop Basic). (https://www.charthop.com/resources/top-hris-integration-considerations, https://www.charthop.com/pricing)
- Compliance: independently audited SOC 2 Type 2. (Footer across site)
- Outcomes: automatic org chart updates, unified analytics and reporting, real‑time budget impact in headcount planning, integrated recruiting-to-onboarding workflows, and transparent comp with equity data in one place. (https://www.charthop.com, https://www.charthop.com/integrations)
Pricing hints: Core modules: first module $8 PEPM; each additional module $4 PEPM; minimum contract $9K/year; one‑time implementation fees scoped separately. ChartHop Basic: $2 PEPM, includes SSO and primary payroll integrations. Pricing is per‑employee, per‑month and you pay only for needed modules. (https://www.charthop.com/pricing, https://www.charthop.com)
Security hints: Enterprise‑grade security with encryption, role‑based access control, audit logging; SSO supported (included in Basic). ChartHop has completed a SOC 2 Type 2 examination. (https://www.charthop.com/resources/top-hris-integration-considerations, https://www.charthop.com/pricing, site footer across pages)
Compliance hints: SOC 2 Type 2 completed. (site footer across pages)
Implementation hints: Built for speed with deep native integrations; many teams see live org data on day one; aim for weeks, not months. ADP Workforce Now two‑way sync highlighted. One‑time implementation fees are scoped separately. (https://www.charthop.com, https://www.charthop.com/integrations, https://www.charthop.com/pricing)
Support hints: Help Center and Resources, Community, and direct contact/demo options are available publicly; Testimonials highlight strong customer success support. (https://www.charthop.com, https://www.charthop.com/pricing)
Integration hints: 200+ connectors with HRIS/Payroll (ADP Run, ADP Workforce Now two‑way, BambooHR, Dayforce, Deel, Gusto, Namely, Paychex, Paycom, Paycor, Paylocity, Personio, SAP SuccessFactors, Sage, Sequoia One, Square Payroll, TriNet, UKG, Workday, Zenefits, and many others), ATS (Greenhouse, Lever, Ashby, Jobvite), and Equity (Carta). API with webhooks and sandbox; automated mapping/transformations; monitoring and retry mechanisms; hybrid real‑time/batch sync. (https://www.charthop.com/integrations, https://www.charthop.com/resources/top-hris-integration-considerations, https://www.charthop.com/resources/blog/company-announcements/announcing-charthops-partnership-with-carta)
Visual scenario planning on an interactive org chart with drag-and-drop changes; switch to data sheet or dashboard views for analysis (budget, demographic impact). Configurable approval workflows based on cost or change type to align HR, Finance, Talent, leadership, and managers. Secure collaboration via intelligent access controls/permissions to share or combine private scenarios while protecting sensitive data. Real-time budget tracking and dashboards; budget allocation for planners. Manager self-service to request openings, updates, terminations/backfills via guided workflows with required fields. ATS execution: automatically push approved requisitions to Ashby, Greenhouse, Jobvite, or Lever and sync recruiting metrics to track against plan. AI insights to create and compare scenarios, analyze budget impact, and surface recommendations. Platform capabilities included: Org Chart, Employee Profiles, Data Sheet (with filters/sorts and sync to Google Sheets/Excel), Map View, Company Calendar, AI-powered dashboards. Integrations: dozens across payroll/HRIS (e.g., ADP Workforce Now two-way, Workday, UKG, BambooHR, Gusto, Paylocity, Personio, Paycom, Paycor, SAP SuccessFactors), ATS (Ashby, Greenhouse, Jobvite, Lever), equity (Carta), plus a modern REST API with read/write endpoints (open, does not limit partners). Security: role-based and field-level access controls (Access Guard for AI), SSO available (included even in Basic), data isolation per org; SOC 2 Type 2. AI governance: your org’s data isn’t used to train foundation models. Sources: https://www.charthop.com/modules/headcount-planning, https://www.charthop.com/integrations, https://www.charthop.com/pricing, https://www.charthop.com/resources/announcing-ask-charthop-ai-now-available-across-all-five-modules, https://www.charthop.com/
Pricing hints: Core modules: first module $8 PEPM; each additional module $4 PEPM; minimum contract $9K/year; one-time implementation fees scoped separately. ChartHop Basic: $2 PEPM (no minimum, no implementation fee). Sources: https://www.charthop.com/pricing
Security hints: Enterprise-grade access controls with role-based and field-level permissions; SSO available (included in Basic); modern REST API with ability to create secure, limited access; SOC 2 Type 2 completion by Schellman & Company; AI Access Guard enforces permissions and data is not used to train foundation models. Sources: https://www.charthop.com/pricing, https://www.charthop.com/resources/announcing-ask-charthop-ai-now-available-across-all-five-modules, https://www.charthop.com/, https://www.charthop.com/contact-us
Compliance hints: Sources: https://www.charthop.com/
Implementation hints: Built for speed; most teams can visualize live data on day one via native integrations; goal is to get from spreadsheets to strategic planning in weeks, not months. One-time implementation fees may apply for core packages (scoped separately). Sources: https://www.charthop.com/, https://www.charthop.com/pricing
Support hints: Support via email (support@charthop.com). Customer Success involvement referenced for AI enablement and onboarding. Help Center available. Sources: https://www.charthop.com/contact-us, https://www.charthop.com/resources/announcing-ask-charthop-ai-now-available-across-all-five-modules
Integration hints: ATS: Ashby, Greenhouse, Jobvite, Lever (push approved jobs, sync metrics). Payroll/HRIS: ADP Workforce Now (two-way), Workday, UKG, BambooHR, Gusto, Paylocity, Personio, Paycom, Paycor, SAP SuccessFactors, Namely, Deel, Dayforce, etc. Equity: Carta. API: modern, open REST API with read/write. Data Sheet sync to Google Sheets/Excel. Sources: https://www.charthop.com/integrations, https://www.charthop.com/modules/headcount-planning
Features at a Glance
Core HR
- Employee records
- Org chart
- Positions
- Workflows
- Employee self-service
- Manager self-service
- Roles & permissions
- Multi-country
Leave
- Leave policies
- Approvals
- Calendars/absence
Performance
- Reviews
- 360 feedback
- Goals/OKRs
Compensation
- Comp cycles
- Salary bands
Analytics
- Dashboards
- Custom reports
Data & API
- Data export
- API
Integrations
- Slack integration
- Okta integration
Mobile
- iOS/Android app
- Responsive UI
Security & IT
- SSO/SAML
- RBAC
- SCIM
- MFA
- Audit logs
Compliance
- SOC 2
- GDPR
- DPA available
Onboarding
- Tasks & owners
- Onboarding checklists
Offboarding
- Offboarding checklists
Administration
- Custom fields
- Audit trail
Pricing Model
On request
Price on request; ChartHop prepares an individual proposal based on team size, required capabilities and desired connections.
Implementation
Support
Email · Cat · Help Center · Dedicated account manager
Integrations
ADP
PayrollIncludes ADP Workforce Now with deep, two-way sync
ADP Workforce Now
PayrollDeep, two-way sync
BambooHR
HRISUKG
HRISPaylocity
PayrollJustworks
PayrollGusto
PayrollPaycom
PayrollPaycor
PayrollPersonio
HRISWorkday
HRISSAP SuccessFactors
HRISDeel
PayrollGlobal payroll/EOR
Namely
HRISQuickBooks
OtherAccounting
Greenhouse
ATSLever
ATSAshby
ATSJobvite
ATSCarta
EquitySlack
OtherApprovals and recognition; Slack-powered actions
Google Sheets
OtherSync/data export
Microsoft Excel
OtherSync/data export
Open REST API
APIRead/write endpoints for custom integrations and workflows
Sequoia One
PayrollPersonnel Expenditure
Dayforce
HRISFactorial
HRISSquare Payroll
PayrollZenefits
HRISHorizon Payroll
PayrollHumaans
HRISREST API (ChartHop)
APIOpen REST API with read/write endpoints; no vendor lock-in
ADP Run
PayrollPaychex
PayrollOyster
PayrollEOR/Global employment
Square
PayrollSquare Payroll
TriNet
PayrollPersonnel Expenditure
Insperity
PayrollPersonnel Expenditure
ChartHop REST API
APIOpen REST API with read/write endpoints and scoped access.
Sage
OtherAccounting/HR
