ChartHop Performance
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
Feature Scope
Core performance management: Configure review cycles with flexible questions (15 question types), quick-start templates, and rules for eligibility, form editing, rating approvals, and review releases; tailor processes for different employee populations. Monitor completion and compliance with manager-level visibility and customizable reminders. Continuous performance tools include 1:1s, goal tracking, auto-sent forms, and peer feedback/recognition with shoutouts pushed to Slack. Best-practice templates for 360, upward, downward, peer reviews; OKR and shoutout forms. Analysis and records: Dynamic dashboards slice data by department, manager, tenure, compensation, and engagement levels; sync data to other systems or spreadsheets; maintain historical records (ratings, goals, 1:1 notes, feedback, recognition) on employee profiles, accessible to the employee and current manager. Platform capabilities included: Org chart, employee profiles with configurable access levels, spreadsheet-like Data Sheet with live sync to Google Sheets/Excel, map view, company calendar, and AI-powered dashboards. Integrations and APIs: Slack for recognition; dozens of integrations across payroll, ATS, equity, identity & performance; open REST API with read/write endpoints. Example integrations include ADP Workforce Now (two-way sync), UKG, Bamboo, Justworks, Paylocity, and Carta (equity data sync, including stock grants and 409A valuations). Security highlights: robust, configurable access controls; AI insights protected by Access Guard; SSO available (noted in pricing for Basic); SOC 2 Type 2 attestation. Compliance: SOC 2 Type 2 completed.
Pricing hints: Sold as a Core Module. Pricing model: per-employee-per-month (PEPM). First core module: $8 PEPM and includes The ChartHop Platform; each additional core module: $4 PEPM. Minimum contract size: $9,000/year. One-time implementation fees scoped separately. ChartHop Basic plan available at $2 PEPM (no minimum, includes SSO and primary payroll integrations). Pricing displayed in USD context.
Security hints: Robust, configurable access controls for actions, views, and data points; granular scoping by department, location, or area. AI features protected by Access Guard to keep insights safe and permissioned. SSO available (noted on Basic). Platform has successfully completed SOC 2 Type 2 examination.
Compliance hints: SOC 2 Type 2 completed.
Implementation hints: One-time implementation fees are scoped separately; Performance setup aided by quick-start templates, configurable forms, and workflows.
Support hints: Support for current customers via support@charthop.com; Help Center and resource libraries available; demo and sales contact offered.
Integration hints: Dozens of integrations across payroll, ATS, equity, identity & performance. Open REST API with read/write endpoints. Notable integrations: ADP Workforce Now (two-way sync), UKG, Bamboo, Justworks, Paylocity (payroll); Slack (recognition, approvals); Carta (equity data sync, weekly or on-demand); Google Sheets/Excel (data sync/export).
- Survey builder for engagement cycles: 15+ question types, bundled templates, recurring eNPS/pulse, and automated sends at key journey moments (onboarding, manager changes, exit). [charthop.com/modules/engagement]
- Anonymous and de‑identified surveys/forms: hide names while optionally retaining demographic fields; use always‑on anonymous forms for sensitive topics. [charthop.com/modules/engagement]
- AI summaries: instant analysis of hundreds of open‑ended responses, including cohort-level summaries to spot patterns and emerging themes. [charthop.com/modules/engagement]
- Engagement dashboards & analysis: segment by department, team, gender, race, age group, performance level, compensation band, or any custom field; track survey compliance and participation. [charthop.com/modules/engagement]
- Secure sharing & permissions: configurable user roles and smart reporting limits so managers/executives can explore only their team’s data; centralized engagement data lives alongside all people data for deeper insights. [charthop.com/modules/engagement]
- Recognition in Slack: customize a recognition program, share kudos in Slack, and reference recognition in performance cycles. [charthop.com/modules/engagement]
- Platform capabilities included with ChartHop: org chart, employee profiles, data sheet (table view with filters/sorts and live sync to Google Sheets/Excel), map view, company calendar, AI‑powered dashboards. SSO available, mobile app for employees. [charthop.com/modules/engagement, charthop.com/modules/hris, charthop.com/pricing]
- Integrations: payroll (e.g., ADP Workforce Now two‑way sync; UKG, Bamboo, Justworks, Paylocity), ATS (Greenhouse, Lever, Ashby), identity providers (SSO/identity integrations), Slack, Google Sheets/Excel sync, Carta equity data, and an open REST API with read/write endpoints. [charthop.com/modules/hris, charthop.com, charthop.com/resources/blog/company-announcements/announcing-charthops-partnership-with-carta]
- Security & privacy: enterprise-grade controls with configurable access; AI protected by Access Guard (permission-aware AI responses); SOC 2 Type 2 attested. [charthop.com, charthop.com/modules/hris]
- Compliance: SOC 2 Type 2 completed
Pricing hints: Core modules are mix-and-match: first module $8 per employee per month (PEPM), each additional module $4 PEPM; minimum contract $9K/year; one-time implementation fees scoped separately. Engagement is listed as a core module. ChartHop Basic is $2 PEPM (includes SSO and core visualization features). [charthop.com/pricing]
Security hints: Enterprise-grade security with configurable access controls and smart reporting limits; SSO supported; AI protected by Access Guard (permission-aware). SOC 2 Type 2 examination completed.
Compliance hints: SOC 2 Type 2 completed.
Implementation hints: Built for speed: deep native integrations enable visualizing live org data quickly (often day one); aim to move from spreadsheets to strategic planning in weeks, not months. One-time implementation fees apply and are scoped separately. [charthop.com, charthop.com/pricing]
Support hints: Support via email (support@charthop.com); Help Center resources; professional services/CSM referenced in testimonials.
Integration hints: ADP Workforce Now (two-way sync), UKG, BambooHR, Justworks, Paylocity; ATS like Greenhouse, Lever, Ashby; Slack; Carta (equity); identity providers (SSO/identity integrations); open REST API with read/write; Google Sheets/Excel sync. [charthop.com/modules/hris, charthop.com, charthop.com/resources/blog/company-announcements/announcing-charthops-partnership-with-carta]
Features at a Glance
Core HR
- Org chart
- Employee records
- Workflows
- Roles & permissions
- Manager self-service
- Employee self-service
- Document management
Performance
- Reviews
- 360 feedback
- Goals/OKRs
Analytics
- Dashboards
- Custom reports
Data & API
- Data export
- API
Integrations
- Slack integration
- Okta integration
- Azure AD integration
Administration
- Audit trail
- Custom fields
Security & IT
- SSO/SAML
- RBAC
- Audit logs
- SCIM
- MFA
Compliance
- SOC 2
- GDPR
- DPA available
Mobile
- iOS/Android app
Pricing Model
On request
Price on request; ChartHop prepares a proposal based on team size and requirements.
Implementation
Support
Email · Cat · Help Center · Dedicated account manager
Integrations
Google Sheets
OtherLive data synchronization via Data Sheet.
ADP Workforce Now
PayrollTwo-way sync
UKG
HRISBambooHR
HRISJustworks
PayrollPaylocity
PayrollGreenhouse
ATSLever
ATSAshby
ATSCarta
OtherEquity data integration
REST API
APIOpen REST API with read/write endpoints
SSO providers
SSOSSO/identity integrations supported
Identity/SSO providers (various, SAML)
SSOSSO included (even in the Basic plan).
Webhooks / Realtime Sync
WebhookSupport for event-based/real-time synchronization.
Microsoft Excel
OtherLive data synchronization via Data Sheet.
ATS connectors (various)
ATS200+ connectors according to the resource; includes pushing open jobs to the ATS; supports headcount planning.
Performance tools (various)
OtherIntegrations with performance systems within the ecosystem were mentioned.
Data connectors (200+)
OtherA broad integration ecosystem with advanced mapping, transformation, and monitoring; supports sandbox testing.
Slack
OtherPublic recognition/shout-outs directly from Slack.
Open REST API (read/write)
APIOpen REST API with read/write access; option to restrict data access.
Payroll connectors (various)
PayrollCore payroll integrations included in Basic; 200+ connectors, according to the resource.
Equity systems (various)
OtherEquity data integrations mentioned in the ecosystem.