Implementing ChartHop
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Installing payroll apps
Workday
Workday Reports
Workday Reports can be imported using the separate app Workday Reports App in ChartHop. Install the Workday Reports app and follow the instructions to set it up.
Prerequisites:
- Access to a Workday Reports URL
- Ability to create an Integration System User (ISU) in Workday.
- Sign in to Workday Reports using your company’s login page.
- For help finding the correct URL, please reach out to your company’s HR or IT department.
- In Workday, create an Integration System User (ISU).
- Ensure that the new user has read access to all fields contained within the newly created report. If calculated fields are included, allow access to all fields within the calculations.
- Enter the username and password
- Backfill departures — When syncing departures, choose whether or not to automatically create backfills in ChartHop.
- Missing location information — If location is not set for an open role in Workday Reports
- Overwrite person fields — Workday Reports will overwrite the values in ChartHop for person fields, such as gender, birthdate, home address, etc. This can pose an issue when an employee has elected to update their person fields in ChartHop, without requesting an update in Workday Reports.
- Exclude Workday IDs — IDs of people to exclude
