ADP Outbound Payroll Sync

this feature is currently in alpha be one of the first customers to try it! please share any feedback with the charthop team how to setup a alpha feature contact mailto\ support\@charthop com or your csm if you have one they can activate the feature for you read below for setup instructions and context on how the feature will work charthop now allows you to sync certain fields from charthop back to adp this allows you to make charthop your source of truth for employee date while keeping adp up to date the sync can run on a scheduled basis or immediately after changes take place supported fields the following fields are supported for details on the exact field names, codes and their mappings please look at the outbound field mappers tab in the adp data connector app true 247,100 unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type 1 1 unhandled content type 1 1 unhandled content type 1 1 unhandled content type 1 1 unhandled content type 1 1 unhandled content type 1 1 unhandled content type 1 1 unhandled content type 1 1 unhandled content type 1 1 unhandled content type 1 1 unhandled content type 1 1 unhandled content type 1 1 unhandled content type configure outbound field mappers to configure the field mapping for outbound fields from the left sidebar select apps & bundles select the docid\ hij0yqv02zxpb29muh kk if you have already installed it select the outbound field mapper tab toggle on or off any field mappers for the built in fields that you would like to setup if you would like to map custom fields, please contact the charthop team at this time activating the outbound sync to activate the outbound sync from the left sidebar select apps & bundles select the docid\ hij0yqv02zxpb29muh kk if you have already installed it select the settings tab locate the app status & sync settings card on the right hand side & select edit check the automated outbound sync checkbox select if you want an event based or daily sync press save sync type options event based sync will run every time a change is made in charthop for example if an employee adds their birth date to their profile in charthop, that information will automatically sync after they save it daily sync will run every day and update information in adp each morning current limitations charthop is not able to create new people in adp, it can only update information on existing employees all compensation must be in usd base compensation is only supported for employees whose compensation in charthop is annual and whose pay schedule in adp is monthly or semimonthly you can't make past dated changes that are different from today valid adam's current pay is $90, the effective date for this pay was 6 months ago, 7/1/23 today, on 1/15/24 we give adam a raise to $100 with the effective date of 2 weeks ago, 1/1/24 not valid adam's current pay is $90, the effective date for this pay was 1 week ago, 1/7/24 today, on 1/15/24 we give adam a raise to $100 with the effective date of 2 weeks ago, 1/1/24 this is not a valid change because the effective date of the change is before the most recent change you can't make future dated changes ahead of time, but we will make the update when the sync runs on the current date not valid adam's current pay is $90, the effective date for this pay was 1 week ago, 1/7/24 today, on 1/15/24 we give adam a raise to $100 with the effective date of 2 weeks in the future, 2/1/24 only fields that require effective dates in adp can be effective dated all other dates will be set to today workflows a two way sync with adp enables charthop to be your source of truth for employees, managers, and administrators examples an employee is moving! they spoke with hr and now need to update their contact information they can login to charthop and change it right from their profile without having to dig into adp administrators can even set up actions to be notified when an employee does this if needed their home address, phone number, and other personal information will be sent to adp for payroll automatically we successfully wrapped up our compensation cycle in charthop updated compensation will update in adp on the effective date in to simplify payroll, no need to export or upload data our permissioning relies on charthop groups charthop syncs with okta and adp so we can reflect our organization structure as it is, and the information will flow to okta and adp for automatic access management future supported workflows we hired a new employee! their information came in from greenhouse, and our recruiting team can input the rest of their onboarding information in charthop, all data will flow to adp for payroll a manager recieved a letter of resignation they submitted a terminate and backfill scenario, which utilized charthop's approval workflows once approved and merged, the termination information will sync to adp to update payroll and employee records