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 ChartHop support 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.

Install and purchase ADP Data connector

To configure the field mapping for Outbound fields:

Configure Outbound field mappers

To configure the field mapping for Outbound fields:

From the left sidebar select Apps & Bundles

Select the ADP Date Connector App 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 ADP Date Connector App 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

Access to fields depends on where it lives in ADP.

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, semimonthly or biweekly.

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.

Compensation fields can be effective dated.

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.

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.