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Anatomy of a payroll app

When you set up your payroll app, you'll need to consider the following aspects of installation and configuration:

  • Authentication
  • Configuration
  • Field Mapping

Authentication

You'll need to create a secure connection between ChartHop and your payroll system. In some cases, you need to enlist the help of a representative from ChartHop or your payroll system or both to ensure you have the correct credentials to connect your payroll system with CharHop. Typically, authentication will be established by one of the three methods:

  • API Keys
  • Administrative usernames/passwords
  • Oauth flow

Configuration

After authenticating your payroll app integration, the next step is to configure it. You’ll be able to fine tune the relationship between ChartHop and your payroll system by defining the integration’s behaviors for:

  • Data sync frequency
  • Data sync inclusions/exclusions
  • Email notifications

Mapping additional data

Once you have set up your payroll app, you can optionally map additional payroll fields to ChartHop or change how the default fields are mapped. Some of these are established already by default. You can add more or change how they are mapped to ChartHop fields.

ChartHop's payroll apps each support a different subset of ChartHop fields. This determines what data you can sync from your payroll provider to ChartHop. For example, if a payroll system referred to a data field type as a “termination”, ChartHop would need to register it as a “departure” in order to be understood correctly.

Download the following PDF for a quick view of which ChartHop fields are supported by which payroll app.

ChartHop fields by payroll app.pdf


Updated 23 Feb 2023
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