Configuring payroll apps

After you've installed your payroll app, you can adjust your payroll app settings if needed. This includes configuring settings or adjusting when it syncs.

You can also add custom field mappings that allow you to sync additional data from your payroll system to ChartHop. ChartHop Standard and Premium customers can add custom field mappings.

Manage app settings

You can update your payroll app settings and change the way that the payroll app synchronizes data and what data it includes.

1. Select the Settings menu (gear icon) and choose Apps.
2. Select the My Apps and Bundles tab.
3. Find your payroll system app and select the gear icon.
4. Select edit in any of the sections to view the settings and make changes.

Configure sync settings

You can change when the payroll app syncs data. You can turn the automated sync on or off or run an on-demand sync.

Run a one-time sync

You can run a one-time sync from your payroll app. You can do this even when you have configured an automated sync. An on-demand sync runs as soon as you select the option. When you run a one-time sync, you have the flexibility of syncing your current payroll data to a ChartHop scenario.





1. Select the Settings menu (gear icon) and choose Apps.
2. Select the My Apps and Bundles tab.
3. Find your payroll system app and select the gear icon.
4. Select Run a one-time sync at the top right of the page.
5. Select whether you want sync to:
   • your primary org
   • to an existing scenario
   • to a new scenario that will be created when you sync
6. Choose if you want to exclude any employee IDs from your import.
7. Select Run sync.
8. Once completed, a message indicates that the sync has been completed.

Run an automated sync

ChartHop recommends configuring your payroll app to do a daily sync to Charthop.

1. Select the Settings menu (gear icon) and choose Apps.
2. Select the My Apps and Bundles tab.
3. Find your payroll system app and select the gear icon to view the Manage app page.
4. In the App status & sync settings section, select Edit.
5. Select Autosync to turn the automated sync on or off.
6. Select Save.

Disable a payroll automated sync

You can disable your payroll app's automated sync at any time from the settings section in your payroll app.

1. Select the Settings menu (gear icon) and choose Apps.
2. Select the My Apps and Bundles tab.
3. Find your payroll system app and select the gear icon to view the Manage app page.
4. In the App status & sync settings section, select Edit.
5. Set Auto sync to off.
6. Select Save.

Exclude employees from payroll syncs

In some cases you may wish to omit one or more employees from your syncs.

1. Select the Settings menu (gear icon) and choose Apps.
2. Select the My Apps and Bundles tab.
3. Find your payroll system app and select the gear icon to view the Manage app page.
4. In the Advanced Settings section, select Edit.
5. In the Exclude [Your payroll system] IDs section, add the IDs of the employee(s) you wish to exclude from the sync.
   • All employee's who's IDs have been added to the list will no longer have their information updated during the sync.
6. Select Save.

Configure email notifications

You can add or change the list of people that get notified when a synchronization happens.

1. Select the Settings menu (gear icon) and choose Apps.
2. Select the My Apps and Bundles tab.
3. Find your payroll system app and select the gear icon to view the Manage app page.
4. If no email notifications are configured:
   1. Select Add user.
   2. Type a name to select someone from your organization.
   3. Continue entering names if needed.
   4. Select Save.
5. To add or delete someone from the list:
   1. Select Edit.
   2. Select the Trash icon next to a name to delete it.
   3. Type a name to select someone from your organization.
   4. Select Save.

Configure advanced settings

You can customize advance settings your payroll app data syncs to ChartHop. For example, you can exclude some data and set up notifications so that people in your org are notified when data is synchronized.

Advanced settings are automatically configured, so you can review these settings and update them if necessary.

After you've installed a payroll app, you can update these settings if you need to change them.