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 the number of custom field mappings that you have will depend on your plan 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 from the left sidebar, select apps & bundles from the sub menu, select apps select the installed apps tab find your payroll system app and select the gear icon 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 if you turn off the payroll sync, your data in charthop remains unchanged 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 from the left sidebar, select apps & bundles from the sub menu, select apps select the installed apps tab find your payroll system app and select the gear icon select run a one time sync at the top right of the page select whether you want sync to your primary org to an existing scenario to a new scenario that will be created when you sync choose if you want to exclude any employee ids from your import select run sync 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 from the left sidebar, select apps & bundles from the sub menu, select apps select the installed apps tab find your payroll system app and select the gear icon to view the manage app page in the app status & sync settings section, select edit select autosync to turn the automated sync on or off 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 from the left sidebar, select apps & bundles from the sub menu, select apps select the installed apps tab find your payroll system app and select the gear icon to view the manage app page in the app status & sync settings section, select edit set auto sync to off select save exclude employees from payroll syncs in some cases you may wish to omit one or more employees from your syncs from the left sidebar, select apps & bundles from the sub menu, select apps select the installed apps tab find your payroll system app and select the gear icon to view the manage app page in the advanced settings section, select edit 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 select save configure email notifications you can add or change the list of people that get notified when a synchronization happens from the left sidebar, select apps & bundles from the sub menu, select apps select the installed apps tab find your payroll system app and select the gear icon to view the manage app page if no email notifications are configured select add user type a name to select someone from your organization continue entering names if needed select save to add or delete someone from the list select edit select the trash icon next to a name to delete it type a name to select someone from your organization 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 field description default setting exclude ids if you want to exclude specific individuals from the sync, enter their unique ids here, separated by commas ids can typically be found on employees' profile pages that were created via a payroll sync the list of ids is blank sync historical data include historical changes in your sync you can configure how many days of data to include historical data is included job change history configure the number of days of history you want to include in your synchronized information sync all changes made select the changes you want to include in your sync you can include some or all of the following job titles managers groups compensation hire dates all changes are included default location when not set define whether or not you want to set the location to remote or leave it empty if it is not set in your payroll system location is set to remote if it is not set in your payroll system overwrite person fields when you choose this option, your payroll system remains the source of truth for the following fields in charthop birthdate, gender, home address and so on this means any edits you or an employee makes to this data in charthop is overwritten when the synchronization takes place this can pose an issue when someone uses charthop to updates employee fields in charthop, without requesting an update in the source system charthop recommends to set this to yes to avoid needing to update both charthop and your payroll system when a change is made to one of these fields set to yes payroll system data overwrites any changes to person data in charthop