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.
Select the Settings menu (gear icon) and choose Apps.
Select the My Apps and Bundles 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.
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Select the Settings menu (gear icon) and choose Apps.
Select the My Apps and Bundles 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.
Select the Settings menu (gear icon) and choose Apps.
Select the My Apps and Bundles 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.
Select the Settings menu (gear icon) and choose Apps.
Select the My Apps and Bundles 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.
Select the Settings menu (gear icon) and choose Apps.
Select the My Apps and Bundles 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.
Select the Settings menu (gear icon) and choose Apps.
Select the My Apps and Bundles 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.
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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.
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Updated 28 Sep 2023

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TABLE OF CONTENTS

Manage app settings

Configure sync settings

Run a one-time sync

Run an automated sync

Disable a payroll automated sync

Exclude employees from payroll syncs

Configure email notifications

Configure advanced settings

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.