Installing the ADP Data Connector

this section covers setting up the adp (legacy) app, which allows you to sync your employee roster to charthop for a full list of data fields included in the integration, see docid\ zyhki5mxrujs rqrgl4iu install instructions review your payroll system data your charthop payroll app syncs your employee data from your payroll system and builds your org chart in charthop once your org chart is created, you can start using charthop charthop recommends reviewing the data in your payroll system to ensure it is what you expect before you sync it to charthop for example, if an employee has multiple system ids in your payroll system, that employee’s data won’t sync properly you should also be sure that your payroll system reflects an accurate view of your organization, including reporting structures, employee locations, and compensation purchase charthop connector for adp workforce now the data connector is installed through the adp marketplace the data connector requires a $360/yr fee paid to adp the purchasing/installing user will need to have admin privileges in adp wfn navigate to the https //apps adp com/en us/apps/417276 click buy now during checkout, you will be asked for your authorization code to find your authorization code, from the left sidebar, select apps & bundles from the sub menu, select authorization codes adp checkout flow enter authorization code find your authorization code on charthop 5\ once purchased, the adp data connector app will be installed in your charthop org automatically 6\ after checkout, you will need to give charthop consent to https //docs charthop com/synced data from adp check your email for the consent link, generally titled "connection request" this email will be sent from an adp email address follow the instructions in the link to grant charthop access to your adp data configure data sync settings for adp data sync settings control how and what data is synced to charthop from your payroll system for example, you can choose whether or not to create a backfill position in charthop when you have a departure in your payroll system other advanced settings allow you to exclude certain employees select one of the two options automatically create backfills this option creates a backfill position in charthop (open job) when an employee is marked as departed in your payroll system sync departures only this option removes the departed employee from charthop the employee's job history remains in charthop configure advanced settings advanced settings allow you to better control how your payroll data syncs to charthop charthop recommends accepting the default values for these settings please get in touch with charthop support or your customer success manager for assistance if needed expand the advanced settings section use the following table to guide you through advanced settings decisions true unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type run an initial one time sync of your payroll data when you first configure your payroll app, you should run a one time sync to verify that the sync is operating as you expect it to and that your data is what you expect to run a one time sync in the setup wizard, select the run one time sync option select finish setup verify your data in charthop after running your first sync, you can use the data sheet and org chart pages to spot check your data you can use the sync history page to verify when the sync was run and if it encountered any issues you should spot check your charthop org for the following correct management reporting lines compensation data employee information on profiles (names, addresses, and so on) job titles departments locations remember that most issues with your synced data originate in your payroll system charthop allows you to visualize your employee data to make finding these discrepancies easier still, you’ll need to fix any data discrepancies in your payroll system and rerun the sync to view the fixes in charthop configure your payroll app sync to run daily after you’ve synced your data for the first time and verified your org chart, you should configure a daily sync the value of syncing your payroll data to charthop is that it ensures that your employee data is always up to date from the left sidebar, select apps & bundles from the sub menu, select apps, if not already pre selected select the installed apps tab scroll to your payroll app and select the gear (settings) icon on the far right of the row to view app settings within the app status & sync settings section, select the edit (pencil) icon toggle the auto sync option to on select save