Installing the ADP (Legacy) app
This section covers setting up the ADP (Legacy) app, which allows you to sync your employee roster to ChartHop.
Please note: This app is considered legacy. For the best experience, we recommend our newer Installing the ADP Data Connector app.
For ChartHop to access your organization's ADP payroll data, you need to obtain an API client ID and secret from your ADP representative. This information allows ChartHop to connect to ADP to receive your employee data.
You can obtain an API key by emailing your ADP representative. When you do so, include [email protected] so that a ChartHop representative can help you.
After you have your ADP API key, you can install the ADP integration app in ChartHop.
You'll be prompted to configure your payroll app when you select to install.
- In the Enter your API credentials step, enter the following information that you received from your ADP representative in the following order:
- Client ID
- Select Next step.
- Expand the Advanced settings section.
- Use the following table to guide you through advanced settings decisions.
Missing location information
Select one of the two options for what should happen if location information is set for an open role:
Advanced sync options
Select the data changes you want to include in your sync. You can include some or all of the following employee data:
Overwrite person fields
ChartHop recommends using this setting to avoid needing to update both ChartHop and your payroll system when a change is made to any field value that is synced from your payroll system.
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. Any edits you or an employee make to this data in ChartHop are overwritten during synchronization. This can pose an issue when someone uses ChartHop to update employee fields in ChartHop, without requesting an update in the source system.
Choose whether or not you want to sync historical data. You can turn this off if you want to exclude any historical changes before the date of your initial sync.
To exclude specific individuals from the sync, enter their unique payroll system IDs here, separated by commas.
Include ADP companies
Indicate the ADP companies you want to include in your sync. You should set this only if you track multiple companies in your ADP instance.