Installing the Gusto app
This section covers setting up the Gusto integration app, which allows you to sync your employee roster to ChartHop.
After you have your Gusto Access Token and the Gusto subdomain name, you can install the Gusto integration app in ChartHop.
You'll be prompted to configure your payroll app when you select Install.
- Select the Go to Gusto button and log in to Gusto.
- You'll be prompted to authorize ChartHop to connect to Gusto in Gusto.
- Select the Authorize button in Gusto.
- Select Next step.
- Choose how you want to handle employee departures:
- 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.
- Choose if you want to include contractor data in your sync.
- Expand the Advanced settings section.
- Use the following table to guide you through advanced settings decisions.
Setting | Description |
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. |
Historical data | 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. |
Exclude IDs | To exclude specific individuals from the sync, enter their unique payroll system IDs here, separated by commas. |