Installing the Humaans app
This section covers setting up the Humaans integration app, which allows you to sync your employee roster to ChartHop.
For ChartHop to access your organization's Humaan's payroll data, you need to create an API key to use when configuring the app.
You use Humaans to create this API Key.
- In Humaans, select your profile icon at the top-right corner.
- Select API Access Tokens.
- Select Generate New Token, and create an API token named "ChartHop."
After you have your Humaans API key, you can install the Humaans integration app in ChartHop.
When you select install, you'll be prompted to walk through configuring your payroll app.
- the provided field.
- Select Next step.
Missing location information
Select one of the two options for what should happen if location information is set for an employee.
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.
Job change history
When importing job data into ChartHop, include changes within the specified period.