This section covers setting up the Humaans integration app, which allows you to sync your employee roster to ChartHop. 

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. 

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. 

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.

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.

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.

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.

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:

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. 

Synced data from Humaans

Installing the Humaans app

ChartHop Premium: You can work with ChartHop implementation services to customize what is synced.

data-mapping

note

Transform Type refers to the logic employed when copying data from the source field to the target.

note-tranform-type

Package_Premium

Synced data from Justworks

Installing the Justworks app

Justworks

ChartHop documentation

ChartHop Docs

ChartHop Help Center

ChartHop Directory Mobile App

ChartHop Video Library

ChartHop terminology

Markdown formatting

Filtering data

Hiding sensitive data

Navigating ChartHop

Home page

Export your Org Chart to slides

Embed your Org Chart on a webpage

Org Chart

Editing data in the Data Sheet

Creating Data Sheet views

Syncing Data Sheet views to a spreadsheet

Exporting data from the Data Sheet

Data Sheet

Viewing employee profiles

Employee Profiles

Getting around in ChartHop

Signing in to ChartHop for the first time

View your profile information

Control what people see on your profile

Set your work location

Update your org profile image

Customize your employee profile

Complete tasks and forms

Give a Shoutout

Change your password

Edit your user settings

Sync your calendar with ChartHop

ChartHop for Employees

ChartHop implementation overview

Syncing your payroll system

Syncing your hiring plan 

Import payroll data for ChartHop Basic

Syncing data via an SFTP server

Creating your ChartHop org

Payroll systems

Applicant tracking systems

Equity syncs

FP&A

Identity & SSO

Slack

Apps & Integrations

Birthday announcements

Work Anniversary announcements

Nine box ratings

Shoutouts

Bundles

Implementing ChartHop

Fields

Sync history

Importing spreadsheet data

Editing employee profiles

Managing data

Group details

Group names and aliases

Departments

Teams

Locations

Bands

Job codes

Managing groups

About org management

Working with people

Working with jobs

Working with job history

Announcing org changes

Effective dating

Managing people and jobs

Working with custom dashboards

Configuring charts

Chart types

Advanced chart customization

Filtering data in a dashboard

Sharing a dashboard

Duplicate, export, or delete a dashboard

Dashboards

Scenarios

Headcount planning

Compensation bands

Planning

Creating a new compensation review

Setting up a compensation review

Managing a compensation review

Concluding a compensation review

Compensation reviews owner FAQs

Participating in a compensation review

Compensation reviews

Create a review

Adding forms to a review

Managing forms in a review

Monitoring participation in a review

Collaborating in a review

Closing a review

Export form responses in a review (cloned)

Viewing review data in ChartHop

Performance reviews

Create a survey

Adding forms to a survey

Managing forms in a survey

Monitoring participation in a survey

Collaborating in a survey

Closing a survey

Export form responses in a survey

View survey responses

Engagement surveys

Forms

New hire management

Letter templates

Managing tasks

People Ops Tools

User access controls

User management

Access Settings

Untitled

Configuring general settings

Configuring the Home page

Configuring Org Chart Defaults

Configuring Data Sheet Defaults

Notification preferences

Configuring financial settings

Enabling approvals

Configuring profiles

Admin settings

ChartHop for Administrators

Getting started with Carrot

Key Concepts

Basic Org Information

Compensation

Job Changes

Permissions

Personal

Recruiting

Structure

Time off

Data Types

+ (add)

- (subtract)

* (multiply)

/ (divide)

% (modulus)

= (equals)

!= (not-equals)

! (not)

> (greater-than)

>= (greater-than-equals)

< (less-than)

<= (less-than-equals)

[ ](array)

: (match)

&& (and)

|| (or)

? (ternary)

?: (elvis)

. (dot)

Operators

abs()

asOf()

boolean()

compHistory()

compBetween()

costBetween()

date()

day()

daysOffBetween()

diffYears()

diffMonths()

distance()

monthEnd()

Functions

Carrot reference

Setting	Description
Missing location information	Select one of the two options for what should happen if location information is set for an employee. Set Remote as the default location in ChartHop - When selected, any open role that does not have a location set will be set to have a Remote location in ChartHop. Leave location blank in ChartHop - When selected, any open role that does not have a location set in your payroll app will not have a location set in ChartHop.
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: Job titles Managers Groups Compensation Hire dates
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.
Job change history	When importing job data into ChartHop, include changes within the specified period.

Installing the Humaans app

Review your payroll system data

Create a Humaans API key

Install the Humaans app

Connect the Humaans app

Configure data sync settings for Humaans

Configure advanced settings

Run an initial one-time sync of your payroll data

Verify your data in ChartHop

Configure your payroll app sync to run daily