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.

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Synced data from Justworks

Installing the Justworks app

Justworks

ChartHop documentation

ChartHop Docs

ChartHop Help Center

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

Configuring general settings

Enabling approvals

Managing Currencies and costs

Customizing a welcome email

Creating Home page announcements

Configuring SSO options

Setting up Stock valuations

Configuring your Org settings

Inviting users

Adding a user

Assigning roles 

View as another user

Removing users

Revoking user sessions

Editing user information

User management settings

Inviting users and setting permissions

Key Concepts: Role-based Access

Defining a custom permission

Defining a custom role

Built-in Roles

Controlling sensitive data

User access controls

Group details

Group names and aliases

Departments

Teams

Locations

Bands

Job codes

Creating and managing groups

ChartHop apps

ChartHop bundles

Integrations and bundles

Implementing ChartHop

Scenarios

Headcount planning

Compensation reviews

Compensation bands

Planning

Sync history

Importing spreadsheet data

Editing employee profiles

Managing employee data

Working with custom reports

Configuring charts in your report

Filtering data in a report

Sharing a report

Duplicate, export, or delete a report

Creating reports and analytics

About org management

Working with people

Working with jobs

Working with job history

Announcing org changes

Effective dating

Managing people and jobs

Create a review

Adding forms to a review

Managing forms in a review

Monitoring tasks in a review

Collaborating in a review

Closing a review

Export submitted forms in a review

Viewing review data in ChartHop

Performance reviews

Working with fields

Building forms

Customizing employee profiles

Building custom forms, fields, and tabs

Creating templates

Preview a template

Update a template

Deleting templates

Generating PDF documents

PDF document templates

Managing tasks

ChartHop for Administrators

Built-in Carrot filters

Getting started with Carrot

Basic Org Information

Compensation

Job Changes

Permissions

Personal

Recruiting

Structure

Time off

Data types

Carrot fields

Functions

Operators

Keywords

Aggregators

Elements of Carrot expressions

Carrot reference

ChartHop connect

Developer basics

Events

Syncing data to/from ChartHop

ChartHop for Developers

Accessing ChartHop as a Sequoia customer

ChartHop features available to Sequoia customers

Troubleshooting common sync errors

Sequoia getting started

Partners

December 2022 release notes

November 2022 release notes

September 2022 release notes

October 2022 release notes

August 2022 release notes

July 2022 release notes

June 2022 release notes

May 2022 release notes

April 2022 release notes

March 2022 release notes

February 2022 release notes

January 2022 release notes

Release notes 2022

December 2021 release notes

November 2021 release notes

October 2021 release notes

Release notes 2021

Release notes

ChartHop Basic

ChartHop Standard with Headcount Planning

ChartHop Standard with Compensation Reviews

ChartHop Premium

ChartHop packages

ChartHop Standard Terms and Conditions 

ChartHop Basic Agreement

Data Processing Addendum

Privacy policy 

Security statement 

Resources

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