Installing the Justworks app

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This section covers setting up the Justworks integration app, which allows you to sync your employee roster to ChartHop. 
Review your payroll system data
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Create a Justworks user for ChartHop
For ChartHop to access your organization's Justworks payroll data, you need to create a 3rd party admin user in Justworks that you can use in ChartHop. 
Follow the instructions in the Justworks documentation to create a 3rd party admin user. This admin user must have the following Justworks permissions:
View invoices and reporting
Manage Employees
After you create your Justworks user, you can prepare to configure Google multi-factor authentication.
Configure Google multi-factor authentication
To improve the quality and speed of the Justworks data sync, you need to configure Google's multi-factor authentication in Justworks. This generates a bar code ChartHop needs in order to complete your Justworks app installation.
Log into JustWorks using the account you created for ChartHop.
The username of this account can be found in the Justworks app settings in ChartHop.
When you log in, you may need to enter your 2-factor authentication code sent to the phone number you previously registered with the account.
After you log in, set up your Google Authenticator using a 2-factor authentication method. This generates a bar code ChartHop needs in order to access your Justworks data:
Select Account Settings in the navigation menu.
In Account Settings, select Security/Log in.
Select Verify to edit on the Multi-factor Authentication box.
Select Set up on the Google Authenticator option.
When viewing the QR code, select Can’t scan the QR code? beneath the QR code.
Copy the displayed code by copy/pasting it into a safe place.
Install the Justworks app
After you have your Justworks user and google authentication code, you can install the Justworks integration app in ChartHop.
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Connect the Justworks app
You'll be prompted to configure your payroll app when you select Install.
Enter the username and password of the user you created in Justworks.
Copy the Google multi-factor authentication code you saved from Justworks.
Select Next step.
Configure data sync settings for Justworks
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Configure advanced settings
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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:
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.
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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. 
Run an initial one-time sync of your payroll data
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Verify your data in ChartHop
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Configure your payroll app sync to run daily
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Setting	Description
Missing location information	Select one of the two options for what should happen if location information is set for an open role: 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.

Synced data from Justworks

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