Installing the Namely app

this section covers setting up the namely integration app, which allows you to sync your employee roster to charthop review your payroll system data 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 obtain api credentials for namely for charthop to access your organization's namely payroll data, you need to create a personal access token in namely that you can use in charthop this information allows charthop to connect to namely to receive your employee data log into namely as an administrator who has permission to create api keys navigate to api settings by selecting the profile drop down​ list and selecting api select the personal access tokens tab create a personal access token and name it "charthop " copy the token to a safe place when accessing namely, take note of the namely subdomain name in this url example, acme namely com, acme is the subdomain install the namely app after you have your namely personal access token and the namely subdomain name, you can install the namely integration app in charthop from the left sidebar, select apps & bundles from the sub menu, select apps, if not already pre selected select the availible apps tab scroll to your payroll app and select install on the far right of the respective app's row connect the namely app you'll be prompted to configure your payroll app when you select install enter your namely subdomain in the field provided in this url example, acme bamboohr com, acme is the subdomain in the create your a personal access token step, copy the personal access token you created to the provided field select next step configure data sync settings for bamboohr 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 select one of the two options 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 configure advanced settings 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 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 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 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 to run a one time sync in the setup wizard, select the run one time sync option select finish setup verify your data in charthop 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 correct management reporting lines compensation data employee information on profiles (names, addresses, and so on) job titles departments locations remember that most issues with your synced data originate in your payroll system charthop allows you to visualize your employee data to make finding these discrepancies easier still, you’ll need to fix any data discrepancies in your payroll system and rerun the sync to view the fixes in charthop 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 from the left sidebar, select apps & bundles from the sub menu, select apps, if not already pre selected select the installed apps tab scroll to your payroll app and select the gear (settings) icon on the far right of the row to view app settings within the app status & sync settings section, select the edit (pencil) icon toggle the auto sync option to on select save