Installing the Paylocity app

This section covers setting up the Paylocity integration app, which allows you to sync your employee roster to ChartHop. 
Review your payroll data
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Obtain API Credentials for Paylocity
For ChartHop to access your organization's Paylocity payroll data, you need API credentials from your Paylocity representative. This information allows ChartHop to connect to Paylocity to receive your employee data.
Please work with your ChartHop representative to get your API credentials from Paylocity. 
Gather additional Paylocity information
When you configure the Paylocity app, you'll be prompted for additional information from Paylocity. Be sure to have the following information handy.
Determine which Paylocity cost centers align with the teams and departments you want to sync to ChartHop. You’ll need to enter both a Department and Team cost center.
If any of your team names in Paylocity are in custom fields (fields that are unique for your company), you’ll need to enter those.
Install the Paylocity app
After you have your Paylocity API credentials, you can install the Paylocity integration app in ChartHop.
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Connect the Paylocity app
When you select install, you'll be prompted to walk through configuring your payroll app.
In the Enter your API credentials step, enter the following information that you received from your representative in the following order:
Client ID
Secret
Company ID
Public key XML
Select Next step.
Configure data sync settings for Paylocity
Before configuring app settings, you’ll need to have the following settings from Paylocity to help determine how the Paylocity data will sync to ChartHop:
Determine which Paylocity cost centers align with the teams and departments you want to sync to ChartHop. You’ll need to enter both a Department and Team cost center.
If any of your team names in Paylocity are in custom fields (fields that are unique for your company), you’ll need to enter those.
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For the Backfill departures step, 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.
For Department cost center, indicate what cost center to assign to ChartHop departments. 
For Team cost center, indicate what cost center to assign to ChartHop teams. 
Configure advanced settings
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Expand the Advanced settings section. 
Use the following table to guide you through advanced settings decisions. 
When finished, select Next step.
Setting
Description 
Include Company ID in cost center codes.
Choose to include your company ID in your cost center codes if you want the company ID to be part of the cost center code for reporting.
Currency  
If you have set up currency overrides for employees in Paylocity, you can use those same settings in ChartHop and override your ChartHop currency settings. Select from the following:
Use ChartHop settings for currency to use ChartHop org settings to manage currencies for your organization. 
Use Paylocity pay rate note for currency  Select this option if you have set up currency overrides for employees in Paylocity.
Sync all changes made. 
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 
Default location when not set 
Define whether or not you want to set the location to Remote or leave it empty if it is not set in your payroll system. 
Overwrite person fields 


ChartHop recommends using this setting to avoid updating both ChartHop and your payroll system when a change is made to any field value 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. This means 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. 
Include custom team fields.
List each custom team field separated by commas if you have customized your Paylocity team names.
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
Include Company ID in cost center codes.	Choose to include your company ID in your cost center codes if you want the company ID to be part of the cost center code for reporting.
Currency	If you have set up currency overrides for employees in Paylocity, you can use those same settings in ChartHop and override your ChartHop currency settings. Select from the following: Use ChartHop settings for currency to use ChartHop org settings to manage currencies for your organization. Use Paylocity pay rate note for currency Select this option if you have set up currency overrides for employees in Paylocity.
Sync all changes made.	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
Default location when not set	Define whether or not you want to set the location to Remote or leave it empty if it is not set in your payroll system.
Overwrite person fields	ChartHop recommends using this setting to avoid updating both ChartHop and your payroll system when a change is made to any field value 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. This means 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.
Include custom team fields.	List each custom team field separated by commas if you have customized your Paylocity team names.
Exclude IDs	To exclude specific individuals from the sync, enter their unique payroll system IDs here, separated by commas.

Updated 04 Oct 2023

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