Implementing ChartHop
...
Installing payroll apps
Sapling Onboarding from Kallid...

Installing the Sapling Onboarding from Kallidus app

This section covers setting up the Sapling Onboarding from Kallidus integration app, which allows you to sync your employee roster to ChartHop. 

Review your payroll system data

ďťż

Obtain API Credentials for Sapling Onboarding from Kallidus

For ChartHop to access your organization's Sapling payroll data, you need to create an API key in Sapling that you can use in ChartHop. This information allows ChartHop to connect to Sapling to receive your employee data.

  1. Log onto Sapling as a user with administrator permissions.
  2. In Sapling, go to the Integrations page.
  3. From there, go to API keys.
  4. Choose Create New Key.
  5. Name the API key "ChartHop".
  6. Copy the API key to a safe place.
  7. When accessing Sapling, take note of the Sapling subdomain name. In this URL example, acme.sapling.com, acme is the subdomain.

Install the Sapling app

After you have your Sapling API key, you can install the Sapling integration app in ChartHop.

ďťż

Connect the Sapling app

You'll be prompted to configure your payroll app when you select Install.

  1. Enter your Sapling subdomain in the field provided. In this URL example, acme.sapling.com, acme is the subdomain.
  2. In the Create your API key step, copy the API key you created to the provided field.
  3. Select Next step.

Configure data sync settings for Sapling

ďťż
ďťż

Configure advanced settings

ďťż
  1. Expand the Advanced settings section. 
  2. 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.

ďťż

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

ďťż

Verify your data in ChartHop

ďťż

Configure your payroll app sync to run daily

ďťż

ďťż

Updated 04 Oct 2023
Did this page help you?
PREVIOUS
Synced data from Sapling Onboarding from Kallidus
NEXT
Sequoia One
Docs powered by Archbee