Installing the Sequoia One app

The Sequoia One app will sync your organizational roster from Sequoia One automatically on a daily basis.

Connecting ChartHop to Sequoia One

To get started, you will need to work closely with your Sequoia One HRBP. Contact your HRBP to turn on this integration in HRX.

Please do not change any of the settings on this sync. Reach out to your Sequoia HRBP or COM for help.

Once this integration has been enabled in HRX, follow the steps below.

1. Sign into the Sequoia One customer portal (HRX)
2. Locate and click on the ChartHop widget
3. ChartHop will open in a new tab
4. You will be automatically signed into ChartHop

Please don't hesitate to contact implementation@charthop.com if you need assistance.

Running a single, on-demand sync from Sequoia One

Any ChartHop user with sufficient permissions can trigger an on-demand sync from Sequoia One at any time. To sync your data for the first time, or subsequently on-demand at any time, follow the steps below.

1. Open ChartHop.
2. Select the gear icon.
3. Select Apps and Integrations.
4. Find and select Sequoia One.
5. Scroll down to the bottom of the page, and click on Sync To Primary.

Upon clicking Sync to Primary, ChartHop will pull all of your org's historic and current employee data from Sequoia One. Once completed, you will see a message indicating that the sync has been completed.

Running a daily, automated sync from Sequoia One

Any ChartHop user with sufficient permissions can set up an automated sync from Sequoia One at any time. To set up an automated sync, follow the steps below.

1. Open ChartHop.
2. Select the gear icon.
3. Select Apps and Integrations.
4. Find and select Sequoia One.
5. Scroll down to the bottom of the page, and click on Run Daily.
6. Click Save Settings when you are done.