Installing the Sequoia One app
The Sequoia One app will sync your organizational roster from Sequoia One automatically on a daily basis.
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.
- Sign into the Sequoia One customer portal (HRX)
- Locate and click on the ChartHop widget
- ChartHop will open in a new tab
- You will be automatically signed into ChartHop
Please don't hesitate to contact [email protected] if you need assistance.
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.
- Select the gear icon.
- Find and select Sequoia One.
- 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.
Permissions
To sync your Sequoia One data into ChartHop, your ChartHop user must have an access level of at least a Technical Owner. If you are not a Technical Owner and believe you should be, please contact [email protected].
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.
- Select the gear icon.
- Find and select Sequoia One.
- Scroll down to the bottom of the page, and click on Run Daily.
- Click Save Settings when you are done.