This section covers setting up the Workday Reports integration app, which allows you to sync your employee roster to ChartHop. 

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. 

Create or identify the report that contains the information you want to sync to ChartHop. For details on the structure of this report, see 

Once the report is ready, obtain its link:

After you obtain your Workday instance URL and name, you need to create an 

 and enable specific permissions. This will allow ChartHop to read the contents of your report.

After you have your report URL and have created your Integration System User, you can install the Workday Reports app in ChartHop.

, you'll be prompted to walk through configuring the payroll app.

Configure data sync settings for Workday Reports

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.

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.

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.

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:

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. 