20min

Managing your payroll app

After you've installed your payroll app, you can adjust your payroll app settings if needed. This includes running an on-demand sync, turning the sync on or off, and updating settings.

You can also add custom field mappings that allow you to sync additional data from your payroll system to ChartHop. ChartHop Premium customers can add custom field mappings.

Manage app settings

You can update your payroll app settings and change the way that the payroll app synchronizes data and what data it includes.

  1. Select the Settings menu (gear icon) and choose Apps.

  2. Select the My Apps and Bundles tab.
  3. Find your payroll system app and select the gear icon.
  4. Select edit in any of the sections to view the settings and make changes.

Configure sync settings

You can change when the payroll app syncs data. You can turn the automated sync on or off or run an on-demand sync.

If you turn off the payroll sync, your data in ChartHop remains unchanged.

Run an on-demand sync

You can run an on-demand sync from your payroll app. You can do this even when you have configured an automated sync. An on-demand sync runs as soon as you select the option.

  1. Select the Settings menu (gear icon) and choose Apps.

  2. Select the My Apps and Bundles tab.
  3. Find your payroll system app and select the gear icon.
  4. Select Run a one-time sync at the top right of the page. Once completed, a message indicates that the sync has been completed.

Run an automated sync

ChartHop recommends configuring your payroll app to do a daily sync to Charthop.

  1. Select the Settings menu (gear icon) and choose Apps.

  2. Select the My Apps and Bundles tab.
  3. Find your payroll system app and select the gear icon to view the Manage app page.
  4. In the App status & sync settings section, select Edit.
  5. Select Autosync to turn the automated sync on or off.
  6. Select Save.

Configure email notifications

You can add or change the list of people that get notified when a synchronization happens.

  1. Select the Settings menu (gear icon) and choose Apps.

  2. Select the My Apps and Bundles tab.
  3. Find your payroll system app and select the gear icon to view the Manage app page.
  4. If no email notifications are configured:
    1. Select Add user.
    2. Type a name to select someone from your organization.
    3. Continue entering names if needed.
    4. Select Save.
  5. To add or delete someone from the list:
    1. Select Edit.
    2. Select the Trash icon next to a name to delete it.
    3. Type a name to select someone from your organization.
    4. Select Save.