Payroll systems
The quickest way to add your organization to ChartHop is to create a sync with your payroll system through a ChartHop payroll app. This imports all your employees into a ChartHop org chart and keeps them up to date on a cadence of your choice: either on demand or once per day.
ChartHop's payroll apps sync inbound from the payroll provider to ChartHop, so the payroll provider remains the source of truth on compensation and reporting structure while ChartHop always contains your latest employee roster.
Since the sync is one way, if you make changes to ChartHop data that originates from your payroll system, those changes are overwritten on the next sync.
Data typically synced from your payroll system includes:
- Demographics
- Contact information
- Title changes
- Reporting structure
- Compensation
- Group memberships (departments, teams, and locations)
- Hires and departures
If you track open roles in an applicant tracking system (ATS), ChartHop recommends also using an ATS app. Syncing ChartHop to both systems provides a clearer picture of your organization. Learn more.
Some payroll apps can sync historical data to ChartHop going back to a specified period. When a payroll app syncs historical data for the first time, all available past and present data is imported into ChartHop. On subsequent syncs, the app only imports data that has been changed during a specified window that you can configure.
When looking to import your company's historical data into ChartHop via a payroll sync, it's important to note that only certain payroll apps have the ability to provide their data to ChartHop. This is because ChartHop relies on the ability to query historical data by using the payroll system's API.
The following Payroll apps do not support historical data syncs:
- Rippling
- Sapling Onboarding from Kallidu
For the remaining apps where ChartHop is unable to import historical data via an API, ChartHop can still import their history, but the information must be provided through a spreadsheet import. This only needs to happen once.
When working with scenarios, keep in mind that when you are using a payroll app as your source of truth for employee data, your scenario data will be overwritten by any payroll system sync scheduled after you merge the scenario.
After a scenario is approved, you should make the changes in your payroll system before merging your scenario to your primary org to prevent your changes from being overwritten by your payroll system.
When using payroll apps with scenarios, syncing data between your payroll system and ChartHop will result in ChartHop's primary data being overwritten.
