17min

Sequoia One

Packages:  Basic | Standard | Premium

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

Setting up the Sequoia One payroll app

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.

Syncing data from Sequoia One

Understanding synced data

Once the Sequoia One payroll app has been properly set up, ChartHop will be able to pull Sequoia One data into your ChartHop account.

The table below lists all fields that are synced from Sequoia One to ChartHop during a sync. In the first column, we list the name of the field in ChartHop, and in the second column, we list the name of the field in Sequoia One.

ChartHop field

Sequoia One field

Transform type

address.street1, address.city, address.state, address.country

employee.home_address

transform

birthdate

employee.birth_date

one-to-one

contact.homeemail

employee.email

one-to-one

contact.homephone, contact.mobilephone

employee.contact_info

transform

contact.workemail

employee.work_email

one-to-one

department

employee.home_department

one-to-one

employment

employee.employment_type

transform-one-to-one

ethnicity

employee.ethnicity

transform

ethnicity

employee.ethnicity

one-to-one

gender

employee.gender

transform

hourly, base

employee.compensation

transform

location

employee.home_location

one-to-one

manager

employee.reports_to

one-to-one

name.first, name.middle, name.last, name.pref

employee.full_name

transform

startdate

employee.hire_date

one-to-one

title

employee.employee_title

transform-one-to-one

type, enddate

employee.termination_date

transform

Transform Type refers to the logic employed when copying data from the source field to the target field. In many cases, one-to-one logic is employed, where the value in the source field is copied to the target field exactly as it is. In some cases, many-to-one or transform are listed, which indicates that the logic is more complex.

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.

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 support@charthop.com.

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.



Updated 11 May 2022
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