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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

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

employee.home_address

birthdate

employee.birth_date

contact.homeemail

employee.email

contact.homephone, contact.mobilephone

employee.contact_info

contact.workemail

employee.work_email

department

employee.home_department

employment

employee.employment_type

ethnicity

employee.ethnicity

ethnicity

employee.ethnicity

gender

employee.gender

hourly, base

employee.compensation

location

employee.home_location

manager

employee.reports_to

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

employee.full_name

startdate

employee.hire_date

title

employee.employee_title

type, enddate

employee.termination_date

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 aĀ Technical Owner. If you are not a Technical Owner and believe you should be, please contactĀ 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 22 Dec 2022
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TABLE OF CONTENTS
Setting up the Sequoia One payroll app
Connecting ChartHop to Sequoia One
Syncing data from Sequoia One
Understanding synced data
Running a single, on-demand sync from Sequoia One
Permissions
Running a daily, automated sync from Sequoia One