website logo
Navigate through spaces
ChartHop documentation
⌘K
ChartHop Help Center
Getting around in ChartHop
ChartHop Video Library
Navigating ChartHop
Home page
Org Chart
Map
Data Sheet
Employee Profiles
Implementing ChartHop
ChartHop implementation overview
Creating your ChartHop org
Configuring your Org settings
Inviting users and setting permissions
Permissions and security
Creating and managing groups
Integrations and bundles
ChartHop for Administrators
Planning
Managing employee data
Creating reports and analytics
Managing people and jobs
Performance reviews
Building custom forms, tabs, and documents
ChartHop for Developers
ChartHop connect
Developer basics
Events
Syncing data to/from ChartHop
Partners
Sequoia getting started
Resources
Available ChartHop packages
ChartHop Standard Terms and Conditions
ChartHop Basic Agreement
Data Processing Addendum
Privacy policy
Security statement
Subprocessors
FAQ
Docs powered by archbee 
website logo

Setting up a job matching field

This section covers the process of setting up ChartHop fields to match open jobs and new hire data between ChartHop and your payroll system during payroll syncs.

Setting up job matching fields require the following steps:

  1. Create a job matching field
  2. Enable a job matching field
  3. Map a job matching field

Create a job matching field

You can either create a custom field, or select an existing ChartHop field to have linked to your payroll system. Learn more.

The field you create or use must meet the following requirements:

  • Must be used only for mapping to the payroll field you choose.
  • Must apply to jobs.
  • Must be short text.

When creating a custom ChartHop field, be sure to check the Enable edit dialog option to ensure that the field will appear in the Custom tab, section of your job's profile page.

Enable a job matching field

After creating your matching field in ChartHop, it can be enabled with the assistance of a ChartHop implementation specialist.

Contact ChartHop support to activate your custom field and enable it for use in your organization.

Map a job matching field

After selecting a valid field in ChartHop, you now need to link it to a field in your payroll system. To link the two fields, you must set up a field mapper connection in your ChartHop payroll integration app's configuration settings.

To map your job matching field between ChartHop and your payroll system, do the following:

  1. Navigate to Apps from the settings (gear) menu in the left side bar.
  2. Select the All Apps tab.
  3. Scroll down the list and select your payroll's integration app.
  4. Install and apply the app's basic needed configurations if not yet installed.
  5. Select the Field mappers tab.
  6. Select Add Field Mapper
  7. In the ChartHop Field, enter your custom or built-in job matching field.
  8. In the Remote Field, add your payroll system's remote job field.
  9. Select Save.
Updated 18 Jan 2023
Did this page help you?
Yes
No
UP NEXT
Using a job matching field
Docs powered by archbee