9min

Syncing data to Jobvite

Syncing Data between Jobvite and ChartHop

In this section, we cover the process for setting up data syncs between ChartHop and Jobvite.

Sync details

With the Jobvite app enabled, ChartHop's open jobs list becomes the system of record for open jobs. Recruiters, hiring managers, financial planners, and team leads can all look at ChartHop for a real-time view of which roles are open and how recruiting is going, without needing access to Jobvite.

Figure 1: Setting a job as active will automatically create the req in Jobvite
Figure 1: Setting a job as active will automatically create the req in Jobvite

When a new open job in ChartHop is set to Active recruiting status, a requisition id will automatically be created in Jobvite if not provided in ChartHop manually. That same requisition will be changed to On Hold in Jobvite if the open job is set back to an inactive or passive status.

Once an open role is hired for in Jobvite, the job opening in ChartHop is set to pending status, and the hired candidate is scheduled as a hire for that job on their start date.

2. Initial housekeeping

If you're using a fresh Jobvite account without any open roles, or you plan to purge open roles from Jobvite and start over in ChartHop, you can skip this section.

If you've been using a Jobvite account with active requisitions that need to remain intact, you can still use ChartHop as the system of record for open roles. To do this, you will need to export open roles from Jobvite, and then import then into ChartHop manually.

To do this, simply follow the steps below to import your open roles from Jobvite to ChartHop. You will only need to do this once.

The export process described below requires that the Jobvite ATS app be installed and configured beforehand.

Export your Jobvite data by selecting the Export Active Jobvite Reqs button
Export your Jobvite data by selecting the Export Active Jobvite Reqs button
  1. Select the Export Active Lever Res button on the Jobvite app page, and save the CSV. Open it in Excel or GSheets.
  2. Remove any roles that aren't on your hiring plan, for example test jobs and inactive roles.
  3. Ensure that every role has a value for Manager. You should also set target comp (Base and Variable) for the roles if possible.
  4. Save the edited file as a CSV, and upload it from the Import CSV page under the hiring plan tab

Once the upload is complete, all open jobs in ChartHop will mirror open jobs in Jobvite. From this point forward, use ChartHop as the system of record for open roles.

3. Synced data

Once the Jobvite app has been properly set up, ChartHop will be able to pull Jobvite data into your ChartHop Org.

The table below lists all fields that are synced from Jobvite 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 Jobvite.

ChartHop field

Jobvite field

Transform type

req

job.requisitionId

one-to-one

title

job.title

one-to-one

description

job.description

one-to-one

description

job.briefDescription

one-to-one

employment

job.jobType

map

department

job.department

group

location

job.location

group

hiremgr

job.primaryHiringManagerEmail

person

recruiter

person

recruit

job.jobState

map