Using a job matching field

once you have a job matching field configured and mapped in charthop, you can match jobs from your payroll system to the jobs you create in charthop just apply your payroll system's job code value to a custom job matching field when creating and editing jobs in charthop when you have associated charthop open jobs with matching job codes from your payroll system, those open jobs are updated with any new hire information during your payroll sync to prevent data sync errors, ensure you associate each charthop job with the related job code value to match a charthop job to a new hire from your payroll system data from the left sidebar, select org chart in the org chart , create a new job by either adding a direct report by selecting add a direct report under a pre existing person or role creating a new job by selecting new hire under a pre existing person or role in the create job dialog, under the custom fields tab, enter your job matching code select save note that you can also set multiple job matching field code values to new jobs via a job data import through csv by adding a column for the field and setting the values