Workflows

workflows overview charthop connects to a wide range of hris, payroll, and ats systems — but most organizations run more than one of these tools at a time workflows documentation covers how to configure and manage charthop when multiple integrations are active simultaneously each integration syncs data into charthop independently when two systems touch overlapping data — employee records, headcount, org structure, compensation — the order of operations, source of truth configuration, and sync timing all matter getting this right prevents duplicate records, incorrect headcount, and org chart inconsistencies this section is organized by integration combination each guide covers how the two systems interact inside charthop, recommended configuration, and how to troubleshoot issues that only surface when both integrations are running when to use this section use these guides if you are setting up charthop with more than one integration active at the same time troubleshooting data issues that may stem from sync conflicts between two systems onboarding a new integration alongside an existing one and need to understand how they will interact configuring a source of truth for employee records when multiple systems could claim ownership if you are setting up a single integration in isolation, refer to that integration's standalone documentation instead how workflows are structured each workflow guide covers how the integrations interact — where they share data, where conflicts can arise, and which system should own what recommended configuration — sync order, timing, and setup sequence common issues and troubleshooting — problems that only occur when both integrations are active available workflow guides hris + ats these guides cover running a payroll or hris system alongside an applicant tracking system the hris is typically the source of truth for active employee records; the ats manages open roles and hire events hris + payroll these guides cover organizations that use a separate hris and payroll system, where compensation data may originate from either source other combinations 📝 don't see your combination? if you're running two integrations that aren't covered here and experiencing data conflicts, contact mailto\ support\@charthop com we can help identify the correct source of truth configuration for your setup