ChartHop

the charthop <> ashby integration supports creating new openings from new open charthop jobs once a candidate is hired in ashby, their information will be pushed back to charthop in the corresponding position this guide covers setting up and using the integration to streamline your headcount planning workflow this integration requires using ashby openings which are currently available to plus and enterprise plans (see docid\ ksxxwi1zugaw8lrp8jwxz for more information) charthop is available on the legacy plus, plus and enterprise plans foundations legacy plus plus enterprise ❌ ✅ ✅ ✅ integration overview once configured, this integration creates new ashby openings (see docid\ ksxxwi1zugaw8lrp8jwxz ) from charthop jobs and pushes hire information back to corresponding jobs in charthop setup the integration make sure to set the access level to at least org editor in the ashby app in charthop also, make sure your charthop integration with your legacy ats has been disabled before enabling this one generate an api token in charthop navigate to apps & bundles install the ashby app configure and the api token add the api token to ashby navigate to admin > integrations > charthop enable the integration paste the key into the api key field and click the checkbox charthop find png sync fields there are roughly docid\ nxdticvabtdzqhwqfejer that will sync automatically click sync to pull offer and opening custom fields from charthop check the fields you’d like synced if you prefer, complete this for both openings and offers charthop checkboxes png using the integration create new ashby openings from charthop jobs when a job is set to active in charthop, an opening is created in ashby please note, this integration doesn’t create jobs in ashby this ensures your team is able to use template jobs and link the automatically created openings to them as necessary openings gif gif push hire data to charthop jobs once a candidate is hired, ashby will push their data back to the corresponding job in charthop you have the option to send the data automatically or push it manually push data gif gif if the opening the candidate is filling was synced from charthop, this will create the candidate in charthop and assign them to that job automatically otherwise, ashby will just create the candidate in charthop, then they must be manually assigned to the correct job determine if you’d like to push hires manually or automatically if manually, when a candidate is hired, you’ll see an activity on their profile to push their data over this option is ready upon enabling the integration if you opt to enable the option to push data automatically, when a candidate is hired, their data will be pushed back to charthop automatically you can enable this option on the https //app ashbyhq com/admin/integrations/hris page in admin (please reach out to support if you don’t find this page in your admin settings) adding internal transfers and rehires to charthop from ashby when a person has been hired by your company before, you’ll need to map their existing charthop employee id on their candidate profile in ashby this prevents the creation of a new candidate profile please note this is only required for internal transfers and rehires when a person is in the hired stage in ashby, there is an employee id candidate custom field on the summary tab of their candidate profile before pushing them to ashby, retrieve their employee id their employee id is the alphanumeric value listed after person/ in the url when you visit their profile once the id is added to their profile proceed with pushing them to charthop if they have never been pushed to charthop in ashby in the past, use the add candidate to charthop option in the center of their home page if they have been pushed to charthop in the past, use the more> add to hris option to manually push them to charthop there will be a warning that this person has been pushed before, you can ignore this and proceed in charthop, the person will be moved to their new job, and their previous job will be set to inactive add candidate gif gif faq how often are new jobs synced as openings in ashby? ashby will run a full sync every 5 minutes, but manual syncs can be triggered using the sync button on the integrations page is there a way to test the integration? what would happen if we imported all openings from charthop prematurely? is there an undo? please reach out to your csm about testing in a sandbox environment what do we do if we already have some of the openings created in ashby already? is there a way to merge duplicates? automated deduplication and merging openings aren’t supported, but we can delete duplicates on the backend please contact support for assistance if this is required what default fields are synced? title → ashby description req code → ashby identifier (if none provided, can be generated automatically in ashby) charthop department → ashby team employment status → employment type target start date is backfill? location salary grant shares variable comp type variable comp amount recruiter & hiring manager we also support sourcer if it’s created as a custom charthop field are assessment results synced? no, we do not support syncing over assessment results can i edit fields that were synced from charthop? charthop is the source of truth here, meaning you aren’t able to edit fields that were updated using data from charthop you’ll need to make those updates in charthop and they’ll be synced to ashby