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Benefits of Connecting ChartHop to Windmill

Connecting ChartHop to Windmill keeps your reporting structure, roles, and employee records in sync — without manual updates. When ChartHop is the source of truth, Windmill automatically:
  • Imports new hires as they join the organization
  • Updates manager → direct report relationships
  • Reflects org structure changes immediately
  • Archives employees when they leave the company
This ensures performance reviews, 1:1s, and feedback are always tied to the current team, even as your org grows or shifts.

Connected Data

Windmill syncs the following fields from ChartHop:
FieldDescription
Employee NameFull legal name
Work EmailUsed as the identity + login field
Job TitleDisplays on profiles and dashboards
Manager RelationshipUsed to build team views and 1:1s
Department / Org UnitUsed for grouping and review cycles
Employment StatusUsed to automatically archive terminated users
Start DateSupports new-hire ramp and review timing logic
Windmill does not sync compensation, salary history, or personal demographic data.

Permissions

To enable the integration, the connecting user must have:
  • Admin or Workspace Owner permissions in ChartHop
  • Access to view employee organizational data and reporting structure
The integration uses a secure OAuth connection initiated from within Windmill.
Windmill never writes back to ChartHop.

Managing Employee and Manager Updates

If you need to:
  • Change someone’s manager
  • Reassign teams or departments
  • Update job titles
  • Remove an employee who has left
Make these changes in ChartHop — not in Windmill.
ChartHop is treated as the system of record.
Any changes made directly in Windmill will be overwritten the next time the sync runs.

FAQs

How often does the sync run?
Every 24 hours, with an option to trigger a manual sync in Windmill.
Does this integration require HRIS-to-ChartHop syncing to already be set up?
Yes. ChartHop must already reflect your org structure accurately.
Does the integration sync compensation or sensitive HR data?
No. Only directory + org structure fields are synced.