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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 during scheduled syncs
  • 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.

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Connected data

Windmill syncs the following fields from ChartHop: Windmill can also sync personal email, work location, and time-off records when ChartHop provides them and the connection has the required authorization. Windmill does not store compensation, salary history, payroll, benefits, home address, Social Security Numbers, dates of birth, phone numbers, pronouns, or employment contracts as employee-profile fields. See Personally Identifiable Information for the canonical list.

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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.

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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.

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FAQs

Every 24 hours, with an option to trigger a manual sync in Windmill.
Yes. ChartHop must already reflect your org structure accurately.
Windmill does not store compensation, payroll, benefits, or the other excluded fields in Personally Identifiable Information as employee-profile fields. Windmill can sync the employee, org structure, work location, personal email, and time-off fields listed on this page when ChartHop provides them and the connection authorizes them.