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How to connect to ADP

To create a connection with ADP, you have the following steps:

  1. Create a Service Account profile with access to reports
  2. Grant access to the service account & configure permissions
  3. Create a new user and assign it to your "Integrations Service Account" profile
  4. Connect the Service Account User to the Service Account Profile
  5. Vault Connection Setup
  6. Trouble Authenticating

Create a Service Account profile with access to reports

  1. In your "ADP Workforce" account, go to Setup and find Access Permissions.
  2. Go to Manage Profiles and click Create Profile.
  3. Fill in the following fields:

ADP - Create profile

Grant access service account & configure permissions

Goto Menus & Features > Reports & Analytics, and ensure the following boxes are checked:

ADP - Service Access

Required Fields in "My Reports":

  • All Reports
  • My Standard Reports

Required Fields in "View":

  • Reports Output
  • Reports Scheduled

Required Fields in "Reports Dashboard":

  • Reports Dashboard

Required Fields in "Standard Reports":

  • All Reports (only grants access to report types that are otherwise checked)
  • Personal & Employment
  • Benefits (optional, when Benefits data is desired)
  • Pay Statement History (optional, when Pay data is desired)
  • Time Off (optional, when Time Off data is desired)

ADP - Service Permissions

People

Goto People, and ensure the following boxes are checked:

Required:

  • Employee Profile Report
  • Employment Profile
  • Personal Profile

Optional (If you need Payroll data):

  • Select Pay at the top
  • All People permissions: Click SELECT ALL in the top left.

Sensitive Personal Information

OPTIONAL: In Sensitive Personal Information, navigate to On Screen & Reports > On Reports, select No Masking, Partial Masking, or Masking from the drop-down menu. This allows access to complete data.

REMARK: If you do not want to grant access to sensitive information such as birthdate, SSN, or Bank Info, please Mask this information!

ADP - Service Masking

Save profile

On the last screen, Status & Save, activate the profile, and then save it.

ADP - Save Profile

Create a new user and assign it to your "Integrations Service Account" profile.

  1. From the Setup menu, select Security Management.

ADP - Security Management

  1. In Security Management, click People, then Manage Users, and + to add a user.

ADP - Assign User

  1. Fill in the fields on the Add a New User page, with the provided info from the partner.

ADP - Type User

Your partner will provide:

  • Email: a unique email address for the service account
  • First Name
  • Last Name
  • Phone Number

Enter the received info and click Continue.

  1. In Step 1 "User Information" set User Type to “user is an independent contractor...” and User Role to “Product User”.

ADP - Type User

  1. In Step 2 "Services," assign the profile by selecting WFNPractitioner in the "Available Service Profiles Box" and moving it to the "Selected Service Profiles".

ADP - Services User

  1. Proceed through Step 3, and confirm the new user.

    Please note that a Username will be Auto-Generated for this person. This is done by ADP.

Connect the Service Account User to the Service Account Profile

  1. Go back to your Workforce Now portal and find the Access Permissions page to locate the Manage People page. Search for Service Account to pull up the new user.

ADP - Connect User

  1. Click the user to pull up User Access Permissions and select Manage Profile Memberships. Add the Service Account Profile to the user. Click Save.

ADP - Membership Page

  1. Verify that the Menus & Features and Sensitive Personal Information for this user match what you set up in the Profile earlier.

  2. In People Access, under Service Account Currently Has, check off View Only Access to all People. Click View List of Selected People, and ensure that the list is not empty.

ADP - Membership

Vault Connection Setup

Now that you've created an Service Account profile with the needed permissions, to connect Vault. Inform your partner and they will review the connection and activate the connection. Once connection is activate, you should see a "connected" status indicating your integration is all set.

If the service account needs modification, you will be instructed to try again, with the same account details provided to you!

Trouble Authenticating

Our recommendation is to delete the created User and restart the process from "Connect the Service Account User to the Service Account Profile". ADP often can run into issues when updating the information of the prior service user, so we recommend starting from scratch.