# 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](#create-a-service-account-profile-with-access-to-reports)
2. [Grant access to the service account & configure permissions](#grant-access-service-account--configure-permissions)
3. [Create a new user and assign it to your "Integrations Service Account" profile](#create-a-new-user-and-assign-it-to-your-integrations-service-account-profile)
4. [Connect the Service Account User to the Service Account Profile](#connect-the-service-account-user-to-the-service-account-profile)
5. [Vault Connection Setup](#vault-connection-setup)
6. [Trouble Authenticating](#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](https://res.cloudinary.com/apideck/image/upload/v1701683153/docs/connectors/adp-workforce-now/consumer/adp-profile-create.png)

## Grant access service account & configure permissions

### Menus & Features - Reports & Analytics

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

![ADP - Service Access](https://res.cloudinary.com/apideck/image/upload/v1701683154/docs/connectors/adp-workforce-now/consumer/adp-profile-service-access.png)

#### 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

#### Recommended Fields in "Standard Reports":

- 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](https://res.cloudinary.com/apideck/image/upload/v1701683154/docs/connectors/adp-workforce-now/consumer/adp-profile-service-permissions.png)

### 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

#### Recommended:

- 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](https://res.cloudinary.com/apideck/image/upload/v1701683154/docs/connectors/adp-workforce-now/consumer/adp-profile-service-masking.png)

### Save profile

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

![ADP - Save Profile](https://res.cloudinary.com/apideck/image/upload/v1701683154/docs/connectors/adp-workforce-now/consumer/adp-profile-save.png)

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

1. From the **Setup** menu, select **Security Management**.

![ADP - Security Management](https://res.cloudinary.com/apideck/image/upload/v1701686766/docs/connectors/adp-workforce-now/consumer/adp-profile-security.png)

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

![ADP - Assign User](https://res.cloudinary.com/apideck/image/upload/v1701683158/docs/connectors/adp-workforce-now/consumer/adp-profile-assign.png)

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

![ADP - Type User](https://res.cloudinary.com/apideck/image/upload/v1701683160/docs/connectors/adp-workforce-now/consumer/adp-profile-type-user.png)

   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**.

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

![ADP - Type User](https://res.cloudinary.com/apideck/image/upload/v1701683160/docs/connectors/adp-workforce-now/consumer/adp-profile-type-user.png)

5. 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](https://res.cloudinary.com/apideck/image/upload/v1701683154/docs/connectors/adp-workforce-now/consumer/adp-profile-services-user.png)

6. 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](https://res.cloudinary.com/apideck/image/upload/v1701683153/docs/connectors/adp-workforce-now/consumer/adp-profile-connect.png)

2. 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](https://res.cloudinary.com/apideck/image/upload/v1701686992/docs/connectors/adp-workforce-now/consumer/adp-profile-membership-page.png)

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

4. 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](https://res.cloudinary.com/apideck/image/upload/v1701683153/docs/connectors/adp-workforce-now/consumer/adp-profile-membership.png)

## 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.