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ADP Workforce - WorkRamp HRIS Connector

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ADP Workforce Now is an HR software solution that serves as an employee system of record. Integrating ADP with WorkRamp will enable organizations to automate user provisioning and manage employee learning more easily. In order to setup this integration, you will first need to setup a Practitioner Role within your ADP Workforce Now account.

Please ensure you fulfill all the requirements to set up the integration:

  • You are an Administrator in your company's ADP instance, or someone has shared their access with you.

  • You do not use ADP Workforce Now Canada

Instructions:

Setup the Practitioner Role in ADP

Step 1: Create a profile with access to reports

1. In your ADP Workforce Now account, go to Setup and find Access Permissions.

2. Then click Manage Profiles -> Create Profile

3. The Name field can be any value but the Role must be "Practitioner"

Step 2: Give your service account access to securely sync your data

  1. Clicking "Create profile" in the previous step will open up a new screen.

  2. In Menus & Features, go to Reports & Analytics to make sure the following boxes are checked. This is REQUIRED!

    • My Reports

      • All Reports

      • My Standard Reports

    • View

      • Reports Output

      • Reports Scheduled

    • Reports Dashboard

      • Reports Dashboard

    • Standard Reports

      • All Reports (only grants access to report types that are otherwise checked)

      • Personal & Employment

  1. Next, go to People and make sure these boxes are checked. This is REQUIRED!

    • Employee Profile Report

    • Employment Profile

    • Personal Profile

  3. In Sensitive Personal Information, go to On Screen & Reports and On Reports, and from the drop down menu select No Masking, Partial Masking, or Masking. This will allow your WorkRamp account to securely sync your complete data set.

    • If you do not want to sync over information such as Birthdate, SSN, or Bank Info, please Mask this information!

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



Step 3: Create a new user and assign it to your "Integrations Service Account" profile

  1. In this step, you will create a new integration user in ADP. You will need the user information provided in the WorkRamp HRIS Connector Setup Flow to create the user.

  2. From the Setup menu, select Security Management


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


  4. Fill in the fields on the Add a New User page, using the fields displayed to you in the linking flow. See an example below:



    Click Continue.

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



  6. In Step 2 "Services":

    • Assign the profile by selecting WFNPractitioner in the "Available Service Profiles Box" and moving it to the "Selected Service Profiles"



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

    • Please note that a Username will be Auto-Generated for this person. That is completely okay and expected!

Step 4: Connect the service account user to the service account profile

  1. Go back to your Workforce Now portal, and go to the Access Permissions page like before to find the Manage People page. Search for Service Account to pull up the new user (that should be its last name)


  2. Click the user to pull up User Access Permissions, and select Manage Profile Memberships. Add the Service Account Profile that you created to the user. Click Save



  3. Now that the Service User has the right Profile associated, verify that the Menus & Features and Sensitive Personal Information for this user match what you set up in the Profile earlier (Step 1)

  4. Lastly, you can set what users are sent to WorkRamp in People Access. Under Service Account Currently Has, you can check off View Only Access to all People to prevent all users from being pushed to WorkRamp.

    1. Click View List of Selected People, and make sure that list is not empty and select users that should have access. This is needed to view employees (including terminated)

    2. You can also click "Change Access" to create rules to give access to specific groups of users.

Step 5: Return to your linking flow and authenticate

When that is all completed, return to the linking flow and click Submit. You should see a success message indicating your integration is all set. If the service account needs modification, you will be instructed to try again with the same account values displayed to you!

Setup Integration in WorkRamp

Setting Up the Integration

To get started, an Admin will need to navigate to Settings > Integrations > + Add HRIS Integrations

The user that is enabling the integration must be a full admin in ADP Workforce. In the modal that pops up, select ADP Workforce Now as your HRIS. You will be prompted to complete the integration by entering your ADP Workforce Now subdomain and your API Token. One the setup is complete, you will see your new integration under the “User Management” section of the integrations page.

From the ADP Workforce integrations page, you will be able to set your preferences for how your HRIS data is pushed to Workramp including:

  • Maintain management hierarchy from your HRIS

  • Maintain Groups from your HRIS

  • Custom Attributes

  • All required WorkRamp Field (note: these cannot be turned off)

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