Integrating with ADP

Prerequisites

ADP Setup Step One: Create a profile with access to reports Step Two: Give your service account access to securely sync your data Step Three: Create a new user and assign it to your Integrations Service Account profile Step Four: Connect the Service Account User to the Service Account Profile Step Five: Return to your Linking Flow and Authenticate

Prerequisites

To connect ADP to Drivetrain, you need:

• An active ADP Workforce Now account.

• Admin privileges on ADP Workforce Now.

• Admin privileges in Drivetrain.

ADP Setup

You will have to create a service account with a Practitioner Role that has permission to fetch reports from your ADP instance. Follow the steps outlined below:

Step One: Create a profile with access to reports

1. In your ADP Workforce Now account, go to Setup and find Access Permissions. Then go to Manage Profiles, click Create Profile and fill in the following fields:

   • Enter the name as Drivetrain Integration Service Account.

   • Select the role as Practitioner.

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

1. In Menus & Features, go to Reports & Analytics to make sure the following boxes are checked:

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, check this box if you want the integration to sync Benefits data.

• Pay Statement History - optional, check this box if you want the integration to sync Pay data.

• Time Off - optional, check this box if you want the integration to sync Time Off data.

1. Next, go to People and make sure to select the below boxes:

   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. This will allow the integration to sync data pertaining to Time Off, Time and Attendance, Payroll, and Benefits.

1. Hiding PII: In Sensitive Personal Information, go to On Screen and Reports and On Reports, and from the drop-down menu select Masking

1. On the last screen, activate the profile, and then save it as shown below.

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

1. From the Setup menu, select Security Management.

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

1. Fill in the below fields on the Add a New User page:

   a. Enter First Name as Drivetrain.

   b. Enter Last Name as Service Account.

   c. Enter the email address as shared by your Drivetrain customer success manager.

Click Continue.

1. Set the User Type to “User is an independent contractor...”, and set the User Role to Product User

1. In the next step, assign the profile by selecting WFNPractitioner in the Available Service Profiles Box and moving it to the Selected Service Profiles.

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

Step Four: 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).

1. 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.

1. 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 One).

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