Integrating with ADP Workforce Now (SFTP)

Prerequisites

ADP Workforce Now (SFTP) Setup Create your employee report Add fields to your custom report Recurring report transfers using Automatic Export Service Scheduling the report

Troubleshooting

Prerequisites

• An active ADP Workforce Now (SFTP) admin account

• Admin privileges in Drivetrain

ADP Workforce Now (SFTP) Setup

Drivetrain uses Merge to integrate ADP Workforce Now, we use SFTP (Secure File Transfer Protocol) to do data ingestion of files. SFTP is a secure and private method to send files over the internet.

Please note that Merge does not store any files during this process. All data is sent directly to Drivetrain's warehouse upon completion.

In this guide, you will be given detailed instructions on how to create a custom report in ADP with fields that you want to include for your use case.

Step 1: Create your employee report

1. Log into ADP and click the Reports & Analytics tab

2. Then click Set Up New under the Custom Reports

1. In Set Up New Report page, set the Report Title to employee-census

2. Then click Select Fields to continue

Step 2: Add fields to your custom report

1. Add fields to your custom report

2. Search for the field name under ADD FIELDS, then ****click the + button to add it to the report on the right

You must add associate id as a field to the report, it is required to leave associate id checked.

1. Below are fields most commonly used in a custom employee report

Associate ID*	Race/Ethnicity
Payroll First Name	Marital Status
Payroll Last Name	Position ID
Preferred or Chosen Name	File Number
Gender	Company Code
Birth Date	Job Title
Tax ID	Business Unit
Primary Address	Hire Date
Personal E-mail	Termination Date
Home Phone	Annual Salary
Work Phone

*And other employee fields.

Associate ID* (required)	Home Phone Number
Personal Number	Work Phone
Preferred or Chosen Name	Work Email
Date of Birth	Address Line 1 (Primary Address)
Personal Email	Address Line 1 (Work Address)
Status	Address Line 2 (Primary Address)
Address Line 2 (Work Address)	City (Work Address)
City (Primary Address)	State/ Province / Territory (Work Address)
State / Province / Territory (Primary Address)	Country (Primary Address)
Zip Code / Postal Code (Primary Address)	Country (Work Address)
Zip Code / Postal Code (Work Address)

1. Once you are done with selection, click Save + Run, this will take you to View Report screen

2. Click run to finalize this report

Checkpoint: Please note that you have named the report as employee-census and have included associate id in the list of fields, both of these requirements needs to be fulfilled for this integration.

Sometimes ADP appends a reports total to your custom report. If you see this, please delete the row.

Step 3: Recurring report transfers using Automatic Export Service

1. To automatically send your report on a recurring basis you will need to contact your ADP representative. They will charge a recurring fee to set up report automation that can be used across one or multiple reports. For more information on pricing, please refer to your ADP representative. Charges may vary but anecdotally we have heard prices range from $30-$50/month.

2. To set up the automation, you'll need to complete a Statement of Work with ADP to initiate the recurring file transfers (see the example below). Once finalised, ADP will apply the automation to the custom report you previously created. The process typically takes 3-4 weeks to complete.

1. See details below for filling the Client Supplied Information:

   1. WFN Client ID: Characters to the right of the @ symbol in your ADP login name

   2. WFN Security Master: Person you chose as the Security Master in your ADP instance, this is likely your ADP Admin

   3. Authentication Level: Select SSH Key (ADP Provided)

   4. Date Stamp Required: Select No

   5. Required PGP Encryption: Both are acceptable depending on your preferences, you can read more about PGP Encryption here.

      1. If PGP encryption is required, you have to create key-pair, after which you can then share the key with ADP.

2. For other fields, login to Drivetrain and go to Data page and click on + icon on your top left to add ADP connector

3. Select the ADP connector from the list, and click on Custom reports (SFTP)

4. Select Automatically send report and use details present on Drivetrain to complete the form.

1. Once the SOW is completed, ADP will typically respond in 3-4 weeks with confirmation on when the report is to be scheduled and the required SSH Key to authenticate the connection

Step 4: Scheduling the report

ADP may schedule the reports themselves based on your preferences, but if you would prefer to schedule the report:

1. Go to Reports & Analytics, and click on All Custom Reports

1. Find the custom report and click on the three dots on right, then select Schedule to Run

1. Fill in the details of the schedule when you want to push data from ADP to drivetrain, after filling all details click on Apply

That’s it, please note ADP will them provide you an SSH Key which you will need to connect the account.

Troubleshooting

If you are having difficulties sending or receiving the data please first check the following common requirements.

1. Your report name must be exactly "Employee-Census.csv or "Employee_Census.csv"

2. Your report must have the column "ASSOCIATE ID"

3. Your report must be in .csv format