ADP Workforce Now Data Connector Instructions

Prerequisites

You must have a service account with a Practitioner role that has permission to fetch reports from your ADP instance. If not, Step 1 will walk you through this process.

Instructions

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 go to Manage Profiles and click Create Profile.
3. Fill in the fields for Name, Description, and Role.

Step 2: 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 Standard Reports:
     • All Reports – only grants access to report types that are otherwise checked
     • Personal & Employment
2. Next, go to People and make sure these boxes are checked off:
   • Required:
     • Employee Profile Report
     • Employment Profile
     • Personal Profile
   • Recommended:
     • All People permissions: Click SELECT ALL in the top left.
3. In Sensitive Personal Information, go to On Screen & Reports and On Reports, and from the drop down menu select “No Masking”. This will allow the service account to securely sync your complete data set:
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.

Note: A Username may be auto-Generated for this person.

1. From the Setup menu, select Security Management.
2. In Security Management, click People, then Manage Users and + to add a user.
3. Fill in the fields on the Add a New User page, using the fields displayed to you in the linking flow.
4. Click Continue.
5. In “User Information”, set the User Type to the “user is an independent contractor…” option, and set the User Role to “Product User”.
6. In “Services”:
   • If there is an option to give the user access to Workforce Now, select that.
   • If there is an option to make the user a Practitioner, select that.
   • too (you will attach their permissions via Profile later).
7. Proceed to Confirmation, and confirm the new user.

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.
2. Search for Service Account to pull up the new user (that should be its last name).
3. Click the user to pull up User Access Permissions, and select Manage Profile Memberships.
4. Add the Service Account Profile that you created to the user. Click Save.
5. 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 2).
6. Lastly, in People Access, under Service Account Currently Has, ensure “View Only Access to all People” is left unchecked.
7. Click “View List of Selected People”, and ensure that the list is not empty.
8. Return to your Linking Flow and authenticate by clicking Submit.
9. You should see a success message indicating your integration is all set.

You should now be able to set up the ADP Workforce Now Data Connector with your Customer Success Manager. If you need further assistance, please consult the GoProfiles Help Center or Chat with Us.