Workstream integration with ADP is a new feature wherein you can export your hired applicants from Workstream to ADP as your HR central tool for reporting and payroll.
With Workstream's new Onboarding tab, you can access the ADP module, setup your onboarding process and customize your template easily according to your HR needs.
This article will help you create your onboarding process so you can forward your hired applicants over to ADP system. Note that in order to take the steps listed here, you need to download and signup for Workstream Connector first available through ADP Marketplace. If you haven't done so, please click here. Another step is to setup your onboarding new hire template in ADP system. For more info, click here.
To create your onboarding process with ADP, follow the steps below:
STEP 1: Log in to your Workstream account after completing the secure authentication directly from the ADP website. Click on the Onboarding tab.
STEP 2: Click on Processes located at the right side of your dashboard, then click on Add process button which can be found at the upper left side of your screen.
STEP 3: Type in your process name, then click Next. Select ADP as the module, then click Add Module.
STEP 4: Under the section Employee will fill in the form, click on Required to fill button, then select Manage fields.
Step 5: Select which fields you'd like to be included on the form. You can also choose if you would like the question to be optional or required. Once done, click on Add fields button, then hit Save.
STEP 6: Under the section Manager will fill in the form, click on Required to fill button. Select the name of the HR who fill in the form on the drop down list, then click the Manage fields button to add questions.
STEP 7: . The questions are divided into two types: Offer Terms and Offer Assignments. You can select whether you want these questions to be turned off, optional, or required. Click on Add fields button and hit Save.
STEP 8: Go to the section Manager will review and send to ADP, then click on Required to fill button. Select the HR reviewer, then hit Save.
STEP 9: Each instruction should have a check mark once all the steps are completed. Click Save and go back option. Finally, click on the Finish button to update.
Creating an onboarding process is a one time configuration. You can use the same process for multiple applicants marked as hired.
Once the assigned HR filled in the form, HR set as reviewer needs to check and push the applicant's data to ADP website. After that, go to your ADP account and fill in other required fields to complete the whole process.
For other users who would like to create a new onboarding process, a popup window will appear which will lead to the user consent screen. New users must be an Admin for both Workstream and ADP.
How to Signup for Workstream Connector through ADP?
How to Setup the New Hire Template in ADP?
How to Automatically Mark Applicants as Hired?
How to Manually Mark Applicants as Hired?
How to Use Integration?
Want to talk to our Support team? Look for the Intercom icon at the bottom right part of your dashboard and click on New conversation, or send an Email at email@example.com.