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, set up your onboarding process and customize your template easily according to your HR needs.
This article will help you create your onboarding process with ADP so you can forward your hired applicants over to the 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 the ADP system. For more info, click here.
To create your onboarding process with ADP, follow the steps below:
STEP 1: From your Workstream dashboard, go to Onboarding.
STEP 2: Select Processes.
STEP 3: Choose Create new process or select to edit an existing process.
STEP 4: Enter your process name, then choose Next.
STEP 5: Select the ADP module, then choose Add ADP Forms.
STEP 6: Select Set up ADP Account. Choose I have an ADP account, otherwise, sign up to register for an ADP account first.
STEP 7: Select Purchase WS Connector. If you have purchased this before, sign in to ADP to give data consent.
STEP 8: Under Select set up form for employee to complete, choose Manage fields.
STEP 9: 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, select OK.
STEP 10: Go to Set up form for hiring manager to complete. Select the name of the hiring manager to complete the form, then select Manage fields.
STEP 11: 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. Choose OK once done.
STEP 12: Select an HR manager as your final reviewer to send the form to ADP, then Save.
STEP 13: Each instruction should have a check mark once all the steps are completed. Choose Save and go back. Finally, choose Finish to update.
NOTE: 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.
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 firstname.lastname@example.org.