Workstream integration with ADP WFN is a new feature wherein you can export your hired applicants from Workstream to your ADP WFN account as your HR central tool for reporting and payroll.
With Workstream's new Onboarding tab, you can access the ADP WFN 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 WFN so you can forward your hired applicants over to their 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 set up your onboarding new hire template in the ADP WFN system. For more info, click here.
To create your onboarding process with ADP WFN, follow the steps below:
STEP 1: From your Workstream dashboard, go to Onboarding.
STEP 2: Select Processes.
STEP 3: Select an existing process you wish to edit or click Create new process.
STEP 4: Enter the name of your process, then click Continue on the button left side.
STEP 5: Under Financial Forms, check the box beside ADP Workforce Now then click Continue on the bottom left side.
STEP 6: You can review your Basic Information module or Skip this task and click Continue.
NOTE: The Basic Information module is added by default.
STEP 7: You may get a pop-up message about the Integration version update available as shown below. Select whether you wish to continue with the current version or upgrade to the new version.
NOTE: Old and existing onboarding processes will not be affected whether you choose to upgrade or not.
STEP 8: Under Set up ADP account, choose I already have an ADP account, otherwise, sign up to register for an ADP WFN account first.
STEP 9: Select Purchase WS Connector. If you have purchased this before, sign in to your ADP WFN account for data consent.
STEP 10: Under What information should the hiring manager provide?, select the
information you want to include in your form. Choose whether you want it off
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 for both Offer Terms and Offer Assignments. Expected Started Date is required by default.
STEP 11: Assign a specific user/s or role/s to fill out this information.
STEP 12: Go to What information should the employee provide?. Again, select which fields you'd like to be included on the form by choosing optional or required. Do this for Personal, Communication and Legal sections. Legal Name is required by default.
STEP 13: Go to Set up a reviewer. Assign a specific user/s or role/s to serve as your final reviewer. Note that you can assign multiple managers or roles.
STEP 14: Select Save.
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 user filled in the form, the user set as reviewer needs to check and push the applicant's data to the ADP WFN website. After that, go to your ADP WFN account and fill in other required fields to complete the whole process.
Signing up for Workstream Connector through ADP Marketplace
Setting up the new hire template in ADP Workforce Now
Marking applicants as hired automatically
Marking applicants as hired manually
Setting up integration
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