One additional step to complete your ADP Workforce Now integration with Workstream is to set up your new hire template in ADP WFN. This step allows you to create an onboarding template in your ADP Workforce Now account to easily export your new employees from Workstream and begin your onboarding process.
To set up the new hire template in ADP WFN, follow the steps below.
STEP 1: Log in to your ADP WFN account.
STEP 2: Select Setup located at the top blue toolbar.
STEP 3: Select Template Management.
STEP 4: Select Hire/Rehire.
STEP 5: Go to Templates. If you have an existing Applicant Onboard template from the list, proceed to Step 9. Otherwise, follow Step 6.
STEP 6. Under Manage New Hire Templates, select any template with the word 'System'. Select Copy located under the Action column.
STEP 7: Name the new template as Applicant Onboard. Choose YES.
STEP 8: A confirmation will pop up. Choose Close.
STEP 9: Select the Applicant Onboard template and go to Assign Users located on the left panel. It should have the two profile groups listed below to proceed. Ensure that both are selected with a checkmark. Otherwise, contact the main Practitioner/Admin role who manages your ADP WFN account. Choose Next.
STEP 10: Review your Notifications Settings, then click Next, then Submit. You are now ready to link your Workstream account to your ADP WFN account. For more info, click here.
NOTE: You can set this up at any time, however, it is best to complete this step first before integration to ensure smooth flow and to avoid disruption of the process.
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