ADP

Audience: Administrators

 

Overview

ADP is a Human Resource Capital Management software. OrgChart connects directly to ADP, allowing you to import data from your ADP Workforce Now, ADP Vantage, ADP Enterprise, ADP Decidium, ADP Next Generation, or ADP WFN Next Generation account. 

The following article provides information on:

• Frequently asked questions about OrgChart's integration with ADP
• Instructions on how to pull data from ADP into OrgChart
• Instructions on how to modify your ADP integration in OrgChart
• Instructions on how to assign users access to OrgChart in ADP

ADP Integration FAQ

1. How do I set up my connection to ADP?
   
   Click on the following link to learn how to pull data from ADP into OrgChart.
   
   
2. Can I pull photos from ADP into my org charts?
   
   Yes. 
   
   
3. Can I limit the fields that a user is able to pull from ADP?
   
   Yes. OrgChart administrators can use Import Filters to limit fields that OrgChart can pull from ADP. You can also work with your ADP Rep to limit fields on the ADP side.
   
   
4. What fields can I pull from ADP?
   
   The fields OrgChart can pull from ADP vary depending on your ADP product subscription. Click on the following links to learn about which fields can be pulled from your ADP Workforce Now, ADP Vantage, ADP Enterprise, ADP Decidium, ADP Next Generation, or ADP WFN Next Generation account.
   
   
5. Can I merge data from a secondary source with ADP?
   
   Yes. To learn how to aggregate data, please reference the Data Aggregation article.
   
   
6. Can I embed org charts (generated from ADP data) into my intranet?
   
   Yes. To learn how to create links to your org charts, please reference the Web Link article.
   
   
7. Can I add open requisitions from ADP Workforce Now Recruitment or ADP Recruit Management into my org charts?
   
   Yes. ADP Workforce Now clients can pull open requisitions from the ADP Workforce Now Recruitment module. ADP Enterprise clients can pull open requisitions from the ADP Recruit Management module.
   
   
8. Can I filter which records are included in my org charts?
   
   Yes. OrgChart administrators can create Import Filters to limit the records that are included in your charts.
9. Can I export ADP data to Excel or CSV instead of using a direct API connection?
   
   Yes. You can manually upload Excel or CSV files containing ADP data to OrgChart. Reference the Excel/CSV article for more information, as well as the file requirements below.
   
   You can also request a flat file push from your ADP representative, so that your ADP data file is pushed to OrgChart on a regular basis. Please reference the following requirements:
• File must be CSV or Excel
• File must follow the OrgChart flat file formatting guidelines
• File must contain (at least) the following fields:
  • Associate ID
  • Reports to Associate ID
  • Name
  • Title

Pulling data directly from ADP

1. Sign up for OrgChart in the ADP Marketplace by clicking the Start a Free Trial button or choosing an edition to purchase.

2. After starting your Free Trial or purchasing an edition, visit the ADP Consent Manager. An ADP consent dialog is displayed.

3. If the ADP consent dialog is not displayed, click on the Manage button associated with OrgChart (in the Pending Consent table).

4. Click on Allow, and then click on Continue to grant OrgChart permission to pull your data.

5. Click on the ADP Marketplace icon on the ADP homepage.

6. Click on MyApps.

7. Select the Allow button to give OrgChart consent to query your data. To view a complete list of your consents, visit the Consent Manager.

8. Select the Continue button to access OrgChart.

Note

Once a user connects ADP with their OrgChart account, ADP data will automatically sync to OrgChart as the Main Data Source. No more steps are required for importing ADP data into an OrgChart account.

Exceptions include:

• Exporting ADP data to Excel (User does not want a direct API connection.).

• Importing ADP Recruitment data (User wants to include vacant positions).
  • Reference the ADP WFN Recruitment or ADP Recruit Management articles for more information on how to include open requisitions from ADP.
• Importing ADP data from ADP Europe (Decidium)
  • ADP Europe (Decidium) requires you to work with your ADP Rep to pull data into OrgChart.

Modifying your ADP Integration in OrgChart

OrgChart administrators may want to pull additional fields from ADP, or adjust their ADP query (i.e to pull only Active employees). The following section provides step-by-step instructions for accessing and modifying your ADP integration within OrgChart.

1. Click on the Settings button in the bottom right corner, and then select the Chart Settings option from the list.

2. The Data sources panel is displayed. The name of your ADP product is listed under the Main data source heading. Click on the gear icon to open the ADP configuration menu.

3. The ADP Configuration panel is displayed. Click on the Additional fields menu, and then toggle the fields ON that you'd like to pull into OrgChart.

4. Similarly, click on the Custom fields menu to toggle custom fields ON that you'd like to pull into OrgChart.

Note

Custom fields are only available after the first successful refresh of your chart. Please refresh your chart at least once before attempting to pull custom fields.

5. To adjust the ADP query to pull only Active or Active and On-Leave employees, click on the Use preset query dropdown menu, and then select which query you'd like to use.

Note

Querying for inactive employees will pull Active, Inactive, and Terminated employees by default. To only query for Active and Inactive employees, modify your ADP Employee Search List.

6. Click on Save to preserve your changes.

7. Once you've updated your ADP configuration, click on the Save option in the Chart settings: Data source panel, and then click on Refresh.

Assigning user access to OrgChart in ADP

Administrators can grant other employees (both practitioner and non-practitioner) access to OrgChart via ADP.

Note

These instructions apply for ADP Enterprise, ADP Vantage, ADP Workforce Now, and ADP Workforce Now Next Generation.

Important

 Before you begin, ensure that you and the users you wish to assign access to OrgChart via ADP have:

• Logged into the ADP Marketplace (practitioners)
• Logged into ADP via the following link: https://apps.adp.com/en-US/home (non-practitioners)

Users who have never logged into ADP using the methods above will not appear in the user list for assignment to the OrgChart application.

1. Sign into ADP Marketplace.

2. Click on your name in the top right corner of the screen, and then select the MyApps option from the dropdown menu.
   

3. Click on MyApps.

4. Hover over the OrgChart application, click on the Gear icon, and then select the Assign Users option.

   

5. Search the name of an employee you would like to assign to the app. Their name appears in the list to the right.

6. Select the employee(s) that you wish to assign access to OrgChart, and then click on Submit.

7. OrgChart is now accessible in the newly assigned employee's MyApps.