In order to sync ADP data, you must create a service account with a Practitioner role that has permission to fetch Reports from your ADP instance.
First, create a “Profile” with access to reports
In Setup -> Access Permissions -> Manage Profiles -> click "Create Profile" and fill in the following:
2. In "Menus & Features", make sure the following boxes in "Reports & Analytics" are checked. This will give the service account access to securely sync your data.
Double-check that the following “Standard Reports” boxes are checked:
All Reports (only grants access to report types that are otherwise checked)
Personal & Employment
Benefits - optional, check this box if you want the integration to sync Benefits data
Pay Statement History - optional, check this box if you want the integration to sync Pay data
Time Off - optional, check this box if you want the integration to sync Time Off data
In "People", double-check that the following are checked:
Employee Profile Report
All People permissions: click "SELECT ALL" in the top left. This will allow the integration to sync data pertaining to Time Off, Time and Attendance, Payroll, and Benefits information.
3. In "Sensitive Personal Information", make sure to set "No Masking" in the "On Reports" and "On Screens and Reports" columns so the service account can securely sync your complete data set:
4. In “Status & Save”: make sure to activate the profile, and then save it:
Then create a new user and assign it to that Profile
From the “Setup” menu, select “Security Management”:
On that page, click People → Manage Users → “+” to add user
Fill in the fields on the ADP Add a New User page (see below), using the fields shown to you in the linking flow (see below).
On Step 1, set the User type to the “independent contractor...” option, and set the User Role to “Product User”.
In Step 2, if there is an option to give the user access to Workforce Now, select that. If there is an option to make the user a Practitioner, select that too (you will attach their permissions via Profile later).
Proceed through Step 3, and confirm the new user.
Now go back to Workforce Now, to the Access Permissions page like before, and navigate to the “Manage People” page. Search for “Service Account” to pull up the new user (that should be its last name).
Click the user to pull up “User Access Permissions, then select Manage Profile Memberships. Add the Service Account Profile that you created to the user. Click Save.
Now that the user has the right Profile, verify that the “Menus & Features” and “Sensitive Personal Information” for this user match what you set up in the Profile earlier.
Lastly, in “People Access”, make sure the user has “View Only Access to all People”.
When that is all completed, return to the linking flow, and click “Submit”. You should see a success message indicating your integration is all set. If the service account needs modification, you will be instructed to try again, with the same account values displayed to you!