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ADP Workforce Now - How do I link using a practitioner role?
ADP Workforce Now - How do I link using a practitioner role?

How to link your ADP Workforce Now account to Merge using a practitioner role

Michelle Krameisen avatar
Written by Michelle Krameisen
Updated yesterday

Overview

This guide will walk you through creating a practitioner role within ADP Workforce Now to link your account.

Prerequisites

Please ensure you fulfill all the requirements to set up the integration:

  • You are an Administrator in your company's ADP instance, or someone has shared their access with you.

  • You do not use ADP Workforce Now Canada

Instructions

Step 1: Create a profile with access to reports

In your ADP Workforce Now account, go to Setup and find Access Permissions.

Then go to Manage Profiles and click Create Profile and fill in the following fields

Step 2: Give your service account access to securely sync your data

  1. Clicking "Create profile" in the previous step will open up a new screen.

  2. In Menus & Features, go to Reports & Analytics to make sure the following boxes in are checked. This is REQUIRED!

    1. My Reports

      • All Reports

      • My Standard Reports

    2. View

      • Reports Output

      • Reports Scheduled

    3. Reports Dashboard

      • Reports Dashboard

    4. Standard Reports

      • All Reports (only grants access to report types that are otherwise checked)

      • Personal & Employment

  3. We also recommend you include the following Standard Reports

    • (optional) Benefits for Benefits data

    • (optional) Pay Statement History for Pay data

    • (optional) Time Off for Time Off data

  1. Next, go to People and make sure these boxes are checked. This is REQUIRED!

    • Employee Profile Report

    • Employment Profile

    • Personal Profile

    • (optional) If you need Payroll data, select Pay at the top

  2. We also recommend you include

    • 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. (optional) In Sensitive Personal Information, go to On Screen & Reports and On Reports, and from the drop down menu select No Masking, Partial Masking, or Masking. This will allow the service account to securely sync your complete data set.

    • If you do not want to sync over information such as Birthdate, SSN, or Bank Info, please Mask this information!

  4. On the last screen, Status & Save, activate the profile, and then save it below:

Step 3: Create a new user and assign it to your "Integrations Service Account" profile

  1. From the Setup menu, select Security Management

  2. In Security Management, click People, then Manage Users and + to add a user.

  3. Fill in the fields on the Add a New User page, using the fields displayed to you in the linking flow. See an example below:

    Click Continue.

  4. In Step 1 "User Information", set the User Type to the “user is an independent contractor...” option, and set the User Role to “Product User”.

  5. In Step 2 "Services":

    • Assign the profile by selecting WFNPractitioner in the "Available Service Profiles Box" and moving it to the "Selected Service Profiles"

  6. Proceed through Step 3, and confirm the new user.

    • Please note that a Username will be Auto-Generated for this person. That is completely okay and expected!

Step 4: Connect the service account user to the service account profile

  1. Go back to your Workforce Now portal, and go to the Access Permissions page like before to find the Manage People page. Search for Service Account to pull up the new user (that should be its last name)

  2. Click the user to pull up User Access Permissions, and select Manage Profile Memberships. Add the Service Account Profile that you created to the user. Click Save

  3. Now that the Service User has the right Profile associated, verify that the Menus & Features and Sensitive Personal Information for this user match what you set up in the Profile earlier (Step 1)

  4. Lastly, in People Access, under Service Account Currently Has, check off View Only Access to all People. Click View List of Selected People, and make sure that list is not empty. This is needed to view employees (including terminated)

Step 5: Return to your linking flow and authenticate

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!

Having trouble authenticating?

Our recommendation is to delete the created user and restart the process from Step 3. ADP often encounters issues when updating the information of the prior service user, so we recommend starting from scratch.

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