Overview
SFTP (secure file transfer protocol) is a secure and private service for sending files over the internet. You can also securely upload reports on a one-time basis via a manual CSV upload. We utilize full files and delete rows that are not present in each transfer.
In this guide, you will be given detailed instructions on how to create a custom report in ADP with fields that you want to include for your use case.
Step 1: Create your employee report
Log into ADP and click Reports & Analytics
Click Set Up New under the Custom Reports
In Set Up New Report page, set the Report Title to Employee-Census
Then click Select Fields to continue
Step 2: Add fields to your custom report
Search for a field name under ADD FIELDS
Click the + button to add it to the report on the right
Below are common fields to include in a report, you may also include other fields
Important fields
ASSOCIATE ID is required if you want employee data
POSITION ID is required if you want employment data
REPORT TO NAME is required if you want manager data
When you are done, click Save + Run
This will take you to a View Report screen where you can choose to export as csv
Click Run to finalize this report
Checkpoint
Did you name the report Employee-Census? This is required!
Did you add the ASSOCIATE ID field to your report? This is required!
Sometimes ADP will append a Report Totals to your custom report. If that is the case, please also delete this row.
Step 3: Send your report
There are two ways to send your report that you created above:
Step 3a: One-time manual CSV upload
If you want to update your employee data with a one-time csv upload simply download the report that you created in Step 2 as a csv. Then upload it into your Linking modal.
Step 3b: Recurring report transfers using Automatic Export Service
To automatically send your report on a recurring basis you will need to contact your ADP representative. They will charge a one time fee to set up report automation that can be used across one or multiple reports. For more information on pricing, please refer to your ADP representative. Charges may vary.
You will do this by completing a Statement of Work, see example below, to get the process started. Then ADP can add automation to the custom report that you completed above. The typical turnaround is 3-4 weeks.
Fill out the fields in Client Supplied Information
WFN Client ID: the characters to the right of the @ symbol in your ADP login name
WFN Security Master: the person you chose as the Security Master in your ADP instance, this is likely your ADP Admin
Authentication Level: SSH Key (ADP Provided)
Required PGP Encryption: Both are acceptable depending on your case
Date Stamp Required: No
You will find information for the Statement of Work based in your linking modal.
FTP Username
Directory
Host Name
Port
Once the SoW is completed, you will receive an SSH Key from ADP. You can input that key on the next page of the linking flow:
Then, you can schedule the recurring transfer schedule for your custom report! Head over to Report & Analytics -> All Custom Reports.
From the Reports main page, find the custom report that you configured and open up the menu. Then select Schedule To Run.
You'll then be in the Schedule and Distribution page. From here you are able to set up a recurring schedule for when your report will be sent. When you're ready, click Apply.
Step 3: Connection complete
You're done! Once the connection has been established, we will verify that the report has been properly formatted. From there, your data will be synced on the schedule that you configured through ADP!
Troubleshooting
If you are having difficulties sending or receiving the data please first check the following common requirements.
Your report name must be exactly "Employee-Census.csv"
Your report must have the column "ASSOCIATE ID"
Your report columns must be in all Capital letters
Your report must be in .csv format
Note: We accept files up to 250MB. Please message your support representative if you need to increase this limit.