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 the "Reports & Analytics" tab
Then 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
Now you can add fields to your custom report.
Search for a field name under "ADD FIELDS", then click the + button to add it to the report on the right
IMPORTANT: You MUST add "associate id" as a field to the report
Below are fields that are commonly included in a custom employee report.
It is required to leave Associate ID checked. However you may include any additional fields.
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When you are done, click "Save + Run"
This will take you to a View Report screen
From here, you can choose to export it as a csv
Regardless you should click Run to finalize this report
Checkpoint
1. Did you name the report employee-census? This is required!
2. Did you add the "Associate id" field to your custom report? This is required!
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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 send your report on a recurring, scheduled basis you will need to contact your ADP representative. They will charge a $350 one time fee to set up report automation.
You will do this by completing a Statement of Work, 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.
You will find information for the Statement of Work based in your linking modal.
Once the Statement of Work is completed you can now 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 sync'ed 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 must be in .csv format
Note: We accept files up to 250MB. Please message your support representative if you need to increase this limit.