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Click on the menu icon to open the navigation menu on the left. Then, select the "Organization Management" link under the Organization Management section.
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On the Organization Management page, click the "ADP Related Configuration" link. Note: This link shows only for ADP integrated organizations.
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How do you configure the sections to be displayed on the Complete Job Details page?
Highlight the checkbox In the highlighted Complete Job Details sections below, select the checkboxes for the sections you want to be included include on the Complete Job Details (CJD) page. These While these sections are supported by ADP for the New Hire integration; however, not all fields within these sections them are supported. For more details on Complete Job Details sections, please click here.
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How to sync HR setup data from ADP?
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Note: Run this sync process every time new attribute values are added or existing values are modified in ADP to keep the attribute values in onboarding in sync with ADP.
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Note: The attribute values for Rate Type - Hourly (H) and Salaried (S) are not created in Smart Onboarding after the HR setup data sync process is run. These two values should be manually created through the Attribute Revision (Click here to learn about Attribute Revision) using the values seen in the screenshots below.
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| Rate Type = Hourly |
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| Rate Type = Salaried |
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How to configure an applicant onboarding template for the New Hire's process?
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Click the “Get Templates” button under the "Sync Applicant Onboard Templates" section.
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This will sync all active templates from ADP to Smart Onboarding, including any custom templates created in ADP.
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Choose a default template for integrating New Hire data with ADP. Only one template can be selected as the default at a time. After selecting the desired default template, click the “Get Template Setup” button next to that template to copy the template data from ADP.
Note: Selecting the default template will enable a section at the bottom of the page to sync SUI/SDI tax data from ADP. For more details, please refer to the following section.
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Note: If the default template is modified in ADP Workforce, you should sync it again to update the New Hire process. Repeat this step to ensure the onboarding templates remain in sync with ADP.
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Note: This section appears on the page once a template is selected as the default.
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Note: Only SUI/SDI tax codes that are in "Active" status in ADP will be synced to Smart Onboarding.
The total number of SUI/SDI Tax Codes synced will be displayed in the message as shown below. In this example, a total number of "13" SUI/SDI Tax Codes were synced from ADP.
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Login to ADP Workforce and navigate to Setup → Tools → Validation Tables
Under the Payroll sub-section, scroll down to the Tax Jurisdictions section and click the "SUI/SDI Jurisdictions" link.
The page will show the active SUI/SDI Tax Codes available for your company in ADP. The total number of active SUI/SDI Tax Codes is displayed in the bottom right corner of the grid, as shown below. In this example, there are "13" active SUI/SDI Tax Codes, and only these codes are synced to Smart Onboarding when the “Sync SUI/SDI Status” button is clicked on the ADP Related Configuration page.
To view all the SUI/SDI Tax Codes including the inactive ones, enable the "Show Inactive" button as shown below. In this example, the total number of SUI/SDI tax Codes including the inactive ones are "15" which means the status of the two SDI/SDI Tax Codes is inactive.
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Once the configuration is complete in Smart Onboarding, save the changes. After this, you may continue hiring new employees.
Note: The synced SUI/SDI tax data will reflect in the prompt for “SUI/SDI Tax Code” on the Complete Job details (CJD) page. For more details on the Complete Job details page, please click here.
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