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SmartERP integrates with ADP and automatically syncs the user data. Hence, if the user has already been added in ADP and is assigned to Smart Onboarding app, then the data automatically flows to Smart Onboarding without the need to add this new user in Smart Onboarding portal.
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Login to ADP Workforce and click on "My Apps". Hover over the Smart Onboarding app and click the settings icon.
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Click on the "Assign Users" link.
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Import Users
Click on "Import Users" to import all users that you may want to assign to the Smart Onboarding app.
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Assign ADP Users to Smart Onboarding App
Place a check mark next to each user that you want to assign to the onboarding app.
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Note: All users must have logged into Workforce Now at least once in order to show in the list of users.
When all users are selected, click “Next”.
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When all users are confirmed, click Submit.
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When you submit the page you have finished the assignment in ADP. To complete the process, log into Smart Onboarding to assign the roles needed.
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Click on the users name to open their account.
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All of their personal information is populated from their ADP account. Scroll down the screen to the "Onboarding - Roles" section.
Click "Add" and select the role you want to assign to the user. If you want to add an additional role, click the "Add" button again and select the next role. There is not a limit to how many roles you can add to a user.
| Manage Users/Contacts |
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How to delete a ADP user in Smart Onboarding?
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Login to ADP. Click on the “handbag” icon at the top of the screen.
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A new page will open showing the apps you are assigned to in Marketplace. Left click on the Smart Onboarding app to be taken to the onboarding system.
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When you click on the link above, the screen below will be opened for you.
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How to login directly from Smart Onboarding app using ADP credentials?
Another way of accessing is to login directly from Smart Onboarding app using ADP credentials.
Click on "ADP Marketplace" button on the Smart Onboarding login page. This will redirect you to the ADP login page.
| Smart Onboarding login page |
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| ADP login page |
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Entering the ADP login credentials will redirect you to the Smart Onboarding landing page as shown below.
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