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.

How do you assign ADP users to Smart Onboarding app?

Follow the steps given below to assign ADP users to Smart Onboarding.

Login to ADP Workforce and click on "My Apps". Hover over the Smart Onboarding app and click the settings icon.

Click on the "Assign Users" link.

Import Users 

Click on Import Users to import all users that you may want to assign to the Smart Onboarding app.

Place a check mark next to each user that you want to assign to the onboarding app.

If you don't see all the users you want to add, you can search by their name in the search box. 

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”.

When all users are confirmed, click Submit.

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. 

How to add a new user?

Add a new user in the ADP Marketplace. The user data automatically flows to Smart Onboarding. 

Go to Manage Users/Contacts, select the user and add RoleType and Security information. Click Save.

How to delete a user?

Deleting an existing user from the organization is similar.

Anytime, you want to delete a user, do it in ADP.

Since the data automatically flows to Smart Onboarding, there is no need to delete the user in Smart Onboarding portal. The user's account in Smart Onboarding gets automatically locked.

How to modify an existing User/Contact?

If you want to modify user's RoleType or Security information, you can directly do it in Smart Onboarding portal. 

Navigate to Manage Users/Contacts, select the user and modify the information as required.