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.

Assign ADP Users to 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 assign roles to ADP users in Smart Onboarding?

When you complete the assignment in ADP, log into onboarding to complete the process.

In Smart Onboarding, navigate to Manage Users/Contacts.  The users you have assigned will show in the list and you can then manage their access by adding the onboarding roles they should be assigned to. 

Click on the users name to open their account.

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.

How to delete a ADP user in Smart Onboarding?

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. 

How do you access Smart Onboarding app from ADP?

Login to ADP. Click on the “handbag” icon at the top of the screen.

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.

When you click on the link above, the screen below will be opened for you.

How to access ADP from Smart Onboarding app?

To access ADP from Smart Onboarding app, ADP users can click on "ADP Marketplace" button on the Smart Onboarding login page.

This will open the page where the user can enter the ADP login credentials and login into the system.