These configurations are applicable for ADP customers using Smart Onboarding application for creating New Hire applicants in ADP through API integration.

On this page, the users can perform the following configurations related to ADP:

• configure the sections to be displayed on the Complete Job Details page
• sync attributes from ADP
• sync Applicant Onboard templates from ADP and setup a default template for the New Hire's process
• sync SUI/SDI Tax Data from ADP

Who can access the ADP related configurations?

Users with the System Administrator role can access ADP related configurations.

How to access the ADP related configurations?

Click on the menu icon to open the navigation menu on the left. Then, select the "Organization Management" link under the Organization Management section.

On the Organization Management page, click the "ADP Related Configuration" link. Note: This link shows only for ADP integrated organizations.

How do you configure the sections to be displayed on the Complete Job Details page?

In the highlighted Complete Job Details sections below, select the checkboxes for the sections you want to include on the Complete Job Details (CJD) page. While these sections are supported by ADP for New Hire integration, not all fields within them are supported. For more details on Complete Job Details sections, please click here.

How to sync HR setup data from ADP?

In the "Sync HR Setup Data From ADP" section, click the “Sync Now” button. Wait or refresh until the status changes to ‘Success’. This action will sync ADP attributes with Smart Onboarding.

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.

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.

How to configure an applicant onboarding template for the New Hire's process?

The initial step is to sync the Applicant Onboard templates from ADP. Before this, ensure that the template for the New Hire process has been created in ADP with all the necessary configurations.

Click the “Get Templates” button under the "Sync Applicant Onboard Templates" section.

This will sync all active templates from ADP to Smart Onboarding, including any custom templates created in ADP.

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.

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.

How to sync SUI/SDI tax data from ADP?

To sync SUI/SDI tax codes for different states, click the “Sync SUI/SDI Status” button under the "Sync Tax Data From ADP" section.

Note: This section appears on the page once a template is selected as the default. 

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.

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.