ADP Workforce Now - Add a Standard Practitioner

To connect your ADP Workforce Now account to this application, you must be an Administrator and have sufficient permissions to create a new Standard Practitioner user.

Before you start

Before you begin, make sure you are using ADP Workforce Now. If any of the following applies to you, please skip the instructions below.

1. If you are using ADP Workforce Now Cloud, the following instructions will not apply. Finch does not currently support ADP Workforce Now Cloud.
2. If you are part of the ADP PEO (professional employer organization), you are using ADP TotalSource
3. If you are part of the ADP Comprehensive Services offering please follow these instructions instead.
4. If you are part of the ADP Administrative Service offering, please contact your ADP account representative to add your application as a 3rd Party Practitioner to your account. Please have them send the 'Add Admin' form to the email address listed in Finch Connect.

Instructions

Step 1: Add a Standard Practitioner User

1. Navigate to Setup > Tools > Support
2. Click Client Contact Change

3. Click the Add New Contact tile
4. Select No to indicate the contact is not a registered employee or an independent contractor for your organization. Enter the requested information:

• First Name: Use the name provided in the Finch Connect screen
• Last Name: Support
• E-mail Address: Use the email provided in the Finch Connect screen
• Phone Number: 9177173974

5. Scroll down to Access Settings. Select No, let me choose the options manually to begin selecting settings:
   • Select Companies — Select all companies you’d like to give access to.
   • Administrator Access — Select Product User from the dropdown menu.

• Product Access — Select Yes for Workforce Now access.

• Contact Settings & Roles — Select Payroll and ensure that Secondary Contact is marked.

6. Click Submit.
7. As a result, the user has been added as an authorized contact and will receive a welcome email and user credentials.

Step 2: Assign this user the required access to sync data securely

Employee access

The steps above should automatically grant the user Standard Practitioner access. This user type is required to service this integration successfully. You can tailor this Standard Practitioner user's permissions based on your needs by following the steps below:

1. Navigate to Setup > Security > Access Permissions > Manage People.
2. Search for the contact you just set up and select their profile.
3. Click Manage Profile Memberships.
4. Ensure the user is assigned the Standard Practitioner role.

5. Click Save.

Additional Settings

1. Navigate to the People Access tab and ensure the user is granted View Only Access to all People
2. Navigate to the Payroll Processing Access tab and ensure the user is granted No Access

Sensitive personal information

In some instances, certain fields will be masked by default. Please ensure the Standard Practitioner role has Full Masking disabled for Birth Dates if you require this data. Please verify that the Standard Practitioner profile has been set up correctly by following the steps below:

1. Navigate to Setup > Security > Access Permissions > Manage Profiles
2. Click Standard Practitioner
3. In the top menu bar, select 2. Sensitive Personal Information

4. Under Birth Date masking > On Screens, update the selection in the drop-down menu to Partial Masking with Reveal and Edit
5. Click Save