Integrating ADP WFN with Compt (Company Administrators)

Setting up the ADP WFN + Compt API Integration

Once you have determined that you would like to setup the ADP WFN Integration, reach out to your Customer Success Manager or support@compt.io to enable the ADP Workforce Now Integration feature for your company. After the feature has been added by the Compt Customer Success team, follow the below steps:

1. From Compt, go to Stipend admin then select Company Settings and scroll down to the ADP Settings section.
2. Copy your company's unique token and click on Set up ADP integration. When you click on Set up ADP integration, you will be takend to the Compt Connector for ADP Workforce Now in the ADP Marketplace. The connector can also be accessed here.

3. Subscribe to the Compt Connector for ADP Workforce Now

4. From the connector's page, click on Buy Now. This will take you to the Create Order page.
5. From the Create Order page, click on Continue. This will take you to the Additional Information page.
6. Enter your company's token which you copied from Compt, and click Continue. This will take you to the Billing Details page. Make sure you copy in your own company token not the one shown in the screen shot above.

7. Enter your payment information and click continue. This will take you to the confirmation page. Read and accept the ADP Marketplace Terms of Service, tick the checkbox, and click Place Order.

Finalize the ADP Integration Process in Compt

8. Return to Compt, visit the Company Settings page and scroll down to the ADP section. It will now look like this: 

9. 

   Click on the Finish Authorization Process to grant consent to Compt so that your employees can be synced. This will take you to the authorization flow in ADP and will return you back to Compt. After you finish the authorization flow you will see the following in Compt:

10. Click Edit API Field Mapping under the ADP Settings section.

11. Select the fields you would like to map over to your Compt Team List.

(If you do not see a Compt field that you would like added or if you need a custom field added, please reach out to support@compt.io to have the field created)                                                                                                   

12. Once the fields are mapped you can trigger the sync manually or wait for the sync to happen automatically (within the hour). You can view the status of the integration on the Company Settings Tab under the ADP Settings section. 

Set Up and Push Payroll from Compt to ADP

For this, you will need to know which pay codes you would like to map from Compt to ADP Workforce Now. You will need two pay codes: one for taxable expenses, and another for non-taxable expenses. Once you know which pay codes to use, follow the guide below. 

1. Go to Stipend admin then select the Company Settings tab in Compt. Scroll down to the ADP Settings section, and click on Configure Payroll Codes. This will open the ADP Payroll Code Settings page.

2. Click on Sync Groups and Pay-Codes so that Compt can identify which pay codes are available on ADP Workforce Now.
3. The drop-down options will be updated and you will see something like the following:

4. Select the appropriate Taxable and Non-Taxable pay codes, and click Save changes.

You have successfully set up pay code mapping between Compt and ADP Workforce Now!

Pushing Payroll to ADP Workforce Now

After running payroll in Compt, you are able to push the pay data to ADP Workforce Now. This can be done either as soon as you close a payroll cycle, or you can revisit an existing payroll run.

1. After running payroll in Compt, access the Payroll Run you would like to push to ADP Workforce Now by clicking on the Payroll date at the bottom of the Payroll page in Compt. Once you select the Payroll Link you will see the following:

2. Click on Push to ADP. The pay data will be pushed, and the following will be displayed:

(You must have an open payroll in ADP Workforce Now before clicking "Push to ADP", otherwise, the push will fail.)

3. You may click on View ADP Push Results for more details. The results will look something like the following:

4. Now that you have pushed the pay data to ADP Workforce Now, you must visit the Paydata section in ADP Workforce Now (Process > Paydata) and validate that paydata so that it can be included in the payroll run. The paydata will appear as a "batch" and the name will start with "COMPT_".