This article is only applicable to non-Paycor customers.
This guide is an overview of information related to getting your 7Geese organization ready using ADP as an HRIS. It will cover how to setup the integration.
This integration relies on an automated report service that exports a report from ADP to an SFTP server daily. Prior to setting up the integration in 7Geese, you will need to work with ADP to setup this export.
Setting up the automated report with ADP
ADP has a service called Automated Export Services that can automatically upload a report to a secure FTP server daily so that 7Geese can fetch that report and use it to update the user information in 7Geese. To setup this service with ADP, a statement of work will need to be opened with ADP with the following information:
- Service needed: Automated Export Services (FTP delivery of a WFN custom report)
- Protocol type: SFTP
- Authentication: Password
- File encryption: None
- Report name: employee_report
- Report output file type: CSV
- Desired schedule: 1 per day
The exported report must be in CSV format, and should contain columns with the following headings (example spreadsheet can be downloaded here):
- First Name
- Last Name
- Job Title
- Preferred First Name
- Hired on
- Manager Email
- ADP User ID
- Employee Status (contents of this column should be "Active" or something else to indicate the employee is no longer active)
Configuring ADP in 7Geese
Once the export is setup and ADP has provided you with access information for the SFTP server, head over to the Integrations page in 7Geese via Organization Settings (https://app.7geese.com/admin/adp). Here you can get started configuring the ADP integration. Enter the URL, username and password for the SFTP server that was provided by ADP.
User Import Verification
After you've clicked "Verify Settings", you will be prompted to ensure that everything is correct before turning on the integration. Scan through the information and simply select "Enable this integration" if everything looks good.
Disabling ADP sync
If you need to disable the integration at any time, you can choose to disable the integration at the top of the ADP integration page. Any information stored in 7Geese that has been previously pulled from ADP will remain in 7Geese, but no further data will be updated from ADP.
Cost of Integration
Please note that due to how ADP structures its pricing and services, there likely will be a one-time cost on their end associated with using ADP professional services to set this up. 7Geese does not charge customers additional fees for integrations.