Associate Data from ADP & Paycom
Step-by-Step instructions for ADP:
Using Custom Reports:
Skip to 4:42 to follow along with the video.
Reports & Analytics > All Custom Reports
Click the 'Create new report' button
Name Report (Hera Staff Import) and click 'Select Fields'
Search for the following fields and drag and drop them into the 'Selected Fields' section
Legal First Name (Personal Profile)
Legal Last Name (Personal Profile)
Personal Email
Work Email
Home Phone
Work Phone
Personal Mobile
Work Mobile
Birth Date
Gender for Compliance Reporting
Hire Date
Click the 'Filters' button at the top below 'Save + Run'
Type Position Status
Select Position Status (Employment Profile)
Select Active
Click 'Apply' at the top right
Click 'Save + Run' at the top
Click 'Run'
Once it's finished, your report will appear at the bottom
Click on 'Export' and export as a CSV
Step-by-Step instructions for Paycom:
Reports > Report Center > Advanced Report Writer > Create a new Report > Employee
Legal Firstname
Legal Lastname
Employee Status
Primary Phone
Personal Email
Birth Date (MM/DD/YYYY)
Hire Date
Filters > Filter Type: Status Filter > Status Filter: Active > ADD
Sorting > Next
Output Format > CSV
Step-by-Step instructions for Amazon Logistics
Associates
The associate file from AMZL needs to be downloaded to gather Transporter IDs and determine what vans they are trained to drive. Send the full, unedited associate file with all columns. Two important columns from this file are TransporterID and Qualifications.
From the top of the page, click Administration -> Associates
Click the My Associates tab
Scroll down to see the list of associates and click the download button above the Status column.
If you operate out of multiple stations, please select the station before downloading. You can select the station next to the Add Delivery Associate button at the top right.
Do not delete columns or change the file.
Vehicles
You can download all of your vehicle information directly from the Fleet section AMZL.
From the top of the page, click Administration -> Fleet
Click My Vehicles at the top
Click the download button on the top right, located next to More Filters
Once you have your associate and vehicle files and your ADP or Paycom staff report (exported as a CSV), send them unedited by replying to the email from the Hera team that asked for the files, or by emailing [email protected], so we can get your account set up.