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Gather Your Onboarding Data

Updated over a week ago

Associates

Step-by-Step instructions for ADP:

Using Custom Reports:

  1. Reports & Analytics > All Custom Reports

  2. Click the 'Create new report' button

  3. Name Report (Hera Staff Import) and click 'Select Fields'

  4. Search for the following fields and drag and drop them into the 'Selected Fields' section

    1. Legal First Name (Personal Profile)

    2. Legal Last Name (Personal Profile)

    3. Personal Email

    4. Work Email

    5. Home Phone

    6. Work Phone

    7. Personal Mobile

    8. Work Mobile

    9. Birth Date

    10. Gender for Compliance Reporting

    11. Hire Date​

  5. Click the 'Filters' button at the top below 'Save + Run'

    1. Type Position Status

    2. Select Position Status (Employment Profile)

    3. Select Active

    4. Click 'Apply' at the top right​

  6. Click 'Save + Run' at the top

  7. Click 'Run'

  8. Once it's finished your report will appear at the bottom

  9. Click on 'Export' and export as a CSV

Step-by-Step instructions for Paycom:

  1. Reports > Report Center > Advanced Report Writer > Create a new Report > Employee

    1. Legal Firstname

    2. Legal Lastname

    3. Employee Status

    4. Primary Phone

    5. Personal Email

    6. Birth Date (MM/DD/YYYY)

    7. Hire Date

  2. Filters > Filter Type: Status Filter > Status Filter: Active > ADD

  3. Sorting > Next

  4. 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. The two columns we want from this file are TransporterID and Qualifications.

Vehicles

You can download all of your vehicle information directly from the Fleet section AMZL.

  1. From the top of the page click Administration -> Fleet

  2. Click My Vehicles at the top

  3. Click the download button on the top right located next to More Filters

Once you have your associate and vehicle files, send them to us so we can get your account set up.

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