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Gathering Associate Data From ADP

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

    • 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

  5. 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

  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

Once you download the export from ADP, simply copy and paste the data in the columns into the Hera CSV, and you'll be set!


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