Step-by-Step instructions for ADP:
[INSERT VIDEO HERE]
Using Field Grabber:
1. People > Employment Profile
2. Click on the 3 dots in the upper right-hand corner > Field Grabber
> FieldGrabber will open on the right side. You can close it with the arrow at the top.
3. Select the following fields to be included in the report
> Below Details click the Personal tab and click Name at the top, not Legal Name
Legal First Name (Personal Profile / Name)
Legal Last Name (Personal Profile / Name)
> Under Contact select
Personal Email
Work Email
Home Phone*
Work Phone
Personal Mobile
Work Mobile
> Under Demographics select
Birth Date
Gender for Compliance Reporting
> Click on the Employment tab at the top and selectHire date
4. Click the arrow on the top right to open the FieldGrabber again
5. Click Create Report at the bottom
6. Name Report (Hera Staff Import) and click 'View/Select Fields'
7. Click the 'Filters' button a the top below 'Save + Run'
Type Position Status
Select Position Status (Employment Profile
Select Active
Click 'Apply' at the top right
8.Click 'Save + Run' at the top
9. Click 'Run'
10. Once it's finished your report will appear at the bottom
11. Click on 'Export' and export as a CSV
Using Custom Reports:
Reports & Analytics > All Custom Reports
Click '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 a 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
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!
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
Once you download the export from Paycom, simply copy and paste the data in the columns into the Hera CSV and you'll be set!