Step-by-Step instructions for ADP:
Using Custom Reports:
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)β
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
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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