OrgChart Now Help Guide

Table of Contents

ADP Connector Setup

Audience:

Audience: Administrators

Overview

OrgChart Now integrates directly with ADP Workforce Now, ADP Vantage, and ADP Enterprise. The following article provides information on how to set up your ADP Connector in OrgChart.

Setting Up an ADP Connector

Once you have started your Free Trial, or purchased in the ADP Marketplace, the ADP Connector is already established in OrgChart Now.

There are no required additional steps to complete setup, unless you are an Vantage or EV5 customer, and you would like to query a fields that requires a Detailed Data Pull.

Reference the ADP Vantage and ADP Enterprise articles to see which fields require a Detailed Data Pull.

Read the following section to learn how to set up a ADP Detailed Data Pull in OrgChart Now.

Setting Up an ADP Detailed Data Pull

Some fields in ADP require a Detailed Data Pull in order to be imported into OrgChart. The following steps provide step-by-step instructions for setting up a Detailed Data Pull for your ADP Vantage or ADP Enterprise connector.

  1. Sign in to OrgChart.

  2. Click More > Chart Settings.

  3. Click on the Plus_new.png icon (under the Merge Data section). The Merge Data Connector panel is displayed.

  4. Click on the ADP Detailed icon, and then click on Select. The ADP Detailed Data Pull has been added to the Merge Data section.

  5. Contact OrgChart Now Support so that they can input your ADP OID in the ADP OID text box (unavailable to users).

  6. Click on the Additional Fields dropdown menu, and then select the fields that you would like to pull into OrgChart.

    ADP_DetailedDataMerge.png

    Note

    Note: Custom fields will be displayed in the Chart Settings: Fields and Formulas panel after the refresh is successfully completed. This refresh will take an extended period of time.

  7. Click on the Custom Fields dropdown menu, and then select the custom fields that you would like to pull into OrgChart.

  8. Select the field that maps to PersonID (in your source data) from the PersonID dropdown menu (under the Mapping header of the Merge Data section).

  9. Select the field that maps to SupervisorID (in your source data) from the SupervisorID dropdown menu (under the Mapping header of the Merge Data section).

  10. Click on Save, and then Refresh. The fields will be pulled into OrgChart after your next scheduled refresh.

    Note

    Note: Field names in ADP are mapped differently in OrgChart. Please reference the ADP Field Compatibility tables available in the ADP Enterprise and ADP Vantage articles.