OrgChart Now Help Guide

ADP Vantage

Audience:

Audience: Administrators

Overview

ADP Vantage is an enterprise-focused HRCM (Human Resource Capital Management) solution, which provides workforce management tools at scale. OrgChart Now integrates directly with ADP Vantage.

ADP Vantage Connector Configuration & Setup

Click the following link to configure an ADP Vantage connector in ADP.

Click the following link to set up the ADP Vantage connector in OrgChart.

ADP Vantage Field Compatibility

OrgChart Now can pull the following fields from ADP Vantage accounts:

ADP Field

OCN Field

Pull

First Name, Middle Name, Last Name

Name

Standard

Assignment Job title (internal title)

Title

Standard

Assignment Job Title (internal title)

Business Title

Standard

Auto-generated by ADP

DID

Standard

Auto-generated by ADP

DID Code

Standard

Assigned Location Email Address

Email

Standard

Legal First Name

First Name

Standard

Legal Last Name

Last Name

Standard

Assignment Job Code

Job Code

Standard

Primary Location (Long Name)

Location

Standard

Associate OID

PersonID

Standard

Business Land Line Area Code Phone Number

Phone

Standard

Reports to Employee ID

Supervisor Worker ID

Standard

Reports to Associate OID

SupervisorID

Standard

Assigned Location

Work Location

Standard

Assigned Location - Location Code (non-primary)

Work Location ID

Standard

Employee ID

Worker ID

Standard

Assignment Term Code

Assignment Code

Additional

Assigned Location City Name

City Name

Additional

Assigned Location Country Code

Country Code

Additional

Country Subdivision Level 1 (State Code)

Country Subdivision Level 1

Additional

Country Subdivision Level 2 (County Code)

Country Subdivision Level 2

Additional

Currency

Currency

Additional

Payroll File Number

File #

Additional

FLSA

FLSA

Additional

Work Level Code (Labor Status)

FTE

Additional

Gender Code/ Gender Short Name/ Gender Long Name

Gender

Additional

"Primary" Cost Center Code

Home Cost Number

Additional

"Primary" Cost Center Short Name/ "Priority" Cost Center Long Name

Home Department Name

Additional

Assignment Job Code Short Name/ Assignment Job Code Long Name

Long Title

Additional

Management Position

Management Position

Additional

Personal Mobile

Mobile

Additional

Preferred First Name, Preferred Last Name

Nickname

Additional

Pay Group Code

Payroll Group Code

Additional

Assignment Position ID (Position Code)

Position ID

Additional

Legal Address Postal/ Zip Code (Physical Address)

Postal Code

Additional

Preferred First Name

Preferred First Name

Additional

Assignment Status Effective Date

Seniority Date

Additional

Status Code

Status

Additional

Assigned Location Country Code

Worker Country Code

Additional

Associate Worker Type Code

Worker Code

Additional

Associate Worker Type Long Name

Worker Type

Additional

Auto-generated by ADP

DEPTID

Additional Detailed

Auto-generated by ADP

DEPTID Code

Additional Detailed

Pay Grade

Pay Grade

Additional Detailed

Pay Grade Code

Pay Grade Code

Additional Detailed

Officer Type Code

Officer Type Code

Additional Detailed

Officer Type Description

Officer Type Name

Additional Detailed

Officer/Owner

Officer Type

Additional Detailed

Auto-generated by ADP

PAYDEPTID

Additional Detailed

Auto-generated by ADP

PAYDEPTID Code

Additional Detailed

Assignment Hire Date

Hire Date

Additional Detailed

Ethnicity Long Name

Ethnicity

Additional Detailed

Calculated based on Assignment Hire Date and Current Date

Years of Service

Additional Detailed

Note

Note: OrgChart Now does not pull salary data from ADP Vantage.

Important

Important: Fields that require an Additional Detailed pull can only be accessed through the ADP Detailed Merge Data Connector. For more information, reference the Setting Up an ADP Detailed Data Pull section of the ADP Connector Setup article

ADP Vantage Custom Fields

OrgChart Now can pull custom fields (assigned in workAssignment) from ADP Vantage accounts through the Detailed Data Pull feature. Contact OrgChart Support before enabling a Detailed Data Pull.

Follow these steps to enable a Detailed Data Pull:

  1. Log into OrgChart Viewer.

  2. Click More > Chart Settings.

  3. Check the Detailed Data Pull checkbox. The following Alert appears:

    Detailed_Data_Pull_Alert.png
  4. Click on Yes. A Custom Fields dropdown menu appears.

    Vantage_Detailed_Data_Pull.png
  5. Click on the Custom Fields dropdown menu, and then select the custom fields you'd like to pull into OCN.

  6. Click Save. The custom fields will be pulled into OCN after the next scheduled refresh.

    Note

    Note: When Detailed Data Pull is enabled, your automatic refresh will be set to weekly.

Specifying an ADP Vantage Query

OrgChart Now allows administrators to specify the records queried in ADP.

Administrators can choose between querying for Active employees, or Inactive (On Leave) employees (see queries below).

Active

Inactive

ADPVantage_Query_Active.png
ADPVantage_Query_Inactive.png

To change your ADP query, click on the sourcepickerchartsettings.png icon (to the right of the Query text box), and then select Status is Active or On Leave from the dropdown menu.

Querying for Active and OnLeave Employees

It is possible to query for both Active and OnLeave employees. Follow these steps to display both Active and OnLeave employees in your OrgChart:

  1. Log into OrgChart.

  2. Click on the sourcepickerchartsettings.png icon (to the right of the Query text box), and then select the Status is Active option.

  3. Click on the Plus_light.png icon (under the Append Data heading). The Append Data Source panel is displayed.

  4. Click on the ADP Enterprise icon, and then click Select.

  5. Enter the following query into the Append Data Query text box:

    workers/workerStatus/statusCode/codeValue eq 'L'

  6. Click on Save. and then Refresh.