After downloading the ADP Payroll Data report, users may need to re-format the export to arrange the columns in their account-specific required order before importing to ADP.

To download the ADP Payroll Data report:

1. Navigate to the Insights module and select Staff Management
2. Click the ADP Payroll Data Report
3. Click the ellipsis on the right-hand side of the report
4. Select Download and CSV file

To format the ADP Payroll Data report after exporting:

1. Shift any columns that are out of order to their required placement on the template. This ensures the import is not rejected by ADP.
2. Add in additional data, such as bonus pay, PTO, and time owed.
3. Insert any needed empty columns where needed (i.e. Earnings 3 Code and Amount).

Please note:

• ABI data is updated once nightly. Please ensure all necessary audits, adjustments, and/or updates are completed prior to the nightly update for accurate reporting when running the export.

To filter the data in the ADP Payroll Data report:

1. Navigate to the Insights module and select Staff Management
2. Click the ADP Payroll Data Report
3. Filter on the Payroll Run Date
4. Select a single “Payroll Run Date,” which is the Creation Date of that payroll run. Use the additional filters “Day the Payroll Run Started” and/or the “Payroll ID” to confirm the report is filtering for the needed data. The Payroll ID is an auto-generated number for each payroll run.

The ADP Payroll Data report uses the parent-child schema in the service code label relationship. This requires an organization’s adherence to the following data protocols for the export to run properly. 

To set up the ADP Payroll Data report:

1. Navigate to the Insights module and select Staff Management
2. Click the ADP Payroll Data Report
3. Users need to designate parent service codes with the exact parent label name (quotations should be removed from names).
   • “ADP Hours 3 Codes” as the first parent label name.
   • “ADP Mileage Code” as the second parent label name. 
   • Only appropriate types of labels should be in the organization’s parent label parent-child relationship. The report will collect data for any labels under these parent labels.
4. Organizations must avoid using multiple labels from the same designated parent-label type on the same payroll item. If multiple “ADP Hour 3 Codes” labels are applied to the same payroll item, the item will not aggregate multiple times and the user cannot choose which Hour 3 Codes label is used.

• • Please note, users should utilize the exact text of the above parent labels (e.g., no added spaces).

3. Once setup is complete, run payroll for the applicable period.

4.  In order for drive time to reflect properly for the current day, organizations need to use a separate drive time service code with the appropriate “ADP Hours 3 Codes” label.

5. If the “Drive Info” (Hours and Mins) section of the timesheet for drive time is being utilized, those drive time hours will not reflect on the report, but will count as part of the overtime calculation.

• • Please note:
    • All drive time needs to be captured one time using a drive time service code.
    • Mileage pulls from the “Drive Info” (Miles) section of the timesheet. To reflect mileage on the report, add the appropriate “ADP Mileage Code” service code child label. The service code can have one child label from both the “ADP Hours 3 Codes” and “ADP Mileage Code” groups.

To view the ADP Payroll Data report:

1. Navigate to the Insights module and select Staff Management
2. Click the ADP Payroll Data Report