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Cornerstone Core Data Connector for ADP Workforce Now® Setup Guide

Cornerstone Core Data Connector for ADP Workforce Now® … · 2019-04-19 · ADP WFN marketplace in Setup Instructions Added Required approval in User Mapping Added more FAQs 3.3

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Page 1: Cornerstone Core Data Connector for ADP Workforce Now® … · 2019-04-19 · ADP WFN marketplace in Setup Instructions Added Required approval in User Mapping Added more FAQs 3.3

Cornerstone Core Data

Connector for ADP

Workforce Now®

Setup Guide

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Contents Overview .................................................................................................................................................... 4

Prerequisites ............................................................................................................................................... 4

In Cornerstone ...................................................................................................................................... 4

Setup Instructions ..................................................................................................................................... 5

In ADP ...................................................................................................................................................... 5

In Cornerstone ...................................................................................................................................... 8

Process Flow ............................................................................................................................................ 12

Hire Employee ..................................................................................................................................... 12

Update Employee Information ...................................................................................................... 14

Create and update a Validation Table entry ........................................................................... 16

Appendix .................................................................................................................................................. 19

Organization Units Mapping ........................................................................................................... 19

Division .............................................................................................................................................. 19

Cost Center ..................................................................................................................................... 19

Location............................................................................................................................................ 20

Position .............................................................................................................................................. 20

Grade ................................................................................................................................................ 20

User Mapping ...................................................................................................................................... 21

FAQs....................................................................................................................................................... 23

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Version

Version Date Author Description

1.0 Jan 2018 Product Manager Document creation and updates

2.0 Aug 03, 2018 Product Manager Added document versions and updating Pre-

requisites with Soap API enablement information

3.0 Oct 09, 2018 Product Manager Removed Soap API pre-requisites since it is

automatically configured

Added the process needed to test the

integration on Cornerstone’s pilot environment

Added FAQs

3.1 Oct 22, 2018 Product Manager Added more FAQs

3.2 Jan 02, 2019 Product Manager Updated the details to access the Pilot App on

ADP WFN marketplace in Setup Instructions

Added Required approval in User Mapping

Added more FAQs

3.3 Jan 07, 2019 Product Manager Updated Location fields

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Overview

Cornerstone Core Data Connector for ADP Workforce Now® creates users and

organization units (OUs) records in Cornerstone. This is a one-way integration from ADP

Workforce Now (WFN) current version (version 2.0 is not supported by API integration) to

Cornerstone. This integration will allow user and OU management to be centralized in

ADP WFN and eliminates the need of duplicate data entry in multiple systems.

Enabling the integration for the first time will schedule a Full user and OU sync to be done

after work hours. This will synchronize all employee records and all records of the

Validation Tables part of this integration from ADP WFN to Cornerstone.

The integration is triggered nightly (PST). It updates Cornerstone with the employee record

changes and the Validation Tables records HR Admin had saved in ADP.

Notes:

1. This integration only does an inbound (one way) sync from ADP WFN to CSOD

2. Standard fields are only supported as part of the integration. User Record Custom

Fields are not supported

3. Having an employee in ADP WFN in multiple companies with different positions,

locations, etc… is NOT supported

4. ADP WFN implementations using multiple companies and having identical OU

codes in the same OU Type is NOT supported

Prerequisites

In Cornerstone Timezone must be configured as a system preference since it is not obtained as

part of the integration. This can be done by proceeding to:

Admin > Tools > Core Functions > Core Preferences > Timezone.

For more details, please refer to Cornerstone’s online help

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Setup Instructions

It is recommended to implement and test the integration on Cornerstone’s Pilot

environment prior to production environment. Implementing and Testing the integration

on Cornerstone’s pilot environment can be done using “Cornerstone Core Data

Connector (Pilot)” integration. It synchronizes OUs and users from ADP WFN production

environment to Cornerstone’s pilot environment. Follow the steps below to gain access

to on the ADP Marketplace.

Follow the link to open the pilot integration Cornerstone (Pilot) Core Data

Connector for ADP Workforce Now

Select “TRY THE FREE EDITION”

Follow the Setup Instructions below (start from step 4) using “Cornerstone Core

Data Connector (Pilot)” integration instead of “Cornerstone Core Data

Connector” integration.

Notes

Subscribing to “Cornerstone (Pilot) Core Data Connector for ADP Workforce Now”

is at no charge.

Once the integration is tested and verified, you can purchase the production

integration and follow the below setup instructions.

Do Not Forget To disable the integration on Cornerstone’s pilot environment before

going live on production. Otherwise, some changes could be missed in production

environment.

In ADP 1. Log in to ADP Marketplace at https://apps.adp.com/apps.

2. Search for “Cornerstone Core Data Connector” integration.

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3. Select the integration and purchase it by selecting BUY NOW

4. Upon purchasing the integration from the ADP Marketplace, the following will occur:

a) The App will be added under the menu “MY APPS” in the Marketplace

b) You will receive an email with the subscription token. Please retain this

email, as that value will be required to set up the integration in Cornerstone

Note: If the subscription email is not received,

a) kindly verify your email address used for notification in ADP WFN under the

communication preference, then

b) Check your spam/junk

c) Cancel the subscription and re-subscribe again in the ADP marketplace

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5. Navigate to the “MY APPS” section and select “Cornerstone Core Data Connector”

App Tile

6. You will be asked to provide the consent to ADP to share the data with Cornerstone

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7. Upon providing the consent, a confirmation notification will be displayed

8. Press “Continue” and you will be brought back to the “MY APPS” section. This

completes the subscription, and consent in the ADP Marketplace. Please note that

only after the consent is provided, integration between ADP WFN and Cornerstone

will be enabled

In Cornerstone

9. Open Cornerstone’s Edge Marketplace at Admin > Tools > Edge > Marketplace

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10. Purchase “ADP Workforce Now Core Data Sync” integration by clicking “Try It Free”

when viewing the integration page

11. Review and accept the Terms and Conditions, then click again “Try It Free”

12. You may configure the integration now by clicking “Configure Now”. This will take

you to the Edge Integrate screen of this integration

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13. Populate the Subscription Token and the Notification Email. Configure the Division,

Cost Center and User Identifier, and then press the "Save Settings" button

Where

Subscription Token is the token received by email after purchasing the

integration from ADP’s Marketplace

Notification Email is the email address where notifications and errors should be

sent (Multiple emails should be comma separated)

Division and Cost Center OUs are mapped to either Business Unit or

Department. By default, Division is mapped to Business Unit and Cost Center

is mapped to Department

User Identifier could be mapped to Associate Id or Email (user’s email

address). The default mapping is Associate Id

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14. Verify that the Client Id and Client secret are populated by viewing the Settings

screen again, then enable the integration

Do Not Forget To

Disable Cornerstone’s Pilot environment before enabling the production

environment. Otherwise, some changes could be missed in production

Erasing the Client ID and Client Secret when configuring production

environment with the production Subscription token. Once settings are

saved the integration will populate the Client ID and Client Secret using the

new token

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Process Flow

Once the integration is enabled in Cornerstone, a Full User and OU sync will be done

once. Afterwards, only changes are synced from ADP WFN to Cornerstone.

Hire Employee 1. In ADP WFN, proceed to PROCESS > HR > Hire/Rehire

2. Select a hiring template

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3. Populate the new hire information

4. complete the hiring process

5. Once the Synchronization process is complete

a) A status notification email is sent. In case of is a failure, an excel sheet is

attached to the email with details of the failed records and reason

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b) The employee is created in Cornerstone as a user

Update Employee Information 1. In ADP WFN, proceed to PEOPLE > Personal Information > Personal Profile

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2. Search for the employee to update his/her information

3. Update the user information and press DONE to save

4. Once the Synchronization process is complete

a) A status notification email is sent. In case of is a failure, an excel sheet is

attached to the email with details of the failed records and reason

b) The user record for the employee is updated in Cornerstone

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Create and update a Validation Table entry 1. In ADP WFN, proceed to SETUP > Tools > Validation Tables

2. Select one of the following Validation Tables supported by the integration: Business

Unit, Department, Locations, Pay Grade, Job Title. For clarification, the Job Title will

be used

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3. Add or update an existing entry

4. Once the Synchronization process is complete

a) A status notification email is sent. In case of is a failure, an excel sheet is

attached to the email with details of the failed records and reason

b) The mapped OU to the Validation Table will have the entry created or

updated in Cornerstone

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NOTES:

The Process Flow steps could be followed for testing the integration in

Cornerstone’s Pilot environment.

If testing is being done in Cornerstone’s Pilot environment, the created users and

OUs will be obtained from ADP WFN’s production environment.

Once testing is complete, delete/inactivate the test records in ADP WFN’s

environment.

Do Not Forget To disable Cornerstone’s Pilot environment before enabling the

production environment. Otherwise, some changes could be missed in production

environment

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Appendix

Organization Units Mapping

Cornerstone

Organization Unit

ADP WFN

Validation Table

Comment

1 Division Configurable:

Business Unit

Department

Defaults to Business Unit

2 Cost Center Defaults to Department

3 Location Location

4 Position Job Title

5 Grade Pay Grade

Division The mapping below is based on the default mapping

Cornerstone

Organization Unit

ADP WFN

Validation Table

1 Division ID Business Unit Code

2 Division Name Business Unit Description

3 Active Defaults to True

Cost Center The mapping below is based on the default mapping

Cornerstone

Organization Unit

ADP WFN

Validation Table

1 Cost Center ID Department Code

2 Cost Center Name Department Description

3 Active Defaults to True

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Location

Cornerstone

Organization Unit

ADP WFN

Validation Table

1 Location ID Location Code

2 Location Name Location Description

3 Active Defaults to True

Position

Cornerstone

Field

ADP WFN

Field

1 Position ID Job Code

2 Position Name Job Title

3 Active Details to True

Grade

Cornerstone

Organization Unit

ADP WFN

Validation Table

1 Grade ID Pay Grade ID

2 Grade Name Pay Grade Description

3 Active Defaults to True

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User Mapping Current user record field mapping between CSOD and ADP WFN

CSOD Standard Field ADP WFN Field Comments

1 # User Id

Configurable:

Associate ID

Email Address

2 Username Associate Internal ID (AOID) ADP’s user unique identifier also

known as AOID. It is required for

single sign on integration

3 Active Displays “True” if Active or On Leave,

Terminations are dropped at effective date

4 Absent Displays “False” if On Leave= True

5 First Name First Name

6 Middle Name Middle Name

7 Last Name Last Name

8 Email Work Email Address

9 Phone Work Phone Number

10 Fax Work Fax Number

11 Country Code Personal Address 1 → Country

12 Address Line 1 Personal Address 1 → Address 1

13 Address Line 2 Personal Address 1 → Address 2

14 City Personal Address 1 → City

15 State/Province Personal Address 1

→ State/Province/ Territory

16 Postal Code Personal Address 1 → Zip Code

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CSOD Standard Field ADP WFN Field Comments

17 Last Hire Date If Last Hire Date populated sends Last Hire

Date, if blank will send Original Hire Date

18 Original Hire Date Original Hire Date

19 Manager ID Associate ID of the employee’s Manager

20 Division ID

Configurable:

Business Unit Code

Department Code

Defaults to Business Unit

Must match referential OU ID value

in ADP, otherwise user will not load

21 Location ID Location code Must match referential OU ID value

in ADP, otherwise user will not load

22 Position ID Job Code Must match referential OU ID value

in ADP, otherwise user will not load

23 Cost Center ID

Configurable:

Business Unit Code

Department Code

Defaults to Department

Must match referential OU ID value

in ADP, otherwise user will not load

24 Grade ID Pay Grade Code Must match referential OU ID value

in ADP, otherwise user will not load

25 Required Approval Defaults to 1

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FAQs

Q: Can the scheduled run time be modified?

A: No. The integration run time is currently not configurable.

Q: Does the integration support User Record Custom Fields and Custom OUs?

A: No. Only standard fields and standard OUs are supported.

Q: I’ve copied the configurations from Pilot environment. Why does the Integration fail

on production although it worked on Pilot environment?

A: Each environment has a different ADP Token. Please follow the following steps:

1. Erase the Subscription Token, Client ID, and Client Secret,

2. Populate the Subscription Token with the production App subscription token

3. Save the setting to allow the integration to populate the Client ID and secret,

4. Enable and test the integration again

Q: I currently have users in Cornerstone, how can I enable the integration and prevent

having duplicate users

A: The integration compares the User ID for existing CSOD users with what is being

synched from ADP WFN. To prevent duplicates, the existing User ID values should either

be ADP’s Associate ID or Email Address, and the integration should be configured

accordingly.

Q: Does the integration pull archived users from ADP WFN?

A: No. The does not synchronize archived users.

Q: How can I test the “Cornerstone Core Data Connector” integration on Cornerstone’s

pilot environment?

A: Follow the link to open Cornerstone (Pilot) Core Data Connector for ADP Workforce

Now. Select “TRY THE FREE EDITION”. Follow the Setup instructions to configure and enable

the integration on ADP WFN and Cornerstone Pilot environment.

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Q: I am receiving the User Sync Summary email and its attachments shows an error code:

403 and Message: Forbidden. What is the issue?

A: An employee was updated (ex: Terminated) then archived in ADP WFN before the

updates where processed in Cornerstone. To resolve this issue:

a) Un-archive the employee in ADP WFN,

b) Trigger an on-demand Delta sync in Cornerstone,

c) Verify the updates, then;

d) Archive the employee again in ADP WFN.

Q: Does the integration transfer employees hired with a future date?

A: Yes. The integration transfers employees with a future hire date ADP WFN as part of the

delta sync only (i.e. Full Sync does not). This is only done once on creation date of that

employee in ADP WFN. Any updates done to these employee records in ADP WFN

between creation date and the hire date will not be transferred. On the hire date, the

delta sync transfers all the updates from ADP WFN to CSOD.

Q: I am receiving the User Sync Summary email and its attachments shows an Error code:

404 and Message: Not Found. What is the issue?

A: These are logged messages showing there were updates that were not transferred

from ADP WFN to CSOD during the sync. These updates were done on employees with a

future hire dated. Thus all updates will be updated on their hire date.

Q: I am facing issues with the integration, what should I do?

A: Create a case with GPS team and start its title by “ADP WFN Core”. Share the issue

details and the Sync Summary email to help investigate it.

Error Code: 403

Error Message: Forbidden

API Name: https://api.adp.com/hr/v2/workers/G3ZEXXXXXXXX06TR

Adp-CorrelationId:9e85bbdc-XXXX-XXXX-XXXX-XXXXXX449464

Synchronization id - d791e49e--XXXX-XXXX-XXXX-XXXXXXf286bd

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Q: Does the integration support employees in multiple company codes with different

Validation Table values (ex: positions, locations, etc…)?

A: No. Since Cornerstone OUs are mapped to ADP WFN Validation tables and users in

Cornerstone can have one OU value, the integration only supports employees with single

unique Validation table values