Step #1 - Login to your ADP account and navigate to Setup > Custom Reports > Set Up New

Step #2 - Create a Custom

Create a custom report with the specific fields/data that you'd like to have in Sapling.

The fields we typically suggest for existing employees are:

  1. First Name
  2. Last Name
  3. Title
  4. Start Date
  5. Employment Status (FT, PT, etc)
  6. Company Email
  7. Department (or Business_unit)
  8. Location
  9. Manager (or Reports_to)

We can import additional fields into Sapling (mobile numbers etc.) if beneficial, however the above is what we would suggest for existing employees.

Step #3 - Select Export and send the file (which should look like this) to your Sapling Customer Success Manager.

Did this answer your question?