ADP: Automated Vs. Manual Sync

Once you have finalized your System of Record setup, your account is now actively synced to ADP!  You can view your System of Record status and manage some limited settings moving forward from Tools -> Setup -> ADP Integration Management. This article covers the differences between an Automated and Manual Sync.

In this article:
Automated vs. Manual Sync
Connector Configuration
Notes
Additional Resources

Automated vs. Manual Sync

The Sync Status tab on the ADP Integration Management menu provides information on when the last data sync was run between ADP and ClearCompany.

Automated Sync

An automated sync will run every hour between the two systems, which will pull over any new updates to your aligned ADP offices, departments, roles, or employees, as well as create any new entities in ClearCompany which were created in ADP.

Manual Sync

If you made a change in ADP that you would like to see reflected right away, you can click the "Pull Updates Now" button to run a manual sync. This can be done at any time.

Here's what you can expect from this hourly synchronization process:

Types of Updates

The synchronization allows for updates such as name or data changes, populating fields that were previously blank, and reassignments of supervisors and entities.

Offices, Departments, and Role Data

Additionally, on an hourly basis, we review ADP for any modifications to Offices, Departments, and Role data. This includes changes to entity names and the addition of new entities.

Employee-Related Fields

Every hour, we check ADP for updates to employee details such as name, email, phone number, supervisor, and more.

Important Note: If an employee has a name change in ADP, that information will flow over in this hourly sync; however, the preferred name field in ClearCompany will need to be updated manually.

Data Retention

We prioritize data integrity. Fields that were previously populated but have been deleted in ADP will not be removed in ClearCompany. If a field was once populated and is now blank, we retain the most recent value in ClearCompany.

• Example: If you have archived a Department in ADP the hourly and/or manual sync will not remove the Department from ClearCompany. In addition, any employee assigned to that department will still be populated with the archived department.
• In this scenario, we recommend:
  1. First exclude the department from the ADP Include/Exclude Settings in ClearCompany.
  2. Reassign all employees attached to that department ADP.
  3. Then archive the department in ADP.

This will ensure the department is removed from the department list in ClearCompany, all employees have a correctly listed department, and the department is removed from your ADP account.

Connector Configuration

This screen gives you a snapshot of how your System of Record was configured. If you chose to fully exclude any entity type, the arrows in the screenshot below would instead be colored red. 

Using the ADP Include/Exclude features, you can select to Change/Update any of the Data Points available.

Notes:

1. If you have deleted or archived an ADP department - syncing will not update the ClearCompany field.
2. If you have a name change on the ADP side you still may need to update "Preferred Name" in ClearCompany.
3. If you do not see the data that you expect, try pulling a manual sync of the data.
4. Archived employees also will not update via the sync.
5. ADP has the option for a "primary" and "secondary" position. We read both if you see a discrepancy in ClearCompany for employee positions make sure the ADP primary and secondary are correct.

Additional Resources

ADP Bi-Directional: Setting up ADP as Your System of Record