ADP Lyric Bi-Directional Overview

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ADP Lyric is a cloud-based platform for managing payroll, scheduling, and time tracking. With its intuitive interface and robust features, ADP Lyric streamlines workforce operations and reduces errors. ClearCompany provides a bi-directional integration with ADP Lyric, enabling seamless data exchange between the two systems and enhancing overall workforce management capabilities. Continue reading to understand what we offer, and how to integrate your ADP Lyric and ClearCompany accounts from start to finish.

In this article:
ADP Lyric Overview
Getting Started
Enabling the New Hire Transfer Integration
How to Send Your New Hire from ClearCompany to ADP
Additional Resources

ADP Lyric Overview

Our Bi-Directional Connector allows ClearCompany clients to maintain ADP as the system of record for foundational data points in ClearCompany. Once the integration has been fully established, the following data will be managed and maintained within ADP, meaning that any update you make within ADP will remain in sync within ClearCompany.

ADP Value   ClearCompany Value
Employees   Users
Job Titles   Roles
Departments   Departments
Locations   Offices
Standard Fields*   Custom Fields

Note:

For more information about the data fields available, refer to: ADP Lyric New Hire Standard Data Fields. In addition to sending new hire data to ADP, we also support rehiring terminated ADP employees. For more information on ADP Rehire please see here.


Getting Started

To begin establishing the connection between your ClearCompany and ADP Lyric accounts:

A new or existing ClearCompany client purchases the "ClearCompany - ADP Lyric Bi-Directional Connector" from the US ADP Marketplace. For more information, refer to Purchasing Your ADP Bi-Directional Connector.

Enabling the New Hire Transfer Integration

Once you have completed the System of Record Wizard, we can begin enabling the new hire data transfer. Your point of contact will reach out to ClearCompany support to begin that setup, and they will take some initial setup steps and reach out with further questions should they come up.

In the meantime, a few more setup steps are needed from you

ADP Configuration
  • Required: Configure your new hire template(s) to be used for the integration. Guide here
  • Optional: Configure your ADP account for default State Worked in and SUI/SDI State (optional - highly recommended if you only hire candidates in one state or do the bulk of your hiring in one state). Guide here
ClearCompany Configuration

Integration Trigger Event

There are two options for triggering the new hire data transfer to ADP. Please let the representative working with you know which trigger you'd like to use.

Workflow Change - Default

  • This is the recommended setup to allow for more manual control over when the data sends. When the new hire is placed into a certain workflow stage, they will then automatically send to ADP Workforce Now.

Onboarding Packet Completion

  • The other option for sending data will be when the new hire's assigned onboarding packet reaches 100% completion in ClearCompany. At that point, the transfer to ADP Lyric will immediately send.
  • *Note: Cannot be used by Recruiting Only clients

Testing

After the above steps are done, please let the support representative working with you know that they can proceed with testing. At that point, they will use the following testing process:

  1. Create a testing onboarding packet (skipped for recruiting only clients) and a testing candidate record.
  2. Ensure that all information for the test is filled out, and then transfer to ADP.
  3. Action Needed: At this stage, the test new hire can be found in ADP by navigating to Hiring Process to view Draft Hires. Open the hire, proceed with completing the hiring template, and click Process New Hire to fully hire that individual into your ADP account (you can remove this record once testing is complete).
  4. Last, let the support representative you are working with know that you have hired the test employee, and they will trigger the additional data transfers, which will be for Emergency Contact Data and Direct Deposit
  5. Once this test is complete, your integration is live!

How to Send a New Hire from ClearCompany to ADP

Expand the dropdowns below to learn how to transfer your new hire to ADP, and how to find them once they have transferred.

Onboarding Clients

Here is the standard workflow that will occur for your new hire information to send to ADP.

  1. New Hire fills out their onboarding packet
  2. All onboarding tasks are completed and approved
  3. An internal team member completes the second part of the ADP Stock Onboarding Personal Data and Direct Deposit forms to indicate specific information about your ADP account for the new hire.
    • For example: Pay frequency, ADP company code, direct deposit deduction codes, etc
  4. Based on the integration trigger event, the data will transfer to ADP either once the packet reaches 100% completion or when you place the candidate into a specific workflow stage
  5. New Hire appears on the Hiring Dashboard tab.
  6. All relevant data pulled from ClearCompany is auto-populated in the designated Hiring Template
  7. You or someone on your team completes the Hiring Template in ADP and Processes the New Hire.
  8. Employee is created in ADP.
Recruiting Only Clients
  1. Offer Letter is signed by New Hire
  2. You or someone on your team reviews that all fields are properly filled out on the candidate's offer letter/ profile (for example, that pay rates set up for the integration were properly input on the offer letter, etc.)
  3. The new hire is placed into the workflow stage that triggers the transfer to ADP
  4. New Hire appears on the Hiring Dashboard tab.
  5. All relevant data pulled from CC is auto-populated in the designated Hiring Template
  6. You or someone on your team completes the Hiring Template in ADP and Processes the New Hire.
  7. Employee is created in ADP.
Where to find your New Hire in ADP

To expand videos to full-screen, click the button in the lower right-hand corner of the video.

Step-by-step instructions to find the new hire in ADP:

1. Log into ADP.

2. Navigate to Hiring Dashboard.

3. Click on your new hire's name in the list of Draft Hires.

4. Go through the hiring template, add in any additional information needed, and click Process New Hire to create them as an employee. They will now appear in the Hire History tab.

Not able to find your new hire?

If you're unable to find your new hire in the In-Progress Hires area, navigate in ADP to Setup -> Access Permissions -> Menu Access -> Standard Practitioner -> Process, and then be sure that under HR -> Hire/Rehire that the Admin Functions permission is enabled there as shown below.

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Additional Resources

ADP Bi-Directional: Troubleshooting if your New Hire did not send to ADP

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