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Documentation Index

Fetch the complete documentation index at: https://help.doozy.live/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

This guide will walk you through connecting your ADP Workforce Now account to Doozy to sync employee data using a practitioner role.

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Prerequisites

Before you begin, ensure you have:
  • Administrator access to your company’s ADP instance
  • ADP Workforce Now (not ADP Workforce Now Canada)

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Steps

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Step 1: Create a Profile with Access to Reports

  1. In ADP Workforce Now, go to Setup and find Access Permissions
  2. Click Manage Profiles → Create Profile
  3. Enter any value for Name, but set the Role to Practitioner

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Step 2: Configure Report Permissions

In Menus & Features, go to Reports & Analytics and enable the following: Required:
  • My Reports: All Reports, My Standard Reports
  • View: Reports Output, Reports Scheduled
  • Reports Dashboard: Reports Dashboard
  • Standard Reports: All Reports, Personal & Employment
Optional (based on your needs):
  • Benefits (for Benefits data)
  • Pay Statement History (for Pay data)
  • Time Off (for Time Off data)

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Step 3: Configure People Permissions

In People, enable the following: Required:
  • Employee Profile Report
  • Employment Profile
  • Personal Profile
  • Pay (if you need Payroll data)
For Time Off, Time and Attendance, Payroll, or Benefits data, click SELECT ALL in the top left.

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Step 4: Configure Sensitive Information (Optional)

In Sensitive Personal Information:
  1. Go to On Screen & Reports and On Reports
  2. Select No Masking, Partial Masking, or Masking based on your preferences
Rates masking must be set to No Masking for employment effective dates to sync.

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Step 5: Activate the Profile

On the Status & Save screen, activate the profile and save it.

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Step 6: Create a Service Account User

  1. From Setup, select Security Management
  2. Click People → Manage Users → + to add a user
  3. Fill in the required fields using the values from the linking flow
  4. Set User Type to “user is an independent contractor…”
  5. Set User Role to “Product User”

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Step 7: Assign the Service Profile

  1. In Step 2 “Services”, select WFNPractitioner from Available Service Profiles
  2. Move it to Selected Service Profiles
  3. Proceed through Step 3 and confirm the new user

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Step 8: Connect User to Profile

  1. Go back to Access Permissions → Manage People
  2. Search for the service account user
  3. Click the user and select Manage Profile Memberships
  4. Add the Service Account Profile you created
  5. In People Access, enable View Only Access to all People

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Enter Credentials into Doozy

You must be a workspace admin to connect an HRIS integration.
  1. Navigate to Workspace Settings
  2. Click Integrations in the sidebar
  3. Select HRIS
  4. Choose ADP Workforce Now from the list of providers
  5. Follow the prompts to authenticate with your service account
  6. Click Connect to complete the integration

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Troubleshooting

If you encounter issues authenticating, delete the created user and restart the process from Step 6. ADP often has issues when updating prior service user information.