The ADP WOTC & Business Incentive Exports

Avionté makes four exports available: ADP New Hire ExportADP WOTC Location Export, ADP WOTC Tax Credit File, and ADP Worksite File. These exports should be run once per week per each supplier.

The exports support the following ADP tax credit programs:

  • Work Opportunity Tax Credit (WOTC)

  • Empowerment Zones

  • New York Tax Credit

  • CaresACT

  • Disaster Recovery

Note: The names of the exports should never be changed as they may become unrecognizable to ADP. 

 

 

ADP New Hire Export (referred to as "Employee file" by ADP)

Date parameters

This export should be run for a 30-day period. It is best practice to set the end date to the current weeks check date and go back 30 days to get the start date. 

 In the screen shot below, the End Date is the current week’s check date, 4/7/2017 so the Start Date is 3/7/2017.  Based on the date range selected, the export will pull all employees and their associated new hire information if the employee was paid for the first time during that period. 

ADP_New_Hire_Export.png

The Hire Date is the employee’s first assignment start date.

Supplier selection

When setting up the feed, a supplier must be selected.

File location

When setting up the feed, a file location must be specified to receive the exported file. 

 

 

ADP WOTC Location Export (referred to as "Unit List" by ADP)

Date parameters

Data is pulled based on Accounting Period date, which is always a Sunday. Because this export is to be run weekly, the export should be run for the current Accounting Period. 

 

NOTE: Each branch will need an address and phone number.

 

In the screen shot below, entering 4/2/2017 will pull branch information for branches that had payroll data processed in the 4/2/2017 accounting period. The start date can also be set to 3/27/2017 and end date to 4/2/2017 to generate the same results.

ADP_WOTC_Location_Export.png

Supplier selection

When setting up the feed, a supplier must be selected.

File location

When setting up the feed, a file location must be specified to receive the exported file. 

 

 

ADP WOTC Tax Credit File (referred to as "Payroll" by ADP)

Date parameters

Data is pulled based on Accounting Period date, which is always a Sunday. Because this export is to be run weekly, the export should be run for the current Accounting Period.

In the screen shot below, entering 4/2/2017 will pull data processed in the 4/2/2017 accounting period, for work completed from 3/27/2017 through 4/2/2017. The start date can also be set to 3/27/2017 and end date to 4/2/2017 to generate the same results.

ADP_WOTC_Tax_Credit_File.png

Supplier selection

When setting up the feed, a supplier must be selected.

File location

When setting up the feed, a file location must be specified to receive the exported file. 

 

 

ADP WOTC Worksite File (referred to as "Worksite" by ADP)

Date parameters

Data is pulled based on Accounting Period date, which is always a Sunday. Because this export is to be run weekly, the export should be run for the current Accounting Period.

In the screen shot below, entering 4/2/2017 will pull data processed in the 4/2/2017 accounting period, for work completed from 3/27/2017 through 4/2/2017. The start date can also be set to 3/27/2017 and end date to 4/2/2017 to generate the same results.

ADP_WOTC_Tax_Credit_File.png

Supplier selection

When setting up the feed, a supplier must be selected.

File location

When setting up the feed, a file location must be specified to receive the exported file. 

 

 

Granting Access to Users

Users will need to be granted access to run the export.

  1. From the Start Page, click the Actions menu > Admin Tools

  2. In the Admin Tools window, under Category, select "System." Under Select, choose "Report." The "Admin System Server Report" window will display.

    Admin_Tool_Main.png

  3. Select the Advance Query tab.

    Admin_System_Server_Report_-_Advance_Query.png

  4. Type "ADP" in the blank field under QueryName. The ADP exports will appear in the space underneath.

    ASSR_-_AQ_-_QueryName_adp.png

  5. Click on an export so that it is highlighted in the grid.

  6. Under Advance Query Users, place a checkmark in the box next to the user or group that should have access to these specific AQs. 

    ASSR_-_AQ_-_Advance_Query_Users.png

  7. Click Save

    Click_Save.png

  8. The Save Confirmation window will display. Click OK

    Save_Complete.png

  9. Repeat Steps 6 through 8 for each remaining ADP export. 

 

 

Manually Generating the Feeds

  1. From the Main Menu, navigate to Back Office > Weekly Process

  2. Click the Export/Import tab on the far right side of the panel.

    Weekly_Process_-_Export-Import_tab.png

  3. From the Select Feed drop-down menu, select an ADP export (ADP New Hire Export, ADP WOTC Location Export, or ADP WOTC Tax Credit File).

    Weekly_Process_-_Select_Feed.png

  4. Choose a location to store the file by clicking Browse under the Choose Location section.

    Weekly_Process_-_Browse.png

  5. Select a location from the tree and click OK. The file will be saved to the selected location (e.g., desktop).

    Browse_For_Folder.png

  6. Select Process File to run the export. 

    Weekly_Process_-_Process_File.png
  7. Repeat Steps 3 through 6 until each report has been run.

  8. Access the ADP FTP site that has been provided by ADP. 

  9. Upload the file to the ADP FTP site. 

 

 

Automatic Feed Generation

Avionte has enhanced the existing ADP WOTC integration by providing an option for automatic feed generation and transmission.

Pre-requisites

  • Must be hosted
  • A Data Transfer Authorization form must be signed. This form gives Avionte authorization to transfer certain client data to a Third-Party provider, in this case ADP, to enable them to perform services on behalf of the client.

Details

  • Files included:
    • ADP New Hire Export
    • ADP WOTC Location Export
    • ADP WOTC Tax Credit File
    • ADP WOTC Worksite File
  • Frequency: Weekly – every Monday evening
  • Parameters: Files generated on Monday will be for the previous week’s accounting period and each supplier will have its own set of files.

Note: Should the customer upload manually generated WOTC files to ADP, ADP has a process to check for duplicate files and they won't be processed.

 

 

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