Integration Details
Guideline and ADP use API integration to securely transfer data back and forth daily—often in real time. So when an employee changes their 401(k) contribution, ADP will know. And when a business owner adds a new employee, Guideline will know, too. With our integration, 401(k) contributions are automatically deducted each pay run, giving business owners the freedom to focus on their business. To complete the integration:
1) Sign up for a new account at guideline.com
2) Complete the respective ADP Payroll Product step-by-step guide:
- Guide to setup Guideline 401(k) for RUN Powered by ADP or
- Guide to setup Guideline 401(k) for ADP Workforce Now.
Applications Integrated
- 1. ADP Workforce Now
2. RUN Powered by ADP
3. ADP TotalSource®
Integration Type
- 1. Buy Now
2. Single Sign On
3. Read data from ADP
4. Write data to ADP
Data Sync Frequency
- 1. Real-time deductions into ADP
2. Scheduled employee sync to Guideline
Data Fields
- The following fields will be read by Guideline:
1. First name
2. Last name
3. Hire date
4. SSN
5. DOB
6. Address
7. Phone
8. Email
9. Income - The following fields will be sent by Guideline to ADP:
1. Deduction amounts/percentages
2. Deduction code
Access
Directions to Set up ADP -- Guideline Integration
1. Create a Guideline account.
2. Follow the step-by-step ADP Payroll Product step-by-step guide:- Guide to setup Guideline 401(k) for RUN Powered by ADP or
- Guide to setup Guideline 401(k) for ADP Workforce Now.
3. If you need help with this process please email onboarding@guideline.com.
Note: The two milestones of the process are:
1. Add the Guideline Token to your ADP Payroll Product (see image below).
2. Open the Guideline App on your ADP Account to approve the 2 Consent Forms.
Application Type
- 1. End User (SSO)
2. Data Connector