ADP for payroll

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SUMMARY

Many of our clients use Automatic Data Processing (ADP), a third-party company that provides payroll services. With our ADP Feature your MINDBODY system can generate a special spreadsheet (Microsoft Excel file) that can be emailed or printed for ADP. This will save you time and reduce the chances of making a mistake when you process payroll.


CONTENT

Set up ADP for payroll

Step 1. For Internet Explorer users, add MINDBODY as a trusted site

  1. If you use Internet Explorer, add MINDBODY to your trusted sites list by following this menu path at the top of Internet Explorer: Tools > Internet Options > Security > Trusted Sites > Sites.
  2. Enter this site next to the Add button: "https://clients.mindbodyonline.com."
  3. Click Add.
  4. Click the Close button, then the OK button.

Step 2. Enable ADP in General Setup & Options

  1. Log in to your site as the owner (or as someone with General Setup & Options permissions)
  2. Go to the Home tab, and select Manager Tools from the submenu. Choose Settings, and click on General Setup & Options, under General Settings.Home_MT_Settings_GS_O.png
  3. Expand the System Settings section.
  4. Beside Payroll Integration, choose ADP from the dropdown menu.
  5. Click Update.
  6. Log out of your MINDBODY site.
  7. Click on the refresh button in your internet browser.
  8. Log back into your MINDBODY site.

Step 3. Set up the Payroll Export Report for ADP

  1. Go to the Reports tab and choose Staff from the tabs on the left.
  2. To narrow the list, select Payroll from the filters, and then click Payroll Export Setup to open the report. If it's a report you use often, then consider making it one of your favorites. Staff_Payroll.png
  3. Click the "Setup" link in the top right corner.
  4. Tick the Location Setup radio button.
  5. Enter the company code provided to you by ADP into the Company Code field. Your site may have several locations. Make sure to enter the company code for each separate location.
  6. Click Update.

Step 4. Set Up Service Categories for ADP

  1. Go to the Home tab and select Manager Tools from the submenu.
  2. Choose Settings at the top right and click on Service Categories, under Classic Setup Screens.Service_Categories.png
  3. In the center of the screen, enter the Teacher and Assistant paycodes provided to you by ADP next to each appropriate service category.
  4. Click Update.

Step 5. Generate the report that will be sent to ADP

  1. Go to the Reports tab and choose Staff from the tabs on the left.
  2. To narrow the list, select Payroll from the filters, and then click Payroll Export Setup to open the report. If it's a report you use often, then consider making it one of your favorites. Staff_Payroll.png
  3. In the Start date and End date fields, set the payroll date range that you want to send to ADP.
  4. Click Generate to preview the report.
  5. If the data looks correct, then click on the Export to Excel icon. 
  6. A window that asks for your ADP Batch ID will pop up. Please enter it. If you don't see this popup window, repeat Step 1, above.
  7. Click OK after entering the Batch ID.
  8. Save the Excel file on your computer. You will email this file to ADP, or print and fax it in.

Note: To view and run the Payroll report, the following permission must be enabled for you or your staff's login group: "Payroll Report/Payroll Export/Tips/Assistant/Commission Reports (All Staff)".


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