How to use ADP Document Cloud (upload and reports) - Practitioners Only

Note: Currently, ADP's Document Cloud does not allow documents to be uploaded for signature for staff who are on leave. Read Only is the only option that can be used.

Also, please be advised that due to technical difficulties with ADP's Drag and drop function, it is recommended that you save the document to your computer and manually upload instead.

Uploading documents requiring signature

1. Locate the employee’s profile by going to People > Employment > Employee Documents.
2. Click the Upload button.
3. Select the "Electronic Signature or Fillable Form" radio button.
4. Click Browse to search and select a file.
5. Click Next. 
6. On the document upload screen, the Display Name will auto populate with the name of the uploaded document. Select the following:
   • Category/Subcategory.
   • Do not fill in Expiration Date.
   • Do not fill in Tags.
7. Click Next.

The Set Up Fields page will display next. Scroll to the bottom of your document (or to the section of the document where you will need the employee to sign).

1. On the right of the page, expand the Signature Fields section > click on "Signature". 
2. Using the arrow, drag the signature box and place it on the form.
3. Click Save.
4. The Assign Participants screen will display next. Under Participant 1, you will see the name of the employee.
5. Click Save again. If the file does not require an approval before going to the employee, back on the Employee Documents page, you will see a red form icon next to the file you uploaded. This indicates the form is now pending signature from the employee. 

The employee will receive an email and notification in their ADP Message Center when the form is ready for review. 

Uploading Read-Only documents

1. Locate the employee’s profile by going to People > Employment > Employee Documents.
2. Click the Upload button.
3. Select the "Read Only" radio button.
4. Click Browse to search and select a file.
5. Click Next.
6. On the document upload screen, the Display Name will auto populate with the name of the uploaded document. Select the following:
   • Category/Subcategory.
   • Do not fill in Effective Date or Expiration Date.
   • Do not fill in Tags.
7. Click Save > Save and Return. If the file does not require an approval before going to the employee, back on the Employee Documents page, you will see a red form icon next to the file you uploaded. This indicates the form is now pending signature from the employee. 

The employee will receive an email and notification in their ADP Message Center when the form is ready for review. 

Reporting

Go to Reports & Analytics > Reports Dashboard > Additional Reporting Links > Document Reporting> Search Employee Documents. On the Employee Documents tab:

1. Select at least one People Related Criteria.
   • Set Employment Status to ‘Active’.
2. Select the Document Related Criteria: Category and Subcategory.
3. Click Search.
   • The Search button will remain disabled until the minimum criteria is selected.
4. The Search Results window will open to show all Active employees (for your location) who have documents uploaded to the category you have selected.
5.  Select Export List to view the full list and details in Excel.