ADP WOTC Integration

Overview

Updated 11/18/2021

These links are being provided as a convenience and for informational purposes only; they do not constitute an endorsement or an approval by [The author] of any of the products, services or opinions of the corporation or organization or individual. [The author] bears no responsibility for the accuracy, legality or content of the external site or for that of subsequent links. Contact the external site for answers to questions regarding its content.

The Work Opportunity Tax Credit, or WOTC ("wot-see") tab contains the integration with ADP to check employee eligibility for tax credits. Tax credits are provided to companies hiring individuals from certain target groups who have consistently faced significant barriers to employment.

When an applicant reaches this step during the application process, it will prompt the applicant for information needed to fill out the 8850 Tax credit form. The integration with ADP will then automatically determine if the employee is eligible for federal tax credits and update the employee record in Avionté.

See the external website, ADP - Support for Client Administrators, for ADP support.

WOTC Setup (Pre 15.2)
WOTC Setup (15.2 or Newer)
WOTC Usage
Generating the Exports

WOTC Setup (Pre 15.2)

WOTC can be enabled for either the legacy or the onboarding portal if using Avionté versions 14.1 and higher. Setting up WOTC in versions previous to 15.2 (see 15.2 and newer instructions below) requires the editing of system files, but should only be configured by advanced users. Contact the Avionté support team before attempting this install.

Note: WOTC visibility changes may be made in Admin Menu Settings.

The following are the configuration options, their values, and where they should be added for WOTC functionality. They must be manually added as there is no user control in place for them.

Entries to be Added to the Web.config file for Portal Setup

Resource Site & Applicant Portal ADP Integration	Setting Name	Example	Notes
Company	ADPCompany	examplestaffingcompany	Different for each client. Created by ADP.
Auth	ADPAuth	ZiktEgcYcfQnejhl	Different for each client. Created by ADP.
Partner_Id	ADPPartnerId	avionte
Partner_Auth	ADPPartnerAuth	DBajwlfLWnahidbd
Handshake Url	ADPHandshakeUrl	Enter "https://tcs.adp.com/xml/handshake_xml" as the WOTC Handshake Url. Note: Obtained from ADP. Requirements for this value are subject to change at ADP's discretion and may be made without notice.	ADP returns URL for WOTC screening to load into iframe.
Redirect_Url	ADPRedirectUrl	Onboarding site: https://{HostName}/{avionteresourcesite}/wotc/SurveyRedirect Web Portals: https://{HostName}/{aviontewebportals}/portals/applicant/WOTCComplete.aspx?status=completed	Avionté URL we send to ADP in handshake. ADP will redirect to this URL when survey is submitted. Host name and site name should be double checked as they might change between clients depending on their hosting status(?).
Recipient_Url	ADPRecipientUrl	https://{HostName}/{avionte.web.api.site}/api/adp/wotcresults	Avionté URL we send to ADP in the handshake, for our listener web service that will accept the pre-eligibility results. Host name and site name(?) will be different for each client.
	RequireWOTC	(T)rue or (F)alse	Determines whether the Next button is displayed without completing the WOTC survey. _________________________________

Entries to be Added to the App.config file to enable WOTC in the Core App

Core App ADP Integration	Setting Name	Example	Notes
Company	ADPCompany	examplestaffingcompany	Different for each client
Auth	ADPAuth	ZoskMncJcfQlplel	Different for each client
HireRequestUrl	ADPHireRequestUrl	https://wotc.adp.com/taxcredits/public/xml.cgi/pdfprint_xml	URL we post to when employee gets first assignment. The response fromADP indicates final qualified status and partial URL to printable forms.
PrintFormsUrl	ADPPrintFormsUrl	https://wotc.adp.com/taxcredits/public/publicdown.cgi	Partial URL to view printable WOTC forms. ______________________________________

WOTC Setup (15.2 or newer)

Follow these steps to configure the ADP WOTC integration for both the Applicant and Onboarding portal.

Open the Core application and navigate to Start Page > Actions menu > Admin Tools
Select ADP from the Admin Tool Main menu. The WOTC configuration window will open.
In the WOTC configuration window, click Add New or select an existing entry to edit.

Enter configuration values into the provided fields.

ADP Config Settings

Field	Description
WOTC Required	Enter a check in the check box if the applicants will be required to enter information into WOTC.
Company Id	Enter the company identification number that was provided during ADP registration.
Company Auth Code	Enter the company authorization code provided by ADP during registration.
Partner Id	Enter "avionte" as the Partner identification value.
Partner Auth Code	Enter "DBajwlfLWnahidbd" as the Partner Authorization Code.
WOTC Handshake URL	Enter "https://tcs.adp.com/xml/handshake_xml" as the WOTC Handshake URL. Note: Obtained from ADP. Requirements for this value are subject to change at ADP's discretion and may be made without notice.
WOTC Forms Request URL	Enter "https://tcs.adp.com/xml/pdfprint_xml" for the WOTC Forms Request URL. Note: Obtained from ADP. Requirements for this are subject to change at ADP's discretion and may be made without notice.
WOTC Print Forms URL	Enter "https://tcs.adp.com/xml" as the WOTC Print Forms URL. Note: Obtained from ADP. Requirements for this are subject to change at ADP's discretion and may be made without notice.
Avionté Web Portals Root Path	Edit the value "https://{HostName}/{webportalsroot}" with environment specific values, and then enter it into the Avionté Web Portals Root Path field. Note: Obtained from Avionte (AMP)
Avionté Onboarding Root Path	Edit the value "https://{HostName}/onboardingsiteroot}" with environment specific values, and then enter it into the Avionté Onboarding Root Path field. Note: Obtained from Avionté (AMP) Only one of the following values needs to be entered based on where WOTC will be used by applicants.
Avionté API Root Path	Edit the value "https://{HostName}/{webapiroot}" with environment specific values, and then enter it into the Avionté API Root Path field. Note: Obtained from Avionte (AMP)
Supplier	Select the correct supplier from the drop-down menu.

Staffing Supplier Site

Place a check mark in any branch box that will include WOTC integration in its portals.

Click Save to store the configuration. New settings will be added to the grid at the top of the page.
Ensure the WOTC tab is visible in the web portals using the Web Portal menus.

Applicants will now see the ADP integration when using the Applicant or Onboarding portal. A Tax Credit Status also appears on the Employee > Detail window.

Note: Even if an employee is tax-credit qualified, the employee must be associated with an assignment before a Tax Credit Status is displayed. For version 15.2 or newer, a Tax Credit Status of “Pre Qualified” or “Not Qualified” is displayed immediately after completing the WOTC survey and before the assignment.

View Forms

Following a qualification, the Tax Credit Status option updates to include a link to view forms. The View Forms option will appear once the employee has filled out the tax credit survey and is deemed to be in a group of employees that could qualify for tax credits, therefore being required to fill out additional paperwork to verify. The “View Forms” link will be available at the first assignment.

WOTC Usage

Note: Some WOTC pages and questions may automatically generate based on responses provided.

Select a language in the upper-right field.
Enter data in the location fields and select Continue.
On the Welcome page, select Continue.
Complete the fields on the Personal Info page and select Continue.
Answer the question on the Age page and select Continue.
Enter information on the Address page and select Continue.
The address screen will prompt an address verification. Select your home address from the drop-down menu and select Continue.
Answer the question on the Previously Employed page. This page also offers the opportunity to opt out from Work Opportunity Tax Credit. Select Continue to advance to the next page.
Answer the questions on the Conditional Certification page and select Continue.
Answer the question on the Military Service page and select Continue.
Answer the question on the Temporary Assistance page and select Continue.
Answer the question on the Felony page.

If No is selected, the next page will automatically load.
If Yes is selected, follow-up questions will populate based on answers provided. Answer any felony-related questions and select Continue.

Answer the question on the Vocational Rehab page and select Continue.
Answer the questions on the FoodStamps page and select Continue.
Answer the questions on the Social Security Disability page and select Continue.
The Congratulations page, which includes a WOTC confirmation number, will populate. Record the confirmation number as it may be needed later.
Select Done.
Click Next to advance to the next tab. Applicants will be taken to the next configured page in either the Applicant or Onboarding portal.

Generating the Exports

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

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. 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. 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.
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.
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.

From the Start Page, click the Actions menu > Admin Tools
In the Admin Tools window, under Category, select "System." Under Select, choose "Report." The "Admin System Server Report" window will display.
Select the Advance Query tab.
Type "ADP" in the blank field under QueryName. The ADP exports will appear in the space underneath.
Click on an export so that it is highlighted in the grid.
Under Advance Query Users, place a checkmark in the box next to the user or group that should have access to these specific AQs.
Click Save.
The Save Confirmation window will display. Click OK.
Repeat Steps 6 through 8 for each remaining ADP export.

Running the Reports

From the Main Menu, navigate to Back Office > Weekly Process
Click the Export/Import tab on the far right side of the panel.
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).
Choose a location to store the file by clicking Browse under the Choose Location section.
Select a location from the tree and click OK. The file will be saved to the selected location (e.g., desktop).
Select Process File to run the export.
Repeat Steps 3 through 6 until each report has been run.
Access the ADP FTP site that has been provided by ADP.
Upload the file to the ADP FTP site.