An ADP Workforce Now export can supply the people and reporting relationships for a chart in Org Chart Studio. Start with a roster, check the identity fields, and import the prepared spreadsheet.
Skip payroll fields. Bring names, titles, departments, and reporting references only.
1. Request or export a workforce roster
Use a report you have permission to export, or ask your ADP report owner for a CSV or Excel file covering the people you want to chart. Request complete names, a unique employee identifier, and each manager's matching employee identifier.
ADP Workforce Now offers standard and custom reporting. The report choices, filters, and permissions depend on your setup, so follow your account's reporting tools rather than a menu path for a different ADP product. ADP Workforce Now reporting.
Ask the report owner to confirm the included companies, teams, and employee statuses. Include any manager needed to connect the chosen team. A limited report can look complete while omitting the person to whom several employees report.
This guide covers a prepared Workforce Now roster. ADP RUN, TotalSource, and other ADP products can have different reports and fields; the same Studio mapping principles apply once you have a suitable spreadsheet.
2. Prepare full names and matching IDs
Use a single Name column, an Employee ID column with unique values, and a Manager ID column that refers to those same values. Keep identifier columns as text when saving the spreadsheet.
If your export includes Associate ID and Reports To Associate ID, check that each report's manager value matches the manager's own Associate ID. Other identifiers may describe payroll records or positions. Don't assume they are interchangeable, particularly when combining exports from several companies.
Prepared fictional sample:
| Name | Title | Department | Employee ID | Manager ID |
|---|---|---|---|---|
| Alex Rivera | General manager | Management | P001 | |
| Casey Lee | Head chef | Kitchen | P002 | P001 |
| Jordan Patel | Line cook | Kitchen | P003 | P002 |
| Morgan Chen | Service manager | Service | P004 | P001 |
Download this prepared example. The sample IDs illustrate matching relationships; they are not actual ADP records.
If your export separates First Name and Last Name, combine them into a complete Full Name column before importing. Studio does not combine those columns automatically. Check preferred names and anyone with several records before deciding which row belongs in your chart.
3. Map the spreadsheet in Studio
Select Choose spreadsheet in Studio and select your CSV or Excel file. Choose the roster sheet if prompted, then check the fields in Map spreadsheet columns.
Map your complete name to Name. Map Associate ID, or your chosen employee key, to Employee ID. Map the matching manager key to Manager ID, not Manager Name. Map optional title and department columns to Job Title and Department.
If your file uses names for reporting instead, use Manager Name. Each manager name should match a person in the file. For duplicated names, matching IDs are a clearer choice.
Read the mapping summary and choose Confirm & import. The CSV and Excel import guide covers both input formats and troubleshooting.
The same prepared sample is used here and in the download. Scroll within the mapping dialog to reach the ID fields.
4. Check the people and reporting lines
Open People and compare the imported names and person count with your prepared roster. Use Needs manager to find unresolved links and choose the correct manager under Reports to.
If a whole team is unresolved, check whether its manager was excluded by the report filters. If names are incomplete, fix the source Name column. If IDs don't resolve, check that employee and manager values use the same identifier system.
Use People → Update from spreadsheet when the next roster is ready. Review the proposed additions, edits, and relationship changes before applying them. Choose Export to review available formats and any pass needed to share the finished chart.
Questions about ADP Workforce Now imports
Does Studio combine First Name and Last Name?
No. Prepare a single Full Name column before importing and map it to Name.
Where should Reports To Associate ID be mapped?
Map it to Manager ID, with the matching Associate ID column mapped to Employee ID. Manager Name is for name-based relationships.
Why are some managers missing after import?
Check the exported scope and report filters, then check that each Manager ID matches an Employee ID in the file. Use Needs manager in People to review unresolved relationships.
Does Studio sync with ADP Workforce Now automatically?
No. Export a newer roster and use Update from spreadsheet to review changes to the existing chart. This workflow does not write changes back to ADP.