ADP employee records behind every staffing decision

Ideas to put to work

Staffing and access decisions built on who works at the firm today.

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  Capacity by team

  Sofia reads roles and departments from ADP and open work in Asana, then builds an Excel view of who has room for the next engagement.

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  Access checked against current staff

  Sofia compares Microsoft 365 user accounts with current ADP employees and lists accounts belonging to people who have left, for IT to close.

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  New starters set up in Okta

  When a new employee appears in ADP, Sofia creates their Okta user and assigns the right groups and applications, with your approval.

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  Team directory on the intranet

  Sofia reads departments and job titles from ADP and publishes a current team directory page in SharePoint, with your approval.

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  Staffing plan for a new engagement

  Describe the scope and Sofia reads employee roles and departments, then drafts a staffing plan in Word for the engagement partner.

Works well with

• AsanaWork management for projects and tasks
• Microsoft ExcelSpreadsheets for numbers, models and trackers
• Microsoft 365Microsoft's business suite: accounts, groups and organization directory
• OktaIdentity and single sign-on for staff access
• Microsoft SharePointMicrosoft's intranet sites, document libraries and lists
• Microsoft WordWord processor for letters, reports and contracts
• GreenhouseApplicant tracking and hiring software
• LLeverApplicant tracking and recruiting CRM