Before you start
- The ADP payroll schedule PDF for the year.
- Zoho, with rights to edit the Payroll module.
Steps
1
Create or open the Payroll record for the year
One record per year. The engine renames it “Payroll Schedule” plus the year once the read has run.
2
Attach the PDF
Upload it to the ADP Schedule field and save. The upload is what starts the read; there is no separate button. Uploading a corrected PDF later runs it again, and the newest upload wins.
3
Wait a few seconds and reload
The record fills in on its own.
How you know it worked
- Processing Status reads Completed and Processing Summary says how many periods and holidays were read and that every check passed.
- The Schedule table lists the year’s pay periods with period end, submit-by, processing and pay dates; the Holidays table lists the year’s holidays, each marked statutory yes or no.
- The engine holds every pay period and every holiday marked statutory. A holiday marked statutory No is a worked holiday: it stays in Zoho, and the app treats that day as an ordinary work day.
If it did not work
- Processing Status reads Needs Review: the PDF was read, but a check did not pass, and the summary names it. Nothing reaches the engine until a clean read. Fix the PDF and upload again.
- Processing Status reads Failed: the summary says why. “No PDF found on the ADP Schedule field” means the upload did not stick; “Could not read the PDF” means the file is not the ADP schedule the engine knows. Fix and upload again.
- The status never changes: the read failed and left a dead letter, and the monitor has opened a condition in Sentry. See Act on a Sentry email, then Redrive a dead letter once the record is fixed.