ADP TotalSource - Add an administrator
Last updated: July 23, 2025
To connect your ADP TotalSource account to this application you must set up a new admin user. Please follow the instructions below.
Instructions
1. Please have a senior executive fill out and sign this electronic form using the information outlined below.
(Page 2)
- Client’s Legal Name: This is your company’s legal name
- Federal ID Number: This is your company’s Federal ID Number
- Signature: The signature of the person filling out this form
- Name: The name of the person filling out this form
- Title: Your business title
- Date: The date you are signing this form
(Page 3)
- Effective Date: The date you are signing this form
- Client Name: This is your company’s legal name
(Page 5: Company Information)
- Company Name: This is your company’s legal name
- Company Code(s): Please select the company codes you wish to grant access for
(Page 5: External Administrator Information)
- Business Email: Enter the email provided in Finch Connect
2. After the form has been signed by a senior executive, an email with the attached e-form will be sent to the business email (entered on page 5 - matches the email provided in Finch Connect). This email is received by Finch to be the second signer. Expect us to receive and sign the form within one business day.
3. After Finch has signed the form, we will send the form to you via email. Please forward the email with the completed form to your ADP representative and CC the Business email (entered on page 5 - matches the email provided in Finch Connect).
4. ADP will process the form. This can take several days or weeks. Once processed, ADP will generate and send an invite to the Business email address. After Finch receives the invite from ADP, then the connection status will updated to connected.