Turns the Adobe Sign form-field export into the Workforce.com user import CSV.
Everything runs in this browser; no data is uploaded anywhere.
1. Drop the Adobe Sign export
In Adobe Sign: Manage → select the agreement or the web form →
Download Form Field Data. Or Reports → New Export for several at once.
Drop the CSV hereor click to choose a file
2. Connect to Workforce (optional)
Pulls your teams, locations and pay groups so the values below are
picked from a list rather than typed. Only reference data is read — no staff
records. The token stays in this browser.
3. Fill in what Part B does not ask
These are the same for everyone in the batch, or are yours to set.
They are remembered on this computer for next time. Connect above to turn the
team, location and pay group boxes into dropdowns.
4. Check the mapping
Matched automatically from the column names. Change anything that
looks wrong — your choices are remembered.
Workforce column
Comes from
Example from row 1
Status
5. Check and download
How to use this
This tool sits between Adobe Sign and Workforce.com. It takes the answers people
gave on the Part B form and turns them into the CSV that Workforce’s user
import expects, so nobody retypes anything.
When to do this. Only once the DBS has come
back clear and both references are satisfactory. Creating the Workforce record
before that point means committing to a start date you may have to withdraw.
1Get the data out of Adobe Sign
Sign in to Adobe Acrobat Sign and open the Manage tab.
Find the completed Part B agreement in the left-hand filter list, or open
Web Forms and select the Part B web form to get everyone at once.
Select it, then in the right-hand panel choose
Download Form Field Data. A CSV downloads.
Diagram, not a screenshot — the exact
wording moves around between Adobe releases, but the action is always called
Download Form Field Data.
For several starters at once, use Reports → New
Export and choose the Part B web form. That returns every submission as
one CSV, and this tool will handle all the rows together.
2Drop the CSV onto this page
Drag the file onto the dashed box, or click it to browse.
The page tells you how many records and columns it found.
Nothing is uploaded. The file is read inside this browser only.
3Connect to Workforce (optional, but do it once)
In Workforce, go to my.workforce.com/api/oauth/access_tokens
and create a read-only personal access token.
Paste it into the token box here and click Connect and load.
Team and Pay group become dropdowns of your real values instead of free text.
The token is remembered on this computer, so this is a one-off. If a box says it
could not load, type the value instead — everything still works.
4Fill in the batch settings
Part B deliberately does not ask for these, so set them here. They apply to
everyone in the batch and are remembered for next time.
Employment start date — agree it only after the checks clear
Base hourly rate and contracted weekly hours
Team, pay group and permission level
5Check the mapping
Each Workforce column shows where its value comes from and an example from the
first record. Most are matched automatically from the column names.
matched — found in the Adobe export
derived — worked out, such as first and last name from the full name
blank on purpose — the reason is given in the middle column
not found — pick the right column from the dropdown; your choice is remembered
6Read the warnings, then download
Before the download button, the tool flags anything that would make a bad record:
missing name, email, position or start date; a date of birth it could not read;
a National Insurance number in the wrong shape; and any date of birth giving an
age under 18.
Fix what it finds, then click Download Workforce CSV.
7Import into Workforce
In Workforce go to Workforce → Staff and choose the
import option.
Upload the CSV this tool produced. Do not rename the column headings.
Check the preview Workforce shows you before confirming.
Then send the onboarding invitation so the new starter enters their own bank
details, emergency contact and tax declaration.
What this tool does not do
Bank details, emergency contact and
tax status are left blank on purpose. The employee enters
those in Workforce, which is both safer and more accurate.
It does not send anything to Workforce. You still do the import yourself, so
you get to check the preview first.
It does not read the signed PDF. Adobe flattens those, so the data has to come
from the CSV export.
If something goes wrong
Columns show “not found” — Adobe has named
them differently. Use the dropdown to point at the right one; it is remembered.
Dates look wrong — someone typed a date in an unusual
way on the form. Correct it in the source CSV and drop it in again.
Workforce rejects the file — check no column headings
were edited, and that the file is still UTF-8 CSV after any trip through Excel.
Teams and pay groups will not load — the token may have
expired. Generate a new one and connect again.
Where the data lives
Nothing leaves this browser. The token and your batch settings are stored on this
computer only, and Forget token removes them. The downloaded CSV
contains personal data, so treat it like any other HR file: import it, then delete
it from Downloads.
