Custom Reporting Basics for ADP Workforce Now. Automatic Data Processing, LLC ES Canada

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1 Custom Reporting Basics for ADP Workforce Now Automatic Data Processing, LLC ES Canada

2 ADP s Trademarks The ADP Logo, ADP, ADP Workforce Now and IN THE BUSINESS OF YOUR SUCCESS are registered trademarks of ADP, LLC Third-Party Trademarks Global Crossing and Ready-Access are registered trademarks of Global Crossing Holdings, Ltd. in the United States and other countries. Microsoft, Excel, and Word are registered trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks and service marks are the property of their respective owners ADP, LLC and its licensors. All rights reserved.

3 Contents Course Introduction Course Purpose... 1 Course Objectives... 1 Course Agenda... 2 Module 1: Exploring Custom Reports Module 1 Introduction Exploring Custom Reports What are the differences among Standard, Sample and Custom Reports? Demonstration: Running a Sample Report Demonstration: Modifying a Sample Report Navigation between the Report Tabs Demonstration: Working with the ADP Learning Bytes Demonstration: Running a Sample Report Activity Results: Running a Sample Report Module 1 Summary Module 2: Planning and Creating Custom Reports Module 2 Introduction Planning and Creating a Custom Report Demonstration: Planning and Creating a Custom Report Demonstration: Creating and Running a Simple Report Effective-Dated fields Demonstration: Assessing Your Reporting Needs Building More Robust Reports Demonstration: Sorting and Including Totals in Reports Demonstration: Building a Custom Report Activity Results: Building a Custom Report Formatting Reports Demonstration: Formatting and Running a Report What is Filtering Demonstration: Filtering a Report Demonstration: Formattting and Filtering a Report Activity Results: Formattting and Filtering a Report Module 2 Summary Knowledge Check ADP, LLC iii W8004_ILT_WFN80V01_0415

4 Course Closing Support After Class ADP Client Service Centre ADP Workforce Now Support Centre The Bridge Course Closing ADP, LLC iv W8004_ILT_WFN80V01_0415

5 Custom Reporting Basics for ADP Workforce Now Course Introduction Automatic Data Processing, LLC ES Canada

6 COURSE INTRODUCTION Course Introduction Course Purpose This course has been designed to provide you with the knowledge and hands on experience required to be comfortable using the Custom Reporting Basics for ADP Workforce Now. Course Objectives Upon completion of this course, participants will be able to: Explore Custom Reports Use Sample Reports Plan and Create Custom Reports Build More Robust Reports 2015 ADP, LLC 1 W8004_ILT_WFN80V01_0415

7 COURSE INTRODUCTION Course Agenda During this course, we will explore several topics. Each topic and module within the ADP Workforce Now training is designed to build upon the previous topic/module. Upon completion of the training, you will have a complete picture of how each individual module functions, and how the modules work together to create a complete solution. In addition, ADP provides three different online resource tools that are designed to support your learning after class. During this course, you will explore the following topics: Modules Module 1: Exploring Custom Reports Module 2: Planning and Creating Custom Reports Topics What are the differences among Standard, Sample and Custom Reports? Using Sample Reports Unmatched Records Guided Practice: Modifying a Sample Report Modifying a Copied Report Practice: Running a Sample Report Planning a Report Guided Practice: Creating and Running a Simple Custom Report Public versus Private Reports Effective-Dated fields Learning Activity: Sample or Custom reports? Building More Robust Reports Guided Practice: Sorting and Including Totals in Reports Practice: Building a Custom Report Exploring Formatting Reports Guided Practice: Formatting and Running a Report What is Filtering Guided Practice: Filtering a Report 2015 ADP, LLC 2 W8004_ILT_WFN80V01_0415

8 Custom Reporting Basics for ADP Workforce Now Module 1: Exploring Custom Reports Automatic Data Processing, LLC ES Canada

9 MODULE 1: EXPLORING CUSTOM REPORTS Module 1 Introduction Purpose This module prepares you to use Custom Reports, as well as giving you hands on experience to modify and run a report. Objectives Upon completion of this module, you will be able to: Define Custom Reports and what you can do with Custom Reports Identify the differences between Standard, Sample and Custom Reports Work with sample reports, including modifying, running and working with a copy of a sample report 2015 ADP, LLC 1-1 W8004_ILT_WFN80V01_0415

10 MODULE 1: EXPLORING CUSTOM REPORTS Exploring Custom Reports What Is Custom Reports? Overview Custom Reports is an ad hoc reporting tool that enables you to choose the fields to include in your reports. You can create your own fields, such as those used to project salary increases. Custom Reports also enables you to rearrange columns, rename column headings, and apply various formatting options to your reports. You can schedule your reports to run at specified times or on a regular recurring schedule. You can create an unlimited number of reports, which you can view in several different formats. Example ADP, LLC 1-2 W8004_ILT_WFN80V01_0415

11 MODULE 1: EXPLORING CUSTOM REPORTS Example 2 Example ADP, LLC 1-3 W8004_ILT_WFN80V01_0415

12 MODULE 1: EXPLORING CUSTOM REPORTS What Are the Differences between Standard, Sample, and Custom Reports? Overview ADP Workforce Now includes various types of reports to meet your different needs. Report data is categorized into files that are displayed in the Report Wizard when you select fields for your custom report, as shown in the following graphic: Report data files usually contain multiple secondary files, and the available fields for the reports are available within these files, as shown in the following graphic: This icon indicates a Report data file. This icon indicates available fields within the Report data file ADP, LLC 1-4 W8004_ILT_WFN80V01_0415

13 MODULE 1: EXPLORING CUSTOM REPORTS Types and Descriptions Standard reports Sample reports Custom reports Type Description Predefined reports that are read-only; you can run them but cannot customize, nor create copies to customize A predefined collection of reports that are readonly Reports that you can design from scratch using available reporting fields, or you can create a copy of any of the sample reports and then edit the copy to meet your specific reporting needs Examples Standard report example: A Payroll practitioner wants to quickly view the payroll information regarding bonus pay before sending it to ADP for processing. He uses the standard report Paydata Summary with a predefined group of fields to quickly view the desired information. Sample report example: An HR practitioner wants a report listing all new hires. She runs the New Hire sample report, which includes payroll company code, payroll name, associate ID, hire date, rehire date, length of service, job title description, hire source description and education level description. Custom report example: The HR practitioner needs additional information than the sample report includes, so she copies the New Hire sample report and customizes it to include the employees' departments. Important Information The standard and sample reports available to you depend on which modules your company has selected. Additional Resources For more information on Standard Reporting, refer to online Help and the following two courses: Payroll for ADP Workforce Now and Maintaining Employee Information for ADP Workforce Now ADP, LLC 1-5 W8004_ILT_WFN80V01_0415

14 MODULE 1: EXPLORING CUSTOM REPORTS Demonstration: Running a Sample Report We will now demonstrate the process of using sample reports. Scenario Your company likes to recognize employees' anniversaries with the company. ADP provides an Anniversary sample report for your use. Activity: Running a Sample Report Starting Point: Reports > Custom Reports > Sample Reports Step Action 1 In the row for the desired sample report, click the Action icon and select Run. 2 On the Run Report page, set any desired parameters for format, notifications, etc. Mandatory fields are marked with an asterisk. Click Run. Result: The Output - All Reports page displays. 3 Click Refresh until Completed displays in the Status field. 4 To view the report results in the default output format, click the report name. Important Information ADP Workforce Now retains your report output for up to 90 days unless you delete it first ADP, LLC 1-6 W8004_ILT_WFN80V01_0415

15 MODULE 1: EXPLORING CUSTOM REPORTS Unmatched Records When you select fields from multiple files to create a custom report, the Unmatched Records window is displayed. Matched records mean that data exists for the employee in each of the files selected. Unmatched means that data does not have to exist in each file for the employee's record to display in your report. Your selection in this window determines the number of records that are displayed in your report. IF you choose: Include the employee in the report only if information exists in at least one of the fields in each of the files. THEN: The employee must have data in each of the files you have selected to include in your report. If the employee has data in one file but not another, the employee will not be included in your report. Therefore, in this example, Michael and Betty do not display. Example: Include the employee in the report even if information is not available in one or more of the fields in each of the files. Missing information will appear as blanks in the report. An employee will be included in your report regardless of whether the employee has data in every file included in your report. In this example, neither Michael nor Betty has data in the file containing the Pay Period and Pay Amount fields. Example: 2015 ADP, LLC 1-7 W8004_ILT_WFN80V01_0415

16 MODULE 1: EXPLORING CUSTOM REPORTS Demonstration: Modifying a Sample Report Scenario You want to include the employees' address, city, province and postal code in the Anniversary sample report to send a company anniversary card. Activity: Modifying a Sample Report, Part 1 - Copying the Sample Report Starting Point: Reports > Custom Reports > Sample Reports Step Action 1 Locate the Anniversary sample report. 2 In the Anniversary row, click the Action icon and select Copy. 3 In the Report Name field, enter Employee Anniversary. Note: For this practice, accept the default Access Level setting. 4 Click Copy ADP, LLC 1-8 W8004_ILT_WFN80V01_0415

17 MODULE 1: EXPLORING CUSTOM REPORTS Activity: Modifying a Sample Report, Part 2 Modifying the Copied Report Step Action 1 On the Report wizard menu, click Step 2 Select Fields. 2 On the left- side of the page, click All Areas dropdown arrow > Personal Profile > Addresses file > Legal Address. 3 In the Filter list, select each of the following fields and then click the Add Selected arrow: Legal/Preferred Address: Address Line 1 Legal/Preferred Address: City Legal/Preferred Address: State//Province Legal/Preferred l Address: Zip/Postal Code 4 In the Find Fields Search field, enter department and then click the magnifying glass icon. Result: A list of fields matching your filter text displays. 5 From the list, in the Job Profiles file > Position file, select Home Department Description and then click the Add Selected arrow. Activity: Modifying a Sample Report, Part 3 Running the Modified Report Step Action 1 On the Report wizard menu, click Step 7 Run a Report. 2 In the Unmatched Records window, accept the default option, Include the employee in the report only if information exists in at least one of the fields in each of the files as discussed in the section Unmatched Records. 3 Click OK. 4 Scroll down to the section Runtime Settings. 5 Select the current date as the Anniversary Month. 6 Click Run. 7 Click Refresh until Completed displays in the Status field. 8 To view the report results in the default output format, click the report name. The report downloads. Click to view. Important Information You run sample reports by accessing Reports > Custom Reports > Sample Reports. You run the copied reports you make by accessing Reports > Custom Reports > All Reports. Additional Resources For more information on copying sample reports, refer to online Help and learning bytes ADP, LLC 1-9 W8004_ILT_WFN80V01_0415

18 MODULE 1: EXPLORING CUSTOM REPORTS Navigation between the Report Tabs When you navigate to Reports > Custom Reports > All Reports, the tabs displayed in the following graphic are shown: The following table describes each of the Report tabs: Tab Output Standard My Reports Sample Custom Schedules Description Displays all report types that have been run and are ready to be viewed, including custom, sample, and standard reports, as identified in the Report Type column Lists all the standard report categories on the left side of the page, the report name, its category, and the last run date. Displays standard reports or team reports saved with your choice of run-time parameters, and provides a convenient way to access your frequently used reports Contains sample reports illustrating report setups that you can copy and modify for your own use Display all public and private report setups to which you have access Allow you to schedule a report to run on a specific date and time, and schedule how often you want this schedule to recur 2015 ADP, LLC 1-10 W8004_ILT_WFN80V01_0415

19 MODULE 1: EXPLORING CUSTOM REPORTS Demonstration: Working with ADP Learning Bytes We will now demonstrate how to access the Learning Bytes. Learning bytes are a great way to get the specific information you need - just in time, any time you need it. Learning bytes are quick two-minute videos that guide you in performing very specific tasks. Scenario Let's say you need to modify a sample report to add an additional column. Access the custom reports learning byte to help you perform this task very quickly. Activity: Working with ADP Learning Bytes Starting Point: Reports > Custom Reports > Sample Reports Step Action 1 Select the Learning Bytes icon in the upper-left corner of the screen. 2 Select Modifying a Sample Report. 3 Review the Learning Byte. 4 After watching the Learning Byte, add a column to one of your sample reports. Review 1. What is an example of a situation at work that would require you to modify a sample report? 2. Can you rename a sample report when you copy it? 2015 ADP, LLC 1-11 W8004_ILT_WFN80V01_0415

20 MODULE 1: EXPLORING CUSTOM REPORTS Demonstration: Running a Sample Report We will now demonstrate how to run a sample report. Scenario You would like to quickly view a list of all of your company's new employees with their job title descriptions and education level information. ADP provides a New Hire sample report for your use. Activity: Running a Sample Report Starting Point: Reports > Custom Reports > Sample Reports Step Action 1 Run the New Hire sample report and view the output. 2 Create a copy of the New Hire sample report and include the Home Department Description field. 3 Remove the following fields from the copy of this report: Associate ID File Number Hire Source Description Length of Service Rehire Date 4 Run the copied report, and on the Unmatched Records window, select Include the employee in the report only if information exists in at least one of the fields in each of the files. 5 View the output in HTML format. Practice Login Information Record your login information here: 2015 ADP, LLC 1-12 W8004_ILT_WFN80V01_0415

21 MODULE 1: EXPLORING CUSTOM REPORTS Activity Results: Running a Sample Report 2015 ADP, LLC 1-13 W8004_ILT_WFN80V01_0415

22 MODULE 1: EXPLORING CUSTOM REPORTS Module 1 Summary Upon completion of this module, you will have an understanding of: Working with custom reports Modifying a sample report Navigating between the Report Tabs Working with the ADP Learning Bytes Running a sample report 2015 ADP, LLC 1-14 W8004_ILT_WFN80V01_0415

23 Custom Reporting Basics for ADP Workforce Now Module 2: Planning and Creating Custom Reports Automatic Data Processing, LLC ES Canada

24 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS Module 2 Introduction Purpose This module prepares you to create and format your own custom reports. It provides a process to follow so that the resulting report meets your requirements. Objectives Upon completion of this module, you will be able to: Identify a process for planning your custom report Build a custom report Describe how effective dating impacts your report if it's turned on for your company Identify the steps in the Report Wizard, and which ones are optional or required Sort report results Include totals in your report results Format your custom report 2015 ADP, LLC 2-1 W8004_ILT_ WFN80V01_0415

25 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS Planning and Creating Custom Reports Overview In addition to copying and customizing the available sample reports, you can create your own custom reports from scratch. Because Custom Reports has various capabilities to consider, it is important that you plan what you want to include in your report prior to building it. Planning Custom Reports Overview Your answers to a series of questions will help you to create the blueprint and plan for your custom report, enabling you to include only the information that you need in your report. Without planning, you may need to update and edit your report numerous times to achieve the desired results. Guidelines Some common questions to ask during custom report planning include: Which fields should I include? Will I need to include any calculations, such as totals? Do I need to filter the results? What filter will I need? What do I plan to do with the output? (For example, do I want to print it for a quick reference, send it to others as an attachment, or manipulate the data?) Which output format meets my needs? 2015 ADP, LLC 2-2 W8004_ILT_ WFN80V01_0415

26 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS Demonstration: Planning a Report We will now brainstorm together to identify the fields needed in the report Scenario As your company budgets for the coming year, you need to create a report of all employees' current annual salaries and their departments. Activity: Planning a Report - Brainstorming Given the scenario, answer the following question: Question Which fields should I include? Answer You may want to sketch out the desired report to assist you in answering your planning questions ADP, LLC 2-3 W8004_ILT_ WFN80V01_0415

27 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS Demonstration: Creating and Running a Simple Custom Report We will now demonstrate the process of creating and running a simple custom report. Scenario You have planned the information to include in your Annual Salary report. You will now use those elements that you have identified to create your report. Activity: Creating and Running a Simple Custom Report, Part 1 Creating the Simple Custom Report Starting Point: Reports > Custom Reports > Set Up New Step Action 1 In Step 1 of the Report wizard, in the Report Name field, enter Annual Salary Report and then click Next. Notice that the Report title will populate automatically. Report title is the title of the report printed at the top of every report page created, while Report name is the actual report name appearing in the reports list. It is recommended to keep them both with same name. 2 On the first step of the Report wizard, you indicate whether the report you are creating is private or public. Anyone in your company who has access to Custom Reports can run public reports, while only the person who created the report can run private reports. Only the user who creates a public report can make modifications to the report. 3 In the Find Fields Search field, enter salary. Result: A list of fields matching your filter text displays. 4 From the list, select Annual Salary and then click the Add Selected button. 5 In the Find Fields Search field, enter last name. 6 From the list, in the Personal Profile file, select Last Name, and then click the Add Selected button. 7 In Personal Information, next to Name select View All. 8 Select First Name and click the Add Selected button. 9 Repeat steps 3-4, searching for and selecting Home Department Description from the Job Profile file. 10 In the Selected Fields list, click Annual Salary and then click the Move Selected Down button until it displays under First Name. 11 Click Next. 12 In the Unmatched Records window, select Include the employee in the report only if information exists in at least one of the fields in each of the files. Click OK ADP, LLC 2-4 W8004_ILT_ WFN80V01_0415

28 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS Activity: Creating and Running a Simple Custom Report, Part 2 Running the Simple Custom Report Step Action 1 On the Report wizard menu, click Step 7 Run a Report. 2 Change the Default Format to HTML. 3 Click Run. 4 Click Refresh until Completed displays in the Status field. 5 To view the report results in the default output format, click the report name. Planning the Field Sequence Before creating your report, determine the sequence of the fields, or columns, that you want to display in your report. Then in Step 2 of the Report wizard, select the fields in the order in which they should display, or you can use the Move Selected Item Up and Move Selected Item Down buttons to change the sequence of the fields. Important Information Your report is saved automatically when you click Next. You can exit the Report wizard at any time. When you return, the Report wizard resumes where you left off ADP, LLC 2-5 W8004_ILT_ WFN80V01_0415

29 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS Effective-Dated Fields A file with an asterisk in its name includes fields that are effective-dated, such as annual salary. Effective-dated fields contain information that goes into effect as of a particular date. When entering a new value in an effective-dated field, the value being replaced is saved as part of a historical record. When running a report that includes an effective-dated field, you will be asked for the effective date of the data. The following runtime options may be available to you in Step 7 of the Report wizard: Effective as of a given date Effective between two dates Effective as of a payroll cycle Using these runtime options, you can choose to include past, current, or future data on your report, as shown in the following graphic: Some effective dated fields are only available if Effective dating is turned on for your company. If effective dating is not turned on then the change goes into effect as soon as it is keyed in. Example Last week, you changed Donald Cole's employee type from Regular (Part-Time) to Regular (Full-Time) to be effective the fifteenth of next month. Today, you create and run a report that includes the employees' type. If you enter an effective date for your report that is prior to the fifteenth of next month, Donald's employee type will display as Regular (Part-Time) in the report. If you enter an effective date for your report that is the fifteenth of next month or later, Donald's employee type will display as Regular (Full-Time) in the report ADP, LLC 2-6 W8004_ILT_ WFN80V01_0415

30 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS Demonstration: Assessing Your Reporting Needs I will now demonstrate how to assess your reporting needs. We will review a scenario and assess three different reporting needs Scenario You need to create a number of reports this week. You review the sample reports available to you would quickly meet your reporting needs. You log on to Custom Reports and determine that the following sample reports are available: 2015 ADP, LLC 2-7 W8004_ILT_ WFN80V01_0415

31 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS Activity: Assessing Reporting Needs Given the following reporting needs, and based solely on the names of the available sample reports, indicate whether you would use a sample report (possibly with some modifications) or create a custom report from scratch. Reporting Need A manager in your company has asked for a list of the time off taken by team members and the time off they still have available. Your company would like to reward company stock to employees with at least 10 years of service. You need to identify eligible employees. Your coworker needs a report listing all salaried employees earning less than $50,000 a year and all hourly employees earning less than $15 an hour. Sample or Custom Report? Important Information The sample reports listed in this learning activity may differ from the sample reports that are available to you and your company ADP, LLC 2-8 W8004_ILT_ WFN80V01_0415

32 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS Building More Robust Reports In addition to guiding you through the report setup process, the Report wizard provides you with instructions and useful tips during each of the seven steps of the wizard. Steps of the Report Wizard The following table describes each step of the Report wizard. Steps 1 and 2 are required. All others are optional, and you can jump around to different steps as needed. Step 1 Name Your Report Description Select the report type and whether the report is public or private. Enter the name of your report and the title that will display at the top of your report. The title will default to the report name. The report description is used for your reference only. If your company uses folders, assign the report to a folder, if desired. This step is required. 2 Select Fields Select the fields that you would like to include in your report. Use the Add Selected button to move your selections to the Selected Fields list or to change the sequence of the selected fields. This step is required. 3 Select Sort Order Select the fields for which to sort your report results. Use the Add Selected button to move your selections to and within the Selected Fields list. 4 Specify Totals Set options for how to display information such as counts, averages, and totals. 5 Select Format Adjust the text, font size, alignment and order of the columns, and change column headings. 6 Add Filters Add or change settings for filtering the data that displays in your report. 7 Run a Report Verify the report title, number of lines, the effective date of the data to include, and other settings prior to running your report. Additional Resources At any point in the Report wizard, you can access online Help by clicking the Help button to review help topics specific to the step that you are currently completing. The following graphic shows where to find the Help button in Workforce Now: 2015 ADP, LLC 2-9 W8004_ILT_ WFN80V01_0415

33 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS Demonstration: Sorting and Including Totals in Report Results We will now demonstrate the process of sorting and including totals in report results. Step 3 of the Report wizard enables you to sort your report results. Step 4 of the Report wizard enables you to display line breaks, averages and totals in your reports, as well as count the number of records. Scenario You would like to change the Annual Salary report to sort first by department and then by last name. You also need to show the average and total salary for the entire company. Activity: Sorting and Including Totals in Report Results, Part 1 - Sorting and Including Totals on the Report Starting Point: Reports > Custom Reports > All Reports Step Action 1 In the Annual Salary row, click the Action icon and select Edit/Run. 2 On the Report wizard menu, click Step 3 Select Sort Order. 3 In the Find Fields list, select Home Department Description and then click the Add Selected button. 4 In the Selected Fields list, select Home Department Description and then click the Move Selected Up button until it displays at the top of the list. Note: Accept the ascending order default for Home Department Description and Last Name. 5 Click Next. 6 In the Annual Salary row, select Total and Average. Activity: Sorting and Including Totals in Report Results, Part 2 Running the Report Step Action 1 On the Report wizard menu, click Step 7 Run a Report. 2 Change the Default Format to HTML 3 Click Run. 4 Click Refresh until Completed displays in the Status field. 5 To view the report results in the default output format, click the report name ADP, LLC 2-10 W8004_ILT_ WFN80V01_0415

34 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS Specify Totals Page Elements and Descriptions The following table describes the page elements of Step 4 Specify Totals in the Report wizard: Element Description Field Indicates the sorting order you selected in Step 3 Count Counts the number of values for this field in your report Count Distinct Counts the number of distinct, unique values for this field in your report Min Value Shows the minimum value for a field for the records included in the report Max Value Shows the maximum value for a field for the records included in the report Average Shows the average for all records Total Provides a total for the field Element Description 2015 ADP, LLC 2-11 W8004_ILT_ WFN80V01_0415

35 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS Demonstration: Building a Custom Report We will now demonstrate both the planning process to build a custom report, and the steps to create a custom report using the Wizard in Workforce Now. Scenario Your company is performing a pay rate audit, and you need to create a report listing each employee's name, regular rate amount, regular rate description and years of service. Activity: Building a Custom Report, Part 1 Planning the Custom Report Given the scenario, answer the following question: Question Which fields should I include? Answer You may want to sketch out the desired report to assist you in answering your planning questions. Activity: Building a Custom Report, Part 2 Creating the Custom Report, Step 1 of the Wizard Starting Point: Reports > Custom Reports > Set Up New Step 1 Create a new custom report. Action 2 Accept the default Report Type and Report Mode. 3 Enter Pay Rate Audit for the report name. When you press the Tab key to move to the Report Title, the report name is automatically duplicated in the Report Title field. 4 Select Next ADP, LLC 2-12 W8004_ILT_ WFN80V01_0415

36 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS Activity: Building a Custom Report, Part 3 - Creating the Custom Report, Step 2 of the Wizard Step Action 1 Select the following fields: Last Name (from the Profile > Personal Information file) First Name (from the Profile > Personal Information file) Regular Pay Rate Description (from the Pay Rates file) Regular Pay Rate Amount (from the Pay Rates file) Years of Service (from the Employment Information > Employee Information file) 2 Select Next. 3 Select the default radio button in the Unmatched Records window. Activity: Building a Custom Report, Part 4 - Creating the Custom Report, Step 3 of the Wizard Step Action 1 Sort by Regular Pay Rate Description and then by Years of Service, displaying the more senior employees first. 2 Remove Last Name from the sort order. 3 Select Next. Activity: Building a Custom Report, Part 5 - Creating the Custom Report, Step 4 of the Wizard Step Action 1 Select the Average checkbox beside the Regular Pay Rate Amount field. 2 Select the Total checkbox beside the Regular Pay Rate Amount field. 3 Select Next. Activity: Building a Custom Report, Part 6 - Creating the Custom Report, Step 7 of the Wizard Step Action 1 Select the Step 7 Run a Report in the Wizard. 2 Select HTML as the Default Format. 3 Select Run ADP, LLC 2-13 W8004_ILT_ WFN80V01_0415

37 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS Activity Results: Building a Custom Report 2015 ADP, LLC 2-14 W8004_ILT_ WFN80V01_0415

38 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS Formatting Reports The following graphic illustrates Step 5 in the Report wizard: Options link Elements and Descriptions The following table describes the page elements of Step 5 in the Report wizard: Element Standard Formatter link Page Size Orientation More Options link Font Attributes box Drag Field Here to Create a Header section Description Changes the format screen to a standard formatter that provides a limited number of formatting options Select the page size desired for your report Indicate whether your report output should display in landscape or portrait Click to display more options that enable you to change the way column titles, rows, and cells display; include runtime settings in your report; enable spaces between columns; and display or hide headers and footers Position your cursor over a field or heading to use the formatting options in the box that displays to change various font attributes Drag fields to this section to display once as the heading for a group of records rather than displaying the value on each record Important Information You can change the default formats for your reports when defining your user preferences. Additional Resources For more information on user preferences or formatting elements, refer to online Help ADP, LLC 2-15 W8004_ILT_ WFN80V01_0415

39 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS Demonstration: Formatting and Running a Report We will now demonstrate the process of formatting and running a report. Scenario You will be sharing the Annual Salary report at an upcoming meeting. Your manager has requested that you format the report to be more visually appealing and easier to read. Activity: Formatting and Running a Report, Part 1 Formatting the Report Starting Point: Reports > Custom Reports > All Reports Step Action 1 In the Annual Salary Report row, click the Action icon and select Edit/Run. 2 On the Report wizard menu, click Step 5 Select Format. 3 In the Page Layout section, click the Landscape radio button next to the Orientation. 4 In the Report Format section: Point to Last Name Click the Italic icon Select Apply to All Column Headings 5 Point to one of the salaries and then: Click Format Currency If not already selected as the default: In the Symbol field, select Currency Symbol Prefix Select Comma (,) for the Thousand separator Click OK. 6 Click in the Years of Service column heading and then: Select the text Enter Seniority 7 Under Report Format select Odd/Even Row Coloring. 8 Under Report Format click More Options: Click Gap between Columns Checkbox automatically Enables In the Gap Size field, enter 3 9 Click Save ADP, LLC 2-16 W8004_ILT_ WFN80V01_0415

40 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS Activity: Formatting and Running a Report, Part 2 Running the Report Step Action 1 On the Report wizard menu, click Step 7 Run a Report. 2 Change the Default Format to HTML 3 Click Run. 4 Click Refresh until Completed displays in the Status field. 5 To view the report results in the default output format, click the report name. The report displays with your formatted changes: 2015 ADP, LLC 2-17 W8004_ILT_ WFN80V01_0415

41 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS What Is Filtering? Filtering enables you to determine what data to include or exclude from your report based on certain criteria. You can define your filters in step 6 of the Report wizard. A filter consists of a field, an operator, and a value. Examples List the field, operator, and value that you could use to create a filter for each of the following examples: Example Show only employees in the Sales department. Possible Filter Show only hourly employees. Include only employees who have been with the company for at least five years ADP, LLC 2-18 W8004_ILT_ WFN80V01_0415

42 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS Demonstration: Filtering a Report We will now demonstrate the process of filtering a report, Scenario You need to modify your Annual Salary report to include only the employees in the Human Resources department. Activity: Filtering a Report, Part 1 Planning the Report Given the scenario, answer the following question: What filter will I need? Question Answer 2015 ADP, LLC 2-19 W8004_ILT_ WFN80V01_0415

43 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS Activity: Filtering a Report, Part 2 Creating the Filter Starting Point: Reports > Custom Reports > All Reports Step Action 1 In the Annual Salary Report row, click the Action icon and select Edit/Run. 2 On the Report wizard menu, click Step 6 Add Filters. 3 In the Filter Builder section click Add a Filter Statement. 4 In the Field field, enter department. 5 In the Job Profiles, select Home Department Description. 6 Click Select or Add Values, select Human Resources, and then click Save. 7 Click Add. You must click Add after defining your filter, or the filter will not be added to your report. Activity: Filtering a Report, Part 3 Running the Report Step Action 1 On the Report wizard menu, click Step 7 Run a Report. 2 Change the Default Format to HTML. 3 Click Run. 4 Click Refresh until Completed displays in the Status field. 5 To view the report results in the default output format, click the report name ADP, LLC 2-20 W8004_ILT_ WFN80V01_0415

44 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS Demonstration: Formatting and Filtering a Report We will now demonstrate the process of formatting and filtering a report. Scenario Make the following changes to your Pay Rate Audit report: Format your report as follows: Enable the wrap column titles and odd/even row coloring. Change all of the column headings to bold, 12-point Tahoma font. Change the Grand Totals and Average headings to italic. Add the $ sign to the Regular Pay Rate Amount column. Increase the gap size of the columns to 2. Using Regular Pay Rate Description, create a filter to include only hourly employees. Activity: Formatting and Filtering a Report, Part 1 - Accessing Report Format Options Starting Point: Reports > Custom Reports > All Reports Step Action 1 Select the Pay Rate Audit report you created in the activity Building a Custom Report. 2 Click the Action icon and select Edit/Run. 3 Select Step 5 Select Format in the Report Wizard. 4 In the Report Format section, click the Options link in the upper-right corner of the screen ADP, LLC 2-21 W8004_ILT_ WFN80V01_0415

45 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS Activity: Formatting and Filtering a Report, Part 2 - Formatting the Report Step Action 1 Under Report Format, select the Wrap Column Titles and Odd/Even Row Coloring options. 2 To change the column headings, hover the cursor over any of the column headings. 3 Select Tahoma and 12 from the Font and Font Size dropdown lists. 4 Select Apply to all column headings. 5 To change the Grand Totals and Average Totals headings to italics, hover the cursor over these headings, and select the italics formatting icon. 6 To format currency in the Regular Pay Rate Amount column, hover the cursor over the column. 7 Select the Format Currency link, then select the Currency Symbol Prefix from the symbol dropdown list, and select OK. 8 To increase the gap size of the columns, select More Options, then select Gap Between Columns; the checkbox Enables. Enter 2 in the Gap Size box. 9 Select Save. Activity: Formatting and Filtering a Report, Part 3 - Filtering the Report Step Action 1 Select Step 6 Add Filters. Click on the Add a Filter Statement link. 2 For Field, enter Regular Pay Rate Description. 3 For Operator, leave the default value = (equal to). 4 For Compare with, leave the default value Value. 5 Click Select or Add Values, select Hourly, then Save. 6 Select Add. 7 Select Next ADP, LLC 2-22 W8004_ILT_ WFN80V01_0415

46 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS Activity: Formatting and Filtering a Report, Part 4 - Viewing the Report Step Action 1 For Default Format in Step 7 Run a Report, select HTML. 2 Select Run. 3 To view the report, click on the Report title when the status of the report shows that it is completed ADP, LLC 2-23 W8004_ILT_ WFN80V01_0415

47 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS Activity Results: Formatting and Filtering a Report 2015 ADP, LLC 2-24 W8004_ILT_ WFN80V01_0415

48 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS Module 2 Summary In this module, you learned how to: Plan a report Assess your reporting needs Sort and include totals in reports Build a custom report Format a report Create filters for a report Run a report 2015 ADP, LLC 2-25 W8004_ILT_ WFN80V01_0415

49 MODULE 2: PLANNING AND CREATING CUSTOM REPORTS Knowledge Check 1. Identify the correct sequence of steps to create a copy of a sample report that you can edit to meet your specific reporting needs. a. Click Run, rename the report, click Copy, and locate the sample report. b. Locate the sample report, click Copy, and rename the report. c. Locate the sample report, click Copy, click Run, and rename the report. d. Click Run, click Copy, locate the sample report, and rename the report. 2. Which report mode would you select when creating a report if you want to make it available to other practitioners in your company? a. Custom b. Private c. Public d. Sample 3. Which of the following Report wizard steps are required when creating a custom report? Select all that apply. a. Step 1 Name Your Report b. Step 2 Select Fields c. Step 3 Select Sort Order d. Step 4 Specify Totals e. Step 5 Select Format f. Step 6 Add Filters g. Step 7 Run a Report 2015 ADP, LLC 2-26 W8004_ILT_ WFN80V01_0415

50 Custom Reporting Basics for ADP Workforce Now Course Closing Automatic Data Processing, LLC ES Canada

51 COURSE CLOSING Support After Class Additional Online Resources ADP has multiple locations to access online resources: The ADP Client Service Centre: o The Bridge: o This is an online repository where clients can locate various types of information. This is an ADP sponsored online community for ADP clients to share knowledge, skills and have questions answered by client/adp within the community. Workforce Now Support Centre: o This is an online tool built directly into Workforce Now. The tool is designed to provide users with: Step-by-Step procedures Online documentation regarding a variety of subjects Learning Bytes on a variety of subjects Let's us take a look at how each of these valuable resources can be accessed. 2015ADP, LLC 3-1 W8004_ILT_WFN80V010415

52 COURSE CLOSING ADP Client Service Centre The ADP Client Service Centre is an online resource available to all ADP clients. Users can access a multitude of resources using this tool: The Year End service centre, including reference materials and forms Welcome Packages, training manuals, Learning Bytes and online registration Health Tracking Program for clients who have purchased ADP Benefits Online support and service options. Accessing and Navigating in the Client Service Centre Step Action 1 Use your Internet browser to log into 2 Select the Client Service Login, located in the upper-right corner of the page. 3 Enter your company code and address, and then select Login. Result: The Client Service Centre home page displays. 4 Let's locate the Workforce Now registration area within the Client Service Centre. Select the Learning Bytes link located under the title Training. Results: The Welcome to the Learning Bytes Library page appears, and the Learning Bytes section expands to display all products that have learning bytes. 2015ADP, LLC 3-2 W8004_ILT_WFN80V010415

53 COURSE CLOSING ADP Workforce Now Support Centre Users have access to this tool 24/7. This tool provides a variety of online tools: Step by Step instructional information. Learning Bytes (short 2-3 min instructional videos) on a variety of topics. Documentation providing the user with specific details about the topic searched. Accessing and Searching within the Workforce Now Support Centre Step Action 1 Select the Support link, located on the top right of the screen. 2 Type Performance into the search field, and then select Enter or the "Magnifying Glass" icon to begin the search. Result: All topics with Performance in them will display. 3 Review the available resources. IF you want to: Read documentation: View Step by Step instructions: View Learning Bytes: THEN: Select Documentation, then select topic Select Knowledge, then select topic Select Training, then select topic 4 For this activity select the Training tab and select the Starting a Performance review. Results: A second window will open and the learning byte will play. 5 When completed, select the Support icon again to close. 2015ADP, LLC 3-3 W8004_ILT_WFN80V010415

54 COURSE CLOSING The Bridge The Bridge is sponsored by ADP, and is an exclusive online community for ADP clients. This community connects HR and payroll practitioners from across Canada and provides an environment where users can ask questions, find answers, and network with peers. The community is free, always available, and is an excellent resource for support on a variety of subjects. Benefits to Registering for the Bridge: Allows payroll practitioners and HR professionals like you to connect, engage and share information in an easy-to-use, fully accessible online forum. Acts as an additional resource for support, frequently asked questions and information for ADP clients of all sizes using all products. Always on, for 24/7/365 access anywhere in Canada. Easy to use. Accessing and Registering for the Bridge Step Action 1 Use your Internet browser to log into 2 Select the Client Service Login, located in the upper-right corner of the page. 3 Enter your company code and address, and then select Login. 4 Select The Bridge, from the menu on the left. Result: An overview of what the bridge is displays. 5 Click the Visit The Bridge link located at the bottom of the overview to register. The Bridge Registration/Login Page 2015ADP, LLC 3-4 W8004_ILT_WFN80V010415

55 COURSE CLOSING Course Closing Summary In this course you learned to use the basic features of Custom Reports to generate custom, ad hoc reports. Course Objectives You are now able to: Explore Custom Reports Use Sample Reports Plan and Create Custom reports Build More Robust Reports Training Evaluation Thank you for attending this course, we look forward to seeing you in the future. Your feedback is vital to continuous improvement. Please take a moment to complete our short evaluation so that we can continue to provide you with high quality training programs. 2015ADP, LLC 3-5 W8004_ILT_WFN80V010415

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