What s New in Payroll

Transcription

1 ADP Workforce Now What s New in Payroll Handout Manual V WFN71

2 ADP Trademarks The ADP logo and ADP are registered trademarks of ADP, LLC. ADP Workforce Now is a registered trademark of ADP, LLC. In the Business of Your Success SM is a service mark 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 and Excel 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. Copyright ADP, LLC. ADP Proprietary and Confidential - All Rights Reserved. These materials may not be reproduced in any format without the express written permission of ADP, LLC. ADP provides this publication as is without warranty of any kind, either express or implied, including, but not limited to, the implied warranties of merchantability or fitness for a particular purpose. ADP is not responsible for any technical inaccuracies or typographical errors which may be contained in this publication. Changes are periodically made to the information herein, and such changes will be incorporated in new editions of this publication. ADP may make improvements and/or changes in the product and/or the programs described in this publication at any time without notice.

3 What s New in Payroll for ADP Workforce Now Technical Assistance Microsoft Office Live Meeting support: Global Crossing Ready-Access audio conferencing: Webinar Information Print the materials. Refer to the instructions in your confirmation message. The conference call line will be muted during the webinar to enhance audio quality. V WFN71

4 What s New in Payroll for ADP Workforce Now

5 Navigating Live Meeting 3

6 Feedback Use the Feedback menu to provide feedback to the instructor. The color of the box beside your name in the Attendees list indicates your selection. 4

7 Questions and Answers If you need to communicate with the instructor, enter your question in the Questions and Answers pane and click Ask. 5

8 Agenda Introduction The Payroll Cycle Page Starting the Payroll Cycle Entering New Hires and Employee Changes Entering Paydata and Verifying Input Calculating and Submitting Your Payroll Previewing and Finalizing Your Payroll Manual Checks Custom Business Rules Course Closing 6

9 The Payroll Cycle Page Overview In this topic, we will discuss the enhancements to the Payroll Cycle page. 7

10 Changes to the Payroll Cycle Page The new design of ADP Workforce Now allows you to complete your payroll tasks quickly and accurately. The Create Payroll File and Submit Files for Processing steps are now combined into a single step. This new step allows you to verify your entries at a glance before you calculate your payroll. 8

11 Payroll Cycle Quick Reference Card Support > Support Center Web Site > Payroll > Documents > Quick References 9

12 Viewing and Monitoring Status during the Payroll Cycle 10

13 Single-Click Access to the Payroll Schedule 11

14 Starting the Payroll Cycle Overview In this topic, we will discuss how to start the payroll cycle for a single company code or for multiple company codes. 12

15 How to Start a New Payroll Cycle Learning Byte Available 13

16 How to Start a New Payroll Cycle (Continued) Learning Byte Available You can click the search (magnifying glass) icon to select a different company code. You can start a new cycle for the active company. 14

17 Entering New Hires and Employee Changes Overview In this topic, we will discuss adding new hires and entering employee changes. 15

18 Adding New Hires Learning Byte Available 16

19 Entering Employee Changes Learning Bytes Available 17

20 Entering Employee Changes (Continued) Learning Bytes Available 18

21 Entering Employee Changes (Continued) Learning Bytes Available 19

22 Local Tax Codes Lookup This new feature allows you to do the following: Find or verify a local tax code. Verify that an address is accurate and complete to return applicable tax codes. 20

23 Effective-Dated Records Previous Version New Version You can search for information on effective- dated changes by using the Other Records field. 21

24 Field History Icons Previous Version New Version 22

25 What Questions Do You Have? 23 23

26 Entering Paydata and Verifying Input Overview In this topic, we will discuss entering paydata and verifying input. 24

27 Entering Paydata Learning Byte Available 25

28 Entering Paydata (Continued) Learning Bytes Available 26

29 Retaining and Archiving Paydata Batches You can still archive paydata batches that you use periodically. You then copy the archived batch for a particular pay period. Learning Bytes Available You can retain paydata batches that you use every pay period so that you do not need to recreate them each pay period. They will be automatically ti available to you the next pay period. 27

30 The New Verify Input Step Verify Input Views Verify your entries at a glance at any point during the payroll cycle. Online views contain your latest updates in real time. Standard Reports All standard reports are available by selecting Reports > Standard Reports. Information that you enter after running standard reports will not be included unless you rerun the reports. Online views are available at any time. You can print and export standard reports at any time. Online views are limited to the currently selected company code. You can view and print information for multiple company codes. 28

31 Verifying Input Learning Byte Available The Verify Input page is displayed, with Cycle Totals selected by default. 29

32 Paydata Summary View 30

33 Exporting Verify Input Views 31

34 What Questions Do You Have? 32 32

35 Calculating and Submitting Your Payroll Overview In this topic, we will discuss calculating and submitting your payroll. 33

36 How to Calculate the Preview Payroll Learning Byte Available 34

37 How to Calculate the Preview Payroll (Continued) You can also calculate the Preview Payroll from the Verify Paydata Batch Totals page after you have entered the batches and you are certain that your entries are accurate. 35

38 Previewing and Finalizing Your Payroll Overview In this topic, we will discuss how to preview and finalize your payroll information. 36

39 Using Preview Results 37

40 Standard Preview and Real-Time Preview Task Standard Preview Real-Time Preview Submitting and You send the payroll file to ADP, Your calculated payroll information receiving the Preview and ADP makes it available again is returned in real time in seconds. Payroll for you to preview. Reviewing payroll You review Preview Payroll results information o as separate ate PDF reports. Making corrections You reject the payroll, submit the changes, and wait for the recalculation. Online views allow you to do the following: oo View payroll summary information, detailed results, and correction notices. Expand and collapse categories of information as needed. Click on message and warning links in the context of the report information. Export information. You click the Make Corrections button, make your updates, and instantly view the results. 38

41 Preview Results: Standard Preview Previous Version Learning Byte Available New Version All other Standard Preview tasks remain unchanged. 39

42 Preview Results: Real-Time Preview Learning Byte Available 40

43 Viewing Messages on the Preview Results Page 41

44 Making Corrections 42

45 Exporting Online Views 43

46 Accepting and Finalizing the Payroll 44

47 What Questions Do You Have? 45 45

48 Manual Checks Overview In this topic, we will discuss the enhancements to manual checks. 46

49 Creating Manual Checks Learning Bytes Available 47

50 Creating Manual Checks (Continued) Learning Byte Available If this check contains multiple distributions, you can view each here. You can easily add another distribution to this check. The Gross to Net Summary section will reflect your entries, giving you an up-tothe-minute view of the check totals. 48

51 Selecting Multiple Employees for Manual Checks 49

52 Creating Manual Checks Using QuickCalc Learning Byte Available Use the View button to enter request information or review calculate results. Calculate & Next will submit this employee s QuickCalc request to ADP for processing and move you to the next employee record in the working list. The working list enables you to easily move between requests, submit multiple requests for calculation, and save multiple requests as manual checks. 50

53 Automatically Populating QuickCalc Requests 51

54 Automatically Populating QuickCalc Requests (Continued) 52

55 Other Manual Check Enhancements Leaning Byte Available Ability to print on blank check stock You must first set up certain validation tables. Ability to import manual check information i using an XML or a CSV file format 53

56 Custom Business Rules Overview In this topic, we will discuss how to use custom business rules to enforce your company s payroll policies. 54

57 Benefits of Custom Business Rules You can use custom business rules to enforce your company s payroll policies at a high level. 55

58 Available Custom Business Rules You can access the available custom business rules by selecting Setup > Tools > Custom Business Rules. 56

59 What Questions Do You Have? 57 57

60 Key Points to Remember The new design of ADP Workforce Now allows you to quickly and accurately complete your payroll tasks. Local Tax Codes Lookup is a new feature that enables you to find or verify a local tax code. You can select the Verify Input step to create an up-to-theminute snapshot view of your data at any point during the payroll cycle. You can create manual checks and QuickCalc requests for multiple employees at one time. You can create custom business rules to enforce your company s payroll policies. i 58

61 Additional Resources For more information about payroll tasks, see the following resources: ADP Workforce Now News page Online Help ADP Support Center Payroll Cycle Quick Reference Card (available on the ADP Support Center) Learning bytes (available at WFN4/80309coursemenu.htm) 59

62 Additional Resources (Continued) For more information about the other topics mentioned in this session, see the following courses: Using Time Off for ADP Workforce Now What s New in Company and Employee Maintenance for ADP Workforce Now Importing Data in ADP Workforce Now or Importing Data in ADP Workforce Now for Enhanced Time and Attendance What s New in Reporting for ADP Workforce Now 60