Time & Attendance Supervisor Basics for ADP Workforce Now. Automatic Data Processing, LLC ES Canada

Transcription

1 Time & Attendance Supervisor 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, Inc. 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 Table of Contents Module 1: Time & Attendance Supervisor Basics for ADP Workforce Now Course Introduction Course Purpose Course Objectives Course Agenda.1-2 Introducing ADP Workforce Now Time & Attendance Overview The Time & Attendance Cycle The Employee s Role The Supervisor s Role The Practitioners s Role The ADP Workforce Now User Interface Overview Explore: Navigation Elements Time Entry Overview Explore: Time Entry Methods Hosted Timeclock Editing Timecards Overview What Are Timecard Exceptions? Explore: The Individual Timecard Page Activity: Adding Missed Punches Activity: Inserting a New Row Activity: Deleting a Row Activity: Editing Hours Activity: Correcting Department Transfers Scheduling Employees Overview Types of Schedules Overview of the Schedule Editor Explore: The Schedule Editor Activity: Assigning a Schedule Template to Multiple Employees Activity: Editing an Employee s Schedule ADP, LLC iii W011_ILT_WFN80V01_0415

4 Preparing for Payroll Processing Overview Fixing Exceptions Activity: Fixing Exceptions by Employee Activity: Fixing Exceptions by Type Activity: Approving Total Hours Worked Activity: Approving Individual Timecards Reports Overview Frequently Run Reports Report Types and Descriptions Explore: Reports Activity: Locating a Report Activity: Saving a Report Activity: Viewing Report Output Knowledge Check Brief Brief Summary Module 2- Course Closing Support After Class Additional Online Resources ADP Client Service Center Workforce Now Support Center The Bridge Course Closing Summary Course Objectives Training Evaluation ADP, LLC iv W011_ILT_WFN80V01_0415

5 Time & Attendance Supervisor Basics for ADP Workforce Now Module 1: Time & Attendance Supervisor Basics Automatic Data Processing, LLC ES Canada

6 Course Introduction Couse Purposes This course has been designed to provide you with the knowledge and hands on experience required to be comfortable using the Time & Attendance Supervisor Basics for ADP Workforce Now Course Objectives Upon completion of this course, you will be able to: Outline the Time & Attendance Process Flow Enter Time Edit Time Cards Assign or modify employee schedules Prepare for Payroll Processing Utilize Reports ADP, LLC W011_ILT_WFN80V01_0415

7 Course Agenda The course will include the following topics: 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 they works together to create a complete solution. In addition, ADP provides three different online resource tools that are designed to support your learning after class. You will explore the following topics: Module Module1 Module 2 Topics Introducing ADP Workforce Now Time & Attendance The ADP Workforce Now User Interface Time Entry Editing Timecards Scheduling Employees Preparing for Payroll Processing Reports Knowledge Check Brief Support after Class Course Closing ADP, LLC W011_ILT_WFN80V01_0415

8 Introducing ADP Workforce Time & Attendance Overview ADP Workforce Now Time & Attendance simplifies the job of collecting your employees time and attendance information and moving it quickly and accurately through the payroll process. The Time & Attendance Process Flow The following illustration shows each stage of the Time & Attendance Process Flow: Stages and Descriptions Stage Description 1 After the new payroll cycle starts, employees enter their time data in Time & Attendance, and the timecard punches are collected. The application applies rules, totals hours, calculates overtime, and highlights missed punches and other exceptions as per client requirements. 2 Time & Attendance supervisors review and edit time information and generate reports. 3 Time Practitioner checks pending events, payroll & time pair related exceptions, checks payroll export then locks pay period (so no further entries can be made to Time & Attendance data). 4 The Payroll Practitioner receives the pay and punch detail files and submits the payroll to ADP. 5 ADP processes the payroll file and the output including checks, vouchers, and reports to the Payroll practitioner. 6 Payroll Practitioner verifies the information and then starts a new payroll cycle in Payroll. 7 Practitioner can now move to a new pay period in Time & Attendance ADP, LLC W011_ILT_WFN80V01_0415

9 The Employee s Role The employee: Enters own time (if applicable) or clocks in using ADP time clock Views own time sheet, schedule, and personal and attendance information Enters own supplemental earnings (if applicable) The Supervisor s Role The supervisor: Edits timecards Assigns employee schedules (if applicable) Approves employee timecards and time off requests (if applicable) Generates reports The Practitioner s Role The practitioner: Creates schedules (if applicable) Edits employee timecards Maintains employee information Generates reports Prepares Time & Attendance data for payroll processing ADP, LLC W011_ILT_WFN80V01_0415

10 The ADP Workforce Now User Interface Overview In this topic, you will take a short tour of the ADP Workforce Now user interface. You have easy access to the Time & Attendance pages using the menus. Explore: Navigation Elements Elements and Descriptions Element Myself menu My Team menu Reports menu Message Center Description ADP, LLC W011_ILT_WFN80V01_0415

11 Time Entry Overview ADP Workforce Now provides two basic tools for recording time for employees logging in to the application: Clocking buttons that you click to create time-stamped records that indicate when you started and stopped working An electronic time sheet on which you can record your worked time and some types of non-worked time (such as vacation or illness) Explore: Time Entry Methods Overview ADP Workforce Now supports four methods in which employees can record the hours they have worked. Your ADP representative will work with you to determine the method best suited to your company s payroll requirements. Methods and Descriptions Method Clocking Time-Based Hours-Based View Only Description Employees clock in and clock out using the buttons in ADP Workforce Now or use a data-collection device. Employees can view their timecards. Employees enter their in and out times on their timecards (if applicable). Employees may use a clock (or another data-collection device) to enter their hours. Employees can edit their timecards. Employees enter their hours on their timecards. Employees may use a clock (or another data-collection device) to enter their hours. Employees can edit their timecards. Employees can use only a clock (or another data-collection device) to enter their time. Employees can view their timecards only ADP, LLC W011_ILT_WFN80V01_0415

12 Additional Information Clock in and out times are based on ADP's system clock. This means that even if an employee uses different computers to clock in or out, both times are based on the same clock, ensuring that total recorded working time is accurate. For ease of use, clocking buttons are located in several places. Confirm with your practitioner which of the following locations are available to your employees: Myself > My Time Entry ADP Workforce Now Home page (optional) The Web-Clocking (kiosk) page (optional) Employees use a clock (or another data-collection device) to enter their time, can only view their timecards ADP, LLC W011_ILT_WFN80V01_0415

13 Editing Timecards Overview One of your more important tasks is to edit your employees' timecards to make corrections on a daily basis and to fix exceptions. What Are Timecard Exceptions? A timecard exception is generated when you attempt to process a time pair that does not meet certain expectations or requirements. There are many exceptions that can be set up at the implementation phase or while working in the service world. These will depend on the setup decided. Examples The timecard is missing supervisor approval. The timecard is missing hours. The timecard is missing an in or out punch. The employee has clocked out early or late. The number of hours in the schedule does not match the number of hours worked. Processing Symbols and Descriptions Timecard exceptions are identified by symbols. The severity of a timecard exception is indicated by one of the following three symbols: Symbol Description You must resolve exceptions marked with the Error icon before the payroll can be processed. Exceptions marked with the Warning icon do not have to be resolved. Note: Supervisor approvals can be required. This means that supervisor approvals, which are still indicated with a Warning icon, must be recorded before payroll can be processed. Your ADP representative can change the severity off an error. Exceptions marked with the Message icon do not require action before the payroll can be processed Best Practice You should clear exceptions on a daily basis. You ll receive a notification in the Message Center when an exception is generated. You can also receive s if you have chosen that option from the preferences ADP, LLC W011_ILT_WFN80V01_0415

14 Explore: The Individual Timecard Page Starting Point: My Team > Time & Attendance > Individual Timecard ADP, LLC W011_ILT_WFN80V01_0415

15 Elements and Descriptions Element Timecard tab Totals tab Schedule Tab Supplemental Earnings tab Time Off Balances Preferences Legend Description Review, edit, and approve individual employee timecards and handle exceptions. The Individual Timecard combines employees with exceptions and exceptions by type on a single grid. Timecard information is totaled by week and pay period with the option to display the hours in a daily or cumulative view. Tabs to access totals, time off balances, and schedules. Timecard and row menus to complete tasks. Displays employee totals for the time period by pay code or by week. The default view is Display Totals by Pay Code. You can point to a pay code to view the pay code and pay code description. Rate masking (XXXXX) is applied to dollars. If schedules are enabled for your company, you can click the Schedule tab to view the employee s schedule displayed in blue below the employee s In Out times. This allows you to compare the worked time to the scheduled time. The schedules display in blue and are read-only. You can edit timecard transactions from the Schedules page. Shows the supplemental pay sources and their corresponding codes Shows the available balance for each time off policy defined Allows you to specify how the Individual Timecard is displayed Shows the visual indicators and their associated meanings: ADP, LLC W011_ILT_WFN80V01_0415

16 Advanced Searching In addition to a basic search, there are more advanced options for filtering and searching in ADP Workforce Now. Time & Attendance Supervisor Search Fields Last Name Position ID Company Code File # Home Department Status Rate Type Job Title Pay Class - Time & Attendance Time & Attendance Supervisor Adding Search Fields You can add other Time & Attendance fields to the employee Search Options page by clicking Edit Search Fields and selecting the fields you wish to add. All of the Time & Attendance specific fields contain the words Time & Attendance so you can easily identify them ADP, LLC W011_ILT_WFN80V01_0415

17 Demonstration: Part 1-Adding Missed Punches We will now demonstrate the process of adding missed punches. Scenario: On the first Tuesday, Edward Bonner punched out for lunch at 12:15 p.m., but he forgot to punch in when he returned. He left the office at 4:21 p.m. We need to correct the second time pair to reflect the return from lunch and his end-of-day punch out. Activity: Adding Missed Punches Starting Point: My Team > Time & Attendance > Individual Timecard Step Action 1 On the Employee ID bar, click the magnifying glass icon and select the employee. Result: The employee s timecard is displayed. 2 In the row with the missing punch, under the In-Out column in the In field, click the punch 4:21 PM and then right-click select Insert Time. Result: The time automatically moves to the Out field in the same row. 3 In the In field, enter the time the employee returned from lunch 1245p and press Tab ADP, LLC W011_ILT_WFN80V01_0415

18 Demonstration: Part 2- Inserting a New Row: We will now demonstrate the process of inserting a new row. Scenario: Next, we're going to add the missing punches for the first Wednesday. Activity: Part 2-Inserting a New Row This activity carries on from the previous exercise. Step Action 1 On the Employee ID bar, click the magnifying glass icon and select the employee. Result: The employee s timecard is displayed. 2 In the row with the missing punch, in the Out field, enter 1245p, which is the time the employee left for lunch. 3 In that same row, scroll to the left of the row, click the Timecard icon, and select Add Blank Row. Result: A blank row is inserted for that day. The Timecard icon changes as shown in the following graphic to indicate that the row is modified. 4 In the second row for that day, in the In field, enter 145p, which is the time the employee returned from lunch 5 In the Out field, enter 6p, which is the time the employee left for the day and press Tab ADP, LLC W011_ILT_WFN80V01_0415

19 Demonstration: Deleting a Row We will now demonstrate the process of deleting a row. Scenario: On the second Monday of the pay period, Edward punched out for the day and as he was leaving, a coworker asked him for help. He stayed to assist on a project and then punched out again when he left. This punch generated a new row with just the punch out time. You need to delete the row that was generated when Edward punched out the first time. Activity: Deleting a Row Starting Point: My Team > Time & Attendance > Individual Timecard Step Action 1 On the Employee ID bar, click the magnifying glass icon and select the employee. Result: The employee s timecard is displayed. 2 In the first row for the day with the extra punch, in the Time Out field, click the Timecard icon at the beginning of the row, and select Delete Row. Result: The row is deleted and an Operation Successful message is displayed at the bottom of the page. 3 Click Save and then click OK. Result: The second row is removed and an Operation Successful message is displayed. The Saving Timecard window along with a progress indicator is displayed while the Timecard is being updated ADP, LLC W011_ILT_WFN80V01_0415

20 Demonstration: Editing Hours We will now demonstrate how to edit hours. Scenario: Peter Biggins took the first Friday off using his personal hours. Activity: Editing Hours Starting Point: My Team > Time & Attendance > Individual Timecard Step Action 1 On the Employee ID bar, click the magnifying glass icon and select the employee. Result: The employee's timecard is displayed. 2 In the row for first Friday, in the Hours field, type 8. 3 In that same row, double-click in the Pay Code field, click the magnifying glass and select Personal. 4 Click the Timecard icon. 5 Click Add Note. 6 In the Note window, write Peter took the day off using his personal hours. Note: You can choose to let employees view any notes you enter. 7 Select Row in the Apply Note to field. 8 Select Enter Custom Note for the Reason field. 9 Click OK, and click Save ADP, LLC W011_ILT_WFN80V01_0415

21 Demonstration: Correcting Department Transfers Part 1-Hours-Based Employee We will now demonstrate how to correct department transfers for hours-based employee. Scenario The first Tuesday, Peter Biggins worked in the Customer Service department for the last four hours of the day, from 2:00 pm to 6:00 pm. Let's assign those hours to the correct department. Activity: Correcting Department Transfers Part 1-Hours-Based Employee Starting Point: My Team > Time & Attendance > Individual Timecard Step Action 1 On the Employee ID bar, click the magnifying glass icon and select the employee. Result: The employee's timecard is displayed. 2 In the row for the first Tuesday, click the Timecard icon, and then click Copy Row. 3 In the first row, type 4 in the Hours column. 4 In the second row, type 4 in the Hours column. 5 Click in the Department field. 6 Click the magnifying glass icon and then select the department code Click Save ADP, LLC W011_ILT_WFN80V01_0415

22 Demonstration: Correcting Department Transfers Part 2-Time-Based Employee We will now demonstrate how to correct department transfers for Time-Based employee. Scenario: On the second Friday of the pay period, Edward Bonner worked in his home department until 2:00 p.m. Then he worked the rest of the day in the Customer Service department. Activity: Correcting Department Transfers Part 2- Time-Based Employee Starting Point: My Team > Time & Attendance > Individual Timecard Step Action 1 On the Employee ID bar, click the magnifying glass icon and select the employee. Result: The employee's timecard is displayed. 2 In the first row for Friday, click the Timecard icon, and then click Copy Row. Result: A second row is added for that day with the details copied from the previous row. 3 In the first row for Friday, in the Out field, type 2p and press Tab. Result: The Hours column is automatically updated. 4 In the second row for Friday, in the In field, type 2p and press Tab, and in the Out field, type 6p and press Tab. 5 Click in the Department field, and click the magnifying glass icon, and then click the Click Save ADP, LLC W011_ILT_WFN80V01_0415

23 Scheduling Employees Overview A schedule contains information about a typical workday for an employee. A schedule could include details such as start and stop times, the time allocated for lunch, and pay codes. Schedules can include worked time. Types of Schedules You can work with two types of schedules: Shift Use to assign a schedule to one or more employees only for specific days Schedule Template Use to assign a repeatable schedule to one or more employees for multiple days Overview of the Schedule Editor The Schedule Editor consists of two tabs: the Shifts tab and the Templates tab. You use the Shift tab to: Change information for individual or multiple shifts at the same time Sort the employee list on various criteria Edit individual cells in the shift schedule ADP, LLC W011_ILT_WFN80V01_0415

24 The default view of the scheduling grid includes start and end times and total hours but can be changed to include labor charges and other column totals. The Templates tab allows you to create and manage schedule template, as well as edit your own schedule based on user access permissions. Schedule templates can be made public or private ADP, LLC W011_ILT_WFN80V01_0415

25 Explore: The Schedule Editor Elements and Descriptions Element Schedules tabs Date Range fields Individual Shift Schedule Template Daily Totals row Description ADP, LLC W011_ILT_WFN80V01_0415

26 Demonstration: Assigning a Schedule Template to Multiple Employees We will now demonstrate how to assign schedule template to multiple employees. Scenario: Starting today, let's assign John Barry and Aimee Carriere to a full-time 8:30 a.m. to 4:30 p.m. schedule template. Activity: Assigning a Schedule Template to Multiple Employees Starting Point: My Team > Time & Attendance > Schedules Step Action 1 Click the Templates tab. 2 In the Schedule Template field, click the magnifying glass, and select one of the available templates. Note: Of the six available templates, do NOT use Flexible because it is 8:30 am to 3:30 pm. 3 Click in the Start Week field, leave the default value of 1. 4 Enter a Start Date. Leave the End Date field blank. 5 To select an employee, click the employee's name. Hold down the shift or CTRL key to select multiple employees. Let's select John Barry and Aimee Carriere. 6 Click Apply. Result: The schedule template is assigned to the selected employees. Note: If you want to edit the schedule template assignment, select Edit for the Action field beside the Schedule Template field. You can edit the Start Week, Start Date, and End Date fields and then apply the changes ADP, LLC W011_ILT_WFN80V01_0415

27 Demonstration: Editing an Employee's Schedule We will now demonstrate how to edit an employee's schedule. Scenario: Next Wednesday, Edward Bonner needs to work in the Learning and Development department from 10 a.m. to 6 p.m. Let's edit his schedule to reflect this schedule change. Activity: Editing an Employee's Schedule Starting Point: My Team > Time & Attendance > Schedules > Shifts Tab Step Action 1 In the employee's row, double click the cell for next Wednesday. 2 In the In field, type 10a. The value is automatically saved when you click outside the field. 3 In the Out field, type 6p. The value is automatically saved when you click outside the field. 4 To edit the department, double click a cell. The fields above are automatically populated. You can change the following fields: Start Time End Time Hours Pay Code Lunch Plan Department ADP, LLC W011_ILT_WFN80V01_0415

28 Preparing for Payroll Processing Overview After a pay period has ended, your practitioner must complete a number of tasks to prepare the data for payroll processing and close the pay period. Then, your practitioner must move to the next pay period and move the data in the current pay period into an archive, where it can no longer be edited. Your responsibilities at the end of the period include the following tasks: Checking employee timecards for errors, known as fixing exceptions Making final edits Approving timecards Approving time off requests Fixing Exceptions You can locate timecard exceptions in two ways: by employee and by type of exception. On the Timecard Exceptions page, you can view, note, and resolve exceptions that have been generated by the application. Starting Point: My Team > Time and Attendance > Timecard Exceptions ADP, LLC W011_ILT_WFN80V01_0415

29 Demonstration: Fixing Exceptions by Employee We will now demonstrate how to fix exceptions by employee. Scenario: There are several exceptions on Adeline's timecard. You will be able to view all of the error exceptions that must be fixed, and fix them from the same page. Instructions Starting Point: My Team > Time & Attendance > Timecard Exceptions Step Action 1 Select one of the error exceptions highlighted in red for Adeline Ancel. Result: The Timecard Exceptions page is displayed for Adeline categorized by exception type. 2 Click the Missing Out Punch tab. 3 In the Out cell, type 430p. (Monday) Note: If you right click instead, you can select Used Scheduled Out Time 4:30 pm. This option only works on the first Out field. 4 Click Save ADP, LLC W011_ILT_WFN80V01_0415

30 Demonstration: Fixing Exceptions by Type We will now demonstrate how to fix exceptions by type. Scenario: Edward Bonner forgot to punch out one day. You must fix this type of timecard exception so that payroll can be processed. Activity: Fixing Exceptions by Type Starting Point: My Team > Time & Attendance > Timecard Exceptions Step Action 1 Click an exception highlighted with a red error for Edward Bonner. 2 To edit the cell, double-click in the Out field. ( for Wednesday) 3 Type 5p. Note: If you right click instead, you can select Used Scheduled Out Time. 4 Click Save. Note: To view Edward's individual timecard, click on the link for his name ADP, LLC W011_ILT_WFN80V01_0415

31 Demonstration: Approving Total Hours Worked We will now demonstrate how to approve total hours worked. Scenario: Resolve all other exceptions and approve timecards as a last step. Activity: Approving Total Hours Worked Starting Point: My Team > Time & Attendance > Timecard Exceptions > Totals Summary tab Step Action 1 In the Supervisor Approval column, select one employee or multiple employees. Note: To approve timecards for all of the listed employees at once, select the Supervisor Approval column header check box. 2 Click Save. Result: The selected employees timecards are approved, and an Operation Successful message is displayed ADP, LLC W011_ILT_WFN80V01_0415

32 Demonstration: Approving Individual Timecards We will now demonstrate how to approve individual timecards. Scenario: Now let's approve the individual timecard for Edward Bonner. Activity: Approving Individual Time Pairs Starting Point: My Team > Time & Attendance > Timecard Exceptions > Timecard Exceptions tab Step Action 1 Fix all of the timecard exceptions identified for Edward Bonner. 2 Click the link for Edward Bonner's name. 3 Click the Approve Timecard button in the upper-right corner. This button remains greyed out until you fix all of the timecard exceptions. Result: The employee s timecard is approved, and the icon in the upper-right corner changes to approved with a green checkmark beside it ADP, LLC W011_ILT_WFN80V01_0415

33 Reports Overview In this topic, you will look at the standard reports that ADP has provided, how the reports are organized, and how you can edit the reports to meet your needs Frequently Run Reports Reasons to Run a Report You would frequently run reports to check: Employee timecards Exceptions to schedules Employee accrual balances Daily schedules Department allocations Employee overtime ADP, LLC W011_ILT_WFN80V01_0415

34 Report Types and Descriptions Type My Team Actual vs. Scheduled Hours My Team Approaching Weekly Overtime My Team Daily Schedule My Team Department Detail My Team Department Summary My Team Employee Daily Totals My Team Employee Rates My Team Employee Total Hours My Team Punch Source My Team Timecard My Team Timecard Detail with Signature My Team Timecard Exception My Team Timecard with Payroll Description Provides the details on the difference between the actual time employees worked and the time they were scheduled to work. This report is available in three formats: Employee Summary, Employee Detail, and Worked/Non-Worked Summary. Provides a list of employees whose hours have reached a specified limit. The report can also list employees who have not reached the specified limit. Provides detailed start and stop times by employee Provides employee hours by worked department Provides a summary of hours worked by department Provides a complete breakdown of employee hours and dollars by earnings code on a daily basis. Use it to review subtotals for each employee for the chosen time frame. Provides a list of employee rates Provides a complete breakdown of employee hours and estimated wages by department and earnings code Provides detailed timecard information grouped by the source of the in punch Provides a detailed timecard report for each employee Provides a timecard report with signature line for each employee Provides a list of timecard exceptions by employee Provides a complete record of each employee s timecard, including the daily payroll totals. It includes actual time pair totals, daily payroll totals, and the payroll summary on a single report ADP, LLC W011_ILT_WFN80V01_0415

35 Explore: Reports Overview Reports make it easy for you to view, save, print, and download various sets of formatted data. Elements and Descriptions Element Team tab My Reports tab Output tab Description ADP, LLC W011_ILT_WFN80V01_0415

36 Demonstration: Locating a Report We will now demonstrate how to locate and run a report. Overview Reports always reflect current data at the time the report is run. By running the report, you can save a record or snapshot of the report data at a specific point in time. Scenario: You want to locate a report that shows the timecard exceptions for all employees who work in the Eastern time zone. Activity: Locating a Report Starting Point: Reports > My Team Reports > Time & Attendance Step Action 1 Next to the report you would like to run, click the Action icon and select Run. 2 In the Timeframe list, select Current Pay Period. 3 To filter data by a field, under Create a New Filter, in the Select Field list, select Time Zone. 4 In the Qualifier field, select Equals. 5 In the Selected Values field, click the Plus sign button. 6 On the Lookup page, select EST 7 Click Submit 8 Click Add Filter. 9 In the Report Output field, select the file format. For this activity, we will choose PDF ADP, LLC W011_ILT_WFN80V01_0415

37 Demonstration: Saving a Report We will now demonstrate how to save a report Scenario: You need to save the report from the previous activity Activity: Saving a Report This activity carries on from the previous exercise Step Action 1 Click Save As. 2 In the Report Name field, type Employee Total Hours Report- Overtime for This Month. 3 In the Report Title field, type Employee Total Hours Report- Overtime for This Month.. Note: The title that you enter will display at the top of your report. 4 In the Report Description field, enter a brief description, for this activity we will type: Employee Total Hours Report- Overtime for This Month. 5 Select Run. 6 Click Save. Result: The Output tab displays. Additional Information My Reports are private; if you save a My Report, it will be available only to you to run in the future. If you want to update the report criteria on a report you have saved, access the My Reports tab and click the report name ADP, LLC W011_ILT_WFN80V01_0415

38 Demonstration: Viewing Report Output We will now demonstrate how to view report output. Scenario: After you save the report, the Output tab displays automatically. Let's view the report output. Activity: Viewing Report Output Starting Point: Reports > Team Reports > Time & Attendance Step Action 1 Select the Output tab. 2 Locate the report and click the Action icon. 3 Select View As the format that you chose when you created the report ADP, LLC W011_ILT_WFN80V01_0415

39 Knowledge Check 1. Which of the following are types of exceptions? Select the best response. a. Missing supervisor approval b. Missing out punch c. Clocked out early d. All of the responses 2. How can you tell when a timecard has an error? Select the best response. a. The processing symbol indicates an error. b. The Red stop can stop your payroll from processing. It has to be addressed and resolved before the payroll can be moved forward. c. The Yellow warning flag indicates that something must be corrected. d. If you require supervisor authorizations on all your Time, and you are at the end of the pay period, as the administrative practitioner, you take your Time & Attendance Data and you create your payroll files and send it to payroll, at that point, the assumption is all the punches that were in Time & Attendance, have been approved. 3. An example of a Schedule Template is: Edward Bonner will work from 9:00 a.m. to 5:00 p.m. Monday through Thursday. Edward's practitioner will create the 9:00 a.m. to 5:00 p.m. template schedule, and his supervisor will assign the schedule to him. a. True b. False 4. You would frequently run reports to check: a. Employee timecards b. Exceptions to schedules c. Department allocations d. Employee overtime e. All of the above responses are correct ADP, LLC W011_ILT_WFN80V01_0415

40 Module 1: Debrief 1. How comfortable do you feel about The Time & Attendance Process Flow? 2. What are some important points you remember about Timecards? 3. How would you summarize what we've just discussed? Summary In this module the following topics have been explored: Outlining the Time & Attendance Process Flow Entering Time Editing Time Cards Scheduling Employees Preparing for Payroll Processing Utilizing Reports ADP, LLC W011_ILT_WFN80V01_0415

41 Time & Attendance Supervisor Basics for ADP Workforce Now Module 2: Course Closing Automatic Data Processing, LLC ES Canada

42 MODULE 2: 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 ADP, LLC 2-1 W011_ILT_WFN80V01_0415 3

43 MODULE 2: 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 ADP, LLC 2-2 W011_ILT_WFN80V01_0415 5

44 MODULE 2: COURSE CLOSING 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 Learning, then select topic 4 For this activity select the Learning 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 ADP, LLC 2-3 W011_ILT_WFN80V01_0415 7

45 MODULE 2: 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 ADP, LLC 2-4 W011_ILT_WFN80V01_0415 9

46 MODULE 2: COURSE CLOSING Course Closing Summary This course prepared you to use ADP Workforce Now in order to maintain employee time and attendance information and perform various tasks to create, update and process time information. Course Objectives You now have the skills to: Outline the Time & Attendance Cycle Enter Time Edit Time Cards Schedule Employees Prepare for Payroll Processing Utilize Reports Access Support after Class 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 ADP, LLC 2-5 W011_ILT_WFN80V01_