ADP Workforce Now What s New in Payroll Handout Manual V09221480709WFN71
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What s New in Payroll for ADP Workforce Now Technical Assistance Microsoft Office Live Meeting support: 1-866-493-2825 Global Crossing Ready-Access audio conferencing: 1-800-788-6092 Webinar Information Print the materials. Refer to the instructions in your confirmation email message. The conference call line will be muted during the webinar to enhance audio quality. V09221480709WFN71
What s New in Payroll for ADP Workforce Now
Navigating Live Meeting 3
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
Questions and Answers If you need to communicate with the instructor, enter your question in the Questions and Answers pane and click Ask. 5
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
The Payroll Cycle Page Overview In this topic, we will discuss the enhancements to the Payroll Cycle page. 7
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
Payroll Cycle Quick Reference Card Support > Support Center Web Site > Payroll > Documents > Quick References 9
Viewing and Monitoring Status during the Payroll Cycle 10
Single-Click Access to the Payroll Schedule 11
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
How to Start a New Payroll Cycle Learning Byte Available 13
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
Entering New Hires and Employee Changes Overview In this topic, we will discuss adding new hires and entering employee changes. 15
Adding New Hires Learning Byte Available 16
Entering Employee Changes Learning Bytes Available 17
Entering Employee Changes (Continued) Learning Bytes Available 18
Entering Employee Changes (Continued) Learning Bytes Available 19
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
Effective-Dated Records Previous Version New Version You can search for information on effective- dated changes by using the Other Records field. 21
Field History Icons Previous Version New Version 22
What Questions Do You Have? 23 23
Entering Paydata and Verifying Input Overview In this topic, we will discuss entering paydata and verifying input. 24
Entering Paydata Learning Byte Available 25
Entering Paydata (Continued) Learning Bytes Available 26
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
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
Verifying Input Learning Byte Available The Verify Input page is displayed, with Cycle Totals selected by default. 29
Paydata Summary View 30
Exporting Verify Input Views 31
What Questions Do You Have? 32 32
Calculating and Submitting Your Payroll Overview In this topic, we will discuss calculating and submitting your payroll. 33
How to Calculate the Preview Payroll Learning Byte Available 34
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
Previewing and Finalizing Your Payroll Overview In this topic, we will discuss how to preview and finalize your payroll information. 36
Using Preview Results 37
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
Preview Results: Standard Preview Previous Version Learning Byte Available New Version All other Standard Preview tasks remain unchanged. 39
Preview Results: Real-Time Preview Learning Byte Available 40
Viewing Messages on the Preview Results Page 41
Making Corrections 42
Exporting Online Views 43
Accepting and Finalizing the Payroll 44
What Questions Do You Have? 45 45
Manual Checks Overview In this topic, we will discuss the enhancements to manual checks. 46
Creating Manual Checks Learning Bytes Available 47
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
Selecting Multiple Employees for Manual Checks 49
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
Automatically Populating QuickCalc Requests 51
Automatically Populating QuickCalc Requests (Continued) 52
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
Custom Business Rules Overview In this topic, we will discuss how to use custom business rules to enforce your company s payroll policies. 54
Benefits of Custom Business Rules You can use custom business rules to enforce your company s payroll policies at a high level. 55
Available Custom Business Rules You can access the available custom business rules by selecting Setup > Tools > Custom Business Rules. 56
What Questions Do You Have? 57 57
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
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 https://support.adp.com/basic/cr/matraining/sims/wfnpr/80309 WFN4/80309coursemenu.htm) 59
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