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ADP Workforce Now What’s New in Standard Audit Reports Handout Manual Need support after training? To exchange tips and best practices with fellow users, get on The Bridge—an online community built exclusively for ADP clients. V11071680954WFN12 Copyright © 2013–2016 ADP, LLC

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Page 1: What’s New in Standard Audit Reportsknown as audit reports in Payroll. My Team Reports Standard reports with specific information that is helpful to managers and Time & Attendance

ADP Workforce Now

What’s New in Standard Audit Reports

Handout Manual

Need support after training? To exchange tips and best practices with fellow users, get on The Bridge—an online community built exclusively for ADP clients.

V11071680954WFN12 Copyright © 2013–2016 ADP, LLC

Page 2: What’s New in Standard Audit Reportsknown as audit reports in Payroll. My Team Reports Standard reports with specific information that is helpful to managers and Time & Attendance

ADP Trademarks The ADP® logo and ADP® are registered trademarks of ADP, LLC. ADP Workforce Now® is a registered trademark of ADP, LLC. The Bridge Sponsored by ADP & Bubble Talk Design® is a registered trademark of ADP, LLC. ADP A more human resourceSM is a service mark of ADP, LLC. Third-Party Trademarks Adobe® and Acrobat® are registered trademarks of Adobe Systems Incorporated in the United States and/or 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.

Copyright © 2013–2016 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. Any repurposing, reposting, or other use of this content (including but not limited to YouTube® or any other social media) is expressly prohibited.

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.

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V11071680954WFN12

What’s New in Standard Audit Reports for ADP Workforce Now

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Questions and Answers

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Resource List

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Maximize Your Screen

Maximize

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

• Reports Menu

• Standard Reports

• My Reports

• Accessing Existing Reports after Your Upgrade

• Course Closing

Course Agenda

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Overview

In this topic, we will discuss the following:

• The new single menu from which you can access reports

• The available report types

Reports Menu

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Accessing Reports from a Single Menu

Note: Because we are continually improving our solutions, the screens in this course may differ from those that you see in the product.

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Understanding Each Report Type

Report Type

DescriptionWho Can Access?

Practitioner Manager Supervisor

Standard Reports

Predefined reports.Note: Standard reports were formerly known as audit reports in Payroll.

My Team Reports

Standard reports with specific information that is helpful to managers and Time & Attendance supervisors

My Reports Copies of standard or team reports with your preferred parameters saved

Custom Reports

Reports that you can design from scratch using available reporting fields. You can schedule them. Note: Custom Reports was formerly known as ADP Reporting.

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

* The availability of these report types depends on your company’s features.

Understanding Each Report Type (cont.)Report Type

DescriptionWho Can Access?

Practitioner Manager Supervisor

Sample Reports

A predefined collection of reports that are read-only. They can be copied and customized, and are accessed from the Custom Reports submenu.

Additional Reporting *

Reports such as General Ledger Interface reports or iReports. Note: iReports is now known as Payroll and Quarterly Tax Reports.

Analytics * At-a-glance metrics that give key company insights.Note: Analytics differs from HR & Benefits analytical reports.

Tax and Banking *

ADP SmartCompliance tax and banking reports

* The availability of these report types depends on your company’s features.

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Which report type would you use to access the Payroll audit reports that you use today?

a. Standard Reports

b. My Team Reports

c. My Reports

d. Custom Reports

What Do You Think? Audit Reports ?

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Which report type is a copy of a standard report with your preferred parameters saved?

a. Standard Reports

b. My Team Reports

c. My Reports

d. Custom Reports

What Do You Think? Standard Report with Preferred Parameters

?

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Which report submenu would a manager or Time & Attendance supervisor select to run reports?

a. Standard Reports

b. My Team Reports

c. My Reports

d. Custom Reports

What Do You Think? Manager and Supervisor Reports

?

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Which report type would you use to create a report from scratch?

a. Standard Reports

b. My Team Reports

c. My Reports

d. Custom Reports

What Do You Think? Reports from Scratch ?

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Overview

In this topic, we will discuss the following:

• How to find and run standard reports

• How to view report results

• How managers and supervisors generate standard reports

• Standard reports for the Affordable Care Act (ACA)

Standard Reports

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Finding a Standard Report

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Finding a Standard Report (cont.)

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Demonstration: Running a Standard Report

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Support > Support Center Resources > Product Documentation

Reports Comparison Chart and Standard Reports Guide

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Reports > Standard Reports > All Reports

Reports > Standard Reports > ACA

Standard Reports for the Affordable Care Act (ACA)

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Online Help and Learning Bytes

Help and Learning Byte icons from within ADP Workforce Now

Just‐in‐Time Learning link from the 

Support window

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Overview

In this topic, we will discuss the following:

• What is a My Report?

• How to create and run a My Report

My Reports

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

What Is a My Report?

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Demonstration: Creating a My Report

1

2

3

Learning Bytes Available

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Running a My ReportLearning Bytes Available

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Running a My Report (cont.)Learning Bytes Available

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Who can access your My Reports?

a. Only you

b. All of the practitioners in your company

c. All of the practitioners, managers, and supervisors in your company

What Do You Think? My Reports ?

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Overview

In this topic, we will discuss which reports will be available to you after your upgrade.

Accessing Existing Reports after Your Upgrade

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

• You can access output from your previously run Payroll reports and HR & Benefits reports by selectingReports > View > Reports Output.

• Existing Essential Time & Attendance report results will not migrate due to functionality differences between your current product and the new version of ADP Workforce Now.

• Your migrated output will be available for five calendar quarters from the time of your upgrade.

Which Reports Will Be Available?

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

• If you have Essential Time & Attendance, your current My Reports templates will be available from Reports > My Reports.

• Refer to the Reports Comparison Chart for more information on the audit reports and other report templates that you use today and where to find them after your upgrade.

Which Reports Will Be Available? (cont.)

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Which enhancements are you most excited about? Select all that apply.

a. Running all reports from a single menu

b. Accessing all report output from a single menu

c. The new ACA reports that are available

d. Saving report selections as a My Report

e. The Reports Comparison Chart to easily locate reports that you use today

What Do You Think? Reporting Enhancements ?

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What Other Resources Are Available?

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Access The BridgeTheBridge.adp.com

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12

12

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Additional Resources

Resource Location

ADP Workforce Now News page ADP Workforce Now

Online Help Click (help) on any page.

Learning bytes Support > Learning Resources > Just-in-Time Learning > Reporting and Analytics

Support after Class Resource List

• ADP Workforce Now Reports Comparison Chart

• ADP Workforce Now Standard Reports Guide

Support > Support Center Resources > Product Documentation

• Custom Reports Made Easy! Introducing Simplified Reporting in ADP Workforce Now

• Creating Simple Reports in ADP Workforce Now

Courses on [email protected]

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Objectives

Now that you have completed this webinar, you are prepared to do the following:

• Use the Reports menu.

• Run and view a standard report.

• Create and run a My Report.

• Access existing reports after your upgrade.

Course Closing

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

Training Evaluation

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Copyright © 2013–2016 ADP, LLC. Proprietary and Confidential.

It was my pleasure to work with you today!

Thank You!


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