Preparing for Human Resources Certification

Transcription

1 ADP Workforce Now Preparing for Human Resources Certification 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. V CHRSWFN11 Copyright 2016 ADP, LLC

2 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 resource. 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. WebEx is a registered trademark or trademark of Cisco Systems, Inc. and/or its affiliates in the U.S. and certain other countries. All other trademarks and service marks are the property of their respective owners. Copyright 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 the 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 PREFACE Contents Course Introduction Navigating WebEx... 1 Course Agenda... 2 Preparing for the ADP Certified Human Resources Specialist in ADP Workforce Now Exam Overview... 3 Eligibility... 3 Exam Format... 3 Hiring or Rehiring an Employee Overview... 4 Poll: Hiring Employees... 4 Review: Hiring Employees... 4 Poll: Rehiring Employees... 5 Review: Rehiring Employees... 5 Maintaining Employee Status Overview... 6 Poll: Maintaining Employee Status... 6 Stages and Descriptions... 6 Review: Maintaining Employee Status... 7 Review: Terminating Employees... 7 Changing Employee Information Overview... 8 Poll: Changing Employee Information... 8 Review: Changing Employee Information... 8 Review: Effective Dating, Promotion... 9 Setting Up and Maintaining a Corporate Structure Overview Poll: Setting Up and Maintaining a Corporate Structure Review: Setting Up and Maintaining a Corporate Structure Copyright 2016 ADP, LLC iii V CHRSWFN11

4 PREFACE Using and Maintaining Self Service Overview Poll: Using and Maintaining Self Service Review: How to Define a Custom Activity Review: Using and Maintaining Self Service Tracking Government Compliance Data Overview Poll: Tracking Government Compliance Data Review: Tracking Government Compliance Data Course Closing How to Access Additional Resources Job Aid Continuing Education Credits Training Evaluation Preparing for Human Resources Certification for ADP Workforce Now (23179) Copyright 2016 ADP, LLC iv V CHRSWFN11

5 Course Introduction Navigating WebEx Copyright 2016 ADP, LLC 1 V CHRSWFN11

6 Course Agenda Preparing for the ADP Certified Human Resources Specialist in ADP Workforce Now Exam Hiring or Rehiring an Employee Maintaining Employee Status Changing Employee Information Setting Up and Maintaining a Corporate Structure Using and Maintaining Self Service Tracking Government Compliance Data Copyright 2016 ADP, LLC 2 V CHRSWFN11

7 Preparing for the ADP Certified Human Resources Specialist in ADP Workforce Now Exam Overview The ADP Professional Certification Program establishes standards for professional knowledge and practical experience in the use and application of ADP products. It consists of client training opportunities that lead to a deeper product knowledge. The goal is to certify the ability to apply that knowledge in a way that benefits the client organization. Eligibility The ADP Professional Certification Program is a voluntary program available to anyone who is seeking certification in an ADP solution. However, ADP strongly recommends that candidates have the following qualifications: Have completed the Maintaining Employee Information for ADP Workforce Now course (instructor-led virtual training) Have a minimum of six months of experience using ADP Workforce Now Have completed the Preparing for Human Resources Certification for ADP Workforce Now course (instructor-led virtual training) Exam Format The ADP Certified Human Resources Specialist in ADP Workforce Now exam is made up of approximately 50 multiple-choice questions. It is based on concepts and experiences that should be familiar to a proficient HR practitioner with at least six months experience using ADP Workforce Now. The test questions are written based on the features and navigation within ADP Workforce Now V11. The percentage range of questions in each area is included in the following list of topics. Note: Percentages indicate the approximate coverage of each topic. Topic I. Hiring an Employee 9% II. Maintaining Employee Status 10% III. Changing an Employee's Job 25% IV. Setting Up and Maintaining Corporate Structure 16% V. Using and Maintaining Self Service 15% VI. Tracking Government Compliance Data 7% VII. Using System Tools 18% Percentage Copyright 2016 ADP, LLC 3 V CHRSWFN11

8 Hiring or Rehiring an Employee Overview To hire or rehire an employee, you use templates within the New Hire wizard to take you through the process of entering a new employee's personal, employment, payroll, tax, and time and attendance information. Poll: Hiring Employees An employee was just hired effective tomorrow, but when the HR practitioner began to use the New Hire wizard to enter the new hire, he was unable to add her payroll information. Why did this happen? a. The HR practitioner forgot to assign the new hire to a home department. b. Payroll information cannot be entered prior to an employee s hire date. c. The HR practitioner selected one of the Quick Hire templates. d. The HR practitioner selected a new hire template that lacks the Payroll step. Review: Hiring Employees 1. When would you select a template that does not include payroll fields? 2. If a new hire will not be starting work as planned, can you delete the new hire record? If so, where would you do this? Copyright 2016 ADP, LLC 4 V CHRSWFN11

9 Poll: Rehiring Employees A practitioner uses the New Hire wizard to rehire an employee in the same position as when he was archived. A message is displayed, indicating that the ID that she entered already exists for the terminated position. How should she resolve this? a. On the People menu, reactivate a previously terminated position. b. Add another position for the employee. c. Unarchive (reinstate) and rehire the employee. d. Copy the associate ID from the New Hire wizard s Associate ID field. Review: Rehiring Employees When an employee is rehired or returning from an unpaid leave, what do you need to change to start Automatic Pay? Copyright 2016 ADP, LLC 5 V CHRSWFN11

10 Maintaining Employee Status Overview You may need to change an employee s status for the following reasons: Retirement Leave of absence Termination Rehire To keep accurate records, you need to indicate the reason for the status change, determine additional impacts of these changes to the employee record, and then make the changes. Poll: Maintaining Employee Status An employee did not receive his weekly paycheck even though his termination will not take effect until two weeks from today. Why did this happen? a. The practitioner selected the current payroll week to cancel Automatic Pay. b. The practitioner did not select Eligible for Rehire for the employee. c. The practitioner indicated that severance will not be paid to the employee. d. The employee s termination request was never approved. Stages and Descriptions When you change an employee s status, you must complete the following process. Stage Description 1 Determine and enter the effective date, new status, and the reason for the status change. 2 Determine any impact to other areas and make updates as needed. Affected areas can include the following: Pay (an adjustment during mid-cycle or to cancel Automatic Pay) Time-off accruals Employee schedule (if changing from part time to full time or vice versa) Employee Self Service or Manager Self Service accounts Practitioner accounts (Security) Copyright 2016 ADP, LLC 6 V CHRSWFN11

11 Review: Maintaining Employee Status 1. You are placing an employee on leave today, but this change will not be in effect until next month. How do you continue to pay this employee until the future date? 2. What other aspects of an employee s record can a status change affect? Review: Terminating Employees 1. When a manager is terminated, what should happen to his or her direct reports? 2. When an employee is terminated, what is critical to record within that employee s benefits? Copyright 2016 ADP, LLC 7 V CHRSWFN11

12 Changing Employee Information Overview Many types of employee changes are necessary to maintain accurate records. Some of these changes require an effective date. The effective date is compared to the pay period ending date of the current payroll in determining when the payroll is sent to ADP. Poll: Changing Employee Information An employee will be reporting to a new manager whose promotion will be effective next Monday. When the HR practitioner tried to reassign the employee to the new manager, she could not find the manager s name on the list. Why did this happen? a. The list displays only those employees in supervisory positions as of the current date. b. The manager s new position is an unpaid supervisory position. c. The employee s record displays Reports to No One. d. The manager is assigned to a different home department than the employee. Review: Changing Employee Information 1. Where can a practitioner look up an employee s pay rate history? 2. When assigning an employee to a management position, what are the main fields that you need to ensure are complete? 3. Why would an employee have more than one active position? 4. How are changes processed in the payroll when they have an effective date in the future? Copyright 2016 ADP, LLC 8 V CHRSWFN11

13 Review: Effective Dating, Promotion Angelo Benton received a pay increase with his promotion to shift manager effective on August When will the new rate appear on his Employment Profile? 2. For which period ending date will this change be included for payroll processing? Copyright 2016 ADP, LLC 9 V CHRSWFN11

14 Setting Up and Maintaining a Corporate Structure Overview Use validation tables to ensure that the codes that your organization requires to maintain your corporate structure provide a valid history of changes and tie into your accounting structure. Poll: Setting Up and Maintaining a Corporate Structure The company closed the Erie location and moved several employees to a new location in Cleveland. The HR practitioner added the Cleveland location to the Location validation table, but he cannot delete the former Erie location. Why did this happen? a. The status of the Cleveland location must be changed to Active before the Erie location can be deleted. b. The status of the Erie location must be changed to Inactive before it can be deleted. c. The Erie location cannot be deleted when one or more employee records are assigned to it. d. The code for the Erie location matches another code in the Location validation table. Review: Setting Up and Maintaining a Corporate Structure 1. If you cannot delete a department number because it is in use, how can you hide it from appearing in the selection list? 2. Why would you use the Mass Change feature? 3. What happens if you do not assign a direct report to a manager? Copyright 2016 ADP, LLC 10 V CHRSWFN11

15 Using and Maintaining Self Service Overview You can use the Manage Employee Activities feature to roll out custom activities to all or to specific groups of employees. Poll: Using and Maintaining Self Service A practitioner needs to correct the future effective date on a loan deduction for an employee, but she does not remember what to do. What is the best way for her to find all of the relevant employee maintenance learning bytes? a. Review the Resources section on the Welcome to ADP page. b. Click (learning byte) on the Hire/Rehire page. c. Review the HR Data Reference Guide on the Product Documentation page. d. Access the Just-in-Time Learning section on the Support Center. Review: How to Define a Custom Activity You can build custom activities to facilitate business processes. Follow this procedure to build a custom activity. Starting Point: Setup > Approval Process > Activity Configuration > Custom Activities Step Action 1 Select the steps. 2 Order the steps. 3 Configure the content. 4 Define the approvals and notifications. 5 To activate the activity or to choose the date on which it should be activated, select Process > Workflow Administration > Manage Employee Activities. Copyright 2016 ADP, LLC 11 V CHRSWFN11

16 Review: Using and Maintaining Self Service 1. How would an HR practitioner use Approval Paths and Activity Configuration to ensure that a manager receives a notification when a direct report changes his or her address? Approval Paths Activity Configuration 2. How would an HR practitioner ensure that managers outside of the HR department cannot view employee notes and profiles? 3. How would a manager delegate her managerial activities to another manager if she will be absent for three weeks of vacation? 4. What is the easiest way for an HR practitioner to find all employees in department ? Copyright 2016 ADP, LLC 12 V CHRSWFN11

17 Tracking Government Compliance Data Overview Certain employers are required by law to maintain and report specific government compliance information. Poll: Tracking Government Compliance Data The HR practitioner generated OSHA s Form 300A for the prior calendar year but noticed that the establishment address and industrial classification were not included on the report. Why did this happen? a. The establishment does not exist in the Business Unit validation table. b. The establishment information was not entered on the Run Report page. c. The information does not exist in the OSHA/Workplace Establishment validation table. d. No OSHA events occurred during the prior calendar year. Review: Tracking Government Compliance Data 1. Where can you view statutory compliance information for an employee? 2. Where can employees self-identify their race and ethnicity? 3. Where can a practitioner view or change the EEOC job classification for an employee? Copyright 2016 ADP, LLC 13 V CHRSWFN11

18 Course Closing How to Access Additional Resources Job Aid ADP provides various resources to help you perform your tasks after class. Instructions Step Action 1 At the top of any page, click (support). 2 In the Search field, enter a topic and then click (search). Result: The available online Help and training are displayed. 3 Review the available resources. If You Want To Read online Help Access a learning byte Access The Bridge Then Click the Documentation tab and select a topic. In the Learning Resources section, click Just-in- Time Learning. Click Click Here to Visit The Bridge. Search on specific topics as needed. Copyright 2016 ADP, LLC 14 V CHRSWFN11

19 Continuing Education Credits ADP is an approved provider of recertification credit hours (RCHs) by the American Payroll Association (APA) and continuing professional education (CPE) credits by the National Association of State Boards of Accountancy (NASBA), and is an authorized provider by the International Association for Continuing Education and Training (IACET), 1760 Old Meadow Road, Suite 500, McLean, VA Most ADP courses are eligible for RCHs, CPE credits, and continuing education units (CEUs). RCHs, CPE credits, and CEUs provide recognition for updating or broadening professional competencies and may be used to maintain certifications such as the Certified Payroll Professional (CPP) and Certified Public Accountant (CPA). Professional organizations establish their own certification procedures, which are subject to change. Professional organizations often require documentation of class objectives, agenda, and duration, along with a certificate of completion. This information is provided at the end of your handout manual. At your request, your instructor will provide you with a certificate of completion at the end of this class. Copyright 2016 ADP, LLC 15 V CHRSWFN11

20 Training Evaluation Please take a moment to complete the evaluation. Copyright 2016 ADP, LLC 16 V CHRSWFN11

21 ADP Course Description Preparing for Human Resources Certification for ADP Workforce Now (23179) Program Content For HR practitioners only: This course reviews the tasks and features for establishing and maintaining employee records in ADP Workforce Now. Topics include preparing for the ADP Certified Human Resources Specialist in ADP Workforce Now exam, hiring or rehiring an employee, maintaining employee status, changing employee information, setting up and maintaining a corporate structure, using and maintaining self service, and tracking government compliance. Objectives Upon completing this course, participants will be prepared to take the ADP Certified Human Resources Specialist in ADP Workforce Now exam. Audience This course is intended for those who need a refresher on system features and functions necessary to maintain human resource information in ADP Workforce Now or who are preparing for the ADP Certified Human Resources Specialist in ADP Workforce Now exam. Prerequisites Before beginning this course, participants should have a working knowledge of personal computers, Microsoft Windows, and Internet navigation. Advance Preparation Before beginning this course, ADP recommends that participants review the suggested study resources in the ADP Certified Human Resources Specialist in ADP Workforce Now Exam Bulletin of Information, Appendix E. Participant Materials Participants need to print the Preparing for Human Resources Certification for ADP Workforce Now handout manual prior to attending class. Method of Presentation Virtual class (VC), Group: Internet-based Duration 1 hour

22 Continuing Education Credits This course may be eligible for the following recertification credit hours (RCHs), continuing professional education (CPE) credits, and continuing education units (CEUs): RCH: 1.0 CPE: 1.0 CEU: 0.1 In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted on a 50-minute hour. ADP, LLC, Employer Services, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: ADP, LLC, Major Account Services, Learning and Performance, has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET), 1760 Old Meadow Road, Suite 500, McLean, VA 22102; (703) In accordance with the American Payroll Association (APA), recertification credit hours (RCHs) apply to Certified Payroll Professional (CPP) and Fundamental Payroll Certification (FPC) credentials. Recommended Field of Study (NASBA) Specialized Knowledge and Applications Cost and Training Policy For information about course cost, registration, and cancellation policies, refer to the Training Policy. V CHRSWFN11 Copyright 2016 ADP, LLC