Using Payroll-Related Reports

Transcription

1 ADP Workforce Now Using Payroll-Related Reports Handout Manual Need support after training? To exchange tips and best practices with fellow users, get on Bridge an online community built exclusively for ADP clients. V WFN14 Copyright ADP, LLC

2 ADP Trademarks The ADP logo, ADP, and ADP Workforce Now are registered trademarks of ADP, LLC. The Bridge Sponsored by ADP & Bubble Talk Design is a registered trademark of ADP, LLC. ADP A more human resource. 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 is a registered trademark of Microsoft Corporation in the United States and/or 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 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. Published by ADP Enterprise Learning August 2017

3 Using Payroll-Related Reports in ADP Workforce Now Technical Assistance WebEx Technical Support: Global Crossing Ready-Access audio conferencing: To minimize background noise, use your phone s mute function or press *6 to mute the line and *7 to unmute. Do not place your phone on hold. 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. State your name before speaking.

4 Any repurposing, reposting, or other use of this content (including but not limited to YouTube or any other social media) is expressly prohibited. Using Payroll-Related Reports for ADP Workforce Now [Subtitle] Just in Time. Just Enough. Just for Me. V WFN14

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9 Course Purpose This webinar provides you with an overview of the benefits of using payroll-related reports in ADP Workforce Now. Topics include using Payroll Dashboard input reports for up-to-the-minute, real-time data and various other ADP payroll reports, including standard reports, Payroll Dashboard preview payroll reports, and output reports. 7

10 TheBridge.adp.com 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. 8

11 Defining Types of Payroll-Related Reports Overview In this topic, we will discuss the following: Payroll Dashboard input reports Standard reports Payroll Dashboard preview payroll reports Output reports 9

12 What Are Payroll Dashboard Input Reports? Up-to-the-minute snapshots of your data in real time, at any point during the payroll cycle One-click online access Can be printed Are based on the practitioner s entries Contain the payroll and employee data that is used to process the payroll Up to 19 available reports, depending on your company s features Limited to the currently selected company code 10

13 What Are Standard Reports? Summarize employee, payroll, human resource, and paydata information Are used to verify entries before you send payroll file to ADP and throughout the payroll cycle Contain the payroll, employee, and masterfile data that is used to process the payroll Can contain information for multiple company codes that you can view, filter, and print 11

14 What Are Payroll Dashboard Preview Payroll Reports? These reports contain the processed payroll information. Review them for accuracy before you accept your payroll. When you accept the payroll file, ADP finalizes the payroll and produces the output. 12

15 What Are Output Reports? Are created after you accept your payroll file Are used to verify liability amounts, tax deposit amounts, and more Contain quarter-to-date and year-to-date amounts Output can be in the following forms of media: Electronic (ireports) through Payroll and Quarterly Tax Reports Paper CD-ROM 13

16 What Do You Think? Question 1? Which report type gives you instant access to payroll data so that you can proof entries before sending your payroll to ADP? a. Payroll Dashboard input b. Standard c. Payroll Dashboard preview payroll d. Output 14

17 What Do You Think? Question 2? Which report type contains the processed payroll information that you can review for accuracy before ADP finalizes your payroll? a. Payroll Dashboard input b. Standard c. Payroll Dashboard preview payroll d. Output 15

18 Topic Summary Payroll Dashboard input reports are real-time, up-to-the-minute online reports that help you verify payroll data before you submit it to ADP for processing. Standard reports help you verify payroll data before you submit it to ADP for processing and can include multiple company codes. Payroll Dashboard preview payroll reports contain processed information for you to review before you accept the payroll. You receive output reports in various forms of media after you accept the payroll. 16

19 What Questions Do You Have?? 17

20 Verify Input with Payroll Dashboard Input Reports Overview In this topic, we will discuss the following: When to run Payroll Dashboard input reports Types of Payroll Dashboard input reports 18

21 When Do You Run Payroll Dashboard Input Reports? You can view your payroll data on the Payroll Dashboard at any time, as you enter it. 19

22 When Do You Run Payroll Dashboard Input Reports? (cont.) 20

23 Types of Payroll Dashboard Input Reports You can select from several helpful online reports that display your data in real time. 21

24 Paydata Summary Report 22

25 Automatic Pay Canceled Report 23

26 Automatic Pay Canceled Report (cont.) 24

27 Active Hourly/Daily Employees without Hours or Earnings Report 25

28 Topic Summary You access payroll input reports on the Payroll Dashboard. In order to see up-to-the-minute employee and payroll information, review Payroll Dashboard input reports before you submit your payroll file for preview. Use Payroll Dashboard input reports to validate the payroll data that your company is sending to ADP for processing. 26

29 What Questions Do You Have?? 27

30 Standard Reports Overview In this topic, we will discuss the following: Types of standard reports How to access standard reports Important standard reports 28

31 Types of Standard Reports ADP Workforce Now has the following categories of standard reports: Personal & Employment Statutory Compliance* Paydata Time & Attendance* Pay Statement History Time Off* Wage Garnishment* Benefits* On-Site Printing* Benefit Invoices* Talent Profile* Setup Performance* Audit Trail Recruitment* ACA* *Optional company features 29

32 Accessing Standard Reports Reports > Standard Reports 30

33 Important Standard Reports Audit Trail Category Audit Trail Personal & Employment Category Employee Summary (for new hires only) Paydata Category Paydata Summary (all company codes) Automatic Pay Cancellation Coded Hours/Earnings by Employee Employees in Specified Range of Hours 31

34 Running a Paydata Summary Report 32

35 Audit Trail Report 33

36 What Do You Think? Question 3? If you want to view the vacation and sick hours that were entered for this pay period, which report should you use? a. Audit Trail b. Employee Summary c. Coded Hours/Earnings by Employee d. Paydata Summary 34

37 Topic Summary Run standard reports before you create your payroll file. Use standard reports to verify the employee and paydata information that your company is sending to ADP. You can create standard reports in different formats and print them. Standard report output is deleted automatically after five quarters, but you can permanently save them on a secure drive or in a folder. 35

38 What Questions Do You Have?? 36

39 Payroll Dashboard Preview Payroll Reports Overview In this topic, we will discuss the following: The benefits of Payroll Dashboard preview payroll reports The preview payroll process How to access Payroll Dashboard preview payroll reports An example of a Payroll Dashboard preview payroll report 37

40 The Benefits of Payroll Dashboard Preview Payroll Reports Provide the processed payroll information (gross to net) Indicate that ADP has processed the information but has not printed or finalized the data Are used to verify custom calculations, garnishments, and bonus amounts Indicate liability of payroll for bank deposits or tax impound 38

41 The Preview Payroll Process 39

42 Accessing Preview Payroll Reports 40

43 Payroll Register 41

44 Topic Summary Review Payroll Dashboard preview payroll reports thoroughly before accepting or making corrections to the payroll. You can print Payroll Dashboard preview payroll reports. After calculating and submitting your payroll, you will receive notification on the Payroll Cycle page that your preview reports are available. If you need to make corrections to the payroll, you must correct and resubmit the payroll file. 42

45 What Questions Do You Have?? 43

46 Output Reports Overview In this topic, we will discuss the following: Receiving your output Types of output reports Examples of output reports 44

47 When Do You Receive Your Output? After you accept your payroll, you receive your output. 45

48 Using Output Reports ADP creates output reports after you accept your payroll. ADP offers various forms of media for output: Electronic ireports (access through Reports > Additional Reporting > PR & Qrtly Tax Reports) Paper CD-ROM Reports not available during preview payroll: Master Control Payroll Summary Checks/Vouchers Payroll Schedule may receive periodically Payroll Transmittal use for next payroll cycle 46

49 Output Reports and Descriptions Report Payroll Schedule Statistical Summary Detail Statistical Summary Recap Payroll Register Description Displays holidays and specific processing information such as deductions, dates, check messages, and special effects Displays net pay liability and itemized federal, state, and local tax liabilities for both employee and employer contributions Displays amounts debited from your company s bank account for payroll liabilities and tax deposits Displays payroll figures for the current pay period such as employees names, hours, earnings, gross pay, deductions, and net pay 47

50 Output Reports and Descriptions (cont.) Report Payroll Transmittal Master Control Payroll Summary Earnings Statement Check/Voucher Message Description Displays information such as payroll dates, active deductions, and check stub messages Displays company options and the information used to calculate wages, cumulative earnings, and deductions by employee Displays a summary of payroll information such as gross pay, deductions, and net pay for the current pay period Lists an employee s pay details for this period and year-todate Displays company messages that will appear on all checks 48

51 Statistical Summary Detail Report 49

52 Payroll Register Report 50

53 Master Control Report 51

54 Topic Summary ADP produces output reports based on the accepted payroll file. Output reports contain additional reports that were not available during preview payroll. Output reports can be in various media forms (electronic, paper, and CD-ROM). Valuable year-to-date and quarter-to-date information is available on output reports. 52

55 What Questions Do You Have?? 53

56 Review 54

57 Differences between Payroll Dashboard and Reports Payroll Dashboard Input Reports Standard Reports Payroll Dashboard Preview Payroll Reports Output Reports Contain employee and pay information that you enter up-tothe-minute in real time. Contain employee and pay information that you enter as of the date and time that you run them. Contain processed payroll information before acceptance. Contain processed payroll information after acceptance. Generated by you and are viewable and printable online. Generated for one company code. Generated by you and are viewable online and printable. Can be generated for multiple company codes. Generated by ADP. Generated by ADP. 55

58 Differences between Payroll Dashboard and Reports (cont.) Payroll Dashboard Input Reports Standard Reports Payroll Dashboard Preview Payroll Reports Output Reports Include current pay period and employee information. Include current pay period and employee information. Include current pay period information. Include pay period, quarter-to-date, year-to-date, and employee information. Contain current, at-a-glance information; information is constantly updated. Deleted automatically after five quarters; can be saved. Deleted per your company s setup with ADP. Never deleted; only ireports have time constraints. 56

59 Scenarios Which reports could have helped to prevent the following issues? Scenario 1: The CEO did not receive a check. Scenario 2: The payroll manager wants to identify which of the two payroll clerks entered employee changes incorrectly. 57

60 What Do You Think? Scenario 1? Which report could have indicated to the payroll practitioner that the CEO would not receive a check? a. Payroll Dashboard input report: Manual Checks Summary b. Output report: Statistical Summary c. Payroll Dashboard Input report: Automatic Pay Canceled d. Standard report: Inactive Employees with Paydata 58

61 What Do You Think? Scenario 2? The payroll manager wants to identify which of the two payroll clerks entered employee changes incorrectly. a. Output report: Statistical Summary b. Standard report: Audit Trail c. Standard report: Employee Summary d. Output report: Payroll Summary 59

62 Course Closing Objectives Now that you have completed this webinar, you are prepared to do the following: Define types of ADP payroll reports. Use Payroll Dashboard input reports. Determine which standard reports to review. Use Payroll Dashboard preview payroll reports. Use output reports. 60

63 Continuing Education Credits RCH: 1.0 CPE:

64 Additional Resources For more information about payroll-related reports, see the following resources: Using the Payroll Dashboard for ADP Workforce Now (instructor-led virtual class on Calculating Your Preview Payroll and Previewing Payroll Results in ADP Workforce Now (web-based training on Quarter Processing: Using Payroll Reports to Prepare for Quarter End (instructor-led virtual class on Online Help Learning bytes (available in the Support window: Support > Learning Resources > Just-in-Time Learning) 62

65 Training Evaluation 63