Managing Vital Features

Transcription

1 ADP Workforce Now Managing Vital Features 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 WFN15 Copyright 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. SM is a service mark of ADP, LLC. Third-Party Trademarks 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. 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 programs described in this publication at any time without notice. Published by ADP Enterprise Learning October 2017

3 Any repurposing, reposting, or other use of this content (including but not limited to YouTube or any other social media) is expressly prohibited. Managing Vital ADP Workforce Now Features [Subtitle] Just in Time. Just Enough. Just for Me. V WFN15

4 Audio You should be hearing the audio through your computer. If you do not have sound, check the volume settings. If difficulties continue, try pressing F5 to refresh your screen. You can also try switching your Internet browser to another browser, such as Mozilla Firefox or Google Chrome. 2

5 Questions and Answers 3

6 Resource List 4

7 Maximize Your Screen Maximize 5

8 Course Agenda Navigating in ADP Workforce Now Message Center Calendar Searching for Employees Delegation 7

9 Navigating in ADP Workforce Now Note: Because we are continually improving our solutions, the screens in this course may differ from those that you see in the product. 8

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12 What Do You Think? Navigating in ADP Workforce Now? Which menu view do you think you will use? a. Expanded menu b. Collapsed menu c. I will have to try both menu views before I decide. 11

13 Navigating to Frequent Tasks 12

14 Message Center The Bridge Logout Calendar Support ADP Marketplace

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16 What Do You Think? ADP s The Bridge? Have you had an opportunity to use ADP s The Bridge yet? a. Yes b. No 15

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20 Message Center Overview In this topic, we will discuss the following: Benefits of the Message Center Messages and Points of Origin Accessing and Viewing Your Messages 19

21 Benefits of the Message Center Single messaging service Access for all users Displays messages, alerts, and notifications 20

22 Messages and Points of Origin Messages originate from different sources, including the following: Payroll processing Time & Attendance processing HR and Talent Management workflow Employee maintenance workflow Self Service workflow ADP Workforce Now upgrade results 21

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25 What Do You Think? Message Center Views? Which Message Center view do you think you will use most often? a. Quick view b. Full view c. I will have to try both views before I decide. 24

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29 Need to have artist doctor the image to show realistic activity names, subjects, etc. (same as slide 15)

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31 What Do You Think? Addressing Messages? When you view the Message Center page, which type of messages will you address first? a. Notifications b. Tasks c. Urgent notifications d. Urgent tasks 30

32 Calendar Overview In this topic, we will discuss the following: Purpose of the Calendar Accessing the Calendar Using the Calendar Using the My Team Calendar 31

33 Purpose of the Calendar ADP Workforce Now contains a calendar that helps you manage your time. Use the calendar to see the following types of information: Time-off requests Work schedules Holidays Blackout dates Pay dates (payroll data) 32

34 Where an employee can view his or her calendar and request time off Where a manager or supervisor can view a team s calendar Most direct method to access the calendar

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39 What Do You Think? Date for Balances? The calendar displays the employee s time-off balances. On what date are the balances based? a. The date that you log on to ADP Workforce Now b. The date that the time-off request is submitted c. The date that you select in the Balances As Of field d. The date that you select on the calendar 38

40 Searching for Employees Overview In this topic, we will discuss the following: Accessing Employee Lists Managing My Lists 39

41 Accessing Employee Lists ADP Workforce Now allows you to search for employees from a series of default employee lists: All Employees Status Is Active Using Time & Attendance All Employees with Future New Hires Status Is Active with Future New Hires Future New Hires 40

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43 2 Accessing Employee Lists (cont.) 1

44 Accessing Employee Lists (cont.)

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47 What Do You Think? Private Lists? Who can use a list if you mark it private? a. Only you b. All practitioners c. All practitioners and managers d. Only practitioners with the same security access as you 46

48 Delegation Overview In this topic, we will discuss the following: The Delegation Feature Delegation Scenario Navigating to Delegated Activities 47

49 The Delegation Feature Delegation is a feature that allows you to assign tasks and activities to another individual. You can delegate your activities for your direct or indirect reports to another person when you are unable to complete your tasks for a specific or an indefinite period of time. Managers and supervisors can delegate activities to another manager, supervisor, or employee. Practitioners and managers can delegate activities on behalf of supervisors and managers. Users must be granted delegation capability in your organization s security setup. 48

50 Delegation Scenario Donald East, an HR manager, is taking a two-week vacation. He needs to do the following: Have all of his activities covered by Larry Tate, his HR administrator. Assign specific pages and tasks in the application to Larry. Shield sensitive personal information from Larry. Ensure coverage for only two weeks. Delegated From Delegated To Thanks for covering for me while I m on vacation. No problem! Glad to help the team by approving their time-off requests. 49

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53 Key Points to Remember Select the type of menu structure that works best for you. Use icons at the top of pages to access common tasks. Click your user name at the top of the page to update your profile and preferences or to configure the ADP Workforce Now Home page. A single messaging service is available to use with all ADP Workforce Now components, eliminating the need to go to multiple places to perform messaging tasks. With the calendar feature, you can submit, edit, and cancel time-off requests for yourself and your team, and view calendars for yourself, your team, and your peers. 52

54 Key Points to Remember (cont.) Use the Delegation feature to assign tasks and activities to another person when you are unable to complete your tasks for a specific or an indefinite period of time. 53

55 What Other Resources Are Available? 54

56 Additional Resources Resource ADP Workforce Now News page Learning bytes Online Help Navigating in ADP Workforce Now for Managers, Supervisors, and Employees job aid Navigating in ADP Workforce Now for Practitioners job aid Location Is automatically displayed when ADP Workforce Now is upgraded. Support > Learning Resources > Just-in-Time Learning > Payroll and General Administration. Click (help) on any page. The Resource List pane of this session and on Learn.adp.com. The Resource List pane of this session and on Learn.adp.com. 55

57 Additional Resources (cont.) Resource Customizing Your Portal in ADP Workforce Now Managing Company Policies in ADP Workforce Now Using Employee Activities in ADP Workforce Now Security Overview for ADP Workforce Now Location Course on Learn.adp.com Course on Learn.adp.com Course on Learn.adp.com Course on Learn.adp.com 56

58 Course Closing Objectives Now that you have completed this webinar, you are prepared to do the following: Navigate in ADP Workforce Now. Use the Message Center. Use the calendar. Search for employees. Delegate activities. 57

59 Training Evaluation 58

60 Thank You! It was my pleasure to work with you today! 59