Payroll Basics for ADP Workforce Now

Transcription

1 Payroll Basics for ADP Workforce Now Activity Workbook Automatic Data Processing, Inc. ES Canada

2 PAYROLL LEVEL 1 FOR WORKFORCE NOW ADP s Trademarks The ADP Logo and ADP Workforce Now are registered trademarks of ADP, Inc. In the Business of Your Success is a service mark of ADP, Inc. Third-Party Trademarks Global Crossing and Ready-Access are registered trademarks of Global Crossing Holdings, Ltd. in the United States and 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 ADP, Inc. and its licensors. All rights reserved ADP, Inc. ii W002_ILT_WFN51V01_0114

3 Payroll Level 1 for ADP Workforce Now Module 2: Processing a Basic Payroll Automatic Data Processing, Inc. ES Canada

4 Creating Multiple Schedules Payroll schedules must be entered on mass annually to prepare for the new-year. Demonstration: Creating Multiple Pay Period Schedules We will now demonstrate the process of creating multiple pay period schedules within ADP Workforce Now. The new payroll schedules have arrived from ADP and have been verified. Donald must now enter all of the Pay Period Schedules into ADP Workforce Now. Activity: Creating Multiple Schedules in ADP Workforce Now Log into Workforce Now as Donald East and use one of the following pathways to access the payroll schedules page: Starting Point: Process > Payroll > Payroll Cycle > Edit Schedule link Starting Point: Setup > Payroll > Payroll Schedules 1 Single Company: Select the Add icon. Multiple Companies: Select your assigned English company from the company dropdown field, and then select the Add icon. Result: The Add - Pay Period Schedule page will display. 2 Complete the fields with the following data: Period End: Select the date this Thursday. Pay Date: Select the date next Thursday. Type: Leave as default (Regular). Deduction Schedule & Earnings Schedule: Change this based on what pay of the month it is. Start New Month Totals: This box is only checked on the first pay of each month. 3 Select the Add Another link and repeat step 2 & 3 creating a total of three regular schedules. The Period End and Pay Dates for the other two schedules will be calculated on a bi-weekly basis. So schedule 2 will be two weeks after schedule 1 and schedule 3 will be two weeks after schedule 2. 4 Once completed save the document and then return to the payroll cycle: Select Done > Select the Go to Payroll Cycle button. **Note: All mandatory fields are marked with a red asterisk* Add Another Image Location of Add Another link 2014 ADP, Inc. 2-5 W002_ILT_WFN51V01_0114

5 Creating a Special Run Schedule There are times when an additional payroll must be run in order to make payments such as Bonuses. Payroll Schedule Type Image The setup for a special run is the same as a regular run with one exception, the practitioner would select special instead of regular in the type field. Demonstration: Creating a Special Run Schedule We will now demonstrate the process of creating a special run schedule within ADP Workforce Now. It is bonus time and a special run needs to be scheduled in order to make the payments. ADP has been contacted and the payroll schedule has been setup, now it is time to setup the schedule in ADP Workforce Now. Activity: Creating a Special Run Schedule in ADP Workforce Now Using Donald East's login ID access the Pay Period schedule using one of the following pathways: Starting Point: Process > Payroll > Payroll Cycle > Edit Schedule link Starting Point: Setup > Payroll > Payroll Schedules 1 Single Company: Select the Add icon. Multiple Companies: Select the correct company from the company dropdown field, and then select the Add icon. Result: The Add - Pay Period Schedule page will display. 2 Complete the fields with the following data: Period End: One week from today. Pay Date: One week from today. Type: Select the Special radio button. Deduction Schedule & Earnings Schedule: Select 4- Forth Pay of the Month for both fields. Start New Month Totals: Leave blank 3 Once complete, select Done, and then select Go to Payroll Cycle button to return to the Payroll Cycle page 2014 ADP, Inc. 2-6 W002_ILT_WFN51V01_0114

6 Editing Pay Period Schedules There are times a schedule needs to be altered. Example: A run date was missed and now the schedule needs to be adjusted to meet funding terms. All fields within the pay period schedule can be changed however, some changes will have impacts. Examples: If the pay periods end date is changed, any ROE's have been requested will be effected. When run dates are missed the ADP schedule must be updated in order for the payroll to process. If a special run is selected it must be scheduled with ADP or it will not process. Demonstration: Editing Pay Period Schedules We will now demonstrate the process of editing pay period schedules within ADP Workforce Now. David missed the run date and must now alter the schedule so that the payroll will process accurately. ADP has been contacted and all dates have been bumped forward one day. All dates in the schedule must now be moved forward one business day. Activity: Editing a Pay Period Schedule Using Donald East's login ID, select a pathway to access the pay period schedules page: Starting Point: Process > Payroll > Payroll Cycle > Edit Schedule link Starting Point: Setup > Payroll > Payroll Schedules 1 Select the first regular schedule link created in the previous activity. The link is located in the Period End column. Note: When a client has multiple companies, be sure to select the correct company prior to selecting the schedule link. Result: The Edit - Pay Period Schedule page displays. 2 In this scenario we are editing only the pay date. To edit either click in pay date field and change the day to one day in the future (Date Format is: DD/MM/YYYY), or select the calendar icon and select the next day field. 3 When completed select Done. Result: The edits are updated in the Pay Period Schedule page ADP, Inc. 2-7 W002_ILT_WFN51V01_0114

7 Starting a New Payroll Cycle Overview Starting a new cycle enables the practitioner to enter cyclical data into the payroll and triggers any effective dated entries dated less than or equal to the pay period end date. As we discussed earlier ADP Workforce Now provides tools that will reduce the entry time for client with multiple companies, let's take a look at how a new cycle is started for both a client with a single code and with multiple codes. Demonstration: Starting a New Payroll Cycle (Single Company) We will now demonstrate the process of starting a new payroll cycle for a single company. the Start New Cycle icon. Starting Point: Process > Payroll > Payroll Cycle Starting Point: Process > Payroll > Start New Cycle Demonstration: Starting a New Payroll Cycle (Multiple) We will now demonstrate the process of starting new payroll cycles for a multiple companies. It is time to open the next pay cycle for both of your companies. Since the practitioner has security access to both company codes, he can save time by opening both payroll cycles at the same time. Activity: Starting a New Payroll Cycle (Multiple) Using Donald East's login ID, select a pathway to start a new cycle. Starting Point: Process > Payroll > Payroll Cycle > Company Group s Starting Point: Process > Payroll > Start New Cycle 1 Select the Company Group s link > Start New Cycle link. 2 Select both companies by placing check in the box to the left of company code. 3 Select Start Cycle button ADP, Inc W002_ILT_WFN51V01_0114

8 Paydata Grids There are three default grids in ADP Workforce Now. The defaults are easily identified with a caution sign. Practitioners cannot alter the default grids; however they can copy them and create a custom grid. Grid Defaults Let's take a look at how to create a new Paydata grid and then how to copy an existing grid and customize it. Demonstration: Creating a New Paydata Grid We will now demonstrate the process of creating a new paydata grid. Before paydata can be entered Donald must create/select the paydata grid. Donald has determined that he will need to create a grid for the defaults do not provide all the headings that he requires. Once the grid is created he will create and attach the batch. Activity: Creating a New Paydata Grid Using Donald East's log ID, select a pathway to access the paydata grid. Starting Point: Process> Payroll > Payroll Cycle > Paydata Icon > Paydata option Starting Point: Process > Payroll > Paydata > Grid Setup Tab 1 In the Grid Setup tab, select the Add icon. Results: The Paydata Grid - Add Grid page is displayed. 2 Complete the fields with the following: Payment Type: Select Current Pay from the dropdown. Grid Name: Type Go Green (in both language fields). Description: Type New Grid (in both language fields). Copy from Grid: Leave blank. 3 Select Save & Continue. Result: The Define - Grid page displays. 4 Select Earnings 1 and Earning 2 (by holding down the CTRL button) from the Available Fields box and then select the single arrow pointing to the right to move to the Selected Fields box. Note: To capture multiple entries select the first option, hold the Ctrl key, then select the remaining options. 5 Select Done ADP, Inc W002_ILT_WFN51V01_0114

9 Relabeling Column Headers When columns are selected for the grids they are generic. Practitioners are responsible for labeling the columns based on their requirements. Demonstration: Relabeling Column Headers We will now demonstrate the process of relabeling a column header. John (the payroll manager) is responsible to validating all of the entries made in payroll prior to the payroll being processed. Currently the headers do not have proper earning names. David must re-label the column headers to their proper names so that John can complete his payroll validation. Activity: Relabeling Earning 1 - Regular Using Donald East's log ID, select a pathway to relabel the headers. Starting Point: Process > Payroll > Paydata > Grid Setup Tab > Select the grid link 1 Select the Go Green Link. Result: The Paydata Grid window displays. 2 Select the Save & Continue button. 3 Select Earning 1 from the Selected Field box. Result: The Edit Data box populates 4 Select the Edit button in the Edit Data Box. Result: An Edit Data window displays. 5 Populate the following fields with these values: Field Type: Select Earnings - Value Column Heading: Enter Regular into both the English and French fields. Earning Code: Select 01- Regular from the dropdown list. Value: Leave Blank 6 Select Done and remain on this page for the next exercise. Result: The earning will appear as Earning 1 in the selected box and Regular in the paydata grid. Relabeling: Regular - Code and Value Results 2014 ADP, Inc W002_ILT_WFN51V01_0114

10 Activity: Relabeling Earning 2 - Double Time 1 Select Earning 1 from the Selected Field box. Result: The Edit Data box populates 2 Select the Edit button in the Edit Data Box. Result: An Edit Data window displays. 3 Field Type: Select Earnings - Value, Rate Column Heading: Enter Double Time into both the English and French fields. Earning Code: Select 04- Double Time from the dropdown list. Value: Leave Blank Rate: Leave Blank 4 Result: The earning will still appear as earning 1 in the selected box; however it will now appear as regular in the paydata grid. Relabeling: Double Time - Code and Value, Rate Results 2014 ADP, Inc W002_ILT_WFN51V01_0114

11 Copying and Customizing a Paydata Grid The copy feature provides user with the ability to customize the grid as business needs require. Demonstration: Copying and Customizing an Existing Paydata Grid We will now demonstrate the process of copying and then customizing an existing a paydata grid. David must create a customized paydata grid to pay the Commission + Salary employees with the following headers; File #, name, home department, regular and commissions. Since the default ADP Current Pay grid contains four out of five of the predefined fields, David will copy this grid and then customize. Activity: Copying and Customizing an Existing Paydata Grid Using Donald East's log ID, select a pathways to access the paydata grid. Starting Point: Process> Payroll > Payroll Cycle > Paydata Icon > Paydata option Starting Point: Process > Payroll > Paydata 1 In the Grid Setup tab, select the Add icon. Results: The Paydata Grid - Add Grid page displays. 2 Complete the fields with the following: Payment Type: Select Current Pay from the dropdown. Grid Name: Key Salary + Commission (in both language fields). Description: Type New Grid (in both language fields). Copy from Grid: Select ADP Current Pay 3 Select Save & Continue. Result: The Define - Grid page displays with the following default fields in the Selected Fields box: File #, Name, Associate ID, Home Department, Earnings 1. 4 Click on Associate ID in the Selected Field box, and select the single arrow pointing to the left. Click on the Earnings 2 in the Available Fields box, and then select the single arrow pointing to the right. Result: The Associate ID option is not longer part of the selection and the Earnings 2 option has been added to the selection. 5 Rename Earning 1 to Regular and Earning 2 to Commission. Reference Relabeling Column Headings activity for assistance, and then select Done. Result: The paydata grid displays ADP, Inc W002_ILT_WFN51V01_0114

12 Editing a Paydata Grid When changes occur, practitioners can use the edit feature to make changes to the paydata grid. Demonstration: Editing a Paydata Grid We will now demonstrate the process of editing a paydata grid. John the payroll manager notified David that he does not require Home Department in the grid, but he does need double time added. David must now make the edits to the paydata grid that was just created. Activity: Editing a Paydata Grid Using Donald East's log ID, select a pathway to access a paydata grid. Starting Point: Process> Payroll > Payroll Cycle > Paydata Icon > Paydata option Starting Point: Process > Payroll > Paydata 1 In the Grid Setup tab, select the Commission grid link from the Grid Name column. Results: The Edit - Grid page will display. 2 Select the Save & Continue button. Result: The Define - Grid page displays. 3 To remove the Home Department highlight the field in the Selected Fields box and move to the Available Fields box using the single arrow pointing to the left. Adding Double Time: 4 Select Done. 1. Highlight the field Earning 3 in the Available Fields box and move to the Selected Fields box using the single arrow pointing to the right. 2. Select the Edit button in the Edit Data box 3. Type Double Time into the English and French Column Heading field. 4. Select 04 - Double Time from the dropdown in field Earning Code. 5 In the Grid Setup tab, select the Commission link from the Grid Name column. Results: The Edit - Grid page will display. Note: In both of these scenarios the Define - Grid page will contain options in the Selected Fields box. All options in the Selected Fields box can be returned to the Available Fields box with the exception of Name. Batch Pre-work (First time only) Now that our headers have been created within the grid setup, it is time to create the batches. The batches determine the payment type and which employee's will appear in the payment batch. Part of the batch process the practitioner must select the employees one by one. ADP Workforce Now contains a tool called Manage My lists which allows the practitioner to create custom employee lists which they can select in place of the individual selection process. Let's see how these lists are setup ADP, Inc W002_ILT_WFN51V01_0114

13 Managing My Lists Creating customized lists is very beneficial when creating batches. Selecting a list from a dropdown reduces time, especially when this process is required each pay period. The alternative is to individually search and select all employees that are to appear in a batch. Multiple lists can be created and reused as required for batches and in many other areas within ADP Workforce Now. Let's review the process of creating a list. Demonstration: Manage My List We will now demonstrate how to create a Manage My List. David is a proactive individual who will use the Manage My Lists feature to reduce the amount of time that he spends selecting employees for a variety of features within ADP Workforce Now. Activity: Creating Managed Lists Using Donald East's log ID, follow this pathway to create a list. Starting Point: People > Personal Information > Employee Profile > Select the magnifying glass > Select the Manage My Lists link We will create a list that will be used in the next exercise; we will name them: Hourly Employees. 1 Select the Add icon 2 Populate the following data in these fields: List Name: Hourly Employees. List Privacy: Select Public from the dropdown Field Name: Select Rate Type from the dropdown. Comparison: Select is equal to from the dropdown. Field Value: Select Hourly from the dropdown. 3 When complete select Done. Results: When this list is selected all Hourly Employees will appear ADP, Inc W002_ILT_WFN51V01_0114

14 Demonstration: Creating Paydata Batches We will now demonstrate how to create a paydata batch. Now that David has created the headers, on the Grid, he will use the lists he created in the Manage My Lists tools to create two of the three payment batches; one for hourly employees and one for automatic payment employees. The salary & commission batch will be created by selecting the individual employees. Activity: Creating a Paydata Batch (Hourly Payments) Using Donald East's log ID, select a pathway to access the paydata batch. Starting Point: Process > Payroll > Payroll Cycle > Paydata Icon > Paydata option > Current Cycle Tab Starting Point: Process > Payroll > Paydata > Current Cycle Tab 1 Click on the Type dropdown, and select Current Pay from the list. 2 Select the Add a Batch Button. 3 Complete the following fields with this data: Batch Name: Type Hourly Employees. Grid: Select ADP Current Pay from the dropdown list. 4 Select Next. 5 Select Hourly Employees from the Filter dropdown, and then select the Select All button. 6 Select the Create Batch button. Result: The Paydata Entry - Hourly Employees grid displays. 7 Select the Return link to create the Automatic Payments batch. Activity: Creating a Paydata Batch (Salary & Commissions Payments) 1 Click on the Type dropdown, and select Current Pay from the list. 2 Select the Add a Batch Button. 3 Complete the following fields with this data: Batch Name: Type Commission. Grid: Select ADP Current Pay from the dropdown list. 4 Select Next. 5 Select the following employees by clicking the checkbox to the left of each name: Eric George, and Michele Heroux. When complete, select the Create Batch button. Result: The Paydata Entry - Sales Commissions page displays. 6 Select the Return link to create the Hourly Employees batch ADP, Inc W002_ILT_WFN51V01_0114

15 Adding a Column Columns are added when additional payment types are required in the paydata grid. Demonstration: Adding an Column We will now demonstrate how to add a column (an additional payment type) into the paydata grid. David is required to pay out the $ car allowance payments to all employees in the Sales Commissions batch. David can enter these payments using one of two methods: By adding a second payment row to each employee or by adding a payment column. David will use the Add Column feature to create a payment column, and then he will change the title to Car Allowance. Activity: Add a Column Using Donald East's log ID, select a pathway to access the add column feature. Starting Point: Process > Payroll > Payroll Cycle > Paydata > Paydata > Current Cycle Tab > Select the Sales Commission batch link. Starting Point: Process > Payroll > Paydata > Current Cycle Tab > Select the Sales Commission batch link. 1 Select the Other s link, and then select Add Column. 2 Select Earning 3 and move the field to the Selected Fields box using the single arrow pointing to the right. Note: The file # and name fields are defaults and cannot be altered. 3 Select the Earnings 3 field from the Selected Fields column. 4 Click in the Edit button. 5 Use these entries in the edit field: Field Type: Earnings - Value Column Heading: Type in Car Allowance (in English and French fields) Earning Code: 30 - Car Allowance Value: Result: The column will appear with a payment of $ for each employee ADP, Inc W002_ILT_WFN51V01_0114

16 Inserting an Employee Overview There are some circumstances where batches are created and then additional employees need to be added to the batch. This option provides the ability to make those additions. Demonstration: Inserting an Employee We will now demonstrate how to insert an employee into the paydata grid. Tyffany Martinez and Laurie Hall need to be added into the Sales Commission batch. David will use the Insert an Employee feature to add Tyffany and Laurie into the existing batch. Activity: Inserting an Employee Using Donald East's log ID, select a pathway to access the insert an employee feature. Starting Point: Process > Payroll > Payroll Cycle > Paydata > Paydata > Current Cycle Tab > Select Sales Commission Batch. Starting Point: Process > Payroll > Paydata > Current Cycle Tab > Select Sales Commission Batch. 1 Select the Add icon in the Paydata Entry page. 2 Employees can either be located by: 1. Searching by Last Name, Tax ID, File Number or Employee ID, then select 2. Selecting the employee from the list link and selecting the employee(s) by selecting the checkbox to the left of the required name. Since we are adding only one employee, we will use the last name search. 3 If option 1 is used to select the employee, then select Next. If option 2 is used to select the employee name(s), then select the Insert into Batch button. In our scenario the next step would be to select Next. Result: Tyffany and Laurie now appear in the list. 4 Populate the Regular Value for Tyffany and Laurie as $ Car Allowance. Insert Employee - Option 2 Image 2014 ADP, Inc W002_ILT_WFN51V01_0114

17 Fill a Column Overview This feature can be used to update numerous codes or values all at once. Demonstration: Fill a Column in the Paydata Grid We will now demonstrate how to fill a column in a paydata grid. The Car Allowance amount has been raised from $ to $ for this pay period. Since the entries have already been entered David must now make the corrections. This can be accomplished in two ways: By using the fill a column feature or by manually changing the values in the grid. David will enter these payments by using the fill a column feature. Activity: Fill a Column This feature provides practitioners with the ability to enter the same value for multiple employees. These new values can replace current values or populate blank values. For this example we will fill blank values. Using Donald East's log ID, select a pathway to access the fill a column feature. Starting Point: Process > Payroll > Payroll Cycle > Paydata > Paydata > Current Cycle Tab > Select the batch name link. Starting Point: Process > Payroll > Paydata > Current Cycle Tab > Select the batch name link. 1 Select the Other s link, and then select Fill a Column option. 2 Select the Overwrite all cells on page radio button. 3 Click in the Car Allowance - Code > Value field and select 30 - Car Allowance. 4 Click in the Car Allowance - Value > Value field and key in Select Done. Result: Paydata entry page displayed and the values are now updated according to the change. Fill Page Column Image Change the value here ADP, Inc W002_ILT_WFN51V01_0114

18 Changing the Default Sort Overview Batches can be sorted using any of the options located in the dropdown. The default sort is by last name in ascending order. Demonstration: Changing the Default Sort We will now demonstrate how to change the default sort. The grids default sort is by last name, in ascending order. John notifies David that he prefers to review the payroll sorted by Pay Division in ascending order. David will now change the sort using the Edit a Custom Sort feature. Activity: Changing the Default Sort Using Donald East's log ID, select a pathway to access the default sort feature. Starting Point: Process > Payroll > Payroll Cycle > Paydata > Paydata > Current Cycle Tab > Select the regular batch link. Starting Point: Process > Payroll > Paydata > Current Cycle Tab > Select the regular batch link. 1 Select the Other s link, and then Edit Custom Sort Result: The default sort will display (last name in ascending order) 2 Changing a Sort: Click the cell in the Field column. Result: The cell turns into a dropdown option. 3 Selecting a new sort field: Select Pay Division from the drop down list. 4 When complete, select Done Changing Default Sort Image 2014 ADP, Inc W002_ILT_WFN51V01_0114

19 Deleting Sorting Criteria Once criteria have been set up it can also be deleted as required. Let's see how this is done. Demonstration: How to Delete Sort Criteria We will now demonstrate how to delete sort criteria. The payroll practitioner prefers to have a specific sort when they are entering the data and the director required a different sort when reviewing the entries for approval. The entries are complete and the practitioner sort must be deleted. Activity: Deleting Sort Criteria Using Donald East's log ID, select a pathway to access the default sort feature. Starting Point: Process > Payroll > Payroll Cycle > Paydata > Paydata > Current Cycle Tab > Select the regular batch link. Starting Point: Process > Payroll > Paydata > Current Cycle Tab > Select the regular batch link. 1 Select the Other s link, and then Edit Custom Sort. Result: The default sort will display. 2 Deleting a Row of Search Criteria: Click the checkbox to the left of the row(s) to be deleted. 3 Select the subtract icon. Result: The selected row(s) are deleted. 4 When complete, select Done. Deleting Sort Rows Image 2014 ADP, Inc W002_ILT_WFN51V01_0114

20 Paydata Entries We now have a tool kit and a paydata batch; it is time to key in the paydata entries. The next several activities will show how to enter the most common payment types. Let's take a look at the first scenario. Entering Hourly Paydata Hourly payments require hours to be entered to complete the payment. The hours are then multiplied by the rate located in the employee profile. Demonstration: Entering Hourly Paydata We will now demonstrate how to enter hourly paydata. The paydata grids are now created. David will begin the paydata entry process by keying the hours for the hourly employees. Activity: Entering Hourly Paydata Using Donald East's log ID, use this pathway to enter hourly paydata. Starting Point: Process > Payroll > Paydata > Select Hourly Employees batch 1 Click into the cell in the Code column. 2 Select 01 - Regular from the dropdown. 3 Click in the cell in the Value column and type in the following hours: Peter Biggins: 35 hrs Edward Bonner: 20 hrs Albert Delaney: 23hrs Bradley Thomas: 15 hrs Note: If a onetime rate change is required the new rate change must be keyed into the Rate column. 4 Select Save ADP, Inc W002_ILT_WFN51V01_0114

21 Creating a New Payment Row There are different ways of capturing multiple payments: Creating a payment column (When multiple employees have the same payment) or by creating a payment row (for a single employee payment.) Demonstration: Create a New Payment Row We will now demonstrate how to create a new payment row. David must now enter in two new payments other than regular for Norman Gerry. To prepare the paydata grid for these entries he will create two new payment rows for Norman. David will begin by opening the Automatic Payment batch. Activity: Creating New Payment Rows Using Donald East's log ID, use this pathway to create a new payment row. Starting Point: Process > Payroll > Paydata > Select Automatic Payments batch 1 Select the Add icon. Result: The MEI Insert Employee page appears. 2 Enter Gerry into the Enter a Last Name field, and then select Next. Note: If there are multiple results, the user must select the correct employee, and then select the Insert into Batch. 3 Select Save. 4 Repeat steps 1-4 to create the second payment row. **Note: Once a column, employee or payment row is added to the grid the practitioner will not be able to proceed anywhere until the codes and values have been populated. Let's move on to the next exercise to see how that is done ADP, Inc W002_ILT_WFN51V01_0114

22 Entering Overtime and Double Time Payments Overtime and double time payments are payments that require hours to be entered. The hours are then multiplied by the rate applied to the employee in their profile. Demonstration: Create a Overtime and Double Time Payment We will now demonstrate how to create overtime and double time payments. Norman Gerry's additional payment rows have now been created. David will now key in 10 hours of overtime and 4 hours of double time. Activity: Entering Overtime Payments Using Donald East's log ID, use this pathway to enter overtime payments. Starting Point: Process > Payroll > Paydata > Select Automatic Payments batch 1 Click in the cell in the Code column, and then select Overtime from the dropdown list. 2 Click in the cell in the Value column, and then key in 10 (hrs) Activity: Entering Double Time Payments Using Donald East's log ID, use this pathway to enter double time payments. 1 Click in the cell in the Code column, and then select Double Time from the dropdown list. 2 Click in the cell in the Value column, and then key in 4 (hrs). 3 Select Save ADP, Inc W002_ILT_WFN51V01_0114

23 Demonstration: Verify Input We will now demonstrate how to verify payroll entries. All Paydata entries are now complete. David must now valid all of the entries. To complete this task he will select the Verify Input icon in the payroll cycle. Activity: Verify Input Using Donald East's log ID, select a pathway to access verify input. Starting Point: Process > Payroll > Payroll Cycle > Verify Input icon Starting Point: Process > Payroll > Verify Input Complete the following in order to review and mark your entries/changes as Inspected: 1 Use the action button to the right of Payroll Overview to access and explore the different sections: Employee Changes, Payments & Adjustments, and Status Changes. 2 Within each section there are several hyperlinks. Select each of the hyperlinks one by one: If no entries appear: move to the next subsection by selecting the action button. If entries exist: Validate and select each entry as you approve. Note: The number of rows per page defaults to 10. This value can be increased to 30 rows per page using the dropdown field. 3 Practitioners can: Validate the entries and mark them inspected one by one. Procedure: Click the checkbox of the validated entry, then select the Mark As link > Inspected. Procedure: Repeat the process for each row. OR Validate all entries in listed on a page, and then mark them all Inspected at once. Procedure: Click the checkbox in the header bar (Results: All rows displayed on the page are selected), then select the Mark As link > Inspected. Note: When the select all box is checked only the rows displayed will be selected not other pages. For example when the select all feature is used: And the page default is 10 rows per page, only the first 10 rows will show as selected. And the page default is 20 rows per page, only the first 20 rows will show as selected. And the page default is 30 rows per page, only the first 30 rows will show as selected. Note: The user must mark each default group as inspected before switching the page. For example: The page default is 30 rows per page. The practitioner must validate the 30 rows, mark as Inspected and then they can select the next page and move onto the next groups of 30 rows ADP, Inc W002_ILT_WFN51V01_0114

24 Demonstration: Request Preview Reports We will now demonstrate how to request preview payroll. The entries are now validated and it is time for David to request and review the preview reports. To complete this process David will select the Preview Icon in the payroll cycle. Activity: Requesting Preview Reports Using Donald East's log ID, select a pathway to access preview reports. Starting Point: Process > Payroll > Payroll Cycle > Select the Preview icon > Preview Payroll option Starting Point: Process > Payroll > Preview Payroll 1 Single Company: Select the Preview icon > Preview Payroll Result: A request options page will appear. Multiple Companies: Select Process > Payroll > Preview Payroll Result: A grid will appear requiring the user to select either a single or multiple companies. 2 Multiple Companies: Select the codes that you would like to preview by checking the box to the left of the company code, then select Continue. Results: The Preview Payroll page displays. 3 Select Optional Report or Files (if applicable), then select Done Results: Single Company: A following message appears: 1 company processed successfully Multiple Companies: A following message appears: 2 company(ies) processed successfully Request Preview Report Image 2014 ADP, Inc W002_ILT_WFN51V01_0114

25 Viewing Preview Reports Demonstration: Viewing Preview Reports We will now demonstrate how to view preview reports. The reports have now returned, David will now review the reports and correct any errors. Activity: View Preview Results Using Donald East's log ID, select a pathway to access preview results. Starting Point: Process > Payroll > Payroll Cycle > Preview > View Preview Results Starting Point: Process > Payroll > Preview Payroll > Select the action icon 1 Single Company: Select the Preview icon, then View Preview Results from the sub menu. Multiple Companies: Select the green action icon at the right end of the row, and then select View Preview Results. Note: Although previews can be requested for multiple companies, they must be selected and viewed individually. Result: The page View Preview Results displays the list of preview reports. 2 Click on the report name link, to view a report. View Preview Results Image Extended Learning Opportunities Refer to our website to view a variety of learning bytes on how to read each of the ADP reports ADP, Inc W002_ILT_WFN51V01_0114

26 Demonstration: Processing Payroll We will now demonstrate how to process payroll. David has now completed reviewing the preview reports and is now ready to process payroll. He will now process the payroll for both companies (use companies assigned) Note: This is a training database; therefore the processing will show simulated results. Activity: Processing Payroll Using Donald East's log ID, select a pathway to access payroll processing. Starting Point: Process > Payroll > Payroll Cycle > Process Icon > Process Payroll Starting Point: Process > Payroll > Process Payroll 1 Single Company: Select the Process icon > Process Payroll Results: The Payroll Process screen displays. Multiple Companies: Select Process > Payroll > Process Payroll. Select all companies to be processed by clicking in the box to the left of the company code. Results: The Process Payroll page appears. If applicable, select any Optional Reports or Files you wish to have processed with his Payroll Cycle. Note: If Labour Cost reporting is used, select the Labour Cost Report or indicate if a new accounting period needs to be started. 2 Single Company: If applicable, select any optional reports or files to be produced with the payroll, and then select Done. Results: Message returned: 1 company(ies) processed successfully Multiple Companies: Select Continue. Results: The Process Payroll page appears. 3 Multiple Companies: If applicable, select any optional reports or files to be produced with the payroll, and then select Done. Results: Message returned: 2 company(ies) processed successfully 2014 ADP, Inc W002_ILT_WFN51V01_0114

27 Viewing Final Payroll Reports Based upon the Payroll Schedule, you can return to ADP Workforce Now within one to two hours after processing to view the payroll reports. Demonstration: Viewing Final Payroll Reports We will now demonstrate how to view final payroll reports. The payroll was processed two hours ago so David will now go back into the system to retrieve the final payroll reports for review. Activity: Viewing Final Payroll Reports Using Donald East's log ID, select a pathway to access final payroll reports. Starting Point: Process > Payroll > Process Payroll > Icon > View Process Results Starting Point: Process > Payroll > Payroll Cycle > Process Icon > View Process Results Starting Point: Reports > Cycle Output Reports > Payroll Reports 1 In the Payroll Reports page, enter the required criteria use the filter and then select Filter. 2 To view the reports, select the report name link located in the Report Type column ADP, Inc W002_ILT_WFN51V01_0114