How to Complete the ADP Major Accounts Custom Reporting Submission Form Job Aid

Transcription

1 How to Complete the ADP Major Accounts Custom Reporting Submission Form Job Aid Contents Introduction : Contact and General Information : Field Selection : Display Order, Sort Order, and Count/Totaling : Report Filters and Special Instructions : Summary... 7 Introduction If you are struggling to create a custom report or if you have a complex reporting need, ADP can assist you. Simply detail your reporting needs in an easy-to-use request tool called the ADP Major Accounts Custom Reporting Submission form, and ADP can create the report that you need. Accessing the ADP Major Accounts Custom Reporting Submission Form To access the ADP Major Accounts Custom Reporting Submission form, complete the following steps: 1 Access the ADP Support Center Web site at support.adp.com. 2 Select Payroll. 3 Select Tools/Forms. 4 Select ADP Major Accounts Custom Reporting Submission Tool. Result: The five-step ADP Major Accounts Custom Reporting Submission form displays. Important Information The form automatically populates with your contact and company information. Copyright 2013 ADP, Inc. 1 V ADPR1204

2 1: Contact and General Information Completing 1 of the ADP Major Accounts Custom Reporting Submission Form On the first page of the ADP Major Accounts Custom Reporting Submission form, complete the following steps: 1 Your contact and company information automatically populates the form. Update the information as needed. 2 Indicate whether you are submitting a new request or updating a request that you previously submitted. 3 In the Report Title field, enter the report title exactly as you want it to display on the report. 4 In the General Report Type section, select the types of data that you will include in the report. Note: The options that you select in the General Report Type section will determine the fields that you can select on the next step of the form. 5 Click Next. Copyright 2013 ADP, Inc. 2 V ADPR1204

3 General Report Types and Descriptions The following table describes the types of data that you can select in the General Report Type section of step 1: General Report Type Masterfile Employee Information Check View Historical Information/Pay Statement Historical Information Accumulator YTD Information Benefit Paid Time Off Information HR & Benefits Time and Attendance Description Employees permanent information such as name, address, marital status, and pay rate Employees check data such as pay dates, gross and net pay, and taxes Employees year-to-date totals for gross pay and taxes Employees time off data such as vacation time used and available Employees benefits information Note: Only select this option if your company uses HR & Benefits and you would like to include data from that module in the report. Employees scheduled and timecard data Note: Only select this option if your company uses Essential Time & Attendance and you would like to include data from that module in the report. Best Practice If your report will include pay detail entries, select Check View Historical Information/Pay Statement Historical Information. Important Information Scheduled deductions are included in the Masterfile Employee Information report type, not the Check View Historical Information/Pay Statements Historical Information report type. Copyright 2013 ADP, Inc. 3 V ADPR1204

4 2: Field Selection Completing 2 of the ADP Major Accounts Custom Reporting Submission Form On the second page of the ADP Major Accounts Custom Reporting Submission form, complete the following steps: 1 In the Common Fields section, select the fields to include in the report. Note: The Common Fields section includes fields shared across multiple files, such as Company Code, Employee Name, and File Number. 2 In the Masterfile Employee Fields/Employee Information (Masterfile) section, select or enter the fields to include in the report. 3 The remaining sections of this page correspond to the General Report Type options that you selected on the previous page. In these sections, select the fields to include in the report. 4 Click Next. Important Information Memo codes contain employee numeric data that is separate from hours and earnings entries. Best Practices When entering the deductions to include in the report, check the Deductions validation table in your application to ensure that you enter the correct codes and descriptions. When entering the memo codes to include in the report, check the Memo validation table in your application to ensure that you enter the correct codes and descriptions. Copyright 2013 ADP, Inc. 4 V ADPR1204

5 3: Display Order, Sort Order, and Count/Total Completing 3 of the ADP Major Accounts Custom Reporting Submission Form On the third page of the ADP Major Accounts Custom Reporting Submission form, complete the following steps: 1 In the Display Order column, specify the order (from left to right) that you want the fields to display on the report. Note: This page displays all of the fields that you selected on the previous page. 2 In the Sort Order column, specify the fields on which to sort. 3 In the Count/Total column, indicate if you would like to see a count (for text fields) or a sub-total (for numeric fields). 4 Click Next. Copyright 2013 ADP, Inc. 5 V ADPR1204

6 4: Report Filters and Special Instructions Completing 4 of the ADP Major Accounts Custom Reporting Submission Form On the fourth page of the ADP Major Accounts Custom Reporting Submission form, complete the following steps: 1 In the Filter Instructions section, indicate how you would like to filter the report to include or exclude data based on certain criteria. 2 In the Comments (Special Instructions) section, enter any information that you feel is necessary to accurately complete your request. 3 Click Next. Result: A summary of your report request displays. Best Practice When your report includes Pay Statement Historical Information, you must indicate a date range filter for your report. Copyright 2013 ADP, Inc. 6 V ADPR1204

7 5: Summary Completing 5 of the ADP Major Accounts Custom Reporting Submission Form On the fifth page of the ADP Major Accounts Custom Reporting Submission form, complete the following steps: 1 Verify the accuracy of the report. Any inaccuracy may delay the creation of your report. ADP will work with you until the report meets your needs. 2 In the Report Template section, upload an example of a report on which you are basing this request, if available. 3 Indicate whether this is a standard or an urgent request. Note: Standard requested reports are available within 48 hours. If your request is urgent, submit your request prior to 2:00 PM and select Urgent, and your request will be ready the same day. 4 Once you are satisfied with the accuracy of your request, click Submit. Result: A confirmation message displays with your case number. You will also receive an message with your case number. Caution Be sure that you click Submit only once. After you click Submit, do not use your browser s Refresh option or click Back. Copyright 2013 ADP, Inc. 7 V ADPR1204

8 ADP s Trademarks The ADP Logo and ADP are registered trademarks of ADP, Inc. In the Business of Your Success sm is a service mark of ADP, Inc. Copyright 2013 ADP, Inc. ADP Proprietary and Confidential All Rights Reserved. These materials may not be reproduced in any format without the express written permission of ADP, Inc. 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.