Importing Data for ADP Workforce Now Automatic Data Processing, LLC ES Canada
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IMPORTING DATA FOR ADP WORKFORCE NOW Contents Course Introduction Course Purpose... 1 Course Objectives... 1 Course Agenda... 2 Module 1: Importing Overview Module 1 Introduction... 1-1 The Initial Data Import Process... 1-2 Maintaining Data after the Initial Import... 1-3 Importing Overview... 1-4 What Data Can Be Imported?... 1-5 The Data Import Process... 1-6 What Is a Baseline Report?... 1-7 Validating the Imported Data... 1-8 Sending Notifications when a Data Import Is Completed... 1-9 Module 1 Summary... 1-10 Module 2: Preparing the Data Import File Module 2 Introduction... 2-1 Preparing the Data Import File... 2-2 The Employee Import File... 2-4 Data Import File Field Requirements for a New Hire... 2-6 The Paydata Import File... 2-8 Other Types of Imports... 2-10 Using the Import Reference Guide... 2-11 Module 2 Summary... 2-12 Module 3: Importing Employee Data Module 3 Introduction... 3-1 Demonstration: Importing Employee Data for New Hires... 3-2 Demonstration: Importing Employees with Salary Increases... 3-5 Demonstration: Handling Reporting Structure Changes... 3-7 Module 3 Summary... 3-12 2015-2017 ADP, LLC iii W008_ILT_WFN15V01_0921
IMPORTING DATA FOR ADP WORKFORCE NOW Module 4: Importing Paydata Module 4 Introduction... 4-1 Demonstration: Confirming Codes for Earnings in the Validation Tables... 4-2 Demonstration: Importing Bonuses... 4-3 Demonstration: Importing Vacation Pay... 4-6 Options for Structuring a Paydata Import File... 4-8 Module 4 Summary... 4-9 Module 5: Validating the Imported Data Module 5 Introduction... 5-1 Verifying Your Imported Data... 5-2 Demonstration: Interpreting Information in the Import Log... 5-4 Activity: Correcting Importing Errors... 5-7 Activity Results: Correcting Importing Errors... 5-10 Module 5 Summary... 5-14 Course Closing Support After Class... 6-1 ADP Client Service Centre... 6-2 ADP Workforce Now Support Centre... 6-3 The Bridge... 6-4 Course Closing... 6-5 2015-2017 ADP, LLC iv W008_ILT_WFN15V01_0921
Importing Data for ADP Workforce Now Course Introduction
Course Introduction Course Purpose This course has been designed to provide you with the knowledge and hands on experience required to be comfortable using the Importing Data for ADP Workforce Now. This course prepares you to update data in ADP Workforce Now after your ADP Implementation Specialist has completed the initial importing process (referred to as the data conversion process). It describes the available methods for updating data, including importing in batch, focusing on employee and paydata. Course Objectives Upon completion of this course, participants will be able to: Describe importing and the available import methods and data types at a high level Prepare data import files Import employee data Import paydata Troubleshoot and verify imported data 2015-2017 ADP, LLC 1-1 W008_ILT_WFN15V01_0921
Course Agenda During this course, we will explore several topics. Each topic and module within the ADP Workforce Now training has been designed to build upon the previous topic/module. Upon completion of the training, you will have a complete picture of how each individual module functions, and how they work together to create a complete solution. In addition, ADP provides three different online resource tools that are designed to support your learning after class. You will explore the following topics: Modules Module 1: Importing Overview Module 2: Preparing the Data Import File Module 3: Importing Employee Data Topics The Initial Data Import Process Maintaining Data after the Initial Import Importing Overview What Data Can Be Imported? The Data Import Process What Is a Baseline Report? Validating the Imported Data Sending Notifications when a Data Import Is Completed Preparing the Data Import File The Employee Import File Data Import File Field Requirements for a New Hire The Paydata Import File Other Types of Imports Using the Import Reference Guides Demonstration: Importing Employee Data for New Hires Demonstration: Importing Employees with Salary Increases Demonstration: Handling Reporting Structure Changes Module 4: Importing Paydata Module 5: Validating the Imported Data Module 6: Course Closing Demonstration: Confirming Codes for Earnings in the Validation Tables Demonstration: Importing Bonuses Demonstration: Importing Vacation Pay Options for Structuring a Paydata Import File Verifying Your Imported Data Demonstration: Interpreting Information in the Import Log Activity: Correcting Importing Errors Activity Results: Correcting Importing Errors Support after Class ADP Client Service Centre ADP Workforce Now Support Centre The Bridge Course Closing 2015-2017 ADP, LLC 1-2 W008_ILT_WFN15V01_0921
Importing Data for ADP Workforce Now Module 1: Importing Overview Automatic Data Processing, LLC ES Canada
MODULE 1: IMPORTING OVERVIEW Module 1 Introduction Purpose This module prepares you to describe the importing process at a high level, as well as the available data update methods and data import types. Objectives Upon completion of this module, you will be able to: Describe the importing process at a high level Identify the available data update methods Identify the types of data that can be imported Explain the purpose of a Baseline Report Describe how to validate imported data Describe how to send notifications when a data import is completed 2015-2017 ADP,LLC 1-1 W008_ILT_WFN15V01_0921
MODULE 1: IMPORTING OVERVIEW The Initial Data Import Process Overview During your implementation, the Data Conversion team worked with you to map your employee data to the Workforce Now database. During this process, they ensured that all Validation tables were updated either: During the I-Hub interview process - I-Hub provides a structured process for implementing ADP Clients. The ADP Implementation team uses I-Hub as a tool to input information about product setup, as well as validate and verify information input by clients Manually Through Import What Is the Initial Data Import Process? The Data Conversion/Implementation team uses the same process identified in the Data Import Process of this course. The same methodology is used for either an initial import, or updates to the data after the bulk of the data is set up. 2015-2017 ADP,LLC 1-2 W008_ILT_WFN15V01_0921
MODULE 1: IMPORTING OVERVIEW Maintaining Data after the Initial Import Available Data Update Methods There are several methods available for maintaining data in ADP Workforce Now. The following table describes all of the data update methods, as well as how to access them in the system: Use This Data Update Method: When You Need to: By Accessing: Importing Mass change Manual data entry Upload multiple types of data with different values Enter the same field value for a group of employees Change information for one employee at a time Process > Utilities > Import Process > HR > Mass Change Various options on the People menu 2015-2017 ADP,LLC 1-3 W008_ILT_WFN15V01_0921
MODULE 1: IMPORTING OVERVIEW Importing Overview Overview ADP Workforce Now provides you with an automated mechanism for quickly and accurately updating your database with large quantities of data. What Is Data Import? Data import is a process that loads data from a source file into your ADP Workforce Now database. Because it eliminates the need to enter data manually, importing provides an easy way to transfer large amounts of data from another source or to make multiple corrections. Importing versus Mass Change Importing is useful when you need to upload multiple types of data with different values. If you need to update the same field value for a group of employees, the Mass Change feature is the more suitable option. 2015-2017 ADP,LLC 1-4 W008_ILT_WFN15V01_0921
MODULE 1: IMPORTING OVERVIEW What Is Mass Change? Mass change involves entering the same field value for a group of employees. It is available for the following fields in ADP Workforce Now: Available Fields Assigned Shift Associate ID Benefits Eligibility Class Business Unit Commission Company Code Daily Rate Deduction Amount Deduction Code Deduction Code within Company Employee Option Code Employee Option Code within Company Employee Option Value Employee Status Employee Type Employees with Payroll History Exception Hourly File # Hire Data Home Cost Number Home Cost Number within Company Home Department Home Department within Company Home Phone Area Code Hourly Rate Job Title Location New Hire Flag Available Fields Not Paid By Payroll Pay Class - Time & Attendance Pay Division Pay Division within Company Pay Frequency Pay Grade Pay Group Position ID Rate 1 Amount Rate Type Rate Type & Amount Reports To Reports To Salary + Commission Salary Rate Scheduled for Termination - Time & Attendance Shift Rule - Time & Attendance Standard Hours Start Date - Time & Attendance Status Stop Date - Time & Attendance Time & Attendance Employee Time & Attendance Supervisor TimeZone - Time & Attendance Union Code Variable Not Paid By Payroll 2015-2017 ADP,LLC 1-5 W008_ILT_WFN15V01_0921
MODULE 1: IMPORTING OVERVIEW What Data Can Be Imported? Overview In ADP Workforce Now, you can import the following types of data: Validation table data Applicants data Benefits data Paydata Employee data Time Off accruals data Time and attendance data (if your company uses ADP Workforce Now Time & Attendance) 2015-2017 ADP,LLC 1-6 W008_ILT_WFN15V01_0921
MODULE 1: IMPORTING OVERVIEW Data Types and Descriptions The following table describes the types of data that you can import: Data Type Description Example Validation Table data Applicants data Benefits data Paydata Employee data Time Off Accruals data Time and attendance data Includes the codes and descriptions for your companylevel information You can import three types of applicant data files: Requisition. Candidate: Includes personal, Voluntary Self-Identification Data (VSID), and contact information. Application: Includes additional information, application notes, application status, files uploaded, questions, source, and SASS settings data. Validation Table Imports -You can only import the following validation tables: Benefits Earnings Benefits Eligibility Class Comparison Fields Employee Data - For details, refer to the following chapters or sections within the Employee Import Guide: Benefit Plan Enrollment Fields Dependents/Beneficiaries Position Job Profile - Benefits Eligibility Class Includes pay information needed for the current pay period Includes employee information such as contact, employment, and position information Includes Time taken, adjustments, requested carryover, stop or restart awards, stop or restart processing, and external awards (accruals are imported as external awards) Includes the following Time & Attendance-specific information: Schedules Time zones Labour charge fields You import new location codes and descriptions. Your company is in the process of a hiring blitz. You have received hundreds of completed applications and want to get them into the system quickly for review and further processing if required. For details on field requirements for the import files, refer to the Validation Table Import Guide and the appropriate chapters or sections within the Employee Import Guide. You import a paydata batch you received from a remote office. You import new employee phone numbers. At the end of the year, managers are required to approve all requested carryover amounts. Approval is done on a spreadsheet, and then imported. You import schedules for your employees for the next schedule period. 2015-2017 ADP,LLC 1-7 W008_ILT_WFN15V01_0921
MODULE 1: IMPORTING OVERVIEW The Data Import Process Overview Once you have determined that importing is the appropriate data update method, you will begin to follow the data import process. Stages and Descriptions The following table describes the stages in the data import process: Stage 1. Determine your data update type. 2. 3. Determine the most appropriate data update method. 4. Prepare and test the data import file. Description Evaluate the type of data and amount of data that you need to update: Applicants data Benefits data Employee data Time Off accruals data Paydata Time and attendance data Validation table data Based on the amount of data you need to update, select the most appropriate update method. If there is a significant amount of data to be imported, an import to update the data might be the most efficient option. If you are only updating a few items, manual entry may be the best choice. Consult with an ADP representative if you require further assistance. Create the file and ensure that it is formatted correctly. Prepare an import file with one or two entries to test that the headers are formatted correctly. When you are sure the headers in the import file are correct, populate it with all the data you need to import, and import the data. 5. Run a baseline report. A baseline report provides a snapshot of your data in its current state. Run this report before an import to show how data looked before this process. 6. Set up email notifications if required. Note: Baseline reports are useful only if you are updating existing records. Select settings that determine how the import runs. For example, you indicate who is notified that the import has been completed. Note: This step is optional. 7. Import the data. Use the Import page to process the import. 8. Troubleshoot and verify the imported data. Note: Current paydata is put into a batch and therefore can easily be deleted Although there is no feature to undo an import, you have two options to correct any mistakenly imported values: Manually return the values to the previous values or desired values Re-run the import file with the previous values or the desired values Troubleshoot any import errors or warnings, and validate that the data imported as expected. 2015-2017 ADP,LLC 1-8 W008_ILT_WFN15V01_0921
MODULE 1: IMPORTING OVERVIEW What Is a Baseline Report? Overview A baseline report is a snapshot of your data in its current state prior to the import. You can refer to this report to confirm that your data updated as expected. Running the baseline report represents the third stage of the data import process. Depending on which type of information you are importing, you can run a standard report or create and run a custom report. A baseline report is only required if you are updating existing records. It is not required if you are adding records. Example You plan to import new work contact information for all employees in the Accounting department. You use the Employee Directory report as your baseline report. This report shows employee contact information as of today before you import the new information. The following is an example of this report: Additional Resources For more information about standard reports, refer to WFN Support. For more information about custom reports, refer to the Custom Reporting Basics for ADP Workforce Now course on Learn@ADP. 2015-2017 ADP,LLC 1-9 W008_ILT_WFN15V01_0921
MODULE 1: IMPORTING OVERVIEW Validating the Imported Data Overview To validate the imported data, you can run reports,, review the import logs to troubleshoot errors and warning encountered during the import process, or view the data in ADP Workforce Now to ensure that it is imported correctly. Additional Resources For more information about standard reports, refer to WFN Support. For more information about custom reports, refer to the Custom Reporting Basics for ADP Workforce Now course on Learn@ADP. 2015-2017 ADP,LLC 1-10 W008_ILT_WFN15V01_0921
MODULE 1: IMPORTING OVERVIEW Validation Methods and Descriptions The following table describes the two main methods for validating imported data in ADP Workforce Now: Validation Method Run a report and compare it to the baseline report Review the import logs View the data on the appropriate page in ADP Workforce Now Description You can either run an Audit Trail report or run the same baseline report and then run a comparison report to see the differences and compare the output before and after the import. Note: Baseline reports are useful only if your import updated existing records. An import log is generated when there are warnings or errors received during the import process. This file provides valuable troubleshooting information when you are investigating issues with an import file. The following table describes how to navigate to the appropriate page: To Verify: Use This Path: Applicants Data Benefits data Process > Talent > Applications For data related to the Benefits Validation Tables: Setup > Tools > Validation Tables For data related to the enrollments: People > Benefits > Enrollments For data related to dependents and beneficiaries: People > Benefits > Dependents and Beneficiaries Paydata Validation table data Employee data/time off Accruals Process > Payroll > Paydata Note: Only the current pay type will display in a batch. For all other pay types, you must verify by reports or by validating the screen of individual employees. Setup > Tools > Validation Tables Choose the appropriate option from the People menu For Time Off accruals, People > Time Off > Time Off Balances Time and attendance data To Verify: Use This Path: Labor charge fields Schedules Setup > Time & Attendance > Labor Charge Fields People > Time & Attendance > Monthly Schedule 2015-2017 ADP,LLC 1-11 W008_ILT_WFN15V01_0921
MODULE 1: IMPORTING OVERVIEW Sending Notifications when a Data Import Is Completed Overview You can elect to send notifications when a data import is completed. These notifications can be sent to both the Workforce Now Message Centre and an email address. The process for setting up notifications is the same for all data types although you select a different template for the import preferences. Example John Dexter needs to receive an e-mail notification each time employee data is imported. He will access the Import Preferences through Process > Utilities > Import to modify the WFN Template for Employee Import, and specify his user ID and email address in the appropriate fields so that he receives a notification to both the Workforce Now Message Centre and his email address. 2015-2017 ADP,LLC 1-12 W008_ILT_WFN15V01_0921
MODULE 1: IMPORTING OVERVIEW Module 1 Summary In this module, you learned how to: Describe the importing process at a high level Identify the available data update methods Identify the types of data that can be imported Explain the purpose of a Baseline Report Describe how to validate imported data Describe how to send notifications when a data import is completed 2015-2017 ADP,LLC 1-13 W008_ILT_WFN15V01_0921
Importing Data for ADP Workforce Now Module 2: Preparing the Data Import File Automatic Data Processing, LLC ES Canada
MODULE 2: PREPARING THE DATA IMPORT FILE Module 2 Introduction Purpose This module helps you to prepare data import files depending on the type of data you are importing. Objectives Upon completion of this module, you will be able to: Prepare the data import file Prepare employee data import files Prepare paydata import files Prepare other types of import files Use the Import Reference Guides to help you prepare data import files 2015-2017 ADP, LLC 1-1 W008_ILT_WFN15V01_0921
MODULE 2: PREPARING THE DATA IMPORT FILE Preparing the Data Import File Overview Preparing for data import involves determining the type of data that you need to import, deciding on the most appropriate data update method based on the volume of data to be imported, preparing the data import file, running the baseline report, and setting your import preferences if notification when the importing process is finished is required. Impacts of Effective Dating on Data Import Files Some import files will require the Change Effective On field to be included in the data import file header. Effective dating means that ADP Workforce Now holds multiple records: Historical Current Future Both Historical and Future records can have multiple entries, but there is only one current record. The following ADP Workforce Now pages and tabs include an effective dating timeline that shows all of these entries on the same page: Consolidated Employment Profile, which includes tiles for the following items: Position Status Regular Pay Corporate Groups Employment Work Schedule An effective dating bar appears on all of these pages and tabs. Therefore, for any imports involving fields on these pages or tabs, an effective date will be required as a field in the import header. Direct Deposits (People > Pay > Direct Deposit) Tax Withholdings (People > Pay > Tax Witholdings) Federal Tab Provincial Tab Commissions Tab Pension (People > Pay) 2015-2017 ADP, LLC 1-2 W008_ILT_WFN15V01_0921
MODULE 2: PREPARING THE DATA IMPORT FILE What Is Preparing a Data Import File? Overview Preparing a data import file includes completing the necessary tasks to create the file and ensure that it meets all requirements. These requirements differ depending on the type of data that you are importing. Each import file consists of a header that specifies the data to be imported. Headers for each data type differ depending on the importing task, and the data that is important to your organization. The best practice for creating import files is to specify the header information in a Microsoft Excel spreadsheet, which is much easier to read than a comma-separated values (CSV) file in Notepad. Once you are sure that the headers in the import file are correct, and save the file to CSV format. 2015-2017 ADP, LLC 1-3 W008_ILT_WFN15V01_0921
MODULE 2: PREPARING THE DATA IMPORT FILE Requirements for the Data Import File The following table describes requirements for each data import file: Requirement Include all required fields Ensure that all field headings are correct Ensure that fields are in the correct sequence Ensure that all data values are valid Save the file using the correct file naming convention Save the file in the correct format Description For each import type, certain fields are required in order for the records to be properly indexed. Refer to the corresponding Importing guide for this information before you start the import process. Field headings must match the requirements specified in the appropriate importing guide. ADP Workforce Now expects certain key fields to be displayed at the beginning of each record. Refer to the corresponding Importing guide for this information before you start the import process. The data included in the file must be valid for the type of data that you are importing. Valid data includes the format, number of characters or digits allowed, as well as specific values to be entered for a field, To confirm that the data in a file is valid for a specific import type, refer to the corresponding Importing. For ADP Workforce Now to recognize the file, you must use the appropriate file naming convention for each import type. Refer to the corresponding Importing guide for this information before you start the import process. You must save the file in the correct file format with the correct filename extension for each import type. 2015-2017 ADP, LLC 1-4 W008_ILT_WFN15V01_0921
MODULE 2: PREPARING THE DATA IMPORT FILE The Employee Import File Overview To import employee data, users require Practitioner access to Workforce Now. You can use the employee import file to both change and delete employee data. You can use importing to update both current year, and year end data. The way you set up the employee import file determines whether current year or year-end data is imported. When you import employee data, the requirements for the data import file vary depending on the following factors: If the import is for new hires If the import involves changes to existing employee data If you are setting up new entries in the Validation Tables in Workforce Now, such as awards, memberships, license and certifications Requirements for an Employee Import File When you prepare an employee data import file, keep the following requirements in mind: Requirement Include all required fields Ensure that all field headings are correct Ensure that fields are in the correct sequence Ensure that all data values are valid Save the file using the correct file naming convention Save the file in the correct format Description You must include Position ID in order for the records to be properly indexed. Note: If you are importing additional positions for employees, you must also include the Associate ID field. Each field heading must match the requirements specified in the Importing Employee Data guide. Your employee data import file must use one of the following sequences: Position ID must be the first field. If required, Associate ID must be the first field, and Position ID must be the second field. All other fields you are importing may be listed to the right in any sequence. Ensure that you enter and format the data correctly. For example, enter Social Security numbers as nine digits with or without dashes and without spaces. You may use almost any file naming convention for employee data import files. Restrictions are listed in the Importing Employee Data guide. Note: If you want to import records from multiple company codes within the same file or positions that are not associated with a company code, you must use the file naming convention EMP.CSV. Save the file as a CSV or TXT file. 2015-2017 ADP, LLC 1-5 W008_ILT_WFN15V01_0921
MODULE 2: PREPARING THE DATA IMPORT FILE Example You need to import work and fax numbers for all employees in the Accounting department. The following is an example of the employee data import file: 2015-2017 ADP, LLC 1-6 W008_ILT_WFN15V01_0921
MODULE 2: PREPARING THE DATA IMPORT FILE Data Import File Field Requirements for a New Hire Overview When you import new hires, different field requirements apply. The following table lists the basic requirements and the suggested order of fields for new hires: IF the New Hire: THEN You Must Include These Fields in the Import File: Position ID Change Effective On Is Paid by WFN Position Uses Time Co Code File Number Last Name Middle Name First Name Birth date Correspondence language Address 1 Use as Legal Address 1 Line 1 Address 1 City Address 1 Province Address 1 Postal Code Address 1 Country Hire Date Position Start Date Employee Status Termination Date Termination Reason Standard Hours Rate Type Rate Amount Receive Scheduled Payment Payment Method (Cheque only. If deposit then require additional fields) Province Of Employment Tax ID Number CRA PA / RQ ID Tax Form First Name Tax Form Middle Initial Tax Form last Name Payroll Last Name Payroll First Name Pay Class (If it is being used by the client) Note: Clients may require additional fields not included in this list. 2015-2017 ADP, LLC 1-7 W008_ILT_WFN15V01_0921
MODULE 2: PREPARING THE DATA IMPORT FILE Important Information about Changes to Employees If you are changing or updating employee data, the following fields are required: Position ID Change Effective On 2015-2017 ADP, LLC 1-8 W008_ILT_WFN15V01_0921
MODULE 2: PREPARING THE DATA IMPORT FILE The Paydata Import File Overview Only Practitioners with the correct access permission to the paydata import function can import paydata. Access to importing paydata is controlled by your profile memberships and access permissions. These are set up for you by your company administrator. You can import both current year and year-end paydata. Requirements for the Paydata Import File When you prepare a paydata import file, refer to the following requirements: Requirement Include all required fields Ensure that all field headings are correct Ensure that fields are in the correct sequence Ensure that all data values are valid Save the file using the correct file naming convention Save the file in the correct format Description You must include Position ID, Payment and Description. If Position ID is not included, then Company Code and File Number must be the first two fields. Additional fields are required and vary depending on the type of paydata you are importing. These requirements are specified in the Importing Paydata guide. Each field heading must match the requirements specified in the Importing Paydata guide. Your paydata import file must use the following sequence: Position ID Note: If Position ID is not used, then Co Code, Description, File # and the other fields. Co Code must be the first field - not required if Position ID is used. Description must be the second field - not required if Position ID is used. File # must be the third field. The other fields you are importing are listed to the right. Ensure that you enter and format the data correctly. For example, enter file numbers with no more than nine digits. Use the file naming convention EPIccccAA.CSV, where "cccc" represents the company code. Save the file as a CSV file. 2015-2017 ADP, LLC 1-9 W008_ILT_WFN15V01_0921
MODULE 2: PREPARING THE DATA IMPORT FILE Example You need to import paydata for one of your offices. The following is an example of the paydata import file: Important Information To indicate the absence of numeric data in a paydata import file, leave the value blank; do not enter a zero. If you enter a zero, the system imports the value of zero rather than a blank value. Additional Resources For more information about preparing paydata import files, refer to the Importing Paydata guide on the Support Center. 2015-2017 ADP, LLC 1-10 W008_ILT_WFN15V01_0921
MODULE 2: PREPARING THE DATA IMPORT FILE Other Types of Imports Overview of Importing Validation Table Data Validation tables contain the data that make up the selection lists for many of the fields in ADP Workforce Now. For example, the Department table contains the codes displayed in the Home Department field on the Position page, and the Temporary Department column on the Paydata Entry Batch page. Most of the validation tables for your company are set up by ADP during the initial import process. After the initial setup, you may need to add more entries, or records, to a validation table. There are two options available for updating Validation Table data: Through the Workforce Now menu Setup > Tools > Validation Table Using an import file Note: Check with your ADP Representative before importing Validation table data that may impact other areas. Items such as Cost Centres, Department, Pay Division, Earnings, and deductions may impact the General Ledger or payroll. If you are unsure, please check with an ADP Representative first. Important Information You can update the Validation Tables in your version of Workforce Now. Validation Tables in the demonstration system cannot be updated. For step-by-step instructions, refer to the Workforce Now online help. Overview of Importing Time & Attendance Data Typical Time & Attendance data are things like schedules or major changes to Labour Charge fields. For example, if you have a complete reorganization, an import field can be used to import employee level Labour Charge fields. 2015-2017 ADP, LLC 1-11 W008_ILT_WFN15V01_0921
MODULE 2: PREPARING THE DATA IMPORT FILE Using the Import Reference Guides The Import Reference Guides contain useful information on how to structure your import file for the various import types. The best practice for preparing an import file is to use the corresponding import guide while you are creating the data import file. For more detailed information about preparing your data import files, refer to the following ADP Workforce Now guides on the Support Center: Importing Applicant Data guide Importing Employee Data Importing Paydata Importing Validation Table Data Importing and Exporting Time and Attendance Data 2015-2017 ADP, LLC 1-12 W008_ILT_WFN15V01_0921
MODULE 2: PREPARING THE DATA IMPORT FILE Module 2 Summary In this module, you learned how to: Prepare the data import file Prepare employee import files Prepare paydata import files Identify the other types of import files Use the Import Reference Guides to help you prepare data import files 2015-2017 ADP, LLC 1-13 W008_ILT_WFN15V01_0921
Importing Data for ADP Workforce Now Module 3: Importing Employee Data Automatic Data Processing, LLC ES Canada
MODULE 3: IMPORTING EMPLOYEE DATA Module 3 Introduction Purpose This module prepares you to work with some common scenarios you will encounter when updating employee data. Objectives Upon completion of this module, you will be able to: Use the Importing Employee Data guide to help you prepare an employee data import file Prepare an employee data import file for newly hired employees Validate imported data for newly hired employees Prepare an employee data import files for employees with salary increases Validate imported data for employees with salary increases Prepare an employee data import file when reporting structure changes Validate imported data when reporting structure changes Use the Mass Change feature in ADP Workforce Now to update reporting structure changes 2015-2017 ADP, LLC 1-1 W008_ILT_WFN15V01_0921
MODULE 3: IMPORTING EMPLOYEE DATA Demonstration: Importing Employee Data for New Hires We will now demonstrate the process of importing employee data for new hires. This demonstration consists of four main parts: Scenario Locate available reference materials Review the import file Import the data Validate the imported data ABC Company has just finished hosting a recruiting event. As a result of this recruiting event, the following new employees were hired: Angelo Benton Charles Fager Charlie Bontempo Frank Cavallo Gary Barrow Henry Damaska Indira Gupta James Townsend - Manager John Fisher Krista Volker - Manager Margaret Albany - Manager Marjorie Fitch Mary Macgill Michael Carson - Manager Nick Karas Patricia Conti Peter Brown Roberta Carney All of the new hires will be paid through ADP Workforce Now. 2015-2017 ADP, LLC 1-2 W008_ILT_WFN15V01_0921
MODULE 3: IMPORTING EMPLOYEE DATA Activity: Importing Employee Data for New Hires, Part 1 - Locate Available Reference Materials Starting Point: Process > Utilities > Import Step Action 1 Select the Employees link from the left side of the page. 2 To display all of the Learning Bytes related to importing, click on the icon next to Import. 3 Select the Importing New Hires Learning Byte. 4 To display the online help available for importing, click on the icon next to Import. 5 Select the Import Employee Data link to learn more about it. 6 To locate the Importing Employee Data guide that you use as your primary reference while preparing the import file, click the Support link located in the upper right corner of ADP Workforce Now. 7 From the Support Center Resources section, select the Product Documentation link. 8 From the Importing Data Into ADP Workforce Now section, select Importing Employee Data. Importing Employee Data. 9 To save a copy of this reference document to your local drive, click on the PDF and then click on the Save icon. Name the file Importing Employee Data, and select Save. Activity: Importing Employee Data for New Hires, Part 2 - Review the New Hire Import File Step Action 1 Open the Importing Employee Data guide you just downloaded to your local drive. 2 Review and familiarize yourself with the contents of the chapter Setting Up for Employee Import. 3 Review and familiarize yourself with the contents of chapter Understanding Employee Data Import Files. 4 Open the WFN New Hire CSV employee data import file supplied by your instructor. 5 Verify that the header corresponds to the header information required as specified in the section Data Import File Field Requirements for a New Hire. 5 Close the file without saving it in case you've mistakenly introduced changes. 2015-2017 ADP, LLC 1-3 W008_ILT_WFN15V01_0921
MODULE 3: IMPORTING EMPLOYEE DATA Activity: Importing Employee Data for New Hires, Part 3 - Import the File Starting Point: Process > Utilities > Import Step Action 1 Select Employees. 2 Click the Add button. 3 Click Browse for Files. Result: The File Upload window opens. 4 Click Add Files. 5 Select the CSV file your instructor created for importing new employees and then click Open. 6 Click Upload. 7 Click Done. 8 Select the import file. 9 Click Other Actions and select Start. Activity: Importing Employee Data for New Hires, Part 4 - Validate the Imported Data Starting Point: People > Employment > Employment Profile Step Action 1 From the Employment Profile page, click the magnifying glass icon. 2 In the Search field, type Benton. 3 Verify that the information specified in the import file is displayed in the Position tile of the employee's consolidated employment profile, and record the employee's Position ID. Copy and paste it into a Notepad file. 4 Repeat steps 1 to 3 for Indira Gupta, Mary Macgill and Peter Brown. You will need the Position ID for each of these employees for the next activity. Record Position IDs Employee Position ID Angelo Benton Indira Gupta Mary Macgill Peter Brown 2015-2017 ADP, LLC 1-4 W008_ILT_WFN15V01_0921
MODULE 3: IMPORTING EMPLOYEE DATA Demonstration: Importing Employees with Salary Increases We will now demonstrate the process of importing employees with salary increases. Scenario Each new hire receives a performance review after three months of successfully performing at ABC Company. To recognize and retain these high performers, a salary increase is granted with each successful performance review. This year, the following new hires have exceeded performance expectations and will receive a salary increase after their three month performance review: Angelo Benton Indira Gupta Mary Macgill Peter Brown Activity: Importing Employees with Salary Increases, Part 1 - Prepare the Import File Step Action 1 Open the Employee Salary Increase Template.csv file with the following fields in the header: Position ID Change Effective On Rate Type Rate Amount Standard Hours Compensation Change Reason 2 Open the Importing Employee Data guide you downloaded to your local drive. 3 Enter the Position IDs you recorded for these employees from the previous activity. 4 Specify the current date for the Change Effective On field. 5 Search for Rate Type in the Importing Employee Data guide. Enter the appropriate Rate Type for each employee based on the information contained in the guide. 6 Enter $3,000 as the Rate Amount for each employee: 7 Enter 40 for the Standard Hours field. 8 Select MER Merit for the Compensation Change Reason dropdown. 9 Save and close the CSV file. 2015-2017 ADP, LLC 1-5 W008_ILT_WFN15V01_0921
MODULE 3: IMPORTING EMPLOYEE DATA Activity: Importing Employees with Salary Increases, Part 2 - Import the File Starting Point: Process > Utilities > Import Step Action 1 Select Employees. 2 Click the Add button. 3 Click Browse for Files. Result: The File Upload window opens. 4 Click Add Files. 5 Select the CSV file you just created for employee salary increases and then click Open. 6 Click Upload. 7 Click Done. 8 Select the import file. 9 Click Other Actions and select Start. Activity: Importing Employees with Salary Increases, Part 3 - Validate the Imported Data Starting Point: People > Employment > Employment Profile Step Action 1 From the Employment Profile page, click the magnifying glass icon. 2 In the Search field, type the name of an employee you just imported. 3 Verify that the salary increase specified in the import file for that employee is displayed on the Regular Pay tile. 4 Repeat steps 1 to 3 for the other employees to verify the information. 2015-2017 ADP, LLC 1-6 W008_ILT_WFN15V01_0921
MODULE 3: IMPORTING EMPLOYEE DATA Demonstration: Handling Reporting Structure Changes We will now demonstrate the process of handling reporting structure changes. There are two options for this process: Scenario Create an import file to process the reporting structure changes - We will use this option for employees who will now report to James Townsend and Krista Volker. Use the HR Mass Change feature through the menu in ADP Workforce Now - We will use this option for employees who will now report to Margaret Albany. Several managers at ABC Company have been reassigned. The HR practitioner needs to update ADP Workforce Now to reassign all affected employees to their new managers, as illustrated in the following graphic: 2015-2017 ADP, LLC 1-7 W008_ILT_WFN15V01_0921
MODULE 3: IMPORTING EMPLOYEE DATA Activity: Handling Reporting Structure Changes, Option 1 - Importing, Part 1 - Record Position IDs of the New Managers and Employees Starting Point: People > Employment > Employment Profile Step Action 1 From the Employment Profile page, click the magnifying glass icon. 2 In the Search field, type James Townsend. 3 Record the Position ID for James Townsend from the Position tile to be used in the import file. 4 Repeat steps 1 through 3 for Krista Volker. 5 Repeat steps 1 through 3 for all of the employees that currently report to Donald East and John Dexter, as shown in the following graphic: 2015-2017 ADP, LLC 1-8 W008_ILT_WFN15V01_0921
MODULE 3: IMPORTING EMPLOYEE DATA Record Position IDs for Managers Starting Point: People > Employment > Employment Profile Managers James Townsend Krista Volker Position ID Record Position IDs for Employees Starting Point: People > Employment > Employment Profile Employees Anthony Albright Samuel Barbato Angelo Benton Gary Barrow Peter Brown Roberta Carney Patricia Conti Marjorie Fitch Position ID 2015-2017 ADP, LLC 1-9 W008_ILT_WFN15V01_0921
MODULE 3: IMPORTING EMPLOYEE DATA Activity: Handling Reporting Structure Changes, Option 1 - Importing, Part 2 - Prepare the Import File Step Action 1 Create a CSV file with the following fields in the header: Position ID Change Effective On Reports To Position ID Position Start Date 2 Open the Importing Employee Data guide you downloaded to your local drive, and search for the information on each field specified. 3 Enter the appropriate data for all of the fields for each employee. You will need to refer back to the recorded list of position IDs from the previous part of this activity 4 Save the CSV file using the correct file naming convention. Activity: Handling Reporting Structure Changes, Option 1 - Importing, Part 3 - Import the File Starting Point: Process > Utilities > Import Step Action 1 Select Employees. 2 Click the Add button. 3 Click Browse for Files. Result: The File Upload window opens. 4 Click Add Files. 5 Select the CSV file you just created for reporting structure changes and then click Open. 6 Click Upload. 7 Click Done. 8 Select the import file. 9 Click Other Actions and select Start. Activity: Handling Reporting Structure Changes, Option 1 - Importing, Part 4 - Validate the Imported Data Starting Point: People > Employment > Employment Profile Step Action 1 From the Employment Profile page, click the magnifying glass icon. 2 In the Search field, type the name of an employee you just imported. 3 Verify that the reports to information specified in the import file for that employee is displayed in the Reports To: field on the Position tab. 4 Repeat steps 1 to 3 for two more employees to verify the information. 2015-2017 ADP, LLC 1-10 W008_ILT_WFN15V01_0921
MODULE 3: IMPORTING EMPLOYEE DATA Activity: Handling Reporting Structure Changes, Option 2 - Mass Change, Part 1 - Set Up Criteria for Mass Change Starting Point: Process > HR > Mass Change Step Action 1 For Step 1 Select Employees, select Reports To for the Field Name field. 2 For the Comparison field, select is equal to. 3 For the Field Value field, select Michael Carson. 4 Click Next. Activity: Handling Reporting Structure Changes, Option 2 - Mass Change, Part 2 - Use Mass Change for one New Manager Starting Point: Process > HR > Mass Change Step Action 1 For Step 2 Select Field, select Reports To. 2 Click Next. 3 For the Action field, select Replace with new value and Even if value does not exist.. 4 Select the current date as the Effective Date. 5 For the Value field, select the Change link. Select the new manager, and click OK. 6 Click Next. 7 For Step 3 Review Selections, verify that all of the employees to report to the new manager are listed. 8 Click Next. A message prompts you to continue with this mass change. Activity: Handling Reporting Structure Changes, Option 2 - Mass Change, Part 3 - Validate Mass Changes Starting Point: People > Employment > Employment Profile Step Action 1 Select the magnifying glass icon. 2 In the Search field, type the names of one of the employees now reporting to Margaret Albany. 3 Verify that the Reports To: field displays Margaret Albany. 2015-2017 ADP, LLC 1-11 W008_ILT_WFN15V01_0921
MODULE 3: IMPORTING EMPLOYEE DATA Module 3 Summary In this module, you learned how to: Use the Importing Employee Data guide to help you prepare an employee data import file Prepare an employee data import file for newly hired employees Validate imported data for newly hired employees Prepare an employee data import file for employees with salary increases Validate imported data for employees with salary increases Prepare an employee data import file when reporting structure changes Validate imported data when reporting structure changes Use the Mass Change feature in ADP Workforce Now to update reporting structure changes 2015-2017 ADP, LLC 1-12 W008_ILT_WFN15V01_0921
Importing Data for ADP Workforce Now Module 4: Importing Paydata Automatic Data Processing, LLC ES Canada
MODULE 4: IMPORTING PAYDATA Module 4 Introduction Purpose This module prepares you to work with some common scenarios you will encounter when updating paydata. Objectives Upon completion of this module, you will be able to: Use the Importing Paydata guide to help you prepare a paydata import file Prepare a paydata import file for bonus payout in the current pay cycle Validate imported data for bonus payouts in the current pay cycle Prepare a paydata import file for employees with vacation time remaining to be paid out at the end of the year Validate imported data for employees with vacation time remaining to be paid out at the end of the year Identify the options for structuring a paydata import file 2015-2017 ADP, LLC 1-1 W008_ILT_WFN15V01_0921
MODULE 4: IMPORTING PAYDATA Demonstration: Confirming Codes for Earnings in the Validation Tables We will now demonstrate the process of confirming earnings codes in the Validation tables. You need to know this information before setting up the paydata import files. Scenario ABC Company is almost ready to pay out bonuses and vacation pay. When setting up the paydata import files for both these types of imports, an active earnings code for both of these categories must be identified in the header file of the paydata import file. Activity: Confirming Codes for Earnings in the Validation Tables Starting Point: Setup > Tools >Validation Tables>Payroll Step Action 1 From the Paydata category, select Hours & Earnings. 2 Locate and record the Earnings Code for Vacation. You will need this earnings code for an activity in this module. 3 Locate and record the Earnings Code for Bonus. You will need this earnings code for an activity in this module. Record Codes for Earnings Type of Earning Vacation Bonus Earnings Code 2015-2017 ADP, LLC 1-2 W008_ILT_WFN15V01_0921
MODULE 4: IMPORTING PAYDATA Demonstration: Importing Bonuses We will now demonstrate the process of importing bonuses. Scenario ABC Company awards quarterly bonuses to employees nominated by their peers as the person they'd most like to work with. All employees receive an anonymous ballot. They use this ballot to vote for the employee they'd most like to work with. When the votes are tallied, the top four nominated employees receive bonuses. For this quarter, the following employees will receive a bonus of $500: Angelo Benton Gary Barrow Roberta Carney Marjorie Fitch The bonus payout will be awarded on the current open pay cycle. Activity: Importing Bonuses, Part 1 - Locate Available Reference Materials Starting Point: Process > Utilities > Import Step Action 1 Select the Paydata link from the left side of the page. 2 To display all of the Learning Bytes related to importing, click on the icon next to Import. 3 Select the Importing Paydata Learning Byte. 4 To display the online help available for importing, click on the icon next to Import. 5 Select the Import Paydata link. 6 To locate the Importing Paydata Guide that you use as your primary reference while preparing the import file, click the Support link located in the upper right corner of ADP Workforce Now. 7 From the Support Center Resources section, select the Product Documentation link. 8 From the Importing Data Into ADP Workforce Now section, select Importing Paydata. 9 To save a copy of this reference document to your local drive, click on the PDF and then click on the Save icon. Name the file Importing Paydata, and select Save. 2015-2017 ADP, LLC 1-3 W008_ILT_WFN15V01_0921
MODULE 4: IMPORTING PAYDATA Activity: Importing Bonuses, Part 2 - Populate the Paydata Import File Step Action 1 Open the Importing Paydata guide you just downloaded to your local drive. 2 Open the CSV file supplied by your instructor. Verify that the following headers are included in the file: Position ID Payment Type Description Earnings Code Earnings Value 3 Enter the Position IDs you recorded for: Angelo Benton Gary Barrow Roberta Carney Marjorie Fitch 4 In the Importing Paydata guide, find Payment Type. 5 Enter CP for the Payment Type field. Note: Although it's a bonus payout, it is being paid out in the current open pay cycle so the payment type must be CP. 5 Enter Qtr Bonus for the Description field. 6 Enter 500 for the Earnings Value field. 7 Save the file. Activity: Importing Bonuses, Part 3 - Import the File Starting Point: Process > Utilities > Import Step Action 1 Select Paydata. 2 Click the Add button. 3 Click Browse for Files. Result: The File Upload window opens. 4 Click Add Files. 5 Select the EPIJFU4CP.csv you just created for paydata and then click Open. 6 Click Upload. 7 Click Done. 8 Select the import file. 9 Click Other Actions and select Start. 2015-2017 ADP, LLC 1-4 W008_ILT_WFN15V01_0921
MODULE 4: IMPORTING PAYDATA Activity: Importing Bonuses, Part 4 - Validate the Imported Data Starting Point: Process > Payroll > Verify Input Step Action 1 Process the current pay cycle before validating the imported data. 2 Click the Payroll Overview action icon. 3 Expand the Payments and Adjustments section. 4 To verify the information you just imported, select Bonus Pay. 2015-2017 ADP, LLC 1-5 W008_ILT_WFN15V01_0921
MODULE 4: IMPORTING PAYDATA Demonstration: Importing Vacation Pay We will now demonstrate the process of importing vacation pay. Scenario At the beginning of December, HR of ABC Company confirms with all managers that employees have taken or will take all vacation allotted to them by December 31. For those employees that are unable to take all of their vacation time, they receive a vacation payout for the last pay cycle of the year. ABC Company pays its employees every 15th and 30th of the month so the last pay cycle is December 30. The following employees need to be paid out for vacation time remaining: Angelo Benton Indira Gupta Mary Macgill Peter Brown This payout will occur in the current open pay cycle, which for demonstration purposes is assumed to be December 30 Activity: Importing Vacation Pay, Part 1 - Prepare the Import File Step Action 1 Open the CSV file supplied by your instructor. 2 Verify that the following fields are contained in the header: Position ID Payment Type Description Earnings Code Earnings Value 3 Enter the Position IDs you recorded for: Angelo Benton Indira Gupta Mary Macgill Peter Brown 4 For Payment Type, enter CP. 5 For Description, enter Vacation Pay Out. 5 For Earnings Code, enter 16. 6 For Earnings Amount, enter the following number of hours for each employee: Angelo Benton = 8 hours Indira Gupta = 24 hours Mary Macgill = 16 hours Peter Brown = 8 hours 8 Save and close the file. 2015-2017 ADP, LLC 1-6 W008_ILT_WFN15V01_0921
MODULE 4: IMPORTING PAYDATA Activity: Importing Vacation Pay, Part 2 - Import the File Starting Point: Process > Utilities > Import Step Action 1 Select Paydata. 2 Click the Add button. 3 Click Browse for Files. Result: The File Upload window opens. 4 Click Add Files. 5 Select the EPIJFU4vp.csv you just created for vacation pay and then click Open. 6 Click Upload. 7 Click Done. 8 Select the import file. 9 Click Other Actions and select Start. Activity: Importing Vacation Pay, Part 3 - Validate the Imported Data Starting Point: Process > Payroll > Verify Input Step Action 1 Process the current pay cycle before validating the imported data. 2 Click the Payroll Overview action icon. 3 Expand the Payments and Adjustments section. 4 To verify the information you just imported, select Current Pay, and select the batch you just imported to validate the data. 2015-2017 ADP, LLC 1-7 W008_ILT_WFN15V01_0921
MODULE 4: IMPORTING PAYDATA Options for Structuring a Paydata Import File When you structure a paydata import file, these are the available options. Use a single Payment Type in the import file Combine various payment types in a single file The following graphic shows a sample Bonus Pay import file: When using the Bonus Pay payment type, the fields Earnings Code and Earnings Amount are required in the header. The following graphic shows a sample Vacation Pay import file, which is designated as a Current Pay payment type: The Current Pay payment type requires the fields Earnings Code and Earnings Value in the header. If you were to combine both of these payment types in a single paydata import file, you would need to leave the field for Earnings Value blank for Bonus Pay, and leave the field for Earnings Amount blank for Vacation Pay, as shown in the following graphic: Always refer to the Importing Paydata Guide for information on the fields required in the import file header. 2015-2017 ADP, LLC 1-8 W008_ILT_WFN15V01_0921
MODULE 4: IMPORTING PAYDATA Module 4 Summary In this module, you learned how to: Use the Importing Paydata guide to help you prepare a paydata import file Prepare a paydata import file for bonus payouts Validate imported data for bonus payouts in the current pay cycle Prepare a paydata import file for employees with vacation time remaining to be paid out at the end of the year Validate imported data for employees with vacation time remaining to be paid out at the end of the year Identify the options for structuring a paydata import file 2015-2017 ADP, LLC 1-9 W008_ILT_WFN15V01_0921
Importing Data for ADP Workforce Now Module 5: Validating Your Imported Data Automatic Data Processing, LLC ES Canada
MODULE 5: VALIDATING YOUR IMPORTED DATA Module 5 Introduction Purpose This module shows you how to troubleshoot common problems you may find with employee and paydata import files. Objectives Upon completion of this module, you will be able to: Use the import log files for troubleshooting Correct some common problems you may find with data import files 2015-2017 ADP, LLC 1-1 W008_ILT_WFN15V01_0921
MODULE 5: VALIDATING YOUR IMPORTED DATA Verifying Your Imported Data Overview After the import, you verify that the data imported as expected. You may also need to troubleshoot any errors or warnings that occurred. Verifying data is the final stage of the data import process. Troubleshooting Errors and Warnings Overview Errors and warnings are generated when data is incomplete or invalid. If errors occurred, the import file status will display as Completed with Errors. The following example shows this status: To display the log and view details about the errors, click the filename. 2015-2017 ADP, LLC 1-2 W008_ILT_WFN15V01_0921
MODULE 5: VALIDATING YOUR IMPORTED DATA Import Error Example The following example of an import log contains error messages: 2015-2017 ADP, LLC 1-3 W008_ILT_WFN15V01_0921
MODULE 5: VALIDATING YOUR IMPORTED DATA Types and Descriptions The following table describes and provides examples of errors and warnings: Type Description Impact Example Error Occurs when data is incomplete or invalid The record that caused the error is rejected, and none of the data in that record is imported. A digit is missing from an employee's Position ID. Warning Occurs when data that is being imported may impact other areas in ADP Workforce Now The record is imported, but your follow-up is required. An employee is moving to another province. Because the move may have tax implications, you will need to perform an employee transfer. Additional Resources For more information on troubleshooting import file errors, refer to the appropriate Import guides as follows. Import Feature & Guide Employee Data Import,Importing Employee Data guide Paydata Import, Importing Paydata guide Validation Table Data, Importing Validation Table Data guide Chapter Number Chapter 8: Troubleshooting Employee Data Import Chapter 6: Troubleshooting Paydata Import Chapter 5: Troubleshooting Table Data Import 2015-2017 ADP, LLC 1-4 W008_ILT_WFN15V01_0921
MODULE 5: VALIDATING YOUR IMPORTED DATA Demonstration: Interpreting Information in the Import Log We will now demonstrate how to interpret information found in the import log file so that you can correct import errors. Review the following scenarios and, in each case, identify the issue and the best method for correction. Use the space provided to record your answers. Scenario 1 - Employee Data You tried to import employee changes, but errors occurred, as shown in the following graphic: 2015-2017 ADP, LLC 1-5 W008_ILT_WFN15V01_0921
MODULE 5: VALIDATING YOUR IMPORTED DATA Scenario 1 (Continued) The following is the employee data import file that you tried to import: What caused the errors, and what is the resolution? Tip When you are importing employee changes, if you encounter the error "The value for the field Is Paid By WFN is required to import A New Hire," check the Position ID to ensure that it matches that of an existing employee. If it does not match, ADP Workforce Now assumes that the record is a new hire and will reject the record because it does not include the fields required for importing new hires. 2015-2017 ADP, LLC 1-6 W008_ILT_WFN15V01_0921
MODULE 5: VALIDATING YOUR IMPORTED DATA Scenario 2 - Paydata You tried to import paydata, but errors occurred, as shown in the following graphic: The following is the paydata import file that you tried to import: What caused the error, and what is the resolution? 2015-2017 ADP, LLC 1-7 W008_ILT_WFN15V01_0921
MODULE 5: VALIDATING YOUR IMPORTED DATA Activity: Correcting Importing Errors Here are the scenarios you will review on your own. Look at the import file along with the import log file that is generated for clues on how to fix the issue. Scenario 1 - Employee Data All employees in the Sales department have been issued new cell phones. You need to import the new phone numbers for these employees. Import File The following illustrates the data that is included in the import file: Note: The company code shown in the Position ID field above may differ from the one assigned to you. Instructions Step Action 1 Import the EMPS2cccc.CSV file to ADP Workforce Now. 2 Check the log file, and navigate to the appropriate page or pages to validate the imported data. 2015-2017 ADP, LLC 1-8 W008_ILT_WFN15V01_0921
MODULE 5: VALIDATING YOUR IMPORTED DATA Scenario 2 Paydata Your offshore location has sent you their pay information for this pay period. You need to import this as a Current Pay batch. Import File The following illustrates the data that is included in the import file: Note: The company code shown above may differ from the one assigned to you. Instructions Step Action 1 Start the pay cycle for Geneva Entertainment. Step Action 1 Select Process > Payroll > Start New Cycle. 2 Select Geneva Entertainment and click Start. 2 Import the EPIccccS3.CSV file to ADP Workforce Now. 3 Check the log file, and navigate to the appropriate page or pages to validate the imported data. Tip If your Import page displays Not Ready to Run in the Exclusions column, your paydata import file is uploaded but cannot be imported because the pay cycle has not been started. Once you start the pay cycle and return to this page, the Status column will display Completed. 2015-2017 ADP, LLC 1-9 W008_ILT_WFN15V01_0921
MODULE 5: VALIDATING YOUR IMPORTED DATA Practice Login Information Record your login information here: Record your four-character company code here: Activity Results: Correcting Importing Errors Refer participants to the handout manual. Scenario 1 Results Refer participants to the handout manual. 2015-2017 ADP, LLC 1-10 W008_ILT_WFN15V01_0921
IMPORTING DATA FOR ADP WORKFORCE NOW MODULE 5: VALIDATING YOUR IMPORTED DATA Activity Results: Correcting Importing Errors Here are the results for both scenarios. Scenario 1 Results Importing the File 2015-2017 ADP, LLC 1-11 W008_ILT_WFN15V01_0921
IMPORTING DATA FOR ADP WORKFORCE NOW MODULE 5: VALIDATING YOUR IMPORTED DATA Scenario 1 Results (Continued) Checking the Log File Validating the Imported Data 2015-2017 ADP, LLC 1-12 W008_ILT_WFN15V01_0921
IMPORTING DATA FOR ADP WORKFORCE NOW MODULE 5: VALIDATING YOUR IMPORTED DATA Scenario 2 Results Importing the File Checking the Log File 2015-2017 ADP, LLC 1-13 W008_ILT_WFN15V01_0921
IMPORTING DATA FOR ADP WORKFORCE NOW MODULE 5: VALIDATING YOUR IMPORTED DATA Scenario 2 Results (Continued) Validating the Imported Data 2015-2017 ADP, LLC 1-14 W008_ILT_WFN15V01_0921
IMPORTING DATA FOR ADP WORKFORCE NOW MODULE 5: VALIDATING YOUR IMPORTED DATA Module 5 Summary In this module, you learned how to: Interpret information in the import log files Identify and resolve issues with a data import file 2015-2017 ADP, LLC 1-15 W008_ILT_WFN15V01_0921
Importing Data for ADP Workforce Now Course Closing Automatic Data Processing, LLC ES Canada
Support after Class Additional Online Resources ADP has multiple locations to access online resources: The ADP Client Service Centre: This is an online repository where clients can locate various types of information. The Bridge: This is an ADP sponsored online community for ADP clients to share knowledge, skills and have questions answered by client/adp within the community. Workforce Now Support Centre: This is an online tool built directly into Workforce Now. The tool is designed to provide users with: Step-by-Step procedures Online documentation regarding a variety of subjects Learning Bytes on a variety of subjects Let's us take a look at how each of these valuable resources can be accessed. 2015-2017 ADP, LLC 1-1 W008_ILT_WFN15V01_0921
ADP Client Service Centre The ADP Client Service Centre is an online resource available to all ADP clients. Users can access a multitude of resources using this tool: The Year End service centre, including reference materials and forms Welcome Packages, training manuals, Learning Bytes and online registration Health Tracking Program for clients who have purchased ADP Benefits Online support and service options. Accessing and Navigating in the Client Service Centre Step Action 1 Use your Internet browser to log into www.adp.ca. 2 Select the Client Service Login, located in the upper-right corner of the page. 3 Enter your company code and email address, and then select Login. Result: The Client Service Centre home page displays. 4 Let's locate the Workforce Now registration area within the Client Service Centre. Select the Learning Bytes link located under the title Training. Results: The Welcome to the Learning Bytes Library page appears, and the Learning Bytes section expands to display all products that have learning bytes. 2015-2017 ADP, LLC 1-2 W008_ILT_WFN15V01_0921
ADP Workforce Now Support Centre Users have access to this tool 24/7. This tool provides a variety of online tools: Step by Step instructional information. Learning Bytes (short 2-3 min instructional videos) on a variety of topics. Documentation providing the user with specific details about the topic searched. Accessing and Searching within the Workforce Now Support Centre Step Action 1 Select the Support link, located on the top right of the screen. 2 Type Performance into the search field, and then select Enter or the "Magnifying Glass" icon to begin the search. Result: All topics with Performance in them will display. 3 Review the available resources. IF you want to: Read documentation: View Step by Step instructions: View Learning Bytes: THEN: Select Documentation, then select topic Select Knowledge, then select topic Select Learning, then select topic 4 For this activity select the Learning tab and select the Starting a Performance review. Results: A second window will open and the learning byte will play. 5 When completed, select the Support icon again to close. 2015-2017 ADP, LLC 1-3 W008_ILT_WFN15V01_0921