Payroll Basics for ADP Workforce Now® Activity … Basics for ADP Workforce Now® Activity Workbook Automatic Data Processing, Inc. ES Canada PAYROLL LEVEL 1 FOR WORKFORCE NOW 2014

Payroll Basics for ADP Workforce Now®

Activity Workbook

Automatic Data Processing, Inc. ES Canada

PAYROLL LEVEL 1 FOR WORKFORCE NOW

2014 ADP, Inc. ii W002_ILT_WFN51V01_0114

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© 2014 ADP, Inc. and its licensors. All rights reserved.

Payroll Level 1

for ADP Workforce Now®

Module 2: Processing a Basic Payroll

Automatic Data Processing, Inc. ES Canada

MODULE 2: PROCESSING BASIC PAYROLL HANDOUT MANUAL

PAYROLL LEVEL 1 FOR ADP WORKFORCE NOW®

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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®.

Scenario

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

Step Action

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



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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®.

Scenario

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:



Step Action

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



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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®.

Scenario

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:



Step Action

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.



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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.

Scenario

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 Actions

Starting Point: Process > Payroll > Start New Cycle

Step Action

1 Select the Company Group Actions 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.



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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.

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.

Scenario

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

Step Action

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.

Grid

Defaults



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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.

Scenario

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

Step Action

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



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Activity: Relabeling Earning 2 - Double Time

Step Action

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



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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.

Scenario

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 > Paydata

Step Action

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.



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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.

Scenario

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 > Paydata

Step Action

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:

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.

4 Select Done.

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.



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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.

Scenario

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.

Step Action

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.



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Demonstration: Creating Paydata Batches

We will now demonstrate how to create a paydata batch.

Scenario

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

Step Action

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)

Step Action

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.



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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.

Scenario

David is required to pay out the $150.00 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.

Step Action

1 Select the Other Actions 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: 150.00

Result: The column will appear with a payment of $150.00 for each employee.



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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.

Scenario

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.


Tab > Select Sales Commission Batch.

Starting Point: Process > Payroll > Paydata > Current Cycle Tab > Select Sales

Commission Batch.

Step Action

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 $150.00 Car Allowance.

Insert Employee - Option 2 Image



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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.

Scenario

The Car Allowance amount has been raised from $150.00 to $200.00 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.


Tab > Select the batch name link.

Starting Point: Process > Payroll > Paydata > Current Cycle Tab > Select the batch name

link.

Step Action

1 Select the Other Actions 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 200.00.

5 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.



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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.

Scenario

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.


Tab > Select the regular batch link.

Starting Point: Process > Payroll > Paydata > Current Cycle Tab > Select the regular

batch link.

Step Action

1 Select the Other Actions 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



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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.

Scenario

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.


Tab > Select the regular batch link.

Starting Point: Process > Payroll > Paydata > Current Cycle Tab > Select the regular

batch link.

Step Action

1 Select the Other Actions 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



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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.

Scenario

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

Step Action

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.



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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.

Scenario

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

Step Action

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.



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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.

Scenario

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

Step Action

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.

Step Action

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.



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Demonstration: Verify Input

We will now demonstrate how to verify payroll entries.

Scenario

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:

Step Action

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.



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.



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Demonstration: Request Preview Reports

We will now demonstrate how to request preview payroll.

Scenario

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

Step Action

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. 2-36 W002_ILT_WFN51V01_0114 73

Viewing Preview Reports

Demonstration: Viewing Preview Reports

We will now demonstrate how to view preview reports.

Scenario

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

Step Action

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 www.adp.ca website to view a variety of learning bytes on how to read each of the

ADP reports.

http://www.adp.ca/



2014 ADP, Inc. 2-38 W002_ILT_WFN51V01_0114 77

Demonstration: Processing Payroll

We will now demonstrate how to process payroll.

Scenario

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

Step Action

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



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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.

Scenario

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 > Action Icon > View Process Results

Starting Point: Process > Payroll > Payroll Cycle > Process Icon > View Process Results

Starting Point: Reports > Cycle Output Reports > Payroll Reports

Step Action

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.

Documents

Payroll Basics for ADP Workforce Now® Activity … Basics for ADP Workforce Now® Activity Workbook Automatic Data Processing, Inc. ES Canada PAYROLL LEVEL 1 FOR WORKFORCE NOW 2014