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The ADP Logo, ADP, ADP Workforce Now and IN THE BUSINESS OF YOUR SUCCESS are registered trademarks of ADP, Inc.
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© 2014 – 2015 ADP, LLC and its licensors. All rights reserved.
TIME & ATTENDANCE SUPERVISOR BASICS FOR ADP WORKFORCE NOW®
2014 - 2015 ADP, LLC iii W011_ILT_WFN80V01_0415
Table of Contents
Module 1: Time & Attendance Supervisor Basics for ADP Workforce Now
Course Introduction
Course Purpose………………………………………………………………………...1-1
Course Objectives……………………………………………………………………....1-1
Course Agenda………………………………………………………………………….1-2
Introducing ADP Workforce Now Time & Attendance
Overview .......................................................................................................................... 1-3
The Time & Attendance Cycle ........................................................................................ 1-3
The Employee’s Role ....................................................................................................... 1-4
The Supervisor’s Role...................................................................................................... 1-4
The Practitioners’s Role ................................................................................................... 1-4
The ADP Workforce Now User Interface
Overview .......................................................................................................................... 1-5
Explore: Navigation Elements ......................................................................................... 1-5
Time Entry
Overview .......................................................................................................................... 1-6
Explore: Time Entry Methods ......................................................................................... 1-6
Hosted Timeclock ............................................................................................................ 1-7
Editing Timecards
Overview .......................................................................................................................... 1-8
What Are Timecard Exceptions? ..................................................................................... 1-8
Explore: The Individual Timecard Page .......................................................................... 1-9
Activity: Adding Missed Punches ................................................................................. 1-12
Activity: Inserting a New Row ...................................................................................... 1-13
Activity: Deleting a Row ............................................................................................... 1-14
Activity: Editing Hours .................................................................................................. 1-15
Activity: Correcting Department Transfers ................................................................... 1-16
Scheduling Employees
Overview ........................................................................................................................ 1-18
Types of Schedules ........................................................................................................ 1-18
Overview of the Schedule Editor ................................................................................... 1-18
Explore: The Schedule Editor ........................................................................................ 1-20
Activity: Assigning a Schedule Template to Multiple Employees …. .. ....................... 1-21
Activity: Editing an Employee’s Schedule . .................................................................. 1-22
TIME & ATTENDANCE SUPERVISOR BASICS FOR ADP WORKFORCE NOW®
2014 - 2015 ADP, LLC iv W011_ILT_WFN80V01_0415
Preparing for Payroll Processing
Overview ........................................................................................................................ 1-23
Fixing Exceptions .......................................................................................................... 1-23
Activity: Fixing Exceptions by Employee ..................................................................... 1-24
Activity: Fixing Exceptions by Type ............................................................................. 1-25
Activity: Approving Total Hours Worked ..................................................................... 1-26
Activity: Approving Individual Timecards .................................................................... 1-27
Reports
Overview ........................................................................................................................ 1-28
Frequently Run Reports ................................................................................................. 1-28
Report Types and Descriptions ...................................................................................... 1-29
Explore: Reports ............................................................................................................ 1-30
Activity: Locating a Report ........................................................................................... 1-31
Activity: Saving a Report............................................................................................... 1-32
Activity: Viewing Report Output ................................................................................... 1-33
Knowledge Check…………………………………………………………………………..1-34
Brief
Brief ............................................................................................................................... 1-35
Summary ........................................................................................................................ 1-35
Module 2- Course Closing
Support After Class
Additional Online Resources…………………………………………………………....2-1
ADP Client Service Center……………………………………………………...………2-2
Workforce Now® Support Center…………………………………………………...….2-3
The Bridge………………………………………………………………………......…..2-4
Course Closing
Summary...........................................................................................................................2-5
Course Objectives……………………………………………………………..……...…2-5
Training Evaluation…………………………………………………………………......2-5
Time & Attendance Supervisor Basics
for ADP Workforce Now®
Module 1: Time & Attendance Supervisor Basics
Automatic Data Processing, LLC
ES Canada
TIME & ATTENDANCE SUPERVISOR BASICS FOR ADP WORKFORCE NOW
MODULE 1: TIME & ATTENDANCE SUPERVISOR BASICS
2014 - 2015 ADP, LLC 1-1 W011_ILT_WFN80V01_0415 3
Course Introduction
Couse Purposes
This course has been designed to provide you with the knowledge and hands on experience
required to be comfortable using the Time & Attendance Supervisor Basics for ADP
Workforce Now®
Course Objectives
Upon completion of this course, you will be able to:
Outline the Time & Attendance Process Flow
Enter Time
Edit Time Cards
Assign or modify employee schedules
Prepare for Payroll Processing
Utilize Reports
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Course Agenda
The course will include the following topics:
During this course, we will explore several topics. Each topic and module within the ADP
Workforce Now® training is 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 works 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:
Module Topics
Module1 Introducing ADP Workforce Now Time & Attendance
The ADP Workforce Now User Interface
Time Entry
Editing Timecards
Scheduling Employees
Preparing for Payroll Processing
Reports
Knowledge Check
Brief
Module 2 Support after Class
Course Closing
TIME & ATTENDANCE SUPERVISOR BASICS FOR ADP WORKFORCE NOW
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Introducing ADP Workforce Time & Attendance
Overview
ADP Workforce Now Time & Attendance simplifies the job of collecting your employees’
time and attendance information and moving it quickly and accurately through the payroll
process.
The Time & Attendance Process Flow
The following illustration shows each stage of the Time & Attendance Process Flow:
Stages and Descriptions
Stage Description
1 After the new payroll cycle starts, employees enter their time data in Time & Attendance, and the
timecard punches are collected. The application applies rules, totals hours, calculates overtime,
and highlights missed punches and other exceptions as per client requirements.
2 Time & Attendance supervisors review and edit time information and generate reports.
3 Time Practitioner checks pending events, payroll & time pair related exceptions, checks payroll
export then locks pay period (so no further entries can be made to Time & Attendance data).
4 The Payroll Practitioner receives the pay and punch detail files and submits the payroll to ADP.
5 ADP processes the payroll file and the output – including checks, vouchers, and reports – to the
Payroll practitioner.
6 Payroll Practitioner verifies the information and then starts a new payroll cycle in Payroll.
7 Practitioner can now move to a new pay period in Time & Attendance.
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The Employee’s Role
The employee:
Enters own time (if applicable) or clocks in using ADP time clock
Views own time sheet, schedule, and personal and attendance information
Enters own supplemental earnings (if applicable)
The Supervisor’s Role
The supervisor:
Edits timecards
Assigns employee schedules (if applicable)
Approves employee timecards and time off requests (if applicable)
Generates reports
The Practitioner’s Role
The practitioner:
Creates schedules (if applicable)
Edits employee timecards
Maintains employee information
Generates reports
Prepares Time & Attendance data for payroll processing
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The ADP Workforce Now User Interface
Overview
In this topic, you will take a short tour of the ADP Workforce Now user interface. You have
easy access to the Time & Attendance pages using the menus.
Explore: Navigation Elements
Elements and Descriptions
Element Description
Myself menu
My Team menu
Reports menu
Message Center
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Time Entry
Overview
ADP Workforce Now provides two basic tools for recording time for employees logging in to
the application:
Clocking buttons that you click to create time-stamped records that indicate when you
started and stopped working
An electronic time sheet on which you can record your worked time and some types of
non-worked time (such as vacation or illness)
Explore: Time Entry Methods
Overview
ADP Workforce Now supports four methods in which employees can record the hours they
have worked. Your ADP representative will work with you to determine the method best suited
to your company’s payroll requirements.
Methods and Descriptions
Method Description
Clocking Employees clock in and clock out using the buttons in ADP Workforce Now or use a
data-collection device.
Employees can view their timecards.
Time-Based Employees enter their in and out times on their timecards (if applicable).
Employees may use a clock (or another data-collection device) to enter their hours.
Employees can edit their timecards.
Hours-Based Employees enter their hours on their timecards.
Employees may use a clock (or another data-collection device) to enter their hours.
Employees can edit their timecards.
View Only Employees can use only a clock (or another data-collection device) to enter their
time.
Employees can view their timecards only.
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Additional Information
Clock in and out times are based on ADP's system clock. This means that even if an
employee uses different computers to clock in or out, both times are based on the same
clock, ensuring that total recorded working time is accurate.
For ease of use, clocking buttons are located in several places. Confirm with your
practitioner which of the following locations are available to your employees:
Myself > My Time Entry
ADP Workforce Now Home page (optional)
The Web-Clocking (kiosk) page (optional)
Employees use a clock (or another data-collection device) to enter their time, can
only view their timecards.
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Editing Timecards
Overview
One of your more important tasks is to edit your employees' timecards to make corrections on
a daily basis and to fix exceptions.
What Are Timecard Exceptions?
A timecard exception is generated when you attempt to process a time pair that does not meet
certain expectations or requirements. There are many exceptions that can be set up at the
implementation phase or while working in the service world. These will depend on the setup
decided.
Examples
The timecard is missing supervisor approval.
The timecard is missing hours.
The timecard is missing an in or out punch.
The employee has clocked out early or late.
The number of hours in the schedule does not match the number of hours worked.
Processing Symbols and Descriptions
Timecard exceptions are identified by symbols. The severity of a timecard exception is
indicated by one of the following three symbols:
Symbol Description
You must resolve exceptions marked with the Error icon before the payroll can be processed.
Exceptions marked with the Warning icon do not have to be resolved.
Note: Supervisor approvals can be required. This means that supervisor approvals, which
are still indicated with a Warning icon, must be recorded before payroll can be processed.
Your ADP representative can change the severity off an error.
Exceptions marked with the Message icon do not require action before the payroll can be
processed
Best Practice
You should clear exceptions on a daily basis. You’ll receive a notification in the Message
Center when an exception is generated. You can also receive emails if you have chosen that
option from the preferences.
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Explore: The Individual Timecard Page
Starting Point: My Team > Time & Attendance > Individual Timecard
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Elements and Descriptions
Element Description
Timecard tab Review, edit, and approve individual employee timecards and handle
exceptions. The Individual Timecard combines employees with exceptions and
exceptions by type on a single grid.
Timecard information is totaled by week and pay period with the option to
display the hours in a daily or cumulative view.
Tabs to access totals, time off balances, and schedules.
Timecard and row menus to complete tasks.
Totals tab Displays employee totals for the time period by pay code or by week.
The default view is Display Totals by Pay Code. You can point to a pay code to
view the pay code and pay code description. Rate masking (XXXXX) is applied
to dollars.
Schedule Tab If schedules are enabled for your company, you can click the Schedule tab to
view the employee’s schedule displayed in blue below the employee’s In – Out
times. This allows you to compare the worked time to the scheduled time. The
schedules display in blue and are read-only.
You can edit timecard transactions from the Schedules page.
Supplemental
Earnings tab
Shows the supplemental pay sources and their corresponding codes
Time Off Balances Shows the available balance for each time off policy defined
Preferences Allows you to specify how the Individual Timecard is displayed
Legend Shows the visual indicators and their associated meanings:
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Advanced Searching
In addition to a basic search, there are more advanced options for filtering and searching in
ADP Workforce Now.
Time & Attendance Supervisor Search Fields
Last Name
Position ID
Company Code
File #
Home Department
Status
Rate Type
Job Title
Pay Class - Time & Attendance
Time & Attendance Supervisor
Adding Search Fields
You can add other Time & Attendance fields to the employee Search Options page by clicking
Edit Search Fields and selecting the fields you wish to add. All of the Time & Attendance
specific fields contain the words Time & Attendance so you can easily identify them.
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Demonstration: Part 1-Adding Missed Punches
We will now demonstrate the process of adding missed punches.
Scenario:
On the first Tuesday, Edward Bonner punched out for lunch at 12:15 p.m., but he forgot to
punch in when he returned. He left the office at 4:21 p.m. We need to correct the second time
pair to reflect the return from lunch and his end-of-day punch out.
Activity: Adding Missed Punches
Starting Point: My Team > Time & Attendance > Individual Timecard
Step Action
1 On the Employee ID bar, click the magnifying glass icon and select the employee.
Result: The employee’s timecard is displayed.
2 In the row with the missing punch, under the In-Out column in the In field, click the punch 4:21
PM and then right-click select Insert Time.
Result: The time automatically moves to the Out field in the same row.
3 In the In field, enter the time the employee returned from lunch 1245p and press Tab.
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Demonstration: Part 2- Inserting a New Row:
We will now demonstrate the process of inserting a new row.
Scenario:
Next, we're going to add the missing punches for the first Wednesday.
Activity: Part 2-Inserting a New Row
This activity carries on from the previous exercise.
Step Action
1 On the Employee ID bar, click the magnifying glass icon and select the employee.
Result: The employee’s timecard is displayed.
2 In the row with the missing punch, in the Out field, enter 1245p, which is the time the employee
left for lunch.
3 In that same row, scroll to the left of the row, click the Timecard icon, and select Add Blank
Row.
Result: A blank row is inserted for that day. The Timecard icon changes as shown in the
following graphic to indicate that the row is modified.
4 In the second row for that day, in the In field, enter 145p, which is the time the employee
returned from lunch
5 In the Out field, enter 6p, which is the time the employee left for the day and press Tab.
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Demonstration: Deleting a Row
We will now demonstrate the process of deleting a row.
Scenario:
On the second Monday of the pay period, Edward punched out for the day and as he was
leaving, a coworker asked him for help. He stayed to assist on a project and then punched out
again when he left. This punch generated a new row with just the punch out time. You need to
delete the row that was generated when Edward punched out the first time.
Activity: Deleting a Row
Starting Point: My Team > Time & Attendance > Individual Timecard
Step Action
1 On the Employee ID bar, click the magnifying glass icon and select the employee.
Result: The employee’s timecard is displayed.
2 In the first row for the day with the extra punch, in the Time Out field, click the Timecard icon at
the beginning of the row, and select Delete Row.
Result: The row is deleted and an Operation Successful message is displayed at the bottom of
the page.
3 Click Save and then click OK.
Result: The second row is removed and an Operation Successful message is displayed. The
Saving Timecard window along with a progress indicator is displayed while the Timecard is
being updated.
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Demonstration: Editing Hours
We will now demonstrate how to edit hours.
Scenario:
Peter Biggins took the first Friday off using his personal hours.
Activity: Editing Hours
Starting Point: My Team > Time & Attendance > Individual Timecard
Step Action
1 On the Employee ID bar, click the magnifying glass icon and select the employee.
Result: The employee's timecard is displayed.
2 In the row for first Friday, in the Hours field, type 8.
3 In that same row, double-click in the Pay Code field, click the magnifying glass and select
Personal.
4 Click the Timecard icon.
5 Click Add Note.
6 In the Note window, write Peter took the day off using his personal hours.
Note: You can choose to let employees view any notes you enter.
7 Select Row in the Apply Note to field.
8 Select Enter Custom Note for the Reason field.
9 Click OK, and click Save.
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Demonstration: Correcting Department Transfers
Part 1-Hours-Based Employee
We will now demonstrate how to correct department transfers for hours-based employee.
Scenario
The first Tuesday, Peter Biggins worked in the Customer Service department for the last four
hours of the day, from 2:00 pm to 6:00 pm. Let's assign those hours to the correct department.
Activity: Correcting Department Transfers
Part 1-Hours-Based Employee
Starting Point: My Team > Time & Attendance > Individual Timecard
Step Action
1 On the Employee ID bar, click the magnifying glass icon and select the employee.
Result: The employee's timecard is displayed.
2 In the row for the first Tuesday, click the Timecard icon, and then click Copy Row.
3 In the first row, type 4 in the Hours column.
4 In the second row, type 4 in the Hours column.
5 Click in the Department field.
6 Click the magnifying glass icon and then select the department code 310000.
7 Click Save.
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Demonstration: Correcting Department Transfers
Part 2-Time-Based Employee
We will now demonstrate how to correct department transfers for Time-Based employee.
Scenario:
On the second Friday of the pay period, Edward Bonner worked in his home department until
2:00 p.m. Then he worked the rest of the day in the Customer Service department.
Activity: Correcting Department Transfers
Part 2- Time-Based Employee
Starting Point: My Team > Time & Attendance > Individual Timecard
Step Action
1 On the Employee ID bar, click the magnifying glass icon and select the employee.
Result: The employee's timecard is displayed.
2 In the first row for Friday, click the Timecard icon, and then click Copy Row.
Result: A second row is added for that day with the details copied from the previous row.
3 In the first row for Friday, in the Out field, type 2p and press Tab.
Result: The Hours column is automatically updated.
4 In the second row for Friday, in the In field, type 2p and press Tab, and in the Out field, type
6p and press Tab.
5 Click in the Department field, and click the magnifying glass icon, and then click the
310000.
6 Click Save.
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Scheduling Employees
Overview
A schedule contains information about a typical workday for an employee. A schedule could
include details such as start and stop times, the time allocated for lunch, and pay codes.
Schedules can include worked time.
Types of Schedules
You can work with two types of schedules:
Shift – Use to assign a schedule to one or more employees only for specific days
Schedule Template – Use to assign a repeatable schedule to one or more employees for
multiple days
Overview of the Schedule Editor
The Schedule Editor consists of two tabs: the Shifts tab and the Templates tab. You use the
Shift tab to:
Change information for individual or multiple shifts at the same time
Sort the employee list on various criteria
Edit individual cells in the shift schedule
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The default view of the scheduling grid includes start and end times and total hours but can be
changed to include labor charges and other column totals.
The Templates tab allows you to create and manage schedule template, as well as edit your
own schedule based on user access permissions. Schedule templates can be made public or
private.
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Explore: The Schedule Editor
Elements and Descriptions
Element Description
Schedules tabs
Date Range fields
Individual Shift
Schedule Template
Daily Totals row
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Demonstration: Assigning a Schedule Template to Multiple Employees
We will now demonstrate how to assign schedule template to multiple employees.
Scenario:
Starting today, let's assign John Barry and Aimee Carriere to a full-time 8:30 a.m. to 4:30 p.m.
schedule template.
Activity: Assigning a Schedule Template to Multiple Employees
Starting Point: My Team > Time & Attendance > Schedules
Step Action
1 Click the Templates tab.
2 In the Schedule Template field, click the magnifying glass, and select one of the available
templates.
Note: Of the six available templates, do NOT use Flexible because it is 8:30 am to 3:30 pm.
3 Click in the Start Week field, leave the default value of 1.
4 Enter a Start Date. Leave the End Date field blank.
5 To select an employee, click the employee's name. Hold down the shift or CTRL key to select
multiple employees. Let's select John Barry and Aimee Carriere.
6 Click Apply.
Result: The schedule template is assigned to the selected employees.
Note: If you want to edit the schedule template assignment, select Edit for the Action field
beside the Schedule Template field. You can edit the Start Week, Start Date, and End Date
fields and then apply the changes.
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Demonstration: Editing an Employee's Schedule
We will now demonstrate how to edit an employee's schedule.
Scenario:
Next Wednesday, Edward Bonner needs to work in the Learning and Development department
from 10 a.m. to 6 p.m. Let's edit his schedule to reflect this schedule change.
Activity: Editing an Employee's Schedule
Starting Point: My Team > Time & Attendance > Schedules > Shifts Tab
Step Action
1 In the employee's row, double click the cell for next Wednesday.
2 In the In field, type 10a. The value is automatically saved when you click outside the field.
3 In the Out field, type 6p. The value is automatically saved when you click outside the field.
4 To edit the department, double click a cell. The fields above are automatically populated. You
can change the following fields:
Start Time
End Time
Hours
Pay Code
Lunch Plan
Department
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Preparing for Payroll Processing
Overview
After a pay period has ended, your practitioner must complete a number of tasks to prepare the
data for payroll processing and close the pay period. Then, your practitioner must move to the
next pay period and move the data in the current pay period into an archive, where it can no
longer be edited.
Your responsibilities at the end of the period include the following tasks:
Checking employee timecards for errors, known as fixing exceptions
Making final edits
Approving timecards
Approving time off requests
Fixing Exceptions
You can locate timecard exceptions in two ways: by employee and by type of exception. On
the Timecard Exceptions page, you can view, note, and resolve exceptions that have been
generated by the application.
Starting Point: My Team > Time and Attendance > Timecard Exceptions.
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Demonstration: Fixing Exceptions by Employee
We will now demonstrate how to fix exceptions by employee.
Scenario:
There are several exceptions on Adeline's timecard. You will be able to view all of the error
exceptions that must be fixed, and fix them from the same page.
Instructions
Starting Point: My Team > Time & Attendance > Timecard Exceptions
Step Action
1 Select one of the error exceptions highlighted in red for Adeline Ancel.
Result: The Timecard Exceptions page is displayed for Adeline categorized by exception type.
2 Click the Missing Out Punch tab.
3 In the Out cell, type 430p. (Monday)
Note:
If you right click instead, you can select Used Scheduled Out Time 4:30 pm. This option only
works on the first Out field.
4 Click Save.
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Demonstration: Fixing Exceptions by Type
We will now demonstrate how to fix exceptions by type.
Scenario:
Edward Bonner forgot to punch out one day. You must fix this type of timecard exception so
that payroll can be processed.
Activity: Fixing Exceptions by Type
Starting Point: My Team > Time & Attendance > Timecard Exceptions
Step Action
1 Click an exception highlighted with a red error for Edward Bonner.
2 To edit the cell, double-click in the Out field. ( for Wednesday)
3 Type 5p.
Note:
If you right click instead, you can select Used Scheduled Out Time.
4 Click Save.
Note: To view Edward's individual timecard, click on the link for his name.
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Demonstration: Approving Total Hours Worked
We will now demonstrate how to approve total hours worked.
Scenario:
Resolve all other exceptions and approve timecards as a last step.
Activity: Approving Total Hours Worked
Starting Point: My Team > Time & Attendance > Timecard Exceptions > Totals Summary
tab
Step Action
1 In the Supervisor Approval column, select one employee or multiple employees.
Note: To approve timecards for all of the listed employees at once, select the Supervisor
Approval column header check box.
2 Click Save.
Result: The selected employees’ timecards are approved, and an Operation Successful
message is displayed.
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Demonstration: Approving Individual Timecards
We will now demonstrate how to approve individual timecards.
Scenario:
Now let's approve the individual timecard for Edward Bonner.
Activity: Approving Individual Time Pairs
Starting Point: My Team > Time & Attendance > Timecard Exceptions > Timecard
Exceptions tab
Step Action
1 Fix all of the timecard exceptions identified for Edward Bonner.
2 Click the link for Edward Bonner's name.
3 Click the Approve Timecard button in the upper-right corner. This button remains greyed
out until you fix all of the timecard exceptions.
Result: The employee’s timecard is approved, and the icon in the upper-right corner
changes to approved with a green checkmark beside it.
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Reports
Overview
In this topic, you will look at the standard reports that ADP has provided, how the reports are
organized, and how you can edit the reports to meet your needs
Frequently Run Reports
Reasons to Run a Report
You would frequently run reports to check:
Employee timecards
Exceptions to schedules
Employee accrual balances
Daily schedules
Department allocations
Employee overtime
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Report Types and Descriptions
Type Description
My Team Actual vs. Scheduled
Hours
Provides the details on the difference between the actual time
employees worked and the time they were scheduled to work. This
report is available in three formats: Employee Summary, Employee
Detail, and Worked/Non-Worked Summary.
My Team Approaching Weekly
Overtime
Provides a list of employees whose hours have reached a specified
limit. The report can also list employees who have not reached the
specified limit.
My Team Daily Schedule Provides detailed start and stop times by employee
My Team Department Detail Provides employee hours by worked department
My Team Department Summary Provides a summary of hours worked by department
My Team Employee Daily Totals Provides a complete breakdown of employee hours and dollars by
earnings code on a daily basis. Use it to review subtotals for each
employee for the chosen time frame.
My Team Employee Rates Provides a list of employee rates
My Team Employee Total Hours Provides a complete breakdown of employee hours and estimated
wages by department and earnings code
My Team Punch Source Provides detailed timecard information grouped by the source of the
in punch
My Team Timecard Provides a detailed timecard report for each employee
My Team Timecard Detail with
Signature
Provides a timecard report with signature line for each employee
My Team Timecard Exception Provides a list of timecard exceptions by employee
My Team Timecard with Payroll Provides a complete record of each employee’s timecard, including
the daily payroll totals. It includes actual time pair totals, daily payroll
totals, and the payroll summary on a single report.
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Explore: Reports
Overview
Reports make it easy for you to view, save, print, and download various sets of formatted data.
Elements and Descriptions
Element Description
Team tab
My Reports tab
Output tab
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Demonstration: Locating a Report
We will now demonstrate how to locate and run a report.
Overview
Reports always reflect current data at the time the report is run. By running the report, you can
save a record or “snapshot” of the report data at a specific point in time.
Scenario:
You want to locate a report that shows the timecard exceptions for all employees who work in
the Eastern time zone.
Activity: Locating a Report
Starting Point: Reports > My Team Reports > Time & Attendance
Step Action
1 Next to the report you would like to run, click the Action icon and select Run.
2 In the Timeframe list, select Current Pay Period.
3 To filter data by a field, under Create a New Filter, in the Select Field list, select Time
Zone.
4 In the Qualifier field, select Equals.
5 In the Selected Values field, click the Plus sign button.
6 On the Lookup page, select EST
7 Click Submit
8 Click Add Filter.
9 In the Report Output field, select the file format. For this activity, we will choose PDF.
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Demonstration: Saving a Report
We will now demonstrate how to save a report
Scenario:
You need to save the report from the previous activity
Activity: Saving a Report
This activity carries on from the previous exercise
Additional Information
My Reports are private; if you save a My Report, it will be available only to you to run
in the future.
If you want to update the report criteria on a report you have saved, access the My
Reports tab and click the report name.
Step Action
1 Click Save As.
2 In the Report Name field, type Employee Total Hours Report- Overtime for This Month.
3 In the Report Title field, type Employee Total Hours Report- Overtime for This Month.
.
Note: The title that you enter will display at the top of your report.
4 In the Report Description field, enter a brief description, for this activity we will type:
Employee Total Hours Report- Overtime for This Month.
5 Select Run.
6 Click Save.
Result: The Output tab displays.
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Demonstration: Viewing Report Output
We will now demonstrate how to view report output.
Scenario:
After you save the report, the Output tab displays automatically. Let's view the report output.
Activity: Viewing Report Output
Starting Point: Reports > Team Reports > Time & Attendance
Step Action
1 Select the Output tab.
2 Locate the report and click the Action icon.
3 Select View As the format that you chose when you created the report.
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Knowledge Check
1. Which of the following are types of exceptions? Select the best response.
a. Missing supervisor approval
b. Missing out punch
c. Clocked out early
d. All of the responses
2. How can you tell when a timecard has an error? Select the best response.
a. The processing symbol indicates an error.
b. The Red stop can stop your payroll from processing. It has to be addressed and
resolved before the payroll can be moved forward.
c. The Yellow warning flag indicates that something must be corrected.
d. If you require supervisor authorizations on all your Time, and you are at the end of the
pay period, as the administrative practitioner, you take your Time & Attendance Data
and you create your payroll files and send it to payroll, at that point, the assumption is
all the punches that were in Time & Attendance, have been approved.
3. An example of a Schedule Template is:
Edward Bonner will work from 9:00 a.m. to 5:00 p.m. Monday through Thursday.
Edward's practitioner will create the 9:00 a.m. to 5:00 p.m. template schedule, and his
supervisor will assign the schedule to him.
a. True
b. False
4. You would frequently run reports to check:
a. Employee timecards
b. Exceptions to schedules
c. Department allocations
d. Employee overtime
e. All of the above responses are correct
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Module 1: Debrief
1. How comfortable do you feel about The Time & Attendance Process Flow?
2. What are some important points you remember about Timecards?
3. How would you summarize what we've just discussed?
Summary
In this module the following topics have been explored:
Outlining the Time & Attendance Process Flow
Entering Time
Editing Time Cards
Scheduling Employees
Preparing for Payroll Processing
Utilizing Reports
Time & Attendance Supervisor Basics
for ADP Workforce Now®
Module 2: Course Closing
Automatic Data Processing, LLC
ES Canada
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Support After Class
Additional Online Resources
ADP has multiple locations to access online resources:
The ADP Client Service Centre:
o This is an online repository where clients can locate various types of
information.
The Bridge:
o 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:
o 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.
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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.
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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: THEN:
Read documentation: Select Documentation, then select topic
View Step by Step instructions: Select Knowledge, then select topic
View Learning Bytes: 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.
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The Bridge
The Bridge is sponsored by ADP, and is an exclusive online community for ADP clients.
This community connects HR and payroll practitioners from across Canada and provides an
environment where users can ask questions, find answers, and network with peers. The
community is free, always available, and is an excellent resource for support on a variety of
subjects.
Benefits to Registering for the Bridge:
Allows payroll practitioners and HR professionals like you to connect, engage and
share information in an easy-to-use, fully accessible online forum.
Acts as an additional resource for support, frequently asked questions and information
for ADP clients of all sizes using all products.
Always on, for 24/7/365 access anywhere in Canada.
Easy to use.
Accessing and Registering for the Bridge
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.
4 Select The Bridge, from the menu on the left.
Result: An overview of what the bridge is displays.
5 Click the Visit The Bridge link located at the bottom of the overview to register.
The Bridge Registration/Login Page
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Course Closing
Summary
This course prepared you to use ADP Workforce Now in order to maintain employee time and
attendance information and perform various tasks to create, update and process time
information.
Course Objectives
You now have the skills to:
Outline the Time & Attendance Cycle
Enter Time
Edit Time Cards
Schedule Employees
Prepare for Payroll Processing
Utilize Reports
Access Support after Class
Training Evaluation
Thank you for attending this course, we look forward to seeing you in the future.
Your feedback is vital to continuous improvement. Please take a moment to complete our
short evaluation so that we can continue to provide you with high quality training programs.