ADP WORKFORCE NOW® V12 Payroll for ADP Workforce …€¦ · ADP WORKFORCE NOW® V12 Payroll for...

ADP WORKFORCE NOW® V12

Payroll for ADP Workforce

Now®

Automatic Data Processing, LLC ES Canada

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Table of Contents Welcome ................................................................................................................................... 6

Prerequisites ............................................................................................................................. 6

Duration .................................................................................................................................... 6

Course Objectives .................................................................................................................... 6

Module 1: Introduction to ADP Workforce Now ........................................................................ 7

ADP Workforce Now Home Page Elements & Descriptions ..................................................... 8

ADP Workforce Now Toolbars .................................................................................................. 9

ADP Workforce Now Toolbars (cont.) ..................................................................................... 10

ADP Workforce Now Toolbars (cont.) ..................................................................................... 11

The Payroll Cycle ................................................................................................................... 12

Job Aid: Payroll Cycle Checklist ............................................................................................. 13

Job Aid: Payroll Cycle Checklist (cont.) .................................................................................. 14

The Payroll Dashboard ........................................................................................................... 15

The Payroll Dashboard (cont.) ................................................................................................ 16

The Payroll Dashboard (cont.) ................................................................................................ 17

Module 2: Payroll Schedules .................................................................................................. 18

Types of Schedules ................................................................................................................ 18

Types of Schedules (cont.) ..................................................................................................... 19

Hands on Practice: Creating a Regular Schedule .................................................................. 20

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Hands on Practice: Creating a Special Run Schedule ............................................................ 21

Hands on Practice: Editing a Pay Period Schedule ................................................................ 22

Module 3: New Hires and Employee Changes ....................................................................... 23

Types of Payroll Data ............................................................................................................. 23

Making Employee Changes .................................................................................................... 23

Making Employee Changes (cont.) ......................................................................................... 24

New Hires ............................................................................................................................... 25

Employee Transfers ............................................................................................................... 26

Pay Rate Changes ................................................................................................................. 26

Hands on Practice: Making a Pay Rate Change ..................................................................... 27

Hands on Practice: Using the Rate Change Calculator .......................................................... 28

Viewing an Employee’s Salary History ................................................................................... 29

Viewing an Employee’s Salary History (cont.) ........................................................................ 30

Bank Account Changes .......................................................................................................... 31

Job Aid: Changing Banking Information ................................................................................. 31

Module 4: Records of Employment ......................................................................................... 32

Types of ROEs ....................................................................................................................... 32

ROE Statuses ......................................................................................................................... 32

ROE Validations ..................................................................................................................... 32

ROE Tips ................................................................................................................................ 33

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ROE Entries ............................................................................................................................ 33

Job Aid: Completing a Standalone ROE ................................................................................. 34

Reverting an ROE .................................................................................................................. 36

Hands on Practice: Requesting an ROE ................................................................................ 37

Job Aid: Previewing and Processing an ROE (Direct Filing) ................................................... 38

Module 5: Starting a New Cycle, Making Adjustments and Entering Paydata ........................ 39

Job Aid: Pay Rate Types ........................................................................................................ 39

Job Aid: Pay Rate Types (cont.) ............................................................................................. 40

Making Payment Adjustments ................................................................................................ 42

Payment Adjustment Wizards ................................................................................................. 43

Hands on Practice: Creating a Payment Adjustment .............................................................. 44

Hands on Practice: Creating a Lump Sum Payment .............................................................. 45

Hands on Practice: Creating a Year to Date Adjustment ........................................................ 46

Hands on Practice: Creating a Year to Date Adjustment (cont.) ............................................. 47

EI History ................................................................................................................................ 48

Hands on Practice: Making EI Adjustments ............................................................................ 49

Entering Paydata .................................................................................................................... 50

Hands on Practice: Creating a Paydata Grid .......................................................................... 51

Hands on Practice: Copying and Customizing a Paydata Grid ............................................... 52

Paydata Batches .................................................................................................................... 53

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Hands on Practice: Creating a Paydata Batch (Hourly Payments) ......................................... 54

Manage My Lists .................................................................................................................... 55

Entering Paydata .................................................................................................................... 56

Hands on Practice: Entering Hourly Paydata .......................................................................... 57

Hands on Practice: Creating a New Payment Row ................................................................ 58

Module 6: Verifying Input, Previewing & Processing Payroll................................................... 59

Terms and Descriptions .......................................................................................................... 60

Hands on Practice: Verifying Input ......................................................................................... 61

Previewing Payroll .................................................................................................................. 62

Hands on Practice: Requesting Preview Reports ................................................................... 63

Hands on Practice: Viewing Preview Results ......................................................................... 64

Hands on Practice: Processing Payroll ................................................................................... 65

Hands on Practice: Viewing Final Payroll Reports .................................................................. 66

Module 7: Tools & Resources ................................................................................................. 67

The ADP Client Service Centre .............................................................................................. 67

The Bridge .............................................................................................................................. 68

The ADP Workforce Now Support Centre .............................................................................. 69

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Welcome ADP Workforce Now® gives you a single-entry system that brings together all the tools you need to meet your organizational goals and to improve your bottom line - from HR, Payroll, Time & Attendance, to Recruitment and Performance Management.

This course has been designed to provide you with the knowledge and hands on experience you need to be comfortable using the Payroll module of ADP Workforce Now.

Prerequisites

Getting Started with ADP Workforce Now.

Duration

This course is 5 hours long, with a 1 hour break for lunch, and two 15 minutes breaks.

Course Objectives

Upon completion of this course, you will be able to:

Confirm the Payroll Schedule

Set up the Pay Period Schedule in ADP Workforce Now

Add New Hires

Make Employee Changes

Process ROE Requests

Start a New Cycle

Make Payment Adjustments

Enter Paydata

Verify Input

View Preview Results

Issue Cheques and Direct Deposits

Produce Final Payroll Reports

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Module 1: Introduction to ADP Workforce Now ADP Workforce Now is the simple, rock-solid Human Capital Management (HCM) suite built to help our clients reduce their administrative chores, simplify compliance and connect with their employees.

ADP Workforce Now gives you a single-entry system that brings together all the tools you need to meet your organizational goals and to improve your bottom line - from HR, payroll, time & attendance, to recruitment and performance management.

ADP Workforce Now helps you do more, know more, grow more — all without boosting your headcount or budget.

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ADP Workforce Now Home Page Elements & Descriptions

Home Page Elements

Icon Name Description

Mega Menu The mega menus appear differently based upon the employee's menu security access.

Sub Menu Each mega menu contains a sub menu, providing users with additional activities from which to select.

Support link Access Learning Bytes, online help and additional training documents.

Log Out link Use this link to log out of ADP Workforce Now securely.

Preferences Change your preferred language, Message Centre preferences, contact info, password and security questions.

Message Centre

Workflows trigger automatic messages to the Message Centre. You can view notifications, or edit/approve changes from the Message Centre.

Calendar Click this icon to display the Calendar.

My Profile Holds an employee's contact information.

Search Search for: People, Activities, Reports or a Directory.

People Menu

Access employee-level information such as Pay details, Personal Information, Employment Information, Benefits Information, and Statutory Compliance.

Process Menu

Access tasks such as Payroll Cycle activities, Utilities (Importing/Exporting), Benefits, Tools, Workflows, Time & Attendance, HR, Time Off, Talent and Year End.

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ADP Workforce Now Toolbars

Some icons are common to all toolbars, whereas others fields differ based on the menu they appear in. The following chart displays the common elements found on all toolbars:

Toolbars

Icon Name Description

Help Icon

The Help icon appears at the page and field level.

Page Level Help: Provides help regarding all fields on the current page.

Field Level Help: Provides specifics regarding the current field.

Search

The Magnifying Glass is found at both company level and the employee level.

Company Level: When located on a company level page the window displays a list of all companies listed within a client ID.

Employee Level: When located on an employee level page, the window displays a list of all employees in the selected company code.

Note: The list of employees displayed is determined by the filter selected.

Scrolling Search

These icons appear at both the company and employee levels.

Company Level: When selected, toggles between companies.

Employee Level: When selected, toggles between employees.

Action Icon

This icon appears in the all toolbars on all pages. It provides you with access a variety of other options or pages based on the page it appears on.

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ADP Workforce Now Toolbars (cont.)

The Payroll Toolbar

The Payroll toolbar is a company level toolbar. It contains a variety of Payroll information, along with the navigation icons discussed in the chart on the previous page.

The Payroll toolbar appears as follows:

Elements of the Payroll Toolbar

This chart provides a description for each field located on the Payroll toolbar:

Payroll Toolbar

Element Description

Type Displays the type of Payroll run: Regular or Special.

Pay Date The date when cheques are negotiable and direct deposits are deposited.

Period End Displays the pay period end date listed in the schedule (i.e. The last date Payroll entries are included for the Payroll Cycle.) If the company has 2 pay period end dates, both are displayed.

Deduction Schedule/

Earnings Schedule

Each earning or deduction has its own schedule. This displays the Payroll earnings and deduction schedule. This schedule identifies if there are any earnings and deductions that are scheduled to be processed this pay period.

Status Displays the status of the current Payroll Cycle.

Edit Schedule Link When enabled, provides access to the Pay Period Schedule.

Pay Cycle Icons

Pay Cycle icons guide you through the various activities in processing a Payroll.

Note: Not all steps are required for each Payroll.

Company Group Actions Link

Provides access to features for clients with multiple company codes. Available options: Start new Payroll Cycles, request previews or process Payrolls for multiple companies.

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ADP Workforce Now Toolbars (cont.)

The Employee Toolbar

The employee toolbar contains information specific to a selected employee, in addition to the navigation icons discussed in the previous chart.

The employee toolbar appears as follows:

Elements of the Employee Toolbar

This chart provides a description for each field located on the Employee toolbar:

Employee Toolbar

Element Description

Tax ID Displays the tax packet the employee has been placed in.

Position ID Displays either the position ID or associate ID, based upon the selection in the setup.

Job Title Displays the employee's job title.

Home Department Displays the employee's home department.

Status Displays the employee's current status.

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The Payroll Cycle The Payroll Cycle is a series of tasks designed to guide you through your Payroll entries. While most tas ks are used every Payroll, Optional Tasks in Step 2 and Making Payment Adjustments in Step 3, may not be required for every pay.

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Job Aid: Payroll Cycle Checklist

Use the table below to take notes throughout the class. Later, you can use this as a job aid when you process Payroll.

Payroll Cycle Checklist

Step Activity Notes

1

Establish Pay Period Schedule

Confirm the Payroll Schedule on ADP’s Mainframe (annually)

Set up the Pay Period Schedule in ADP Workforce Now

2

Optional Tasks:

Add New Hires

Make Employee Changes

Process ROE Requests

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Job Aid: Payroll Cycle Checklist (cont.)

Payroll Cycle Checklist

Step Activity Notes

3

Start New Cycle & Enter Paydata

Start New Cycle

Make Payment Adjustments

Enter Paydata through WFN Time & Attendance or through Grids & Batches

4

Validate Payroll

Verify Input

View Preview Results

5

Process Final Payroll & Sign Off

Issue Cheques and Direct Deposits

Produce Final Payroll Reports

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The Payroll Dashboard

The Payroll Dashboard mirrors the Payroll Cycle. To launch a new Payroll Cycle:

Starting Point: Process > Payroll > Payroll Cycle

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The Payroll Dashboard (cont.)

The following table describes the purpose of each of these tiles:

Payroll Dashboard

Element Description

New Hires/Rehires Indicates the number of employees hired during the pay period and the names of three hired employees. If more than three employees were hired in the company's Pay Cycle, click anywhere in the New Hires subsection to view a table that contains details of each new hire. The number also indicates the number of new positions created during the Payroll Cycle (for instance, if another position was added to an employee via the Add Another Position page). If no employees were hired or positions added during this Pay Cycle, this tile is blank.

Click Add New Hire to hire a new employee from the Payroll Cycle Dashboard.

Terminations Indicates the number of employees terminated during the pay period and the names of three terminated employees. If more than three employees were terminated in the company's Pay Cycle, click anywhere in the Terminations subsection to view a table that contains details of each terminated employee. If no employees were terminated during this Pay Cycle, this card is blank.

Click Add Termination to terminate an employee from the Payroll Cycle Dashboard.

Changes Indicates the number of employees whose information was changed during the pay period, and the names of three employees. If the information of more than three employees was updated in the company's Pay Cycle, click anywhere in the Changes subsection to view an index of cards representing each change made in a Pay Cycle. Each card indicates the type of change and the number of employees impacted.

Click Add Changes to update an employee's information from the Payroll Cycle Dashboard.

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The Payroll Dashboard (cont.)

Payroll Dashboard (cont.)

Element Description

Cycle Status Indicates the current Payroll Cycle status: Entering Payroll Information, Preview Submitted or Cycle Completed.

If the Payroll Cycle status is Entering Payroll Information or Preview Submitted, the following tasks can be accomplished:

Payments and Adjustments which Allows you to enter further payments and adjustments to the current Payroll Cycle for the selected company.

Verify Input which Allows you to verify the current Payroll Cycle's information for the selected company.

Preview Payroll which Allows you to preview a Payroll and review the preview results for the selected company.

Process Payroll which Allows you to process a Payroll and review the results for the selected company.

If the Payroll Cycle status is Cycle Complete, the following task can be accomplished:

Start New Cycle: which means that you can Start a new Payroll Cycle for the selected company.

Classic Payroll Cycle link

This link navigates to the old Payroll Cycle page rather than the new Payroll Cycle Dashboard.

Warnings & Messages Warnings and messages appear in this section.

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Module 2: Payroll Schedules

Types of Schedules

There are two different types of schedules that must be coordinated to ensure that your Payroll is processed accurately and on time:

The Payroll Schedule on ADP’s Mainframe

Contains Input Date, Run Date and Return Date for each Pay Cycle.

ADP Workforce Now Pay Period Schedule

Contains: Pay Period End Date, Pay Date, Run Type, Earnings and Deductions Schedules.

Mainframe Payroll Schedule

Payroll Schedules are set up by Implementation for each client on ADP's mainframe. The mainframe automatically generates the remaining dates based on the pay frequency, desired input and return dates, as well as funding terms.

A copy of the Payroll Schedule showing the Input Date, Run Date and Return Date is provided to you during the initial Implementation process.

Schedules are automatically generated in the spring of each year for the time period of June 1st of the current year, to May 31st of the following year. You are responsible for validating and requesting any changes with your ADP representative.

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Types of Schedules (cont.)

Example: Mainframe Payroll Schedule

Pay Period Schedule

You are responsible for setting up your organization’s ADP Workforce Now Pay Period schedule. You can add pay period schedules as required or all at once; however if no current pay period schedule exists, the Pay Cycle cannot be opened.

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Hands on Practice: Creating a Regular Schedule

The new Payroll Schedules have arrived from ADP and have been verified. To enter one or multiple Pay Period Schedules into ADP Workforce Now, log into ADP Workforce Now and use one of the following pathways to access the Payroll Schedules page:

Starting Point: Setup > Payroll > Payroll Schedules

Creating a Regular Schedule

Step Action

1

Single Company: Select the Add icon.

Multiple Companies: Select your assigned English company from the company drop-down field, and then select the Add icon. ( Use default company code)

Result: The Add - Pay Period Schedule page displays.

2

Complete the fields with the following data:

Period End: Select Thursday date given by Instructor.

Pay Date Select the following Thursday.

Type: Leave as default (Regular).

Deduction Schedule & Earnings Schedule: This is based on the pay of the month.

Start New Month Totals: Switch to "Yes" with the first pay of each month.

3 If creating multiple pay Periods, select Add Another and repeat steps 2 & 3.

4

Once completed save the document and then return to the Payroll Cycle: Select Done

Note: Mandatory fields are marked with a red asterisk*.

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Hands on Practice: Creating a Special Run Schedule

It is bonus time and a special run needs to be scheduled in order to make the payments. You contacted ADP and the Payroll Schedule has been set up in the mainframe, now it is time to set up the schedule in ADP Workforce Now.


Creating a Special Run Schedule

Step Action

1

Single Company: Select the Add icon.

Multiple Companies: Select the correct company from the company drop-down field, and then select the Add icon.

Result: The Add - Pay Period Schedule page displays.

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- Fourth Pay of the Month for both fields.

Start New Month Totals: Leave blank.

3

Once complete, select Done, and then select the Go to Payroll Cycle button to return to the Payroll Cycle page.

Note: Always contact ADP when a Special Run is needed.

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Hands on Practice: Editing a Pay Period Schedule

You missed a run date and you must now alter the schedule so that the Payroll is processed accurately. You contacted ADP and all dates have been bumped forward one day. Edit the Pay Period Schedule in ADP Workforce Now to move forward all dates in the schedule by one business day.


Editing a Pay Period Schedule

Step Action

1

Select the first regular schedule link created in the previous activity. The link is the date located in the Period End column.

Note: If you have 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 Continue.

Result: The edits are updated in the Pay Period Schedule page.

Note: All fields within the pay period schedule can be changed. However, some changes have impacts. Example: Changing a pay period’s end date impacts ROEs requested during the period.

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 be processed.

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Module 3: New Hires and Employee Changes

Types of Payroll Data

There are many different types of Payroll data. Some examples are payments and adjustments, Record of Employment (ROE) or employee changes. Understanding the difference between cyclical data and non-cyclical data can help you reduce entering time.

Payroll Data

Type When Entered Examples

Cyclical You can only enter information when a pay cycle is open.

ROE requests

Entering pay data

Non-cyclical You can enter information even when the cycle is closed.

Employee changes

Entering a new hire

Note: Starting a new cycle enables you to enter cyclical data into Payroll and triggers any effective dated entries dated less than or equal to the pay period end date.

Making Employee Changes

If security access is provided to employees, they can make changes themselves through the employee and manager self-service feature.

To make changes on behalf of your employees, click Add Changes.

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Making Employee Changes (cont.)

Then, select an individual employee or a group of employees (using the Manage My List link). When an employee is selected, the page defaults to the Employment Profile page.

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New Hires

The New Hire process is discussed in the Maintaining Employee Information course. Below is a high-level review.

When the Pay Cycle is open, enter new hires using one of the following methods:

Enter through the one of the New Hire Wizards, including the Quick Hire Wizard.

The new hire wizards consist of step-by-step sequences that guide you through the information required to complete the hire.

Enter through the Import utility.

The Import utility is an import template that you populate and import into ADP Workforce Now.

Quick Hire Wizard

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Employee Transfers

There are several wizards in ADP Workforce Now designed to complete transfers. Each of the transfer types are discussed in the Maintaining Employee Information course.

Note: Transfers cannot be future dated. They are processed immediately in the current pay.

Pay Rate Changes

Pay rate changes for salary or hourly employees are one of the most common employee changes. There are several components to consider:

Is the pay rate change for a salary or for an hourly paid employee?

Salary: Regardless of the effective date, ADP Workforce Now pays the full salary for the pay period. Make a one-time adjustment if the salary change is effective part way through the pay period.

Hourly (Using Time & Attendance): The appropriate hourly rate is applied to the hours worked during the current pay period. Adjustments are required for retroactive changes.

Hourly (Not using Time & Attendance): The new rate is applied to all hours in the current pay period. An override entry is required for hours to be paid at the old rate.

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Hands on Practice: Making a Pay Rate Change

Jillian Smith has received a raise. Change Jillian's per pay salary from $2292.00 to $2350.00. This raise occurs in the middle of the biweekly period.

Starting Point: Process > Payroll > Payroll Cycle > Add Changes > Search for employee

Note: Adjustments are required for this type of change. We will complete the required adjustments in an upcoming activity.

Making a Pay Rate Change

Step Action

1 Select the link for Jillian's name.

2

From the Employment Profile, select the pencil icon on the Regular Pay tile to make the rate change.

Result: The Regular Pay Effective Dating Timeline displays.

3

Enter the Rate Effective Date: Select the calendar icon to select a date (date to be advised by Trainer).

Note: The effective date can also be entered as (DD/MM/YYYY).

4 Enter a change reason.

5 Change the Regular Pay Rate field to 2350.00.

6 Select Done.

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Hands on Practice: Using the Rate Change Calculator

From the consolidated Employment Profile, you can use the rate change calculator link to assist in calculating rate changes in dollar or percentage values.

Enter David Littlefield's 4% raise and determine his new salary.

Starting Point: People > Employment > Employment Profile > Employee Search

Using the Rate Change Calculator

Step Action

1 Select the Employment Profile for David Littlefield.

2 From the Regular Pay tile, select the pencil icon.

3 Enter the date on which the change is effective.

4 Enter the change reason. You can add a reason if the reason you need is not available in the drop-down field.

5 Select the Rate Change Calculator link. Select Percent Change from the Change Type list.

6

Enter the percent change into the Percent Change field, and then click outside the field.

Result: Dollar Change value appears in the Dollar Change field.

7 Select OK.

Result: Regular Pay Rate is updated.

8 To return to the Employment Profile, select Done.

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Viewing an Employee’s Salary History

ADP Workforce Now maintains a salary history. Access this historical data by selecting the Regular Pay tile from the consolidated Employment Profile and click on the Regular Pay History icon to view an employee’s salary change history.

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Viewing an Employee’s Salary History (cont.)

Effective Dating Timeline

To view salary changes for periods in the past and the future, click on one of the dates shown in the timeline.

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Bank Account Changes

Practitioners with the appropriate security access and employees with self-service access to can make changes to a bank account.

Workflow notifications and/or approvals can also be setup for bank account changes in the Activity Configuration page.

Employees with multiple bank accounts must identify the dollar amount they would like deposited into their secondary bank account. The remainder of the payment is then deposited directly into the primary account.

Job Aid: Changing Banking Information

Michele England is currently paid by cheque and she wants to have her pay direct deposited. Enter Michele’s banking information into her direct deposit profile page: Bank Number #003, Branch #00002 and Account #5026276.

Starting Point: People > Pay > Direct Deposit > Employee Search

Changing Banking Information

Step Action

1 Select the Edit link beside the Direct Deposit field.

2 Enter an effective date.

3

Enter the following banking information:

Bank #: 003

Branch #: 00002

Account#: 5026276

4 Select Save.

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Module 4: Records of Employment

Types of ROEs

There are two types of ROEs:

Original: The initial ROE provided to the employee.

Amended: If changes are required on an ROE that has been issued, the new ROE is called an amended ROE.

You can file either of these types of ROEs by paper, where you send the employer’s copy to the government, or direct filing where ADP electronically files the ROE on your behalf. These options are set up during the Implementation stage on the Company Options page.

ROE Statuses

ADP Workforce Now identifies the status in which each ROE is in at any given time. These are the following statuses:

New: The status appears as new the moment it is opened, no entries have been made and nothing has been saved.

In-Progress: Once the first entry is made and saved, the status changes to In-Progress.

Pending: Once the ROE is complete and the Ready to Issue indicator is changed to YES, the status changes to Pending. The ROE is now waiting to be transmitted to the mainframe.

Completed: Once the ROE and Payroll are transmitted successfully, the status changes to Completed.

ROE Validations

ADP Workforce Now has a built in validation processes to ensure items like social insurance numbers (SIN) are valid or ROEs are not requested on active employees. When these situations occur, a warning message appears notifying you that an error has occurred and the error must be resolved to continue.

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ROE Tips

Consider the following guidelines to successfully create ROEs in ADP Workforce Now.

Final Pay Period End Date

The Final Pay Period End Date field displays one current and the last three regular pay period end dates in the drop down list. These dates are pulled directly from the pay period schedule.

Prerequisites

The ROE ties into the last Payroll run on order to gather its values, therefore there must be a minimum of one Payroll processed before the first ROE Run can be processed.

Pay Cycle Status

You can request a preview of an ROE, or you can process an ROE run, whether the Pay Cycle is open or closed. The results differ based on the status of the Pay Cycle. Each status provides the following details for ROEs in a pending status:

Open Pay Cycle

Pay & adjustments entries (with the exception of current pay adjustments)

EI adjustments

All applicable updates

Closed Pay Cycle

All applicable updates since the last processed Payroll.

ROE Entries

There are two ways to complete ROEs in ADP Workforce Now.

ROE – Standalone

Standalone ROEs give you the ability to complete the ROE through manual entry. This option is used when the leave, status change or termination process is completed without an ROE request. You may need to gather the information from reports to complete the required fields.

ROE – Wizard

Termination and Leave of Absence wizard templates can be customized to include the Request ROE option as part of the process. This option automatically populates a majority of the fields within the ROE as part of the termination or leave or status change process.

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Job Aid: Completing a Standalone ROE

Starting Point: People > Employment > Record of Employment

Standalone ROE

Section How To Complete Notes

General Select the reason for the ROE and enter comments if required.

Service Canada prefers that no comments are entered unless absolutely required.

Employment Details

You must complete the Last Day for Which Paid and the Expected Date of Recall.

Some of the fields in this section are automatically populated. Validate any automatically populated fields for accuracy, and make changes where necessary.

Vacation Pay and Statutory Holiday Pay

Populate these fields only if these payment types are paid out after the ROE is issued.

Other Monies Paid or Payable on Separation and Paid Sick, Group Wage Loss Indemnity Payments

Enter any additional monies to be paid after the ROE is produced.

Request Record of Employment

Select the Yes radio button if you are ready to issue the ROE, or No if you want to wait to issue the ROE.

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Demo: Completing an ROE using a Wizard

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Demo: Completing an ROE using a Wizard (cont.)

Reverting an ROE

To revert to new, or to return to the last completed ROE, select the Revert to New link. This link is not enabled until entries are made on the ROE and it is saved. The Revert to New link deletes all data updates entered on the ROE since it was first created.

Note: This option is only available until the Payroll run is processed. Any changes after require an amended ROE to be issued.

To revert an amended ROE follow the same process as before. The Revert to Last Completed link deletes all data updates entered on the ROE since the original ROE was issued.

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Hands on Practice: Requesting an ROE

Neal Cramer is being terminated and requires an ROE. For this scenario we only explore step 1 of the termination wizard and then we will jump to step 3 - the Record of Employment step.

Starting Point: Process > HR > Terminate or Place on Leave (only if it is in the template)

Requesting an ROE

Step Action

1 Ensure the correct employee has been selected, if not use the magnifying glass to select the correct employee.

2 Select Termination from the Select a Template list.

3 Select the Start a Termination button.

4 In the General Options step, select a Termination Date using the calendar, the Termination Reason using the list and select a Termination Reason from the list.

5 When an ROE is required, select the YES radio button to the question: Do you want to issue an ROE?

6

Select step 3 Record of Employment.

Note: The following sections have been prepopulated: General and Employment Details.

Populate the Vacation Pay, Statutory Holiday Pay and Other Separation Payments and Paid Sick Leave and Wages Loss Indemnity Payments as required.

7

When all entries are completed select the No radio button in the Request Record of Employment section, then select Save and Exit.

Note: Do not complete the ROE in the training environment.

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Job Aid: Previewing and Processing an ROE (Direct Filing)

Please review the steps and refer back to this page when performing your first ROE run.

Starting Point: Process > Payroll > ROE Direct File

Previewing and Processing ROEs (Direct Filing)

Step Action

1

Once the ROEs have been requested, select the Action icon, and then select Preview ROE Run.

Result: ROE preview reports are requested and are available within minutes. When available the View Preview Results link becomes enabled.

2 Fill info as in sceenshot.

Select the View Preview Results link.

3 Select the Process link.

4 Validate the ROE data, and once confirmed, select the Process ROE Run link.

5 When ROEs are processed (1 to 2 hours), return to this page, select the action icon, and then select View Process Results to view the final reports.

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Module 5: Starting a New Cycle, Making Adjustments and Entering Paydata

Job Aid: Pay Rate Types

Pay Rate Types

Type New Hire Set Up

Calculation How Paid?

Salary Enter pay rates and standard hours during the hiring process.

Standard hours are used for the Record of Employment.

Annual salary divided by the number of pay periods in the calendar year.

The amount paid is equal to the salary per pay or the adjusted amount, regardless of the number of hours worked.

Automatically generated. No manual intervention is required unless adjustments are required.

Example:

Bill has a biweekly salary of $2,600. If no changes are required for this pay period, ADP Workforce Now automatically creates a payment of $2,600.00 (minus deductions).

Exception Hourly

Enter a regular hourly rate and standard hours as part of the hiring process.

Regular hourly rate x standard hours.

Standard hours can be overridden with a different value at any time.

Automatically generated. No manual intervention is required unless adjustments are required.

Example:

Pauline receives a bi-weekly payment for 20 standard hours per week, at a rate of $14.00 per hour. If no changes are required for this pay period, ADP Workforce Now automatically creates a payment of $560.00 (minus deductions).

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Job Aid: Pay Rate Types (cont.)

Pay Rate Types Continued

Type New Hire Set Up

Calculation How Paid?

Hourly Enter an hourly rate as part of the hiring process.

Number of hours worked x the rate in ADP Workforce Now.

Manually generated. Enter the number of hours worked per pay period (Paydata Grid or in ADP Workforce Now Time & Attendance).

Example:

Sally worked 78 hours the first pay period and 73 hours the next period.

Demo: Starting a New Payroll Cycle

Start New Cycle is the first step in the Payroll Cycle. It opens the cycle so that all tasks are enabled.

Note: Once a new cycle is started, ADP Workforce Now clears any existing paydata from the

previous payroll and advances the Payroll calendar to the next pay period. Starting a new cycle also triggers any effective dated entries for this period to take effect.

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Demo: Starting a New Payroll Cycle (Single Company)

Starting Point: Process > Payroll > Start New Cycle > Select single company code > Start Cycle button

Demo: Starting a New Payroll Cycle (Multiple Companies)

Starting Point: Process > Payroll > Start New Cycle

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Making Payment Adjustments

Types of Payment Adjustments

The following chart outlines the payments that fall into the payment adjustment category, and provides examples for each payment type:

Payment Types

Name Description

Current Pay Regular hours, vacation pay, commissions, sick hours or shift premiums.

All values entered into current pay are replacement values. Do not use negative amounts.

Current Pay Adjustment

Increase or decrease earnings or deductions amounts.

Bonus Pay Bonus pay, large retroactive amounts, vacation accrual payouts, banked time payouts or large commission amounts.

This payment type is only available for Active employees and is subject to annualized taxation.

Separate Pay Active employees - Issues a payment for a previous pay period or for vacation paid in advance.

Terminated or Leave Employees – Issues a payment for any type of employment earnings and/or hours.

This payment type is subject to Pay Period taxation and pay period exemptions apply.

Lump Sum Pay Lump sum amounts or other non-employment income reported on a T4A or Retiring Allowances which are reported on the T4 slip.

Uses lump sum taxation rules.

Lump Sum Update Manual cheque issued for a lump sum payment.

Update Manual cheque and previous payment reversals.

YTD Adjustment Year to date adjustments.

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Payment Adjustment Wizards

Each payment adjustment wizard has a slightly different template, based upon the payment type selected. With the exception of Current Pay and Year to Date Adjustments, the steps in the wizards include:

Earnings

Deductions

Payment Settings (fields vary depending on the type of payment adjustment selected)

Example: Current Pay

Example: Bonus Pay

Example: YTD Adjustments

Note: All payments and adjustments are done through the People menu.

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Hands on Practice: Creating a Payment Adjustment

Earlier today, Jillian Smith received a raise from $2,292 per pay to $2,350 per pay. As this increase was only effective the second week of the pay period, adjust her pay to so that she does not receive a full $2,350 for the pay period.

For example, she should be paid 1/2 of her old salary for the first week ($1,146) and 1/2 of her new salary for the second week ($1,175) for a total of $2,321. That would reduce her current pay by $29 ($2,350-$2,321 = $29).

Starting Point: People > Pay > Pay & Adjustments

Creating a Payment Adjustment

Step Action

1 On the Payment Adjustment/Pay & Adjustments page use the magnifying glass to search for Jillian Smith's name.

2

Select Current Pay Adjustment from the Type list, and then select the Add button.

Result: The Payment and Adjustments Updates wizard displays.

3

Step 1 of 4: Earnings

Click in the Earnings Code cell, and then select 01 - Regular from the list.

Click in the Dollars cell, and then enter -29.00 in the Dollars column.

Select Next.

Result: The wizard advances to Step 2 of 4: Deductions

4

Step 2 of 4: Deductions

Click Next. There is no deduction override required.

Result: The wizard advances to Step 3 of 4: Payment Settings

5

Step 3 of 4: Payment Settings

Select 1 - First Pay of the Month from the Earnings Schedule list.

Select Next.

Result: The wizard advances to Step 4 of 4: Confirmation

6 Step 4 of 4: Confirmation

Review and confirm your entries. Click Done.

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Hands on Practice: Creating a Lump Sum Payment

Neal Cramer qualifies for a Non-eligible Retiring Allowance of $25,000.00. Create a lump sum payment for him.


Creating a Lump Sum Payment

Step Action

1 On the Payment Adjustment page, use the magnifying glass to locate Neal Cramer.

2 Select Lump Sum Pay from the Type list, and then select the Add button.

Result: The Payment & Adjustments Updates wizard displays.

3


Click in the Earnings Code field, and then select 37 - Retiring Allowance Non Eligible from the list.

Type 25,000.00 in the Dollars field, and then select Next.


4


Select the Next button. There is no deduction override required.


5


Select Next. Lump Sum Pays are not insurable and are not required to be allocated to a Pay Period. Earnings or Deduction Schedules do not need to be specified.


6

Step 4 of 4: Confirmation

Review and confirm your entries.

Click Done.

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Hands on Practice: Creating a Year to Date Adjustment

Albert Delaney did not receive his pay for the last cycle and was given a manual cheque. Update Albert's year to dates as follows: Regular $1400.00, Regular hours 80.00, CPP $65.97, EI $25.62 and Fed Tax $307.46.


Creating a Year to Date Adjustment

Step Action

1

Use the magnifying glass to locate Albert Delaney.

Select Updates from the Type list, and then select the Add button.

Result: The Payment & Adjustments Updates wizard displays.

2


Click in the Earnings Code field, and then select 01 - Regular from the list.

Enter 1400.00 in the Dollars column.

Enter 80.00 in the Hours/Units column.

Click Next.


3


Click in the Deduction Code cell and the 01 - CPP/QPP option displays by default.

Enter 65.97 in the Amount column.

Click in row two of the Deduction Code column, and then select 03 -Employment Insurance from the list.


Click in row three of the Deduction Code column, and then select 04 - Federal Tax from the list.


Click Next.


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Hands on Practice: Creating a Year to Date Adjustment (cont.)

Creating a Year to Date Adjustment (cont.)

Step Action

4


The Remit field is defaulted to remit, in this scenario we would leave this as remit.

Enter the previous cycle into the Pay Period field.

Click Next.


5

Step 4 of 4: Confirmation

Review and confirm your entries

Click Done.

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EI History

The EI History option provides you with the ability to adjust or replace insurable earnings and hours for a specific pay period. These values populate the Record of Employment. The EI History page appears differently based on the filing method you select:

Paper Filing

If you are a paper filer, the Applies To field options are as follows:

o Current Year

o Previous Year

Direct Filing

If you are a direct filer, the Applies To field options are as follows:

o Year the employee was last active

o Previous Year

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Hands on Practice: Making EI Adjustments

When Albert Delaney's manual payment was entered, it was entered into an incorrect pay period. To correct this error, subtract the insurable hours and earnings from the incorrect pay period and add them back into the correct pay period.

Starting Point: People > Employment > EI Adjustments

Making EI Adjustments

Step Action

1 Click the Magnifying Glass and search for Albert's name, and then select the Add button to make a new entry.

2

Deleting the incorrect entry

On the EI Adjustments page, complete the fields with the following data:

Applies To: Year the Employee was last active.

Pay Period: Enter the number of the pay period with the incorrect data.

Type of Update: Leave as Adjust the current value.

Insurable Earnings: Enter -1400.00.

Insurable Hours: Enter -80.00.

3 Select the Add Another link to save the changes and open another entry screen.

4

Reentering the correct values

Make the following entries in these fields:

Applies To: Leave as the default Current year.

Pay Period: Enter the number of the correct pay period.

Type of Update: Leave as Adjust the current value.

Insurable Earnings: Enter 1400.00.

Insurable Hours: Enter 80.00.

5 Select Done.

Note: After the pay period is processed, these entries are no longer available.

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Entering Paydata

Paydata grids and batches work together to create a template for you to enter Paydata each pay period.

The grid creates the headers.

The batch holds the employees.

Each of these can be customized to meet your specific needs.

Example: Donald has three groups of employees each with a different payment type and he wants to keep them in separate batches. He can use the same grid (headers), but create three different batches each with a different payment type.

Demo: Paydata Grids

There are three default grids in ADP Workforce Now. The defaults are easily identified with a caution sign. Default grids cannot be altered. However, you can copy them to create a new custom grid.

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Hands on Practice: Creating a Paydata Grid

To enter paydata, use an existing paydata grid or create a new one. Create a new paydata grid with the following fields: Earnings 1 and Earning 2. Then, relabel the Earnings 1 column as Meal Allowance.

Starting Point: Process > Payroll > Paydata > Grid Setup tab

Creating a Paydata Grid

Step Action

1 In the Grid Setup tab, select the Add icon.

Result: The Paydata Grid - Add Grid page displays.

2

Complete the fields with the following:

Payment Type: Select Current Pay from the list.

Grid Name: Type Go Green (in both language fields).

Description: Type New Grid (in both language fields).

Copy from Grid: Leave blank.

3 Select the Save & Continue button.

Result: The Define - Grid page displays.

4

Select Earnings 1 and Earning 2 (by holding down the CTRL key) 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, and then select the remaining options.

5 Select Done.

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Hands on Practice: Copying and Customizing a Paydata Grid

The copy feature provides you with the ability to customize the grid as business needs require.

Create a customized paydata grid to pay your Commission + Salary employees. Include the following headers: File #, name, home department, commissions. Since the default ADP Current Pay grid contains four out of five of the predefined fields, copy this grid and then customize it.

Starting Point: Process > Payroll > Paydata

Copying and Customizing a Paydata Grid

Step Action

1 In the Grid Setup tab, select the Add icon.

Result: The Paydata Grid - Add Grid page displays.

2

Complete the fields with the following:

Payment Type: Select Current Pay from the list.

Copy from Grid: Select ADP Current Pay.

Grid Name: Enter Commission (in both language fields).

Description: Type New Grid (in both language fields).

3

Select the Save & Continue button.

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 Fields box, and select the single arrow pointing to the left.

Result: The Associate ID option is no longer part of the selection.

5

Rename Earnings 1 to Commission.

Field Type: Select Earnings- Value from the list.

Earning Code: Select 21- Commission from the list.

Relabel Column Heading - Commission Select Done.

6 Select Done.

Result: The paydata grid displays.

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Paydata Batches

You must create required batches each pay period. There are three batch options to select from:

Current Pay

Bonus Pay

Separate Pay

Note: All batches are cleared when you click on Start New Payroll Cycle.

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Hands on Practice: Creating a Paydata Batch (Hourly Payments)

Create a payment batch for hourly employees.

Starting Point: Process > Payroll > Payroll Cycle > Add Current Pay Batch

Creating a Paydata Batch (Hourly)

Step Action

1 Click on the Type drop-down field, and select Current Pay from the list.

2 Select the Add a Batch button.

3

Complete the following:

Batch Name: Type Hourly Employees.

Grid: Select ADP Current Pay from the list.

4 Select Next.

5 Rate Type (column heading) to filter the types in alphabetical order. Select the check box by the hourly employees' names.

6 Select the Create Batch button.

Result: The Paydata Entry - Hourly Employees grid displays.

7 Select Return to create the next batch.

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Manage My Lists

Creating customized lists of employees according to specific criteria is very beneficial when creating batches. Selecting from a drop-down field 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.

Demo: Manage My Lists

To create a list of employees that meet specific criteria when setting up a paydata batch (e.g. Hourly Employees).

Starting Point: Process > Payroll > Paydata > Current Cycle tab

Manage My Lists

Step Action

1 Select Current Pay for the Type, then select Add a Batch.

2

In the Batch Name field, type Hourly Employees.

In the Grid field, select ADP Current Pay.

Click Next.

3 Select Manage My Lists.

4

Populate the following data in these fields:

List Name: Hourly Employees.

List Privacy: Select Public from the list.

Include Future New Hires: Select Yes.

Field Name: Select Rate Type from the list.

Comparison: Select is equal to from the list.

Field Value: Select Hourly from the list.

5 Select Done.

Result: When this list is selected, all Hourly Employees are displayed.

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Entering Paydata

Enter Paydata from the Current Pay section and Other Payments section of the Payroll Dashboard.

In the Current Pay section, click the Add Current Pay Batch button.

In the Other Payments section, click the Add Paydata Batch button.

Note: Paydata cannot be entered in a closed cycle.

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Hands on Practice: 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. Enter the hours for your hourly employees.

Starting Point: Process > Payroll > Paydata > Select Hourly Employees batch

Entering Hourly Paydata

Step Action

1 Click into the cell in the Code column.

2 Select 01 - Regular from the list.

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: 23 hrs

Bradley Thomas: 15 hrs.

Note: If a onetime rate change is required the new rate change must be entered into the Rate column.

4 Select Save.

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Hands on Practice: Creating a New Payment Row

There are different ways of capturing multiple payments: by creating a payment column (if multiple employees have the same payment) or by creating a payment row (to pay a single employee).

Enter in two new payments other than regular for Norman Gerry. Create two new payment rows for Norman. Begin by opening the Hourly Employee Batch.

Starting Point: Process > Payroll > Paydata > Hourly Employee Batch

Creating a New Payment Row

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, you 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.

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Module 6: Verifying Input, Previewing & Processing Payroll The Verify Input page contains several sections. As a best practice, review and mark each section as Inspected before advancing to the Preview Payroll task. If you are using ADP Workforce Now Time & Attendance and have completed the Prepare for Payroll process, the entries from Time & Attendance appear in the Verify Input stage for review.

Starting Point: Process > Payroll > Verify Input

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Terms and Descriptions

Terms and Descriptions

Element Description

Home Returns you to the Payroll overview.

Payroll Overview Consists of an action icon which provides you with a menu with links to: Home, Employee Changes, Payments & Adjustments and Status Changes.

Payment and Adjustments

Contains the following categories for review: Current Pay, YTD Adjustments, Separate Pay, Updates, Employment Insurance, Time & Attendance, Current Pay Adjustments, Bonus Pay, Lump Sum Pay, Lump Sum Updates and Tax Frequency Overrides.

Employee Changes Contains the following categories for review: Taxes, Record of Employment, Pension Plan, Employee Options, Position and Salary Changes, Personal Information and Direct Deposit.

Status Changes Contains the following categories for review: New Hires, Transfers and Status Changes.

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Hands on Practice: Verifying Input

Complete the following in order to review and mark your entries/changes as Inspected:

Starting Point: Process > Payroll > Verify Input

Verifying Input

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 drop-down field.

3

Validate the entries and mark them inspected one by one.

Procedure: Click the check box 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 check box in the header bar (Result: 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 are 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 show as selected.



Note: You must mark each default group as inspected before switching the page. For example: The page default is 30 rows per page. You 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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Previewing Payroll

The preview process enables you to review the Payroll and identify any potential errors, using various preview reports. Preview reports can be requested and viewed at any time after a pay period has been opened.

There are 8 reports available for preview:

Payroll Register

Register

Total Recap Report

Transaction Proof Report or Payroll Entries Report

Deduction Not Taken Report

Deduction Arrears Report

Tailored Files (80-132 Bytes)

Tailored/Optional Reports

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Hands on Practice: Requesting Preview Reports

Request and review the preview reports.

Starting Point: Process > Payroll > Preview Payroll

Requesting Preview Reports

Step Action

1

Single Company: Select the Preview icon > Preview Payroll

Result: A request options page appears.

Multiple Companies: Select Process > Payroll > Preview Payroll

Result: A grid appears requiring you 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.

Result: The Preview Payroll page displays.

3

Select Optional Report or Files (if applicable), then select Done.

Result:

Single Company: The following message appears: 1 company processed successfully

Multiple Companies: The following message appears: 2 companies processed successfully

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Hands on Practice: Viewing Preview Results

The reports have now returned. Review the reports and correct any errors.

Starting Point: Process > Payroll > Preview Payroll > Select the Action icon

Viewing Preview Results

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.

Example: Preview Results

Refer to www.adp.ca to view a variety of Learning Bytes on how to read each report.

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Hands on Practice: Processing Payroll

Process Payroll for both companies (use assigned companies).

Note: This is a training database; therefore the processing shows simulated results.

Starting Point: Process > Payroll > Process Payroll

Processing Payroll

Step Action

1

Single Company: Select the Process icon > Process Payroll

Result: 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.

Result: 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.

Result: Message returned: 1 company(ies) processed successfully

Multiple Companies: Select Continue.

Result: 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.

Result: Message returned: 2 company(ies) processed successfully

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Hands on Practice: Viewing Final Payroll Reports

Return to ADP Workforce Now one to two hours after processing to view your Payroll reports.

Starting Point: Reports > Cycle Output Reports > Payroll Reports

Viewing 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.

Note: ADP provides you with a Payroll Schedule identifying your input date and run date for each pay period. In addition you are aware of your Payroll funding terms. If your Payroll is not processed on the run date or in accordance with your funding terms, please contact your Client Service Representative to make changes. Please note: late fees apply.

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Module 7: Tools & Resources

The 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 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.

The ADP Workforce Now Support Centre: This is an online tool built directly into Workforce Now. The tool is designed to provide users with:

o Step-by-Step procedures.

o Online documentation regarding a variety of subjects.

o Learning Bytes on a variety of subjects.

The Year End Service Center, including reference materials and forms.

Accessing and Navigating the Client Service Centre

The Client Service Centre

Step Action

1 Use your Internet browser to log into www.adp.ca.

2 Select the Client Service Centre 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

Locate the ADP Workforce Now registration area within the Client Service Centre.

Select the Learning Bytes link located under the title Training.

Result: The Welcome to the Learning Bytes Library page appears, and the Learning Bytes section expands to display all products that have Learning Bytes.

http://adp.com/

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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

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.

http://adp.com/

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The ADP Workforce Now Support Centre

You can access this tool 24/7, that provides the following help:

Step by Step instructional information.

Learning Bytes (short 2-3 min instructional videos) on a variety of topics.

Documentation providing you with specific details about the topic searched.

Accessing and Searching the ADP Workforce Now Support Centre

The ADP Workforce Now Support Centre

Step Action

1 Select the Support link, located on the top right of the screen.

2

Type Payroll into the search field, and then select Enter or the "Magnifying Glass" icon to begin the search.

Result: All topics with Payroll display.

3 Review the available resources.

4

IF: THEN:

If you want to:

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

5

Select the Knowledge tab and select the Processing Payroll for Multiple Companies.

Result: A second window opens and the Learning Byte plays.

6 When completed, select the back to support link to return again to the search screen.

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