ADP Workforce Now What’s New in Payroll Handout Manual V04271580952WFN80 Copyright © 2013–2015 ADP, LLC ADP Trademarks The ADP® logo and ADP® are registered trademarks of ADP, LLC. ADP Workforce Now® is a registered trademark of SM ADP, LLC. In the Business of Your Success is a service mark of ADP, LLC. Third-Party Trademarks Global Crossing® and Ready-Access® are registered trademarks of Global Crossing Holdings Ltd. in the United States and other countries. Microsoft® and Excel® are registered trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks and service marks are the property of their respective owners. Copyright © 2013-2015 ADP, LLC. ADP Proprietary and Confidential - All Rights Reserved. These materials may not be reproduced in any format without the express written permission of ADP, LLC. ADP provides this publication “as is” without warranty of any kind, either express or implied, including, but not limited to, the implied warranties of merchantability or fitness for a particular purpose. ADP is not responsible for any technical inaccuracies or typographical errors which may be contained in this publication. Changes are periodically made to the information herein, and such changes will be incorporated in new editions of this publication. ADP may make improvements and/or changes in the product and/or the programs described in this publication at any time without notice. What’s New in Payroll for ADP Workforce Now Technical Assistance Microsoft Office Live Meeting support: 1-866-493-2825 Global Crossing Ready-Access audio conferencing: 1-800-788-6092 Webinar Information Print the materials. Refer to the instructions in your confirmation email message. The conference call line will be muted during the webinar to enhance audio quality. V04271580952WFN8 What’s New in Payroll for ADP Workforce Now Navigating Live Meeting Copyright © 2013–2015 ADP, LLC 3 Feedback Use the Feedback menu to provide feedback to the instructor. The color of the box beside your name in the Attendees list indicates your selection. Copyright © 2013–2015 ADP, LLC 4 Questions and Answers If you need to communicate with the instructor, enter your question in the Questions and Answers pane and click Ask. Copyright © 2013–2015 ADP, LLC 5 Agenda Introduction The Payroll Cycle Page Starting the Payroll Cycle Entering New Hires and Employee Changes Entering Paydata and Verifying Input Calculating, Previewing, and Finalizing Your Payroll Manual Checks Course Closing Copyright © 2013–2015 ADP, LLC 6 The Payroll Cycle Page Overview In this topic, we will discuss the enhancements to the Payroll Cycle page. Copyright © 2013–2015 ADP, LLC 7 What Do You Think? Steps in the Current Payroll Cycle How many steps are on the current payroll cycle? a. 5 b. 6 c. 7 d. 8 Copyright © 2013–2015 ADP, LLC 8 Changes to the Payroll Cycle Page The new Verify Input step allows you to verify your entries at a glance before you calculate your payroll. The Create Payroll File and Submit Files for Processing steps are now combined into a single step, Calculate Preview Payroll. Copyright © 2013–2015 ADP, LLC 9 The Process Menu versus the People Menu Use the People menu to update individual employees’ records. Use the Process menu to perform activities related to processes. Copyright © 2013–2015 ADP, LLC 10 Starting the Payroll Cycle Overview In this topic, we will discuss how to start the payroll cycle for a single company code or for multiple company codes. Copyright © 2013–2015 ADP, LLC 11 How to Start a New Payroll Cycle Select Process > Payroll > Start New Cycle to start the cycle for one or more company codes. Copyright © 2013–2015 ADP, LLC 12 How to Start a New Payroll Cycle (continued) Learning Byte Available Select Process > Payroll > Payroll Cycle to access the payroll cycle and start the cycle for a single company code. Click (options) to select a different company code. Copyright © 2013–2015 ADP, LLC 13 Learning Bytes Learning Bytes icon from within ADP Workforce Now Just-in-Time Learning link from the Support window Copyright © 2013–2015 ADP, LLC 14 Entering New Hires and Employee Changes Overview In this topic, we will discuss adding new hires and entering employee changes. Copyright © 2013–2015 ADP, LLC 15 Adding New Hires Learning Byte Available Starting Point: Process > Payroll > Payroll Cycle Copyright © 2013–2015 ADP, LLC 16 Entering Employee Changes Learning Bytes Available Copyright © 2013–2015 ADP, LLC 17 Using the People Menu to Access Other Pages Learning Bytes Available Copyright © 2013–2015 ADP, LLC 18 Selecting Another Employee Copyright © 2013–2015 ADP, LLC 19 What Do You Think? Local Tax Codes Lookup Does your company assign local tax codes to any of your employees? a. Yes b. No c. I’m not sure. Copyright © 2013–2015 ADP, LLC 20 Local Tax Codes Lookup Starting Point: People > Pay > Tax Withholdings > Local > Add > Local Tax Codes Lookup You can find or verify a local tax code, and verify that an address is accurate and complete to return applicable tax codes. Copyright © 2013–2015 ADP, LLC 21 Effective-Dated Records Use the Show As Of field to display information as of the past, present, or future date you enter. Copyright © 2013–2015 ADP, LLC 22 Effective-Dated Records (Continued) Click a reference point in the effective dating timeline to display the appropriate record. Copyright © 2013–2015 ADP, LLC 23 What Questions Do You Have? 24 Copyright © 2013–2014 ADP, LLC 24 Entering Paydata and Verifying Input Overview In this topic, we will discuss entering paydata and verifying input. Copyright © 2013–2015 ADP, LLC 25 Entering Paydata 1 Learning Byte Available 3 Copyright © 2013–2015 ADP, LLC 26 Entering Paydata (Continued) Learning Bytes Available Paydata batches are the same as what you are used to seeing today. Copyright © 2013–2015 ADP, LLC 27 Retaining and Archiving Paydata Batches You can still archive paydata batches that you use periodically. You then copy the archived batch for a particular pay period. Learning Bytes Available You can retain paydata batches that you use every pay period so that you do not need to recreate them each pay period. They will be automatically available to you the next pay period. You can also select to automatically populate standard hours or salary information for your Automatic Pay employees when you retain a batch. Copyright © 2013–2015 ADP, LLC 28 Verifying Input Learning Byte Available Copyright © 2013–2015 ADP, LLC 29 Verify Input Views Versus Standard Reports Verify Input Views Standard Reports Accessed from the Payroll Cycle page Accessed from Reports > Standard Reports Contain the latest updates in real time Contain information as of the time the report was run Available at any time, and can be exported Can be printed and exported at any time Limited to the selected current company code Can contain multiple company codes on one report Copyright © 2013–2015 ADP, LLC 30 Review: The Payroll Cycle Copyright © 2013–2015 ADP, LLC 31 What Questions Do You Have? 32 Copyright © 2013–2014 ADP, LLC 32 Calculating, Previewing, and Finalizing Your Payroll Overview In this topic, we will discuss calculating and submitting your payroll, as well as previewing and finalizing your payroll information. Copyright © 2013–2015 ADP, LLC 33 What Do You Think? Submit Payroll for Processing Which of the payroll cycle steps would you click to submit your payroll files to ADP for processing? a. Start New Cycle b. Add New Hires c. Enter Employee Changes d. Enter Paydata e. Verify Input f. Calculate Preview Payroll g. Preview Results Copyright © 2013–2015 ADP, LLC 34 Calculating Preview Payroll Learning Byte Available 1 2 3 Copyright © 2013–2015 ADP, LLC 35 Calculating Preview Payroll (Continued) You can also calculate the preview payroll right from the Verify Paydata Batch Totals page, if you are done entering batches and are comfortable with all of your entries. Copyright © 2013–2015 ADP, LLC 36 Using Preview Results Copyright © 2013–2015 ADP, LLC 37 Standard Preview and Real-Time Preview Task Standard Preview Real-Time Preview Submitting and receiving the preview payroll You send the payroll file to ADP, and ADP makes it available again for you to preview. Your calculated payroll information is returned in real time—in seconds. Reviewing payroll results You review Preview Payroll information as separate PDF reports. Online views allow you to do the following: View payroll summary information, detailed results, and correction notices. Expand and collapse categories of information as needed. Click on message and warning links in the context of the report information. Export information. Making corrections You reject the payroll, submit the changes, and wait for the recalculation. Copyright © 2013–2015 ADP, LLC You click Make Corrections, make your updates, and instantly view the results. 38 Preview Results: Standard Preview Previous Version Learning Byte Available New Version All other Standard Preview tasks remain unchanged. Reject has been changed to Make Corrections. Copyright © 2013–2015 ADP, LLC 39 Preview Results: Real-Time Preview Learning Byte Available Copyright © 2013–2015 ADP, LLC 40 Viewing Messages on the Preview Results Page Copyright © 2013–2015 ADP, LLC 41 Making Corrections You can view correction notices to identify errors in a payroll. Click Make Corrections to address the errors. Copyright © 2013–2015 ADP, LLC 42 Accepting and Finalizing the Payroll Starting Point: Process > Payroll > Payroll Cycle > Preview Results Copyright © 2013–2015 ADP, LLC 43 What Questions Do You Have? 44 Copyright © 2013–2014 ADP, LLC 44 Manual Checks Overview In this topic, we will discuss the enhancements to manual checks. Copyright © 2013–2015 ADP, LLC 45 What Do You Think? Creating Manual Checks How often do you create manual checks? a. Every pay period b. At least once a month c. At least once a quarter d. Rarely e. Never Copyright © 2013–2015 ADP, LLC 46 Accessing QuickCalc or Manual Checks Pages Copyright © 2013–2015 ADP, LLC 47 Creating Manual Checks Using QuickCalc Selecting multiple employees and autopopulating requests will save you a lot of time if you are entering numerous of QuickCalc or manual check requests at once. Copyright © 2013–2015 ADP, LLC 48 Creating Manual Checks Using QuickCalc (continued) Select Input to enter request information, or Results to review calculated results. Learning Byte Available Calculate & Next will submit this employee’s QuickCalc request to ADP for processing and move you to the next employee record in the working list. The working list enables the you to easily move between multiple requests, submit multiple requests for calculation, and save multiple requests as manual checks. Copyright © 2013–2015 ADP, LLC 49 Creating Manual Checks without QuickCalc Learning Byte Available You can easily add another distribution to this check. If this check contains multiple distributions, you can view each here. The Gross to Net Summary section will reflect your entries, giving you an up-to-the-minute view of the check totals. Copyright © 2013–2015 ADP, LLC 50 What Questions Do You Have? 51 Copyright © 2013–2014 ADP, LLC 51 Key Points to Remember The new design of ADP Workforce Now allows you to quickly and accurately complete your payroll tasks. You can select the Verify Input step to create an up-to-theminute snapshot view of your data at any point during the payroll cycle. You can create manual checks and QuickCalc requests for multiple employees at one time. Copyright © 2013–2015 ADP, LLC 52 Additional Resources For more information about payroll tasks, see the following resources: ADP Workforce Now News page Online Help ADP Support Center Payroll Cycle Quick Reference Card (available on the ADP Support Center, by accessing Support > Support Center Web Site > Payroll > Documents > Quick References) Learning bytes (available at https://support.adp.com/basic/cr/matraining/sims/wfn/80901/80 901coursemenu.htm) Copyright © 2013–2015 ADP, LLC 53 Additional Resources (continued) For more information about some of the topics mentioned in this session, attend the following courses: What’s New in Company and Employee Maintenance for ADP Workforce Now Using Time Off for ADP Workforce Now What’s New in Reporting for ADP Workforce Now Creating Manual Checks in ADP Workforce Now Importing Data in ADP Workforce Now or Importing Data in ADP Workforce Now for Enhanced Time and Attendance Copyright © 2013–2015 ADP, LLC 54
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