Step 2 – Derived Fields - Online Registration...

61
Step 2 – Derived Fields There is the ability to add Derived Fields onto the report in the say way you are used to with all your Custom Reports

Transcript of Step 2 – Derived Fields - Online Registration...

Step 2 – Derived Fields

There is the ability to add Derived Fields onto the report in the say way you are used to with all your Custom Reports

Step 3

Step 3: Select Sort OrderChoose your sorts in the same way you are used to doing so

Step 4

Step 4: Specify TotalSet your totals in the same

way you are used to doing so

Step 5

Step 5: Select FormatFormat your report in the same way you are used to doing so

Step 6

Step 6: Add FilterAdd Filters in the same

way you are used to doing so

Step 7

Step 7: Run ReportSet your output settings

in the same way you are used to doing so

Step 7 – Runtime Settings

Step 7: Run ReportAlso here is where you choose

the report output you want to compare

Report 1 = “”Report with most current data”

Report 2 = “Report with older data”

Step 7 – Runtime Settings

There are 3 types of report you could compare:•Use existing report•Most recent report•Create new report

Step 7 – Runtime Settings

The same choices are available for the Report 2.

Note: Most recent cannot be used for both reports

Step 7 – Compare Runtime SettingsAs with the Quick Compare:Select the records you would like to include:

•Changed•Added•Deleted•Unchanged

Note: You could make multiple selections

For this example we will only select “Changed Records”

Step 7

Step 7: Run ReportSetup your Notifications and Schedule

in the same way you are used to doing so

Report Output – Extra Column

Reports being compared:R2 = Report 2R1 = Report 1

Field being compared:R2 had Rate of $4,226.00R1 had Rates of $4,352.78

Compare Type:C = Change

Report Output – Extra Row

Reports being compared:R2 = Report 1R1 = Report 2

Field being compared:R2 had Rate of $4,226.00R1 had Rates of $4,352.78

Compare Type:C = Change

Report Output: Keys “*” – Training Note

Report Output: Changes – Training Note

Report Output: Changes – Training Note

Recap: Advantages of using Advanced Compare

• It is a reusable template

• Can be scheduled

• Leverages features of Custom Report setups steps

To build…… or not to build

© Copyright 2012 ADP, Inc. Proprietary and Confidential Information.79

The Bigger Picture of Reporting

80

The 3 Pillars of Reporting

Analytics

Custom

Standard

a.k.a .Ad-Hoc

ADPR

Reports results may already be created for you

Standard ReportsSample ReportsAnalytics (billable)

81

Reporting Menu

82

Standard Reports

© Copyright 2012 ADP, Inc. Proprietary and C fid ti l I f ti

83

Standard Reports

84

Standard Reports

Before you create a custom report for things like…

• Eligibility/Enrollments• Benefit Statements• Time Off Reports• Timecard (absences, punch detail)

Check to see if one already exists

85

Standard Reports:Many benefit, enrollment, eligibility, reporting needs addressed

86

Standard Reports:Many time off reporting needs addressed

87

Standard Reports:Many time and attendance reporting needs addressed

88

Sample Reports

© Copyright 2012 ADP, Inc. Proprietary and C fid ti l I f ti

89

Sample Reports

90

Standard Reports vs. Sample Reports

Standard ReportsEasy to RunSimplified Filter and SortTried and true formatEmployee ListMy Reports Feature

Sample ReportsCreated to run as isBut can also be viewed as a head start on a Custom ReportConfigurable Flexible

91

Analytics

© Copyright 2012 ADP, Inc. Proprietary and C fid ti l I f ti

92

Analytics Overview

93

Analytics Overview

94

Analytics Overview

ADP Provided DashboardsAttrition ReviewHeadcount ReviewTime and LaborTime and CostWorkforce DemographicsWorkforce Planning

95

Analytics Overview

Attrition Review

Terminations

Hires

Retirement Eligibility

Turnover Rate

96

Analytics Overview

Headcount Review

Headcount

Hires

Terminations

Leave Percentage

Earnings

97

Analytics Overview

Time and Labor

Total Hours

Labor Cost

Overtime

Premium Time

Leave Hours

Absence

Non-Productive Hours

98

Analytics Overview

Time and Cost

Total Hours

Overtime

Leave Hours

Absence

Non-Productive Time

Labor Cost

Labor Cost per FTE

99

Analytics Overview

Workforce Demographics

Average Age

Female Percentage

Average Tenure

Minority Headcount

Retirement Eligibility

Headcount by Tenure

100

Analytics Overview

Workforce Planning

Headcount

Total Hours

Labor Cost

Absence

Overtime

Hires

Turnover Rate

101

Analytics Overview

102

Analytics Overview

103

Analytics Overview

104

Analytics Overview

105

Filters Metrics

106

“i ” Button

107

ADP Benchmark

108

ADP Benchmark

109

ADP Benchmark

110

View Metric “By”

111

View Metric “By”

112

Click on Chart to Drill into DetailsHover over chart or lines to see numbers

113

Data Table – Number behind the charts

114

“Details” behind the charts

115

Comments

116

Export

117

What’s Next for ADP Reporting?

118

Areas of Focus for the Future

Integration with Analytics

Enhanced Usability/Ease of Use

119

Training Resources – Support Center & Learn@ADP

Email Your Questions to Technical Services

Central Service Center - 34,60,62 & 69 [email protected]

Northeast Service Center – 56 & 10 [email protected]

NY Metro Service Center – 20 & 40 [email protected]

South Service Center – 30, 32, 36,52 & 55 [email protected]

West Service Center – 70, 73, 75 & 76 [email protected]