The Business Behind Business - Learn@ADP · 15 The Business Behind Business® V10251071035PR185CMB2...

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The Business Behind Business®

V10251071035PR185CMB2

Payroll for Small Business for ADP Workforce Now

For Audio, call: 1-800-377-0237

Access Code:

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Technical Assistance

• Microsoft® Live Meeting Support 1-866-493-2825

• Global Crossing® Ready-Access® Audio Conferencing1-800-788-6092

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• Be responsible for your own learning.

• Participate. Ask questions when the call line is open.

• Put your phone on mute during the presentation.

• Do not put your phone on hold.

Norms

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Course Purpose

The purpose of this course is to enable you to process a basic payroll.

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Course Agenda

• Introduction

• Paying Salaried Employees – Basic Pay

• Paying Hourly Employees – Basic Pay

• Maintaining Employee Information

• Paying Salaried Employees who have Pay Changes

• Paying Hourly Employees who have Pay Changes

• Paying Employees by Producing Manual Checks

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Payroll Module User Guide

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Module 1: Introduction

User Guide

Chapter: Getting Started

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A Secure, Internet-Based Product

• No payroll software installation required

• No data backup required

• World-class data security and accuracy

• Anytime, anywhere access

• 24-hour Support Center

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The Payroll Module Home Page

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Payroll Cycle Steps and Major Activities

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Course Agenda

Introduction

• Paying Salaried Employees – Basic Pay







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Module 2: Paying Salaried Employees – Basic Pay

User Guide

Chapter: Starting a New Payroll Cycle

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Salaried employees receive a fixed rate.

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Salaried employees with no paydata changes are paid automatically.

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Hourly employees with standard hours are also paid automatically.

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To pay salaried employees, you follow thepayroll process.

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Logging On

To log on the application, you need the following:

• Digital certificate

• User ID

• Password

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Step 1: Start a New Cycle

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Step 2: Employee Maintenance

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Bypass the Pay Employees step for salaried employees with no paydata changes.

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Next, you verify the information byrunning reports.

Bypass

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Automatic Pay Eligibility Report

Generate audit reports to verify the accuracy of your data.

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If you were through with data entry, you would complete the payroll cycle.

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Send the payroll file to ADP for processing.

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Preview your payroll and accept or reject it.

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After you accept your payroll, you receiveyour output.

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Key Points

• A digital certificate, user ID, and password are required.

• Verify key information before starting a new cycle.

• Run audit reports to verify your data.

• The payroll file contains all of your employee and pay information changes.

• Create and submit the payroll file to ADP to processyour payroll.

• Always send your acceptance or rejection to inform ADP.

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Course Agenda

Introduction

Paying Salaried Employees – Basic Pay






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Module 3: Paying Hourly Employees – Basic Pay

User GuideChapter: Paying EmployeesChapter: Verifying and Creating Payroll Files Chapter: Submitting Payroll Files for Processing

Chapter: Previewing Payroll Files

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Hourly employees are paid for the number of hours they work each pay period.

Work different number of hours each pay period

Hourly Employees

Work standard number of hours each pay period

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To pay hourly employees, you follow thepayroll process.

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Group your employees and total the entries.

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A paydata grid has labeled columns and rows.

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A paydata batch uses a paydata grid and a groupof employees.

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One paydata grid can be used to create multiple paydata batches.

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Using Paydata Batch Archiving

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Using Paydata Batch Archiving (Continued)

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Using Paydata Batch Archiving (Continued)

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After entering paydata, you verify entries with audit reports.

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Verify your information by running audit reports.

Paydata Audit Reports

• Paydata - Full

• Paydata - Summary

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After verifying entries, you are ready to create and submit the payroll file.

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You preview your payroll to accept or reject it.

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Review payroll preview reports to verify the accuracy of your payroll.

• Payroll Register and ancillary reports

• Statistical Summary report (if applicable)

• Wage Garnishment Processing Service report(if applicable)

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Accept or reject your payroll to notify ADP.

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Audit Reports versus Payroll Preview Reports

Audit Reports Payroll Preview Reports

• Contain raw employee and pay information

• Contain processed payroll information

• Review before you submit the payroll file to ADP

• Review after you submit the payroll file to ADP and ADP prompts you to preview your reports

• You generate the reports • ADP generates the reports

• Deleted automatically aftersix months

• Deleted automatically five days after receipt

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After you accept your payroll, you receiveyour output.

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Key Points

• You can use paydata grids repeatedly for multiple batches and multiple pay periods.

• Paydata batches are erased at the beginning of eachpay period.

• Enter hours for hourly employees in a paydata batch.

• You do not need to complete your batch entry inone sitting.

• You complete the payroll cycle only once per pay period for all employees in a company code.

• If your batches are out of balance, you cannot create a payroll file.

• Review reports thoroughly before accepting/rejecting your payroll.

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Course Agenda

Introduction


Paying Hourly Employees – Basic Pay


• Paying Salaried Employees with Pay Changes

• Paying Hourly Employees with Pay Changes

• Paying Employees Using Manual Checks

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Module 4: Maintaining Employee Information

User Guide

Chapter: New Hires

Chapter: Entering Employee Information

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To maintain employee information, use the same payroll cycle.

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You can enter changes using Effective Dating.

• Changes to specific fields are applied on the effective date.

• History is maintained for all effective-dated fields when changed.

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Key Points

• Direct deposits go through a prenote process when they are set up.

• Enter either a full or a partial deposit.

• A goal limit is the total amount of a deduction that an employee owes.

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Course Agenda

Introduction



Maintaining Employee Information

• Paying Salaried Employees with Pay Changes



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Break

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Module 5: Paying Salaried Employees with Pay Changes

User Guide

Chapter: Paying Employees

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Salaried employees can also have paydata changes in addition to their Automatic Pay.

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To pay salaried employees with pay changes, you complete all six steps of the payroll process.

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Earnings or hours for:

• Vacation*

• Sick*

• Overtime

• Bonus

• Commission

* Other hours entered (such as vacation, sick, personal) do not affect Automatic Pay.

Some paydata batch entries add to Automatic Pay for the pay period.

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Automatic Pay applies to Pay #1 only.

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• Regular Earnings

• Tax Frequency or Temporary Department

• Y in the Cancel Pay field

Some paydata batch entries cancel Automatic Pay for the pay period.

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View the Paydata Audit Report –Automatic Pay Cancellation.

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Recently terminated salaried employees receive their last pay automatically.

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Cancel Automatic Pay from the Status page.

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Key Points

• To pay salaried employees with pay changes, you need to enter their changes in a paydata batch.

• For deduction entries: For what is on file, use Replace; use Adjust for an isolated case.

• Automatic Pay applies to Pay #1 only.

• Some paydata batch entries in Pay #1 cancelAutomatic Pay.

• Automatic Pay cancellation caused by paydata batch entry is temporary.

• A terminated salaried employee receives pay for the whole pay period automatically.

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Course Agenda

Introduction




Paying Salaried Employees with Pay Changes




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Module 6: Paying Hourly Employees with Pay Changes

User GuideChapter: Paying EmployeesChapter: Audit Reports Chapter: Previewing Payroll FilesChapter: Output ReportsChapter: Loading and Exporting Files

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You also need to enter pay changes for hourly employees in a paydata batch.

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To pay hourly employees with pay changes, you follow the payroll process.

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Always verify your information before creating the payroll file.

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Audit reports help you verify the accuracy of your data.

• Employee Changes report

• Effective Dated Changes report

• Paydata Summary report

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After verifying your information, you create and submit the payroll file.

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Next, you accept or reject your payroll.

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If you find an error, reject your payroll.

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If you reject a payroll, correct the error and resubmit the payroll file to ADP.

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After you complete the process, you receiveyour output.

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Audit Reports, Payroll Preview Reports, and Output Reports

Audit Reports Payroll Preview Reports Output Reports

• Contain information you enter



• You generate the reports

• ADP generates the reports

• ADP generates the reports

• Include pay period information

• Include pay period information

• Include pay period, quarter, year-to-date, and employee information

• Deleted automatically after a year

• Deleted automatically five days after receipt

• Yours to keep always

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Output Reports

• Master Control

• Personnel Change

• Payroll Register

• Statistical Summary (if Tax Service)

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Processed information comes back from ADP to your payroll database.

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Key Points

• ADP will not process your payroll until you accept or reject it.

• Wait 30 minutes before resubmitting a corrected payroll.

• Output reports contain processed information.

• ADP makes any direct deposits and sendsyou paychecks.

• ADP updates your payroll database.

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Course Agenda

Introduction




Paying Salaried Employees who have Pay Changes

Paying Hourly Employees who have Pay Changes


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Module 7: Paying Employees Using Manual Checks

User Guide

Chapter: Manual Checks

Chapter: QuickCalc

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A manual check pays an employee outside of the regular payroll.

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What amounts do you need to calculate a manual check amount?

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QuickCalc automatically calculates taxes and deductions.

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After calculating, you issue a manual check.

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You create a manual check as part of your regular payroll cycle.

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At times, you may need to reverse a check.

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You can view pay details by using theCheckView feature.

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Reverse a check during the Pay Employees step of the payroll process.

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Use Quick Coach to learn a procedure.

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Audit reports help you verify your manual check entries.

• Manual Checks Full report

• Manual Checks Summary report

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Continue the payroll process as usual.

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All of your paydata, including your manual checks, is contained in one payroll file.

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As part of your output, you receive your manual checks and CheckView file.

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Key Points

• Use QuickCalc to calculate manual check amounts and values automatically.

• You must be in the Pay Employees step.

• You can print a manual check from your PC or let ADP print it for you.

• Use preprinted manual check stock to printchecks on-site.

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Course Agenda

Introduction




Paying Salaried Employees with Pay Changes

Paying Hourly Employees with Pay Changes

Paying Employees Using Manual Checks

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Additional Resources

• Training at Learn@ADP– Classes– Tutorials

• Online Help

• ADP Support Center– User Guide– Importing Paydata guide– Other guides and forms

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Additional Resources (Continued)

• On Learn@ADP:– Payroll – Getting Started with Effective Dating– Hiring an Employee in ADP Workforce Now– Portal Administration – Setting Up New Hire

Templates in ADP Workforce Now

V10251071035PR185CMB2 HANDOUT PAYROLL FOR SMALL BUSINESS FOR ADP WORKFORCE NOW 1

© 2010 ADP, Inc.

Continuing Education Credits

Introduction

ADP is an approved provider of recertification credit hours (RCHs) by the American Payroll Association (APA) and continuing professional education (CPE) credits by the National Association of State Boards of Accountancy (NASBA), and is an authorized provider by the International Association for Continuing Education and Training (IACET), 1760 Old Meadow Road, Suite 500, McLean, VA 22102. Most ADP courses are eligible for RCHs, CPE credits, and continuing education units (CEUs).

RCHs, CPE credits, and CEUs provide recognition for updating or broadening professional competencies and may be used to maintain professional certifications such as Certified Payroll Professional (CPP), Certified Public Accountant (CPA), or Society for Human Resource Management (SHRM). Professional organizations establish their own certification procedures, which are subject to change.

Professional organizations often require documentation of class objectives, duration, and so on along with a certificate of completion. This information is provided on the following pages. At your request, your instructor will provide you with a certificate of completion at the end of this class.


© 2010 ADP, Inc.

Payroll for Small Business for ADP Workforce Now (71035)

Program Content

This course prepares participants to use the features of ADP’s Payroll module. Topics include an overview of the Payroll module, paying salaried and hourly employees, and paying employees using manual checks.

Objectives

Upon completing this course, participants will be prepared to:

• Pay salaried employees who have no paydata changes • Pay hourly employees who have hourly entries only • Maintain employee information • Pay salaried employees who have paydata changes • Pay hourly employees who have paydata changes • Pay employees by producing a manual check

Participant Materials

Participants need the Payroll for Small Business presentation before attending class.

Method of Presentation

Virtual class

Duration

2 hours, 30 minutes


© 2010 ADP, Inc.

Continuing Education Credits for This Course

This course may be eligible for the following recertification credit hours (RCHs), continuing professional education (CPE) credits, and continuing education units (CEUs):

RCH: 3.00 CEU: 0.3 CPE: 3.0

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted on a 50-minute hour.

ADP, Inc., Major Accounts, Training & Performance Systems is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org.

ADP, Inc. is an authorized provider by the International Association for Continuing Education and Training (IACET), 1760 Old Meadow Road, Suite 500, McLean, VA 22102.

In accordance with the American Payroll Association (APA), RCHs apply to Certified Payroll Professional (CPP) and Fundamental Payroll Certification (FPC) credentials.

Cost and Training Policy

For information on course cost, registration, and cancellation policies, refer to the Training Policy.

The Business Behind Business - Learn@ADP · 15 The Business Behind Business® V10251071035PR185CMB2...

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