The Full Value of ADP Workforce Now Optimization …0F916658-03DA-4619-ADD5-95B8FC...Optimization...
Transcript of The Full Value of ADP Workforce Now Optimization …0F916658-03DA-4619-ADD5-95B8FC...Optimization...
Maribel Armendariz, Project Leader, Product Enablement
The Full Value of ADP Workforce Now®:
Optimization Session 2
Security and Approval Process
ADP Pro Conference Fall 2017
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Agenda
Security Overview • Access Permissions Page
• Menu Access
• Profile Members
• Membership Rules
• Payroll & People Access
• User Access Permissions Page
• People Access
• Payroll Access
• Finding a User
• View Practitioner & Employee Profiles
• Change a User’s Profile
• Profiles Page
• ACS Security Profile Report
• User Security Report
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Agenda
Approval Process Overview • Standard Activity Triggers
• Set Up an Activity
• Specific User
• Up Affected Employee Manager Hierarchy
• Up Submitter Manager Hierarchy
• Work Groups
• Memberships Rules
• Approval Path
• Activity Configuration
• Business Rules & Exception Approval Paths
• Activity Configuration Email
• Global Email Templates
• Activity Configuration Verification
• Activity Workflow Verification
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Security Overview
ADP Pro Conference Fall 2017
Maribel Armendariz, Project Leader, Product Enablement
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Security Overview
• Access Permissions allow the practitioner to edit standard profiles or create custom/unlimited profiles from ONE Workforce Now Portal
• Content (i.e., employees see different content)
• Role (i.e., terminated employees – see limited number of tabs/menus)
• Can have multiple logos & themes by profiles
• Four Standard Roles
• Practitioner
• Manager
• Time & Attendance Supervisor
• Employee
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Access Permissions
• Log In as Practitioner, select Setup > Security > Access
Permissions
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Access Permissions
• Menu Access: Select the Menu Access link
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Menu Access
• Menu Access slide-in allows the practitioner to modify the access/permissions a user
has to the Workforce Now menus, sub-menus and sections
• Unchecking a box will prevent a user from seeing that section in Workforce Now
• You can Enable/Disable access to a menu as a whole by using the toggle switch
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Profile Members
• To view profile members, select the Members link or Actions > Members
• To add or remove profile members, use the arrows to move members between the
Available Members and the Current Members
– From here practitioners can also add members manually
• A user’s access to a menu in Workforce Now is the combined access of ALL their
Profile memberships
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Membership Rules
• Membership rules allow you to specify information (attributes and values) used to
dynamically determine membership in custom security profiles
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Membership Rules
• To view a profile’s Membership Rules, select the Membership Rules link or Actions >
Membership Rules
• Membership rules are like filters for Access Permissions Profiles, they can
include/exclude members based on the rule
• To assign or remove profile members using existing membership rule select and use
the arrows to move between the Available Rules
• To define a New Rule, select Membership Rules from Setup > Security
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Access Permissions
• People Access: Select the Payroll & People access link
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User Access Permissions Page
• The Profile types the user is included in
• Menu Access Permissions for the user
• People and Payroll Processing access for the user
• Links to the Profiles Page, Change Profile Membership for the
user selected, Find Another User, and view a Tour of the User
Access Permissions page
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People Access
The People Access tab allows a practitioner
to modify the People within Workforce Now a
user has permission to access
Custom Access to People can be set
up two ways:
• Designating employees individually
by using Select People
• Building a Custom Rule using the
Rule Builder
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Payroll Access
Under the Payroll Processing
Access tab, the practitioner can
set a user’s permissions to
Company Codes
Using Custom Access, the
practitioner has the choice to grant
Full Access, View Only or No Access
to a specific company code
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Finding a User
You can search for a user by any of the fields shown.
• To search for all Practitioners, users can select and it will
display more options like the Role type
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View Practitioner & Employee Profiles
The Current Practitioner Profile
Membership lists the Practitioner
profiles the user is a member of
The Current Employee Profile
Membership lists the Employee
profiles the user is a member of (if
the user is a Manager, select the
Viewing As dropdown Menu and
choose Manager to view their
permissions)
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Change a User’s Profile • To change a user’s profile membership from this page, select Change Profile Memberships. This
allow the practitioner to make user profile changes without navigating to the Profiles page
• Once a user is part of Custom Profile, the user is automatically removed from the system Standard Practitioner Profile
• Users can be members of multiple custom profiles and will have the combined permission of the profiles selected
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Profiles Page • Practitioner can access the Profiles page by selecting the Access Profiles Page link
• Profiles can also be accessed going to the Profiles page by selecting Setup > Access
Permissions > then Select on Menu Access
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Profiles Page • From this page you can view all the profiles for the client
– Select to view the profiles as tiles or a list
• The tiles show
– If the profile is Active/Inactive
– How many members are part of the profile
– Number of Membership Rules applied
(filters that dynamically add
members to a group when applied)
– Additional Actions:
• Make changes to the profile permissions
• Copy all settings to a new profile
• Delete to remove the profile
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ACS Security Profile Report
• The report is located on the Profiles page at Setup > Security > Access
Permissions > Menu Access
• To generate a report select the profile
– Select Generate Report
– Select Download Report
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ACS Security Profile Report
• To run a report on a specific Profile
– Filter by the Profile Name
– Select Role for the Profile
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ACS Security Profile Report
• The Report will show the Members and Membership Rules within the profile as well as
Menu Access Permissions
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User Security Report
• Practitioners can verify a user’s Security Access Permissions at anytime by
generating the User Security Report
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User Security Report
• All Roles and Security Profiles are listed
Approval Process Overview
ADP Pro Conference Fall 2017
Maribel Armendariz, Project Leader, Product Enablement
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Approval Process Overview
• The Standard Activities page displays
the default Employee, Manager, and/or
Practitioner system data changes
• Workflow is the approval and notification
routing that an activity follows. Defining
standard activities includes the following:
• Defining the default approval path
• Adding exceptions to the default
approval path
• Specifying any work groups to be
excluded from the default path
• Specifying escalation rules and
reminder notification processing
• Defining activity-specific emails to
be sent at the appropriate time and
to the appropriate people
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Standard Activity Triggers
• To view a list of system data changes in Workforce Now that will trigger a Standard
Activity workflow, see Product Documentation in the Support Center
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Set Up an Activity
• Setup > Approval Process > Activity Configuration
• There are 7 steps for each Activity
• The only required step is Approval Path
– Work Groups – These are groups of users who can approve a
change, be notified of a change, or both
– Membership Rules – Filters that automatically add members to a
Work Group
– Approval Paths – These tell us WHAT path the change request will
follow (Approval, Notification, or both)
– Business Rules – These are filters created to setup exceptions to
the default Approval Paths
– Global Email Templates – An optional way administrators can be
made aware that a change is pending
– Activity Configuration – These tell us which changes are
configured to follow a specified path
• Escalation – If the approver setup within the Default Path is unable
to approve a change request, designate who should approve the
transaction
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Assignee Types
Specific User • A specific user can only be designated for one step per step type (approval or notification) in an
approval path
• If the specific user is solely a member of an employee security profile, you can only select
Notification as the step type
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Up Affected Employee Manager Hierarchy
• The approval for the affected employee's manager must be completed before going up to the next
approver
• Emails sent are based on the affected employee's manager's hierarchy
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Up Submitter Manager Hierarchy
• The “Up” for the Submitter Manager hierarchy is specific to the individual submitting the request,
regardless of whether another employee will be affected by the change submitted
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Work Groups
• Setup > Approval Process >
Enhanced Activity Configuration >
Work Groups and Select on ADD
WORK GROUP
• Enter a Workgroup Name and
Description
– Members are added dynamically
by a Membership Rule
– Members can also be added
manually by selecting the
Available for Membership link
– Select on Filter to view a list of all
available members or search for a
member by name
– Select the users you like to add to
the Workgroup
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Membership Rules
• Setup > Approval Process > Activity Configuration > Standard Activities > Manage Workflow
> Membership Rules
• Add Membership Rule, Enter Rule Name and Description
• Select the rule type either Comparison or Calculation
• Select in the Attribute column and select an attribute
• Select in the Operator column and select the value
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Approval Path
• Click on Setup > Approval Process > Activity Configuration > Approval Path and
click on
• Enter a Path Name and Description
• Choose an Assignee Type, Assignee, and a Step Type
• Enter additional Assignees if desired and press Save
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Activity Configuration
• The next step is to Enable and configure the Activity
• Here we will link the Activity with the Approval Path created on the previous slide
• The image below shows a few of the default Standard Activities available within Workforce Now
– Depending on the features your company has, you might see different activities listed
• Note that default Activities are available for Employees, Managers, and Practitioners – click on the
Role dropdown menu to see choices
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Activity Configuration
• Select edit to configure the chosen
activity
• Select the default Approval Path. The
activity follows this path, unless you
set up exceptions to the approval
path:
– If necessary, define an Excluded
Work Group (No approval tasks
will be assigned to members of
an Excluded Work Group)
– If necessary, define an Approval
Exempt Group (If a member of
this group submits this activity,
approvals are bypassed and
employee information is updated
immediately)
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Activity Configuration
• Escalation – If the approver setup within the Default Path is unable to approve a change
request, designate who should approve the transaction
• Choosing Custom or Standard will cause the Standard Activity Advanced options to display.
Select Advanced Options link
• Selecting Standard Activity will display the Escalation fields greyed out. To Edit the
Standard Escalation that will be used for all Activities (if applicable)
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Activity Configuration
• Custom Escalation is only applicable to the current Activity
– For example, if 10 days pass after a change request for approval, the system will send the
Approver an email every 3 days as a reminder
– Additionally, if after 15 days the change is still not approved, the system will add an additional
approver: One Level Up (employee’s manager)
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Business Rules & Exception Approval Paths
• Business Rules are filters used within a Exception Approval Path to exempt any member selected
by the filter from the Default Approval Path
• Click on Setup > Approval Process > Enhanced Activity Configuration > Business Rules and
click on ADD Business Rule
• There are two types of Business Rules:
– Global – Rules (filters) created using this type will be available for all activities
– Standard Activity – These are rules (filters) that can only be used with the Activity named
• Enter Rule Name & Description > then click DONE
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Business Rules & Exception Approval Paths
• To exempt employees from this approval path, an Exception must be used:
– Select edit, then Advanced Options
• Next select Manage Exception Approval Paths under Advanced Options
• Then apply the Business Rule
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Activity Configuration – Email
• The last step is to setup Email Notifications
• Activity-Specific emails are only sent when an Activity is triggered
• Each email type must be configured and is used in place of any Global email templates
• Select the Email Type to complete the email template using the system variables
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Global Email Templates
• As we mentioned in previous slide, Activity-specific email is only sent when a particular Activity is
triggered. Each email type must be configured and it replaces any Global email. To setup a Global
email:
– Select on Setup > Approval Process > Enhanced Activity Configuration > Business
Rules and Select on Global Email Templates.
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Activity Configuration Verification
• The screenshot below, shows the message a Self Service user (employee) will see when he goes
in and changes his address
• The Employee – Address Activity has an Approval Path set up
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Activity Workflow Verification
• The Practitioner will see an Approval transaction request in the Message Center
• If the change is approved, it will take effect immediately
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Questions
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