© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Custom Reporting Basics for ADP Workforce Now
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Technical Assistance
If you encounter problems during this Live Meeting, call Microsoft® Office Live Meeting support at 1-866-493-2825.
If you are unable to join the audio conference, call Level 3 Communications Ready-Access® audio conferencing at 1-800-788-6092.
To minimize background noise, use your phone’s mute function or on your phone’s keypad, press:
– *6 to mute the line
– *7 to unmute the line
State your name before speaking.
Do not place your phone on hold.
For audio, call 1-800-377-0237.Access code:
Welcome to Custom Reporting Basics for ADP Workforce Now
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Copyright and Trademarks
Copyright © 2015 ADP, LLC All rights reserved.
These materials may not be reproduced in any format without the express written permission of ADP, LLC
The ADP logo, ADP , and IN THE BUSINESS OF YOUR SUCCESS are registered trademarks of ADP, LLC . All other trademarks and service marks are the property of their respective owners.
3
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Introductions and Expectations
Your name
Your location
Your role
4
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Norms
Be responsible for your own learning.
Return promptly from breaks.
Participate. Ask any question that comes to mind.
Make mistakes. This is a safe environment.
5
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Course Purpose
This course has been designed to provide you with the knowledge and hands on experience required to be comfortable using the Custom Reporting Basics for ADP Workforce Now®.
6
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Objectives
Upon completion of this course, participants will be able to:
Explore Custom ReportsUse Sample ReportsPlan and Create Custom ReportsBuild More Robust Report
7
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Course Agenda
Module 1: Exploring Custom Reports Module 2: Planning and Creating Custom Reports
8
Module 1: Exploring Custom Reports
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Module 1 Purpose
This module prepares you to use Custom Reports, as well as giving you hands on experience to modify and run a report.
10
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Module 1 Objectives
Upon completion of this module, you will be able to:
Define Custom Reports and what you can do with Custom ReportsIdentify the differences between Standard, Sample and Custom
ReportsWork with sample reports, including modifying, running and working
with a copy of a sample report
11
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Exploring Custom Reports
What Is Custom Reports?
An ad hoc reporting tool that enables you to:Choose the fields to include in your reports Create your own fields, such as those used to project salary increasesEnables you to rearrange columns, rename column headings, and
apply various formatting options to your reportsSchedule reports to run at specified times or on a regular recurring
schedule.Create an unlimited number of reports, which you can view in several
different formats
12
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Example 1
13
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Example 2
14
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Example 3
15
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Poll
16
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
What Are the Differences among Standard, Sample, and Custom Reports?
17
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
What Are the Differences among Standard, Sample, and Custom Reports?
Report data is categorized into files that are displayed in the Report Wizard when you select fields for your custom report, as shown in the following graphic:
18
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
What Are the Differences among Standard, Sample, and Custom Reports?
Report data files usually contain multiple secondary files, and the available fields for the reports are available within these files, as shown in the following graphic:
19
This icon indicates available fields within the Report data file.
This icon indicates a Report data file.
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Types and Descriptions
20
Type Description
Standard reportsPredefined reports that are read-only; you can run them but cannot customize, nor create copies to customize
Sample reports A predefined collection of reports that are read-only
Custom reportsReports that you can design from scratch using available reporting fields, or you can create a copy of any of the sample reports and then edit the copy to meet your specific reporting needs
Standard reportsPredefined reports that are read-only; you can run them but cannot customize, nor create copies to customize
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Examples
Standard report example: A Payroll practitioner wants to quickly view the payroll information regarding bonus pay before sending it to ADP for processing. He uses the standard report Paydata Summary with a predefined group of fields to quickly view the desired information.
Sample report example: An HR practitioner wants a report listing all new hires. She runs the New Hire sample report, which includes payroll company code, payroll name, associate ID, hire date, rehire date, length of service, job title description, hire source description and education level description.
Custom report example: The HR practitioner needs additional information than the sample report includes, so she copies the New Hire sample report and customizes it to include the employees' departments.
21
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Demonstration: Running a Sample Report
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Activity: Running a Sample Report
Refer to your Handout Manual
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Unmatched Records
When you select fields from multiple files to create a custom report, the Unmatched Records window is displayed. Matched records mean that data exists for the employee in each of the files selected. Unmatched means that data does not have to exist in each file for the employee's record to display in your report. Your selection in this window determines the number of records that are displayed in your report.
24
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Unmatched Records (continued)
25
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Demonstration: Modifying a Sample Report
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Activity: Modifying a Sample Report
Refer to your Handout Manual
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Demonstration: Navigation between the Report Tabs
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Navigation between the Report Tabs
When you navigate to Reports > Custom Reports > All Reports, the tabs displayed in the following graphic are shown:
29
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Navigation between the Report Tabs (continued)
30
Tab Description
Report Output Displays all report types that have been run and are ready to be viewed, including custom, sample, and standard reports, as identified in the Report Type column
Standard Lists all the standard report categories on the left side of the page, the report name, its category, and the last run date.
My Reports Displays standard reports or team reports saved with your choice of run-time parameters, and provides a convenient way to access your frequently used reports
Sample Contains sample reports illustrating report setups that you can copy and modify for your own use
Custom Display all public and private report setups to which you have access
Schedules Allow you to schedule a report to run on a specific date and time, and schedule how often you want this schedule to recur
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Demonstration: Working with ADP Learning Bytes
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Activity: Working with ADP Learning Bytes
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Discussion
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Demonstration: Running a Sample Report
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Activity: Running a Sample Report
Refer to your Handout Manual
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Activity Results: Running a Sample Report
36
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Module 1: Debrief
Describe your comfort level with running and modifying a sample report.What are the important things to remember about modifying sample
reports?How will you be able to use sample reports in your job?
37
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Module 1: Summary
Upon completion of this module you will have an understanding of:
Running a sample reportModifying a sample reportNavigating between the Report TabsWorking with the ADP Learning BytesRunning a sample report
38
Module 2: Planning and Creating Custom Reports
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Module 2 Purpose
This module prepares you to create and format your own custom reports. It provides a process to follow so that the resulting report meets your requirements.
40
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Module 2 Objectives
Upon completion of this module, you will be able to:
Identify a process for planning your custom reportBuild a custom reportDescribe how effective dating impacts your report if it's turned on for
your companyIdentify the steps in the Report Wizard, and which ones are optional
or requiredSort report resultsInclude totals in your report resultsFormat your custom report
41
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Planning and Creating Custom Reports
Overview
In addition to copying and customizing the available sample reports, you can create your own custom reports from scratch. Because Custom Reports has various capabilities to consider, it is important that you plan what you want to include in your report prior to building it.
42
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Planning Custom Reports
Overview
Your answers to a series of questions will help you to create the blueprint and plan for your custom report, enabling you to include only the information that you need in your report. Without planning, you may need to update and edit your report numerous times to achieve the desired results.
43
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Planning Custom Reports - Guidelines
Some common questions to ask during custom report planning include:Which fields should I include?Will I need to include any calculations, such as totals?Do I need to filter the results? What filter will I need?What do I plan to do with the output? (For example, do I want to print it
for a quick reference, send it to others as an e-mail attachment, or manipulate the data?)
Which output format meets my needs?
44
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Demonstration: Planning a Report
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Activity: Planning a Report
Refer to your Handout Manual
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Demonstration: Creating and Running a Simple Custom Report
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Activity: Creating and Running a Simple Custom Report
Refer to your Handout Manual
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Planning the Field Sequence
Before creating your report, determine the sequence of the fields, or columns, that you want to display in your report.
Then in Step 2 of the Report wizard, select the fields in the order in which they should display, or you can use the Move Selected Item Up and Move Selected Item Down buttons to change the sequence of the fields.
49
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Effective-Dated Fields
The information in an effective-dated field becomes effective as of a certain date.
When entering a new value in an effective-dated field, the value being replaced is saved as part of a historical record.
The following runtime options may be available in Step 7 of the Report wizard:
– Effective as of a given date– Effective between two dates– Effective as of a payroll cycle
50
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Effective-Dated Fields (continued)
Using these runtime options, you can choose to include past, current, or future data on your report, as shown in the following graphic:
51
Some effective dated fields are only available if Effective dating is turned on for your company. If effective dating is not turned on then the change goes into effect as soon as it is keyed in.
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Example
Last week, you changed Donald Cole's employee type from Regular (Part-Time) to Regular (Full-Time) to be effective the fifteenth of next month. Today, you create and run a report that includes the employees' type .
– If you enter an effective date for your report that is prior to the fifteenth of next month, Donald's employee type will display as Regular (Part-Time) in the report.
– If you enter an effective date for your report that is the fifteenth of next month or later, Donald's employee type will display as Regular (Full-Time) in the report.
52
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Demonstration: Assessing Your Reporting Needs
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Activity: Assessing Your Reporting Needs
Refer to your Handout Manual
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Building More Robust Reports
In addition to guiding you through the report setup process, the Report wizard provides you with instructions and useful tips during each of the seven steps of the wizard.
55
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Steps of the Report Wizard
56
Step Description
1 Name Your Report
Select the report type and whether the report is public or private. Enter the name of your report and the title that will display at the top of your report. The title will default to the report name. The report description is used for your reference only. If your company uses folders, assign the report to a folder, if desired. This step is required.
2 Select FieldsSelect the fields that you would like to include in your report. Use the Add Selected button to move your selections to the Selected Fields list or to change the sequence of the selected fields. This step is required.
3 Select Sort Order
Select the fields for which to sort your report results. Use the Add Selected button to move your selections to and within the Selected Fields list.
4 Specify Totals Set options for how to display information such as counts, averages, and totals.
5 Select Format Adjust the text, font size, alignment and order of the columns, and change column headings.
6 Add Filters Add or change settings for filtering the data that displays in your report.
7 Run a Report Verify the report title, number of lines, the effective date of the data to include, and other settings prior to running your report.
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Demonstration: Sorting and Including Totals in Report Results
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Activity: Sorting and Including Totals in Report Results
Refer to your Handout Manual
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Specify Totals, Page Elements, and Descriptions
59
Element Description
Field Indicates the sorting order you selected in Step 3
Count Counts the number of values for this field in your report
Count Distinct Counts the number of distinct, unique values for this field in your report
Min Value Shows the minimum value for a field for the records included in the report
Max Value Shows the maximum value for a field for the records included in the report
Average Shows the average for all records
Total Provides a total for the field
Element Description
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Demonstration: Building a Custom Report
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Activity: Building a Custom Report
Refer to your Handout Manual
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Activity Results: Building a Custom Report
62
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Formatting Reports
63
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Elements and Descriptions
64
Element Description
Standard Formatter link
Changes the format screen to a standard formatter that provides a limited number of formatting options
Page Size Select the page size desired for your report
Orientation Indicate whether your report output should display in landscape or portrait
Maximize button Maximizes the Report Format section to enlarge your workspace
Options linkClick to display a list of formatting options that enable you to change the way column titles, rows, and cells display; include runtime settings in your report; enable spaces between columns; and display or hide headers and footers
Font Attributes box Position your cursor over a field or heading to use the formatting options in the box that displays to change various font attributes
Drag Field Here to Create a Header section
Drag fields to this section to display once as the heading for a group of records rather than displaying the value on each record
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Demonstration: Formatting and Running a Report
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Activity: Formatting and Running a Report
Refer to your Handout Manual
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
What Is Filtering?
Filtering enables you to determine what data to include or exclude from your report based on certain criteria.
You can define your filters in step 6 of the Report wizard. A filter consists of a field, an operator, and a value.
67
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Examples
List the field, operator, and value that you could use to create a filter for each of the following examples:
68
Example Possible Filter
Show only employees in the Sales department.
Show only hourly employees.
Include only employees who have been with the company for at least five years.
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Demonstration: Filtering a Report
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Activity: Filtering a Report
Refer to your Handout Manual
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Demonstration: Formatting and Filtering a Report
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Activity: Formatting and Filtering a Report
Refer to your Handout Manual
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Activity Results: Formatting and Filtering a Report
73
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Module 2: Debrief
How was that practice? Were there any surprises?If you were called out of your office, what would you want your back-up
person to know about formatting and filtering reports?Overall, how will this help you in your job?
74
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Module 2: Summary
Upon completion of this module you will have an understanding of:
Planning a reportAssessing your reporting needsSorting and including totals in reportsBuilding a custom reportFormatting a reportCreating filters for a reportRunning a report
75
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Knowledge Check
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Questions
Module 3: Course Closing
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Support After Class – Additional Online Resources
ADP has multiple locations to access online resources:
The ADP Client Service Centre: This is an online repository where clients can locate various types of
information.
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.
Workforce Now Support Centre: This is an online tool built directly into Workforce Now. The tool is designed to
provide users with: Step-by-Step procedures Online documentation regarding a variety of subjects Learning Bytes on a variety of subjects
79
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
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 Year End service centre, including reference materials and forms
Welcome Packages, training manuals, Learning Bytes and online registration
Health Tracking Program for clients who have purchased ADP Benefits
Online support and service options.
80
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Activity: Client Service Centre
Refer to your handout manual
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Accessing and Navigating in the Client Service Centre
Users have access to this tool 24/7. This tool provides a variety of online tools:
Step by Step instructional information.
Learning Bytes (short 2-3 min instructional videos) on a variety of topics.
Documentation providing the user with specific details about the topic searched.
82
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Activity: Workforce Now Support Centre
Refer to your handout manual
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
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.
84
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
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.
85
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Course Closing
You are now able to:
Explore Custom Reports Use Sample Reports Plan and Create Custom reports Build More Robust Reports
86
© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01
Survey
How satisfied are you that the training you completed prepared you to begin using your ADP solution?
Top Related