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Employee & Manager Self Service Overview

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Presentation on theme: "Employee & Manager Self Service Overview"— Presentation transcript:

1 Employee & Manager Self Service Overview
EMPLOYEE EMPOWERMENT THROUGH TECHNOLOGY

2 Empowerment through Self Service
Agenda Why ADP? Empowerment through Self Service Accessing the Web Site Navigating the Web Site All About ME Exploring My Team

3 Why ADP Workforce Now? Existing Human Resources Information System (HRIS) was outdated; not web based and lack functionality to meet our needs and the needs of our workforce ADP provides the technology to support Human Resources, to grow with our workforce and to allow efficiencies within our department to provide additional services to our workforce Supports our goal to empower our workforce through self- service (updating personal information, accessing benefit time, reviewing pay advice, W2s, etc) For Managers - direct access to team members’ information The ability to run reports Fully Secure and unlimited access 24/7 – Anywhere / anytime – including Mobile access

4 ADP Mobile Solutions? For Apple® iPhone® users, download the free ADP® Mobile Solutions app from the App Store or iTunes®. Use your existing ADP user ID and password to get started. For users of Android™, BlackBerry®, or other Apple devices, point your mobile browser to https://mobile.adp.com.

5 YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE
Accessing the Web Site © 2012 ADP, Inc V WFN41

6 Logging On for the First Time
YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE The first step is to log on ADP Workforce Now. To do so, go to https://workforcenow.adp.com.  In the First Time User section, click Register Here. © 2012 ADP, Inc V WFN41

7 YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE
Registration YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE A Terms and Conditions window opens. Click I Agree. © 2012 ADP, Inc V WFN41

8 Registration (Continued)
YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE CIBOAKHILL-7080 Complete the Registration wizard, beginning with entering the registration code provided to you. © 2012 ADP, Inc V WFN41

9 YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE
Logging On YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE On the User Login tab, create your user ID and password. Then, click Log In. © 2012 ADP, Inc V WFN41

10 Navigating the Web Site
YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE Navigating the Web Site Now let’s look at how you navigate the Web site as a manager. © 2012 ADP, Inc V WFN41

11 The Menu Bar – Home Page The Home page is divided into sections. For example, on this Home page, you can see Company News and Announcements. The Forms section has links to frequently used forms. In the Company Events section, you can learn about events such as a new volunteer program. Now let’s take a look at what’s available through the Resources menu. Note: Our Web site contents may vary.

12 Navigating the Web Site – ADP Workforce Now Home Page
YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE Now let’s look at how to navigate our Web site. This is a sample ADP Workforce Now Home page. Our Home page will be customized with information about our company and links to various documents. Note: Our Web site contents may vary. © 2012 ADP, Inc V WFN41

13 Navigating the Web Site – ADP Workforce Now Home Page
Now let’s look at how to navigate our Web site. During the presentation, I’ll show you a sample employee record. This record does not contain real employee information. The ADP Workforce Now Home page, which contains information about our company and links to various documents, has been customized for our company. Note: Our Web site contents may vary.

14 Navigating the Web Site – Logo and Links
The top of the Home page is customized with our company logo and colors. On the right side, you can click Preferences to choose your Language, Content, Communication, and Security preferences. Click Support for 24/7 access to the Support window. Always remember to click Log out when you’re done. Let’s take a look at the Support window. Note: Our Web site contents may vary.

15 Navigating the Web Site – Support Window
The Support window contains links to helpful documentation and learning resources. You can even search for more specific information. Click Support again to hide the Support window. Note: Our Web site contents may vary.

16 Navigating the Web Site – Menu Bar
On the menu bar, you’ll use the Home, Resources, and Myself menus (top left) to access various areas. The icons (top middle) give you access to the Message Center, the Calendar, and My Profile. The Global Search field (top right) allows you to search for people or activities, and the magnifying glass icon provides advanced options for the People search. Let’s begin by taking a closer look at the Home page. Note: Our Web site contents may vary.

17 Viewing My Profile Click the My Profile icon on the menu bar to display a business card with your information. This information also displays in our company directory. Let’s take a look at the company directory now. Note: Our Web site contents may vary.

18 Viewing the Company Directory
You can access the company directory from the Global Search field, where you see the words “search directory,” or by clicking the magnifying glass icon. You can also use your mobile device to find colleagues and their contact information. Then, tap your device to directly call them or send them an message. Note: Our Web site contents may vary.

19 The Resources Menu – Accessing Company Information
The Resources menu provides access to company information, including company policies, frequently asked questions (FAQs), the Forms Library, and tools and references. Let’s look at Company Policies. Note: Our Web site contents may vary.

20 Accessing Online Help You can access online Help anywhere in ADP Workforce Now by clicking the Help icon. Online Help displays information that is relevant to the page that you are viewing. For example, you can click the Help icon on the Directory Search page and access the Company Directory Search Tasks Help. Then, you can read or print the Help topic on how to use the Advanced Search or Quick Search. Note: Our Web site contents may vary.

21 Searching Online Help You can also use the Help Search field to search for any Help content. For example, if you need to know how to set up a direct deposit, enter set up direct deposit in the Help Search field and click the magnifying glass icon. Then, click any title to view the topic. Note: Our Web site contents may vary.

22 Accessing an Activity In the Global Search field, you can also search for a specific Employee Self Service activity. Activities are actions that you can perform, such as reviewing your pay statements. Click Activity to begin your search. Note: Our Web site contents may vary.

23 Accessing an Activity (Continued)
Let’s look at an example of an Activity search. When you enter pay in the Global Search field, you get two results – Pay Rates and Pay Statements. You can navigate to either page by clicking one of the links. Note: Our Web site contents may vary.

24 Myself Information

25 Myself > Personal Information
Under Personal Information, you can view or update your profile, contact information, dependents and beneficiaries, addresses, and emergency contacts. Let’s look at the Profile page. If your company does not have Benefits, your employees will not see Dependents & Beneficiaries. Note: Our Web site contents may vary.

26 Myself > Personal Information > Profile
The Profile page has four tabs. On the Personal Information tab, you can add a preferred name or nickname, or upload your photograph. If any information is incorrect and you cannot update it yourself, contact your practitioner. Note: Our Web site contents may vary.

27 Myself > Personal Information > Profile (Continued)
On the Demographic Information tab, you can update information such as whether you are a tobacco user. Note: Our Web site contents may vary.

28 Myself > Personal Information > Profile (Continued)
The Custom Fields tab is customized for our company’s needs. In this example, the Custom Fields page is used to view or enter an employee’s uniform size. Note: Our Web site contents may vary.

29 Myself > Personal Information > Profile (Continued)
The last tab on the Profile page is Veteran Information. You can view your veteran status here. Note: Our Web site contents may vary.

30 Myself > Personal Information > Contact
Now let’s see the type of information that you can access when you select Contact. Note: Our Web site contents may vary.

31 Myself > Personal Information > Contact (Continued)
This is the Contact page. Here you can view and update your addresses and phone numbers for work or home. Note: Our Web site contents may vary.

32 Myself > Personal Information > Addresses
Let’s look at the Addresses page next. Note: Our Web site contents may vary.

33 Myself > Personal Information > Addresses (Continued)
Here is the Addresses page. Use this page to view or update your personal addresses or your work location. Note: Our Web site contents may vary.

34 Myself > Personal Information > Emergency Contact
Finally, let’s look at the Emergency Contact page. Note: Our Web site contents may vary.

35 Myself > Pay Under Pay, you can access your pay information. Let’s look at the Pay Rates page. Note: Our Web site contents may vary.

36 Myself > Pay > Pay Statements
Now let’s look at the Pay Statements page. You can also use your Mobile device to view pay statements up to the last five pay periods, including earnings, deductions, and direct deposits. If your company uses ADP ALINE PayCard services, your employees can also use their mobile devices to view pay card balances and recent transactions, and to locate nearby ATMs that are free of surcharges. Note: Our Web site contents may vary.

37 Myself > Pay > Pay Statements (Continued)
The Pay Statements page displays your pay statements and pay adjustments. You can view your pay statements as images of paychecks as shown, or select View as Table to view your pay information organized in a table. Note: Our Web site contents may vary.

38 Myself > Pay > Pay Statements (Continued)
You can click View Check to see a PDF version of your pay statement. Note: Our Web site contents may vary.

39 Myself > Pay > Direct Deposit
Now let’s look at the Direct Deposit page. Note: Our Web site contents may vary.

40 Myself > Pay > Direct Deposit (Continued)
Use the Direct Deposit page to add or change direct deposit information. You can deposit the full amount of your paycheck, a designated part of it, or the remaining balance after deposits have been made into other accounts. Before you add a new account for direct deposits, click the Help icon and read the instructions. Note: Our Web site contents may vary.

41 Myself > Pay > W-2/1099s
Now let’s see what Form W-2 or Form 1099 information you can view. Note: Our Web site contents may vary.

42 Myself > Time Off > Time Off Balances (Continued)
On the Time Off Balances page, you can see your remaining balance of time off and the amount of scheduled and taken time off. You can also see how much time off you’ve earned as of the date that you enter in the As Of field. Note: Our Web site contents may vary.

43 Myself > Pay > W-2/1099s
Now let’s see what Form W-2 or Form 1099 information you can view. Note: Our Web site contents may vary.

44 Myself > Pay > W-2/1099s (Continued)
On the W-2/1099s page, you can view your Form W-2, Form W-2C, or Form 1099 annual wage and tax statements. Note: Our Web site contents may vary.

45 Myself > Pay > Tax Withholdings
Now let’s look at the Tax Withholdings page. Note: Our Web site contents may vary.

46 Myself > Pay > Tax Withholdings (Continued)
The last page under Pay is Tax Withholdings. Click Federal to view and manage your federal tax withholding information. Note: Our Web site contents may vary.

47 Myself > Development
Under Development, you can track your education, licenses and certifications, previous employers, language, skills, memberships, awards, and training. Let’s take a look at the Education page. Note: Our Web site contents may vary.

48 Myself > Employment
Under Employment, you can view or edit job profiles, employment information, and time position information. Let’s take a look at the Job Profiles page. Note: Our Web site contents may vary.

49 Myself > Employment > Job Profiles
The Job Profiles page displays two tabs – Position and Status. On the Position tab, you can view information such as your job title, home department, location, and manager. If any of this information is incorrect, contact your practitioner. Note: Our Web site contents may vary.

50 Myself > Benefits Under Benefits, you can view or edit your benefit enrollments. You can also use your mobile device to view: Benefits information, including benefit plan details, coverage, deductions, current elections, and pending or future elections. Those of you with Apple® mobile devices can also enter notes and store two benefit card photographs. If using ADP Flexible Spending Account (FSA) Services: Flexible spending account information, including account name, balances, annual goal amounts, claims and payment information, and year-to-date payroll contributions If using ADP 401(k) Services: 401(k) plan balances, plan details, contribution rate, personal return rate, and investment funds and deferral percentages Select Enrollments to get started. Note: Our Web site contents may vary.

51 Myself > Benefits > Enrollments (Continued)
On the Benefits Statement page, the Benefits As Of field defaults to today’s date. During open enrollment, you may want to print a benefits statement as of a future date. To print a statement, click Print in the upper-right corner. Note: Our Web site contents may vary.

52 Myself > Benefits > Enrollments (Continued)
On the Enrollments page, you can also compare benefit plans. For example, you might want to see the difference in cost if you were to change coverage levels. Or, during open enrollment, you might want to compare plans to see which plan will best fit your needs. To compare plans, click Compare Benefit Plans. Note: Our Web site contents may vary.

53 YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE
Exploring My Team Let's look at the functionality available to managers from the My Team menu. © 2012 ADP, Inc V WFN41

54 YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE
My Team Menu YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE As a manager, you will see the My Team menu. This menu allows you to access information about your direct reports. Note: Our Web site contents may vary. © 2012 ADP, Inc V WFN41

55 YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE
My Team Submenu YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE On the My Team menu, the first submenu is My Team. As a manager, you may be able to view delegated activities, policy status, an organizational chart, and the team calendar. Let’s select Delegated Activities. Note: Our Web site contents may vary. © 2012 ADP, Inc V WFN41

56 Accessing My Team – Policy Status
YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE The next submenu on the My Team menu is Policy Status. Here you can check to see who on your team has or has not yet acknowledged your company policies. You can view and download reports, and you can also generate a notification to those employees that have not yet acknowledged the policies. Note: Our Web site contents may vary. © 2012 ADP, Inc V WFN41

57 Accessing My Team – Organizational Chart and Team Calendar
YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE ADP Workforce Now contains an Organizational Chart and Team Calendar. The Organizational Chart provides a hierarchical diagram of employees in your company. The Team Calendar can indicate either your peers’ calendars or your team’s calendar. For example, you might want to check if any of your peers are taking a vacation day at the same time you would like to. Or, you might want to check your direct reports’ calendars to verify vacation days or hire dates. Note: Our Web site contents may vary. © 2012 ADP, Inc V WFN41

58 Accessing My Team – Job Profiles
YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE Let’s view the hire date for a fictional member of your team, Heather Goldstein. Hire dates can be viewed by selecting My Team > Employment > Job Profiles or My Team Employment > Employment Information. We will access her hire date from Job Profiles. Note: Our Web site contents may vary. © 2012 ADP, Inc V WFN41

59 Accessing My Team – View Team Members
YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE On the Job Profiles page, you see the first person on your team in alphabetical order. You need to switch employees. You click the magnifying glass icon next to the employee’s name to open the Employee Search. You can also use the right and left arrows (just to the left of magnifying glass icon) to go to the next and previous employee. Note: Our Web site contents may vary. © 2012 ADP, Inc V WFN41

60 Accessing My Team – View Team Members (Continued)
YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE In the Employee Search window, you select Heather Goldstein from the list of your direct reports. Note: Our Web site contents may vary. © 2012 ADP, Inc V WFN41

61 Accessing My Team – Hire Date
YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE Heather’s hire date is 9/16/2004. You need to send a hire date anniversary card to her personal address. Note: Our Web site contents may vary. © 2012 ADP, Inc V WFN41

62 Accessing My Team – View Other Page Options
YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE Next to Heather’s name, click the Action icon. Note: Our Web site contents may vary. © 2012 ADP, Inc V WFN41

63 Accessing My Team – View Other Page Options (Continued)
YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE Expand the Personal Information section and then select Addresses. Note: Our Web site contents may vary. © 2012 ADP, Inc V WFN41

64 Accessing My Team – Addresses
YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE View Heather’s address. Now, you also need to request a merit pay rate increase for Heather. Note: Our Web site contents may vary. © 2012 ADP, Inc V WFN41

65 Accessing My Team – Perform a Review
YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE Now let’s perform a review. You received a notification in the Message Center that a performance review is due for Heather Goldstein. On the My Team menu, under Talent, select Performance Reviews. Note: Our Web site contents may vary. © 2012 ADP, Inc V WFN41

66 Accessing My Team – Perform a Review (Continued)
YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE This is an example of the top half of the performance review screen. You will see dates, employment information, and instructions here. Note: Our Web site contents may vary. © 2012 ADP, Inc V WFN41

67 Viewing Employee Development Information
YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE Managers can view employee development information, such as a list of the employee’s education, licenses and certificates completed, and awards won by the employee in a particular category of talent. This page shows the CPR certification earned by an employee. Note: Our Web site contents may vary. © 2012 ADP, Inc V WFN41

68 YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE
Viewing Time Off YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE From the My Team menu, access the Time Off submenu for time off information for all of the members of your group. Note: Our Web site contents may vary. © 2012 ADP, Inc V WFN41

69 Future Recruitment Process
YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE The HR practitioner creates a job posting and posts it online. Candidates apply to the online posting. Hiring managers view candidates. The HR practitioner updates the candidate status to Hire This Employee. Let’s explore how to use the Web site to view information about recruiting. © 2012 ADP, Inc V WFN41

70 YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE
Your Reporting Tasks YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE You can generate reports on various types of information about an employee, such as: Personal Work-related Time Off © 2012 ADP, Inc V WFN41

71 YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE
The Reports Menu YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE You can easily generate reports using the Reports menu. To get started, point to Reports. In this example, we’ll begin with the My Team Reports submenu and select Personal & Employment. © 2012 ADP, Inc V WFN41

72 YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE
Running Reports YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE Let’s generate an employee directory of your direct reports. In the Report Name column, locate the My Team Employee Directory. Click the Action icon and select Run. © 2012 ADP, Inc V WFN41

73 Running Reports (Continued)
YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE The My Team Employee Directory report displays. © 2012 ADP, Inc V WFN41

74 YOUR ADP WORKFORCE NOW MANAGER SELF SERVICE WEB SITE
What Questions Do You Have? Consult your manager with any questions or call Benefits at or 3874 Now that you have seen the Manager Self Service resources, what questions can I answer for you? 74 © 2012 ADP, Inc. © 2012 ADP, Inc V WFN41


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