Using Employee Development in ADP Workforce Now For the best experience, you should complete the topics in order by clicking the Next button to move through them, but you can vary the order if you like. Go through the topics at your own pace. Take a break when you need to and come back and pick up where you left off. V06231480761WFN70

Using Employee Development in ADP Workforce Now Introduction to Employee Development Populating Employee Development Validation Tables Adding Custom Fields for Employee Development Data Making Employee Development Pages Accessible to Managers and Employees in Self Service Setting Up Approval Workflows for Managers and Employees Entering Data in Self Service V06231480761WFN70

Introduction to Employee Development This topic will answer the following questions: What Is Employee Development? How do I access Employee Development pages in ADP Workforce Now? How do I add employee development information to an employee’s record? What do I need to do to use Employee Development? [Developer: Use this slide as the first slide in every new topic.]

What Is Employee Development? ADP Workforce Now provides you with the ability to track employee development-related information, including the following: Education Licenses and certifications Skills Memberships Awards Training Language Previous employers You may allow your managers and employees to enter and update this information on their own using Manager and Employee Self Service.

How Do I Access Employee Development Pages in ADP Workforce Now? Starting Point: People > Development > [Development Page]

How Do I Add Employee Development Information to an Employee’s Record? Starting Point: People > Development > Licenses/Certifications Navigate to the employee’s record. Click Add (+). Enter the appropriate information. Click Done.

What Do I Need to Do to Use Employee Development? You can begin using Employee Development after you complete these tasks. The last two are optional, depending on your company’s policies regarding Manager and Employee Self Service. Task Description Populate validation tables You need to populate the employee development-related validation tables to provide the user with values to select when updating employee records. Make Employee Development pages available in Self Service If you want your managers and employees to update their own development records, you need to make the My Team and Myself pages available to them in Manager Self Service and Employee Self Service. Set up approval workflows and workflow paths If you are going to make Employee Development pages available to your managers and employees in Self Service, you may want to set up approval workflows and workflow paths so that the entries that managers and employees make are approved by someone.

Populating Employee Development Validation Tables This topic will answer the following questions: How do I populate Employee Development validation tables? Which validation tables do I need to populate? How do I enter data into validation tables? How do I import data into validation tables? What other ways can validation tables be updated?

How Do I Populate Employee Development Validation Tables? You can populate validation tables in two ways: Entering the data into the table Importing the data

Which Validation Tables Do I Need to Populate? The related Employee Development validation table categories are highlighted in the graphic. You can expand each category to see the specific validation tables that are related to each category. The specific tables are also listed in the body of the page.

How Do I Enter Data into Validation Tables? Starting Point: Setup > Tools > Validation Tables In the left column, expand the related validation table category and select the specific validation table. Click Add (+). Enter the code and description. Click Done.

How Do I Import Data into Validation Tables? You can import employee development data instead of entering it into ADP Workforce Now. You can access the import guides and validation table import templates that you need on the Support Center.

Accessing Import Guides and Validation Table Import Templates Starting Point: Support > Product Documentation

Accessing Import Guides and Validation Table Import Templates (Continued) Under Importing Data Into ADP Workforce Now, select the appropriate importing activity.

What Other Ways Can Validation Tables Be Updated? If you have ADP Workforce Now Recruitment, it is possible for applicants to add certain values to your validation tables, including the following: Learning institutions Previous employers Skills Licenses and certifications Memberships

Adding Custom Fields for Employee Development Data You may add custom fields to Employee Development pages if you want to track information that is not provided in ADP Workforce Now. For example, some companies track tuition-reimbursement payments on their employees’ Education pages. This topic will answer the following question: How do I add custom fields to Employee Development pages?

How Do I Add Custom Fields to Employee Development Pages? Starting Point: Setup > Tools > Custom Fields In the View field, select the page to which you want to add a custom field. Click Add (+). In the Field Name and Field Type fields, enter the appropriate information. Click Done.

How Do I Add Custom Fields to Employee Development Pages? (Continued) Result: The field is displayed on the selected Employee Development page.

Making Employee Development Pages Accessible to Managers and Employees in Self Service This topic will answer the following questions: What does it mean to manage employee and manager access to Employee Development pages in Self Service? What activities can I make available to managers and employees in Self Service? How do I make employee development pages accessible in Self Service?

What Does It Mean to Manage Employee and Manager Access to Employee Development Pages in Self Service? When Employee Development is enabled, you can customize and manage manager and employee access to the related pages in ADP Workforce Now by enabling access permissions to the appropriate My Team and Myself pages in Self Service. You can further customize access by creating security groups, if needed, and specifying the types of access you want to give those groups of employees. For example, some companies may create a security group for temporary employees to limit or prevent their Self Service access.

What Activities Can I Make Available to Managers and Employees in Self Service? Below is the list of employee development-related activities that you can make available for employees and managers to make their own updates in Self Service. Manager Activities Employee Activities Manager – Awards Manager – Education Manager – Employee Goal Create Manager – Employee Goal Update Manager – Language Manager – Licenses/Certifications Manager – Memberships Manager – Previous Employers Manager – Skills Manager – Training Employee – Awards Employee – Education Employee – Employee Goal Create Employee – Employee Goal Update Employee – Language Employee – Licenses/Certifications Employee – Memberships Employee – Previous Employers Employee – Skills Employee – Training

How Do I Make Employee Development Pages Accessible in Manager and Employee Self Service? Starting Point: Setup > Security > Access Permissions Click Menu Access. Click Manager or Employee, depending on which profile you want to update. Click the appropriate manager or employee profile that you want to update.

How Do I Make Employee Development Pages Accessible in Manager Self Service? After accessing the appropriate manager profile, complete the following steps: Select My Team. Result: The My Team menu access page is displayed. Enable access to Employee Development pages by selecting the check boxes to the left of each page. Enable the ability to edit those pages by selecting the check box to the left of the Edit Privileges selection for each of the pages. Click Save. Note: You can deactivate access to the pages in a similar way by clearing the check boxes.

How Do I Make Employee Development Pages Accessible in Employee Self Service? After accessing the appropriate employee profile, complete the following steps: Select Myself. Result: The Myself menu access page is displayed. Enable access to Employee Development pages by selecting the check boxes to the left of each page. Enable the ability to edit those pages by selecting the check box to the left of the Edit Privileges selection for each of the pages. Click Save. Note: You can deactivate access to the pages in a similar way by clearing the check boxes.

Setting Up Approval Workflows for Managers and Employees Entering Data in Self Service This topic will answer the following questions: Why and when do I need to set up approval workflows? How do I set up approval workflows? How do I ensure that manager and employee updates follow the appropriate workflow for approval?

Why and When Do I Need to Set Up Approval Workflows? If you allow managers and employees to update their development information in Self Service, you may want to set up approval workflows so that those entries are reviewed, acknowledged, or approved by a practitioner or manager. As a best practice, you should set up the approval workflows before configuring the Manager and Employee Self Service access.

How Do I Set Up Approval Workflows? Starting Point: Setup > Approval Process > Approval Paths Click Add (+). Complete the Approval Paths page. Click Save.

How Do I Ensure that Manager and Employee Updates Follow the Appropriate Workflow for Approval? Starting Point: Setup > Approval Process > Activity Configuration Click the activity that you want to configure and associate with the approval workflow. Complete the Activity Configuration page by assigning the approval path and identifying the types of notifications, if any. Click Save.

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