1. Welcome to Payroll for ADP Workforce Now®
Welcome to Payroll for ADP Workforce Now. My name is….
ADP Workforce Now gives you a single-entry system that brings together all the tools you need to meet your organizational goals and to improve your bottom line - from HR, Payroll, Time & Attendance, to Recruitment and Performance Management.
This course has been designed to provide you with the knowledge and hands on experience required to be comfortable using the Payroll module of ADP Workforce Now.
Today you’re going to learn how to process a WFN payroll– start to finish.
When we’re finished, you will be able to:
Confirm the Payroll Schedule
Set up the Pay Period Schedule in ADP Workforce Now
Add New Hires
Make Employee Changes
Process ROE Requests
Start a New Cycle
Make Payment Adjustments
Enter Paydata
Verify Input
View Preview Results
Issue Cheques and Direct Deposits
Produce Final Payroll Reports
This course is 5 hours long, with a 1 hour break for lunch, and two 15 minutes breaks.
Trainers:
If you encounter problems with WebEx, call WebEx support at
If you are unable to join the audio conference, call Level 3 Communications Ready- Access® at
Module 1: Introduction to ADP Workforce Now Payroll

2. Getting to Know You On the whiteboard, type: Your Name Your Location
Your Role
Your Expectations 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Trainer: This activity is optional, depending on the size and duration of your class. Hide this slide if you feel this activity will take too much time.
This is hands on training. Let’s get started with a quick activity to practice using the virtual meeting tools.
Trainer: Post slide 3. Assign a number to each participant and ask them to write down their:
Name
Location
Role – How do you use ADP Workforce Now® …
Expectations for the class
Discuss and build rapport. Write down their expectations so you can refer back to them throughout the training.
1. Add Text:
Click on this icon to add text to the whiteboard.
2. Change Color:
Click the arrow to expand a list of colors for your text.

3. Getting to Know You 1 2 3 4 5 6 7 8 9 10 12 13 14 15 16
Trainer: This activity is optional, depending on the size and duration of your class. Hide this slide if you feel this activity will take too much time.
Trainers: Upload this 1 slide as content and give learners annotation rights to type in as needed to do the Getting to Know You Activity.
In Webex:
Participant
Assign Privileges
Annotate

4. Additional Tools in our Virtual Classroom
Raise Hand:
When you click on this icon a hand appears to
the right of your name in the Participants List.
Checkmark:
To answer a true and false question, use the checkmark to answer yes, or to simply confirm you have completed an activity.
X Mark:
To answer a true and false question, use the checkmark to answer no.
Emoticon:
Used to express how you’re doing throughout the course.
Trainer: This activity is optional, depending on the size and duration of your class. Hide this slide if you feel this activity will take too much time. You can always tell learners how to use each tools as you go through the presentation.
Trainer : point to Icons on the right (3,4,5,6) and let them know we’ll tell them which one to use, depending on the exercises. Have learners try raising their hand.

5. Please do not place your phone on hold.
Guidelines
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
Return promptly from breaks.
Interact. Participate. Ask any question that comes to mind.
Make mistakes. This is a safe environment.
Please do not place your phone on hold.

6. Course Outline Module 1: Introduction to ADP Workforce Now Payroll
Payroll Schedules
Module 3: New Hires and Employee Changes
Module 4: Records of Employment
Module 5: Starting a New Cycle, Making Adjustments and Entering Paydata
Module 6: Verifying Input, Previewing & Processing Payroll
Module 7:
Tools & Resources
This course is 5 hours long, with a 1 hour break for lunch, and two 15 minutes breaks.

7. The Payroll Cycle Step 1 Establish Pay Period Schedule Step 2
Confirm the Payroll Schedule on ADP’s Mainframe (annually)
Set up the Pay Period Schedule in ADP Workforce Now®
Step 2
Optional Tasks
Add New Hires
Make Employee Changes
Process ROE Requests
Step 3
Start New Cycle and Enter Paydata
Start New Cycle
Make Payment Adjustments
Enter Paydata through WFN Time & Attendance or through Grids & Batches
Step 4
Validate Payroll
Verify Input
View Preview Results
Step 5
Process Final Payroll & Sign Off
Issue Cheques and Direct Deposits
Produce Final Payroll Reports
No Limit
Trainers: Remind learners to use the Job Aid: Payroll Cycle Checklist, HM pages to take notes.
The Payroll Cycle is a series of tasks designed to guide you through your Payroll entries. While most tasks are used every Payroll, Optional Tasks in Step 2 and Making Payment Adjustments in Step 3, may not be required for every pay.
At the end of the cycle the Payperiod status automatically changes to Completed.

8. The Payroll Dashboard
Starting Point: Process > Payroll > Payroll Cycle
The Payroll Dashboard mirrors the Payroll Cycle. To launch a new Payroll Cycle:
Starting Point: Process > Payroll > Payroll Cycle
The following table describes the purpose of each of these tiles: New Hires/Rehires
Indicates the number of employees hired during the pay period and the names of three hired employees. If more than three employees were hired in the company's Pay Cycle, click anywhere in the New Hires subsection to view a table that contains details of each new hire. The number also indicates the number of new positions created during the Payroll Cycle (for instance, if another position was added to an employee via the Add Another Position page). If no employees were hired or positions added during this Pay Cycle, this tile is blank.
Click Add New Hire to hire a new employee from the Payroll Cycle Dashboard.
Terminations
Indicates the number of employees terminated during the pay period and the names of three terminated employees. If more than three employees were terminated in the company's Pay Cycle, click anywhere in the Terminations subsection to view a table that contains details of each terminated employee. If no employees were terminated during this Pay Cycle, this card is blank.
Click Add Termination to terminate an employee from the Payroll Cycle Dashboard.
Changes
Indicates the number of employees whose information was changed during the pay period, and the names of three employees. If the information of more than three employees was updated in the company's Pay Cycle, click anywhere in the Changes subsection to view an index of cards representing each change made in a Pay Cycle. Each card indicates the type of change and the number of employees impacted.
Click Add Changes to update an employee's information from the Payroll Cycle Dashboard.
Cycle Status
Indicates the current Payroll Cycle status: Entering Payroll Information, Preview Submitted or Cycle Completed.
If the Payroll Cycle status is Entering Payroll Information or Preview Submitted, the following tasks can be accomplished:
Payments and Adjustments which Allows you to enter further payments and adjustments to the current Payroll Cycle for the selected company.
Verify Input which Allows you to verify the current Payroll Cycle's information for the selected company.
Preview Payroll which Allows you to preview a Payroll and review the preview results for the selected company.
Process Payroll which Allows you to process a Payroll and review the results for the selected company.
If the Payroll Cycle status is Cycle Complete, the following task can be accomplished:
Start New Cycle: which means that you can Start a new Payroll Cycle for the selected company.
Classic Payroll Cycle link
This link navigates to the old Payroll Cycle page rather than the new Payroll Cycle Dashboard.
Warnings & Messages
Warnings and messages appear in this section.

9. Module 2
Payroll Schedules

10. Payroll Schedules Schedule Types
There are two different types of schedules that must be coordinated to ensure that your Payroll is processed accurately and on time:
The Payroll Schedule on ADP’s Mainframe
Contains Input Date, Run Date and Return Date for each Pay Cycle.
ADP Workforce Now Pay Period Schedule
Contains: Pay Period End Date, Pay Date, Run Type, Earnings and Deductions Schedules.
There are two different types of schedules that must be coordinated to ensure that your Payroll is processed accurately and on time:
The Payroll Schedule on ADP’s Mainframe
Contains Input Date, Run Date and Return Date for each Pay Cycle.
ADP Workforce Now Pay Period Schedule
Contains: Pay Period End Date, Pay Date, Run Type, Earnings and Deductions Schedules.

11. Mainframe Payroll Schedule
ANNUALLY
Mainframe Payroll Schedule
Payroll Schedules are set up by Implementation for each client on ADP's mainframe. The mainframe automatically generates the remaining dates based on the pay frequency, desired input and return dates, as well as funding terms.
A copy of the Payroll Schedule showing the Input Date, Run Date and Return Date is provided to you during the initial Implementation process.
Schedules are automatically generated in the spring of each year for the time period of June 1st of the current year, to May 31st of the following year. You are responsible for validating and requesting any changes with your ADP representative.

12. Pay Period Schedule
You are responsible for setting up your organization’s ADP Workforce Now Pay Period schedule.
You are responsible for setting up your organization’s ADP Workforce Now Pay Period schedule. You can add pay period schedules as required or all at once; however if no current pay period schedule exists, the Pay Cycle cannot be opened.

13. Do not try more than 3x to log in it or it will lock you out
Hands on Practice
Your Login Information
URL:
Select Admin Login
User Name and Password provided by your Trainer
Please write down your user name and password. You need this information to login during our practices.
Trainer:
Add URL to slide
Type User ID and password on a whiteboard, or show the list and assign them to clients from there.
Tell clients: Please write down your user name and password. You need this information to login during our practices.
Do not try more than 3x to log in it or it will lock you out

14. Hands On Practice: Pay Period Schedules
Creating a Regular Schedule Creating a Special Run Schedule Editing a Pay Period Schedule
Handout Manual Pages 20-22

15. Notes: Schedules
All fields within the pay period schedule can be changed. However, some changes have impacts.
Example: Changing a pay period’s end date impacts ROEs requested during the period.
When run dates are missed, the ADP schedule must be updated in order for the Payroll to process.
If a special run is selected, it must be scheduled with ADP or it will not be processed.
All fields within the pay period schedule can be changed. However, some changes have impacts. Example: Changing a pay period’s end date impacts ROEs requested during the period.
When run dates are missed, the ADP schedule must be updated in order for the Payroll to process. If a special run is selected, it must be scheduled with ADP or it will not be processed.

16. Module 2: Questions
What questions do you have about the Payroll Cycle and Schedules?

17. New Hires and Employee Changes
Module 3
New Hires and Employee Changes

18. Types of Payroll Data Type When Entered Examples Cyclical
You can only enter information when a pay cycle is open.
ROE requests
Entering pay data
Non-cyclical
You can enter information even when the cycle is closed.
Employee changes
Entering a new hire
Starting a new cycle enables you to enter cyclical data into Payroll and triggers any effective dated entries dated less than or equal to the pay period end date.

19. Making Employee Changes
To make changes on behalf of your employees, click Add Changes.
If security access is provided to employees, they can make changes themselves through the employee and manager self-service feature.
To make changes on behalf of your employees, click Add Changes.

20. Making Employee Changes (cont.)
Then, select an individual employee or a group of employees (using the Manage My List link). When an employee is selected, the page defaults to the Employment Profile page.

21. New Hires & Transfers
Enter through the one of the New Hire Wizards, including the Quick Hire Wizard.
Enter through the Import utility.
New Hires and Transfers are discussed in the Maintaining Employee Information course. Below is a high-level review.
When the Pay Cycle is open, enter new hires using one of the following methods:
Enter through the one of the New Hire Wizards, including the Quick Hire Wizard.
The new hire wizards consist of step-by-step sequences that guide you through the information required to complete the hire.
Enter through the Import utility.
The Import utility is an import template that you populate and import into ADP Workforce Now.
Employee Transfers
There are several wizards in ADP Workforce Now designed to complete transfers.
Note: Transfers cannot be future dated. They are processed immediately in the current pay.

22. Pay Rate Changes
Is the pay rate change for a salary or for an hourly paid employee?
Salary: Regardless of the effective date, ADP Workforce Now pays the full salary for the pay period. Make a one-time adjustment if the salary change is effective part way through the pay period.
Hourly (Using Time & Attendance): The appropriate hourly rate is applied to the hours worked during the current pay period. Adjustments are required for retroactive changes.
Hourly (Not using Time & Attendance): The new rate is applied to all hours in the current pay period. An override entry is required for hours to be paid at the old rate.
Pay rate changes for salary or hourly employees are one of the most common employee changes. There are several components to consider:
Is the pay rate change for a salary or for an hourly paid employee?
Salary: Regardless of the effective date, ADP Workforce Now pays the full salary for the pay period. Make a one-time adjustment if the salary change is effective part way through the pay period.
Hourly (Using Time & Attendance): The appropriate hourly rate is applied to the hours worked during the current pay period. Adjustments are required for retroactive changes.
Hourly (Not using Time & Attendance): The new rate is applied to all hours in the current pay period. An override entry is required for hours to be paid at the old rate.

23. Hands On Practice: Pay Rate Changes
Making a Pay Rate Change Using the Rate Change Calculator
Handout Manual Page 27-28

24. Viewing an Employee’s Salary History
ADP Workforce Now maintains a salary history.
Select the Regular Pay tile from the consolidated Employment Profile.
ADP Workforce Now maintains a salary history. Access this historical data by selecting the Regular Pay tile from the consolidated Employment Profile and click on the Regular Pay History icon to view an employee’s salary change history.

25. Effective Dating Timeline
To view salary changes for periods in the past and the future, click on one of the dates shown in the timeline.

26. Bank Account Changes
Practitioners with the appropriate security access and employees with self-service access to can make changes to a bank account.
Workflow notifications and/or approvals can be setup for bank account changes in the Activity Configuration page.
Employees with multiple bank accounts must identify the dollar amount they would like deposited into their secondary bank account. The remainder of the payment is then deposited directly into the primary account.
Practitioners with the appropriate security access and employees with self-service access to can make changes to a bank account.
Workflow notifications and/or approvals can be setup for bank account changes in the Activity Configuration page.
Employees with multiple bank accounts must identify the dollar amount they would like deposited into their secondary bank account. The remainder of the payment is then deposited directly into the primary account.
Refer to Handout Manual: Changing Banking Information, page 31

27. Hands On Practice: Banking Information
Changing Banking Information
Handout Manual Page 31

28. Module 3: Questions
What questions do you have about making employee changes?

29. Module 4
Records of Employment

30. Types of ROEs Original: The initial ROE provided to the employee
Amended: If changes are required on an ROE that has been issued, the new ROE is called an amended ROE.
File either type by paper or direct filing.
There are two types of ROEs:
Original: The initial ROE provided to the employee
Amended: If changes are required on an ROE that has been issued, the new ROE is called an amended ROE.
You can file either of these types of ROEs by paper, where you send the employer’s copy to the government, or direct filing where ADP electronically files the ROE on your behalf. These options are set up during the Implementation stage on the Company Options page.

31. ROE Statuses
New: The status appears as new the moment it is opened, no entries have been made and nothing has been saved.
In-Progress: Once the first entry is made and saved, the status changes to In-Progress.
Pending: Once the ROE is complete and the Ready to Issue indicator is changed to YES, the status changes to Pending. The ROE is now waiting to be transmitted to the mainframe.
Completed: Once the ROE and Payroll are transmitted successfully, the status changes to Completed.
ADP Workforce Now identifies the status in which each ROE is in at any given time. These are the following statuses:
New: The status appears as new the moment it is opened, no entries have been made and nothing has been saved.
In-Progress: Once the first entry is made and saved, the status changes to In-Progress.
Pending: Once the ROE is complete and the Ready to Issue indicator is changed to YES, the status changes to Pending. The ROE is now waiting to be transmitted to the mainframe.
Completed: Once the ROE and Payroll are transmitted successfully, the status changes to Completed.

32. ROE Validations
ADP Workforce Now has a built in validation processes to ensure items like social insurance numbers (SIN) are valid or ROEs are not requested on active employees.
When these situations occur, a warning message appears notifying you that an error has occurred and the error must be resolved to continue.
ADP Workforce Now has a built in validation processes to ensure items like social insurance numbers (SIN) are valid or ROEs are not requested on active employees. When these situations occur, a warning message appears notifying you that an error has occurred and the error must be resolved to continue.

33. ROE Tips Final Pay Period End Date Prerequisites Pay Cycle Status
Open Pay Cycle
Closed Pay Cycle
Consider the following guidelines to successfully create ROEs in ADP Workforce Now.
Final Pay Period End Date
The Final Pay Period End Date field displays one current and the last three regular pay period end dates in the drop down list. These dates are pulled directly from the pay period schedule.
Prerequisites
The ROE ties into the last Payroll run on order to gather its values, therefore there must be a minimum of one Payroll processed before the first ROE Run can be processed.
Pay Cycle Status
You can request a preview of an ROE, or you can process an ROE run, whether the Pay Cycle is open or closed. The results differ based on the status of the Pay Cycle. Each status provides the following details for ROEs in a pending status:
Open Pay Cycle
Pay & adjustments entries (with the exception of current pay adjustments)
EI adjustments
All applicable updates
Closed Pay Cycle
All applicable updates since the last processed Payroll.

34. ROE Entries Two ways to complete ROEs: ROE – Standalone Manual entry
ROE – Wizard
Request ROE as part of the termination/Leave process
ROE Standalone
ROE Wizard
ROEs
There are two ways to complete ROEs in ADP Workforce Now.
ROE – Standalone
Standalone ROEs give you the ability to complete the ROE through manual entry. This option is used when the leave, status change or termination process is completed without an ROE request. You may need to gather the information from reports to complete the required fields.
ROE – Wizard
Termination and Leave of Absence wizard templates can be customized to include the Request ROE option as part of the process. This option automatically populates a majority of the fields within the ROE as part of the termination or leave or status change process.
Refer to job aids in the Handout Manual pages 34-36

35. Completing a Standalone ROE
General
Employment Details
Vacation Pay and Statutory Holiday Pay
Other Monies Paid or Payable on Separation and Paid Sick, Group Wage Loss Indemnity Payments
Request Record of Employment
Handout Manual Page 34
Let's take a look at each of the sections.
General: Select the reason for the ROE and enter comments if required. Service Canada prefers that no comments are entered unless absolutely required.
Employment Details: You must complete the Last Day for Which Paid and the Expected Date of Recall.
Some of the fields in this section are automatically populated. Validate any automatically populated fields for accuracy, and make changes where necessary.
Vacation Pay and Statutory Holiday Pay: Populate these fields only if these payment types are paid out after the ROE is issued.
Other Monies Paid or Payable on Separation and Paid Sick, Group Wage Loss Indemnity Payments: Enter any additional monies to be paid after the ROE is produced.
Request Record of Employment: Select the Yes radio button if you are ready to issue the ROE, or No if you want to wait to issue the ROE.

36. Demo: Completing an ROE using a Wizard
- Starting Point: People > Employment > Record of Employment
Handout Manual 35-36
DEMO

37. Reverting an ROE
To revert to new, or to return to the last completed ROE, select the Revert to New link.
This link is not enabled until entries are made on the ROE and it is saved.
The Revert to New link deletes all data updates entered on the ROE since it was first created.
This option is only available until the Payroll run is processed. Any changes after require an amended ROE to be issued.
To revert an amended ROE follow the same process.
The Revert to Last Completed link deletes all data updates entered on the ROE since the original ROE was issued.
To revert to new, or to return to the last completed ROE, select the Revert to New link. This link is not enabled until entries are made on the ROE and it is saved. The Revert to New link deletes all data updates entered on the ROE since it was first created.
Note: This option is only available until the Payroll run is processed. Any changes after require an amended ROE to be issued.
To revert an amended ROE follow the same process as before. The Revert to Last Completed link deletes all data updates entered on the ROE since the original ROE was issued.

38. Hands On Practice: ROEs
Requesting an ROE
Handout Manual Page 37

39. Module 4: Questions
What questions do you have about ROEs?

40. Starting a New Cycle, Making Adjustments & Entering Paydata
Module 5
Trainer: Payments and Adjustments are done through the People menu.
Starting a New Cycle, Making Adjustments & Entering Paydata

41. Pay Rate Types
Payments are calculated based upon different pay rate types, which are determined based on an employee's role in the company. The following are common pay rate types:
Salary
Exception Hourly
Hourly
Let’s look at each type in detail.
Handout Manual Pages 39-40

42. Pay Rate Types - Salary Type New Hire Set Up Calculation Notes
Enter pay rates and standard hours during the hiring process.
Standard hours are used for the Record of Employment.
Annual salary divided by the number of pay periods in the calendar year
The amount paid is equal to the salary per pay or the adjusted amount, regardless of the number of hours worked.
Automatically generated. No manual intervention is required unless adjustments are required.
Example:
Bill has a biweekly salary of $2,600. If no changes are required for this pay period, ADP Workforce Now automatically creates a payment of $2, (minus deductions).

43. Pay Rate Types - Exception Hourly
New Hire Set Up
Calculation
Notes
Exception Hourly
Enter a regular hourly rate and standard hours as part of the hiring process.
Regular hourly rate x standard hours
Standard hours can be overridden with a different value at any time.
Automatically generated. No manual intervention is required unless adjustments are required.
Example:
Pauline receives a bi-weekly payment for 20 standard hours per week, at a rate of $ per hour. If no changes are required for this pay period, ADP Workforce Now automatically creates a payment of $ (minus deductions).

44. Pay Rate Types - Hourly Type New Hire Set Up Calculation Notes
Enter an hourly rate as part of the hiring process.
Number of hours worked x the rate in ADP Workforce Now
Manually generated. Enter the number of hours worked per pay period (Paydata Grid or in ADP Workforce Now Time & Attendance).
Example:
Sally worked 78 hours the first pay period and 73 hours the next period.

45. Demo: Starting a New Payroll Cycle
Starting a New Payroll Cycle (Single Company)
Starting Point: Process > Payroll > Start New Cycle > Select single company code> Start Cycle button
Starting a New Payroll Cycle (Multiple Companies)
Starting Point: Process > Payroll > Start New Cycle
Handout Manual Page 41
Start New Cycle is the first step in the Payroll Cycle. It opens the cycle so that all tasks are enabled.
Note: Once a new cycle is started, ADP Workforce Now clears any existing paydata from the previous payroll and advances the Payroll calendar to the next pay period. Starting a new cycle also triggers any effective dated entries for this period to take effect.
Starting a New Payroll Cycle (Single Company)
Starting Point: Process > Payroll > Start New Cycle > Select single company code> Start Cycle button
Starting a New Payroll Cycle (Multiple Companies)
Starting Point: Process > Payroll > Start New Cycle
DEMO

46. Payment Adjustments Payment Types Name Description Current Pay
Regular hours, vacation pay, commissions, sick hours or shift premiums.
All values entered into current pay are replacement values. Do not use negative amounts.
Current Pay Adjustment
Increase or decrease earnings or deductions amounts.
Bonus Pay
Bonus pay, large retroactive amounts, vacation accrual payouts, banked time payouts or large commission amounts.
This payment type is only available for Active employees and is subject to annualized taxation.
Separate Pay
Active employees - Issues a payment for a previous pay period or for vacation paid in advance.
Terminated or Leave Employees – Issues a payment for any type of employment earnings and/or hours.
This payment type is subject to Pay Period taxation and pay period exemptions apply.
Lump Sum Pay
Lump sum amounts or other non-employment income reported on a T4A or Retiring Allowances which are reported on the T4 slip.
Uses lump sum taxation rules.
Lump Sum Update
Manual cheque issued for a lump sum payment.
Update
Manual cheque and previous payment reversals.
YTD Adjustments
Year to date adjustments.
This chart outlines the payments that fall into the payment adjustment category, and provides examples for each payment type.

47. Payment Adjustment Wizards Example: Current Pay Template
Earnings
Deductions
Payment Settings
Each payment adjustment wizard has a slightly different template, based upon the payment type selected.
With the exception of Current Pay and Year to Date Adjustments, the steps in the wizards include:
Earnings
Deductions
Payment Settings (fields vary depending on the type of payment adjustment selected)
Note: All payments and adjustments are done through the People menu.

48. Hands On Practice: Payment Adjustments
Creating a Payment Adjustment Creating a Lump Sum Payment
Creating a Year to Date Adjustment
Handout Manual Pages 44-47

49. EI History
The EI History option provides you with the ability to adjust or replace insurable earnings and hours for a specific pay period. These values populate the Record of Employment. The EI History page appears differently based on the filing method you select:
Paper Filing
If you are a paper filer, the Applies To field options are as follows:
Current Year
Previous Year
Direct Filing
If you are a direct filer, the Applies To field options are as follows:
Year the employee was last active
The EI History option provides you with the ability to adjust or replace insurable earnings and hours for a specific pay period. These values populate the Record of Employment. The EI History page appears differently based on the filing method you select:
Paper Filing
If you are a paper filer, the Applies To field options are as follows:
Current Year
Previous Year
Direct Filing
If you are a direct filer, the Applies To field options are as follows:
Year the employee was last active

50. Hands On Practice: EI Adjustments
Making EI Adjustments
Handout Manual Page 49

51. Entering Paydata
Grids and batches work together to create a complete customized template for entering Paydata each pay period.
Paydata grids and batches work together to create a template for you to enter Paydata each pay period.
The grid creates the headers.
The batch holds the employees.
Each of these can be customized to meet your specific needs.
Example: Donald has three groups of employees each with a different payment type and he wants to keep them in separate batches. He can use the same grid (headers), but create three different batches each with a different payment type.

52. Demo: Paydata Grids
There are three default grids in ADP Workforce Now. The defaults are easily identified with a caution sign. Default grids cannot be altered. However, you can copy them to create a new custom grid.
There are three default grids in ADP Workforce Now. The defaults are easily identified with a caution sign. Default grids cannot be altered. However, you can copy them to create a new custom grid.
DEMO

53. Hands On Practice: Paydata Grids
Creating a Paydata Grid
Copying and Customizing a Paydata Grid
Handout Manual Pages 51-52

54. Paydata Batches
You must create required batches each pay period. There are three batch options to select from:
Current Pay
Bonus Pay
Separate Pay
You must create required batches each pay period. There are three batch options to select from:
Current Pay
Bonus Pay
Separate Pay
Note: All batches are cleared when you click on Start New Payroll Cycle.

55. Hands On Practice: Paydata Batches
Creating a Paydata Batch (Hourly Payments)
Handout Manual Page 54

56. Demo: Manage My Lists Scenario:
To create a list of employees that meet specific criteria when setting up a paydata batch (e.g. Hourly Employees).
Starting Point: Process > Payroll > Paydata > Current Cycle tab
Creating customized lists of employees according to specific criteria is very beneficial when creating batches. Selecting a list from a dropdown reduces time, especially when this process is required each pay period. The alternative is to individually search and select all employees that are to appear in a batch. Multiple lists can be created and reused as required for batches and in many other areas within ADP Workforce Now.
Demo: Manage My Lists
To create a list of employees that meet specific criteria when setting up a paydata batch (e.g. Hourly Employees).
Handout Manual Page 55
DEMO

57. Entering Paydata
Enter Paydata from the Current Pay section and Other Payments section of the Payroll Dashboard.
In the Current Pay section, click the Add Current Pay Batch button.
In the Other Payments section, click the Add Paydata Batch button.
Note: Paydata cannot be entered in a closed cycle.

58. Hands On Practice: Entering Paydata
Entering Hourly Paydata
Creating a New Payment Row
Handout Manual Pages 57-58

59. Module 5: Questions What questions do you have about:
Starting a New Cycle?
Payment Adjustments?
Entering Paydata?
Trainer: Go back to the Dashboard and show learners how data previously entered (new hires, employee changes, ROEs) now appears.

60. Verifying Input, Previewing & Processing Payroll
Module 6
Verifying Input, Previewing & Processing Payroll

61. Verifying Input
As a best practice, review and mark each section as Inspected before advancing to the Preview Payroll task.
Starting Point: Process > Payroll > Verify Input
The Verify Input page contains several sections. As a best practice, review and mark each section as Inspected before advancing to the Preview Payroll task. If you are using ADP Workforce Now Time & Attendance and have completed the Prepare for Payroll process, the entries from Time & Attendance appear in the Verify Input stage for review.
Starting Point: Process > Payroll > Verify Input
Terms and Descriptions
Home
Returns you to the Payroll overview.
Payroll Overview
Consists of an action icon which provides you with a menu with links to: Home, Employee Changes, Payments & Adjustments and Status Changes.
Payment and Adjustments
Contains the following categories for review: Current Pay, YTD Adjustments, Separate Pay, Updates, Employment Insurance, Time & Attendance, Current Pay Adjustments, Bonus Pay, Lump Sum Pay, Lump Sum Updates and Tax Frequency Overrides.
Employee Changes
Contains the following categories for review: Taxes, Record of Employment, Pension Plan, Employee Options, Position and Salary Changes, Personal Information and Direct Deposit.
Status Changes
Contains the following categories for review: New Hires, Transfers and Status Changes.

62. Hands On Practice: Verifying Input
Handout Manual Page 61

63. Previewing Payroll
The preview process enables you to review the Payroll and identify any potential errors, using various preview reports.
The following reports are available for preview:
Payroll Register
Deduction Not Taken Report
Register
Deduction Arrears Report
Total Recap Report
Tailored Files ( Bytes)
Transaction Proof Report or Payroll Entries Report
Tailored/Optional Reports
Previewing Payroll
The preview process enables you to review the Payroll and identify any potential errors, using various preview reports. Preview reports can be requested and viewed at any time after a pay period has been opened.
There are 8 reports available for preview: Payroll Register, Register, Totals Recap Report, Transaction Proof Report or Payroll Entries Report, Deduction Not Taken Report, Deduction Arrears Report, Tailored Files ( Bytes) and Tailored/Optional Reports.

64. Hands On Practice: Preview Reports
Requesting Preview Reports
Viewing Preview Results
Handout Manual Pages 63-64

65. Example: Preview Results
Refer to to view a variety of Learning Bytes on how to read each report.

66. Hands On Practice: Processing Payroll
Viewing Final Payroll Reports
Handout Manual Pages 65-66

67. Module 6: Questions What questions do you have about: Verifying input?
Previewing & processing Payroll?

68. Module 7 Tools & Resources
Trainer: Shorten this module as needed to stay on time.
Tools & Resources

69. Tools & Resources
ADP has excellent online resources starting with the ADP Client Service Centre
Easy access to:
The Bridge
ADP Workforce Now Support Centre
Year-end 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 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.
The ADP 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
The Year End Service Center, including reference materials and forms.
Accessing and Navigating the Client Service Centre
Step Action
1 Use your Internet browser to log into
2 Select the Client Service Centre login, located in the upper-right corner of the page.
3 Enter your company code and address, and then select Login.
Result: The Client Service Centre home page displays.
4 Locate the ADP Workforce Now registration area within the Client Service Centre.
Select the Learning Bytes link located under the title Training.
Results: The Welcome to the Learning Bytes Library page appears, and the Learning Bytes section expands to display all products that have Learning Bytes.

70. The Bridge
The Bridge 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.
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.
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.
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.
Accessing and Registering for the Bridge
1 Use your Internet browser to log into
2 Select the Client Service Login, located in the upper-right corner of the page.
3 Enter your company code and address, and then select Login.
4 Select The Bridge, from the menu on the left.
Result: An overview of what The Bridge is displays.
5 Click the Visit The Bridge link located at the bottom of the overview to register.

71. The ADP Workforce Now® Support Center
You can access to this tool 24/7. This tool provides a variety of help:
Step by Step instructional information.
Learning Bytes (short 2-3 min instructional videos) on a variety of topics.
Documentation providing you with specific details about the topic searched.
You can access to this tool 24/7. This tool provides a variety of help:
Step by Step instructional information.
Learning Bytes (short 2-3 min instructional videos) on a variety of topics.
Documentation providing you with specific details about the topic searched.
Accessing and Searching the ADP Workforce Now Support Centre
Step Action
1 Select the Support link, located on the top right of the screen.
2 Type Payroll into the search field, and then select Enter or the "Magnifying Glass" icon to begin the search.
Results: All topics with Payroll display
3 Review the available resources.
5 Select the Knowledge tab and select the Processing Payroll for Multiple Companies.
Results: A second window opens and the Learning Byte plays.
6 When completed, select the back to support link to return again to the search screen.

72. Final Questions
What final questions do you have about verifying input and previewing & processing Payroll?
Congratulations! Today you learned how to process a payroll using WFN – Start to Finish
Confirm the Payroll Schedule
Set up the Pay Period Schedule in ADP Workforce Now
Add New Hires
Make Employee Changes
Process ROE Requests
Start a New Cycle
Make Payment Adjustments
Enter Paydata
Verify Input
View Preview Results
Issue Cheques and Direct Deposits
Produce Final Payroll Reports
What final questions do you have about verifying input and previewing & processing Payroll?

73. Thank You! It was my pleasure to work with you today!
Course Name: <insert course name>
Instructor name: <insert name>
Date: <insert date>
Trainer: Please add your name and date to the slide before starting the training. Mention the survey (which will pop up as soon as the class is over).

74. Break Length of break: Instructions:
Trainer: Insert this slide when there is a break in the course.

75. Thank you & Survey
Say thank you for attending today’s training and please ask the audience / clients to complete the survey.