1. Workforce Now Version 6.0 What’s New Other Enhancements New Release

2. Copyright and Trademarks
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The ADP logo and ADP letters are registered trademarks of ADP, Inc.
In the business of your success is a service mark of ADP, Inc.
All other trademarks and service marks are the property of their respective owners.

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Purpose
To identify enhancements that will apply to various modules in Workforce Now Version 6.0
The purpose of this training is to identify the enhancements for Workforce Nowv6.0.
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4. Workforce Now Enhancements to Scrolling
The next topic deals with infinite scrolling.

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Scrolling Lists
Version 5.1: Users had to use the next page buttons to view the next page.
Version 6.0: Users will now scroll to view additional pages, and the rows have now been numbered.
In version 5.1, users had to select the next page buttons to view the next page. In version 6.0, the scroll bar allows users to view additional pages, and the rows have been numbered.
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6. Scrolling / Searching – Home Department & Cost Number
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Scrolling / Searching – Home Department & Cost Number
No more limits of 10, 20, or 30 employee per page.
Simply scroll from top to bottom to see all of the values that are available in the validation table.
Both Code and Description (where applicable) are searched.
Returns values that meet the search criteria anywhere within the Code/Description (i.e. “Contained in” versus “Begins with”).
You can now scroll from the top of the validation list for Home Department and Cost Number to the bottom. There are no limits of how many values you can now see.
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7. Workforce Now Archive Changes
The next topic is Archive Changes.

8. Version 5.1 Version 6.0 New Tab on Archive Page
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New Tab on Archive Page
Pathway: Process > HR > Archive Employee
Version 5.1
The tabs available in the Archive Employee page are: Archived and Ready for Archive
Version 6.0
The “Not Ready for Archive” tab has been added to the Archive Employee page. All terminated employees will now appear in Archive in the appropriate tab.
In version 6.0, a Not Ready for Archive tab has been added. The user interface for both versions is shown on this slide.
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9. Display Archive Error Issues
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Display Archive Error Issues
The Not Ready for Archive tab is selected the screen appear as follows
The enhancement in this tab provides the user with a reason why the terminated employee is in this tab rather than the Ready for Archive tab.
The enhancement in this tab provides the user with a reason why the terminated employee is in this tab rather than the Ready for Archive tab.
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10. Not Available for Archiving
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Not Available for Archiving
Here are some of the reasons why an employee would not be available for archiving (Placed in the Not Ready for Archive tab):
Conditions
Displayed Reason
Position not terminated in WFN
Not terminated in Time & Attendance
Pending Workflow Events Exist
Pending Workflow Events
Schedule Employment status changes exist
Scheduled employment status changes
Cyclical Data updates are pending
Pending cyclical data – Paydata
Pending cyclical data – Payroll related data updates
Here’s a reference slide for some of the reasons why an employee would not be available for archiving. Take some time to familiarize yourselves with the content of this slide. [pause here for a few moments]
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11. Workforce Now Performance Management

12. Performance – Save Options Clarification
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Performance – Save Options Clarification
Version 5.1: When the Save button was selected in any of the performance pages, it gave the illusion that the page was saving. The user was required to select an option from the dropdown in order to save.
Version 6.0: Now when the client clicks anywhere on the Save button, the action list displays the save options.
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13. Employee Roster Standard Report – Layout Redesign
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Employee Roster Standard Report – Layout Redesign
Version 5.1: Current perspective before layout changes. Pathway: Reports > Standard Reports > All Reports > Employee Roster
The layout was redesigned for the Employee Roster Standard Report. Here’s how it looked in V5.1.
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14. Employee Roster Standard Report – Layout Redesign
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Employee Roster Standard Report – Layout Redesign
Version 6.0: No functional changes, only layout changes made in order to make it easier to read. Pathway: Reports > Standard Reports > Reports > Employee Roster
Here’s how the report looks in V6.0.
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15. Performance Review Saved Successfully Message
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Performance Review Saved Successfully Message
Version 5.1
When the user selects save and continue there was no confirmation that it was saved successfully.
Version 6.0
A Update Successful message now displays to confirm that the changes or new entries have been saved.
The message is displayed as follows:
In V6.0, there is a message indicating that a performance review was saved successfully.
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16. Pathway: Setup > HR & Talent > Rating Scales
Add the option to see the description related to the overall performance rating
Pathway: Setup > HR & Talent > Rating Scales
Business Problems
If an Overall Performance Score (for example, 2.9) falls between two consecutive points in a rating scale (for example, 2 and 3) for a policy with ratings calculated automatically, users cannot assign a rating equivalent to 2 or 3 in the review.
Clients need the ability to hide the score from all users to avoid offline debate among employees on scores.
Add the option to see the description related to the overall performance rating
This enhancement relates to the ability to create rating thresholds, and either display or hide that information from employees in the performance review.

17. Rating Scale Enhancement
Add the option to see the description related to the overall performance rating (continued)
Rating Scale Enhancement
As we saw in the previous slide, you can also access the Rating Scales from Setup > HR & Talent > Performance Reviews and select the Rating Scales tab. In this example, a rating threshold has been set up for each rating. Employees who receive a rating between 1 and 1.6 receive 1 point according to this rating threshold. Employees who receive a rating between 2 and 2.7 receive two points according to this rating threshold.

18. Add the option to see the description related to the overall performance rating (continued)
Pathway: Setup > HR & Talent > Performance Reviews > Policies tab
If the Display Rating option in the Performance Review Policy is set to Bar Graph Only, the score is not displayed.
If the Display Rating option in the Performance Review Policy is set to Bar Graph with Score, the score is displayed.
Here’s how you turn on or off whether the Rating threshold is displayed.

19. Print Review will now display the Rating.
Add the option to see the description related to the overall performance rating (continued)
Performance Review page for Anthony Albright when the Rating Threshold is available and the Display Rating option in the Performance Review Policy is set to Bar Graph with Score so the score is displayed.
Print Review will now display the Rating.
In this example, the rating threshold score is displayed because the Bar Graph with score option is selected in the Performance Review policy.

20. Add the option to see the description related to the overall performance rating (continued)
Performance Review page for Anthony Albright when the Rating Threshold is not available and the Display Rating option in the Performance Review Policy is set to Bar Graph only so the score is not displayed.
In this example, the rating threshold score is not displayed because the Bar Graph only option is selected in the Performance Review policy.

21. Standard Reports – Feedback Copy Report
Add the option to see the description related to the overall performance rating (continued)
Pathway: Reports > Standard Reports > Performance > Performance Reviews – Working Copy
Standard Reports – Feedback Copy Report
You can also see the Rating Threshold in the Performance Review – Feedback Copy Report if the option is turned on in the Performance Review Policy.

22. Standard Reports – Final Review Report
Add the option to see the description related to the overall performance rating (continued)
Pathway: Reports > Standard Reports > Performance > Performance Reviews – Final Copy
Standard Reports – Final Review Report
You can also see the Rating Threshold in the Performance Review – Final Review Report if the option is turned on in the Performance Review Policy.

23. Pathway: Reports > Custom Reports > Set Up New
Add the option to see the description related to the overall performance rating (continued)
Pathway: Reports > Custom Reports > Set Up New
Custom Report – To display the Rating Threshold score, select the Overall Rating attribute as a field in your custom report.
If you want to display the Rating Threshold score in a custom report, select the Overall Rating field from the Review file under Contributors.

24. Allow an employee goal to be automatically assigned to the review
Business Problem
Managers do not usually know which goals need to be assigned to a review, and it is not part of their responsibility.
Managers usually find out during the review of an employee.
Then, managers have to manually assign goals to all employees one at a time.
Allow an employee goal to be automatically assigned to the review
This enhancement addresses the following business problems:

25. Allow an employee goal to be automatically assigned to the review (continued)
Organizational Performance Goals Setup
Pathway: Setup > Tools > Validation Tables > Performance Goals
The default value for an Organizational Goal is to attach it to the Performance Review.
Changes to include or exclude
goals from the performance
review only impact reviews that
have not started yet.

26. Setting Up Performance Goals
Allow an employee goal to be automatically assigned to the review (continued)
Setting Up Performance Goals
The following table summarizes the roles, and pathways to set up the various types of performance goals:
Role
Pathway
Organizational
Goal
Team
Personal
Practitioner
Setup > Tools > Validation Tables > Performance Goals X
People > Talent > Performance Goals
Manager
My Team > Talent > Performance Goals
Employee
Myself > Talent > Performance Goals
This slide is just a refresher on the roles and pathways to set up the various types of performance goals. It doesn’t highlight any new features. Depending on your security profile, you will be able to set up the different types of goals. Note that only practitioners can set up organizational goals. Both Practitioners and Managers can set up Team level goals. And Practitioners, Managers and Employees can set up Personal-level goals.

27. This option is available to Practitioners, Managers, and Employees.
Allow an employee goal to be automatically assigned to the review (continued)
The View/Update Progress action also includes the Attach to Performance Review option shown in the Organizational Performance Goals setup.
This option is available to Practitioners, Managers, and Employees.
When you select the View/Update Progress action, you can view or change the Attach to Performance Review option. This option is available to Practitioners, Managers, and Employees.

28. Allow an employee goal to be automatically assigned to the review (continued)
When users select the View/Update Progress action, the option to Attach to Performance Reviews: is available.
This option is highlighted in red.

29. This option is available to Practitioners, Managers, and Employees.
Allow an employee goal to be automatically assigned to the review (continued)
The Print Goal action also includes the Attach to Performance Review option.
This option is available to Practitioners, Managers, and Employees.
When you select the Print Goal action, you can view the Attach to Performance Review option

30. Allow an employee goal to be automatically assigned to the review (continued)
When users select the Print Goal action, the Goal Details Print window indicates whether or not the Performance Goal is included in the Performance Review.
the Goal Details Print window indicates whether or not the Performance Goal is included in the Performance Review as highlighted in red.

31. Allow an employee goal to be automatically assigned to the review (continued)
Types of Performance Goals Attached to a Performance Review
Organization, Team and Personal goals that are set to Yes for the Attach to Performance Reviews: option.
Goals that are assigned to the employee.
Goals that either do not require approval , are approved ,or are pending the approval process for any updates made to the goal.
Goal is current and not included in any performance reviews to date.
Historical goals are not considered.
Here are the types of performance goals that can be attached to a Performance review. Take some time to familiarize yourselves with these types. Also note that historical goals are not considered.

32. Allow an employee goal to be automatically assigned to the review (continued)
Excluding Performance Goals from a Performance Review
Pathways: People, My Team, and Myself > Talent > Performance Goals > Current Goals tab
To exclude a goal from a performance review:
Set the value for the Attach to Performance Reviews: field to No.
Check the Goal No Longer Being Pursued: checkbox.
You can also elect to exclude performance goals from a performance review when you select the Goal No Longer Being Pursued checkbox.

33. Performance Review Notification
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Performance Review Notification
When the reporting manager does not complete the performance review on time, a notification will be sent to the manager’s direct manager. Here are the details regarding this new feature:
The notification is sent in the form of an .
When the is sent, the manager is copied on the going to their direct report.
Only one is sent.
This notification does not appear in the message centre.
This reminder feature cannot be turned off.
Here is an example of what will appear in the message:
When the reporting manager does not complete the performance review on time, a notification will be sent to the manager’s direct manager.
The performance review due date for Samuel Barbato is February This is a reminder that  Anthony Albright has not completed the Annual Review performance review yet and it is past due. Click here to log in to ADP Workforce Now and select People >Talent >Performance Reviews > Current Reviews. Then, click the Action icon and select Start Review.
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34. Thank You