Custom Reporting Basics for ADP Workforce Now

Custom Reporting Basics for ADP Workforce Now

Welcome to Custom Reporting Basics for ADP Workforce Now
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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.

Introductions and Expectations
Your name Your location Your role

Be responsible for your own learning. Return promptly from breaks.
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] 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. © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE]
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] 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®. © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Upon completion of this course, participants will be able to:
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Objectives Upon completion of this course, participants will be able to: Explore Custom Reports Use Sample Reports Plan and Create Custom Reports Build More Robust Report © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Module 1: Exploring Custom Reports
Course Agenda Module 1: Exploring Custom Reports Module 2: Planning and Creating Custom Reports Both shows

Module 1: Exploring Custom Reports
This course is copyrighted by ADP. Design Notes for ID: NEW: Use either this slide or the next slide. Delete the one you don’t need. NEW: Use this slide ONLY for products based on PeopleSoft, i.e., ADP’s Enterprise HR solution, ADP’s Enterprise Payroll solution, ADP’s General Ledger solution, ADP’s HR Anytime solution, and ADP’s PayForce solution. NEW: Customize this slide in normal view, NOT the master slide. NEW: Insert the appropriate trademark/service mark statements from the list below and check the Marketing Access Center (MAC) for any others. Delete the ones you don’t need. ADP Connection is a registered trademark of ADP, Inc. ADP Vantage HCM is a service mark of ADP, Inc. AutoPay is a registered trademark of ADP, Inc. Documax is a registered trademark of ADP, Inc. Enterprise eTIME is a registered trademark of ADP, Inc. Enterprise HR is a registered trademark of ADP, Inc. HR Anytime is a registered trademark of ADP, Inc. is a registered trademark of ADP, Inc. PayForce is a registered trademark of ADP, Inc. ProBusiness is a registered trademark of ADP, Inc. TimeSaver is a registered trademark of ADP, Inc. TotalPay is a registered trademark of ADP, Inc. VirtualEdge is a registered trademark of ADP, Inc. NEW: Delete the red text and ensure that all text on this slide is black.

[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] 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. © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Upon completion of this module, you will be able to:
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Module 1 Objectives Upon completion of this module, you will be able to: Define Custom Reports and what you can do with Custom Reports Identify the differences between Standard, Sample and Custom Reports Work with sample reports, including modifying, running and working with a copy of a sample report © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

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 increases Enables you to rearrange columns, rename column headings, and apply various formatting options to your reports Schedule 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

Example 1

Example 2

Example 3

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:

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: This icon indicates a Report data file. This icon indicates available fields within the Report data file.

Types and Descriptions
Standard reports Predefined 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 reports Reports 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

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.

Demonstration: Running a Sample Report
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Demonstration: Running a Sample Report © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Activity: Running a Sample Report
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Activity: Running a Sample Report Refer to your Handout Manual © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

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.

Unmatched Records (continued)

Demonstration: Modifying a Sample Report
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Demonstration: Modifying a Sample Report © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Activity: Modifying a Sample Report
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Activity: Modifying a Sample Report Refer to your Handout Manual © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Demonstration: Navigation between the Report Tabs
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Demonstration: Navigation between the Report Tabs © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Navigation between the Report Tabs
When you navigate to Reports > Custom Reports > All Reports, the tabs displayed in the following graphic are shown:

Navigation between the Report Tabs (continued)
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

Demonstration: Working with ADP Learning Bytes
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Demonstration: Working with ADP Learning Bytes © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Activity: Working with ADP Learning Bytes
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Activity: Working with ADP Learning Bytes © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Discussion © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Demonstration: Running a Sample Report
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Demonstration: Running a Sample Report © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Activity: Running a Sample Report
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Activity: Running a Sample Report Refer to your Handout Manual © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Activity Results: Running a Sample Report

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?

Module 1: Summary Upon completion of this module you will have an understanding of: Running a sample report Modifying a sample report Navigating between the Report Tabs Working with the ADP Learning Bytes

Module 2: Planning and Creating Custom Reports

[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] 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. © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Upon completion of this module, you will be able to:
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Module 2 Objectives Upon completion of this module, you will be able to: Identify a process for planning your custom report Build a custom report Describe how effective dating impacts your report if it's turned on for your company Identify the steps in the Report Wizard, and which ones are optional or required Sort report results Include totals in your report results Format your custom report © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

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.

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.

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 attachment, or manipulate the data?) Which output format meets my needs?

Demonstration: Planning a Report
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Demonstration: Planning a Report © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Activity: Planning a Report
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Activity: Planning a Report Refer to your Handout Manual © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Demonstration: Creating and Running a Simple Custom Report
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Demonstration: Creating and Running a Simple Custom Report © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Activity: Creating and Running a Simple Custom Report
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Activity: Creating and Running a Simple Custom Report Refer to your Handout Manual © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

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.

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

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: 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.

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.

Demonstration: Assessing Your Reporting Needs
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Demonstration: Assessing Your Reporting Needs © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Activity: Assessing Your Reporting Needs
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Activity: Assessing Your Reporting Needs Refer to your Handout Manual © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

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.

Steps of the Report Wizard
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 Fields Select 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.

Demonstration: Sorting and Including Totals in Report Results
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Demonstration: Sorting and Including Totals in Report Results © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Activity: Sorting and Including Totals in Report Results
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Activity: Sorting and Including Totals in Report Results Refer to your Handout Manual © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Specify Totals, Page Elements, and Descriptions
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

Demonstration: Building a Custom Report
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Demonstration: Building a Custom Report © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Activity: Building a Custom Report
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Activity: Building a Custom Report Refer to your Handout Manual © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Activity Results: Building a Custom Report

Formatting Reports

Elements and Descriptions
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 link Click 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

Demonstration: Formatting and Running a Report
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Demonstration: Formatting and Running a Report © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Activity: Formatting and Running a Report
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Activity: Formatting and Running a Report Refer to your Handout Manual © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

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.

Examples List the field, operator, and value that you could use to create a filter for each of the following examples: 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.

Demonstration: Filtering a Report
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Demonstration: Filtering a Report © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Activity: Filtering a Report
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Activity: Filtering a Report Refer to your Handout Manual © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Demonstration: Formatting and Filtering a Report
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Demonstration: Formatting and Filtering a Report © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Activity: Formatting and Filtering a Report
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Activity: Formatting and Filtering a Report Refer to your Handout Manual © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Activity Results: Formatting and Filtering a Report

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?

Module 2: Summary Upon completion of this module you will have an understanding of: Planning a report Assessing your reporting needs Sorting and including totals in reports Building a custom report Formatting a report Creating filters for a report Running a report

[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Knowledge Check © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Questions © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Module 3: Course Closing

Support After Class – Additional Online Resources
72160_ezLaborManager_part 3 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

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.

Activity: Client Service Centre
Refer to your handout manual

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.

Activity: Workforce Now Support Centre
Refer to your handout manual

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.

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.

Course Closing You are now able to: Explore Custom Reports
Use Sample Reports Plan and Create Custom reports Build More Robust Reports

Survey How satisfied are you that the training you completed prepared you to begin using your ADP solution?

Custom Reporting Basics for ADP Workforce Now

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