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  • HR & Benefits Payroll Dataflow

    Handout Manual

    V12131077522HR17CMB0910 2010 ADP, Inc.

  • ADPs Trademarks The ADP Logo is a registered trademark of ADP, Inc. ADP Workforce Now, ezLaborManager, and Pay eXpert are registered trademarks of Automatic Data Processing, Inc. Adobe, Acrobat, Flash, and Reader are registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Centra is a registered trademark of Saba Software, Inc. or its affiliates. All rights reserved. Microsoft, Excel, Notepad, and PowerPoint, Windows are registered trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks and service marks are the property of their respective owners. 2010 ADP, Inc. and its licensors. Portions of the material used in this guide, 2010 Employease, Inc. All rights reserved. The information contained herein constitutes proprietary and confidential information of ADP. It must not be copied, transmitted, or distributed in any form or by any means, electronic, mechanical, or other, including photocopy or recording, or through any information storage or retrieval system, without the express written permission of ADP.

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    2010 ADP, Inc. iii V12131077522HR17CMB0910

    Contents

    HR & Benefits - Payroll Dataflow for ADP Workforce Now Course Introduction

    Course Purpose .......................................................................................................1 Course Objectives ...................................................................................................1 Course Agenda........................................................................................................1 Prerequisites and Advance Preparation ..................................................................2 Implementation Questions ......................................................................................2

    Module 1: Real-Time Dataflow Module 1 Introduction ............................................................................................... 1-1

    Purpose ............................................................................................................... 1-1 Topics ................................................................................................................. 1-1

    Dataflow Overview.................................................................................................... 1-2 Overview............................................................................................................. 1-2 What Is HR & Benefits and Payroll Dataflow? .................................................. 1-2 Dataflow Terminology........................................................................................ 1-3

    Real-Time New Hire Dataflow .................................................................................. 1-5 Overview............................................................................................................. 1-5 What Are Real-Time New Hire Dataflow Details? ............................................ 1-5 Real-Time New Hire Dataflow Using the Add Employee Wizard Job Aid ....... 1-6 Explore: What Data Flows to Payroll in Real Time? ......................................... 1-8 Real-Time New Hire Effective Dating ............................................................. 1-13 Learning Activity: When Does New Hire Data Flow?..................................... 1-14

    Real-Time Updates Dataflow................................................................................... 1-15 Overview........................................................................................................... 1-15 Real-Time Updates Details ............................................................................... 1-15 What Is Dataflow for Effective-Dated and Noneffective-Dated Real-Time Updates? ........................................................................................................... 1-18 Dataflow Comparison ....................................................................................... 1-20 Learning Activity: When Does the Data Flow for Real-Time Updates? .......... 1-22

    Module 1 Summary.................................................................................................. 1-23 Topics ............................................................................................................... 1-23

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    Module 2: Deduction Dataflow Module 2 Introduction ............................................................................................... 2-1

    Purpose ............................................................................................................... 2-1 Topics ................................................................................................................. 2-1

    Overview of Deduction Dataflow .............................................................................. 2-2 Overview............................................................................................................. 2-2 What Is the On-Demand/Scheduled Deductions Feature?.................................. 2-2

    Details about Deduction Dataflow............................................................................. 2-3 Overview............................................................................................................. 2-3 How Does Dataflow Work for Scheduled Deductions? ..................................... 2-3 How Does Dataflow Work for On-Demand Deductions? .................................. 2-5 What Data Flows to Payroll in a Deduction-Change File?................................. 2-6 Dataflow for Effective-Dated Deductions .......................................................... 2-6 Explore: The Integration Page ............................................................................ 2-8 Explore: The Integration > Deductions > Deduction Configuration Page.......... 2-9 Generating a Deduction-Change File Job Aid .................................................. 2-11 Submitting a Deduction-Change File to Payroll Job Aid ................................. 2-14 Explore: The Integration > Deductions > Deduction Settings Page ................. 2-16 Dataflow Comparison ....................................................................................... 2-18 Learning Activity: When Do the Deductions Flow? ........................................ 2-19

    Module 2 Summary.................................................................................................. 2-20 Topics ............................................................................................................... 2-20

    Module 3: Verifying Dataflow Module 3 Introduction ............................................................................................... 3-1

    Purpose ............................................................................................................... 3-1 Topics ................................................................................................................. 3-1

    Verifying Dataflow in HR & Benefits ....................................................................... 3-2 Overview............................................................................................................. 3-2 What Are the HR & Benefits Verification Tools?.............................................. 3-2

    What Is an E-mail Notification? ......................................................................... 3-3

    Explore: The Configuration History Area on the Integration > Deductions Tab ............................................................................. 3-4 Explore: The Employee > Integration Category................................................. 3-6 Explore: The Employee > Integration: Edit Page ............................................... 3-7 Explore: The Employee > Integration: View Page ............................................. 3-9 Explore: The Integration > Integration Log Tab............................................... 3-12 Verifying Dataflow by Feature or Task Job Aid .............................................. 3-14

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    Verifying Dataflow in Payroll.................................................................................. 3-16 Overview........................................................................................................... 3-16 Explore: ADP Shared Services Alerts in Payroll.............................................. 3-16 Explore: The View ADP Shared Services Log Files Page in Payroll............... 3-18 Explore: Other Tools to Verify Dataflow in Payroll ........................................ 3-21 Practice: Verifying Dataflow in HR & Benefits and Payroll............................ 3-24

    Module 3 Summary.................................................................................................. 3-26 Topics ............................................................................................................... 3-26

    Exploring HR/Benefits Solution .............................................................................. 3-27

    Overview........................................................................................................... 3-27

    Logging On HR/Benefits Solution ................................................................... 3-27

    Course Closing......................................................................................................... 3-29 Course Obj