Time & Attendance Supervisor Basics for ADP Workforce … · TIME & ATTENDANCE SUPERVISOR BASICS...

Time & Attendance Supervisor Basics

for ADP Workforce Now®

Automatic Data Processing, LLC

ES Canada

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© 2014 – 2015 ADP, LLC and its licensors. All rights reserved.

TIME & ATTENDANCE SUPERVISOR BASICS FOR ADP WORKFORCE NOW®

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Table of Contents

Module 1: Time & Attendance Supervisor Basics for ADP Workforce Now

Course Introduction

Course Purpose………………………………………………………………………...1-1

Course Objectives……………………………………………………………………....1-1

Course Agenda………………………………………………………………………….1-2

Introducing ADP Workforce Now Time & Attendance

Overview .......................................................................................................................... 1-3

The Time & Attendance Cycle ........................................................................................ 1-3

The Employee’s Role ....................................................................................................... 1-4

The Supervisor’s Role...................................................................................................... 1-4

The Practitioners’s Role ................................................................................................... 1-4

The ADP Workforce Now User Interface

Overview .......................................................................................................................... 1-5

Explore: Navigation Elements ......................................................................................... 1-5

Time Entry

Overview .......................................................................................................................... 1-6

Explore: Time Entry Methods ......................................................................................... 1-6

Hosted Timeclock ............................................................................................................ 1-7

Editing Timecards

Overview .......................................................................................................................... 1-8

What Are Timecard Exceptions? ..................................................................................... 1-8

Explore: The Individual Timecard Page .......................................................................... 1-9

Activity: Adding Missed Punches ................................................................................. 1-12

Activity: Inserting a New Row ...................................................................................... 1-13

Activity: Deleting a Row ............................................................................................... 1-14

Activity: Editing Hours .................................................................................................. 1-15

Activity: Correcting Department Transfers ................................................................... 1-16

Scheduling Employees

Overview ........................................................................................................................ 1-18

Types of Schedules ........................................................................................................ 1-18

Overview of the Schedule Editor ................................................................................... 1-18

Explore: The Schedule Editor ........................................................................................ 1-20

Activity: Assigning a Schedule Template to Multiple Employees …. .. ....................... 1-21

Activity: Editing an Employee’s Schedule . .................................................................. 1-22

TIME & ATTENDANCE SUPERVISOR BASICS FOR ADP WORKFORCE NOW®

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Preparing for Payroll Processing

Overview ........................................................................................................................ 1-23

Fixing Exceptions .......................................................................................................... 1-23

Activity: Fixing Exceptions by Employee ..................................................................... 1-24

Activity: Fixing Exceptions by Type ............................................................................. 1-25

Activity: Approving Total Hours Worked ..................................................................... 1-26

Activity: Approving Individual Timecards .................................................................... 1-27

Reports

Overview ........................................................................................................................ 1-28

Frequently Run Reports ................................................................................................. 1-28

Report Types and Descriptions ...................................................................................... 1-29

Explore: Reports ............................................................................................................ 1-30

Activity: Locating a Report ........................................................................................... 1-31

Activity: Saving a Report............................................................................................... 1-32

Activity: Viewing Report Output ................................................................................... 1-33

Knowledge Check…………………………………………………………………………..1-34

Brief

Brief ............................................................................................................................... 1-35

Summary ........................................................................................................................ 1-35

Module 2- Course Closing

Support After Class

Additional Online Resources…………………………………………………………....2-1

ADP Client Service Center……………………………………………………...………2-2

Workforce Now® Support Center…………………………………………………...….2-3

The Bridge………………………………………………………………………......…..2-4

Course Closing

Summary...........................................................................................................................2-5

Course Objectives……………………………………………………………..……...…2-5

Training Evaluation…………………………………………………………………......2-5



Module 1: Time & Attendance Supervisor Basics


ES Canada

TIME & ATTENDANCE SUPERVISOR BASICS FOR ADP WORKFORCE NOW

MODULE 1: TIME & ATTENDANCE SUPERVISOR BASICS

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Course Introduction

Couse Purposes

This course has been designed to provide you with the knowledge and hands on experience

required to be comfortable using the Time & Attendance Supervisor Basics for ADP

Workforce Now®

Course Objectives

Upon completion of this course, you will be able to:

Outline the Time & Attendance Process Flow

Enter Time

Edit Time Cards

Assign or modify employee schedules

Prepare for Payroll Processing

Utilize Reports



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Course Agenda

The course will include the following topics:

During this course, we will explore several topics. Each topic and module within the ADP

Workforce Now® training is designed to build upon the previous topic/module. Upon

completion of the training, you will have a complete picture of how each individual module

functions, and how they works together to create a complete solution.

In addition, ADP provides three different online resource tools that are designed to support

your learning after class.

You will explore the following topics:

Module Topics

Module1 Introducing ADP Workforce Now Time & Attendance


Time Entry

Editing Timecards



Reports

Knowledge Check

Brief

Module 2 Support after Class

Course Closing



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Introducing ADP Workforce Time & Attendance

Overview

ADP Workforce Now Time & Attendance simplifies the job of collecting your employees’

time and attendance information and moving it quickly and accurately through the payroll

process.

The Time & Attendance Process Flow

The following illustration shows each stage of the Time & Attendance Process Flow:

Stages and Descriptions

Stage Description

1 After the new payroll cycle starts, employees enter their time data in Time & Attendance, and the

timecard punches are collected. The application applies rules, totals hours, calculates overtime,

and highlights missed punches and other exceptions as per client requirements.

2 Time & Attendance supervisors review and edit time information and generate reports.

3 Time Practitioner checks pending events, payroll & time pair related exceptions, checks payroll

export then locks pay period (so no further entries can be made to Time & Attendance data).

4 The Payroll Practitioner receives the pay and punch detail files and submits the payroll to ADP.

5 ADP processes the payroll file and the output – including checks, vouchers, and reports – to the

Payroll practitioner.

6 Payroll Practitioner verifies the information and then starts a new payroll cycle in Payroll.

7 Practitioner can now move to a new pay period in Time & Attendance.



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The Employee’s Role

The employee:

Enters own time (if applicable) or clocks in using ADP time clock

Views own time sheet, schedule, and personal and attendance information

Enters own supplemental earnings (if applicable)

The Supervisor’s Role

The supervisor:

Edits timecards

Assigns employee schedules (if applicable)

Approves employee timecards and time off requests (if applicable)

Generates reports

The Practitioner’s Role

The practitioner:

Creates schedules (if applicable)

Edits employee timecards

Maintains employee information

Generates reports

Prepares Time & Attendance data for payroll processing



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Overview

In this topic, you will take a short tour of the ADP Workforce Now user interface. You have

easy access to the Time & Attendance pages using the menus.

Explore: Navigation Elements

Elements and Descriptions

Element Description

Myself menu

My Team menu

Reports menu

Message Center



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Time Entry

Overview

ADP Workforce Now provides two basic tools for recording time for employees logging in to

the application:

Clocking buttons that you click to create time-stamped records that indicate when you

started and stopped working

An electronic time sheet on which you can record your worked time and some types of

non-worked time (such as vacation or illness)

Explore: Time Entry Methods

Overview

ADP Workforce Now supports four methods in which employees can record the hours they

have worked. Your ADP representative will work with you to determine the method best suited

to your company’s payroll requirements.

Methods and Descriptions

Method Description

Clocking Employees clock in and clock out using the buttons in ADP Workforce Now or use a

data-collection device.

Employees can view their timecards.

Time-Based Employees enter their in and out times on their timecards (if applicable).

Employees may use a clock (or another data-collection device) to enter their hours.

Employees can edit their timecards.

Hours-Based Employees enter their hours on their timecards.

Employees may use a clock (or another data-collection device) to enter their hours.

Employees can edit their timecards.

View Only Employees can use only a clock (or another data-collection device) to enter their

time.

Employees can view their timecards only.



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Additional Information

Clock in and out times are based on ADP's system clock. This means that even if an

employee uses different computers to clock in or out, both times are based on the same

clock, ensuring that total recorded working time is accurate.

For ease of use, clocking buttons are located in several places. Confirm with your

practitioner which of the following locations are available to your employees:

Myself > My Time Entry

ADP Workforce Now Home page (optional)

The Web-Clocking (kiosk) page (optional)

Employees use a clock (or another data-collection device) to enter their time, can

only view their timecards.



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Editing Timecards

Overview

One of your more important tasks is to edit your employees' timecards to make corrections on

a daily basis and to fix exceptions.

What Are Timecard Exceptions?

A timecard exception is generated when you attempt to process a time pair that does not meet

certain expectations or requirements. There are many exceptions that can be set up at the

implementation phase or while working in the service world. These will depend on the setup

decided.

Examples

The timecard is missing supervisor approval.

The timecard is missing hours.

The timecard is missing an in or out punch.

The employee has clocked out early or late.

The number of hours in the schedule does not match the number of hours worked.

Processing Symbols and Descriptions

Timecard exceptions are identified by symbols. The severity of a timecard exception is

indicated by one of the following three symbols:

Symbol Description

You must resolve exceptions marked with the Error icon before the payroll can be processed.

Exceptions marked with the Warning icon do not have to be resolved.

Note: Supervisor approvals can be required. This means that supervisor approvals, which

are still indicated with a Warning icon, must be recorded before payroll can be processed.

Your ADP representative can change the severity off an error.

Exceptions marked with the Message icon do not require action before the payroll can be

processed

Best Practice

You should clear exceptions on a daily basis. You’ll receive a notification in the Message

Center when an exception is generated. You can also receive emails if you have chosen that

option from the preferences.



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Explore: The Individual Timecard Page

Starting Point: My Team > Time & Attendance > Individual Timecard



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Element Description

Timecard tab Review, edit, and approve individual employee timecards and handle

exceptions. The Individual Timecard combines employees with exceptions and

exceptions by type on a single grid.

Timecard information is totaled by week and pay period with the option to

display the hours in a daily or cumulative view.

Tabs to access totals, time off balances, and schedules.

Timecard and row menus to complete tasks.

Totals tab Displays employee totals for the time period by pay code or by week.

The default view is Display Totals by Pay Code. You can point to a pay code to

view the pay code and pay code description. Rate masking (XXXXX) is applied

to dollars.

Schedule Tab If schedules are enabled for your company, you can click the Schedule tab to

view the employee’s schedule displayed in blue below the employee’s In – Out

times. This allows you to compare the worked time to the scheduled time. The

schedules display in blue and are read-only.

You can edit timecard transactions from the Schedules page.

Supplemental

Earnings tab

Shows the supplemental pay sources and their corresponding codes

Time Off Balances Shows the available balance for each time off policy defined

Preferences Allows you to specify how the Individual Timecard is displayed

Legend Shows the visual indicators and their associated meanings:



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Advanced Searching

In addition to a basic search, there are more advanced options for filtering and searching in

ADP Workforce Now.

Time & Attendance Supervisor Search Fields

Last Name

Position ID

Company Code

File #

Home Department

Status

Rate Type

Job Title

Pay Class - Time & Attendance

Time & Attendance Supervisor

Adding Search Fields

You can add other Time & Attendance fields to the employee Search Options page by clicking

Edit Search Fields and selecting the fields you wish to add. All of the Time & Attendance

specific fields contain the words Time & Attendance so you can easily identify them.



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Demonstration: Part 1-Adding Missed Punches

We will now demonstrate the process of adding missed punches.

Scenario:

On the first Tuesday, Edward Bonner punched out for lunch at 12:15 p.m., but he forgot to

punch in when he returned. He left the office at 4:21 p.m. We need to correct the second time

pair to reflect the return from lunch and his end-of-day punch out.

Activity: Adding Missed Punches


Step Action

1 On the Employee ID bar, click the magnifying glass icon and select the employee.

Result: The employee’s timecard is displayed.

2 In the row with the missing punch, under the In-Out column in the In field, click the punch 4:21

PM and then right-click select Insert Time.

Result: The time automatically moves to the Out field in the same row.

3 In the In field, enter the time the employee returned from lunch 1245p and press Tab.



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Demonstration: Part 2- Inserting a New Row:

We will now demonstrate the process of inserting a new row.

Scenario:

Next, we're going to add the missing punches for the first Wednesday.

Activity: Part 2-Inserting a New Row

This activity carries on from the previous exercise.

Step Action



2 In the row with the missing punch, in the Out field, enter 1245p, which is the time the employee

left for lunch.

3 In that same row, scroll to the left of the row, click the Timecard icon, and select Add Blank

Row.

Result: A blank row is inserted for that day. The Timecard icon changes as shown in the

following graphic to indicate that the row is modified.

4 In the second row for that day, in the In field, enter 145p, which is the time the employee

returned from lunch

5 In the Out field, enter 6p, which is the time the employee left for the day and press Tab.



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Demonstration: Deleting a Row

We will now demonstrate the process of deleting a row.

Scenario:

On the second Monday of the pay period, Edward punched out for the day and as he was

leaving, a coworker asked him for help. He stayed to assist on a project and then punched out

again when he left. This punch generated a new row with just the punch out time. You need to

delete the row that was generated when Edward punched out the first time.

Activity: Deleting a Row


Step Action



2 In the first row for the day with the extra punch, in the Time Out field, click the Timecard icon at

the beginning of the row, and select Delete Row.

Result: The row is deleted and an Operation Successful message is displayed at the bottom of

the page.

3 Click Save and then click OK.

Result: The second row is removed and an Operation Successful message is displayed. The

Saving Timecard window along with a progress indicator is displayed while the Timecard is

being updated.



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Demonstration: Editing Hours

We will now demonstrate how to edit hours.

Scenario:

Peter Biggins took the first Friday off using his personal hours.

Activity: Editing Hours


Step Action


Result: The employee's timecard is displayed.

2 In the row for first Friday, in the Hours field, type 8.

3 In that same row, double-click in the Pay Code field, click the magnifying glass and select

Personal.

4 Click the Timecard icon.

5 Click Add Note.

6 In the Note window, write Peter took the day off using his personal hours.

Note: You can choose to let employees view any notes you enter.

7 Select Row in the Apply Note to field.

8 Select Enter Custom Note for the Reason field.

9 Click OK, and click Save.



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Demonstration: Correcting Department Transfers

Part 1-Hours-Based Employee

We will now demonstrate how to correct department transfers for hours-based employee.

Scenario

The first Tuesday, Peter Biggins worked in the Customer Service department for the last four

hours of the day, from 2:00 pm to 6:00 pm. Let's assign those hours to the correct department.

Activity: Correcting Department Transfers

Part 1-Hours-Based Employee


Step Action



2 In the row for the first Tuesday, click the Timecard icon, and then click Copy Row.

3 In the first row, type 4 in the Hours column.

4 In the second row, type 4 in the Hours column.

5 Click in the Department field.

6 Click the magnifying glass icon and then select the department code 310000.

7 Click Save.



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Demonstration: Correcting Department Transfers

Part 2-Time-Based Employee

We will now demonstrate how to correct department transfers for Time-Based employee.

Scenario:

On the second Friday of the pay period, Edward Bonner worked in his home department until

2:00 p.m. Then he worked the rest of the day in the Customer Service department.

Activity: Correcting Department Transfers

Part 2- Time-Based Employee


Step Action



2 In the first row for Friday, click the Timecard icon, and then click Copy Row.

Result: A second row is added for that day with the details copied from the previous row.

3 In the first row for Friday, in the Out field, type 2p and press Tab.

Result: The Hours column is automatically updated.

4 In the second row for Friday, in the In field, type 2p and press Tab, and in the Out field, type

6p and press Tab.

5 Click in the Department field, and click the magnifying glass icon, and then click the

310000.

6 Click Save.



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Overview

A schedule contains information about a typical workday for an employee. A schedule could

include details such as start and stop times, the time allocated for lunch, and pay codes.

Schedules can include worked time.

Types of Schedules

You can work with two types of schedules:

Shift – Use to assign a schedule to one or more employees only for specific days

Schedule Template – Use to assign a repeatable schedule to one or more employees for

multiple days

Overview of the Schedule Editor

The Schedule Editor consists of two tabs: the Shifts tab and the Templates tab. You use the

Shift tab to:

Change information for individual or multiple shifts at the same time

Sort the employee list on various criteria

Edit individual cells in the shift schedule



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The default view of the scheduling grid includes start and end times and total hours but can be

changed to include labor charges and other column totals.

The Templates tab allows you to create and manage schedule template, as well as edit your

own schedule based on user access permissions. Schedule templates can be made public or

private.



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Explore: The Schedule Editor


Element Description

Schedules tabs

Date Range fields

Individual Shift

Schedule Template

Daily Totals row



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Demonstration: Assigning a Schedule Template to Multiple Employees

We will now demonstrate how to assign schedule template to multiple employees.

Scenario:

Starting today, let's assign John Barry and Aimee Carriere to a full-time 8:30 a.m. to 4:30 p.m.

schedule template.

Activity: Assigning a Schedule Template to Multiple Employees

Starting Point: My Team > Time & Attendance > Schedules

Step Action

1 Click the Templates tab.

2 In the Schedule Template field, click the magnifying glass, and select one of the available

templates.

Note: Of the six available templates, do NOT use Flexible because it is 8:30 am to 3:30 pm.

3 Click in the Start Week field, leave the default value of 1.

4 Enter a Start Date. Leave the End Date field blank.

5 To select an employee, click the employee's name. Hold down the shift or CTRL key to select

multiple employees. Let's select John Barry and Aimee Carriere.

6 Click Apply.

Result: The schedule template is assigned to the selected employees.

Note: If you want to edit the schedule template assignment, select Edit for the Action field

beside the Schedule Template field. You can edit the Start Week, Start Date, and End Date

fields and then apply the changes.



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Demonstration: Editing an Employee's Schedule

We will now demonstrate how to edit an employee's schedule.

Scenario:

Next Wednesday, Edward Bonner needs to work in the Learning and Development department

from 10 a.m. to 6 p.m. Let's edit his schedule to reflect this schedule change.

Activity: Editing an Employee's Schedule

Starting Point: My Team > Time & Attendance > Schedules > Shifts Tab

Step Action

1 In the employee's row, double click the cell for next Wednesday.

2 In the In field, type 10a. The value is automatically saved when you click outside the field.

3 In the Out field, type 6p. The value is automatically saved when you click outside the field.

4 To edit the department, double click a cell. The fields above are automatically populated. You

can change the following fields:

Start Time

End Time

Hours

Pay Code

Lunch Plan

Department



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Overview

After a pay period has ended, your practitioner must complete a number of tasks to prepare the

data for payroll processing and close the pay period. Then, your practitioner must move to the

next pay period and move the data in the current pay period into an archive, where it can no

longer be edited.

Your responsibilities at the end of the period include the following tasks:

Checking employee timecards for errors, known as fixing exceptions

Making final edits

Approving timecards

Approving time off requests

Fixing Exceptions

You can locate timecard exceptions in two ways: by employee and by type of exception. On

the Timecard Exceptions page, you can view, note, and resolve exceptions that have been

generated by the application.

Starting Point: My Team > Time and Attendance > Timecard Exceptions.



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Demonstration: Fixing Exceptions by Employee

We will now demonstrate how to fix exceptions by employee.

Scenario:

There are several exceptions on Adeline's timecard. You will be able to view all of the error

exceptions that must be fixed, and fix them from the same page.

Instructions

Starting Point: My Team > Time & Attendance > Timecard Exceptions

Step Action

1 Select one of the error exceptions highlighted in red for Adeline Ancel.

Result: The Timecard Exceptions page is displayed for Adeline categorized by exception type.

2 Click the Missing Out Punch tab.

3 In the Out cell, type 430p. (Monday)

Note:

If you right click instead, you can select Used Scheduled Out Time 4:30 pm. This option only

works on the first Out field.

4 Click Save.



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Demonstration: Fixing Exceptions by Type

We will now demonstrate how to fix exceptions by type.

Scenario:

Edward Bonner forgot to punch out one day. You must fix this type of timecard exception so

that payroll can be processed.

Activity: Fixing Exceptions by Type

Starting Point: My Team > Time & Attendance > Timecard Exceptions

Step Action

1 Click an exception highlighted with a red error for Edward Bonner.

2 To edit the cell, double-click in the Out field. ( for Wednesday)

3 Type 5p.

Note:

If you right click instead, you can select Used Scheduled Out Time.

4 Click Save.

Note: To view Edward's individual timecard, click on the link for his name.



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Demonstration: Approving Total Hours Worked

We will now demonstrate how to approve total hours worked.

Scenario:

Resolve all other exceptions and approve timecards as a last step.

Activity: Approving Total Hours Worked

Starting Point: My Team > Time & Attendance > Timecard Exceptions > Totals Summary

tab

Step Action

1 In the Supervisor Approval column, select one employee or multiple employees.

Note: To approve timecards for all of the listed employees at once, select the Supervisor

Approval column header check box.

2 Click Save.

Result: The selected employees’ timecards are approved, and an Operation Successful

message is displayed.



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Demonstration: Approving Individual Timecards

We will now demonstrate how to approve individual timecards.

Scenario:

Now let's approve the individual timecard for Edward Bonner.

Activity: Approving Individual Time Pairs

Starting Point: My Team > Time & Attendance > Timecard Exceptions > Timecard

Exceptions tab

Step Action

1 Fix all of the timecard exceptions identified for Edward Bonner.

2 Click the link for Edward Bonner's name.

3 Click the Approve Timecard button in the upper-right corner. This button remains greyed

out until you fix all of the timecard exceptions.

Result: The employee’s timecard is approved, and the icon in the upper-right corner

changes to approved with a green checkmark beside it.



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Reports

Overview

In this topic, you will look at the standard reports that ADP has provided, how the reports are

organized, and how you can edit the reports to meet your needs

Frequently Run Reports

Reasons to Run a Report

You would frequently run reports to check:

Employee timecards

Exceptions to schedules

Employee accrual balances

Daily schedules

Department allocations

Employee overtime



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Report Types and Descriptions

Type Description

My Team Actual vs. Scheduled

Hours

Provides the details on the difference between the actual time

employees worked and the time they were scheduled to work. This

report is available in three formats: Employee Summary, Employee

Detail, and Worked/Non-Worked Summary.

My Team Approaching Weekly

Overtime

Provides a list of employees whose hours have reached a specified

limit. The report can also list employees who have not reached the

specified limit.

My Team Daily Schedule Provides detailed start and stop times by employee

My Team Department Detail Provides employee hours by worked department

My Team Department Summary Provides a summary of hours worked by department

My Team Employee Daily Totals Provides a complete breakdown of employee hours and dollars by

earnings code on a daily basis. Use it to review subtotals for each

employee for the chosen time frame.

My Team Employee Rates Provides a list of employee rates

My Team Employee Total Hours Provides a complete breakdown of employee hours and estimated

wages by department and earnings code

My Team Punch Source Provides detailed timecard information grouped by the source of the

in punch

My Team Timecard Provides a detailed timecard report for each employee

My Team Timecard Detail with

Signature

Provides a timecard report with signature line for each employee

My Team Timecard Exception Provides a list of timecard exceptions by employee

My Team Timecard with Payroll Provides a complete record of each employee’s timecard, including

the daily payroll totals. It includes actual time pair totals, daily payroll

totals, and the payroll summary on a single report.



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Explore: Reports

Overview

Reports make it easy for you to view, save, print, and download various sets of formatted data.


Element Description

Team tab

My Reports tab

Output tab



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Demonstration: Locating a Report

We will now demonstrate how to locate and run a report.

Overview

Reports always reflect current data at the time the report is run. By running the report, you can

save a record or “snapshot” of the report data at a specific point in time.

Scenario:

You want to locate a report that shows the timecard exceptions for all employees who work in

the Eastern time zone.

Activity: Locating a Report

Starting Point: Reports > My Team Reports > Time & Attendance

Step Action

1 Next to the report you would like to run, click the Action icon and select Run.

2 In the Timeframe list, select Current Pay Period.

3 To filter data by a field, under Create a New Filter, in the Select Field list, select Time

Zone.

4 In the Qualifier field, select Equals.

5 In the Selected Values field, click the Plus sign button.

6 On the Lookup page, select EST

7 Click Submit

8 Click Add Filter.

9 In the Report Output field, select the file format. For this activity, we will choose PDF.



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Demonstration: Saving a Report

We will now demonstrate how to save a report

Scenario:

You need to save the report from the previous activity

Activity: Saving a Report

This activity carries on from the previous exercise

Additional Information

My Reports are private; if you save a My Report, it will be available only to you to run

in the future.

If you want to update the report criteria on a report you have saved, access the My

Reports tab and click the report name.

Step Action

1 Click Save As.

2 In the Report Name field, type Employee Total Hours Report- Overtime for This Month.

3 In the Report Title field, type Employee Total Hours Report- Overtime for This Month.

.

Note: The title that you enter will display at the top of your report.

4 In the Report Description field, enter a brief description, for this activity we will type:

Employee Total Hours Report- Overtime for This Month.

5 Select Run.

6 Click Save.

Result: The Output tab displays.



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Demonstration: Viewing Report Output

We will now demonstrate how to view report output.

Scenario:

After you save the report, the Output tab displays automatically. Let's view the report output.

Activity: Viewing Report Output

Starting Point: Reports > Team Reports > Time & Attendance

Step Action

1 Select the Output tab.

2 Locate the report and click the Action icon.

3 Select View As the format that you chose when you created the report.



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Knowledge Check

1. Which of the following are types of exceptions? Select the best response.

a. Missing supervisor approval

b. Missing out punch

c. Clocked out early

d. All of the responses

2. How can you tell when a timecard has an error? Select the best response.

a. The processing symbol indicates an error.

b. The Red stop can stop your payroll from processing. It has to be addressed and

resolved before the payroll can be moved forward.

c. The Yellow warning flag indicates that something must be corrected.

d. If you require supervisor authorizations on all your Time, and you are at the end of the

pay period, as the administrative practitioner, you take your Time & Attendance Data

and you create your payroll files and send it to payroll, at that point, the assumption is

all the punches that were in Time & Attendance, have been approved.

3. An example of a Schedule Template is:

Edward Bonner will work from 9:00 a.m. to 5:00 p.m. Monday through Thursday.

Edward's practitioner will create the 9:00 a.m. to 5:00 p.m. template schedule, and his

supervisor will assign the schedule to him.

a. True

b. False

4. You would frequently run reports to check:

a. Employee timecards

b. Exceptions to schedules

c. Department allocations

d. Employee overtime

e. All of the above responses are correct



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Module 1: Debrief

1. How comfortable do you feel about The Time & Attendance Process Flow?

2. What are some important points you remember about Timecards?

3. How would you summarize what we've just discussed?

Summary

In this module the following topics have been explored:

Outlining the Time & Attendance Process Flow

Entering Time

Editing Time Cards



Utilizing Reports



Module 2: Course Closing


ES Canada


MODULE 2: COURSE CLOSING

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Support After Class

Additional Online Resources

ADP has multiple locations to access online resources:

The ADP Client Service Centre:

o This is an online repository where clients can locate various types of

information.

The Bridge:

o 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:

o 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

Let's us take a look at how each of these valuable resources can be accessed.



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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.

Accessing and Navigating in the Client Service Centre

Step Action

1 Use your Internet browser to log into www.adp.ca.

2 Select the Client Service Login, located in the upper-right corner of the page.

3 Enter your company code and email address, and then select Login.

Result: The Client Service Centre home page displays.

4 Let's locate the 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.

http://www.adp.ca/



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Workforce Now® Support 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.

Accessing and Searching within the Workforce Now® Support

Centre

Step Action

1 Select the Support link, located on the top right of the screen.

2 Type Performance into the search field, and then select Enter or the "Magnifying Glass" icon

to begin the search.

Result: All topics with Performance in them will display.

3 Review the available resources.

IF you want to: THEN:

Read documentation: Select Documentation, then select topic

View Step by Step instructions: Select Knowledge, then select topic

View Learning Bytes: Select Learning, then select topic

4 For this activity select the Learning tab and select the Starting a Performance review.

Results: A second window will open and the learning byte will play.

5 When completed, select the Support icon again to close.



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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.

Accessing and Registering for the Bridge

Step Action

1 Use your Internet browser to log into www.adp.ca.

2 Select the Client Service Login, located in the upper-right corner of the page.

3 Enter your company code and email 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.

The Bridge Registration/Login Page



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Course Closing

Summary

This course prepared you to use ADP Workforce Now in order to maintain employee time and

attendance information and perform various tasks to create, update and process time

information.

Course Objectives

You now have the skills to:

Outline the Time & Attendance Cycle

Enter Time

Edit Time Cards

Schedule Employees

Prepare for Payroll Processing

Utilize Reports

Access Support after Class

Training Evaluation

Thank you for attending this course, we look forward to seeing you in the future.

Your feedback is vital to continuous improvement. Please take a moment to complete our

short evaluation so that we can continue to provide you with high quality training programs.

Time & Attendance Supervisor Basics for ADP Workforce … · TIME & ATTENDANCE SUPERVISOR BASICS...

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