Using Payroll-Related ReportsAudit Trail Category • Audit Trail Personal & Employment Category •...

ADP Workforce Now

Using Payroll-Related

Reports

Handout Manual

Need support after training?

To exchange tips and best practices with fellow users, get on

Bridge—an online community built exclusively for ADP clients.

V07231880940WFNSM18

Copyright © 2012–2018 ADP, LLC

Copyright © 2012–2018 ADP, LLC. Proprietary and Confidential.

Technical Assistance• WebEx Technical Support: 1-866-229-3239• Global Crossing Ready-Access audio conferencing: 1-800-788-6092• To minimize background noise, use your phone’s mute function or

press *6 to mute the line and *7 to unmute.• Do not place your phone on hold.Webinar Information• Print the materials. Refer to the instructions in your confirmation email

message.• The conference call line will be muted during the webinar to enhance

audio quality.• State your name before speaking.

Using Payroll-Related Reports in ADP Workforce Now


[Subtitle][Subtitle] Just in Time. Just Enough. Just for Me.

V07231880940WFNSM18

Using Payroll-RelatedReports forADP Workforce Now

Any repurposing, reposting, or other use of this content (including but notlimited to YouTube® or any other social media) is expressly prohibited.

Using Payroll-Related Reports forADP Workforce Now

3


Navigating WebExChat

Annotation Tools

Full Screen Mode

Feedback

4


Use the Feedback menu to provide feedback to the instructor.

The icon that is displayed next toyour name in the Attendee listindicates your selection.

Feedback

RaiseHand

No

Yes GoSlower

GoFaster

EmoticonsPalette

5


To communicate with the instructor, do the following:1. In the Chat pane, enter your question.2. Click Send.

Chat

6


Use the Annotation Tools to interact with the trainer when prompted.

Annotation Tools

Pointer

TextTool

Shape Tool AnnotationColor

Line Highlighter Eraser

7


This webinar provides you with an overview of the reports and viewsavailable in ADP Workforce Now to assist you throughout yourpayroll processing.

Course Purpose

8


• Payroll Dashboard Input Reports• Standard Reports• Preview Payroll Reports• Output Reports

Course Agenda

9


In which countries are the employees you support?a. I work with U.S. employees only.b. I work with Canadian employees only.c. I work with both U.S. employees and Canadian employees.

Poll: Which Countries Do You Support? ?

10


• Provide up-to-the-minute snapshots of your data in real time, atany point during the payroll cycle

• Accessed online through a single click• Can be printed• Are based on the practitioner’s entries• Contain the payroll and employee data that is used to process

the payroll• Offer up to 19 available reports, depending on your company’s

country and features• Are limited to the currently selected company code

Payroll Dashboard Input Reports

11


Starting Point: Process > Payroll > Payroll Cycle

When Do You View Payroll Dashboard Input Reports?

Note: The screens in this presentation may differ from those that you see in the product. You will see your expectedspellings and date constructs in your solution back on the job.

12


When Do You View Payroll Dashboard Input Reports?(cont.)

13


Automatic Pay Canceled Report

14


Active Hourly/Daily Employees without Hours or EarningsReport

15


You can select from several helpful online reports that display yourdata in real time.

Types of Payroll Dashboard Input Reports

16


Paydata Summary Report

17


Which of these Payroll Dashboard input reports have you alreadyused? Select all that apply.

a. Active Hourly/Daily Employees without Hours & Earningsb. Automatic Pay Canceledc. Inactive Employees with Paydatad. Paydata – Summarye. I haven’t used these input reports yet.

Poll: Which Payroll Dashboard Input ReportsHave You Used So Far?

?

18


• Summarize employee, payroll, human resource, and paydatainformation

• Are used to verify entries before you send payroll files to ADPand through the payroll cycle

• Contain the payroll, employee, and Masterfile data that is used toprocess the payroll

• Can contain information for multiple company codes that you canview, filter, and print

Standard Reports

19


ADP Workforce Now has the following categories of standardreports:• Personal & Employment• Paydata• Pay Statement History• Wage Garnishment• On-Site Printing• Talent Profile• Performance• Recruitment

Optional company featuresAvailable to U.S. company codes only

• Statutory Compliance• Time & Attendance• Time Off• Benefits• Benefit Invoices• Setup• Audit Trail

Types of Standard Reports

20


Accessing Standard ReportsStarting Point: Reports > Standard Reports

21


Audit Trail Category• Audit TrailPersonal & Employment Category• Employee Summary (for new hires only)Paydata Category• Paydata Summary (all company codes)• Automatic Pay Cancellation• Coded Hours/Earnings by Employee• Employees in Specified Range of Hours

Important Standard Reports

22


Running a Paydata Summary Report

23


Standard Report Examples

24


• Standard report output is deleted automatically after fivequarters.

• You can permanently save standard report output on a securedrive or in a folder.

Standard Report Output is Available for 5 Quarters

25


If you want to view the vacation and sick hours that were entered forthis pay period, which report should you use?a. Audit Trailb. Employee Summaryc. Coded Hours/Earnings by Employeed. Paydata Summary

What Do You Think? Which Report ?

26


• These reports contain the calculated payroll information.• Review them for accuracy before you accept your payroll.• When you accept the payroll file, ADP finalizes the payroll and

calculates the output.

Payroll Dashboard Preview Payroll Reports

27


• Provide the processed payroll information (gross to net)• Indicate that ADP has processed the information but has not

printed or finalized the data• Are used to verify custom calculations, garnishments, and bonus

amounts• Indicate liability of payroll for bank deposits or tax impound

The Benefits of Payroll DashboardPreview Payroll Reports

28


The Preview Payroll Process

29


Accessing Preview Payroll Reports

30


Payroll Register

31


Where on the PayrollDashboard can youfind additionalPreview Payrollreports?

What Do You Think? Preview Payroll Reports ?

32


Output Reports

After you accept your payroll, you receive your output.

33


• ADP creates output reports after you accept your payroll.• ADP Provides your output electronically or in print:

– Electronic iReports (access through Reports > Additional Reporting> PR & Qrtly Tax Reports)

– iArchive (saved for up to 7 years)• Reports not available during preview payroll:

– Master Control– Payroll Summary– Checks/Vouchers– Payroll Schedule—may receive periodically– Payroll Transmittal—use for next payroll cycle

Using Output Reports

34


Output Reports and Descriptions

Report DescriptionPayrollSchedule

Displays holidays and specific processing information suchas deductions, dates, check messages, and special effects

StatisticalSummaryDetail

Displays net pay liability and itemized federal,state/provincial, and local tax liabilities for both employee andemployer contributions

StatisticalSummaryRecap

Displays amounts debited from your company’s bank accountfor payroll liabilities and tax deposits

PayrollRegister

Displays payroll figures for the current pay period such asemployees’ names, hours, earnings, gross pay, deductions,and net pay

35


Output Reports and Descriptions (cont.)

Report DescriptionPayrollTransmittal

Displays information such as payroll dates, active deductions,and check stub messages

MasterControl

Displays company options and the information used tocalculate wages, cumulative earnings, and deductions byemployee

PayrollSummary

Displays a summary of payroll information such as gross pay,deductions, and net pay for the current pay period

EarningsStatement

Lists an employee’s pay details for this period and year-to-date

Check/VoucherMessage

Displays company messages that will appear on all checks

36


This report includes:• Net checks• Net direct deposits• Taxes your

company isresponsible forfiling

• Taxes ADP debitedfor you and isresponsible forfiling

Statistical Summary Report – U.S.

37


This report includes:• Net checks• Net direct deposits• Taxes your

company isresponsible forfiling

• Taxes ADP debitedfor you and isresponsible forfiling

Statistical Summary Report – Canada

38


Payroll Register Report – U.S.

39


Payroll Register Report – Canada

40


Master Control Report – U.S.

Personnel section• Name and address• Tax ID• Department and title• Dates• Other personal

information• Status

Pay section• Cur Gross (current gross wages for this payroll)• Salary/Hourly rates• Rate Calc (a code indicating how overtime hours are calculated)• LWW (Las Week Worked)• NWW (Number of Weeks Worked)• Std Hours (the number of standard hours an employee works)• Deductions and accumulations

41


Master Control Report – Canada

Personnel section• Name and address• Tax ID• Department and title• Dates• Other personal

information• Status

Pay section• Cur Gross (current gross wages for this payroll)• Salary/Hourly rates• Rate Calc (a code indicating how overtime hours are calculated)• LWW (Las Week Worked)• NWW (Number of Weeks Worked)• Std Hours (the number of standard hours an employee works)• Deductions and accumulations

42


Which output report are you most interested in using? Select all thatapply.a. Statistical Summaryb. Payroll Registerc. Master Control

Poll: Payroll Output Reports ?

43


Review !

44


Differences between Payroll Dashboard and Reports

PayrollDashboardInput Reports

StandardReports

PayrollDashboardPreview PayrollReports

OutputReports

Contain employeeand payinformation thatyou enter up-to-the-minute in realtime.

Contain employeeand pay informationthat you enter as ofthe date and timethat you run them.

Contain processedpayroll informationbefore acceptance.

Containprocessedpayrollinformation afteracceptance.

Generated by youand are viewableand printableonline. Generatedfor one companycode.

Generated by youand are viewableonline and printable.Can be generatedfor multiplecompany codes.

Generated by ADP. Generated byADP.

45


Differences between Payroll Dashboard and Reports(cont.)

PayrollDashboardInput Reports

StandardReports

PayrollDashboardPreview PayrollReports

OutputReports

Include current payperiod andemployeeinformation.

Include current payperiod andemployeeinformation.

Include current payperiod information.

Include payperiod,quarter-to-date,year-to-date, andemployeeinformation.

Contain current,at-a-glanceinformation;information isconstantly updated.

Deletedautomatically afterfive quarters; canbe saved.

Deleted per yourcompany’s setupwith ADP.

Never deleted;only iReportshave timeconstraints.

46


Which report type gives you instant access to payroll data so thatyou can proof entries prior to previewing your payroll?a. Payroll Dashboard inputb. Standardc. Payroll Dashboard preview payrolld. Output

What Do You Think? Instant Access to Data ?

47


Which report type contains the processed payroll information thatyou can review for accuracy before accepting your payroll?a. Payroll Dashboard inputb. Standardc. Payroll Dashboard preview payrolld. Output

What Do You Think? Processed Information ?

48


Which reports could have helped to prevent the following issues?Scenario 1: The CEO did not receive a check.Scenario 2: The payroll manager wants to identify which of the twopayroll clerks entered employee changes incorrectly.

Scenarios

49


Which report could have indicated to the payroll practitioner that theCEO would not receive a check?a. Payroll Dashboard input report: Manual Checks—Summaryb. Output report: Statistical Summaryc. Payroll Dashboard Input report: Automatic Pay Canceledd. Standard report: Inactive Employees with Paydata

What Do You Think? Scenario 1 ?

50


The payroll manager wants to identify which of the two payroll clerksentered employee changes incorrectly.a. Output report: Statistical Summaryb. Standard report: Audit Trailc. Standard report: Employee Summaryd. Output report: Payroll Summary

What Do You Think? Scenario 2 ?

51


ObjectivesNow that you have completed this webinar, you are prepared to dothe following:• Define types of ADP payroll reports.• Use Payroll Dashboard input reports.• Determine which standard reports to review.• Use Payroll Dashboard preview payroll reports.• Compare types of output reports.

Course Closing

52


The Bridge

53


Continuing Education Credits

ADP is an approved provider of recertification credit hours (RCHs)by the American Payroll Association (APA) and continuingprofessional education (CPE) credits by the National Association ofState Boards of Accountancy (NASBA).RCHs and CPE credits provide recognition for updating orbroadening professional competencies and may be used tomaintain certifications such as the Certified Payroll Professional(CPP) and Certified Public Accountant (CPA).At your request, your instructor will provide you with a certificate ofcompletion at the end of this class. If a course description isrequired, you can print it from the enrollment site.

54


For more information about payroll-related reports, see the followingresources:• Using the Payroll Dashboard for ADP Workforce Now

(instructor-led virtual class)• Calculating Your Preview Payroll and Previewing Payroll Results

in ADP Workforce Now (web-based training)• Using the Payroll and Quarterly Tax Reports Feature in ADP

Workforce Now (web-based training)• Online Help• Learning bytes (available from the icon in ADP Workforce

Now and in the Support window)

Additional Resources

55


Training Evaluation

56


https://www.surveymonkey.com/r/80940v10

Training Evaluation

Using Payroll-Related ReportsAudit Trail Category • Audit Trail Personal & Employment Category •...

Documents

Transcript of Using Payroll-Related ReportsAudit Trail Category • Audit Trail Personal & Employment Category •...