© 2015 adp, llc adp all rights reserved w8005_ppt_wfn80v1 custom reporting advanced filtering for...

© 2015 ADP, LLC ADP All Rights ReservedW8005_PPT_WFN80V1

Custom Reporting Advanced Filtering for ADP Workforce Now


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Welcome to Custom Reporting Advance Filtering for ADP Workforce Now


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, Inc.

The ADP logo, ADP , and IN THE BUSINESS OF YOUR SUCCESS are registered trademarks of ADP, Inc. All other trademarks and service marks are the property of their respective owners.

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Introductions and Expectations

Your name

Your location

Your role

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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.

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Course Purpose

This course will enhance the skills learned in Custom Reporting Basics. We will explore how to create filters, where to access the advanced features, what information you must understand in order to achieve the desired results and when these features may be of value.

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Course Objectives

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

Create filters with varying degrees of complexity to narrow your report results to only those records of interest to you

Use various operators and statements

Use runtime filters

Create more advanced filters

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Course Agenda

Custom Reports Review Exploring Filtering Further Runtime Filters

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Exploring Filtering Further


Custom Reports Review

1. What are the differences among standard, sample, and custom reports?

2. Which of the following Report wizard steps are required when creating a custom report? (Select all that apply.)

a. Step 1 Name Your Report

b. Step 2 Select Fields

c. Step 3 Select Sort Order

d. Step 4 Specify Totals

e. Step 5 Select Format

f. Step 6 Add Filters

g. Step 7 Run a Report

3. What is the purpose of filtering?

4. What are the three components of a filter?

5. What filter would you create to include only active employees on a report?

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Custom Reports Basic Review - Answers

1. What are the differences among standard, sample, and custom reports?

Answer: Standard reports are predefined reports that you can generate as read-only; you cannot customize them. Sample reports are a predefined collection of reports that are read-only, and you can copy and edit them to meet your specific reporting needs. You can create custom reports from scratch using available reporting fields.

2. Which of the following Report wizard steps are required when creating a custom report? Select all that apply.

Answer: Steps 1 and 2 are required

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Custom Reports Basic Review - Answers

3. What is the purpose of filtering?

Answer: Filtering allows you to limit the number of records in a report. For example, you can create a filter to report only on hourly employees.

4. What are the three components of a filter?

Answer: Field, operator, and value

5. What filter would you create to include only active employees on a report?

Answer: Status is equal to Active

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Exploring Filtering Further Overview

You can create filters with varying degrees of complexity to narrow your report results to only those records of interest to you. You can create basic filters (such as Home Department Description= Marketing) or advanced filters.

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Advanced Filters

Advance filters may use: More than one criterion Logical values such as AND or OR Parentheses

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Example

You need a report of all salaried employees who earn at least $50,000 a year. These are the fields selected for the report: First Name, Last Name, Annual

Salary, Regular Pay Description, Home Department Description.

To determine the filter to use, ask yourself the following questions:Question Answer

On which field would you need to filter?

What sort of operator would you need?

What other criterion do you need to define? How would you combine these two criteria?

What would happen if you used an OR instead?

What if you wanted to filter for only salaried employees earning at least $50,000 in a certain department? How would you change the filter?

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Importance of Parentheses

As in mathematic statements the Parentheses play a key role in defining each statement and which statements will be analyzed first.

Example

2 x 2 + 3 = 4 + 3 = 7

2 x (2 + 3) = 2 x 5 = 10

Note: AND will act as a parentheses, however it is a good idea to use parentheses at all times to ensure that you receive the desired results

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Activity: Defining a Filter

Refer to your Handout Manual


Activity: Defining a Filter

Given the following scenarios, determine what filter you might create:Scenario Filter

You would like a report that lists every active employee with an annual salary of at least $75,000.

You created a report listing each employee's schedule. The report includes employees' names, their times in, and their times out. The Time In and Time Out fields include the date, as well as start and end times. You would like to review only those employees scheduled to work between March 1 and March 6.

The new VP would like a report listing the birthdays of employees who live in Ontario or Quebec with more than five years of service.

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Resolution

Scenario Filter

You would like a report that lists every active employee with an annual salary of at least $75,000.

Status = Active AND Annual Salary >= 75000

You created a report listing each employee's schedule. The report includes employees' names, their times in, and their times out. The Time In and Time Out fields include the date, as well as start and end times. You would like to review only those employees scheduled to work between March 1 and March 6.

Time In >= 3/1/20XX AND Time In <= 3/6/20XX

The new VP would like a report listing the birthdays of employees who live in Ontario or Quebec with more than five years of service.

(Province = Ontario OR Province = Quebec) AND Years of Service > 5

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Activity: Determining the Correct Advanced Filter



Determining the Correct Advanced Filter

Purpose

The following two scenarios are designed help develop an understanding of the required components are for creating a successful advanced filter.

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Scenario 1

Your manager would like a report of all employees in Home department Code 000010 or Home department Code 000020 who have been with the company for at least 10 years. Your manager plans to present them with an award for their years of hard work with the company.

Instructions, Part 1Select the filter that would provide you with the desired results:A. Home Department Code= 000010 OR Home Department Code= 000020 OR

Years of Service >=10B. Home Department Code= 000010 OR Home Department Code= 000020 AND

Years of Service >= 10C. Home Department Code= 000010 AND Home Department Code= 000020 AND

Years of Service >=10D. (Home Department Code= 000010 OR Home Department Code= 000020)

AND Years of Service >= 10E. (Home Department Code= 000010 AND Home Department Code= 000020)

AND Years of Service >=10

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Instructions, Part 1Select the filter that would provide you with the desired results:A. Home Department Code= 000010 OR Home Department Code= 000020 OR

Years of Service >=10B. Home Department Code= 000010 OR Home Department Code= 000020 AND

Years of Service >= 10C. Home Department Code= 000010 AND Home Department Code= 000020 AND

Years of Service >=10D. (Home Department Code= 000010 OR Home Department Code= 000020)

AND Years of Service >= 10E. (Home Department Code= 000010 AND Home Department Code= 000020)

AND Years of Service >=10

Scenario 1 - Answer

Rationale: Option A would show anyone in either department regardless ofyears of service, and anyone with more than 10 years regardless ofdepartment. Option B will show anyone in department 000010 regardless oftheir years of service, or anyone who is in department 000020 and has over 10years of service; AND acts like an implied parentheses. Options C and E meanthe employees must be in both departments.

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Scenario 2

For the purpose of a proposed cost of living increase, you would like a report listing all salaried employees earning less than $50,000 a year as well as all hourly employees earning less than $15 an hour.

A. Regular Pay Rate Description = Salary AND Annual Salary < 50000 OR Regular Pay Rate Description = Hourly AND Regular Pay Rate Amount < 15

B. Regular Pay Rate Description = Salary OR Annual Salary < 50000 OR Regular Pay Rate Description = Hourly OR Regular Pay Rate Amount < 15

C. (Regular Pay Rate Description = Salary AND Annual Salary < 50000) OR (Regular Pay Rate Description = Hourly AND Regular Pay Rate Amount < 15)

D. (Regular Pay Rate Description = Salary AND Annual Salary < 50000) AND (Regular Pay Rate Description = Hourly AND Regular Pay Rate Amount < 15)

E. (Regular Pay Rate Description = Salary OR Regular Pay Rate Description = Hourly) AND (Annual Salary < 50000 OR Regular Pay Rate Amount < 15)

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A. Regular Pay Rate Description = Salary AND Annual Salary < 50000 OR Regular Pay Rate Description = Hourly AND Regular Pay Rate Amount < 15

B. Regular Pay Rate Description = Salary OR Annual Salary < 50000 OR Regular Pay Rate Description = Hourly OR Regular Pay Rate Amount < 15

C. (Regular Pay Rate Description = Salary AND Annual Salary < 50000) OR (Regular Pay Rate Description = Hourly AND Regular Pay Rate Amount < 15)

D. (Regular Pay Rate Description = Salary AND Annual Salary < 50000) AND (Regular Pay Rate Description = Hourly AND Regular Pay Rate Amount < 15)

E. (Regular Pay Rate Description = Salary OR Regular Pay Rate Description = Hourly) AND (Annual Salary < 50000 OR Regular Pay Rate Amount < 15)

Scenario 2 - Answer

Rationale: Option A or C work for the AND used in A acts as a parentheses

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ADP Learning Bytes


Activity: What Can You Get Done in 2 Minutes? Training with ADP Learning Bytes

Review

1. Which Step of the report wizard do you select to create advanced filters?

2. You need to click “Add” after you create a filter statement in the report wizard.

a. True

b. False

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Learning Bytes: Creating an Advanced Filter (Answers)

Questions to think about:

1. Which Step of the report wizard do you select to create advanced filters?

Answer: Step 6

2. You need to click “Add” after you create a filter statement in the report wizard.

Answer:

a. True

b. False

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Demonstration: Creating a Report with an Advanced Filter


Activity: Creating a Report with an Advanced Filter



Operators and Descriptions

Operator Description Example

IN (List of Values)Used to filter for only those records with values that match a list of possible, accepted values; acts like the OR operator

Deduction Code IN (01, 02 & 03) will display any employees with deduction code 01, 02, or 03.

NOT IN (List of Values)Used to filter for only those records with values that do not match a list of possible values

Deduction Code NOT IN (01, 02 & 03) will display any employees who do not have any of those deduction codes.

Tip:If you do not select IN (List of Values) as your operator and you select more than one option from the Possible Values list for the same field, the filter will automatically change the default Equals (=) operator to IN (List of Values).

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Runtime Filters


Runtime Filters

OverviewRuntime filters enable you to enter filtering criteria just prior to running a report. Use runtime filters in reports for which the criteria changes each time you run the report. Rather than edit the report template for your new criteria whenever you run the report, you can define a runtime filter that will prompt you for your criteria every time you run the report.

ExamplesThe following are examples of when you might choose to create a runtime filter:

When you run the Anniversary report, you want to view results only for the current month. You run this report monthly and want to be prompted for the desired month each time you run the report.

You have copied the Sample Report Current, MTD and YTD Earnings and Hours Report and need to run it as a Custom Report every quarter; when you run the report, you enter the date range that you want to view.

You need to run the Current Overtime Detail by Employee Report based on a certain pay date or pay period. A runtime filter can be set up once this Sample Report has been copied.

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Demonstration: Creating a Runtime Filter


Activity: Creating a Runtime Filter



Add/Edit Window Elements and Descriptions

Element Description

Value Name The prompt that will display whenever you run your report

Value Type Indicates the type of data that you can enter for the prompt when running your report

Allow Blanks If selected, you can leave the runtime filter blank when running the report and all records will display

Default ValueUse to automatically populate a value for this runtime filter. This is useful if you will most often run this report using a particular value.

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Debrief

Was creating advanced filters and runtime filters easier or more difficult than you expected?

What is important for you to remember about runtime filters?

When will you use these types of filters?

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Questions


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

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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.

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Activity: Client Service Centre

Refer to your handout manual

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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.

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Activity: Workforce Now Support Centre

Refer to your handout manual

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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.

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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.

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Course Closing

You are now able to:

Create filters with varying degrees of complexity to narrow your report results to only those records of interest to you

Use various operators and statements

Use runtime filters

Create more advanced filters

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Survey

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

W005_PPT_WFN80V01_0415 47

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