© 2015 adp, llc all rights reserved w8004_ppt_wfn8v01 custom reporting basics for adp workforce now

© 2015 ADP, LLC All Rights ReservedW8004_PPT_WFN8V01

Custom Reporting Basics for ADP Workforce Now


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Welcome to Custom Reporting Basics 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, 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.

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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 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®.

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Objectives

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

Explore Custom ReportsUse Sample ReportsPlan and Create Custom ReportsBuild More Robust Report

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Course Agenda

Module 1: Exploring Custom Reports Module 2: Planning and Creating Custom Reports

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Module 1: Exploring Custom Reports


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.

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Module 1 Objectives

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

Define Custom Reports and what you can do with Custom ReportsIdentify the differences between Standard, Sample and Custom

ReportsWork with sample reports, including modifying, running and working

with a copy of a sample report

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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 increasesEnables you to rearrange columns, rename column headings, and

apply various formatting options to your reportsSchedule 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

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Example 1

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Example 2

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Example 3

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Poll

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What Are the Differences among Standard, Sample, and Custom Reports?

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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:

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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:

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This icon indicates available fields within the Report data file.

This icon indicates a Report data file.


Types and Descriptions

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Type Description

Standard reportsPredefined 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 reportsReports 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

Standard reportsPredefined reports that are read-only; you can run them but cannot customize, nor create copies to customize


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.

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Demonstration: Running a Sample Report


Activity: Running a Sample Report

Refer to your Handout Manual


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.

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Unmatched Records (continued)

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Demonstration: Modifying a Sample Report


Activity: Modifying a Sample Report



Demonstration: Navigation between the Report Tabs


Navigation between the Report Tabs

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

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Navigation between the Report Tabs (continued)

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Tab 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


Activity: Working with ADP Learning Bytes


Discussion


Demonstration: Running a Sample Report


Activity: Running a Sample Report



Activity Results: Running a Sample Report

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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?

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Module 1: Summary

Upon completion of this module you will have an understanding of:

Running a sample reportModifying a sample reportNavigating between the Report TabsWorking with the ADP Learning BytesRunning a sample report

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Module 2: Planning and Creating Custom Reports


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.

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Module 2 Objectives

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

Identify a process for planning your custom reportBuild a custom reportDescribe how effective dating impacts your report if it's turned on for

your companyIdentify the steps in the Report Wizard, and which ones are optional

or requiredSort report resultsInclude totals in your report resultsFormat your custom report

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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.

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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.

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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 e-mail attachment, or manipulate the data?)

Which output format meets my needs?

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Demonstration: Planning a Report


Activity: Planning a Report



Demonstration: Creating and Running a Simple Custom Report


Activity: Creating and Running a Simple Custom Report



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.

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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

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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:

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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.

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Demonstration: Assessing Your Reporting Needs


Activity: Assessing Your Reporting Needs



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.

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Steps of the Report Wizard

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Step 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 FieldsSelect 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


Activity: Sorting and Including Totals in Report Results



Specify Totals, Page Elements, and Descriptions

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Element Description

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

Element Description


Demonstration: Building a Custom Report


Activity: Building a Custom Report



Activity Results: Building a Custom Report

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Formatting Reports

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Elements and Descriptions

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Element Description

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 linkClick 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


Activity: Formatting and Running a Report



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.

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Examples

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

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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


Activity: Filtering a Report



Demonstration: Formatting and Filtering a Report


Activity: Formatting and Filtering a Report



Activity Results: Formatting and Filtering a Report

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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?

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Module 2: Summary

Upon completion of this module you will have an understanding of:

Planning a reportAssessing your reporting needsSorting and including totals in reportsBuilding a custom reportFormatting a reportCreating filters for a reportRunning a report

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Knowledge Check


Questions

Module 3: Course Closing


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


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


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:

Explore Custom Reports Use Sample Reports Plan and Create Custom reports Build More Robust Reports

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Survey

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

© 2015 adp, llc all rights reserved w8004_ppt_wfn8v01 custom reporting basics for adp workforce now

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