adding the snapeval application launch icon to adp workforce … · snapeval logo that you just...

29
Steps for an ADP Workforce Now Administrator to add a SnapEval icon to the home page of the organization’s Workforce Now instance. This enables all employees to access their individual SnapEval account directly from Workforce Now. Adding the SnapEval application launch icon to ADP Workforce Now home page

Upload: others

Post on 07-Aug-2020

0 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

Steps for an ADP Workforce Now

Administrator to add a SnapEval icon to

the home page of the organization’s

Workforce Now instance. This enables

all employees to access their individual

SnapEval account directly from

Workforce Now.

Adding the

SnapEval

application

launch icon to

ADP Workforce

Now home page

Page 2: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

1

Introduction

SnapEval and the ADP Marketplace provide multiple ways for users to access their SnapEval

account using their ADP User ID and password. This includes the following:

Clicking on the SnapEval icon in the My Apps area of the ADP Marketplace

Clicking on the ‘Login with ADP’ icon on the SnapEval login page

Clicking on the ‘Login with ADP’ button in the SnapEval mobile app

Page 3: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

2

Employees at many organizations using ADP Workforce Now frequently login to their personal

Workforce Now account to access a variety of payroll and benefits services. For these

organizations, it can also helpful for employees to access their personal SnapEval account

directly when logged into their ADP Workforce Now account.

To do this, ADP Workforce Now Practitioners (Administrators) for their organization can add a

SnapEval launch icon to the ‘Take Me To…’ area of the Workforce Now home page for all of

their employees.

Page 4: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

3

When an employee taps the SnapEval icon, they’ll see a notification that they are leaving ADP.

They will click the ‘OK’ button to proceed.

If the employee has logged in to SnapEval previously, they’ll be taken directly to their personal

SnapEval account!

Page 5: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

4

If this is the first time that the employee has tried to login to SnapEval, they’ll see the ADP

Consent form to share their information with the SnapEval application.

To proceed, they’ll click the ‘Allow’ button and they will be taken directly to their own SnapEval

account.

If they inadvertently click the ‘Deny’ button (and the subsequent ‘Are you sure?’ button), they

can simply browse to https://adpapps.adp.com/consent-manager while still logged into their

ADP account to allow the SnapEval app.

Page 6: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

5

If an ADP Marketplace administrator hasn’t assigned the employee to the SnapEval app in the

ADP Marketplace (so they’re not authorized to access SnapEval), then the employee will see an

access denied notification from SnapEval.

Page 7: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

6

Setting up the SnapEval Icon & Link on the Workforce Now Homepage

The steps to setup the SnapEval icon and link in the “Take Me To…” area of the Workforce Now

home page are easy.

1. Start by downloading the SnapEval icon to your computer.

2. Then, login to Workforce Now as an Administrator

Page 8: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

7

3. Click on the dropdown menu by the Administrator Name in the upper right hand corner

of the page and select “Configuration.”

Page 9: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

8

4. On the ‘Pages’ menu, click on the ‘Select Page’ dropdown and choose the ‘Quick Links’

page.

Page 10: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

9

5. After selecting the ‘Quick Links’ page from the dropdown menu, select the Content area

that you want to display in the ‘Quick Links’ area on the homepage, or create a new

Content area by clicking the ‘+ ADD’ link below the page title. In our example, we’ll

select the ‘Quick Links new Logos’ content.

Page 11: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

10

6. In the Editor, click on the area below the toolbar to focus on this area of the page. Then,

click on the ‘Insert Image’ icon in the toolbar.

Page 12: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

11

7. Click on the ‘Upload’ tab.

8. Click on the ‘Select Files’ link.

Page 13: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

12

9. Select the SnapEval icon file that you downloaded earlier to your computer and then

click the ‘Open’ button.

Page 14: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

13

10. Next, click the ‘Upload’ button. You’ll then see a message indicating that the file

successfully uploaded from your computer to Workforce Now.

Page 15: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

14

11. Use the scroll bar on the right side to scroll down to the images. You’ll then see the

SnapEval logo that you just uploaded.

12. Next, click on the icon.

Page 16: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

15

13. You’ll see the Image Properties. Then click on the ‘Set’ button.

14. The SnapEval logo now appears in the area below the toolbar.

Page 17: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

16

15. Next, we have to assign the link to launch the SnapEval app when the icon is clicked. To

do this first start by highlighting the SnapEval icon.

16. Now, with the SnapEval icon still highlighted, click on the ‘Link’ icon in the toolbar.

Page 18: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

17

17. Type in the URL link: https://app.snapeval.com/ser/adp.

18. Then use the scroll bar on the right side to scroll down and select ‘New Window’ as the

‘Target.’

Page 19: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

18

19. Then click the ‘Set’ button.

Page 20: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

19

20. The next step is to select the types of Workforce Now users that will see the link on their

Workforce Now home page when the login. This is typically the ‘Standard Employee,’

‘Standard Manager,’ ‘Standard Practitioner,’ and may also include ‘Standard Time and

Attendance Supervisor.’ Depending on how roles are configured in your Workforce Now

instance, these may be different. To assign the profiles, select them from the ‘Available

Profiles’ list and then click the ‘Move Selected Right’ arrow button to move them to the

‘Selected Profiles’ list

Page 21: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

20

21. The next step is to ‘uncheck’ the ‘Hide’ checkbox if it’s checked. This way it will be visible

on the Workforce Now home page.

Page 22: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

21

22. Now click the ‘Done’ button.

Page 23: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

22

23. Make sure that the ‘Hide’ checkbox for the content that you’ve just created is

‘unchecked.’ Then, click on the ‘Save’ button to save your work.

Page 24: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

23

24. You’ll then see a notification that the content has been saved. Next, click on the ‘Home’

icon to configure the layout of the home page.

Page 25: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

24

25. The ‘Quick Links’ content will need to be included in the layout of the home page for it

to be visible for all users. To do this, select a new layout with space for the Quick Links

content, or delete other content that you don’t want to display by clicking on the ‘X’ in

the upper right and corner of the content. Then, drag the ‘Quick Links’ content to the

empty space in the layout where you would like it to appear. Note that every area on

the layout form must have content, or you won’t be allowed to save the changes. In

other words, there can’t be any rectangles that say ‘Drag and drop pages here.’ If there

are any rectangles that say this and you don’t have any additional content that you want

to add to the home page, choose a new layout with fewer rectangles. When you’ve

completed this process, click the ‘Save’ button to save your changes.

Page 26: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

25

26. Click the ‘Yes’ button in the dialog box to confirm that this update to the layout will

appear on the Workforce Now homepage for all of your employees.

27. A notification message will confirm that the changes have been saved. Now click the

‘Back’ button to close this page.

Page 27: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

26

28. Next, click the ‘Refresh’ button on your browser to refresh your home page.

29. The new content with the SnapEval launch icon should appear in the ‘Take Me To…’ area

of the home page.

Page 28: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

27

30. Click on the SnapEval icon.

31. A notification from ADP Workforce Now will indicate that you’re about to leave

Workforce Now (a new tab will actually be open in your browser in addition to the one

open with Workforce Now). Click the ‘OK’ button to continue.

Page 29: Adding the SnapEval application launch icon to ADP Workforce … · SnapEval logo that you just uploaded. 12. Next, click on the icon. 15 13. Youll see the Image Properties. Then

28

32. If you’re assigned to the SnapEval app in the ADP Marketplace, your SnapEval account

will be open immediately in a new tab in your browser.

33. That’s it! All of your employees should now be able to access their own SnapEval

account directly from their own ADP Workforce Now home page!