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Importing Data

for ADP Workforce Now®

Automatic Data Processing, LLC

ES Canada

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© 2015-2017 ADP, LLC and its licensors. All rights reserved.

IMPORTING DATA FOR ADP WORKFORCE NOW INSTRUCTOR GUIDE

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Contents

Course Introduction

Course Purpose .............................................................................................................. 1

Course Objectives .......................................................................................................... 1

Course Agenda .............................................................................................................. 2

Module 1: Importing Overview

Module 1 Introduction ................................................................................................ 1-1

The Initial Data Import Process .................................................................................. 1-2

Maintaining Data after the Initial Import ................................................................... 1-3

Importing Overview ................................................................................................... 1-4

What Data Can Be Imported? ..................................................................................... 1-5

The Data Import Process ............................................................................................ 1-6

What Is a Baseline Report? ........................................................................................ 1-7

Validating the Imported Data ..................................................................................... 1-8

Sending Notifications when a Data Import Is Completed .......................................... 1-9

Module 1 Summary .................................................................................................. 1-10

Module 2: Preparing the Data Import File


Preparing the Data Import File ................................................................................... 2-2

The Employee Import File .......................................................................................... 2-4

Data Import File Field Requirements for a New Hire ................................................ 2-6

The Paydata Import File ............................................................................................. 2-8

Other Types of Imports ............................................................................................ 2-10

Using the Import Reference Guide ........................................................................... 2-11

Module 2 Summary .................................................................................................. 2-12

Module 3: Importing Employee Data


Demonstration: Importing Employee Data for New Hires ......................................... 3-2

Demonstration: Importing Employees with Salary Increases .................................... 3-5

Demonstration: Handling Reporting Structure Changes ............................................ 3-7

Module 3 Summary .................................................................................................. 3-12

IMPORTING DATA FOR ADP WORKFORCE NOW INSTRUCTOR GUIDE

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Module 4: Importing Paydata


Demonstration: Confirming Codes for Earnings in the Validation Tables ................ 4-2

Demonstration: Importing Bonuses ............................................................................ 4-3

Demonstration: Importing Vacation Pay .................................................................... 4-6

Options for Structuring a Paydata Import File ........................................................... 4-8

Module 4 Summary .................................................................................................... 4-9

Module 5: Validating the Imported Data


Verifying Your Imported Data ................................................................................... 5-2

Demonstration: Interpreting Information in the Import Log ...................................... 5-4

Activity: Correcting Importing Errors ........................................................................ 5-7

Activity Results: Correcting Importing Errors ......................................................... 5-10

Module 5 Summary .................................................................................................. 5-14

Course Closing

Support After Class .................................................................................................... 6-1

ADP Client Service Centre ......................................................................................... 6-2

ADP Workforce Now Support Centre ........................................................................ 6-3

The Bridge .................................................................................................................. 6-4

Course Closing ........................................................................................................... 6-5

Importing Data

for ADP Workforce Now®

Course Introduction

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Course Introduction

Course Purpose

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

required to be comfortable using the Importing Data for ADP Workforce Now. This course

prepares you to update data in ADP Workforce Now after your ADP Implementation Specialist

has completed the initial importing process (referred to as the data conversion process). It

describes the available methods for updating data, including importing in batch, focusing on

employee and paydata.

Course Objectives

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

Describe importing and the available import methods and data types at a high level

Prepare data import files

Import employee data

Import paydata

Troubleshoot and verify imported data

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Course Agenda

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

Workforce Now training has been 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 work 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:

Modules Topics

Module 1: Importing Overview The Initial Data Import Process

Maintaining Data after the Initial Import

Importing Overview

What Data Can Be Imported?

The Data Import Process

What Is a Baseline Report?

Validating the Imported Data

Sending Notifications when a Data Import Is Completed

Module 2: Preparing the Data

Import File

Preparing the Data Import File

The Employee Import File

Data Import File Field Requirements for a New Hire

The Paydata Import File

Other Types of Imports

Using the Import Reference Guides

Module 3: Importing Employee

Data

Demonstration: Importing Employee Data for New Hires

Demonstration: Importing Employees with Salary Increases

Demonstration: Handling Reporting Structure Changes

Module 4: Importing Paydata Demonstration: Confirming Codes for Earnings in the

Validation Tables

Demonstration: Importing Bonuses

Demonstration: Importing Vacation Pay

Options for Structuring a Paydata Import File

Module 5: Validating the

Imported Data

Verifying Your Imported Data

Demonstration: Interpreting Information in the Import Log

Activity: Correcting Importing Errors

Activity Results: Correcting Importing Errors

Module 6: Course Closing Support after Class

ADP Client Service Centre

ADP Workforce Now Support Centre

The Bridge

Course Closing

Importing Data for

ADP Workforce Now®

Module 1: Importing Overview


ES Canada

IMPORTING OVERVIEW FOR ADP WORKFORCE NOW

MODULE 1: IMPORTING OVERVIEW

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Module 1 Introduction

Purpose

This module prepares you to describe the importing process at a high level, as well as the

available data update methods and data import types.

Objectives

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

Describe the importing process at a high level

Identify the available data update methods

Identify the types of data that can be imported

Explain the purpose of a Baseline Report

Describe how to validate imported data

Describe how to send notifications when a data import is completed



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The Initial Data Import Process

Overview

During your implementation, the Data Conversion team worked with you to map your employee

data to the Workforce Now database. During this process, they ensured that all Validation tables

were updated either:

During the I-Hub interview process - I-Hub provides a structured process for

implementing ADP Clients. The ADP Implementation team uses I-Hub as a tool to

input information about product setup, as well as validate and verify information input

by clients

Manually

Through Import

What Is the Initial Data Import Process?

The Data Conversion/Implementation team uses the same process identified in the Data Import

Process of this course. The same methodology is used for either an initial import, or updates to

the data after the bulk of the data is set up.



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Maintaining Data after the Initial Import

Available Data Update Methods

There are several methods available for maintaining data in ADP Workforce Now. The

following table describes all of the data update methods, as well as how to access them in the

system:

Use This Data Update Method: When You Need to: By Accessing:

Importing Upload multiple types of data

with different values

Process > Utilities > Import

Mass change Enter the same field value for a

group of employees

Process > HR > Mass Change

Manual data entry Change information for one

employee at a time

Various options on the People

menu



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Importing Overview

Overview

ADP Workforce Now provides you with an automated mechanism for quickly and accurately

updating your database with large quantities of data.

What Is Data Import?

Data import is a process that loads data from a source file into your ADP Workforce Now

database. Because it eliminates the need to enter data manually, importing provides an easy way

to transfer large amounts of data from another source or to make multiple corrections.

Importing versus Mass Change

Importing is useful when you need to upload multiple types of data with different values. If you

need to update the same field value for a group of employees, the Mass Change feature is the

more suitable option.



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What Is Mass Change?

Mass change involves entering the same field value for a group of employees. It is available for

the following fields in ADP Workforce Now:

Available Fields Available Fields

Assigned Shift Not Paid By Payroll

Associate ID Pay Class - Time & Attendance

Benefits Eligibility Class Pay Division

Business Unit Pay Division within Company

Commission Pay Frequency

Company Code Pay Grade

Daily Rate Pay Group

Deduction Amount Position ID

Deduction Code Rate 1 Amount

Deduction Code within Company Rate Type

Employee Option Code Rate Type & Amount

Employee Option Code within Company Reports To

Employee Option Value Reports To

Employee Status Salary + Commission

Employee Type Salary Rate

Employees with Payroll History Scheduled for Termination - Time & Attendance

Exception Hourly Shift Rule - Time & Attendance

File # Standard Hours

Hire Data Start Date - Time & Attendance

Home Cost Number Status

Home Cost Number within Company Stop Date - Time & Attendance

Home Department Time & Attendance Employee

Home Department within Company Time & Attendance Supervisor

Home Phone Area Code TimeZone - Time & Attendance

Hourly Rate Union Code

Job Title Variable

Location Not Paid By Payroll

New Hire Flag



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What Data Can Be Imported?

Overview

In ADP Workforce Now, you can import the following types of data:

Validation table data

Applicants data

Benefits data

Paydata

Employee data

Time Off accruals data

Time and attendance data (if your company uses ADP Workforce Now Time &

Attendance)



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Data Types and Descriptions

The following table describes the types of data that you can import:

Data Type Description Example

Validation Table data Includes the codes and

descriptions for your company-

level information

You import new location codes

and descriptions.

Applicants data You can import three types of

applicant data files:

Requisition.

Candidate: Includes personal,

Voluntary Self-Identification

Data (VSID), and contact

information.

Application: Includes additional

information, application notes,

application status, files

uploaded, questions, source,

and SASS settings data.

Your company is in the process

of a hiring blitz. You have

received hundreds of completed

applications and want to get

them into the system quickly for

review and further processing if

required.

Benefits data Validation Table Imports -You

can only import the following

validation tables:

Benefits Earnings

Benefits Eligibility Class

Comparison Fields

Employee Data - For details,

refer to the following chapters or

sections within the Employee

Import Guide:

Benefit Plan Enrollment Fields

Dependents/Beneficiaries

Position Job Profile - Benefits

Eligibility Class

For details on field requirements

for the import files, refer to the

Validation Table Import Guide

and the appropriate chapters or

sections within the Employee

Import Guide.

Paydata Includes pay information needed

for the current pay period

You import a paydata batch you

received from a remote office.

Employee data Includes employee information

such as contact, employment,

and position information

You import new employee phone

numbers.

Time Off Accruals data Includes Time taken,

adjustments, requested

carryover, stop or restart awards,

stop or restart processing, and

external awards (accruals are

imported as external awards)

At the end of the year, managers

are required to approve all

requested carryover amounts.

Approval is done on a

spreadsheet, and then imported.

Time and attendance data Includes the following Time &

Attendance-specific information:

Schedules

Time zones

Labour charge fields

You import schedules for your

employees for the next schedule

period.



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The Data Import Process

Overview

Once you have determined that importing is the appropriate data update method, you will begin

to follow the data import process.

Stages and Descriptions

The following table describes the stages in the data import process:

Stage Description

1. Determine your data update

type.

2.

Evaluate the type of data and amount of data that you need to

update:

Applicants data

Benefits data

Employee data

Time Off accruals data

Paydata

Time and attendance data

Validation table data

3. Determine the most

appropriate data update

method.

Based on the amount of data you need to update, select the most

appropriate update method. If there is a significant amount of data

to be imported, an import to update the data might be the most

efficient option.

If you are only updating a few items, manual entry may be the best

choice. Consult with an ADP representative if you require further

assistance.

4. Prepare and test the data

import file. Create the file and ensure that it is formatted correctly. Prepare an

import file with one or two entries to test that the headers are

formatted correctly. When you are sure the headers in the import

file are correct, populate it with all the data you need to import, and

import the data.

5. Run a baseline report. A baseline report provides a snapshot of your data in its current

state. Run this report before an import to show how data looked

before this process.

Note: Baseline reports are useful only if you are updating existing

records.

6. Set up email notifications if

required. Select settings that determine how the import runs. For example,

you indicate who is notified that the import has been completed.

Note: This step is optional.

7. Import the data. Use the Import page to process the import.

Note: Current paydata is put into a batch and therefore can easily

be deleted Although there is no feature to undo an import, you

have two options to correct any mistakenly imported values:

Manually return the values to the previous values or desired

values

Re-run the import file with the previous values or the desired

values

8. Troubleshoot and verify the

imported data. Troubleshoot any import errors or warnings, and validate that the

data imported as expected.



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What Is a Baseline Report?

Overview

A baseline report is a snapshot of your data in its current state prior to the import. You can refer

to this report to confirm that your data updated as expected. Running the baseline report

represents the third stage of the data import process.

Depending on which type of information you are importing, you can run a standard report or

create and run a custom report.

A baseline report is only required if you are updating existing records. It is not required if you

are adding records.

Example

You plan to import new work contact information for all employees in the Accounting

department. You use the Employee Directory report as your baseline report. This report shows

employee contact information as of today before you import the new information.

The following is an example of this report:

Additional Resources

For more information about standard reports, refer to WFN Support.

For more information about custom reports, refer to the Custom Reporting Basics for

ADP Workforce Now course on Learn@ADP.



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Validating the Imported Data

Overview

To validate the imported data, you can run reports,, review the import logs to troubleshoot errors

and warning encountered during the import process, or view the data in ADP Workforce Now to

ensure that it is imported correctly.


For more information about standard reports, refer to WFN Support.

For more information about custom reports, refer to the Custom Reporting Basics for

ADP Workforce Now course on Learn@ADP.



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Validation Methods and Descriptions

The following table describes the two main methods for validating imported data in ADP

Workforce Now:

Validation Method Description

Run a report and compare

it to the baseline report

You can either run an Audit Trail report or run the same baseline report

and then run a comparison report to see the differences and compare the

output before and after the import.

Note: Baseline reports are useful only if your import updated existing

records.

Review the import logs An import log is generated when there are warnings or errors received

during the import process. This file provides valuable troubleshooting

information when you are investigating issues with an import file.

View the data on the

appropriate page in ADP

Workforce Now

The following table describes how to navigate to the appropriate page:

To Verify: Use This Path:

Applicants Data Process > Talent > Applications

Benefits data For data related to the Benefits Validation

Tables:

Setup > Tools > Validation Tables

For data related to the enrollments:

People > Benefits > Enrollments

For data related to dependents and beneficiaries:

People > Benefits > Dependents and

Beneficiaries

Paydata Process > Payroll > Paydata

Note: Only the current pay type will display in a

batch. For all other pay types, you must verify by

reports or by validating the screen of individual

employees.

Validation table

data

Setup > Tools > Validation Tables

Employee

data/Time off

Accruals

Choose the appropriate option from the People

menu

For Time Off accruals, People > Time Off > Time

Off Balances

Time and

attendance data

To Verify: Use This Path:

Labor charge

fields

Setup > Time & Attendance

> Labor Charge Fields

Schedules People > Time & Attendance

> Monthly Schedule



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Sending Notifications when a Data Import Is Completed

Overview

You can elect to send notifications when a data import is completed. These notifications can be

sent to both the Workforce Now Message Centre and an email address. The process for setting

up notifications is the same for all data types although you select a different template for the

import preferences.

Example

John Dexter needs to receive an e-mail notification each time employee data is imported. He

will access the Import Preferences through Process > Utilities > Import to modify the WFN

Template for Employee Import, and specify his user ID and email address in the appropriate

fields so that he receives a notification to both the Workforce Now Message Centre and his

email address.



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Module 1 Summary

In this module, you learned how to:

Describe the importing process at a high level

Identify the available data update methods

Identify the types of data that can be imported

Explain the purpose of a Baseline Report

Describe how to validate imported data

Describe how to send notifications when a data import is completed

Importing Data for

ADP Workforce Now®

Module 2: Preparing the Data Import File


ES Canada


MODULE 2: PREPARING THE DATA IMPORT FILE

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Purpose

This module helps you to prepare data import files depending on the type of data you are

importing.

Objectives


Prepare the data import file

Prepare employee data import files

Prepare paydata import files

Prepare other types of import files

Use the Import Reference Guides to help you prepare data import files



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Preparing the Data Import File

Overview

Preparing for data import involves determining the type of data that you need to import,

deciding on the most appropriate data update method based on the volume of data to be

imported, preparing the data import file, running the baseline report, and setting your import

preferences if notification when the importing process is finished is required.

Impacts of Effective Dating on Data Import Files

Some import files will require the Change Effective On field to be included in the data import

file header. Effective dating means that ADP Workforce Now holds multiple records:

Historical

Current

Future

Both Historical and Future records can have multiple entries, but there is only one current

record. The following ADP Workforce Now pages and tabs include an effective dating timeline

that shows all of these entries on the same page:

Consolidated Employment Profile, which includes tiles for the following items:

Position

Status

Regular Pay

Corporate Groups

Employment

Work Schedule

An effective dating bar appears on all of these pages and tabs. Therefore, for any

imports involving fields on these pages or tabs, an effective date will be required as a

field in the import header.

Direct Deposits (People > Pay > Direct Deposit)

Tax Withholdings (People > Pay > Tax Witholdings)

Federal Tab

Provincial Tab

Commissions Tab

Pension (People > Pay)



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What Is Preparing a Data Import File?

Overview

Preparing a data import file includes completing the necessary tasks to create the file and ensure

that it meets all requirements. These requirements differ depending on the type of data that you

are importing. Each import file consists of a header that specifies the data to be imported.

Headers for each data type differ depending on the importing task, and the data that is important

to your organization.

The best practice for creating import files is to specify the header information in a Microsoft

Excel spreadsheet, which is much easier to read than a comma-separated values (CSV) file in

Notepad. Once you are sure that the headers in the import file are correct, and save the file to

CSV format.



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Requirements for the Data Import File

The following table describes requirements for each data import file:

Requirement Description

Include all required fields For each import type, certain fields are required in

order for the records to be properly indexed. Refer

to the corresponding Importing guide for this

information before you start the import process.

Ensure that all field headings are correct Field headings must match the requirements

specified in the appropriate importing guide.

Ensure that fields are in the correct sequence ADP Workforce Now expects certain key fields to

be displayed at the beginning of each record.

Refer to the corresponding Importing guide for this

information before you start the import process.

Ensure that all data values are valid The data included in the file must be valid for the

type of data that you are importing. Valid data

includes the format, number of characters or digits

allowed, as well as specific values to be entered

for a field, To confirm that the data in a file is valid

for a specific import type, refer to the

corresponding Importing.

Save the file using the correct file naming

convention

For ADP Workforce Now to recognize the file, you

must use the appropriate file naming convention

for each import type. Refer to the corresponding

Importing guide for this information before you start

the import process.

Save the file in the correct format You must save the file in the correct file format with

the correct filename extension for each import

type.



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The Employee Import File

Overview

To import employee data, users require Practitioner access to Workforce Now. You can use the

employee import file to both change and delete employee data. You can use importing to update

both current year, and year end data. The way you set up the employee import file determines

whether current year or year-end data is imported.

When you import employee data, the requirements for the data import file vary depending on

the following factors:

If the import is for new hires

If the import involves changes to existing employee data

If you are setting up new entries in the Validation Tables in Workforce Now, such as

awards, memberships, license and certifications

Requirements for an Employee Import File

When you prepare an employee data import file, keep the following requirements in mind:


Include all required fields You must include Position ID in order for the records to be

properly indexed.

Note: If you are importing additional positions for employees,

you must also include the Associate ID field.

Ensure that all field headings are

correct

Each field heading must match the requirements specified in the

Importing Employee Data guide.

Ensure that fields are in the correct

sequence

Your employee data import file must use one of the following

sequences:

Position ID must be the first field.

If required, Associate ID must be the first field, and Position ID

must be the second field.

All other fields you are importing may be listed to the right in any

sequence.

Ensure that all data values are valid Ensure that you enter and format the data correctly. For

example, enter Social Security numbers as nine digits with or

without dashes and without spaces.

Save the file using the correct file

naming convention

You may use almost any file naming convention for employee

data import files. Restrictions are listed in the Importing

Employee Data guide.

Note: If you want to import records from multiple company codes

within the same file or positions that are not associated with a

company code, you must use the file naming convention

EMP____.CSV.

Save the file in the correct format Save the file as a CSV or TXT file.



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Example

You need to import work and fax numbers for all employees in the Accounting department. The

following is an example of the employee data import file:



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Data Import File Field Requirements for a New Hire

Overview

When you import new hires, different field requirements apply. The following table lists the

basic requirements and the suggested order of fields for new hires:

IF the New Hire: THEN You Must Include These Fields in the

Import File:

Position ID

Change Effective On

Is Paid by WFN

Position Uses Time

Co Code

File Number

Last Name

Middle Name

First Name

Birth date

Correspondence language

Address 1 Use as Legal

Address 1 Line 1

Address 1 City

Address 1 Province

Address 1 Postal Code

Address 1 Country

Hire Date

Position Start Date

Employee Status

Termination Date

Termination Reason

Standard Hours

Rate Type

Rate Amount

Receive Scheduled Payment

Payment Method (Cheque only. If deposit then

require additional fields)

Province Of Employment

Tax ID Number

CRA PA / RQ ID

Tax Form First Name

Tax Form Middle Initial

Tax Form last Name

Payroll Last Name

Payroll First Name

Pay Class (If it is being used by the client)

Note: Clients may require additional fields not included in this list.



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Important Information about Changes to Employees

If you are changing or updating employee data, the following fields are required:

Position ID

Change Effective On



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The Paydata Import File

Overview

Only Practitioners with the correct access permission to the paydata import function can import

paydata. Access to importing paydata is controlled by your profile memberships and access

permissions. These are set up for you by your company administrator. You can import both

current year and year-end paydata.

Requirements for the Paydata Import File

When you prepare a paydata import file, refer to the following requirements:


Include all required fields You must include Position ID, Payment and Description. If Position ID is not

included, then Company Code and File Number must be the first two fields.

Additional fields are required and vary depending on the type of paydata you

are importing. These requirements are specified in the Importing Paydata

guide.

Ensure that all field

headings are correct

Each field heading must match the requirements specified in the Importing

Paydata guide.

Ensure that fields are in

the correct sequence

Your paydata import file must use the following sequence:

Position ID

Note: If Position ID is not used, then Co Code, Description, File # and the

other fields.

Co Code must be the first field - not required if Position ID is used.

Description must be the second field - not required if Position ID is used.

File # must be the third field.

The other fields you are importing are listed to the right.

Ensure that all data

values are valid

Ensure that you enter and format the data correctly. For example, enter file

numbers with no more than nine digits.

Save the file using the

correct file naming

convention

Use the file naming convention EPIccccAA.CSV, where "cccc" represents

the company code.

Save the file in the

correct format

Save the file as a CSV file.



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Example

You need to import paydata for one of your offices. The following is an example of the paydata

import file:

Important Information

To indicate the absence of numeric data in a paydata import file, leave the value blank; do not

enter a zero. If you enter a zero, the system imports the value of zero rather than a blank value.


For more information about preparing paydata import files, refer to the Importing Paydata guide

on the Support Center.



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Other Types of Imports

Overview of Importing Validation Table Data

Validation tables contain the data that make up the selection lists for many of the fields in ADP

Workforce Now. For example, the Department table contains the codes displayed in the Home

Department field on the Position page, and the Temporary Department column on the Paydata

Entry Batch page.

Most of the validation tables for your company are set up by ADP during the initial import

process. After the initial setup, you may need to add more entries, or records, to a validation

table.

There are two options available for updating Validation Table data:

Through the Workforce Now menu – Setup > Tools > Validation Table

Using an import file

Note: Check with your ADP Representative before importing Validation table data that may

impact other areas. Items such as Cost Centres, Department, Pay Division, Earnings, and

deductions may impact the General Ledger or payroll. If you are unsure, please check with an

ADP Representative first.

Important Information

You can update the Validation Tables in your version of Workforce Now. Validation Tables in

the demonstration system cannot be updated. For step-by-step instructions, refer to the

Workforce Now online help.

Overview of Importing Time & Attendance Data

Typical Time & Attendance data are things like schedules or major changes to Labour Charge

fields. For example, if you have a complete reorganization, an import field can be used to

import employee level Labour Charge fields.



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Using the Import Reference Guides

The Import Reference Guides contain useful information on how to structure your import file

for the various import types. The best practice for preparing an import file is to use the

corresponding import guide while you are creating the data import file.

For more detailed information about preparing your data import files, refer to the following

ADP Workforce Now guides on the Support Center:

Importing Applicant Data guide

Importing Employee Data

Importing Paydata

Importing Validation Table Data

Importing and Exporting Time and Attendance Data



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Module 2 Summary


Prepare the data import file

Prepare employee import files

Prepare paydata import files

Identify the other types of import files

Use the Import Reference Guides to help you prepare data import files

Importing Data for

ADP Workforce Now®

Module 3: Importing Employee Data


ES Canada


MODULE 3: IMPORTING EMPLOYEE DATA

2015-2017 ADP, LLC 3-1 W008_ILT_WFN15V01_0921


Purpose

This module prepares you to work with some common scenarios you will encounter when

updating employee data.

Objectives


Use the Importing Employee Data guide to help you prepare an employee data import

file

Prepare an employee data import file for newly hired employees

Validate imported data for newly hired employees

Prepare an employee data import files for employees with salary increases

Validate imported data for employees with salary increases

Prepare an employee data import file when reporting structure changes

Validate imported data when reporting structure changes

Use the Mass Change feature in ADP Workforce Now to update reporting structure

changes



2015-2017 ADP, LLC 3-2 W008_ILT_WFN15V01_0921

Demonstration: Importing Employee Data for New Hires

We will now demonstrate the process of importing employee data for new hires. This

demonstration consists of four main parts:

Locate available reference materials

Review the import file

Import the data

Validate the imported data

Scenario

ABC Company has just finished hosting a recruiting event. As a result of this recruiting event,

the following new employees were hired:

Angelo Benton

Charles Fager

Charlie Bontempo

Frank Cavallo

Gary Barrow

Henry Damaska

Indira Gupta

James Townsend - Manager

John Fisher

Krista Volker - Manager

Margaret Albany - Manager

Marjorie Fitch

Mary Macgill

Michael Carson - Manager

Nick Karas

Patricia Conti

Peter Brown

Roberta Carney

All of the new hires will be paid through ADP Workforce Now.



2015-2017 ADP, LLC 3-3 W008_ILT_WFN15V01_0921

Activity: Importing Employee Data for New Hires, Part 1 - Locate Available Reference Materials

Starting Point: Process > Utilities > Import

Step Action

1 Select the Employees link from the left side of the page.

2 To display all of the Learning Bytes related to importing, click on the icon next to Import.

3 Select the Importing New Hires Learning Byte.

4 To display the online help available for importing, click on the icon next to Import.

5 Select the Import Employee Data link to learn more about it.

6 To locate the Importing Employee Data guide that you use as your primary reference while

preparing the import file, click the Support link located in the upper right corner of ADP

Workforce Now.

7 From the Support Center Resources section, select the Product Documentation link.

8 From the Importing Data Into ADP Workforce Now section, select Importing Employee Data.

Importing Employee Data.

9 To save a copy of this reference document to your local drive, click on the PDF and then click on

the Save icon. Name the file Importing Employee Data, and select Save.

Activity: Importing Employee Data for New Hires, Part 2 - Review the New Hire Import File

Step Action

1 Open the Importing Employee Data guide you just downloaded to your local drive.

2 Review and familiarize yourself with the contents of the chapter Setting Up for Employee

Import.

3 Review and familiarize yourself with the contents of chapter Understanding Employee Data

Import Files.

4 Open the WFN New Hire CSV employee data import file supplied by your instructor.

5 Verify that the header corresponds to the header information required as specified in the section

Data Import File Field Requirements for a New Hire.

5 Close the file without saving it in case you've mistakenly introduced changes.



2015-2017 ADP, LLC 3-4 W008_ILT_WFN15V01_0921

Activity: Importing Employee Data for New Hires, Part 3 - Import the File


Step Action

1 Select Employees.

2 Click the Add button.

3 Click Browse for Files.

Result: The File Upload window opens.

4 Click Add Files.

5 Select the CSV file your instructor created for importing new employees and then click Open.

6 Click Upload.

7 Click Done.

8 Select the import file.

9 Click Other Actions and select Start.

Activity: Importing Employee Data for New Hires, Part 4 - Validate the Imported Data

Starting Point: People > Employment > Employment Profile

Step Action

1 From the Employment Profile page, click the magnifying glass icon.

2 In the Search field, type Benton.

3 Verify that the information specified in the import file is displayed in the Position tile of the

employee's consolidated employment profile, and record the employee's Position ID. Copy and

paste it into a Notepad file.

4 Repeat steps 1 to 3 for Indira Gupta, Mary Macgill and Peter Brown. You will need the Position

ID for each of these employees for the next activity.

Record Position IDs

Employee Position ID

Angelo Benton

Indira Gupta

Mary Macgill

Peter Brown



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Demonstration: Importing Employees with Salary Increases

We will now demonstrate the process of importing employees with salary increases.

Scenario

Each new hire receives a performance review after three months of successfully performing at

ABC Company. To recognize and retain these high performers, a salary increase is granted with

each successful performance review. This year, the following new hires have exceeded

performance expectations and will receive a salary increase after their three month performance

review:

Angelo Benton

Indira Gupta

Mary Macgill

Peter Brown

Activity: Importing Employees with Salary Increases, Part 1 - Prepare the Import File

Step Action

1 Open the Employee Salary Increase Template.csv file with the following fields in the header:

Position ID

Change Effective On

Rate Type

Rate Amount

Standard Hours

Compensation Change Reason

2 Open the Importing Employee Data guide you downloaded to your local drive.

3 Enter the Position IDs you recorded for these employees from the previous activity.

4 Specify the current date for the Change Effective On field.

5 Search for Rate Type in the Importing Employee Data guide. Enter the appropriate Rate Type

for each employee based on the information contained in the guide.

6 Enter $3,000 as the Rate Amount for each employee:

7 Enter 40 for the Standard Hours field.

8 Select MER Merit for the Compensation Change Reason dropdown.

9 Save and close the CSV file.



2015-2017 ADP, LLC 3-6 W008_ILT_WFN15V01_0921

Activity: Importing Employees with Salary Increases, Part 2 - Import the File


Step Action

1 Select Employees.




4 Click Add Files.

5 Select the CSV file you just created for employee salary increases and then click Open.

6 Click Upload.

7 Click Done.



Activity: Importing Employees with Salary Increases, Part 3 - Validate the Imported Data


Step Action


2 In the Search field, type the name of an employee you just imported.

3 Verify that the salary increase specified in the import file for that employee is displayed on the

Regular Pay tile.

4 Repeat steps 1 to 3 for the other employees to verify the information.



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Demonstration: Handling Reporting Structure Changes

We will now demonstrate the process of handling reporting structure changes. There are two

options for this process:

Create an import file to process the reporting structure changes - We will use this option

for employees who will now report to James Townsend and Krista Volker.

Use the HR Mass Change feature through the menu in ADP Workforce Now - We will

use this option for employees who will now report to Margaret Albany.

Scenario

Several managers at ABC Company have been reassigned. The HR practitioner needs to update

ADP Workforce Now to reassign all affected employees to their new managers, as illustrated in

the following graphic:



2015-2017 ADP, LLC 3-8 W008_ILT_WFN15V01_0921

Activity: Handling Reporting Structure Changes, Option 1 - Importing, Part 1 - Record Position IDs of the New Managers and Employees


Step Action


2 In the Search field, type James Townsend.

3 Record the Position ID for James Townsend from the Position tile to be used in the import file.

4 Repeat steps 1 through 3 for Krista Volker.

5 Repeat steps 1 through 3 for all of the employees that currently report to Donald East and John

Dexter, as shown in the following graphic:



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Record Position IDs for Managers


Managers Position ID

James Townsend

Krista Volker

Record Position IDs for Employees


Employees Position ID

Anthony Albright

Samuel Barbato

Angelo Benton

Gary Barrow

Peter Brown

Roberta Carney

Patricia Conti

Marjorie Fitch



2015-2017 ADP, LLC 3-10 W008_ILT_WFN15V01_0921

Activity: Handling Reporting Structure Changes, Option 1 - Importing, Part 2 - Prepare the Import File

Step Action

1 Create a CSV file with the following fields in the header:

Position ID

Change Effective On

Reports To Position ID

Position Start Date

2 Open the Importing Employee Data guide you downloaded to your local drive, and search for the

information on each field specified.

3 Enter the appropriate data for all of the fields for each employee. You will need to refer back to

the recorded list of position IDs from the previous part of this activity

4 Save the CSV file using the correct file naming convention.

Activity: Handling Reporting Structure Changes, Option 1 - Importing, Part 3 - Import the File


Step Action

1 Select Employees.




4 Click Add Files.

5 Select the CSV file you just created for reporting structure changes and then click Open.

6 Click Upload.

7 Click Done.



Activity: Handling Reporting Structure Changes, Option 1 - Importing, Part 4 - Validate the Imported Data


Step Action


2 In the Search field, type the name of an employee you just imported.

3 Verify that the reports to information specified in the import file for that employee is displayed in

the Reports To: field on the Position tab.

4 Repeat steps 1 to 3 for two more employees to verify the information.



2015-2017 ADP, LLC 3-11 W008_ILT_WFN15V01_0921

Activity: Handling Reporting Structure Changes, Option 2 - Mass Change, Part 1 - Set Up Criteria for Mass Change

Starting Point: Process > HR > Mass Change

Step Action

1 For Step 1 Select Employees, select Reports To for the Field Name field.

2 For the Comparison field, select is equal to.

3 For the Field Value field, select Michael Carson.

4 Click Next.

Activity: Handling Reporting Structure Changes, Option 2 - Mass Change, Part 2 - Use Mass Change for one New Manager

Starting Point: Process > HR > Mass Change

Step Action

1 For Step 2 Select Field, select Reports To.

2 Click Next.

3 For the Action field, select Replace with new value and Even if value does not exist..

4 Select the current date as the Effective Date.

5 For the Value field, select the Change link. Select the new manager, and click OK.

6 Click Next.

7 For Step 3 Review Selections, verify that all of the employees to report to the new manager are

listed.

8 Click Next. A message prompts you to continue with this mass change.

Activity: Handling Reporting Structure Changes, Option 2 - Mass Change, Part 3 - Validate Mass Changes


Step Action

1 Select the magnifying glass icon.

2 In the Search field, type the names of one of the employees now reporting to Margaret Albany.

3 Verify that the Reports To: field displays Margaret Albany.



2015-2017 ADP, LLC 3-12 W008_ILT_WFN15V01_0921

Module 3 Summary


Use the Importing Employee Data guide to help you prepare an employee data import

file

Prepare an employee data import file for newly hired employees

Validate imported data for newly hired employees

Prepare an employee data import file for employees with salary increases

Validate imported data for employees with salary increases

Prepare an employee data import file when reporting structure changes

Validate imported data when reporting structure changes

Use the Mass Change feature in ADP Workforce Now to update reporting structure changes

Importing Data for

ADP Workforce Now®

Module 4: Importing Paydata


ES Canada


MODULE 4: IMPORTING PAYDATA

2015-2017 ADP, LLC 4-1 W008_ILT_WFN15V01_0921


Purpose

This module prepares you to work with some common scenarios you will encounter when

updating paydata.

Objectives


Use the Importing Paydata guide to help you prepare a paydata import file

Prepare a paydata import file for bonus payout in the current pay cycle

Validate imported data for bonus payouts in the current pay cycle

Prepare a paydata import file for employees with vacation time remaining to be paid

out at the end of the year

Validate imported data for employees with vacation time remaining to be paid out at

the end of the year

Identify the options for structuring a paydata import file



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Demonstration: Confirming Codes for Earnings in the Validation Tables

We will now demonstrate the process of confirming earnings codes in the Validation tables.

You need to know this information before setting up the paydata import files.

Scenario

ABC Company is almost ready to pay out bonuses and vacation pay. When setting up the

paydata import files for both these types of imports, an active earnings code for both of these

categories must be identified in the header file of the paydata import file.

Activity: Confirming Codes for Earnings in the Validation Tables

Starting Point: Setup > Tools >Validation Tables>Payroll

Step Action

1 From the Paydata category, select Hours & Earnings.

2 Locate and record the Earnings Code for Vacation. You will need this earnings code for an

activity in this module.

3 Locate and record the Earnings Code for Bonus. You will need this earnings code for an activity

in this module.

Record Codes for Earnings

Type of Earning Earnings Code

Vacation

Bonus



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Demonstration: Importing Bonuses

We will now demonstrate the process of importing bonuses.

Scenario

ABC Company awards quarterly bonuses to employees nominated by their peers as the person

they'd most like to work with. All employees receive an anonymous ballot. They use this ballot

to vote for the employee they'd most like to work with. When the votes are tallied, the top four

nominated employees receive bonuses. For this quarter, the following employees will receive a

bonus of $500:

Angelo Benton

Gary Barrow

Roberta Carney

Marjorie Fitch

The bonus payout will be awarded on the current open pay cycle.

Activity: Importing Bonuses, Part 1 - Locate Available Reference Materials


Step Action

1 Select the Paydata link from the left side of the page.

2 To display all of the Learning Bytes related to importing, click on the icon next to Import.

3 Select the Importing Paydata Learning Byte.

4 To display the online help available for importing, click on the icon next to Import.

5 Select the Import Paydata link.

6 To locate the Importing Paydata Guide that you use as your primary reference while preparing

the import file, click the Support link located in the upper right corner of ADP Workforce Now.

7 From the Support Center Resources section, select the Product Documentation link.

8 From the Importing Data Into ADP Workforce Now section, select Importing Paydata.

9 To save a copy of this reference document to your local drive, click on the PDF and then click on

the Save icon. Name the file Importing Paydata, and select Save.



2015-2017 ADP, LLC 4-4 W008_ILT_WFN15V01_0921

Activity: Importing Bonuses, Part 2 - Populate the Paydata Import File

Step Action

1 Open the Importing Paydata guide you just downloaded to your local drive.

2 Open the CSV file supplied by your instructor. Verify that the following headers are included in

the file:

Position ID

Payment Type

Description

Earnings Code

Earnings Value

3 Enter the Position IDs you recorded for:

Angelo Benton

Gary Barrow

Roberta Carney

Marjorie Fitch

4 In the Importing Paydata guide, find Payment Type.

5 Enter CP for the Payment Type field.

Note: Although it's a bonus payout, it is being paid out in the current open pay cycle so the

payment type must be CP.

5 Enter Qtr Bonus for the Description field.

6 Enter 500 for the Earnings Value field.

7 Save the file.

Activity: Importing Bonuses, Part 3 - Import the File


Step Action

1 Select Paydata.




4 Click Add Files.

5 Select the EPIJFU4CP.csv you just created for paydata and then click Open.

6 Click Upload.

7 Click Done.





2015-2017 ADP, LLC 4-5 W008_ILT_WFN15V01_0921

Activity: Importing Bonuses, Part 4 - Validate the Imported Data

Starting Point: Process > Payroll > Verify Input

Step Action

1 Process the current pay cycle before validating the imported data.

2 Click the Payroll Overview action icon.

3 Expand the Payments and Adjustments section.

4 To verify the information you just imported, select Bonus Pay.



2015-2017 ADP, LLC 4-6 W008_ILT_WFN15V01_0921

Demonstration: Importing Vacation Pay

We will now demonstrate the process of importing vacation pay.

Scenario

At the beginning of December, HR of ABC Company confirms with all managers that

employees have taken or will take all vacation allotted to them by December 31. For those

employees that are unable to take all of their vacation time, they receive a vacation payout for

the last pay cycle of the year. ABC Company pays its employees every 15th and 30th of the

month so the last pay cycle is December 30. The following employees need to be paid out for

vacation time remaining:

Angelo Benton

Indira Gupta

Mary Macgill

Peter Brown

This payout will occur in the current open pay cycle, which for demonstration purposes is

assumed to be December 30

Activity: Importing Vacation Pay, Part 1 - Prepare the Import File

Step Action

1 Open the CSV file supplied by your instructor.

2 Verify that the following fields are contained in the header:

Position ID

Payment Type

Description

Earnings Code

Earnings Value

3 Enter the Position IDs you recorded for:

Angelo Benton

Indira Gupta

Mary Macgill

Peter Brown

4 For Payment Type, enter CP.

5 For Description, enter Vacation Pay Out.

5 For Earnings Code, enter 16.

6 For Earnings Amount, enter the following number of hours for each employee:

Angelo Benton = 8 hours

Indira Gupta = 24 hours

Mary Macgill = 16 hours

Peter Brown = 8 hours

8 Save and close the file.



2015-2017 ADP, LLC 4-7 W008_ILT_WFN15V01_0921

Activity: Importing Vacation Pay, Part 2 - Import the File


Step Action

1 Select Paydata.




4 Click Add Files.

5 Select the EPIJFU4vp.csv you just created for vacation pay and then click Open.

6 Click Upload.

7 Click Done.



Activity: Importing Vacation Pay, Part 3 - Validate the Imported Data

Starting Point: Process > Payroll > Verify Input

Step Action

1 Process the current pay cycle before validating the imported data.

2 Click the Payroll Overview action icon.

3 Expand the Payments and Adjustments section.

4 To verify the information you just imported, select Current Pay, and select the batch you just

imported to validate the data.



2015-2017 ADP, LLC 4-8 W008_ILT_WFN15V01_0921

Options for Structuring a Paydata Import File

When you structure a paydata import file, these are the available options.

Use a single Payment Type in the import file

Combine various payment types in a single file

The following graphic shows a sample Bonus Pay import file:

When using the Bonus Pay payment type, the fields Earnings Code and Earnings Amount are

required in the header.

The following graphic shows a sample Vacation Pay import file, which is designated as a

Current Pay payment type:

The Current Pay payment type requires the fields Earnings Code and Earnings Value in the

header.

If you were to combine both of these payment types in a single paydata import file, you would

need to leave the field for Earnings Value blank for Bonus Pay, and leave the field for Earnings

Amount blank for Vacation Pay, as shown in the following graphic:

Always refer to the Importing Paydata Guide for information on the fields required in the

import file header.



2015-2017 ADP, LLC 4-9 W008_ILT_WFN15V01_0921

Module 4 Summary


Use the Importing Paydata guide to help you prepare a paydata import file

Prepare a paydata import file for bonus payouts

Validate imported data for bonus payouts in the current pay cycle

Prepare a paydata import file for employees with vacation time remaining to be paid

out at the end of the year

Validate imported data for employees with vacation time remaining to be paid out at

the end of the year

Identify the options for structuring a paydata import file

Importing Data for

ADP Workforce Now®

Module 5: Validating Your Imported Data


ES Canada


MODULE 5: VALIDATING YOUR IMPORTED DATA

2015-2017 ADP, LLC 5-1 W008_ILT_WFN15V01_0921


Purpose

This module shows you how to troubleshoot common problems you may find with employee

and paydata import files.

Objectives


Use the import log files for troubleshooting

Correct some common problems you may find with data import files



2015-2017 ADP, LLC 5-2 W008_ILT_WFN15V01_0921

Verifying Your Imported Data

Overview

After the import, you verify that the data imported as expected. You may also need to

troubleshoot any errors or warnings that occurred. Verifying data is the final stage of the data

import process.

Troubleshooting Errors and Warnings

Overview

Errors and warnings are generated when data is incomplete or invalid. If errors occurred, the

import file status will display as Completed with Errors. The following example shows this

status:

To display the log and view details about the errors, click the filename.



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Import Error Example

The following example of an import log contains error messages:



2015-2017 ADP, LLC 5-4 W008_ILT_WFN15V01_0921

Types and Descriptions

The following table describes and provides examples of errors and warnings:

Type Description Impact Example

Error Occurs when data is

incomplete or invalid

The record that caused the

error is rejected, and none of

the data in that record is

imported.

A digit is missing from an

employee's Position ID.

Warning Occurs when data that is being

imported may impact other

areas in ADP Workforce Now

The record is imported, but

your follow-up is required.

An employee is moving to

another province. Because

the move may have tax

implications, you will need

to perform an employee

transfer.


For more information on troubleshooting import file errors, refer to the appropriate Import

guides as follows.

Import Feature & Guide Chapter Number

Employee Data Import,Importing

Employee Data guide

Chapter 8: Troubleshooting

Employee Data Import

Paydata Import, Importing

Paydata guide


Paydata Import

Validation Table Data, Importing

Validation Table Data guide


Table Data Import



2015-2017 ADP, LLC 5-5 W008_ILT_WFN15V01_0921

Demonstration: Interpreting Information in the Import Log

We will now demonstrate how to interpret information found in the import log file so that you

can correct import errors. Review the following scenarios and, in each case, identify the issue

and the best method for correction. Use the space provided to record your answers.

Scenario 1 - Employee Data

You tried to import employee changes, but errors occurred, as shown in the following graphic:



2015-2017 ADP, LLC 5-6 W008_ILT_WFN15V01_0921

Scenario 1 (Continued)

The following is the employee data import file that you tried to import:

What caused the errors, and what is the resolution?

_____________________________________________________________________

_____________________________________________________________________

Tip

When you are importing employee changes, if you encounter the error "The value for the field

Is Paid By WFN is required to import A New Hire," check the Position ID to ensure that it

matches that of an existing employee. If it does not match, ADP Workforce Now assumes that

the record is a new hire and will reject the record because it does not include the fields required

for importing new hires.



2015-2017 ADP, LLC 5-7 W008_ILT_WFN15V01_0921

Scenario 2 - Paydata

You tried to import paydata, but errors occurred, as shown in the following graphic:

The following is the paydata import file that you tried to import:

What caused the error, and what is the resolution?

_____________________________________________________________________

_____________________________________________________________________



2015-2017 ADP, LLC 5-8 W008_ILT_WFN15V01_0921

Activity: Correcting Importing Errors

Here are the scenarios you will review on your own. Look at the import file along with the

import log file that is generated for clues on how to fix the issue.

Scenario 1 - Employee Data

All employees in the Sales department have been issued new cell phones. You need to import

the new phone numbers for these employees.

Import File

The following illustrates the data that is included in the import file:

Note: The company code shown in the Position ID field above may differ from the one assigned

to you.

Instructions

Step Action

1 Import the EMPS2cccc.CSV file to ADP Workforce Now.

2 Check the log file, and navigate to the appropriate page or pages to validate the imported data.



2015-2017 ADP, LLC 5-9 W008_ILT_WFN15V01_0921

Scenario 2 – Paydata

Your offshore location has sent you their pay information for this pay period. You need to

import this as a Current Pay batch.

Import File

The following illustrates the data that is included in the import file:

Note: The company code shown above may differ from the one assigned to you.

Instructions

Step Action

1 Start the pay cycle for Geneva Entertainment.

Step Action

1 Select Process > Payroll > Start New Cycle.

2 Select Geneva Entertainment and click Start.

2 Import the EPIccccS3.CSV file to ADP Workforce Now.

3 Check the log file, and navigate to the appropriate page or pages to validate the imported data.

Tip

If your Import page displays Not Ready to Run in the Exclusions column, your paydata import

file is uploaded but cannot be imported because the pay cycle has not been started. Once you

start the pay cycle and return to this page, the Status column will display Completed.



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Practice Login Information

Record your login information here: ______________________________________________

Record your four-character company code here: ____________________________________

Activity Results: Correcting Importing Errors

Refer participants to the handout manual.

Scenario 1 Results




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Scenario 1 Results (Continued)




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Scenario 2 Results




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Scenario 2 Results (Continued)




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Debrief

We have now completed this module so let's take a moment to review what we have

learned and see how these features can be beneficial back on the job.

Describe the available data update methods.

What are the important things to remember about importing data, no

matter which data type you are importing?

How will you be able to use importing data on the job?

Module 5 Summary

Review the slide contents.

Importing Data for ADP Workforce Now®

Course Closing


ES Canada

2015-2017 ADP, LLC 1-1 W008_ILT_WFN15V01_0921

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

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

2015-2017 ADP, LLC 1-2 W008_ILT_WFN15V01_0921

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/

2015-2017 ADP, LLC 1-3 W008_ILT_WFN15V01_0921

ADP 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

In this course, you learned how to update data in ADP Workforce Now® after your ADP

Implementation Specialist has completed the initial importing process (referred to as the data

conversion process). It describes the available methods for updating data, including importing

in batch, focusing on employee and paydata.

Course Objectives

You are now able to:

Describe importing and the available import methods and types at a high level

Prepare the Data Import File

Import Employee Data

ImportPaydata

Troubleshoot and verify imported Data

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.

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