What’s New in Payroll - Learning StreamB6857CF5-9810-4EC3-B61D...Technical Assistance Microsoft...

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Copyright © 2013–2015 ADP, LLC

What’s New in Payroll

Handout Manual

ADP Workforce Now

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What’s New in Payroll for ADP Workforce Now

What’s New in Payroll for ADP Workforce Now

3Copyright © 2013–2015 ADP, LLC

Navigating Live Meeting


Feedback

Use the Feedback menu to provide feedback to the instructor.

The color of the box beside your name in the Attendees list indicates your selection.


Questions and Answers

If you need to communicate with the instructor, enter your question in the Questions and Answers pane and click Ask.


Agenda

Introduction

The Payroll Cycle Page

Starting the Payroll Cycle

Entering New Hires and Employee Changes

Entering Paydata and Verifying Input

Calculating, Previewing, and Finalizing Your Payroll

Manual Checks

Course Closing


The Payroll Cycle Page

Overview

In this topic, we will discuss the enhancements to the Payroll Cycle page.


What Do You Think? Steps in the Current Payroll Cycle

How many steps are on the current payroll cycle?

a. 5

b. 6

c. 7

d. 8


Changes to the Payroll Cycle Page

The new Verify Input step allows you to verify your entries at a glance before you calculate your payroll.

The Create Payroll File and Submit Files for Processing steps are now combined into a single step, Calculate Preview Payroll.


The Process Menu versus the People Menu

Use the People menu to update individual employees’ records. Use the Process menu to perform activities related to processes.


Starting the Payroll Cycle

Overview

In this topic, we will discuss how to start the payroll cycle for a single company code or for multiple company codes.


How to Start a New Payroll Cycle

Select Process > Payroll > Start New Cycle to start the cycle for one or more company codes.


How to Start a New Payroll Cycle (continued)

Learning Byte Available

Click (options) to select a different company code.

Select Process > Payroll > Payroll Cycle to access the payroll cycle and start the cycle for a single company code.


Learning Bytes

Learning Bytes icon from within ADP Workforce Now

Just-in-Time Learning link from the Support window


Entering New Hires and Employee Changes

Overview

In this topic, we will discuss adding new hires and entering employee changes.


Adding New Hires


Starting Point: Process > Payroll > Payroll Cycle


Entering Employee Changes

Learning Bytes Available


Using the People Menu to Access Other Pages



Selecting Another Employee


What Do You Think? Local Tax Codes Lookup

Does your company assign local tax codes to any of your employees?

a. Yes

b. No

c. I’m not sure.


Local Tax Codes Lookup

You can find or verify a local tax code, and verify that an address is accurate and complete to return applicable tax codes.

Starting Point: People > Pay > Tax Withholdings > Local > Add > Local Tax Codes Lookup


Effective-Dated Records

Use the Show As Of field to display information as of the past, present, or future date you enter.


Effective-Dated Records (Continued)

Click a reference point in the effective dating timeline to display the appropriate record.

24

What Questions Do You Have?



Entering Paydata and Verifying Input

Overview

In this topic, we will discuss entering paydata and verifying input.


Entering Paydata

Learning Byte Available1

3


Entering Paydata (Continued)


Paydata batches are the same as what you are used to seeing today.


Retaining and Archiving Paydata Batches

Learning Bytes AvailableYou can still archive paydata batches that you use periodically. You then copy the archived batch for a particular pay period.

You can retain paydata batches that you use every pay period so that you do not need to recreate them each pay period. They will be automatically available to you the next pay period.

You can also select to automatically populate standard hours or salary information for your Automatic Pay employees when you retain a batch.


Verifying Input



Verify Input Views Versus Standard Reports

Verify Input Views Standard Reports

Accessed from the Payroll Cycle page Accessed from Reports > Standard Reports

Contain the latest updates in real time Contain information as of the time the report was run

Available at any time, and can be exported

Can be printed and exported at any time

Limited to the selected current company code

Can contain multiple company codes on one report


Review: The Payroll Cycle

32




Calculating, Previewing, and Finalizing Your Payroll

Overview

In this topic, we will discuss calculating and submitting your payroll, as well as previewing and finalizing your payroll information.


What Do You Think? Submit Payroll for Processing

Which of the payroll cycle steps would you click to submit your payroll files to ADP for processing?

a. Start New Cycle

b. Add New Hires

c. Enter Employee Changes

d. Enter Paydata

e. Verify Input

f. Calculate Preview Payroll

g. Preview Results


Calculating Preview Payroll


1

2

3


Calculating Preview Payroll (Continued)

You can also calculate the preview payroll right from the Verify Paydata Batch Totals page, if you are done entering batches and are comfortable with all of your entries.


Using Preview Results


Standard Preview and Real-Time Preview

Task Standard Preview Real-Time Preview

Submitting and receiving the preview payroll

You send the payroll file to ADP, and ADP makes it available again for you to preview.

Your calculated payroll information is returned in real time—in seconds.

Reviewing payroll results

You review Preview Payroll information as separate PDF reports.

Online views allow you to do thefollowing:

View payroll summary information, detailed results, and correction notices.

Expand and collapse categories of information as needed.

Click on message and warning links in the context of the report information.

Export information.

Making corrections You reject the payroll, submit the changes, and wait for the recalculation.

You click Make Corrections, make your updates, and instantly view the results.


Preview Results: Standard Preview


All other Standard Preview tasks remain unchanged.

Reject has been changed to Make Corrections.

Previous Version

New Version


Preview Results: Real-Time Preview



Viewing Messages on the Preview Results Page


Making Corrections

You can view correction notices to identify errors in a payroll. Click Make Corrections to address the errors.


Accepting and Finalizing the Payroll

Starting Point: Process > Payroll > Payroll Cycle > Preview Results

44




Manual Checks

Overview

In this topic, we will discuss the enhancements to manual checks.


What Do You Think? Creating Manual Checks

How often do you create manual checks?

a. Every pay period

b. At least once a month

c. At least once a quarter

d. Rarely

e. Never


Accessing QuickCalc or Manual Checks Pages


Creating Manual Checks Using QuickCalc

Selecting multiple employees and auto-populating requests will save you a lot of time if you are entering numerous of QuickCalc or manual check requests at once.


Creating Manual Checks Using QuickCalc (continued)

Select Input to enter request information, or Results to review calculated results.

The working list enables the you to easily move between multiple requests, submit multiple requests for calculation, and save multiple requests as manual checks.

Calculate & Next will submit this employee’s QuickCalc request to ADP for processing and move you to the next employee record in the working list.



Creating Manual Checks without QuickCalc


The Gross to Net Summary section will reflect your entries, giving you an up-to-the-minute view of the check totals.

You can easily add another distribution to this check.

If this check contains multiple distributions, you can view each here.

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Key Points to Remember

The new design of ADP Workforce Now allows you to quickly and accurately complete your payroll tasks.

You can select the Verify Input step to create an up-to-the-minute snapshot view of your data at any point during the payroll cycle.

You can create manual checks and QuickCalc requests for multiple employees at one time.


Additional Resources

For more information about payroll tasks, see the following resources:

ADP Workforce Now News page

Online Help

ADP Support Center

Payroll Cycle Quick Reference Card (available on the ADP Support Center, by accessing Support > Support Center Web Site > Payroll > Documents > Quick References)

Learning bytes (available at https://support.adp.com/basic/cr/matraining/sims/wfn/80901/80901coursemenu.htm)


Additional Resources (continued)

For more information about some of the topics mentioned in this session, attend the following courses:

What’s New in Company and Employee Maintenance forADP Workforce Now Using Time Off for ADP Workforce NowWhat’s New in Reporting for ADP Workforce Now Creating Manual Checks in ADP Workforce Now Importing Data in ADP Workforce Now or Importing Data in

ADP Workforce Now for Enhanced Time and Attendance

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