Custom Reporting Advanced Filtering for ADP …

1 Custom Reporting Advanced Filtering for ADP Workforce Now Automatic Data Processing, LLC ES Canada ADP s Trademarks The ADP Logo, ADP, ADP Workforce Now and IN THE BUSINESS OF YOUR SUCCESS are registered trademarks of ADP, LLC Third-Party Trademarks Global Crossing and Ready-Access are registered trademarks of Global Crossing Holdings, Ltd. in the United States and other countries. Microsoft, Excel, and Word are registered trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks and service marks are the property of their respective owners. 2015 ADP, LLC and its licensors. All rights reserved. Custom Reporting Advanced Filtering FOR ADP WORKFORCE NOW 2015 ADP, LLC iii W005_ILT_WFN80V01_0415 Contents Course Introduction Course Purpose .. 1 Course Objectives .. 1 Course Agenda .. 2 Module 1: Exploring Filtering Further Module 1 Overview.

2 1- 1 Review: Custom Reports .. 1- 2 Advanced Filters .. 1- 2 Importance of Parentheses .. 1- 3 Activity: Defining a Filter .. 1- 4 Activity: Determining Correct Advanced Filter .. 1- 5 Activity: Training with ADP Learning Bytes .. 1- 6 Activity: Creating a Report with and Advanced Filter .. 1- 8 Operators and Descriptions .. 1- 10 Module 2: Runtime Filters Module 2 Overview .. 2- 1 Examples .. 2- 1 Activity: Creating a Runtime Filter .. 2- 2 Add/Edit Window Elements and Descriptions .. 2- 4 Module 3: Course Closing Support After Class .. 3- 1 Additional Resources .. 3- 1 ADP Client Service Centre .. 3- 2 Workforce Now Support Centre .. 3- 3 The Bridge .. 3- 4 Course Closing .. 3- 5 Summary .. 3- 5 Course Objectives .. 3- 5 Training Evaluatiion .. 3- 5 Custom Reporting Advance Filtering for ADP Workforce Now Course Introduction Automatic Data Processing, LLC ES Canada Custom Reporting ADVANCE Filtering FOR ADP WORKFORCE NOW COURSE INTRODUCTION 2015 ADP, LLC 1 W005_ILT_WFN80V01_0415 Course Introduction Course Purpose This course prepares you to create Advanced filters for your Custom reports.

3 Course Objectives Creating filters with varying degrees of complexity to narrow your report results to only those records of interest to you Using various operators and statements Using runtime filters Create more Advanced filters Custom Reporting ADVANCE Filtering FOR ADP WORKFORCE NOW COURSE INTRODUCTION 2015 ADP, LLC 2 W005_ILT_WFN80V01_0415 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 works together to create a complete solution. In addition ADP provides three different online resource tools that are designed to support your learning after class. During this course you will explore the following topics: Modules Topics Module 1: Exploring Filtering Further Advanced Filters Overview Operators and Descriptors Module 2: Runtime Filters Runtime Filters Overview Custom Reporting Advanced Filtering for ADP Workforce Now Module 1: Exploring Filtering Further Automatic Data Processing, LLC ES Canada Custom Reporting ADVANCE Filtering FOR ADP WORKFORCE NOW MODULE 1: EXPLORING Filtering FURTHER 2015 ADP, LLC 1-1 W005_ILT_WFN80V01_0415 Review: Custom Reports 1.

4 What are the differences among standard, sample, and Custom reports? 2. Which of the following Report wizard steps are required when creating a Custom report? Select all that apply. a. Step 1 Name Your Report b. Step 2 Select Fields c. Step 3 Select Sort Order d. Step 4 Specify Totals e. Step 5 Select Format f. Step 6 Add Filters g. Step 7 Run a Report 3. What is the purpose of Filtering ? 4. What are the three components of a filter? 5. What filter would you create to include only active employees on a report? Custom Reporting ADVANCE Filtering FOR ADP WORKFORCE NOW MODULE 1: EXPLORING Filtering FURTHER 2015 ADP, LLC 1-2 W005_ILT_WFN80V01_0415 Exploring Filtering Further Overview You can create filters with varying degrees of complexity to narrow your report results to only those records of interest to you. You can create basic filters (such as Home Department Description= Marketing) or Advanced filters. Advanced Filters Overview Advanced filters may use more than one criterion, logical values such as AND or OR, and parentheses.

5 Example You need a report of all salaried employees who earn at least $50,000 a year. These are the fields selected for the report: First Name, Last Name, Annual Salary, Regular Pay Description, and Home Department Description. To determine the filter to use, ask yourself the following questions: Question Answer On which field would you need to filter? What sort of operator would you need? What other criterion do you need to define? How would you combine these two criteria? What would happen if you used an OR instead? What if you wanted to filter for only salaried employees earning at least $50,000 in a certain department? How would you change the filter? Custom Reporting ADVANCE Filtering FOR ADP WORKFORCE NOW MODULE 1: EXPLORING Filtering FURTHER 2015 ADP, LLC 1-3 W005_ILT_WFN80V01_0415 Importance of Parentheses As in mathematic statements the Parentheses play a key role in defining each statement and which statements will be analyzed first.

6 Example 2 x 2 + 3 = 4 + 3 = 7 2 x (2 + 3) = 2 x 5 = 10 Note: AND will act as parentheses; however it is a good idea to use parentheses at all times to ensure that you receive the desired results. Custom Reporting ADVANCE Filtering FOR ADP WORKFORCE NOW MODULE 1: EXPLORING Filtering FURTHER 2015 ADP, LLC 1-4 W005_ILT_WFN80V01_0415 Activity: Defining a Filter Instructions Given the following scenarios, determine what filter you might create: Scenario Filter You would like a report that lists every active employee with an annual salary of at least $75,000. You created a report listing each employee's schedule. The report includes employees' names, their times in, and their times out. The Time In and Time Out fields include the date, as well as start and end times. You would like to review only those employees scheduled to work between March 1 and March 6. The new VP would like a report listing the birthdays of employees who live in Ontario or Quebec with more than five years of service.

7 Important Information Keep in mind that AND acts like parentheses. Custom Reporting ADVANCE Filtering FOR ADP WORKFORCE NOW MODULE 1: EXPLORING Filtering FURTHER 2015 ADP, LLC 1-5 W005_ILT_WFN80V01_0415 Activity: Determining the Correct Advanced Filter Scenario, Part 1 Your manager would like a report of all employees in Home department Code 000010 or Home department Code 000020 who have been with the company for at least 10 years. Your manager plans to present them with an award for their years of hard work with the company. Instructions, Part 1 Select the filter that would provide you with the desired results: a. Home Department Code= 000010 OR Home Department Code= 000020 OR Years of Service >=10 b. Home Department Code= 000010 OR Home Department Code= 000020 AND Years of Service >= 10 c. Home Department Code= 000010 AND Home Department Code= 000020 AND Years of Service >=10 d. (Home Department Code= 000010 OR Home Department Code= 000020) AND Years of Service >= 10 e.

8 (Home Department Code= 000010 AND Home Department Code= 000020) AND Years of Service >=10 Custom Reporting ADVANCE Filtering FOR ADP WORKFORCE NOW MODULE 1: EXPLORING Filtering FURTHER 2015 ADP, LLC 1-6 W005_ILT_WFN80V01_0415 Scenario, Part 2 For the purpose of a proposed cost of living increase, you would like a report listing all salaried employees earning less than $50,000 a year as well as all hourly employees earning less than $15 an hour. Instructions, Part 2 Select the filter that would provide you with the desired results: a. Regular Pay Rate Description = Salary AND Annual Salary < 50000 OR Regular Pay Rate Description = Hourly AND Regular Pay Rate Amount < 15 b. Regular Pay Rate Description = Salary OR Annual Salary < 50000 OR Regular Pay Rate Description = Hourly OR Regular Pay Rate Amount < 15 c. (Regular Pay Rate Description = Salary AND Annual Salary < 50000) OR (Regular Pay Rate Description = Hourly AND Regular Pay Rate Amount < 15) d.

9 (Regular Pay Rate Description = Salary AND Annual Salary < 50000) AND (Regular Pay Rate Description = Hourly AND Regular Pay Rate Amount < 15) e. (Regular Pay Rate Description = Salary OR Regular Pay Rate Description = Hourly) AND (Annual Salary < 50000 OR Regular Pay Rate Amount < 15) Best Practice It is a good idea to use parentheses at all times to ensure that you get your intended results. Custom Reporting ADVANCE Filtering FOR ADP WORKFORCE NOW MODULE 1: EXPLORING Filtering FURTHER 2015 ADP, LLC 1-7 W005_ILT_WFN80V01_0415 Activity: What Can You Get Done in 2 Minutes? Training with ADP Learning Bytes Review 1. Which step of the Report wizard do you select to create Advanced filters? 2. You need to click Add after you create a filter statement in the Report wizard. Select True or False. a. True b. False Custom Reporting ADVANCE Filtering FOR ADP WORKFORCE NOW MODULE 1: EXPLORING Filtering FURTHER 2015 ADP, LLC 1-8 W005_ILT_WFN80V01_0415 Activity: Creating a Report with an Advanced Filter Scenario For the purpose of a proposed cost of living increase, you would like to create a report and then filter the report to display only salaried employees earning less than $50,000 a year or hourly employees earning less than $15 an hour.

10 Log in as a Practitioner. Instructions, Part 1 Creating the Report Starting Point: Reports > Custom Reports > Set Up New Step Action 1 In the Report Name field, enter Pay Report. Tab to the Report Title field for it to be automatically populated. Click Next. 2 In the Find Fields list, expand the Common Fields folder, select the following fields one by one and then click the Add Selected right arrow button: First Name Last Name 3 In the Find Fields list, expand the Pay Rates folder. Expand the Regular Pay folder, select the following fields one by one and then click the Add Selected right arrow button : Regular Pay Rate Description Regular Pay Rate Amount Annual Salary 4 Click Next. 5 In the Unmatched Records window, accept the default radio button, and click OK. Custom Reporting ADVANCE Filtering FOR ADP WORKFORCE NOW MODULE 1: EXPLORING Filtering FURTHER 2015 ADP, LLC 1-9 W005_ILT_WFN80V01_0415 Instructions, Part 2 Creating the Filter Step Action 1 On the Report wizard menu, click Step 6 Add Filters.