Custom Reporting Basics for ADP Workforce Now

1 Custom Reporting Basics 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 Basics FOR ADP Workforce NOW 2015 ADP, LLC iii W8004_ILT_WFN80V01_0415 Contents Course Introduction Course Purpose.

2 1 Course Objectives .. 1 Course Agenda .. 2 Module 1: Exploring Custom Reports Module 1 Introduction .. 1- 1 Exploring Custom Reports .. 1- 2 What are the differences among Standard, Sample and Custom Reports? .. 1- 4 Demonstration: Running a Sample Report .. 1- 7 Demonstration: Modifying a Sample Report .. 1- 8 Navigation between the Report Tabs .. 1- 10 Demonstration: Working with the ADP Learning Bytes .. 1- 11 Demonstration: Running a Sample Report .. 1- 12 Activity Results: Running a Sample Report .. 1- 14 Module 1 Summary .. 1- 15 Module 2: Planning and Creating Custom Reports Module 2 Introduction .. 2- 1 Planning and Creating a Custom Report .. 2- 2 Demonstration: Planning and Creating a Custom Report.

3 2- 3 Demonstration: Creating and Running a Simple Report .. 2- 4 Effective-Dated fields .. 2- 6 Demonstration: Assessing Your Reporting Needs .. 2- 7 Building More Robust Reports .. 2- 9 Demonstration: Sorting and Including Totals in Reports .. 2- 10 Demonstration: Building a Custom Report .. 2- 12 Activity Results: Building a Custom Report .. 2- 14 Formatting Reports .. 2- 15 Demonstration: Formatting and Running a Report .. 2- 16 What is Filtering .. 2- 18 Demonstration: Filtering a Report .. 2- 19 Demonstration: Formattting and Filtering a Report .. 2- 21 Activity Results: Formattting and Filtering a Report .. 2- 24 Module 2 Summary .. 2- 25 Knowledge Check .. 2- 26 Custom Reporting Basics FOR ADP Workforce NOW 2015 ADP, LLC iv W8004_ILT_WFN80V01_0415 Course Closing Support After Class.

4 3- 1 ADP Client Service Centre .. 3- 2 ADP Workforce Now Support Centre .. 3- 3 The Bridge .. 3- 4 Course Closing .. 3- 5 Custom Reporting Basics for ADP Workforce Now Course Introduction Automatic Data processing , LLC ES CanadaCUSTOM Reporting Basics FOR ADP Workforce NOW COURSE INTRODUCTION 2015 ADP, LLC 1 W8004_ILT_WFN80V01_0415 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 Custom Reporting Basics for ADP Workforce Now . Course Objectives Upon completion of this course, participants will be able to: Explore Custom Reports Use Sample Reports Plan and Create Custom Reports Build More Robust Reports Custom Reporting Basics FOR ADP Workforce NOW COURSE INTRODUCTION 2015 ADP, LLC 2 W8004_ILT_WFN80V01_0415 Course Agenda During this course, we will explore several topics.

5 Each topic and module within the ADP Workforce Now training is 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 the modules 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. During this course, you will explore the following topics: Modules Topics Module 1: Exploring Custom Reports What are the differences among Standard, Sample and Custom Reports? Using Sample Reports Unmatched Records Guided Practice: Modifying a Sample Report Modifying a Copied Report Practice: Running a Sample Report Module 2: Planning and Creating Custom Reports Planning a Report Guided Practice: Creating and Running a Simple Custom Report Public versus Private Reports Effective-Dated fields Learning Activity: Sample or Custom reports?

6 Building More Robust Reports Guided Practice: Sorting and Including Totals in Reports Practice: Building a Custom Report Exploring Formatting Reports Guided Practice: Formatting and Running a Report What is Filtering Guided Practice: Filtering a Report Custom Reporting Basics for ADP Workforce Now Module 1: Exploring Custom Reports Automatic Data processing , LLC ES Canada Custom Reporting Basics FOR ADP Workforce NOW MODULE 1: EXPLORING Custom REPORTS 2015 ADP, LLC 1-1 W8004_ILT_WFN80V01_0415 Module 1 Introduction Purpose This module prepares you to use Custom Reports, as well as giving you hands on experience to modify and run a report. Objectives Upon completion of this module, you will be able to: Define Custom Reports and what you can do with Custom Reports Identify the differences between Standard, Sample and Custom Reports Work with sample reports, including modifying, running and working with a copy of a sample report Custom Reporting Basics FOR ADP Workforce NOW MODULE 1: EXPLORING Custom REPORTS 2015 ADP, LLC 1-2 W8004_ILT_WFN80V01_0415 Exploring Custom Reports What Is Custom Reports?

7 Overview Custom Reports is an ad hoc Reporting tool that enables you to choose the fields to include in your reports. You can create your own fields, such as those used to project salary increases. Custom Reports also enables you to rearrange columns, rename column headings, and apply various formatting options to your reports. You can schedule your reports to run at specified times or on a regular recurring schedule. You can create an unlimited number of reports, which you can view in several different formats. Example 1 Custom Reporting Basics FOR ADP Workforce NOW MODULE 1: EXPLORING Custom REPORTS 2015 ADP, LLC 1-3 W8004_ILT_WFN80V01_0415 Example 2 Example 3 Custom Reporting Basics FOR ADP Workforce NOW MODULE 1: EXPLORING Custom REPORTS 2015 ADP, LLC 1-4 W8004_ILT_WFN80V01_0415 What Are the Differences between Standard, Sample, and Custom Reports?

8 Overview ADP Workforce Now includes various types of reports to meet your different needs. Report data is categorized into files that are displayed in the Report Wizard when you select fields for your Custom report, as shown in the following graphic: Report data files usually contain multiple secondary files, and the available fields for the reports are available within these files, as shown in the following graphic: This icon indicates a Report data file. This icon indicates available fields within the Report data file. Custom Reporting Basics FOR ADP Workforce NOW MODULE 1: EXPLORING Custom REPORTS 2015 ADP, LLC 1-5 W8004_ILT_WFN80V01_0415 Types and Descriptions Type Description Standard reports Predefined reports that are read-only.

9 You can run them but cannot customize, nor create copies to customize Sample reports A predefined collection of reports that are read-only Custom reports Reports that you can design from scratch using available Reporting fields, or you can create a copy of any of the sample reports and then edit the copy to meet your specific Reporting needs Examples Standard report example: A Payroll practitioner wants to quickly view the payroll information regarding bonus pay before sending it to ADP for processing . He uses the standard report Paydata Summary with a predefined group of fields to quickly view the desired information. Sample report example: An HR practitioner w ants a report listing all new hires.

10 She runs the New Hire sample report, which includes payroll company code, payroll name, associate ID, hire date, rehire date, length of service, job title description, hire source description and education level description. Custom report example: The HR practitioner needs additional information than the sample report includes, so she copies the New Hire sample report and customizes it to include the employees' departments. Important Information The standard and sample reports available to you depend on which modules your company has selected. Additional Resources For more information on Standard Reporting , refer to online Help and the following two courses: Payroll for ADP Workforce Now and Maintaining Employee Information for ADP Workforce Now.