Workforce Now v6.0 Org Readiness Training Plan April 12, 2014 Projects & PWR Release Welcome to the Workforce Now Version 6.0 Organizational Readiness Training for Associates. This release is planned for April 12, 2014 and includes 10 pilot clients. In addition to the new features, it also includes Product Work Requests, also known as PWRs, which are enhancements to the existing solution.

Copyright and Trademarks Copyright © 2014 by ADP, Inc. All Rights Reserved This material is copyrighted by ADP, Inc. 2014. All rights reserved, including the right to reproduce this course or any part of it. It is against the law to copy the software on cassette, diskette, tape, listing, or any other medium for any purpose other than the purchaser’s personal use without the express written permission of ADP, Inc. The ADP logo and ADP letters are registered trademarks of ADP, Inc. In the business of your success is a service mark of ADP, Inc. All other trademarks and service marks are the property of their respective owners.

Participant Checklist Have you printed the presentation if you want to follow along and make notes? Record your questions throughout the training. Submit your questions to …….Make sure you’ve submitted any questions prior to April 8 so that they are ready for the Q&A sessions to be held on April 10 and April 11. Have you registered for one of the Q&A sessions?

[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] [PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Purpose To identify the enhancements that will be applied to Workforce Now v6.0 as of April 12, 2014 The purpose of this training is to identify the enhancements that will be applied on April 12, 2014. © 20XX ADP, Inc. 4 VMMDDYY[Course Code][Part #][Product Code][Version #]

Acronym List PWR: Product Work Request WFN: Workforce Now PTO: Paid Time Off ROE: Record of Employment TOR: Time Off Request IS: Implementation Specialist WTS: Weeks to Start S@W: Service@Work WCB: Workers' Compensation Board ACG: Automatic Change Generators ED: Effective Date As you know ADP is full of acronyms, and this training is no exception. Here’s a list of acronyms that you may hear during the training. Please familiarize yourself with this list. [Pause here so participants to review.] Are there any questions about any of these acronyms before we start? Also, if you hear any acronyms that are not included in this list, please let us know at the end of the training so that we can update this list.

Agenda The following modules will be affected by the April 12, 2014 enhancements: I-Hub Pension / Annuity Payrolls Time Interview On-Demand User Creation Follow Up Indicators Weeks to Start - Accrual Automation Big Rocks Workforce Now Asynchronous Payroll Payroll Cycle & ROE ROE Wizard Enhancements Usability Paid Time Off Usability Personal Profile UI Enhancements Archive Changes Termination Enhancements Validation Table Changes Changing Management Status Performance Management Importing Changes Tablet & Mobile The following modules will be affected: I-Hub Big Rocks Pension / Annuity Payrolls Workforce Now Tablet and Mobile We’ll drill down into each of these modules during the training.

Pension / Annuity Payroll (New Feature) The first topic to be discussed for I-Hub is Pension/Annuity Payroll, which is a new feature of Version 6.0. If this feature is to be implemented, the Implementation Services team must know about it right at the start of a project.

Pension/Annuity Payroll [PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Pension/Annuity Payroll A Pension/Annuity module has now been added to ADP Workforce Now. This feature provides the ability to: Hire new pension recipients (Resident or non-resident). Pay them on the frequency of the companies choosing. Produce Year End tax forms (T4A, T4A-RCA & NR4). Pension/Annuity Payroll is a new module added to Workforce Now Version 6.0. This module allows you hire new pension recipients, both resident and non-resident, pay them according to the company’s desired frequency and produce year end tax forms. © 20XX ADP, Inc. 8 VMMDDYY[Course Code][Part #][Product Code][Version #]

Pension/Annuity Payroll [PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Pension/Annuity Payroll With this new enhancement, ADP Workforce Now can pay Canadian resident and non-resident pensioners based upon the following requirements: The Pension/Annuity Payroll module has been activated by an ADP representative in the Payroll Interview within I-Hub. All Pension recipients are in a separate company code from the regular employees. Payments are made to Canadian banking institutions. Note: Separate training has been designed for associates and clients to review the complete Pension and Annuity process. ADP Workforce Now can pay Canadian resident and non-resident pensioners based upon the following: The Pension/Annuity Payroll module has been activated by an ADP representative in the Payroll Interview within I-Hub. All Pension recipients are in a separate company code from the regular employees. Payments are made to Canadian banking institutions. Note: Separate training has been designed for associates and clients to review the complete Pension and Annuity process. © 20XX ADP, Inc. 9 VMMDDYY[Course Code][Part #][Product Code][Version #]

I-Hub Time Interview Enhancements Our first topic is I-Hub Time Interview Enhancements.

I-Hub Time Interview Enhancements Overview: Enhancements are a result of initial feedback and feedback provided by clients and Implementation associates. This redesigned Time interview: Applies to both ADP Workforce Now V5.1 and V6.0 Includes 4 new pages Includes Summary report format changes that generate more efficient reporting The various enhancements to the Time Interview are the result of feedback from both clients and Implementation associates. This effort represents the first phase of the overall plan to improve the Time interview design, export functionality, and client experience. This release provides enhancements to the majority of the existing Time Interview pages.

I-Hub Time Interview Enhancements The Break Rules-Pay Class page remains the same. All other pages have updated menus, sections, and fields. Deleted pages Address info ( replaced by Data Collection Information Page) Miscellaneous ( replaced by Pay Class Exceptions) Supervisor Tier New pages: Data Collection Information Pay Class Exceptions Employee Pay Information Shift Premiums Shift Rule Details The Break Rules-Pay Class page remains the same. All other pages have updated menus, sections, and fields. We will also discuss deleted and new pages. Please take a moment to review the deleted and new pages [pause for participants]. We will go into further detail as we move through the training.

I-Hub Time Interview Enhancements For details, please refer to the Time Interview Job Aid When you enrolled for this training, you received a link to this page. Refer to the Time Interview Enhancements Job Aid for a detailed description of the changes.

I-Hub On-Demand User Creation Follow Up Indicators Our next topic is I-Hub On-Demand User Creation and Follow Up Indicators.

NEW - I-Hub On-Demand User Creation With On-Demand user creation, you can add users at any time after the Security Master & Initial Practitioner activities are completed under the Client Project Team link within I-Hub. With On-Demand user creation, you can add users at any time after the Security Master & Initial Practitioner activities are completed under the Client Project Team link within I-Hub. In the previous release, you cannot add users after the Security Master Set Up Call, Client Practitioner Setup Payroll, and HR and/or Time Security Validation Meeting are completed in I-Hub. An example of why you would need to add a user is someone is leaving the organization, or you want to add new members to the client project team, you can now use the on-demand user creation feature to add a user rather than having to contact the Client Technical Support to set up another user for you.

I-Hub Follow Up Indicators On the active pages of the client HR and Talent interviews, there is a new “Follow Up Required” indicator checkbox and an associated Follow up note area. PDF file There is a new “Follow Up Required” indicator checkbox on the HR and Talent Interviews. When you select the checkbox, the Follow up note area will be displayed. This indicator signals to the Implementation team that action on this item is required at a later date. The follow up summary can be generated in PDF format.

I-Hub Follow Up Indicators – Follow Up Summary As shown in this graphic. the follow up summary is shown in the Follow Up Summary area on the I-Hub dashboard for the Talent and HR interview, and you can view it in PDF format.

I-Hub / Service@work Weeks to Start - Accrual Automation The next topic relates to I-Hub and Service@work and reducing weeks to start through accrual automation.

Weeks to Start - Accrual Automation – I-Hub & Service@work “Weeks to Start” is an initiative to reduce the overall client implementation timeline or weeks to start (WTS). The initiatives for March involve the following two systems. I-Hub Payroll Interview Accruals Setup Accruals Assignment Service@work Accruals pass to Service@work ACG Copy

Weeks to Start - Accrual Automation – – I-Hub Accruals Changing the interview to allow the client/IS to add in the various provincial CB accumulators. QC, BC and NS WSIB CB fields are automatically included for all new earnings and the CB fields set up as per the I-Hub interview. Expanding / changing the interview to allow clients to update earnings in a fashion similar to matrix fields in S@W Adding the ability to assign matrix fields to earning Accrual fields in the I-Hub interview and have appropriate values passed to S@W Note: The Standard accruals and Custom accruals will be placed on a new page in the Payroll Interview.

Weeks to Start - Accrual Automation – I-Hub Accruals (Current 5.1) Here’s the accruals page in Version 5.1. The following accruals are no longer standard Accruals for V6.0 and if used they will be moved to the additional accruals area when migrated: Vacation Accrual Automatic Vacation Pay Union Union – Hours RRSP These standard accruals are highlighted in red.

Weeks to Start - Accrual Automation – – I-Hub Accruals (6.0) Here’s how the same page will look in version 6.0. As you can see in the first box highlighted in red, the Standard accruals no longer contain Vacation Accrual, Automatic Vacation Pay, Union, Union – Hours and RRSP, and if they are used will be moved to the additional accruals area highlighted in red as well Note: CSST, WorkSafe BC, NS WSIB and Company Pension will not be part of this migration.

Weeks to Start - Accrual Automation – – I-Hub Accruals First 48 accruals will be assigned Accrual ID’s starting at 01 If more than 48 Accruals, the remaining will be removed Accrual type will be defaulted to ‘Earning Dollar’. The first 48 accruals will be assigned Accrual ID’s starting at 01. If there are more than 48 Accruals, the remaining will be removed. The Accrual type will be defaulted to ‘Earning Dollar’. 1. Upon migration, the technology team will provide a list of clients whose values exceed the 48 accruals so that the IS can take any necessary action. 2. When the migration process is completed, the IS needs to go back into the interview and change the accrual type to hours if needed.

Weeks to Start - Accrual Automation – – I-Hub Accruals Setup The following are mandatory (grayed out and checked) CSST QC, WorkSafeBC & WCB Nova Scotia Company Pension is optional and can be selected or deselected. Additional Accruals can be added or copied by clicking the + The following are mandatory (grayed out and checked) CSST QC, WorkSafeBC & WCB Nova Scotia Company Pension is optional and can be selected or deselected. Additional Accruals can be added or copied by clicking the +

Weeks to Start - Accrual Automation – – I-Hub Accrual Copy Copy Accrual The copy feature will allow you to copy only one source accrual from the defined accrual for the company The accrual number for the destination accrual will be the next available number and will not be editable The label for the destination accrual can be modified. Once saved and confirmed the destination accrual should be configured with the source accrual type and associated earning values You can copy from one accrual to the other.

Weeks to Start - Accrual Automation – – I-Hub Accrual Copy Selecting the Plus displays a popup message allowing you to select which functionality you wish, Copy or Add. The copy feature will allow you to copy Here’s what it looks like when you copy or add any accrual.

Weeks to Start - Accrual Automation – I-Hub Accrual Copy Add Accrual This page allows you to add an Accrual. The Accrual ID is automatically set to the next available ID. Accrual Name must be entered. Accrual type can be selected, but defaults to Earning Dollar Here’s a detailed view of the Add Accrual page.

Weeks to Start - Accrual Automation – I-Hub Accruals Assignment Accrual Assignment (New) The accruals will be mapped (assigned) to the mandatory earnings The Client / IS assign the earnings to the custom accruals as required. Once the Accruals are set up, those Accruals will appear in Select Accruals drop down lists for selection. Select Earnings from the Available list. If you wish to change the selected list, you can just select the earning in the selected list and click the arrow to move it back to the available list. Important - Any client whose earnings are greater in number than 100 will need to assign the earnings in ranges of 1 to 100, 101 to 200, etc.

Weeks to Start - Accrual Automation – I-Hub Accruals Assignment View Once the accruals are set up, this grid displays the accruals set up for the company Once you’ve assigned the accruals, you can see a summary in grid format as shown here.

Weeks to Start - Accrual Automation – Service@work Supporting all mnemonics in import in preparation for the I-Hub changes New Accruals set up in I-Hub will be exported from I-Hub and imported into Service@work Service@work will allow importation of all mnemonics and apply the business rules to the information imported. Automatic Change Generator (ACG) Copy The Accruals Assignment from the Payroll interview will be exported from I-Hub and imported into Service@work. You will also be able to copy

Weeks to Start - Accrual Automation – Accruals to Service@work Accruals imported from I-Hub When the accruals are imported from I-Hub, then they will be visible from the Matrix Accumulator Type and the Matrices action screens.There’s no change to the beh

Weeks to Start - Accrual Automation – Service@work A new menu item was added - Automatic Change Generator (ACG) Copy

Weeks to Start - Accrual Automation – Service@work Allows user to select the company/template or enter the company code to copy from. The ‘Copy to’ company is the company currently being setting up. Once the company is selected, click on Copy

Weeks to Start - Accrual Automation – Service@work Once Copy is selected an ACG - Copy Confirmation page is displayed This page displays the information previously selected in the copy from box. If this is the company that you wish to copy, select OK.

Weeks to Start - Accrual Automation – Service@work Once OK is selected a popup message to confirm you want to copy the ACG entries from the selected company. If this is the company that you wish to copy, select OK. The ACG information will be copied from the selected company and a message displayed once it is successful.

Workforce Now Asynchronous Payroll (Payroll Cycle & ROE) The next topic is Asynchronous Payroll. We’ll discuss the Payroll Cycle and Record of Employment.

Real-time update of request status on screen. Asynchronous Payroll Functionality has changed to address timeout of Payroll Request in Production When submitting a request to preview or process payroll, User don’t have to wait for the processing to be completed. User can now navigate to other areas of the application and can come back to see the status. Real-time update of request status on screen. Impacted features Payroll Preview & Process ROE Direct File Preview & Process Asynchronous Payroll gives you the flexibility to navigate to other areas of the application while you are previewing and processing payroll and Records of Employment.

WFN Payroll Cycle Landing Page Here’s the Payroll Cycle Landing page that you’re familiar with.

WFN Preview / Process Payroll Verification - Validation As you know, you cannot have a pay date in the past in your payroll schedule.

Preview / Process Payroll Submitted – In-Progress While Previewing / Processing Payroll the green successful message is removed and replaced with a Blue status bar. The status bar gives real time information on In Progress, Completed or Failed processing's. When the Preview / Process function is progressing, the NEXT STEPS links are greyed out at the bottom. 1 While Previewing / Processing Payroll the green successful message is removed and replaced with a Blue status bar. The status bar gives real time information on In Progress, Completed or Failed processing's. When the Preview / Process function is progressing, the NEXT STEPS links are greyed out at the bottom. You can’t send another preview for one company until the preview is completed. If the organization has multiple companies, you can preview one company’s payroll, then preview another company’s payroll while you’re waiting. 2

Preview / Process Payroll Submitted – Failed If the status of the Preview / Process is Failed, if the user hover over the icon it displays the action to be taken. If the status of the Preview / Process is Failed, if the user hover over the icon it displays the action to be taken.

Preview / Process Payroll Submitted – Completed Once the Preview is completed, the status bar & Company ID bar is updated Once the Preview / Process functions are completed, the NEXT STEPS links are active. 1 2

WFN Preview / Process: Multi-Company Grid The Request Status column is added to Multi-Company Grid for Preview Payroll & Process Payroll screens 1 1

WFN Preview / Process: Multi-Company Grid To prevent duplicate requests on Multi Company Grid during the processing of Payroll. The action icon is disabled. The status will display the last requestor’s User ID and Date / Time stamp. Preview Payroll Process Payroll 1 2 1 2

Request Status column added WFN ROE Direct File Request Status column added Status of last request is displayed (Preview or Process)

WFN ROE Direct File Practitioner will be able to see the status of the ROE Direct File Preview & Process requests while the request is processing. User can navigate to other pages during processing. A new column of Request Status is added. The expected statuses are: Submitted, In Progress, Completed, Failed & Timeout The last requested status will display the Requestor and Date / Time stamp. Under the Exclusions / Warnings, it will display ROE Direct File Preview request is in Progress and it will display ROE Direct File Process request is in Progress Once the Preview or process is completed, the Status will display either Preview or Process is completed.

WFN ROE Direct File User is prevented from submitting another ROE Preview or Process request while there is already an ROE request in Submitted / In Progress status During the processing of ROE preview or Process: under the action icon the user will not see the options to RUN. Prevent ROE Preview / Process request when there is concurrent Payroll Preview / Process request. In ROE Direct File page, Under the Exclusions / Warnings, it will display Preview / Process Payroll request is In progress hence will not allow the user to Run Preview or Process on an ROE. Prevent Payroll Preview / Process request when there is concurrent ROE Preview / Process request.

WFN ROE Direct File (Current 5.1)

WFN ROE Direct File (6.0) Request Status column added to ROE Direct File page The status will display the last Requestor’s User ID and Date / Time stamp. 1 2

WFN ROE Direct File – Payroll Process In-Progress

WFN ROE Direct File – Preview ROE

WFN ROE Direct File – Process ROE

Workforce Now Record of Employment Wizard Enhancements

Record of Employment Enhancements to Wizards In the WFN 5.1 October release, there were some changes at Service Canada to the Record of Employment. The new three digit codes for the Reason for Issue field in the standalone Record of Employment page and the Wizards were incorporated in the WFN 5.1 October release. Other changes were integrated into the standalone Record of Employment page but not the affected Wizards. With WFN 6.0, all of the changes integrated into to the Record of Employment page were integrated into the Termination and Place on Leave Wizards. These changes are only for ROE direct filing clients. The only changes for paper-format filing clients are to make the user interface consistent with the standalone Record of Employment page. The functionality implemented in the Standalone Record of Employment page is now available for both the Termination and Place on Leave Wizards. These enhancements are for ROE direct file only. For paper filing, the user interface has just changed to make it consistent with the standalone Record of Employment page.

Standalone Record of Employment Page Pathway: People > Employment > Record of Employment Here’s the standalone Record of Employment page for reference.

Standalone Record of Employment Page (continued) The Wizards now match the following sections for Direct Filing: Vacation Pay, Statutory Holiday Pay, Other Monies Paid or Payable on Separation, and Paid Sick, Maternity, Parental or Compassionate Care Leave or Group Wage Loss Indemnity Payments The Wizards now match the sections of the standalone Record of Employment page for Direct Filing. These sections are Vacation Pay, Statutory Holiday Pay, Other Monies Paid or Payable on Separation, and Paid Sick, Maternity, Parental or Compassionate Care Leave or Group Wage Loss Indemnity Payments

Pathway: Process > HR > Terminate > Record of Employment tab ROE Termination Wizard – Direct Filing Current Look and Feel in Version 5.1 Pathway: Process > HR > Terminate > Record of Employment tab The Vacation Pay, Statutory Holiday Pay and Other Separation Payments used to be a single category The Paid Sick Leave and Wage Loss Indemnity Payments section has been expanded Here’s how the Termination Wizard looked in V5.1. Notice how the Vacation Pay, Statutory Holiday Pay and Other Separation Payments used to be a single category. The Paid Sick Leave and Wage Loss Indemnity Payments section has been expanded

ROE Termination Wizard – Direct Filing New Look and Feel in Version 6.0 The Vacation Pay, Statutory Holiday Pay and Other Separation Payments category has been broken down into three separate categories The Paid Sick Leave and Wage Loss Indemnity Payments section has been expanded to include maternity, parental and compassionate care leave, and group wage loss Here’s how the Termination Wizard will look in V6.0. Notice how the Vacation Pay, Statutory Holiday Pay and Other Separation Payments category have been broken down into three separate categories. The Paid Sick Leave and Wage Loss Indemnity Payments section has been expanded to include maternity, parental and compassionate care leave, and group wage loss.

ROE Termination Wizard – Direct Filing Current Look and Feel in Version 5.1 (continued) For the new release, each of the categories shown here is now a separate category with new fields and validation In V6.0, you’ll notice that each of the categories shown here is now a separate category with new fields and validation.

Termination Wizard – Direct Filing New Look and Feel in Version 6 Termination Wizard – Direct Filing New Look and Feel in Version 6.0 (continued) New fields and validation added to Vacation Pay and Other Monies sections Four different types of Vacation Pay added with different required fields and validation for each type New fields and validation added to Vacation Pay and Other Monies sections. There are four different types of Vacation Pay are: 1 – Included with each pay – does not require amount, start and end date 2 – Paid because no longer working – requires amount, start and end date 3 – Paid for a vacation leave period – requires amount, start and end date 4 – Anniversary (paid on a specific date each year) – requires amount, start and end date

New fields added for End Dates Termination Wizard – Direct Filing New Look and Feel in Version 6.0 (continued) New categories Wage Loss Indemnity (Not EI Insurable) and Maternity, Parental or Compassionate Care Leave fields added New fields added for End Dates As highlighted in red, New categories Wage Loss Indemnity (Not EI Insurable) and Maternity, Parental or Compassionate Care Leave fields added New fields added for End Dates.

Termination Wizard – Paper Filing Current Look and Feel in Version 5.1 The Record of Employment tab in the Wizard does not match the standalone Record of Employment page The Record of Employment tab in the Wizard does not match the standalone Record of Employment page

Termination Wizard – Paper Filing New Look and Feel in Version 6.0 The Record of Employment tab in the Wizard is now enhanced to match the standalone Record of Employment page The Record of Employment tab in the Wizard is now enhanced to match the standalone Record of Employment page

Termination Wizard – Paper Filing Current Look and Feel in Version 5 Termination Wizard – Paper Filing Current Look and Feel in Version 5.1 (continued) The Record of Employment tab in the Wizard does not match the standalone Record of Employment page The same is true for the paper filing. The Record of Employment tab in the Wizard does not match the standalone Record of Employment page.

Termination Wizard – Paper Filing New Look and Feel in Version 6 Termination Wizard – Paper Filing New Look and Feel in Version 6.0 (continued) The Record of Employment tab in the Wizard is now enhanced to match the standalone Record of Employment page The Record of Employment tab in the Wizard is now enhanced to match the standalone Record of Employment page

Place on Leave Wizard – Direct Filing Current Look and Feel in Version 5.1 As shown in the Termination Wizard, the Record of Employment tab in the Wizard does not match the standalone Record of Employment page Now we’ll go through the Place on Leave Wizard as it was in V5.1 and as it will be in V6.0. The changes are the exact same as the ones implemented for the Termination wizard that we just saw.

Place on Leave Wizard – Direct Filing New Look and Feel in Version 6.0 As shown in the Termination Wizard, the Vacation Pay, Statutory Holiday Pay and Other Separation Payments category has been broken down into three separate categories The Paid Sick Leave and Wage Loss Indemnity Payments section has been expanded to include maternity, parental and compassionate care leave, and group wage loss

Place on Leave Wizard – Direct Filing Current Look and Feel in Version 5.1 (continued)

Place on Leave Wizard – Direct Filing New Look and Feel in Version 6 Place on Leave Wizard – Direct Filing New Look and Feel in Version 6.0 (continued) As shown in the Termination Wizard, new categories Wage Loss Indemnity (Not EI Insurable) and Maternity, Parental or Compassionate Care Leave fields added New fields added for End Dates

Place on Leave Wizard – Direct Filing with Errors Validation errors are displayed right on the Record of Employment page rather than when users reach the end of the Wizard Validation errors are displayed right on the Record of Employment page rather than when users reach the end of the Wizard. You’re clicking on next rather thandone.

Workforce Now Usability Paid Time Off The next topic is Usability Paid Time Off.

Enhanced and New Time Off Pages Calendar Time off Request window Review screen My Team List of Requests Enhanced Pages Balance and Time Off Request default settings Manager Mass Approvals Available Balance pop-up New Pages A significant amount of work has been done to improve the usability of the Time Off module. Enhanced pages include the Calendar, Time off Request window, Review screen, and My Team List of Requests. New pages include Balance and Time Off Request default settings, Manager Mass Approvals, and Available Balance pop-up. We’ll review these enhancements at a high level.

Calendar Comparison - WFN 5.1 ( Current) Pathway: Myself > Time Off > Request Time Off (OR) Select the Calendar icon Pain Points Strategic Goals Here’s how the calendar looked in 5.1.

Calendar Comparison - WFN 6.0 Pathway: Myself > Time Off > Request Time Off (OR) Select the Calendar icon Pain Points Strategic Goals Here’s how the calendar looked in 6.0.

Time Off Policy Sort Order Pathway: Myself > Time Off > Request Time Off (OR) Select the Calendar icon Policies are sorted as follows: Balance based Non-Balance based Internally, they will be sorted in alphabetical order. This slide shows the Time Off Policy Sort Order. Policies are sorted as follows: Balance based Non-Balance based Internally, they will be sorted in alphabetical order.

Hiding Policies on the Calendar and Time Off Request Page Pathway: Myself > Time Off > Request Time Off > Gear icon For example, if the Vacation policy is hidden here, the policies displayed in the Calendar and Time Off Request page will be: Floating holiday Jury duty Sick All four policies are still visible in other pages like the Time Off Balances page, the Time Off Portlet, and the Timecard. You can elect to hide certain policies on your calendar. However, all four policies are still visible in other pages like the Time Off Balances page, the Time Off Portlet, and the Timecard. The Time Off Portlet refers to the window on your Home page if you choose to display Time Off in your application preferences.

6.0 Navigation 5.1 Navigation 5.1 Status 6.0 Status Calendar Navigation and Status Myself  Time Off Request Time Off (OR) Calendar icon 6.0 Navigation 5.1 Navigation To navigate between months, click the arrows. The colour and border of shapes identify status as follows: Solid border – Approved Dotted border – Pending/In Progress Strikethrough line - Denied To navigate between months, click the arrows. The status is spelled out explicitly. 5.1 Status 6.0 Status Let’s review the differences between navigation and status. In 5.1, you navigate between the month by clicking the arrows on the calendar to the left. In 6.0, you will click the arrows at the top of the calendar to navigate between the months. Status is also shown differently. In 5.1, colour and the border of shapes identifies the various statuses. In 6.0, the status is spelled out explicitly.

5.1 Clearing Selected Dates 6.0 Clearing Selected Dates Selecting Dates and Clearing Selected Dates Myself  Time Off Request Time Off (OR) Calendar icon 6.0 Date Selection 5.1 Date Selection To select consecutive dates on the calendar, select the Control key while clicking the desired dates. Select the date again to deselect individual date. To select consecutive dates on the calendar, select a date and drag either horizontally or vertically to select additional dates. Select the date again to deselect individual dates Or Select the Clear Selection link to deselect all the dates 5.1 Clearing Selected Dates 6.0 Clearing Selected Dates Now we’ll review selecting and clearing selected dates in V5.1 and V6.0. For 5.1, you select the Control key while clicking the desired dates. For 6.0, you select a date and drag either horizontally or vertically to select additional dates. For 5.1 and 6.0, select the date again to clear it. In 6.0, you can also select the Clear Selection link to deselect all dates.

Request Time Off in 5.1 Request Time Off in 6.0 Request Time Off Myself  Time Off Request Time Off (OR) Calendar icon Request Time Off in 5.1 Request Time Off in 6.0 Select the appropriate date(s) on the calendar Click Request Time Off Or Enter Start and End Dates Select a date on the calendar Click the action icon Click Request Time Off Strategic Goals Here’s a significant usability improvement for Version 6.0 when you request time off. There are two ways to request time off in V6.0. You can select a date or a date range, and then click Time Off request. Alternately, you can click the Time Off request then select the start and end dates. Whereas in V5.0, you had to select a single date then right click Request Time Off. To select multiple dates, you had to click the plus sign.

Time Off Request Window - WFN 5.1 ( Current) Pathway: Myself > Time Off > Request Time Off > Select date > Action icon > Request Time Off Here’s the Time Off Request window for V5.1.

Time Off Request Window – WFN 6.0 Pathway: Myself > Time Off > Request Time Off > Select dates > Request Time Off button Here’s the Time Off Request window for V6.0.

Multiple Time Off Requests 5.1 Multiple Time Off Requests 6.0 Adding Multiple Time Off Requests Myself  Time Off  Request Time Off  Select dates  Request Time Off button Multiple Time Off Requests 5.1 Multiple Time Off Requests 6.0 To add a time off request for an additional five days, click the add icon five times. To add a time off request for an additional five days, increase the start and end dates We touched on this usability aspect for multiple time off requests. For 5.1, you have to click the plus icon to add days, whereas in 6.0., you can enter a date range.

Multiple Policies for Same Day Request in 5.1 Adding Multiple Policies for a Time Off Request on the Same Day Myself  Time Off  Request Time Off  Select dates  Request Time Off button Multiple Policies for Same Day Request in 5.1 Multiple Policies for Same Day Request in 6.0 1. Click the Add icon. 2. Change the policy. 1. Click the Copy icon. A new row with the same date is created. 2. Select the policy name. The difference for V6.0 when adding multiple policies for a Time Off request on the same day is the option to copy a row, whereas in V5.1, you have to click the add icon to copy the row then select the policy.

Cancelling an Individual Line in 5.1 Cancelling a Time Off Request Myself  Time Off  Request Time Off  Select dates  Request Time Off button Cancelling an Individual Line in 5.1 Cancelling an Individual Line in 6.0 Select the checkbox beside the relevant date and click the Cancel Request Date link. Click the delete icon on that particular line. Cancelling an Entire Request in 5.1 Cancelling an Entire Request in 6.0 Select all the dates in the request and click the Cancel Request Date link. Click the Cancel Request button. Here’s how to cancel an individual line or an entire request in both versions. For V6.0, the delete icon is added beside each line, and to cancel the entire request, you select the Cancel Request button.

Working with Pending Time Off Requests –Delete versus Cancel Myself  Time Off  Request Time Off  Select dates  Request Time Off button Version 5.1 Version 6.0 Users can only delete Pending requests. To delete a request at the line level, select the checkbox beside a date, and click the delete icon. To delete a request at the request level, select all the dates as shown below, and click the delete icon. Users can only cancel Pending requests. To cancel a request at the line level, click the delete icon on that particular line. To cancel a request at the request level, click the Cancel Request button. This slide discusses the difference between deleting and cancelling pending requests. In V6.0, you can cancel an individual line in the request using the delete icon, or select the Cancel Request button to delete the entire request.

Cancel Time Off Request Confirmation Message Myself  Time Off  Request Time Off  Select dates  Request Time Off button Cancel Confirmation message for line-level cancellation Cancel Confirmation message for request-level cancellation Here are the cancellation confirmation messages for both line-level and request-level cancellation. Question for Manit: When a person goes in to cancel the Time Off Request, what is the impact on Workflow?

Time Off Request Pop Up Changes - Balances Myself  Time Off  Request Time Off  Select dates  Request Time Off button Version 5.1 Version 6.0 Here are the Balances popup windows for both releases. Visually, the V6.0 popup is cleaner and the real estate more efficiently used.

Requesting Recurring Time Off Pathway: Myself > Time Off > Request Time Off > Select dates > Request Time Off button > Change Recurrence link To request recurring time off, you select the Change Recurrence link.

Request Time Off Default Setting in WFN 6.0 Pathway: Myself > Time Off > Request Time Off > Select dates > Request Time Off button > Gear icon If the default policy set up is Vacation –Vacation as shown, then the policy is automatically populated. If there is no default policy set, then the policy the employee uses most often is populated. If the default policy set up is Vacation –Vacation as shown, then the policy is automatically populated when the user selects the Request Time Off button. If there is no default policy set, then the policy the employee uses most often is populated.

Summary and Expanded View of the Request Time Off Window The Summary view is based on the default setting the employee set on the Request Time Off window, and when it satisfies all of the following conditions: Selected dates are consecutive Recurrence option is every day Policy name – reason code, amount, start time and status is the same for all the lines in the request Amount specified for each line is the same Even if the employee chooses the Summary view in the default setup, the Expanded view is shown if any of the conditions listed above are not satisfied The Request Time Off Summary view is only displayed if it meets the conditions listed here. The Expanded view is shown automatically shown if any of the conditions are not met.

Request Status on Time Off Request Window in WFN 6 Request Status on Time Off Request Window in WFN 6.0 Myself  Time Off  Request Time Off  Open an existing request Pending request Pain Points Approved request You’ll notice that the window name differs depending on the status. If the status is Pending, the window displayed is the Request Time Off window, along with the date on which it was submitted. If the status is Approved, the window displayed is the Time Off Request window, along with who approved the request, and the date on which it was submitted.

Status Combinations on Time Off Request Window Read/Edit Pending Approved Mixed Read only In Progress Canceled When the request with this combination is opened, cancelled requests are not shown in Time Off Request window Edit Denied When the request with this combination is opened, cancelled requests are not shown in Time Off Request window Here are all of the possible status combinations on the Time Off Request window. You can use this slide as a reference to understand what the different statuses mean. Take a few moments to familiarize yourselves with the content of this slide.

Include/Exclude future transactions option - WFN 5.1 Time Off Balances page Myself  Time Off  Time off Balances Review screen/Time card/Time Off Request Pop up Pain Points Time Off Portlet Home page  My Time Off Strategic Goals Another significant usability improvement for V6.0 is a single, centralized location for specifying whether or not to include future transactions in the Time Off Balance. In V5.1, there are multiple locations to specify this setting. Whereas in V6.0, you specify this setting for all windows in the System Options.

Include/Exclude future transactions option - WFN 6.0 Pathway: Setup > System Options > Time Off This setting is moved to a single, centralized location. The centralized setting for include future transactions in the Time Off balance is shown here.

New Available Balance Pop up in WFN 6 New Available Balance Pop up in WFN 6.0 when Future Transactions Are Omitted When the Do not include future transactions when calculating available balance checkbox is not checked on the System Options page When carryover exists When carryover does not exist Here’s the new Available Balance Pop Up when the checkbox is not checked on the System Options page. There are examples depicting carryover and no carryover. Please note that Accrued is now renamed to Earned/Adjusted. Other Projections is now renamed to Future Projections. This also applies to the next slide Note: Accrued is now renamed to Earned/Adjusted. Other Projections is now renamed to Future Projections.

New Available Balance Pop up in WFN 6 New Available Balance Pop up in WFN 6.0 when Future Transactions Are Included When the Do not include future transactions when calculating available balance checkbox is checked on the System Options page When carryover exists When carryover does not exist Here’s the new Available Balance Pop Up when the checkbox is checked on the System Options page. There are examples depicting carryover and no carryover. Notice you don’t see scheduled and pending requests in this total. Note: Accrued is now renamed to Earned/Adjusted. Other Projections is now renamed to Future Projections.

Manager Self Service List of Requests in WFN 5.1 Pathway: My Team > Time Off > List of Requests Pain Points Strategic Goals We’re shifting gears here to move on to Manager Mass Approvals now. Here’s how the screen looked in V5.1.

Manager Self Service List of Requests in WFN 6.0 Pathway: My Team > Time Off > List of Requests > Pending Requests tab Pain Points In V6.0, usability improvements on the organization of Time Off requests have been implemented. You’ll notice there’s a tab for both Pending Requests and historical requests.

Manager Self Service List of Requests in WFN 6.0 Pathway: My Team > Time Off > List of Requests > Request History tab Here’s the historical requests tab.

Manager Review Screen in WFN 5.1 Pathway: Message Center > Action icon on any task > Review Accessing the Manager Review screen is the same in both V5.1 and V6.0.

Manager Review Screen in WFN 6.0 Pathway: Message Center > Action icon on any task > Review Here’s the version 6.0 screen.

Manager Review Screen in WFN 6.0 (continued) The manager has the option to view each day individually in a request with multiple days, and the option to approve, deny or cancel the request. The manager can also see the Balance available for each Policy on the right side of the window.

Workforce now Usability Paid Time Off There are some additional Product Work Requests implemented for the Time Off module.

Product Work Requests for the Time Off Module PWRs related to the Usability PTO Project 597785 – Hide the Review Each date individually check box when there is only a single date in the request on the Time Off Review page 597787 – Hide the Action column unless users select the Review Each Day Individually checkbox on the Time Off Review page 597788 – Always show the Approve and Deny buttons on the Time Off Review page PWR related to Time Off Policy Configuration 555688 - Step 2 Balance Settings for tier definition / clarification months of service vs. years of service There are PWRs related to the Usability aspect of the Time Off module, as well as the Time Off Policy Configuration. These enhancements will be discussed in the slides to follow.

Pathway: Message Center > Action icon on any task > Review 597785 – Hide the Review Each date individually check box when there is only a single date in the request on the Time Off Review page Pathway: Message Center > Action icon on any task > Review PWR 597785 – Hide the Review Each date individually check box when there is only a single date in the request on the Time Off Review page

597787 – Hide the Action column unless users select the Review Each Day Individually checkbox on the Time Off Review page To display the Action column, users select the Review Each Day Individually checkbox. PWR 597787 – Hide the Action column unless users select the Review Each Day Individually checkbox on the Time Off Review page

597787 – Hide the Action column unless users select the Review Each Day Individually checkbox on the Time Off Review page (continued) The Action column is now displayed when the Review Each Day Individually checkbox is selected. When you select the Review each day individually checkbox, the action column is displayed.

Pathway: Message Center > Action icon on any task > Review 597788 – Always show the Approve and Deny buttons on the Time Off Review page Pathway: Message Center > Action icon on any task > Review WFN 5.1(Current) : PWR 597788 – Always show the Approve and Deny buttons on the Time Off Review page. Here’s how the screen looked in V5.1.

Pathway: Message Center > Action icon on any task > Review 597788 – Always show the Approve and Deny buttons on the Time Off Review page (continued) Pathway: Message Center > Action icon on any task > Review WFN 6.0 Here’s how the same screen will look in V6.0. The Approve and Deny buttons will always appear on the Time Off Review page.

555688 - Step 2 Balance Settings for tier definition / clarification months of service vs. years of service Pathway: Setup > Time Off > Time Off Policies > Step 2 Balance Settings Business Problem Provide detailed help in the tier definition for months of service and years of service to clarify how to configure tiers, and supplement with examples for further clarity. PWR 555688 - Provide detailed help in the tier definition for months of service and years of service to clarify how to configure tiers, and supplement with examples for further clarity.

555688 - Step 2 Balance Settings for tier definition / clarification months of service vs. years of service (contd) Current : WFN 5.1 There is no option to select help for the Define Service Tiers in field. In V5.1, there is no help available for the Define Service Tiers in field.

555688 - Step 2 Balance Settings for tier definition / clarification months of service vs. years of service (contd) WFN 6.0 – Detailed Help with examples is now provided In v.6.0, you’ll notice there’s a question mark beside this field indicating that help is available. When you select this icon, the help window is displayed as shown here.

555688 - Step 2 Balance Settings for tier definition / clarification months of service vs. years of service (contd) WFN 6.0 – Detailed Help Text The help includes detailed examples for clarity. Take some time to familiarize yourselves with the content of this help when you get a chance to navigate in Version 6.0 of the application.

PWRs for Time Off Reports 602610 - Time Off Balance Detail Standard Report - layout redesign 602612 - Time Off Balance Summary Standard Report - layout redesign These PWRs related to the layout redesign of the Time Off Balance Detail and Summary Standard Reports.

Accessing Time Off Reports Pathway: Reports > Standard Reports > Time Off Reports This pathway applies to both WFN 5.1 and WFN 6.0. This slide shows you how to access the Time Off reports in both 5.1 and 6.0.

602610 - Time Off Balance Detail Standard Report - layout redesign Available with WFN 5.1 Here’s how the Time Off Balance Detail Standard Report looked in V5.1.

602610 - Time Off Balance Detail Standard Report - layout redesign (continued) Available with WFN 6.0 Here’s how the Time Off Balance Detail Standard Report looks in V6.0.

602612 - Time Off Balance Summary Standard Report - layout redesign Available with WFN 5.1 Here’s how the Time Off Balance Summary Standard Report looked in V5.1.

602612 - Time Off Balance Summary Standard Report - layout redesign (continued) Available with WFN 6.0 Here’s how the Time Off Balance Detail Standard Report looked in V6.0.

Workforce Now Usability Personal Profile The next topic is Usability Personal Profile.

Overview The Personal Profile page has been redesigned, allowing Practitioners and Managers to get a quick, bird’s eye view of employees’ personal information, ranging from demographic information to contact information. Similarly, employees can access their own personal profile. This redesign avoids having to click individual links to access each category of personal information. The Personal Profile page has been redesigned based on usability feedback received. The intent is to give Practitioners and Managers an at-a-glance, bird’s eye view of the employee’s personal information without having to click individual links to access each category of personal information. Back

The People Menu for Personal Information – Practitioner View The Profile, Contact, Addresses, and Emergency Contact activities have been combined into a single activity named Personal Profile. Here’s the Practitioner view. The Profile, Contact, Addresses, and Emergency Contact activities have been combined into a single activity named Personal Profile. Back

The Myself Menu for Personal Information – Employee View Employees will see a similar change. Here’s the Employee view. Back

The My Team for Personal Information – Manager View Managers will also see the change. Here’s the Manager View. Back

The Consolidated Personal Profile Page The new Personal Profile is a single page that includes both display and update capabilities (Only if access permissions permit) : Pop-Up Page for Editing The new Personal Profile is a single page that includes both display and update capabilities (Only if access permissions permit) Back

Editing Guidelines Each section (for example, Addresses, Emergency Contacts) will have its own edit capabilities. (Only if access permissions permit) Neither Practitioners, Managers, or Employees can edit a section if there is a pending workflow event for that section. You will also be able to edit each section, for example, Addresses, Emergency Contacts, if you have the appropriate access permission. Edits are not permitted if there is a pending workflow event for that section for any role (practitioners, managers, and employees) Back

Usability – Additional Impacts Additional impacts include the following: Security Permissions Workflow Events Standard Reports There are some additional impacts to security permissions, workflow events and standard reports related to usability as shown in the next few slides. Back

Addresses, Contact, Emergency Contact Security Permissions The Personal Profile consolidation will affect the following pages, which move from a level 2 to a level 3 to match the tabbed pages level: Addresses, Contact, Emergency Contact Level 1 Level 1 Level 2 Level 3 Level 2 The following pages have moved from a level 2 to a level 3 to match the usability enhancements. Back

Workflow event names are not changing. Workflow Events Workflow event names are not changing. Any changes to a section (addresses, demographic information) that has a workflow event set up will still trigger workflow, but only for the information in the section that was changed. For example, if the address is changed, then only the address information will go to the workflow, not the entire consolidated page. A workflow window will only be displayed for sections that change. For example, if the address is changed, then only the address information will go to the workflow, not the entire consolidated page. Back

Workflow Events (Continued) A pending message is displayed at the top of a section, not the Personal Profile page, if there is a pending workflow for a particular section For example, even if there’s a workflow pending for contact information, practitioners, managers and employees will still be able to make updates to other demographic information, such as an address change. Back

Workflow Events: Marital Status The workflow events have not changed with the consolidation of the personal information page. However, the marital status and marital status effective date fields have been moved to the Demographic Information section. Marital status and marital status effective date fields have been moved to the Demographic Information section. The workflow events have not changed with the consolidation of the personal information page. Back

Workflow Events: Tax ID and Name The Tax ID and Name sections have also been split; however if something changes in either of those containers, the workflow sends the information from both of those containers, even if changes were only made to 1 of them. The Tax ID and Name sections have also been split; however if something changes in either of those containers, the workflow sends the information from both of those containers, even if changes were only made to 1 of them. Back

Workflow Events: Address Container For the Address container, there are three sections – Personal Address, Secondary Address, and Work Address. When the user clicks “edit” in the Address header, they see a popup dialog with three addresses displayed. For the Address container, there are three sections – Personal Address, Secondary Address, and Work Address. When the user clicks “edit” in the Address header, they see a popup dialog with three addresses displayed. Back

Standard Reports The following reports use the new personal profile hierarchy to determine which groups/categories of information are available on each report. Employee Profile Audit Trail Emergency Contact Employee Directory Employee Summary Employee Profile Report: Features and Categories Here’s a list of the reports that use the new personal profile hierarchy to determine which groups/categories of information are available on each report. These reports are Employee Profile Audit Trail Emergency Contact Employee Directory Employee Summary Back

Workforce Now UI Enhancements The next topic deals with various user interface enhancements.

[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] [PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Phone Number Fields Enhancement: When entering values into a phone number field, the cursor will automatically move to the next field once the value has been entered. This feature will apply to all instances where there is a phone number field. Example: The user enters 416 into the area field. The cursor will automatically move to the dial number field once the three digits are entered. For Phone number fields, the cursor will automatically move to the next field once the value has been entered. For example, when a user enters 416 into the Area field, the cursor automatically moves to the dial number field. © 20XX ADP, Inc. 138 VMMDDYY[Course Code][Part #][Product Code][Version #]

Instruction Clarification [PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Instruction Clarification Version 5.1 The instructions read with an image of the plus button, causing confusion. Clients were clicking the image rather than the plus button. Version 6.0 The words have been removed to reduce confusion. Clients were getting confused about where to click when there were instructions provided with an image of the plus button, as shown for Version 5.1. Version 6.0 removes this wording to eliminate any confusion. © 20XX ADP, Inc. 139 VMMDDYY[Course Code][Part #][Product Code][Version #]

Workforce Now Infinite Scrolling The next topic deals with infinite scrolling.

[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] [PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Scrolling Lists Version 5.1: Users had to use the next page buttons to view the next page. Version 6.0: Users will now scroll to view additional pages, and the rows have now been numbered. In version 5.1, users had to select the next page buttons to view the next page. In version 6.0, the scroll bar allows users to view additional pages, and the rows have been numbered. © 20XX ADP, Inc. 141 VMMDDYY[Course Code][Part #][Product Code][Version #]

Scrolling / Searching – Home Department & Cost Number [PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Scrolling / Searching – Home Department & Cost Number No more limits of 10, 20, or 30 employee per page. Simply scroll from top to bottom to see all of the values that are available in the validation table. Both Code and Description (where applicable) are searched. Returns values that meet the search criteria anywhere within the Code/Description (i.e. “Contained in” versus “Begins with”). You can now scroll from the top of the validation list for Home Department and Cost Number to the bottom. There are no limits of how many values you can now see. © 20XX ADP, Inc. 142 VMMDDYY[Course Code][Part #][Product Code][Version #]

Workforce Now Archive Changes The next topic is Archive Changes.

Version 5.1 Version 6.0 New Tab on Archive Page [PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] New Tab on Archive Page Pathway: Process > HR > Archive Employee Version 5.1 The tabs available in the Archive Employee page are: Archived and Ready for Archive Version 6.0 The “Not Ready for Archive” tab has been added to the Archive Employee page. All terminated employees will now appear in Archive in the appropriate tab. In version 6.0, a Not Ready for Archive tab has been added. The user interface for both versions is shown on this slide. © 20XX ADP, Inc. 144 VMMDDYY[Course Code][Part #][Product Code][Version #]

Display Archive Error Issues [PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Display Archive Error Issues The Not Ready for Archive tab is selected the screen appear as follows The enhancement In this tab provides the user with a reason why the terminated employee is in this tab rather than the Ready for Archive tab. The enhancement in this tab provides the user with a reason why the terminated employee is in this tab rather than the Ready for Archive tab. © 20XX ADP, Inc. 145 VMMDDYY[Course Code][Part #][Product Code][Version #]

Not Available for Archiving [PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Not Available for Archiving Here are some of the reasons why an employee would not be available for archiving (Placed in the Not Ready for Archive tab): Conditions Displayed Reason Position not terminated in WFN Not terminated in Time & Attendance Pending Workflow Events Exist Pending Workflow Events Schedule Employment status changes exist Scheduled employment status changes Cyclical Data updates are pending Pending cyclical data – Paydata Pending cyclical data – Payroll related data updates Here’s a reference slide for some of the reasons why an employee would not be available for archiving. Take some time to familiarize yourselves with the content of this slide. [pause here for a few moments] © 20XX ADP, Inc. 146 VMMDDYY[Course Code][Part #][Product Code][Version #]

Workforce Now Termination Enhancements The next topic to be covered is Termination enhancements.

Addition of Employee Status [PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Addition of Employee Status Version 5.1 In the New Termination section > Selected employee field, it currently lists only the employees name. Version 6.0 The New Termination section > Selected employee field, has now been revised to include the name and their status: Note: Possible values are: Terminated, Deceased or Retired. Only terminations completed after 6.0 will display this information. In Version 6.0, an employee whose status is Terminated is now displayed in brackets beside the employee name in the New Termination section. This slide shows both how this looks in Version 5.1 and Version 6.0 © 20XX ADP, Inc. 148 VMMDDYY[Course Code][Part #][Product Code][Version #]

Workforce Now Validation Table Changes The next topic deals with Validation Table changes.

Validation Table > Job Title [PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Validation Table > Job Title Version 5.1: Management Job field located after Occupation Group field. Version 6.0: The Management Job field has moved to appear before the Job Function field. In version 6.0, the Validation Table Job has been renamed to Job Title. The Management Job field has been moved to appear before the Job Function field as highlighted in red. © 20XX ADP, Inc. 150 VMMDDYY[Course Code][Part #][Product Code][Version #]

Workforce Now Changing Management Status The next topic is changing management status.

Changing Management Positions [PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Changing Management Positions Pathway: People > Job Profiles > Position Tab Version 5.1: No messages displayed when the This is a Management position field is changed. This impacts other areas of Workforce Now. In V5.1 , there is no message displayed when a position is changed from management to non-management or vice versa. © 20XX ADP, Inc. 152 VMMDDYY[Course Code][Part #][Product Code][Version #]

Changing Management Positions [PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Changing Management Positions Version 6.0: The following message displays when an employee is changed from a management position to a non-management position: When changing from a non-management position to a management position this message will display: In V6.0, the following messages are displayed. © 20XX ADP, Inc. 153 VMMDDYY[Course Code][Part #][Product Code][Version #]

Workforce Now Performance Management

Performance – Save Options Clarification [PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Performance – Save Options Clarification Version 5.1: When the Save button was selected in any of the performance pages, it gave the illusion that the page was saving. The user was required to select an option from the dropdown in order to save. Version 6.0: Now when the client clicks anywhere on the Save button, the action list displays the save options. © 20XX ADP, Inc. 155 VMMDDYY[Course Code][Part #][Product Code][Version #]

Employee Roster Standard Report – Layout Redesign [PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Employee Roster Standard Report – Layout Redesign Version 5.1: Current perspective before layout changes. Pathway: Reports > Standard Reports > All Reports > Employee Roster The layout was redesigned for the Employee Roster Standard Report. Here’s how it looked in V5.1. © 20XX ADP, Inc. 156 VMMDDYY[Course Code][Part #][Product Code][Version #]

Employee Roster Standard Report – Layout Redesign [PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Employee Roster Standard Report – Layout Redesign Version 6.0: No functional changes, only layout changes made in order to make it easier to read. Pathway: Reports > Standard Reports > Reports > Employee Roster Here’s how the report looks in V6.0. © 20XX ADP, Inc. 157 VMMDDYY[Course Code][Part #][Product Code][Version #]

Performance Review Saved Successfully Message [PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Performance Review Saved Successfully Message Version 5.1 When the user selects save and continue there was no confirmation that it was saved successfully. Version 6.0 A Update Successful message now displays to confirm that the changes or new entries have been saved. The message is displayed as follows: In V6.0, there is a message indicating that a performance review was saved successfully. © 20XX ADP, Inc. 162 VMMDDYY[Course Code][Part #][Product Code][Version #]

Pathway: Setup > HR & Talent > Rating Scales 601667 - Add the option to see the description related to the overall performance rating Pathway: Setup > HR & Talent > Rating Scales Business Problems If an Overall Performance Score (for example, 2.9) falls between two consecutive points in a rating scale (for example, 2 and 3) for a policy with ratings calculated automatically, users cannot assign a rating equivalent to 2 or 3 in the review. Clients need the ability to hide the score from all users to avoid offline debate among employees on scores. 601667 - Add the option to see the description related to the overall performance rating This enhancement relates to the ability to create rating thresholds, and either display or hide that information from employees in the performance review.

Rating Scale Enhancement 601667 - Add the option to see the description related to the overall performance rating (continued) Rating Scale Enhancement As we saw in the previous slide, you can also access the Rating Scales from Setup > HR & Talent > Performance Reviews and select the Rating Scales tab. In this example, a rating threshold has been set up for each rating. Employees who receive a rating between 1 and 1.6 receive 1 point according to this rating threshold. Employees who receive a rating between 2 and 2.7 receive two points according to this rating threshold.

601667 - Add the option to see the description related to the overall performance rating (continued) Pathway: Setup > HR & Talent > Performance Reviews > Policies tab If the Display Rating option in the Performance Review Policy is set to Bar Graph Only, the score is not displayed. If the Display Rating option in the Performance Review Policy is set to Bar Graph with Score, the score is displayed. Here’s how you turn on or off whether the Rating threshold is displayed.

Print Review will now display the Rating. 601667 - Add the option to see the description related to the overall performance rating (continued) Performance Review page for Anthony Albright when the Rating Threshold is available and the Display Rating option in the Performance Review Policy is set to Bar Graph with Score so the score is displayed. Print Review will now display the Rating. In this example, the rating threshold score is displayed because the Bar Graph with score option is selected in the Performance Review policy.

601667 - Add the option to see the description related to the overall performance rating (continued) Performance Review page for Anthony Albright when the Rating Threshold is not available and the Display Rating option in the Performance Review Policy is set to Bar Graph only so the score is not displayed. In this example, the rating threshold score is not displayed because the Bar Graph only option is selected in the Performance Review policy.

Standard Reports – Feedback Copy Report 601667 - Add the option to see the description related to the overall performance rating (continued) Pathway: Reports > Standard Reports > Performance > Performance Reviews – Working Copy Standard Reports – Feedback Copy Report You can also see the Rating Threshold in the Performance Review – Feedback Copy Report if the option is turned on in the Performance Review Policy.

Standard Reports – Final Review Report 601667 - Add the option to see the description related to the overall performance rating (continued) Pathway: Reports > Standard Reports > Performance > Performance Reviews – Final Copy Standard Reports – Final Review Report You can also see the Rating Threshold in the Performance Review – Final Review Report if the option is turned on in the Performance Review Policy.

Pathway: Reports > Custom Reports > Set Up New 601667 - Add the option to see the description related to the overall performance rating (continued) Pathway: Reports > Custom Reports > Set Up New Custom Report – To display the Rating Threshold score, select the Overall Rating attribute as a field in your custom report. If you want to display the Rating Threshold score in a custom report, select the Overall Rating field from the Review file under Contributors.

Managers usually find out during the review of an employee. 601668 - Allow an employee goal to be automatically assigned to the review Business Problem Managers do not usually know which goals need to be assigned to a review, and it is not part of their responsibility. Managers usually find out during the review of an employee. Then, managers have to manually assign goals to all employees one at a time. PWR 601668 - Allow an employee goal to be automatically assigned to the review This enhancement addresses the following business problems:

601668 - Allow an employee goal to be automatically assigned to the review (continued) Organizational Performance Goals Setup Pathway: Setup > Tools > Validation Tables > Performance Goals The default value for an Organizational Goal is to attach it to the Performance Review. Changes to include or exclude goals from the performance review only impact reviews that have not started yet.

Setting Up Performance Goals 601668 - Allow an employee goal to be automatically assigned to the review (continued) Setting Up Performance Goals The following table summarizes the roles, and pathways to set up the various types of performance goals: Role Pathway Organizational Goal Team Personal Practitioner Setup > Tools > Validation Tables > Performance Goals X People > Talent > Performance Goals Manager My Team > Talent > Performance Goals Employee Myself > Talent > Performance Goals This slide is just a refresher on the roles and pathways to set up the various types of performance goals. It doesn’t highlight any new features. Depending on your security profile, you will be able to set up the different types of goals. Note that only practitioners can set up organizational goals. Both Practitioners and Managers can set up Team level goals. And Practitioners, Managers and Employees can set up Personal-level goals.

This option is available to Practitioners, Managers, and Employees. 601668 - Allow an employee goal to be automatically assigned to the review (continued) The View/Update Progress action also includes the Attach to Performance Review option shown in the Organizational Performance Goals setup. This option is available to Practitioners, Managers, and Employees. When you select the View/Update Progress action, you can view or change the Attach to Performance Review option. This option is available to Practitioners, Managers, and Employees.

601668 - Allow an employee goal to be automatically assigned to the review (continued) When users select the View/Update Progress action, the option to Attach to Performance Reviews: is available. This option is highlighted in red.

This option is available to Practitioners, Managers, and Employees. 601668 - Allow an employee goal to be automatically assigned to the review (continued) The Print Goal action also includes the Attach to Performance Review option. This option is available to Practitioners, Managers, and Employees. When you select the Print Goal action, you can view the Attach to Performance Review option

601668 - Allow an employee goal to be automatically assigned to the review (continued) When users select the Print Goal action, the Goal Details Print window indicates whether or not the Performance Goal is included in the Performance Review. the Goal Details Print window indicates whether or not the Performance Goal is included in the Performance Review as highlighted in red.

601668 - Allow an employee goal to be automatically assigned to the review (continued) Types of Performance Goals Attached to a Performance Review Organization, Team and Personal goals that are set to Yes for the Attach to Performance Reviews: option. Goals that are assigned to the employee. Goals that either do not require approval , are approved ,or are pending the approval process for any updates made to the goal. Goal is current and not included in any performance reviews to date. Historical goals are not considered. Here are the types of performance goals that can be attached to a Performance review. Take some time to familiarize yourselves with these types. Also note that historical goals are not considered.

601668 - Allow an employee goal to be automatically assigned to the review (continued) Excluding Performance Goals from a Performance Review Pathways: People, My Team, and Myself > Talent > Performance Goals > Current Goals tab To exclude a goal from a performance review: Set the value for the Attach to Performance Reviews: field to No. Check the Goal No Longer Being Pursued: checkbox. You can also elect to exclude performance goals from a performance review when you select the Goal No Longer Being Pursued checkbox.

Performance Review Notification [PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Performance Review Notification When the reporting manager does not complete the performance review on time, a notification will be sent to the manager’s direct manager. Here are the details regarding this new feature: The notification is sent in the form of an e-mail. When the e-mail is sent, the manager is copied on the e-mail going to their direct report. Only one e-mail is sent. This notification does not appear in the message centre. This reminder e-mail feature cannot be turned off. Here is an example of what will appear in the message: When the reporting manager does not complete the performance review on time, a notification will be sent to the manager’s direct manager. The performance review due date for Samuel Barbato is February 1 2014. This is a reminder that  Anthony Albright has not completed the Annual Review performance review yet and it is past due. Click here to log in to ADP Workforce Now and select People >Talent >Performance Reviews > Current Reviews. Then, click the Action icon and select Start Review. © 20XX ADP, Inc. 180 VMMDDYY[Course Code][Part #][Product Code][Version #]

Workforce Now Importing Changes The next topic is Importing changes.

[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] [PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Import Processing Version 5.1 When data was being imported the image showed Processing and the clocking symbol. Client were not aware of the import progress. Version 6.0 A progress bar has now been added, providing a visual on the progress of the import. This has been updated for all imports. In V6.0, a progress bar now provides a visual cue on the status of the import. Clients could not tell the progress of an import in version 5.1. © 20XX ADP, Inc. 182 VMMDDYY[Course Code][Part #][Product Code][Version #]

Import Log Enhancement [PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Import Log Enhancement Version 6.0: The Number of records dropped = field has been added to the summary list. The Import log now shows the number of records dropped as highlighted in red. © 20XX ADP, Inc. 183 VMMDDYY[Course Code][Part #][Product Code][Version #]

Workforce Now Tablet & Mobile The next topic covers the table and mobile applications. The following slides are from ADP in the United States and do reflect the Canadian locale.

ADP Mobile Solutions for Canadian Clients Available Features View Pay Statements Clock In/Out & Late Arrivals Timecards / Sheets View / Request Time Off Manager Timesheet & Time Off Approvals Access Company Directory View Company News Mobile Inbox View Calendar (coming soon) Here’s a list of the features that will be available for Canadian clients.

ADP Mobile Solutions Tablet - Dashboard Here’s the dashboard you’ll see on the Tablet. The Table application is only available on iPad, and in English only. French will be released at a later date

ADP Mobile Solutions Tablet – View Employee Profile Here’s how the employee profile appears on the Tablet.

ADP Mobile Solutions Tablet - View Pay Statements Here’s how the Pay Statements appear on the Tablet.

ADP Mobile Solutions Tablet – My Team As a Manager, here’s how the team is displayed on the Tablet.

ADP Mobile Solutions Tablet – Manager Approvals Here’s how Manager Approvals are displayed on the Tablet.

Payroll Enhancements Big Rocks The four enhancements that we call Big Rocks are the addition of 200 Tax Packets or Business Numbers, the 2nd Pay Group, the 3rd Bank Account and Increased Deduction Priority Fields. These Big Rocks have impacted the various systems shown here.

Big Rocks Impact Overview The impact of Big Rocks on the various systems has resulted in the following enhancements: 200 Tax Packets / Business Numbers Second Pay Group 3rd Bank Account Increase Deduction Priority Fields eOrder I-Hub I-Hub Service@work I-Hub Workforce Now Workforce Now Mainframe Workforce Now Service@work Mainframe Service@work Mainframe These Big Rocks have impacted the various systems shown here. Mainframe BIG ROCKS

Big Rocks Associate Training There will be a separate 3 hour training session to cover the complete Big Rocks module. There will be a separate 3 hour training session to cover the complete Big Rocks module.

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