Setting Up and Supporting Clients Using Employee Development in ADP Workforce Now [Developer: Use this slide if you are not using audio. You can add text. If you are going to provide a printout pdf of the slides as a separate link, be sure to PDF the file with one slide per page.] V06231480760WFN7

Setting Up and Supporting Clients Using Employee Development in ADP Workforce Now Following topics are covered in this module: Overview Enabling Employee Development in the Client Wizard Accessing Employee Development Pages to Add Information to an Employee Record Populating Employee Development Validation Tables Adding Custom Fields for Employee Development Data Setting Up Approval Workflows for Managers and Employees Entering Data in Self-Service Making Employee Development Pages Accessible to Managers and Employees in Self-Service Additional Resources V06231480760WFN7

Overview This topic will answer the following questions: What Is Employee Development? What is changing? How will clients learn about Employee Development? Who is responsible for setting up and supporting Employee Development? [Developer: Use this slide as the first slide in every new topic.]

What is Employee Development? ADP Workforce Now provides clients with the ability to track employee development-related information, including: Education Licenses and certifications Skills Memberships Awards Training Language Previous employers Clients may allow their managers and employees to enter and update this information on their own using Manager and Employee Self Service.

What’s Changing? Currently, only HR clients who also have Talent have access to the Employee Development pages. Feedback from both clients and sales associates indicates a gap in the HR product offering, in that clients expect the HR module to provide the ability to store employee development information. To enhance our HR product offering, Employee Development will be offered to Core HR clients, even if they do not have Talent.  [Developer: You may use this slide to include H1s in your topic if your topic is particularly complex and includes sub-topics with corresponding slides. In most cases, you will not need to use this slide and should instead use H2s, i.e., the “arrow” headers that follow.]

How Are We Communicating the Availability of Employee Development to HR Clients? Beginning July 12th, ADP will field test offering Employee Development to selected V6 clients who do not currently use the feature. These clients, who have Core HR or HR Profile but do not have the Talent module, will see an alert message, similar to the one below, when they log on ADP Workforce Now. Track your employees’ knowledge, skills, and abilities within ADP Workforce Now. Click here to find out more.” When clients click the hyperlink, they will see another, more detailed message about tracking employee development and will be able to access training.

Roles and Responsibilities This topic will answer the following questions: How are roles and responsibilities changing? What are Implementation roles and responsibilities? What are Service roles and responsibilities? [Developer: Use this slide as the first slide in every new topic.]

Who is Responsible For Setting Up and Supporting Employee Development? Offering Employee Development to HR clients who do not have Talent, as well as PC/Payroll clients who have HR Profile, brings a change in the responsibilities for certain implementation and support roles.

What Are Implementation Roles and Responsibilities? Task Role Responsible Core IS or Comprehensive Services HCM Completes I-Hub Interview Implements Employee Development, including setting up validation tables Sets up security groups DSC Imports employee development data Specialty IS Sets up workflows Sets up self-service

What Are Service Roles and Responsibilities? If you are a: Then you will support: Support Consultant (SC) Clients with completing tasks associated with Employee Development Service Support Specialist (SSS) Support Consultants with completing their tasks related to Employee Development PC Tech Support Support consultants and service support specialists with completing their tasks, the same way you do now

Enabling Employee Development in the Client Wizard This topic will answer the following questions: Will Employee Development be enabled for all clients? How do I respond to client requests regarding enabling and disabling Employee Development? How do I enable or disable Employee Development? [Developer: Use this slide as the first slide in every new topic.]

Will Employee Development Be Enabled for All Clients? Initially, Employee Development will be enabled for selected clients participating in the field test. The People > Development menu will be visible to all practitioners in the Standard Practitioner profile. If clients use custom practitioner groups to grant different practitioner different types of access, they will have to make Employee Development pages available to those custom groups in Setup > Security > Access Permissions. Practitioners will be able to manage employee and manager access to Employee Development pages, in order for them to view, add, or edit information.

If Employee Development: And the client wants to: Then you can: How Do I Respond to Client Requests Regarding Enabling and Disabling Employee Development? If Employee Development: And the client wants to: Then you can: Is enabled Customize what managers and employees can see or do Assist the client with customizing employee and manager access to Employee Development pages, as needed, Setup > Security > Access Permissions Disable the feature Deactivate manager and employee access permissions to employee development pages in Setup > Security > Access Permissions Note: It is important that you do not turn the feature off in the Client Wizard.

If Employee Development: And the client wants to: Then you can: How Do I Respond to Client Requests Regarding Enabling and Disabling Employee Development? (Continued) If Employee Development: And the client wants to: Then you can: Is disabled Enable the feature Enable the feature in the Client Wizard Assist the client with activating employee and manager access to Employee Development pages in Setup > Security > Access Permissions

How Do I Enable Employee Development? You can enable Employee Development in the Client Setup Wizard, Step 3: Activities Selection. Follow the directions in the highlighted area of the Activities Selection page to enable the feature, specific pages, or edit privileges for the specific pages. When the boxes are green, the feature and related pages are enabled for the client. In this example, all of the Development pages are enabled.

How Do I Disable Employee Development? It is not advisable to disable Employee Development in the Client Wizard, Instead, you can edit manager and employee access permissions by clearing the checkboxes on the My Team or Myself Menu pages so that managers and employees do not see the pages in self-service. The procedures for activating the employee development pages in self-service are found on pages 38 – 40 of this self-study. You can follow similar procedures for deactivating access to the pages.

Accessing Employee Development Pages to Add Information to an Employee Record This topic will answer the following questions: Where do clients access Employee Development pages in ADP Workforce Now? How do clients add employee development information to an employee’s record?

Where Do Clients Access Employee Development Pages in ADP Workforce Now? Starting Point: People > Development > [Development Page]

How Do Clients Add Employee Development Information to an Employee’s Record? Starting Point: People > Development > Licenses/Certifications Navigate to the employee’s record. Click Add (+). Enter the appropriate information. Click Done. 2 3 4

Populating Employee Development Validation Tables This topic will answer the following questions: How do clients populate Employee Development validation tables? Which validation tables do clients use to enter Employee Development data? How do clients enter data into validation tables? How do clients import data into validation tables? What other ways can validation tables be updated? 2

How Do Clients Populate Employee Development Validation Tables ? Clients can populate validations tables in two ways: Entering the data into the table Importing the data

Which Validation Tables Do Clients Use to Enter Employee Development Data? The related Employee Development validation table categories are highlighted in the screen cap. You can expand each category to see the specific validation tables related to each category. The specific tables are also listed in the body of the page.

How Do Clients Enter Data Into Validation Tables? Starting Point: Setup > Tools > Validation Tables In the left column, expand the related validation table category and select the specific validation table. Click Add (+). Enter the code and description. Click Done. 2 1 3 4

How Do Clients Import Data Into Validation Tables? Clients can import employee development data instead of entering it into ADP Workforce Now. Clients can access the import guides and import templates needed on the Support Center.

Accessing Import Guides and Validation Table Import Templates Starting Point: Support > Product Documentation

Accessing Import Guides and Validation Table Import Templates (Continued) Under Importing Data Into ADP Workforce Now, clients select the appropriate importing activity.

What Other Ways Can Validation Tables Be Updated? If clients have ADP Workforce Now Recruitment, it may be possible for applicants to add to certain values to their validation tables, including: Learning institution Previous employers Skills Licenses and certifications Memberships

Adding Custom Fields for Employee Development Data Clients may want to add custom fields to Employee Development related pages if there is information they want to track but it is not provided in ADP Workforce Now. For example, some clients track tuition reimbursement payments on their employees’ Education pages. This topic will answer the following question: How do clients add custom fields to Employee Development pages?

How Do Clients Add Custom Fields to Employee Development Pages? Starting Point: Setup > Tools > Custom Fields In the View field, select the page to which you want to add a custom field. Click Add (+). In the Field Name and Field Type fields, enter the appropriate information. Click Done. 1 2 3 4

How Do Clients Add Custom Fields to Employee Development Pages How Do Clients Add Custom Fields to Employee Development Pages? (Continued) Result: The field displays on the selected Employee Development page.

Setting Up Approval Workflows for Managers and Employee Entering Data in Self-Service This topic will answer the following questions: Why do clients need to set up approval workflows? When do clients need to set up approval workflows? How do clients set up approval workflows?

Why And When Do Clients Need To Set Up Approval Workflows? Clients who allow managers and employees to update their development information in self-service may want to set up approval workflows so that those entries are reviewed, acknowledged, or approved by a practitioner or manager. Clients must set up the approval workflows before configuring the manager and employee self service access.

How Do Clients Set Up Approval Workflows ? Starting Point: Setup > Approval Process > Approval Paths Click Add (+). Complete the Approval Paths page. Click Save. 1 2 3

How Do Clients Ensure Manager and Employee Updates Follow the Appropriate Workflow for Approval? Starting Point: Setup > Approval Process > Activity Configuration Click on the name of the activity you want to configure and associate with the approval workflow. Complete the Activity Configuration page by assigning the approval path and identifying the types of notifications, if any. Click Save. 2 1 3

Making Employee Development Pages Accessible to Managers and Employees in Self-Service This topic will answer the following questions: What does it mean to manage employee and manager access to Employee Development pages in Self-Service? What activities can clients make available to managers and employees in self- service? How do clients make employee development pages accessible in self-service?

What Does It Mean to Manage Employee And Manager Access to Employee Development Pages in Self-Service? When Employee Development is enabled, clients can customize and manage manager and employee access to the related pages in ADP Workforce Now by: Enabling access permissions to the appropriate My Team and Myself pages in self-service Clients can further customize access by creating security groups, if needed, and specifying the types of access they want to give those groups of employees. For example, clients may create a security group for temporary employees to limit or prevent their self-service access.

What Activities Can Clients Make Available to Managers and Employees in Self-Service? Below is the list of employee development-related activities you can make available for employees and managers to make their own updates in self-service. Manager Activities Employee Activities Manager – Awards Manager – Education Manager – Employee Goal Create Manager – Employee Goal Update Manager – Language Manager – Licenses/Certifications Manager – Memberships Manager – Previous Employers Manager – Skills Manager – Training Employee – Awards Employee – Education Employee – Employee Goal Create Employee – Employee Goal Update Employee – Language Employee – Licenses/Certifications Employee – Memberships Employee – Previous Employers Employee – Skills Employee – Training

How Do Clients Make Employee Development Pages Accessible in Manager and Employee Self-Service? Starting Point: Setup > Security > Access Permissions Click Menu Access. Click Manager or Employee, depending on which profile you want to update. Click the appropriate Manager or Employee profile you want to update. 1 2 3

How Do Clients Make Employee Development Pages Accessible in Manager Self-Service? After accessing the appropriate Manager Profile: Select My Team. Result: The My Team menu access page displays. Enable access to Employee Development pages by selecting the checkboxes to the left of each page. Enable the ability to edit those pages by selecting the checkbox to the left of the Edit Privileges selection for each of the pages. Click Save. Note: You can deactivate access to the pages in a similar way by clearing the checkboxes. 4 5 6 7

How Do Clients Make Employee Development Pages Accessible in Employee Self-Service? After accessing the appropriate Employee Profile: Select Myself. Result: The Myself menu access page displays. Enable access to Employee Development pages by selecting the checkboxes to the left of each page. Enable the ability to edit those pages by selecting the checkbox to the left of the Edit Privileges selection for each of the pages. Click Save. Note: You can deactivate access to the pages in a similar way by clearing the checkboxes. 4 5 6 7

Nothing in Lumin at this point. Tara to confirm. Additional Resources Resource Description (To Be Confirmed) 81850 HR - Track Employee Development Information 100304 HR – Self Service Setup for Employee Development 80708 – Employee Development Setup Nothing in Lumin at this point. Tara to confirm.

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