What’s New in Universal Access for ADP Workforce Now

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Presentation transcript:

What’s New in Universal Access for ADP Workforce Now For the best experience, you should complete the topics in order by clicking the Next button to move through them, but you can vary the order if you like. Go through the topics at your own pace. Take a break when you need to and come back and pick up where you left off. [Developer: 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.] V06301480784WFN70

Table of Contents Associate Logon Process The Client Menu in WFN V6.0 Logon Process and Switching To and From V6.0 Method 1: Switching Between V6.0 and V7 Using the Menus Method 2: Switching Between V6.0 and V7 When Prompted Understanding the Prompts Using the Correct WFN Version What Is the Purpose of “Return to ADP Support?” Portal WFN7 Header The ADP Menu: WFN V6.0 vs. WFN V7 Important Information: ADP Menu V7 Points to Remember [Developer: Use this slide as the first slide in every new topic.]

Associate Logon Process Logging on to Workforce Now Version 6.0 (Production) Using your Universal Access (UA) credentials, log on to Workforce Now V6.0 Production http://workforcenow.adp.com Result: The Admin Tool displays Note: The Admin Tool contains both the Client and ADP menus. The Client Setup Wizard is an activity on the Client menu and displays when you log on to the Admin Tool. [Developer: Use this slide as the first slide in every new topic.]

The Original Client Menu in WFN V6.0 In WFN V6.0, the Client menu (part of the Admin Tool) contains two submenus, including Client Management and Support. Within each submenu, there are multiple activities. [Developer: Use this slide as the first slide in every new topic.] Note: Because we are continually improving our solutions, the screens in this presentation may differ from those that you see in the product.

The Client Menu in WFN V6.0 In WFN V6.0, specific activities available in the Client menu include: Submenu Activities Client Management Client Setup Wizard Client List I-Hub Core Time Client Setup Support Client Search Audit Trail Batch Status [Developer: Use this slide as the first slide in every new topic.]

The Client Menu in WFN V7 In WFN V7, the Client menu (part of the Admin Tool) contains six submenus, including Client Management, Support, Sales Demo, Spin-Off/Merge, Migration, Integration, and Connections. Within each submenu, there are multiple activities. [Developer: Use this slide as the first slide in every new topic.] Note: Because we are continually improving our solutions, the screens in this presentation may differ from those that you see in the product.

Switching To and From V6.0 Logging on to Workforce Now Version 6.0 Continue to login by default to Workforce Now V6.0 Production http://workforcenow.adp.com You have the ability to move from WFN V6.0 to V7 and vice versa. V6.0 V7 Switching between V6.0 and V7 (or the reverse) can be done in two ways: Method 1: Manually via the menus Method 2: Automatically switch to the correct WFN version when you access a clients’ data (via UA). Each method will be discussed in the following slides.

Method 1: Switching Between V6.0 and V7 Using Menus Using the Menus: After you log on by default to WFN V6.0, you can switch to V7 in the same browser window. Or, you can go to V6.0 after having switched to V7.

Method 2: Switching Between V6.0 and V7 When Prompted The following setup and scenario apply to both the client wizard and to Universal Access (Act as User). We will focus our discussion on the client wizard. In this scenario, we will not be using the menus but will instead be answering prompts to switch to the correct WFN version. Setup You log on to WFN V6.0 using your UA credentials. In the WFN V6.0 client wizard, select a WFN V7 pilot client. Scenario The WFN V6.0 Client Wizard (CW) recognizes that the client being requested is a V7 client. A pop-up message is displayed: “The client is set up on WFN V7. Would you like to go to WFN V7 now?” Yes or No options follow. Yes –redirects you, in the same browser window, to WFN V7 to perform CW client search/select for the client. You must use the same version of WFN as the client you are trying to access (for example, Workforce Now V7) No – closes the popup message and keeps you on the WFN V6.0 CW client search page with the current search criteria and results. [Developer: Use this slide as the first slide in every new topic.]

Method 2: Understanding the Prompts Let’s take a closer look at the prompts you receive after entering a client ID connected with WFN V7. Remember, you are logged into WFN V6.0. Question How should you answer the question in the white box below? Result Click Yes. You will be redirected to WFN V7 which matches the clients’ version of Workforce Now. You are logged on to WFN V6.0 with your UA credentials. You select a WFN V7 client. [Developer: Use this slide as the first slide in every new topic.]

Method 2: Understanding the Prompts (Continued) Let’s take a closer look at the prompts you receive after entering a client ID connected with WFN V6.0. Remember, you are logged into WFN V6.0. Question How should you answer the question in the white box below? Result Click Yes. You remain on WFN V6.0 which matches the clients’ version of Workforce Now (V6.0). You are logged on to WFN V6.0 using your UA credentials. You select a WFN V6.0 client. [Developer: Use this slide as the first slide in every new topic.]

Using the Correct WFN Version As an ADP Associate, you log on by default to WFN V6.0. If you are using Universal Access or the Client Wizard (CW) to access a WFN V7 client, you need to switch to WFN V7. For both Universal Access and the Client Wizard, you must be running the same WFN version that the client is running. If You Are Running And You Are Using UA /CW to Access a Client Running You Must Illustration V6.0 V7 Switch to V7 Slide #10 Remain on V6.0 Slide #11 Switch to V6.0 Remain on V7 [Developer: Use this slide as the first slide in every new topic.]

Using the Correct WFN Version (Contined) Locating WFN V6.0 clients If you are running WFN V6.0, you will be able to search or find the WFN V6.0 client in the Toolbar Client search results and perform Universal Access. Locating WFN V7 clients If you are running WFN V6.0, you will not be able to search or find the WFN V7 client in the Toolbar Client search results. Since you know (via the Client List or other tools) that the client is on WFN V7, you must switch to the same WFN Version (WFN V7) that the client is running. Note: You can determine the client’s WFN version from the Client List page. [Developer: Use this slide as the first slide in every new topic.]

What Is the Purpose of “Return to ADP Support” Return to ADP Support brings you back to the point of origin. If you UA into a WFN V6.0 client, “Return to ADP Support” will return you to the UA Home page for WFN V6.0. If you UA into a WFN V7 client, “Return to ADP Support” will return you to the UA Home page for WFN V7. WFN V6.0 [Developer: Use this slide as the first slide in every new topic.] WFN V7

Portal WFN V7 Header The WFN V7 Header will display a static “Workforce Now V7” text to help distinguish WFN V7 from WFN V6.0. Note: WFN V6.0 will not display any version text in the header. [Developer: Use this slide as the first slide in every new topic.]

The ADP Menu: WFN V6.0 vs. WFN V7 The ADP menu for V6.0 is different from the ADP menu in V7 WFN V6.0 WFN V7 [Developer: Use this slide as the first slide in every new topic.] In WFN V7, alerts and banners are added under Content > ADP Global Content.

Important Information: ADP Menu V6.0 When you click ADP Global Content, a drop down list is displayed, containing the following content items: ADP News, Administrator Tools, and My Tools. The term ADP Banners is renamed ADP News in WFN V7. [Developer: Use this slide as the first slide in every new topic.]

Points to Remember Continue to log on by default to Workforce Now V6.0 Production http://workforcenow.adp.com For both Universal Access and the Client Wizard, you must be running the same WFN version as the client is running. Switching between V6.0 and V7 (or the reverse) can be done in two ways: Method 1: Manually via the menus Method 2: Automatically switch to the correct WFN version when you access a clients’ data (via UA). . [Developer: Use this slide as the first slide in every new topic.]

Points to Remember (Continued) If you are running WFN V6.0, you will not be able to search or find the WFN V7 client in the Toolbar Client search results. If you are running WFN V7, you will be able to search or find the WFN V7 client in the Toolbar Client search results and perform Universal Access. The ADP menu for V6.0 been changed in V7. ADP Global Content contains ADP News, Administrator Tools, and My Tools. Alerts and banners (News) are added under Content > ADP Global Content. [Developer: Use this slide as the first slide in every new topic.]

Thank you