What’s New in ADP Document Cloud 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.] V06231480767WFN7

New Features of ADP Document Cloud Group Documents Search Missing Documents Search Workflow Approval for Employee Documents ADP Document Cloud and ADP Workforce Now Canada

Group Documents Search Purpose After employees or practitioners upload documents in ADP Document Cloud, the Group Documents Search allows practitioners to search for specified documents across the organization’s entire set of documents. Note: Because we are continually improving our solutions, the screens in this presentation may differ from those that you see in the product.

Group Documents Search (Continued) Practitioners can search for documents in two ways: Filter the documents by people-related criteria (employment status, department, location, Company Code, job, reports to). Filter the documents by document-related criteria (category, subcategory, keywords, expire date, effective date, upload date).

Group Documents Search (Continued) On the Search Employee Documents page, practitioners can view the results of the document search. The practitioner can also download the data to a comma-separated values (CSV) file.

Missing Documents Search Purpose The Missing Documents Search allows managers or practitioners to identify which employees have not uploaded documents in ADP Document Cloud. Scenario A practitioner requests that all employees upload their resume by Friday. On Monday, the practitioner notices that 10 people have not uploaded their resume. How can the practitioner identify who has not uploaded the form? Solution The practitioner runs the Employees with Missing Documents search to view a list of employees who have not uploaded their resume.

Missing Documents Search (Continued) To identify employees with missing documents, practitioners need to select criteria from two areas: People Related Criteria Documents Related Criteria

Missing Documents Search (Continued) On the Search Employee Documents page, practitioners can view the results of the employee search. The practitioner can also download the data to a comma-separated values (CSV) file.

Workflow Approval for Employee Documents Purpose Practitioners can now create a workflow process to approve an employee’s uploaded documents. The workflow can be configured to approve newly uploaded documents or changes to a document (properties change, notes added, document deleted). Scenario An employee uploads an resume. The manager receives a notification in the Message Center to approve the document. Once the manager completes the approval, the document automatically uploads to document cloud.

Workflow Approval for Employee Documents (Continued) Process The practitioner sets up the workflow. An employee uploads a document to ADP Document Cloud. Managers or practitioners receive a notification in the Message Center when the employee document requires approval. The approver can review, reject, and view history. The submitter (in this case, the employee) can review and view history. The manager approves the document by clicking Approve. The document is successfully uploaded to ADP Document Cloud.

Workflow Approval for Employee Documents (Continued) There are new standard activities (Setup > Workflow > Activity Configuration) for workflow. Each standard activity is role-specific. Employee – My Documents (shown below) Manager – Employee Documents Practitioner – Employee Documents

Workflow Approval for Employee Documents (Continued) When the workflow approval is in process, the document has a status of pending and is not available on the Employee Documents page.

Key Points to Remember The Group Documents Search allows practitioners to search for specified documents across the organization’s entire set of documents. Practitioners can search for documents in two ways: People-related criteria (employment status, department, location, Company Code, job, reports to) Document-related criteria (category, subcategory, keywords, expire date, effective date, upload date) The Missing Documents Search allows managers or practitioners to identify which employees have not uploaded documents in ADP Document Cloud. Practitioners can now create a workflow process to approve an employee’s uploaded documents. The workflow can be configured to approve newly uploaded documents or changes to a document (properties change, notes added, document deleted). Let’s take a couple of minutes to review some of the highlights from today’s webinar. Review the slide contents.

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