What’s New in Working with Clients Using ADP Document Cloud for ADP Workforce Now V06231480766WFN70

New Features of Document Cloud Manage Categories – Canada Documents Group Documents Search Missing Documents Search Workflow Approval for Employee Documents Universal Access Enhancements Document Cloud and ADP Workforce Now Canada V06231480766WFN70

Manage Categories – Canada Documents Canada Documents is added under Manage Employee Documents (Path: Setup > Tools > Manage Employee Documents)

Group Documents Search Purpose After employees or practitioners upload documents, 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 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 get 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 – Path Reports > Additional Reporting > Employee Document Search

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 the 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 Process 1. The practitioner sets up the workflow. 2. An employee uploads a document to Document Cloud. 3. Managers or practitioners receive a notification from 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. 4. The manager approves the document by clicking Approve. 5. The document is successfully uploaded to Document Cloud.

Workflow Approval for Employee Documents There are new Standard Activities (Setup > Approval Process > Activity Configuration) for workflow. Each standard activity is role specific. Employee – My Documents (shown) Manager – Employee Documents Practitioner – Employee Documents

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

Universal Access Enhancements Currently, ADP Associates using Universal Access (UA) can only access the a clients’ Document Cloud Manage Categories page. With Workforce Now V7.0, ADP Associates using UA will be able to access other Document Cloud features including My Documents, Employee Documents, and the search features discussed in this presentation. ADP Associates will still be prevented from viewing or downloading the customer’s actual employee documents. Important Note: Only document properties are accessible in UA.

Coming Up Next: Document Cloud and ADP Workforce Now Canada The Document Cloud condensed business cards contain multi-position and country codes. Benefits Canadian customers, especially those with cross-border requirements Categories and subcategories can be assigned to US, Canada, or both. US Best Practices are now hidden from Canadian customers.

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 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.

Key Points to Remember (Continued) With Workforce Now V7.0, ADP Associates using UA will be able to access other Document Cloud features including My Documents, Employee Documents, and the search features discussed in this presentation. ADP Associates will still be prevented from viewing or downloading the customer’s actual employee documents. Let’s take a couple of minutes to review some of the highlights from today’s webinar. Review the slide contents.

Document Cloud: Additional Resources LUMIN Solutions Refer to the following solutions for additional information on ADP Document Cloud. These LUMIN solutions can be found in the ADP Workforce Now microsite.   Solution # Description 84522 Searching/Viewing Employee Documents – Document Cloud 84521 Uploading Employee Document – Document Cloud 84523 Deleting Employee Documents – Document Cloud <pending> Searching for Group Documents – Document Cloud Searching for Missing Documents – Document Cloud Setting Up Workflow Approvals for Employee Documents – Document Cloud Determine Access Permissions   Awaiting LUMIN IDs

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