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Welcome to ADP Document CloudSM

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Presentation on theme: "Welcome to ADP Document CloudSM"— Presentation transcript:

1 Welcome to ADP Document CloudSM

2 Copyright and Trademarks
Copyright © 2013 by ADP, Inc. All Rights Reserved This material is copyrighted by ADP, Inc 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.

3 [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 is applied to Workforce Now for Document Cloud © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

4 Agenda In this module of Document Cloud you will learn the following: What is Document Cloud. Setup and Security Management. Managing Employee Documents – Categories and Subcategories. Uploading a Document. Searching, Retrieving and Viewing Documents. Audit History.

5 What is Document Cloud

6 [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] What Is Document Cloud? ADP Document Cloud is a service that allows practitioners, managers, employees, and supervisors to upload and categorize documents. ADP Document Cloud is not automatically turned on for upgrades and HR is required module. ADP Document Cloud is a billable feature & are billed as Per Employee Per Month (PEPM) ADP Document Cloud is a tool that offers employers the opportunity to digitally manage, safely store, retrieve and retain specific employee documents. Central Server You're going to learn about document cloud management, a feature of ADP Workforce Now, which allows employees, practitioners, managers, and supervisors to upload documents to a central server. In this module, you'll learn how to create categories and subcategories to organize and easily locate your documents. You'll also learn how to generate audit history views which show all the changes that have been made to any document, as well as list all of the documents in an employees’ document repository. Practitioners, Managers, Supervisors, and Employees can upload documents. The process remains the same for each role. The only differences are in the navigation steps which we will explain later in this presentation. In terms of implementation, the Document Cloud service is not automatically turned on for upgrades and does not require HR. © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

7 What Is Document Cloud? (Continued)
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] What Is Document Cloud? (Continued) Here is a listing of an employee’s documents which resides on document cloud. This illustration shows the result of uploading and categorizing an employee’s documents which reside on a central server, the document cloud. © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

8 Anytime, anywhere access from multiple locations
ADP Document Cloud: Simple, Secure, Access to all your Employee Documents Benefits Anytime, anywhere access from multiple locations More secure than paper with encryption, role-based security, auditing and full backup and disaster recovery Increases productivity All employee data in one place Supports green initiatives and reduces physical storage costs Instructor: Review the slide contents. Note: Optional - See the attachment, ADP Document Cloud Job Aid - an additional handout for the class.

9 Setup and Security Management

10 Document Cloud Setup Stages
These are the Setup Stages for the two Setup scenarios. New Client Salesforce.com eOrder eStart I-Hub Workforce Now Client in Service or In Implementation Salesforce.com eOrder eStart Admin Tool Workforce Now Instructor: Read the slide contents

11 Setting Up: Onboarding Phase
In Onboarding phase, you can identify the SCN:147 and HR Module is Required. Next, follow the steps outlined here. Client in Service or In Implementation New Client Salesforce.com Salesforce.com eOrder eOrder eStart eStart I-Hub – No tasks Admin Tool – Client Setup Automatic Module Available in Workforce Now Verify Activities Instructor: Read the slide contents Module added to Workforce Now: Same steps for all Setups

12 Setting Up: Workforce Now
In Workforce Now, Implementation & Service Representatives: Select Access Permissions / Manage Profiles Activate all Categories and Subcategories Deactivate all U.S. Subcategories Add Canadian Subcategories Assign Security Profiles Instructor: Read the slide contents

13 Workforce Now: Setting Up the Document Cloud
The ADP Document Cloud service is a Portal Shared Service feature. It is delivered as a separate product/service in Client Wizard. The Document Cloud default is as unchecked (Client setup Wizard) for client in Service / Implementation. Manual activation is required. New Client – Document Cloud will be activated automatically. ADP Document Cloud is a billable item. Turn on selected items in the Client Wizard, Security, and in Setup > Manage Employee Documents. Note: In the October release, I-Hub will recognize the item and will be activated in Client Setup Wizard. Follow the four-step process described in the following slides. Instructor: Review the slide contents. This is specifically geared to implementation associates. The ADP Document Cloud service is a Portal Shared Service feature and is delivered as a separate product/service in Client Wizard. The Service is initially delivered as unchecked (Off). The ADP Document Cloud service must be selected within Client Wizard and Client Wizard run in order to enable menu access. Instructor – Review the slide contents and demo steps 3 and 4.

14 Workforce now Setup Steps at a Glance – Existing Clients
Instruction 1 In Client Wizard, under Step 2 (Services Selection); Additional Features > Turn on Digital Employee Records. 2 In Client Wizard, under Step 3 (Activities Selection); Verify if Employee Documents are turned on Employee Documents in the People Tab Employee Documents in the My Team tab. My Documents on the Myself tab Manage Employee Documents on the Setup tab. 3 The client practitioner (or ADP Admin via Universal Access) selects Access Permissions / Manage Profiles and selects the appropriate permissions. 4 The client practitioner (or ADP Admin via Universal Access) activates, inactivates, or creates custom categories/subcategories, and assigns appropriate security profiles. Instructor: Review the slide contents.

15 Setup Steps 1 and 2 Step # Instruction 1
In Client Wizard, under Step 2 (Services Selection); Turn on Digital Employee Records. Note: Initially only the Manage Employee Documents menu link will be activated for the Standard Practitioner profile. 2 In Client Wizard, under Step 3 (Activities Selection); Verify the following are turned on: Myself > Employment > My Documents My Team > Employment > Employee Documents People > Employment > Employee Documents Setup > Tools > Manage Employee Documents Instructor: Review the slide contents. Note for Step 1: When you turn on Digital Employee Records in the Client Wizard, there are two menu links that will be enabled for the standard practitioner profile: Manage Employee Documents (under Setup) and Employee Documents (under People).  The standard practitioner won't be able to upload documents until he/she has gone into Manage Employee Documents and set up the appropriate security for each category and subcategory.   Note for Step 2: The items will be turned on based on the client’s preferences. For example, the client may decide not to allow managers to access the documents belonging to their direct reports.

16 Step 1: Selecting Digital Employee Records
In the Client Wizard, under Additional Features, select Digital Employee Records (only for clients in Implementation or Service) Note: for new clients the box will be automatically checked Let’s have a look at where in the Client Wizard you activate Digital Employee Records. This is step 1. Instructor: Review the slide contents.

17 Step 2: Selecting Employee Documents in the Client Wizard
To activate the Document Cloud for practitioners, begin in the Client Wizard. Under the People tab, in the Employment section, select Employee Documents. Let’s look at step 2. In this example, the practitioner is being set up, since you have selected the People tab. Instructor: Review the slide contents.

18 Setup Step 3 Step # Instruction 3
The client practitioner (or ADP Admin via Universal Access) selects Access Permissions / Menu Access and selects the appropriate profiles to view the following menus (Myself [Employee], My Team [Manager/Supervisor] and People [Practitioner]); and to determine the appropriate permissions(edit properties, delete, upload, view/add notes) for each profile. Example for Standard Employee Profile: Setup > Security > Access Permissions > Menu Access > Employee > Standard Employee > Myself > Employment > My Documents Instructor: Review the slide contents. For the employee, manager/supervisor, and practitioner, the following permissions are available for selection for all security profiles depending upon the client's security requirements. These permissions apply to all categories and subcategories to which the security profile has access: View Upload Edit Properties Add Notes View Notes

19 Setup Step 4 Step # Instruction 4
The client practitioner (or ADP Admin via Universal Access) will need to go to the Manage Employee Documents page to: Activate categories / subcategories and assign appropriate security profiles Inactivate ADP delivered categories / subcategories that the client does not want to use Add custom categories / subcategories and assign security profiles Note: Permission to access categories and subcategories is based on the profiles assigned to each individual category or subcategory. All users within an assigned profile will have the same access. The Practitioner user may create custom profiles to limit access to certain users within the same role. Instructor: Review the slide contents.

20 Step 4: Activate and Inactivate Categories and Subcategories
Activate the Work Eligibility Category. Inactivate I-9 / Employment Eligibility Subcategory. View the Active and Inactive Subcategories in the Work Eligibility Category. Instructor: Review the slide contents.

21 Categories and Subcategories - Process
All the Categories have a status of Inactive.

22 Categories and Subcategories - Process
All IS’s will have to activate the default Categories based on client requirements. Assign Profiles for Categories

23 Categories and Subcategories - Process
Once the Categories are activated – it also activates all Subcategories. Assign Profiles for Categories

24 Categories and Subcategories - Process
Inactivate All US Subcategories.

25 Categories and Subcategories - Process
IS’s can add Canadian Subcategories. The added Subcategories shows as Custom.

26 Inactive Subcategories
Implementation Process: Activate and Inactivate Categories and Subcategories The Implementation Process - IS’s will activate Categories and deactivate US Subcategories. The below table shows the Subcategories to be deactivated and to Add custom Subcategories. Inactive Subcategories Active Subcategories CATEGORY SUBCATEGORY Confidential - Medical Federal ADA / State Disability Federal / State FMLA Non-FMLA Medical Leave OSHA Medical/Exposure/Analyses Work Eligibility I-9 / Employment Eligibility Employment Eligibility Benefits COBRA - Notices / Elections Hiring EEO Self Identification Form Instructor: Review the slide contents.

27 Custom - Categories and Subcategories - Process
When adding Custom Categories & Subcategories both for English & French can be add in same screen . Select the Category from the dropdown.

28 Managing Employee Documents: Categories and Subcategories

29 Managing Employee Documents: Categories and Subcategories
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Managing Employee Documents: Categories and Subcategories Create a “container” (category and subcategory) that will hold all of the documents belonging to the same category. Categories and subcategories: Provide easy access and retrieval of uploaded documents. Standard categories and subcategories are provided and have a status of Inactive. Create custom categories or subcategories based on a company's need. Subcategory = Benefit Claims Category = Benefit Let’s say you need to upload a series of documents and want to be able to group them based on a category (for example, benefits or hiring). You can create a “container” that will hold all of the documents belonging to the same category. Categories and subcategories are used to organize and manage employee documents to provide easy access and retrieval of those documents. Access to the standard categories and subcategories is controlled by an individual's or group's access permissions. Standard categories and subcategories have been provided to assign to employees’ documents. All categories and subcategories that come with the ADP Document Cloud have already been designated as inactive and have to be assigned to all profiles. Only practitioners can create custom categories based on a company's need. © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

30 Adding Categories and Subcategories
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Adding Categories and Subcategories To add a custom category or subcategory begin at: Setup > Tools > Manage Employee Documents Only practitioners can: Create custom categories and subcategories Designate the category or subcategory as active and assign profiles. A category status must be Active before the user is able to view it in the Document List page. Only members of that assigned profile will be able to view the category or subcategory on the Document List page. To add a custom category or subcategory begin at: Setup > Field Definitions & Mapping > Manage Employee Documents The Add Category page allows the Practitioner to create a custom category and subcategory or add a custom subcategory to an existing category (standard or custom). The Practitioner can then make the category or subcategory active and assign profiles. A category status must be Active before the user is able to view it in the Document List page. Once a category or subcategory has been made Active, the Practitioner user must assign profiles through security access. Users that are part of the assigned profiles will then be able to view the category or subcategory on the Document List page. For example, if a document is assigned to the manager profile, then only managers can retrieve and view the document. © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

31 Best Practice Tips for Categories and Subcategories
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Best Practice Tips for Categories and Subcategories There are several Best Practice tips that pertain to Categories and Subcategories. You can access this information via Help icon. Instructor: Read the slide contents. © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

32 [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] Editing Categories On the Edit Category page, practitioners can change the status and profile assignments of a category. Practitioners can hide a category or subcategory by changing the status to Inactive. If a category status is changed to Inactive, the assigned profiles will be removed. The profiles must be reassigned if the status is changed back to Active. The practitioner can edit the name of a custom category or subcategory. Instructor: Read the slide contents. © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

33 Deleting Categories and Subcategories
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Deleting Categories and Subcategories If you attempt to delete a category or subcategory while documents are still attached to the category or subcategory, the following message displays: If you delete a category or subcategory while documents are attached to that category or subcategory, you must reassign those documents to another category and subcategory. (Note to self: get new screenshots when you have access to DIT/FIT.) © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

34 See Online Help for the following topics: Adding a Custom Category
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] For More Information See Online Help for the following topics: Adding a Custom Category Changing the Profile of a Custom Category or Subcategory Inactivating a Category or Subcategory Changing the Name of a Custom Category or Subcategory Deleting a Custom Category or Subcategory (TBD) Instructor: Review the slide contents. © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

35 Uploading a Document

36 Who Can Access and Upload Documents?
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Who Can Access and Upload Documents? Practitioner: Uploads a document on behalf of an employee. Manager/Supervisor: Uploads a document on behalf of their direct or indirect reports. Employee: Uploads a document on behalf of himself or herself. This document can only be retrieved by the employee who uploaded the document, as well as the employee’s manager and the practitioner. Central Server Employee Direct Reports Practitioner Manager/Supervisor The Practitioner can upload a document on behalf of an employee. Managers/Supervisors can upload a document on behalf of their direct or indirect reports. An employee can upload a document on behalf of himself or herself. An employee’s document can only be retrieved by the employee who uploaded the document, as well as the employee’s manager and the practitioner. The process of uploading a document is basically the same regardless of the role. However, the person’s role determines whose document they are able to upload. © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

37 The Starting Point for Uploading Documents
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] The Starting Point for Uploading Documents The following chart shows the locations where practitioners, managers/supervisors, and employees can upload documents. Practitioners: People > Employment > Employee Documents Managers/Supervisors: My Team > Employment > Employee Documents Employees: Myself > Employment > My Documents © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

38 Uploading a Document: Six Steps
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Uploading a Document: Six Steps Identify the person whose document you want to upload. Locate the file. Categorize the document with a category and subcategory. Practitioners can create, prior to the upload process, custom categories and subcategories. Enter an effective date and an expiration date (optional). Add a note (optional). Attach the document. Follow these five steps to upload a document. Number 1: Identify the person whose document you want to upload. This person can be yourself or someone else. This step will vary slightly depending on the user role (practitioner, manager/supervisor, or employee). Number 2: Locate the file. Number 3: Categorize the document with a category and subcategory. Practitioners can create, prior to the upload process, custom categories and subcategories. Number 4: On the document properties page, enter effective and expiration dates. Both the effective date and the expiration date fields are memo fields and are not tied to any functionality in the document cloud. Number 5: Adding a note is an optional step. Number 6: Attach the document © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

39 Uploading Documents – Additional Information
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Uploading Documents – Additional Information You can upload multiple documents at once, even if the documents are located in various folders and directories. The method you use to upload your documents depends on your browser. Currently, for documents that have already been uploaded, you can view, print, or export only one document at a time. Multiple file types supported: doc, pdf, jpg, wmv, tif, xls, ppt, mp4, zip, etc. Unlimited storage space 10 mg limit per document Note: The following file types may be uploaded, but must be downloaded to the user’s desktop to be opened in their associated programs: MP4, MP3, AVI, WMV, MOV, ZIP You can upload multiple documents at one time, even if they are located in different drives and directories, depending on your browser. For documents that already reside on the central server, you can view, print, or export only one document at a time. © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

40 Universal Access Due to privacy reasons when associates are working with clients, using Universal Access, they are not able to view or upload any of the clients’ documents. However, associates will be able to help clients via Bomgar or any other medium in place. Instructor: Review the slide contents

41 Searching, Retrieving and Viewing Documents

42 Searching, Retrieving, and Viewing Documents
Only practitioners and managers/supervisors can search for employees’ documents. To locate an employees’ document, Go to: People / My Team > Employment > Employee Documents Click the magnifying glass, then click Search Options. Enter one or more search criteria, and click Search. Only practitioners, managers, and supervisors can search for employees documents. When associates are working with clients and are using Universal Access, they are not able to view any of the clients’ documents. However, associates will be able to help clients manage their documents.

43 Searching, Retrieving, and Viewing Documents (Contd)
Security Access Permission will define who are accessible to Practitioners and Managers Employees can only access / upload their own documents. Central Server Employee Direct Reports Practitioner Manager/Supervisor The results of a search are limited to only those employees to whom the practitioner, manager, or supervisor have access. Managers and supervisors can only access documents belonging to their direct or indirect reports. Employees can only access their own documents.

44 The Document Repository
Users (based on their security profiles) will only see categories and subcategories to which they have been granted access to. Instructor: Read the slide contents.

45 The Document Repository (Continued)
You can perform the following: Filter the list of documents View a thumbnail image of the document When you click an item on the left side, the middle section displays only those documents belonging to that category. In addition, a thumbnail image of the document displays in the section on the right along with the document properties. Click View to open the document viewer.

46 Searching Within an Employee’s Repository
To locate the document, in the search field shown below, enter keywords, file name, or any part of the content. From the employee’s document repository page, you enter keywords, file name, or any part of the content to locate the document. Images are not searchable. Remember, you are only searching for documents belonging to this specific employee. To view any document in her repository, click the name of the document.

47 The Document Viewer Clicking on “View” will launch the built in viewer that displays the full document. This viewer is built into the application and allows users to view any type of document or image without having to open the program with which it was created. The viewer also works with any device type, including mobile. Example: a PDF doc will not open in Acrobat program but will open in the viewer. The document viewer, which is built into the application, allows users to view any type of document or image without having to open any other application. The viewer works with any device type, including mobile.

48 Other Actions: Notes, Delete, View Audit History
Click Other Actions to view the Notes, Delete a document, or view Audit history. The Other Actions button has four options: Notes, delete, view audit history, and download file You can view or add notes to a document. All notes are tracked with a date and time stamp showing the user who entered each note. User can also delete the document, view the audit history for a specific document type, or download the file. Later in the presentation, we’ll review the audit history views in more detail.

49 Audit History

50 The Audit History From Two Perspectives
You can look at the audit history from two different perspectives: The following roles, given appropriate permissions, can view the document: Employees Managers Supervisors Practitioners Perspective 1: The Document Audit History view shows the audit history for a specific document. To display this view, select the applicable document to view, then click Other Actions on the thumbnail image. Perspective 2: The Employee Audit History view displays an employee’s entire document repository and is only available to practitioners. Instructor: Explain that participants had a chance to view an audit history in their practice; now we'll discuss the two types of audit history available. Review the slide contents

51 Audit History: Document View
Document Audit History view contains the following information: Category and subcategory. File name; date and time the file was accessed. Who accessed the document. The access method (what Action was taken to the document when it was accessed). Instructor: Read the slide contents

52 Audit History: Repository View
Employee Audit History view displays an employee’s entire document repository. To display this view, click the green action button next to the Categories filter on the Employee Documents page. Only available for Practitioners. Instructor: Read the slide contents

53 Audit History: Repository View (Continued)
The illustration below shows the employee’s document repository. Instructor: Read the slide contents

54 Additional Information

55 Key Points to Remember Practitioners, Managers/Supervisors, and Employees can upload documents. ADP Document Cloud is not automatically turned on and does require HR module. Practitioners and managers/supervisors can access documents only for employees to whom they have security permissions Only practitioners can create custom categories and subcategories, designate the category or subcategory as active, and assign profiles. Practitioners can hide a category or subcategory by changing the status to Inactive. Instructor: Review the slide contents.

56 Key Points to Remember You can upload multiple documents at once, even if the documents are located in various folders and directories. The method you use to upload your documents depends on your browser. If you delete a category or subcategory while documents are attached to that category or subcategory, you must reassign those documents to another category and subcategory. The audit history views show a) the audit history for a specific document or b) an employee’s entire document repository. The audit history view is independent of the Workforce Now Audit Trail report. Instructor: Review the slide contents.

57 inactivate U.S. specific categories / subcategories.
Key Points to Remember In terms of setup, Digital Employee Records and Employee Documents must be turned on in the client wizard. Initially the Manage Employee Documents menu link will be activated only for the Standard Practitioner profile. The client practitioner (or ADP Admin via Universal Access) will need to go to the Manage Employee Documents page to: activate categories / subcategories and assign appropriate security profiles. inactivate ADP delivered categories / subcategories that the client does not want to use. inactivate U.S. specific categories / subcategories. add custom categories / subcategories and assign security profiles. Instructor: Review the slide contents.

58 Searching, viewing, uploading, and deleting a document
For More Information See the Online help, Manage Employee Documents Tasks for topics including: Searching, viewing, uploading, and deleting a document Managing categories for employee documents Adding and viewing a note attached to a document Downloading, exporting, or printing an employee document Viewing the history of an employee document Also, see the ADP Document Cloud Job Aid, available on the LMS as an attachment to this course. Instructor: Review the slide contents. The Job Aid is available as a handout on the LMS.

59 Uploading a Document (Practitioner) Uploading a Document (Manager)
Learning Bytes Uploading a Document (Practitioner) Uploading a Document (Manager) Uploading a Document (Employee) Using Document Management Categories and Sub-categories (Practitioner) Instructor: Review the slide contents.

60 For More Information (Continued)
The following new LUMIN solutions have been created Solution ID Solution Title 84521 Uploading a Document – Document Cloud 84522 Searching/Viewing Employee Documents – Document Cloud 84523 Deleting Employee Documents – Document Cloud 84524 Managing Categories and Subcategories – Document Cloud 84525 Assigning Permissions Security Access – Document Cloud 84527 Viewing Audit History – Document Cloud 84528 Setting Up Document Cloud These solutions have been tagged for implementation and support Instructor: Review the slide contents.

61 Please take time to complete the Survey after this session.

62 Questions

63 Thank You


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