1. What’s New in Time Off for ADP Workforce Now
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V WFN70

2. Overview: Time-Off Enhancements
This topic will answer the following questions:
Why is it easier to enter a time-off request?
Why are time-off approvals more efficient?
Why are balances easier to understand?
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What’s New in Time Off > Overview: Time-Off Enhancements
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3. Key Points to Remember
Employees access a new Time Off Request page to submit requests.
Managers and supervisors can use the new Time Off Request page when submitting requests for the employee.
Employees view balances in the new Balance Formula window.
Employees, managers, and supervisors submit product feedback using the Product Feedback link in ADP Workforce Now.
What’s New in Time Off > Overview: Time-Off Enhancements

4. Understanding Company-Level Setup Changes
This topic will answer the following questions:
Which fields on the Systems Options page changed?
Which field was added to the System Options page?
How the logic of the Include Future Transactions When Calculating Balances check box changed?
How to display pay schedules on the calendar?
Are minimum balances still added to employee balances?
What are the key points to remember when reviewing company-level setup?
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What’s New in Time Off > Understanding Company-Level Setup Changes
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5. Time-Off Company-Level Setup
With ADP Workforce Now V7, two company-level fields were changed:
Do Not Include future transactions when displaying balances
Minimum Balance
And with ADP Workforce Now V7, one company-level fields was added:
Display Pay Schedule on the Calendar
What’s New in Time Off > Understanding Company-Level Setup Changes

6. Include Future Transactions When Displaying Balances
On the System Options page, the Do Not Include Future Transactions when displaying balances was changed to Include Future Transactions when displaying balances.
To access this page, point to Setup and select System Options.
New clients have the check box selected by default.
What’s New in Time Off > Understanding Company-Level Setup Changes

7. Include Future Transactions When Displaying Balances (Continued)
Existing clients will be converted to the following setup.
IF the V6 check box was:
THEN the V7 check box will be: 
Do not include Future Transactions when calculating balances
Include Future Transactions when calculating balances 
Do not include Future Transactions when calculating balances
Include Future Transactions when calculating balances
What’s New in Time Off > Understanding Company-Level Setup Changes

8. Include Future Transactions When Displaying Balances (Continued)
If you select Include Future Transactions When Calculating Balances, the Scheduled field is displayed for future-dated time-off requests in the Balance Formula window. 
Setup
Employee Balance Display
Include Future Transactions when calculating balances
(This is the default.)
The Scheduled field is displayed.
What’s New in Time Off > Understanding Company-Level Setup Changes

9. Include Future Transactions When Displaying Balances (Continued)
If you do not select Include Future Transactions When Calculating Balances, the Scheduled field is not displayed for future-dated time-off requests in the Balance Formula window.
Setup
Balance Display
Include Future Transactions when calculating balances
(This is the default.)
The message is displayed
as follows: “Scheduled requests are not included in the Balance.”
What’s New in Time Off > Understanding Company-Level Setup Changes

10. What Do You Think?—Include Future Transactions
The client’s System option page has:
It’s July 1, the employee has 48 earned/adjusted vacation hours and 40 vacation hours scheduled for July 24. What balance displays on the employee’s Balance Formula window? Click the correct answer.
Include Future Transactions when calculating balances
A. 8 Balance
B. 40 Balance
C. 48 Balance
What’s New in Time Off > Understanding Company-Level Setup Changes

11. What Do You Think?—Include Future Transactions (Continued)
The client’s System option page has:
It’s July 1, the employee has 48 earned/adjusted vacation hours and 40 vacation hours scheduled for July 24.
The balance displaying in the employee’s Balance Formula window is:
0 Carryover
48 Earned/Adjusted
0 Taken
48 Balance
Scheduled requests are not include in the balance.
Include Future Transactions when calculating balances
What’s New in Time Off > Understanding Company-Level Setup Changes

12. Display Pay Schedule on the Calendar (Continued)
On the System Options page, the Display Pay Schedule on the Calendar check box was added to allow clients to choose whether to display company pay schedules on the employee calendar.
The check box is selected by default.
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What’s New in Time Off > Understanding Company-Level Setup Changes
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13. Display Pay Schedule on the Calendar
When the check box is selected, the pay schedule is displayed on the calendar.
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What’s New in Time Off > Understanding Company-Level Setup Changes
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14. The Minimum Balance Field
In ADP Workforce Now V6, the hours in the Minimum Balance field were added to the Future Projections field on the employee’s Balance Formula window. .
What’s New in Time Off > Understanding Company-Level Setup

15. Minimum Balance (Continued)
In ADP Workforce Now V7, the hours in the Minimum Balance Field WILL NOT BE added to any field on the employee’s Balance Formula window. .
What’s New in Time Off > Understanding Company-Level Setup Changes

16. Key Points to Remember
On the System Options page, the title of the Do Not Include future transactions when displaying balances check box changed to Include Future Transactions when displaying Balances.
On the System Options page the logic of the Minimum Balance field changed.
On the System Options page, the Display Pay Schedules on the Calendar checkbox was added.
If you select Include Future Transactions When Calculating Balances, the Scheduled field is displayed. If you do not select the check box, the “Schedule requests are not included in the Balance” message is displayed.
On the System Options page, select the Display Pay Schedules on the Calendar checkbox to display the payroll schedule on the calendar.
The hours in the Minimum Balance field will not be added to any field on the employee’s Balance Formula window.
What’s New in Time Off > Understanding Company-Level Setup Changes

17. The New Balance Window
In the Balance column, you can click a link to view the breakdown as of a specific date in the Balance Formula window.
What’s New in Time Off > Understanding Time-Off Balances

18. The New Balance Window: Fields
Field Display
In the Balance Formula window, the following six fields may be displayed:
Carry Over
Earned/Adjusted
Taken
Scheduled
Future Projections
Other
Balance
Click Next to read the descriptions of the fields that are displayed
ADP Workforce Now Help page.
Note: Your contents may vary depending on your setup.
What’s New in Time Off > Understanding Time-Off Balances

19. The New Balance Window: Page Help
What’s New in Time Off > Understanding Time-Off Balances

20. The New Balance Window: Setups
Format and Field Display
The employee-level balance is displayed according to your policy- and company- level setups.
Policy Level
Employee Level
Company Level
What’s New in Time Off > Understanding Time-Off Balances

21. Time-Off Policy-Level Setup
How are accruals calculated for this policy?
Based on the accrual engine that you select, one of the following balance windows opens.
What’s New in Time Off > Understanding Time-Off Balances

22. Time-Off Policy-Level Setup (Continued)
How are accruals calculated for this policy? (Continued)
If the policy accrual engine is Based on Setting in This Policy (ADP Workforce Now Time Off) or External System Accruals, then the following employee balance format is displayed:
Balance formula + policy name + hours
+/- formula
Up to six of the following fields:
Carry Over
Earned/Adjusted
Taken
Scheduled
Future Projections
Balance
Other
Balance Details link
What’s New in Time Off > Understanding Time-Off Balances

23. Time-Off Company-Level Setup: Scenario 1
You want employees to see a total balance that includes time-off requests with a future date. The implementation associate does not select the check box, which is the default setting.
What’s New in Time Off > Understanding Time-Off Balances

24. Time-Off Employee-Level Balance: Scenario 1
The employee requests five hours of vacation for July 3. When viewing vacation balances on July 1, the employee notices the five vacation hours in the Scheduled field, which is subtracted from the balance.
What’s New in Time Off > Understanding Time-Off Balances

25. Time-Off Company-Level Setup: Scenario 2
You want employees to see a time-off balance that does not include time-off requests with a future date. The implementation associate selects the check box.
What’s New in Time Off > Understanding Time-Off Balances

26. Time-Off Employee-Level Balance: Scenario 2
The employee requests five hours of vacation for July 3. When viewing vacation balances on July 1, the employee notices that the Scheduled field is not displayed and the following message appears:
“Scheduled requests are not included in the balance.”
What’s New in Time Off > Understanding Time-Off Balances

27. Review: Employee Balances
You learned that the following fields affect the employee balance.
If You Click
Then the Following May Display
Based on Settings in This Policy (ADP Workforce Now Time Off) or External System Accruals
Balance Formula + policy + hours
+/- formula
Up to six different fields: - Carry Over - Earned/Adjusted - Taken - Scheduled - Future Projections - Balance
Balance Details link
What’s New in Time Off > Understanding Time-Off Balances

28. Best Practice
Follow this best practice when reviewing the employee balance.
If the Policy Has
And the Include Future Transactions When Displaying Balances Check Box Is
Then the Employee Balance
Zero or positive minimum balance hours
Selected
Includes the Future Transactions field
Includes the Scheduled field (when applicable)
Displays the correct balance for requesting time off
Negative minimum balance hours
Not Selected
Does not include the Future Transactions field
Does not include the Scheduled field
What’s New in Time Off > Understanding Time-Off Balances

29. For More Information
For more information about employee balances, access the Support Center and search for the following topic:
Time Off—Do Not Include Future Transactions in Balances
What’s New in Time Off > Understanding Time-Off Balances

30. Viewing Employee Balances for ADP Workforce Now Policies
This topic will answer the following questions:
Which fields can display in the employee balance window?
What are the key points to remember when?

31. Overview
This section focuses on clients where all policies are setup as Based on Setting in this policy (ADP Workforce Now). This will be referred to as ADP Workforce Now policies.
What’s New in Time Off > Viewing Employee Balances for ADP Workforce Now Policies

32. Workforce Now Balance Display on the Calendar
On the calendar, the Balance column displays individual links for each policy, which you click to open view the Balance Formula window for that policy.
What’s New in Time Off > Viewing Employee Balances for ADP Workforce Now Policies

33. The Balance Details - Summary Page
On the Balance Formula window, click Balance Details to open the Balance Details - Summary page for that policy.
What’s New in Time Off > Viewing Employee Balances for ADP Workforce Now Policies

34. The Balance Details - Summary Page
The Summary page provides a more detailed +/- balance formula for a policy on a specific date.
What’s New in Time Off > Viewing Employee Balances for ADP Workforce Now Policies

35. The Balance Details - Summary Page (Continued)
Hours fields and functions are explained.
You can navigate to other policies by selecting the policy list.
The Earned and Adjusted fields are separated.
What’s New in Time Off > Viewing Employee Balances for ADP Workforce Now Policies

36. The Balance Details - Summary Page (Continued)
Hours fields and functions are explained.
Scheduled hours displays because the company-level Include Future Transactions when calculating balances check box is selected.
Pending hours do not add to the balance.
What’s New in Time Off > Viewing Employee Balances for ADP Workforce Now Policies

37. Transaction Details
From the Summary page, you can determine if you want to view all the hour transactions or one specific type of hours for the policy.
Click Transactions to view all the hours transaction types for that policy.
Click a colored block to view one specific type of hours for the policy.
The Legend explains the colour coding
What’s New in Time Off > Viewing Employee Balances for ADP Workforce Now Policies

38. All Types of Hours Transactions
This Transactions page displays a detailed history of the employee’s transactions for a policy.
What’s New in Time Off > Viewing Employee Balances for ADP Workforce Now Policies

39. One Type of Hours Transactions
This Transactions page displays a detailed history of the employee’s transactions for one specific type of hours for the policy. .
What’s New in Time Off > Viewing Employee Balances for ADP Workforce Now Policies

40. Transactions by Policy
Either Transactions has the same functionality.
What’s New in Time Off > Viewing Employee Balances for ADP Workforce Now Policies

41. The Balance Details - Summary Page E(Continued)
You click the colored bar to display a Transaction page listing all the transactions for that hours type.
What’s New in Time Off > Viewing Employee Balances for ADP Workforce Now Policies

42. The Balance Details - Summary Page
To view the individual policy transactions, click Transactions.
What’s New in Time Off > Viewing Employee Balances for ADP Workforce Now Policies

43. Key Points to Remember
In the Balance Formula window, you can view the employee’s carryover, earned/adjusted, taken, scheduled, and future projection hours.
The accrual engine selection affects the balance display format.
If you select Do Not Include Future Transactions When Calculating Balances, the Scheduled field is displayed. If you do not select the check box, the “Schedule requests are not included in the Balance” message is displayed.
Depending on whether you select the check box or enter data in the Minimum Balance fields, affects what is displayed in the Future Projections field.
To view the balance details in the Balance Formula window, click Balance Detail.
What’s New in Time Off > Viewing Employee Balances for ADP Workforce Now Policies

44. Deleting Time-Off Transactions
This topic will answer the following questions:
What additional transactions can you delete in the Delete Time Off Transactions wizard?
What are the key points to remember about deleting time-off transactions?
[Developer: Use this slide as the first slide in every new topic.]
What’s New in Time Off > Deleting Time-Off Transactions
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45. Deleting Time-Off Transactions (Continued)
Previously, you could delete the following time-off transactions:
All Transactions
Adjustment
Requested Carryover
Stop/Restart Accrual
Stop/Restart Processing
Summed Taken
System Generated Transactions (Time Off Accruals)
Taken
Now, you can delete the following additional time-off transactions:
External Award (Time Off Import)
What’s New in Time Off > Deleting Time-Off Transactions

46. Deleting Time-Off Transactions (Continued)
Previously, you could delete the following time-off transactions:
What’s New in Time Off > Deleting Time-Off Transactions

47. Deleting Time-Off Transactions (Continued)
Previously, you could delete the following time-off transactions:
All Transactions
Adjustment
Requested Carryover
Stop/Restart Accrual
Stop/Restart Processing
Summed Taken
System Generated Transactions (Time Off Accruals)
Taken
Now, you can delete the following additional time-off transactions:
External Award (Time Off Import)
What’s New in Time Off > Deleting Time-Off Transactions

48. Deleting Time-Off Transactions (Continued)
New Functionality, you could delete the following time-off transactions:
What’s New in Time Off > Deleting Time-Off Transactions

49. Deleting Time-Off Transactions (Continued)
New Client being implemented in WFN 7.0, IS will have the option to turn it on via access permissions.
From 6 to 7 if functionality will still be available.

50. For More Information
For more information about deleting transactions, access the Support Center and search for the following topic:
Time Off–Delete Transactions
What’s New in Time Off > Deleting Time-Off Transactions

51. For more information about employee balances, access the Support Center and
Thank you
What’s New in Time Off > Understanding Time-Off Balances