1. Workforce Now Org Readiness Training Plan July 27, 2013 PWR Release

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 will applied to Workforce Now as of July 27, 2013
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4. Acronym List
PWR: Product Work Request WFN: Workforce Now AC: Additional Control AB: Additional Business / Staggered Business TO: Time Off HR: Human Resources TOR: Time Off Request IS: Implementation Specialist WBT: Web-Based Training Work WCB: Workers' Compensation Board DB: Database HTC: Hosted Time Clock

5. Agenda
The following modules will be affected by the July 27, enhancements:
Launch Workforce Now 5.0
I-Hub
Central
Additional Control
Delegation
Payroll Interview
Change of Ownership / Spin Off
Hosted Timeclock
Workforce Now
Employee Options
Org Chart
Reporting
Time Off
Workflow

6. Workforce Now (5.0)

7. [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]
Workforce Now 5.0 Launch
Workforce Now 5.0 will be launched on July 27th 2013 New Client will be implemented in version WFN 5.0. If the client needs to be implemented in version 4.1 will be driven by business decision. The default will be version 4.1.
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8. Workforce Now 5.0 Launch Enhancements
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
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Workforce Now 5.0 Launch
Enhancements
The enhancements discussed in this presentation are related to Workforce Now 5.0 which is going in on July 27th.
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9. I-Hub Central

10. I-Hub – Central – Cancelling a Project Module
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Central – Cancelling a Project Module
When the IS tries to cancel a module in I-Hub Project, a pop-up warning message will display informing them that this action can’t be reversed, “Are you sure you want to cancel this module”.
LUMIN ID: 83646
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11. I-Hub – Central – Benefits Solution Design Meeting
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Central – Benefits Solution Design Meeting
Modified the name for the task that will display on the I-Hub Project Dashboard.
OLD name: “Benefits Solution Design Meeting”
NEW name: “HR/Benefits Solution Design Meeting”
Existing Functionality
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12. I-Hub – Central – Benefits Solution Design Meeting
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Central – Benefits Solution Design Meeting
Modified the name for the task that will display on the I-Hub Project Dashboard.
OLD name: “Benefits Solution Design Meeting”
NEW name: “HR/Benefits Solution Design Meeting”
Enhanced Functionality
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13. I-Hub Additional Control (High Level)

14. I-Hub – Additional Control
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Additional Control
The enhancements made to incorporate Additional Control for existing business are as follows:
I-Hub will be supporting Additional Control implementations for Canadian Clients
I-Hub will be providing flexibility to choose the setup options for each of the additional control from one of the below options –
New Setup – Create New Interview (Interview process)
Refresh Payroll Data from Existing Company (Interview process)
Mainframe Copy from Existing Company (No interview process)
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15. I-Hub – Additional Control
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Additional Control
I-Hub will onboard the additional controls in the following systems –
NetSecure iSI (Update the client level AZ schema and the custom product profiles with the new additional controls)
WFN Client DB (Add the new additional controls to WFN client database)
New Activities added for Additional Controls
Configure Additional Control Setup options (LUMIN ID – 82760)
Service at Work Copy Setup (Current). PL opened to show as “Company Copy Process” (LUMIN ID – 82761)
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16. I-Hub – Additional Control - Enhanced Functionality
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Additional Control - Enhanced Functionality
Sales Order Type - Additional Control.
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17. I-Hub – Additional Control - Enhanced Functionality
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Additional Control - Enhanced Functionality
New tab in Project Details “Additional Control Setup”
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18. I-Hub – Additional Control - Enhanced Functionality
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Additional Control - Enhanced Functionality
Setup type has 3 selections to choose from.
Mainframe Copy & Refresh will need Source Company code.
Mainframe copy form existing company is informational only.
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19. Learning Services – Additional Control
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
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Learning Services – Additional Control
Associate Training
Webinar Session (Early August)
Recording Available in TMS
LUMIN Solutions
Quick Reference Guide
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20. I-Hub Delegation

21. I-Hub – Delegation – Project Level
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Delegation – Project Level
The enhancements made to Delegation process are as follows:
Delegation by project instead of entire IS dashboard
Current delegation functionality in I-Hub allows the Implementation Specialist to delegate the complete project dashboard
The new delegation functionality will allow the user to do delegation at a project level
The Implementation Specialist will have the flexibility to choose the individual projects to be delegated
The enhanced Delegation functionality will not allow Manages to delegate on behalf of the IS’s.
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22. I-Hub – Delegation – Current Functionality
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Delegation – Current Functionality
Current Process - IS’s can assign to one user and for only one date range
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23. I-Hub – Delegation – Multiple User
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Delegation – Multiple User
The enhancements made to Delegation process are as follows:
Delegation to Multiple Users by Date
The new delegation feature allows the following flexibility while delegating the projects –
IS can delegate one or more projects to one or more users
IS can define a date range for each user to work on the delegated projects
Delegation period ends at beginning of day
For example, Delegation end date = 03/01/13. Delegation would end at the 12:01 a.m., instead of 11:59 p.m
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24. I-Hub – Delegation - Enhanced Functionality
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Delegation - Enhanced Functionality
Click Delegate Projects
LUMIN ID: 83622
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25. I-Hub – Delegation - Enhanced Functionality
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Delegation - Enhanced Functionality
Delegate Multiple Projects
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26. I-Hub – Delegation - Enhanced Functionality
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Delegation - Enhanced Functionality
Add Delegate
Search by Name or address
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27. I-Hub – Delegation - Enhanced Functionality
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Delegation - Enhanced Functionality
Assign Delegate Start Date & End Date, add more Delegates
Delegation period ends at beginning of day
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28. I-Hub – Delegation - Enhanced Functionality
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Delegation - Enhanced Functionality
Delegated User gets an and steps to access the project.
LUMIN ID: 83608
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29. I-Hub – Delegation - Enhanced Functionality
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Delegation - Enhanced Functionality
Select I-Hub Home -> All Projects.
Search for client's Region, Company Code or address.
Search results are displayed in All Projects Home.
Click a company to view the Project Dashboard.
Click 'Activities delegated to me' under the Activities section.
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30. I-Hub – Delegation - Enhanced Functionality
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Delegation - Enhanced Functionality
Delegated clients become as a hyperlink and shows Delegated to.
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31. I-Hub – Delegation - Enhanced Functionality
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Delegation - Enhanced Functionality
To Delete Delegate, select the user and click Delete Delegate.
Deleting can be only done by client.
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32. I-Hub – Delegation - Enhanced Functionality
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Delegation - Enhanced Functionality
Delegate deleted gets an that the project has expired.
LUMIN ID: 83621
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33. I-Hub Payroll Interview

34. I-Hub – Payroll Interview - Delivery Options New Tax form
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Payroll Interview - Delivery Options New Tax form
Delivery Options to handle new tax form print option from company setup
Currently, Pay Statements has 3 delivery options but Tax Forms has only 2.
Pay Statement Printing:
Default is ON - Allow Employee to Switch Printing Option to OFF
Default is OFF - Allow Employee to Switch Printing Option to ON
Default is OFF - Employee Cannot Switch Printing Option
Tax Form Printing:
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35. I-Hub – Payroll Interview - Delivery Options New Tax form
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Payroll Interview - Delivery Options New Tax form
When a company is setup, the Tax Forms delivery options will have an addition:
“Default is OFF - Employee Cannot Switch Printing Option”
I-Hub Payroll interview will be expanded to include the 3rd Tax Form option
The impacted areas include:
PSI
ESS/MSS
Transfer
Add / Edit Company
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36. I-Hub – Payroll Interview - Delivery Options New Tax form
Payroll Interview Enhanced Functionality
Existing Functionality

37. I-Hub – Payroll Interview - Delivery Options New Tax form
Client > Client List > Company Code (Add / Edit)
Existing Functionality Enhanced Functionality

38. I-Hub – Payroll Interview - Delivery Options New Tax form
Workforce Now – Setup > Payroll >Company Settings
Existing Functionality Enhanced Functionality

39. I-Hub – Payroll Interview to service@work
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Payroll Interview to
I-Hub will export additional data to from I-Hub Payroll interview pages:
Begin Your Analysis
Company Contacts
Tax Information > Federal & Provincial
Health Tax
Workers’ Compensation Board
Labour Cost Analysis
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40. [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]
I-Hub – Payroll Interview to – Begin Your Payroll Analysis
Selections made for two fields determine the value passed to 1QTR (Produce EI Records) for > EI/ROE/QPIP form.
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41. [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]
I-Hub – Payroll Interview to – Begin Your Payroll Analysis
Record of Employment section, values passed to for Reports > Report Sort mnemonics CK10 and CK11.
I-Hub
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42. [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]
I-Hub – Payroll Interview to – Begin Your Payroll Analysis
Record of Employment section, values passed to for Reports > Report Sort mnemonics CK10 and CK11.
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43. I-Hub – Payroll Interview to service@work – Company Contacts
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Payroll Interview to – Company Contacts
Values are passed to > EI/ROE/QPIP for fields 2CNM, 2CPN, 2RON, and 2ROP.
I-Hub
1. ROE Contact Phone and Extension are passed to 2CPN (ROE Contact Phone Number). The first 5 digits of the 7 digit I-Hub value are applied to 2CPN.
2. ROE Issuer Phone and Extension are passed to 2ROP (ROE Issuer Phone Number). The first 4 digits of the 7 digit I-Hub value are applied to 2ROP.
Note: A warning will display if Extension is larger than field size.
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44. I-Hub – Payroll Interview to service@work – Tax Information
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Payroll Interview to – Tax Information
Employment Insurance Rates (if > 0) are passed to fields CRTE, 1EI2 – 1EI9 on the EI/ROE/QPIP form.
I-Hub
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45. [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]
I-Hub – Payroll Interview to – Workers’ Compensation Board
Values for WCB Rates (if > 0) and Classification Codes (if not blank) are passed to Company Setup > WCB Details fields 1W01, 1W03 – 1W13, and 1C01, 1C03 – 1C13.
I-Hub
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46. [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]
I-Hub – Payroll Interview to – Workers’ Compensation Board
Values for Quebec CSST Rates (if > 0) and CSST Classification Codes (if not blank) are passed to for Packets 1-9 (1W02, 1PR2 – 1PR9) and Quebec CSST Classification Codes for Packets 1 – 9 (1C02, 1CC2 – 1CC9) on the Company Setup > WCB Details page.
I-Hub
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47. I-Hub – Payroll Interview to service@work – Health Tax
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Payroll Interview to – Health Tax
Quebec Health Services Fund (HSF) – Values are passed to > Company Setup > Health Tax for fields IQMD, 1HCI, and 1HVR.
I-Hub
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48. I-Hub – Payroll Interview to service@work – Health Tax
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Payroll Interview to – Health Tax
Ontario Employer Health Tax (EHT) – Values are passed to > Company Setup > Health Tax for fields 1EHT, 1OHT, and 1HAER.
I-Hub
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49. I-Hub – Payroll Interview to service@work – Health Tax
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Payroll Interview to – Health Tax
Ontario Employer Health Tax (EHT) – Values are passed to > Company Setup > Health Tax for Ontario EHT Exemption fields 1OX1 – 1OX9.
I-Hub
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50. I-Hub – Payroll Interview to service@work – Health Tax
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Payroll Interview to – Health Tax
Manitoba Health & Education (HET) – Values are passed to > Company Setup > Health Tax for Manitoba HET fields 1MHT – 1MHX.
I-Hub
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51. I-Hub – Payroll Interview to service@work – Health Tax
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Payroll Interview to – Health Tax
Manitoba Health & Education (HET) – Values are passed to > Company Setup > Health Tax for Newfoundland & Labrador HAPSET fields 1NLT and 1NLX.
I-Hub
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52. I-Hub – Payroll Interview to service@work – Labor Cost Analysis
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Payroll Interview to – Labor Cost Analysis
Values are passed to > Labour Cost > Labour Cost General form for fields CJOB, 1LC1, and LCHL.
I-Hub
When Activate Labor Costing is checked on in I-Hub, the following values are passed to
1 is passed to CJOB (Labor Cost records), 1 is passed to 1LC1 (Distribute
Earn/Dedn), and 7 is passed to LCHL (LC History Summary).
Note: 1LHL is system generated from the Labor Cost LCHL entry.
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53. I-Hub – Payroll Interview – WCB
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Payroll Interview – WCB
Due to the changes made to the Workers' Compensation Labels, there are two labels (shown below) that is modified:
On the Earnings Accruals page
Payroll Summary - Main Report
Payroll Summary - Excel Report
The Payroll Summary - Main Report must also show the label changes in the Earnings Detail - Accruals section:
From: WCB BC From: WSIB NS
To: WorkSafeBC To: WCB Nova Scotia
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54. I-Hub – Payroll Interview - Earnings Accruals
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Payroll Interview - Earnings Accruals
Earnings Accruals field label changes on page and Summary Reports
Workers Compensation labels for BC and Nova Scotia were modified
Enhanced
Existing
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55. I-Hub – Payroll Interview
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Payroll Interview
HR interview has to be submitted prior to submitting the Payroll Interview.
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56. Change of Ownership / Spin Off (High Level)

57. Change of Ownership / Spin Off
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
Change of Ownership / Spin Off
Moving all or a subset of the employees within a company to a New company within a different client.
WFN support Change of Ownership through the following:
Synchronize Canada Payroll validation tables when initiating the “Spin-Off”
Moving Employees is done via ADPr Reports and Employee Import
Company has to be in “Spin-Off” mode when import is done
Add ability to set position as “Primary” via EE import
Processing payroll from “Spin-Off” page transmits transfer to mainframe
Adding functionality into EE Import to “Purge” source position in the scenario where a 40 TRAN was sent to the mainframe.
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58. Change of Ownership / Spin Off
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
Change of Ownership / Spin Off
Constraints
Archived Positions are out of scope
Positions has to be “Un-archived” to do Change of Ownership if they need to be moved
Paid New Hires not yet sent to Mainframe is out of scope
All paid positions imported into the target company are sent to the mainframe as “Transfer”
Employee Import does not support importing:
Statutory Compliance Information
Performance Reviews
Performance Goals
Non-mandatory Time position information
Time and Attendance Transactional data attendance, Time Card, Monthly schedule and Accumulator balances have to be updated manually
If Client has TIME OFF, only Policy assignment data will be moved to target company. No other TIME OFF information will be moved as part of extract and import process. They have to be updated manually.
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59. Change of Ownership / Spin Off
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
Change of Ownership / Spin Off
A Spin-off allows an ADP associate to move a group of positions from one company to another, either within the same client or between clients (Change of Ownership) ADP associates initiate a Spin-off in WFN through the Admin Tool
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60. Change of Ownership / Spin Off
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
Change of Ownership / Spin Off
The new Spin-off UI is used to link the two companies while the Spin-off is in progress, submit Spin-off data to the Paytech mainframe, and then un- link the companies when the Spin-off is complete. When requesting a new Spin-off, the Spin-off page is in “New Request Mode”
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61. Change of Ownership / Spin Off
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
Change of Ownership / Spin Off .
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62. Learning Services – Change of Ownership / Spin Off
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
Learning Services – Change of Ownership / Spin Off
Associate Training
Webinar Session (End of August)
Recording Available in TMS
LUMIN Solutions
Quick Reference Guide
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63. Hosted Timeclock

64. Added new Hosted Timeclock client wizard product
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
Hosted Timeclock
Added new Hosted Timeclock client wizard product
Existing clock features supported with the ADP Timeclock Manager software.
The Kronos Ethernet clocks will support this solution: (bar code, prox) and 4500 quick punch finger biometric (bar code, prox); InTouch
Clock configuration UI is client facing from within the WFN Time and Attendance module and easy for clients to configure and maintain.
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

65. Workforce Now Employee Options

66. Employee Options – Current Functionality
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
Employee Options – Current Functionality
While Hiring an employee, in New Hire Template, As per the current functionality, for SWITCH ON/OFF a User is required to enter a numeric value of 0 or 1 and for SWITCH 0-9 user is restricted to enter only value of 0 or 1.
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

67. Employee Options – Enhanced Functionality
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
Employee Options – Enhanced Functionality
In the enhanced functionality it will show SWITCH On /Off where
“On = value of 0” and “Off = value of 1”.
In Switch 0-9, the user will select from Drop down.
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

68. Workforce Now Org Chart

69. Displays the Job Title for Canadian Clients in the Org Chart
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
Org Charts
Displays the Job Title for Canadian Clients in the Org Chart
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

70. Workforce Now Reporting

71. Preview Reports
Currently, Preview reports older than 3 months are being stored in the system. All history is being kept.
New Process:
For Preview Reports, the threshold for availability in Workforce Now will be 3 months. Older reports will be deleted.
Similarly, the Processing History related information will be deleted after a period of 3 months.

72. Workforce Now TIME OFF

73. Practitioners – Approve Time Off Requests outside of Message Center
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
Practitioners – Approve Time Off Requests outside of Message Center
Practitioners will be able to approve time off requests.
Practitioners are often not part of approval workflow, and managers/ supervisors are not always prompted to review employees’ time off requests.
Practitioners want to approve Time Off Requests in a timely manner.
Practitioners have to reroute Time Off Requests and then access their own Message Center and approve requests one at a time.
Practitioners would like to approve outside of Message Center where they have access to all pending requests.
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

74. A new page will be added and accessible from Mega Menu.
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
Practitioners – Approve Time Off Requests outside of Message Center – Changes
A new page will be added and accessible from Mega Menu.
PATH: Process > Time Off > Process Pending Requests
This page will display all pending requests.
It will include Time Off and Carryover Requests from all employees who the Practitioner has edit access to.
Practitioners will be able to select and approve multiple requests.
Practitioners will not need to be part of the approval workflow. They just need to have edit access to employees.
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

75. Up to 10 requests will display on this page.
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
Practitioners – Approve Time Off Requests outside of Message Center – Changes
Up to 10 requests will display on this page.
Only Pending and In Progress requests will display on this page. Requests with Other statuses will not be displayed
Records will be displayed in the order of employee name, then ‘Submitted On’ and ‘Request Period’ fields. Columns don’t have sorting options.
Filter Options by employee name (First or Last Name) and Date Range (Request Period)
Action column dropdown to have:
Leave Pending (default)
Approve
Deny
Cancel
Mark all approved link to change the action dropdown on all the requests on the page to Approve.
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

76. Practitioner to approve up to 10 requests at a time.
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
Practitioners – Approve Time Off Requests outside of Message Center – Changes
Practitioner to approve up to 10 requests at a time.
Time Off validations will be performed first and if validation is successful, Time Off will send the update to Portal.
In user’s Message Center the request will show status.
Once Practitioner approves, request will be considered fully approved.
Any further approval steps in workflow setup will be ignored.
After successful process, requests will not be displayed on the page.
If validation is unsuccessful, page will show a message indicating which requests were not processed.
User will be able to view the Error Log page to see the error details.
Only errors will show up on the Error Log, not warnings.
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

77. Practitioners – Approve Time Off Requests
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
Practitioners – Approve Time Off Requests
Outside of Message Center – Page. LUMIN ID: 83609
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

78. Practitioners – Approve Time Off Requests
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
Practitioners – Approve Time Off Requests
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

79. Practitioners – Approve Time Off Requests
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
Practitioners – Approve Time Off Requests
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

80. Practitioners – Approve Time Off Requests
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
Practitioners – Approve Time Off Requests
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

81. Practitioners – Approve Time Off Requests
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
Practitioners – Approve Time Off Requests
Error Log
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

82. Practitioners – Approve Time Off Requests
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
Practitioners – Approve Time Off Requests
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

83. Workforce Now Workflow

84. Workflow – Current & Enhanced Process
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
Workflow – Current & Enhanced Process
Workflow Enhancements
When configuring setup > approval process > Event Configuration for workflows, clients can currently set up an escalation to ensue any unattended transactions are approved, should a manager not do the approval in time.
Once an escalation happens, if the original manager wants to approve, the practitioner must re-route the transaction back to the manager.
The ability has been added to escalate a transaction, but also allow the original manager/approver to be able to approve it, thereby avoiding the need for the re-route.
No impact to the Message Centre with this, same behavior as Current will remain.
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

85. Workflow – Event Configuration - Enhanced Process
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
Workflow – Event Configuration - Enhanced Process
A new field will be available when setting up an escalation.
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

86. Workflow – Event Configuration - Enhanced Process Example
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
Workflow – Event Configuration - Enhanced Process Example
Sally works for manager John. Approval path is set up to send Sally’s transactions to John, her manager, for approval. An escalation is set up that if John does not approve in 3 days, the workflow should be escalated to Tim.
Entry of Tim in the first field above works as it does today. Only Tim will be able to approve once escalated (or transaction can be re-routed back to John).
Entry of Tim in the second field above will allow Tim OR John to approve after escalation has occurred.
Workflow History will reflect the approval steps that occurred.
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

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

88. Questions

89. Thank You