1. Workforce Now Org Readiness Training Plan October 26, 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 is applied to Workforce Now as of October 26, 2013
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

4. Acronym List
PWR: Product Work Request WFN: Workforce Now AC: Additional Control AB: Additional Business / Staggered Business TO: Time Off NB: New Business TOR: Time Off Request IS: Implementation Specialist WBT: Web-Based Training Work WCB: Workers' Compensation Board HCMC: Human Capital Management Consultant ED: Effective Date ROE: Record of Employment

5. Agenda
The following modules will be affected by the October 26, enhancements:
ROE Enhancements
ROE SAT v4.0
ROE Standalone Page
ROE in Wizard (TERM/LOA)
ROE EE Import
ROE Transfer
ROE Company Filing Method
ROE ADPR Changes
ROE Conversion
I-Hub
Payroll Interview
Workforce Now
CPT30
User Preferences
Year End

6. ROE Enhancements ROE SAT v4.0

7. ROE Enhancements - ROE SAT v4.0
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
ROE Enhancements - ROE SAT v4.0
Transfer date is Previous Processed Regular Payroll Run Pay Period End Date
Record of Employment (ROE) Secure Automated Transfer (SAT) is a system used by large companies to send Records of Employment (ROEs) to Service Canada in a secure electronic format (Direct Filing).
Service Canada recently introduced a more rigorous set of rules (SAT v 4.0) in order to produce better quality ROEs.
ADP implemented these new rules, which include both additional fields and new edit logic, in both the payroll mainframe and Paytech products, including WFN.
The new fields and edits apply only to Direct Filing clients. Paper ROE companies do not have access to the new fields, and are not subject to most of the new edit logic.
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

8. ROE Enhancements - ROE Pages
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
ROE Enhancements - ROE Pages
There are at least two ‘views’ of the ROE page:
ROE Standalone Page View has two versions:
Paper Filers
Direct Filers
ROE Page in the Termination/LOA Wizard View currently has one format used by all companies (selection in dropdown changes)
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

9. ROE Enhancements Standalone Page

10. ROE Enhancements - Standalone Page – Paper Filers
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
ROE Enhancements - Standalone Page – Paper Filers
Redesigned for improved functionality
Shortened ‘Comments’ field to 144 characters
Removed the ability to ‘Amend’ previously created Paper ROEs.
(‘Amend’ is not applicable for Paper ROEs.)
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11. ROE Enhancements - Standalone Page – Paper Filers
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
ROE Enhancements - Standalone Page – Paper Filers
Redesigned for improved functionality – Continued
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12. ROE Enhancements - Standalone Page – Direct Filers
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
ROE Enhancements - Standalone Page – Direct Filers
Redesigned for improved functionality
Replaced the existing one-character ‘Reason for Issue’ codes with new, three-character codes
Shortened ‘Comments’
field to 144 characters
Added new fields for
Vacation Pay
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13. ROE Enhancements - Standalone Page – Direct Filers
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
ROE Enhancements - Standalone Page – Direct Filers
Redesigned for improved functionality – Continued
Replaced the existing one-character ‘Other Monies’ codes with new, three-character codes.
Added new fields for
‘Paid Sick Leave’ and
‘Wage Loss Indemnity’
(EI INSURABLE)’..
Added new payment types
of ‘Wage Loss Indemnity
(Not Insurable)’ and
‘Maternity, Parental or
Compassionate Care
Leave’
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14. ROE Enhancements In Wizard (TERM/LOA)

15. ROE Enhancements - In Wizard (TERM/LOA)
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
ROE Enhancements - In Wizard (TERM/LOA)
Reason for Issue and Other Monies Payable render list of codes as per Company Filing Method
Current Functionality – “Used as is for Paper Filers”
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16. ROE Enhancements - In Wizard (TERM/LOA)
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
ROE Enhancements - In Wizard (TERM/LOA)
Reason for Issue and Other Monies Payable render list of codes as per Company Filing Method
Enhanced Functionality
(Changed only for
Direct Filers)
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17. ROE Enhancements - In Wizard (TERM/LOA)
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
ROE Enhancements - In Wizard (TERM/LOA)
Reason for Issue and Other Monies Payable render list of codes as per Company Filing Method
Enhanced Functionality
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

18. ROE Enhancements - Direct File Company
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
ROE Enhancements - Direct File Company
Direct File Company
Comments on ROE
Required when Reason for Issue code = K00, K15
Limited to 144 characters
Other Monies Payable Amount not required when Other Monies Payable Codes = U12, U13, U14, U15
Stat Holiday Pay Amount and Date are both required if either one is provided
Stat Holiday Pay Date must be higher than Last Day Paid
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19. ROE Enhancements - Direct File Company
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
ROE Enhancements - Direct File Company
Direct File Company
Other Monies Payable Amount and Code are both required if either one is provided (unless it is U12, U13, U14 or U15)
Paid Sick Leave Amount and Date are both required if either one is provided
Paid Sick Leave Date must be equal or smaller than Last Day Paid
Wage Loss Indemnity Amount and Date are both required if either one is provided
Wage Loss Indemnity Date must be equal or smaller than Last Day Paid
Paper File Company
No Amending on Paper ROEs
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20. ROE Enhancements Conversion

21. ROE Enhancements – ROE Conversion
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
ROE Enhancements – ROE Conversion
Before the SAT4.0 ROE format,
No difference between the codes used on an ROE or the number of fields
After October all New, Amended ROEs has to be in SAT4.0 format and the format is different for Paper/Direct File companies
ROE Standalone Page/TERM/LOA Wizard/EE Imports
When an ROE that was completed in pre-SAT4.0 is in view format and while amending the reason will be mapped to enhanced functionality
WFN Admin Tool – Change Filing Method for Company
When filing method changes, all ROEs in in-progress or pending state is converted to the target filing method.
Conversion to Direct File from Paper is not allowed if there are Pending ROEs
Company Transfer
When filing methods change between companies, ROE information is converted (impact only in-progress or pending ROEs).
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22. ROE Enhancements ADPR Changes

23. ROE Enhancements – ADPR Changes
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
ROE Enhancements – ADPR Changes
New fields have been added and some of the fields have been renamed to meet SAT 4.0 requirements.
Audit Trail Report
All the new fields that are added for SAT 4.0 will be audited in Audit trail report.
If there are any updates to existing fields, report will be updated accordingly.
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24. ROE Enhancements Company Filing Method – Admin Tool

25. ROE Enhancements – Company Filing Method
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
ROE Enhancements – Company Filing Method
Current Functionality
User can switch ROE Submission methods with out any validations/Rules.
New Functionality
If Admin user change the ROE submission method from Paper to Direct Filing
The System will not allow to switch if there are any Pending ROE’s
The System will not allow if there are in-progress (Client Configurable Event) CCE and Employee ROE status is pending.
If there are no Pending ROE’s on company, The System will switch the ROE submission method to Direct filing and convert all In-progress ROE’s as per conversion logic
All the Employee ROE forms with completed status will be read-only and submission method as paper.
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

26. ROE Enhancements – Company Filing Method
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
ROE Enhancements – Company Filing Method
If Admin user change the ROE submission method from Direct Filing to Paper
If there are no employees with Pending or In-progress status, the system will switch the company’s ROE submission method from direct filing to paper.
If there is one or more employees with pending or In-progress status, The System will display confirmation message.
On User confirmation, the System will switch the ROE submission method from direct filing to paper and convert the existing ROE forms for all employees with ROE status of In-progress and pending as per conversion logic.
All the Employee ROE forms with completed status will be read-only and submission method as direct filing.
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

27. ROE Enhancements Imports

28. ROE Enhancements – Imports
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
ROE Enhancements – Imports
Employee Data Imports
Code Length
Paper Filers single character code; Direct Filers 3 character codes
Reason for Issue
Other Monies Payable
ROE Comments
Restriction to 144
Required when
‘K00’ or ‘K15’ are
used
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29. ROE Enhancements – Imports
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
ROE Enhancements – Imports
Employee Data Imports
ROE allowed based on format when generated
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30. ROE Enhancements – Imports
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
ROE Enhancements – Imports
Employee Data Imports
Amounts Not Required for these codes
Specific Other Monies Payable Codes (U12 – U13 – U14 – U15)
Date Validation
Paid Sick Leave & Wage Loss Indemnity
Date cannot be more than 50 years in the past of system date
Automatic End Date Population
Where an Amount, Start Date & Last Day Paid are provided – Populate End Date.
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31. ROE Enhancements Transfer

32. ROE Enhancements – Transfer - Same Tax form
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
ROE Enhancements – Transfer - Same Tax form
If employee source Company ROE submission method is paper and Target Company submission method is direct filing.
Transfer is not allowed if the Employee ROE status is Pending.
All In-progress ROE’s are converted as per conversion logic .
On Step 3 confirmation page will show Warning message and ROE section is populated in Transfer page
If employee is source Company ROE submission method is Direct filing and target Company ROE submission method is paper format
If the employee ROE Status is In-progress/Pending, the system converts the employee’s ROE format from direct filing to paper as per conversion logic.
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

33. ROE Enhancements – Transfer - Separate Tax form
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
ROE Enhancements – Transfer - Separate Tax form
If the source Company ROE submission method is Paper and Target Company submission method is Direct Filing.
The system copy all in-progress ROEs to the target position and converts the ROE information copied to the target position to direct filing.
If the source Company ROE submission method is Direct filing and target Company ROE submission method is Paper format
The system copy all in-progress ROEs to the target position and convert the ROE information copied to the target position to paper filing
If the transfer is between the companies and companies submission methods are not same, Confirmation page will have message on the header and ROE section will be displayed in Confirmation page. This message and section is displayed based on Employee ROE Status.
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34. I-Hub Enhancements ROE Contact / Issuer

35. I-Hub Enhancements – ROE Contact / Issuer
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub Enhancements – ROE Contact / Issuer
Layout was changed to increase the Extension portion from 4 or 5, to accept 7 digits for the following mnemonics:
2ROP - ROE Contact Telephone Number (contains area code + Phone + Extension)
2CPN - ROE Issuer Telephone Number (contains area code + Phone + Extension)
I-Hub Contacts page already captures a 7 digit Extension, however truncated the extension when generating the mnemonics.
The truncation will no longer occur.
UI validation rules were expanded for ROE Phone Number fields
Ensure that the 10 digit phone number does not contains all zeros, or begins with 1
Aligns to mainframe data validation rules
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

36. I-Hub Enhancements – ROE Contact / Issuer – Direct File
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub Enhancements – ROE Contact / Issuer – Direct File
Currently, regardless of the ROE Report format selected in the BYPA page
the following ROE fields in the Company Contacts page are always mandatory
ROE Contact Name
ROE Contact Phone number
ROE Issuer Name
ROE Issuer Phone number
These Company Contact fields will be Mandatory only if the client has selected “ROE Electronically Direct Filing”, on the BYPA page.
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

37. I-Hub Enhancements – ROE Contact / Issuer – Direct File
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub Enhancements – ROE Contact / Issuer – Direct File
The user experience will depend on the response to ‘Does this same information apply to all your company codes?’ on both the BYPA and Company Contacts pages.
NOTE: The following is a known gap. The overall likelihood and risk was discussed with Service, and agreed to be low.
SCENARIO: The client alters their BYPA response for ROE Report Format for all/any company codes, after they have completed the Contacts page.
As a result of the update, the ROE Contact / Issuer details becomes mandatory.
The client will not be prompted to update the (completed) Contact page details due to missing mandatory fields.
Therefore the risk is that ROE Contact / Issuer details may not be populated, and will not be exported to
BYPA
response is
Company Contacts
YES
The single Contacts page ROE Contact/Issuer fields are mandatory (or not), based on the single ROE Report Format on the BYPA page NO
The Contacts page ROE Contact/Issuer fields for each company are mandatory (or not), based on the single ROE Report Format on the BYPA page
The Contacts page ROE Contact/ Issuer fields for each company are mandatory (or not), based on the respective company ROE Report Format on the BYPA page
The single Contacts page ROE Contact/Issuer fields are mandatory if the ROE Report Format =ROE Electronically Direct Filed, for at least 1 company on the BYPA page    
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38. Workforce Now CRA PA & Province of Employment

39. CRA PA & Province of Employment
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
CRA PA & Province of Employment
New Hire Wizard
Tax Page
Reorganize text edit/ entry fields
Move CRA PA & Province of Employment to top of page
Quebec or Non Quebec Province of Employment
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40. CRA PA & Province of Employment – New Template
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
CRA PA & Province of Employment – New Template
New Hire Template
Step 2 Tax Page & Step 7 – Confirmation Page
List of tax fields in displayed order
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41. I-Hub Payroll Interview

42. I-Hub – Payroll Interview – Import Functionality
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Payroll Interview – Import Functionality
Overview:
Template files are available to download for each feature
Import Instructions is available per feature, to provide reference detail to assist while creating the import file
Data import will be all or nothing:
Results Grid will be generated to identify all rejected records, including record line number and error message
Import will not proceed until all records are valid.
Any existing data will be deleted / replaced (This includes deleting Common Earnings / Deductions and reloading mandatory Earnings / Deductions with default values )
User will be prompted to proceed and confirm data deletion
Imported data will apply to single or all company codes as per response to ‘Does this apply to all company codes”
The following guideline are recommended, to reduce the risk of losing the updates to the ADP mandatory and all ADP common entries for Earnings and Deductions
The client complete their import FIRST, to ensure they are satisfied with their mass data import
Once imported, proceed with online updates to the ADP mandatory entries, selection and configuration of the ADP Common entries, as well as updates to any of their imported client-specific entries, as appropriate
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43. I-Hub – Payroll Interview – Import Functionality
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Payroll Interview – Import Functionality
Added import functionality, to populate mass data for the following interview features
Earnings Set up
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

44. I-Hub – Payroll Interview – Import Functionality
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
I-Hub – Payroll Interview – Import Functionality
Added import functionality, to populate mass data for the following interview features
Deductions Set up
© 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

45. Workforce Now User Preferences

46. User Preferences Overview
In User Preferences > Content > People tab, default employees list value <all employees> is affecting usability as well as performance.
The default value has been changed to <status is active> for all new users, as well as all existing users who have not changed their default settings.
Existing users, who have changed their settings, will not be affected – their default employee list will remain the same as before.

47. User Preferences
Overview

48. Workforce Now CPT30

49. CPT30 - Support CRA form CPT30
Business Statement Current Tax withholdings page does not provide the user with the ability to Opt-out of CPP Contributions. Current

50. CPT30 - Support CRA form CPT30 – New Hire
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME]
MODULE [#]: [MODULE NAME]
PART [#] > MODULE [#]: [MODULE NAME]
CPT30 - Support CRA form CPT30 – New Hire
New Hire Run Time
Addition of Options for C/QPP Contributions
Change from Yes/ No to Deduct/Exempt/Opt Out
Addition of CPT30 Elective Start Date
Employment Insurance & Federal Tax Option Changes
Changed to Deduct/Exempt
Province of Employment Logic for CPT30 Option Changes
Opt Out not available when Province of Employment = QC
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51. CPT30 - Support CRA form CPT30
Enhanced
Checkboxes are replaced with Radio Button.
CPT30 elective start date will be added as a new field against CPP contribution.
If the selected employee’s province of employment is Quebec, Opt-Out (CPT30) column and the Radio Button is not visible.

52. CPT30 - Support CRA form CPT30
When Province of Employment is changed and either source or target province is Quebec
Taxes Step updated to display C/QPP Contribution.
Same logic implemented as per Tax Withholdings page

53. CPT30 - Support CRA form CPT30
Current Year Transfer
When ED=ON and Target Province is changed to Quebec
Opt-out is not a valid option on any future dated records.
Transfer will update all future dated C/QPP Contributions to set it to the same value as selected within Transfer Wizard
Year End Transfer
No taxes step when doing a Change of Province in Year End
Target province is Quebec.
Set C/QPP to “Deduct” if source position had “Opt-out” selected

54. CPT30 - Support CRA form CPT30
Do not Calculate CPP: EE Import
EE Import
Do Not Calc C/QPP column available in Current Year and Year End
Valid Values:
D = Deduct
E = Exempt
O = Opt out
Do Not Calc C/QPP Start Date new column available in CY and YE
Mandatory when ‘Do Not Calc C/QPP option is “O”/ “Opt out”
EE Import: Transfer
Source position has C/QPP with value of “Opt-out”
Target province is Quebec, and there is no value in the import file for C/QPP:
Set C/QPP to “Deduct” on the target position (same position as source if Same Tax Form = “Y”).

55. CPT30 - Support CRA form CPT30
Do not Calculate CPP: Reporting Impacts
Standard Reports:
Employee Profile Report
Year End Employee Summary Report
Employee Payroll Changes report
Year End Employee Payroll changes report
Audit Trail Report
Sample Reports:
Canada Employee Validation Report
ADPR Catalog:
Pay Information > Tax Withholdings > Federal
Existing data fields must be renamed as per new implementation
CPT 30 Elective date is added to catalog
Year End > Year End Tax Withholdings > Federal Tax

56. CPT30 - Support CRA form CPT30
Reporting Impacts
Employee Profile Report
Federal Section under Tax withholdings is Updated to show CPT 30 details.
CPT 30 elective start date is added in the Federal section
Changes to Federal Tax, Canada/Québec Pension Plan (C/QPP) and Employment Insurance (EI)
Calculations Section labels is updated to accommodate the CPT 30 changes. Instead of YES and NO values, Deduct, exempt and Opt-out will displayed in the report.

57. CPT30 - Support CRA form CPT30
Reporting Impacts
Year End Employee Summary Report:
Federal Section under Tax withholdings is Updated to show CPT 30 details.
CPT 30 elective start date is added in the Federal section
Changes to Federal Tax, Canada/Québec Pension Plan (C/QPP) and Employment Insurance (EI)
Calculations Section labels is updated to accommodate the CPT 30 changes. Instead of YES and NO values, Deduct, exempt and Opt-out will displayed in the report.
Employee Payroll Changes Report
If there are any changes to Federal Tax values from Previous Pay cycle, Report should capture the values.
Existing Do Not Calculate Federal Tax, Do Not Calculate Canada Pension Plan (CPP) Quebec Pension Plan, Do not calculate Employment Insurance (EI) will be renamed as Federal tax, C/QPP Contribution and EI premium respectively.

58. CPT30 - Support CRA form CPT30
Reporting Impacts
Year End Payroll Changes report:
If there are any changes to Federal Tax values from Previous Pay cycle, Report should capture the values.
Existing Do Not Calculate Federal Tax, Do Not Calculate Canada Pension Plan (CPP) Quebec Pension Plan, Do not calculate Employment Insurance (EI) will be renamed as Federal tax, C/QPP Contribution and EI premium respectively.
Audit Trail Report
Existing Do Not Calculate Federal Tax, Do Not Calculate Canada Pension Plan (CPP) Quebec Pension Plan, Do not calculate Employment Insurance (EI) will be renamed as Federal tax , C/QPP Contribution and EI premium respectively.
CPT 30 Elective date has to be added for Auditing.
Sample Reports
The sample report Canada – Employee Validation Report will be updated to include the new fields.
Existing Do Not Calculate Federal Tax, Do Not Calculate Canada Pension Plan (CPP) Quebec Pension Plan, Do not calculate Employment Insurance (EI) must be renamed as Federal tax, C/QPP Contribution and EI premium respectively.
CPT 30 Elective date field has to be added in the report.

59. Workforce Now Year End

60. Year End - Cancelled and Amended Tax Form Requests
This enhancement to WFN provides a functional interface for capturing client requests to void, replace, amend or cancel tax forms previously created for the client by ADP.
Available only in Year End
Available only after the company has produced Tax Forms
Using the feature, the client can specify:
Which employee(s) / position(s) the request is for
Which tax form(s) (T4, T4A, Relevé 1, Relevé 2, T4A-RCA, NR4, or T4A-NR) are included in the request
What action is required (void, replace, amend or cancel)

61. Year End - Cancelled and Amended Tax Form Requests
Accessing the Feature
The feature is accessed as a new link (Tax Form Requests) attached to the existing ‘Enter Adjustments’ icon on the Year End Cycle home page.
The link is visible /accessible only if the company code has already produced at least one set of tax forms in the current Year End period.
(Otherwise, the link does not appear)

62. Year End - Cancelled and Amended Tax Form Requests
Using the Feature
The “Tax Form Request” page is a version of the Year End Paydata page, but can only be accessed via the “Tax Form Request” link.
The page has the payment type of “Tax Form Requests” pre-selected for the user.
The page includes a column for each of the seven tax forms supported by Paytech.
The Payment Type and Columns cannot be edited / changed by the user.

63. Year End - Cancelled and Amended Tax Form Requests
Sample Page Design
(The following image is not the final version of this page, but just for reference)

64. Year End - Cancelled and Amended Tax Form Requests
Impacts
Error/Warning messages related to Tax Form Requests have been added to various features of WFN Year End, including:
Deleting a Position From Year End
Year End Transfers
Year End Verify Input
Year End Preview and Process Adjustments

65. Year End - Update Year End Banner Messages
This enhancement to WFN will add meaningful messages for clients in the existing Year End Banner, which appears at the top of all pages in Year End.

66. Year End - Update Year End Banner Messages
One, and only one, banner message will appear in the Year End banner at all times.
Which banner message appears is based on:
A comparison between the current WFN system date and the Year End dates which are stored in WFN (and updated, as directed by the business, each year)
The company code in focus’ status as a ‘new’ or ‘existing’ company.
The Year End Dates, as determined by the business each year, are:
Year End Stop Date (November)
Year End Start Date (early December)
Year End Extend Date (end of February)
A different message will appear based on a comparison of the system date and the dates listed above.

67. Year End - Update Year End Banner Messages
Example: after the Year End Stop Date and before the Year End Start Date:
Clients cannot access Year End
Clients need to know when Year End will become available
During this time, the banner message will display a message such as:

68. Questions

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

70. Thank You