Workforce Now Org Readiness Training Plan October 05, 2013 PWR Release

Workforce Now Org Readiness Training Plan October 05, 2013 PWR Release

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.

[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 October 05, 2013 © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

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 WCB: Workers' Compensation Board HCMC: Human Capital Management Consultant ED: Effective Date

Agenda The following modules will be affected by the October 05, enhancements: I-Hub Payroll Interview Process Change (Activities) Workforce Now Payroll Enhancements Change Hire Date Wizard Recruitment

I-Hub Payroll Interview

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 Federal/Provincial Tax © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

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 Summary: Template files are available to download for Federal/Provincial Tax Download Mapping Information is available, 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 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” © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

I-Hub UI Enhancement Payroll Interview

I-Hub – UI Enhancement - Payroll Interview - Overview
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] I-Hub – UI Enhancement - Payroll Interview - Overview Enhancements to the Payroll Interview pages is to expand to 200 tax accounts. Affected Interview pages: Federal / Provincial Tax Health Tax Workers Compensation In this release only UI enhancements to Payroll Interview will be implemented: Deliver an overall improved user experience that will easily transition to support mass data Proceed with enhanced validation rules Continue to limit the tax account entries to 1 or up to 9 as per current solution per tax account PWR’s for these changes is to support 200 entries WorkSafeBC Account Numbers ON EHT Exemptions Manitoba HET Account NL HAPSET Account Numbers WCB -QC CSST Values WCB Business Number - Nova Scotia © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

I-Hub – UI Enhancement - Payroll Interview
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] I-Hub – UI Enhancement - Payroll Interview Highlights: Federal / Provincial Tax page Re-sequenced fields Reposition CSST fields from WCB page, to consolidate the data entry and validation by Employee Tax ID # Entry of Quebec fields is conditional on entry of RQ Identification Current Enhanced © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] I-Hub – UI Enhancement - Payroll Interview Highlights: Health Tax page - Ontario EHT Reduced overall default real-estate Default response on entry=NO and grids are hidden YES response presents grid/form format to populate/ display data User will be prompted for agreement to delete data if response subsequently changed to NO Current Enhanced © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] I-Hub – UI Enhancement - Payroll Interview Highlights: Health Tax page - Manitoba HET and NL HAPSET Reduced default real-estate Default response on entry=NO and grids are hidden YES response presents grid/form format to populate/ display data User will be prompted for agreement to delete data if response subsequently changed to NO Current Enhanced © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] I-Hub – UI Enhancement - Payroll Interview Highlights: Workers Compensation - WorkSafe BC and WCB NS New questions added. Default response on entry=NO and grids are hidden YES response presents grid/form format to populate / display data, including Rate and Classification Code Limited to a single MANDATORY packet entry (per province). User will be prompted for agreement to delete data if response subsequently changed to NO For WorkSafe BC - new edit for Classification Code (must begin with 7) Current Enhanced © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] I-Hub – UI Enhancement - Payroll Interview Highlights: Workers Compensation - Rate & Classification Code entries Reduced overall real estate Delete WorkSafe BC and WCB Nova Scotia from province list Remove CSST section (moved to Federal / Provincial Tax page) Current Enhanced © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] I-Hub – UI Enhancement - Payroll Interview Payroll Summary: Workers Compensation - Rate & Classification Code entries Payroll Summary report contents will be modified to display changes to the interview pages as necessary due to revised field positioning only, such as CSST, but not due to full page redesigns. The following changes will be realized in the reports: Workers Compensation: Will display modified format for WorkSafe BC and WCB NS and reduced province list Federal Provincial Tax : Revised rows of data per tax packet, to align to reformatted screen Health Tax : No changes. Data captured in revised Payroll Interview will be rendered according to existing report layout © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

I-Hub Process Change (Savvion Activities)

I-Hub – Process Change - Executive Intro Call & SIT Call
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] I-Hub – Process Change - Executive Intro Call & SIT Call Executive Introduction Call As per the recent policy changes, it is not required to track the internal statuses for the Executive Introduction call activity in I-Hub and send the internal statuses to eStart. Welcome Call Successful will be the only status that will be sent to eStart by I-Hub, when the Executive Introduction call activity is completed in I-Hub. Sales to Implementation Transition Call As per the recent policy changes, it is not required to track the internal status for the Sales to Implementation Transition call activity in I-Hub. I-Hub will not be sending any internal status to eStart when the Sales to Implementation Transition call activity is completed in I-Hub. © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

I-Hub – Process Change - Executive Intro Call & SIT Call
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] I-Hub – Process Change - Executive Intro Call & SIT Call Current Enhanced © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

I-Hub – Process Change - Changes to Activities
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] I-Hub – Process Change - Changes to Activities As part of the Process Model Simplification initiative, following enhancements have been made for US & Canada 13 new Milestone activities have been introduced into the NB/AB process models. 40 activities have been rolled up into the new 13 milestone activities for the NB/AB process models. Additional Control process models have also been modified to reflect the changes made to the NB/AB process models 6 new milestone activities have been added to the additional control process models. 21 activities have been rolled up into the new 6 milestone activities for Additional controls process models. © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

I-Hub – Process Change - Changes to Activities - Canada
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] I-Hub – Process Change - Changes to Activities - Canada Analysis/Initial Company Configuration Content Configuration Analysis Begins Self Service Analysis PR/HR Data Conversion Process Verify Payroll and/or HR Employee Records Run New Start Payroll/Spec Run (Canada) (PR Only) Verify Mainframe Employee Load (PR Only) Employee Import Complete PR/HR Delivery Meeting Solution Prep Meeting Payroll and/or HR Delivery Meeting Date Solution Delivery Meeting Time Delivery Meeting Employee Balance Initiation Activate Payroll Preview Employee Balances Needed? PR/HR First Processing First Payroll Preparation Meeting Report Analysis Payroll and/or HR First Processing First Payroll Output Meeting Client Payroll and/or HR Training Complete Finalize Content Mgmt/Self Service Configuration Finalize Content Management Self Service Rollout Time First Processing Live Punching Begins for Time Employees Enable Time Billing and Notify Client Time First Processing Meeting Time First Paydate Meeting Time Second Paydate Meeting (US only) Client Time Training Complete © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

I-Hub – Process Change - Service@work & Data to WFN
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] I-Hub – Process Change - & Data to WFN New Canada - Only system performers are added to New Business and Additional Control Savvion process models to reduce confusion in case of failure, and provide an improved audit and trouble-shooting process during client on-boarding process. This functionality is in 5.0 and up Current A single activity triggers the data load from I-Hub to both as well as WFN data, providing a single status. In case of a failure status, investigation is required to assess the source of failure before trouble shooting can begin Enhanced Expanded model with additional activities will produce separate status details, which will increase troubleshooting efficiency in case of a failure © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Workforce Now Payroll Enhancements

Canadian Payroll - Enter a Transfer Date
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Canadian Payroll - Enter a Transfer Date Current Transfer date is Previous Processed Regular Payroll Run Pay Period End Date Enhanced Practitioner is allowed to enter date of transfer. EE Import Transfer Date column is now required when doing a Transfer on an existing position in current year When ED=ON; Change Effective On is not required for Transfer since Transfer Date will be used. If Change Effective On date is provided in the import file the supplied Change Effective On date is ignored and the Transfer Date is used © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Canadian Payroll - Enter a Transfer Date
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Canadian Payroll - Enter a Transfer Date Some Transfer Date rules: Transfer date cannot be less than Position Start Date Transfer Date must be in same financial year When ED= ON, cannot have Transfer date bigger than relevant Pay Period End Date © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Canadian Payroll - Purged Position During Transfer
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Canadian Payroll - Purged Position During Transfer Current On the source position when doing Company Transfer using “Same Tax Form” When transferring from Company A to Company B with “Same Tax Form” all historical records are deleted Example: John works for Company A since 2001. At beginning of 2005, John moves from Ontario to Quebec and is therefore moved to a different WFN Company (CRA Pension Adjustment changed for QC) All John’s history build up in Company A is deleted. Company A Company B Position 123 NH Date Jan 1, 01 Position 123 Start date (Transfer date): Jan1 2005 History from hire date Jan 1 ‘01 Dec 4 ’04 Promotion Jan 5 ’05 DD Chg Jan 1 ‘05 Transfer Position Jan 5 ’05 DD Chg © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Canadian Payroll - Purged Position During Transfer
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Canadian Payroll - Purged Position During Transfer Enhanced On the source position when doing Company Transfer using “Same Tax Form” When transferring from Company A to Company B with “Same Tax Form”, purge position in Company A and keep all historical records on purged position Example: John works for Company A since 2001. At beginning of 2005, John moves from Ontario to Quebec and is therefore moved to a different WFN Company (CRA Pension Adjustment changed for QC) All John’s history build up in Company A is kept on the Purged Position. Company A Company B Position 123 NH Date Jan 1, 01 Position 123 NH Date Jan 1, 01 History from hire date Jan 1 ‘01 Dec 4 ’04 Promotion Position 123 Start date (Transfer date): Jan1 2005 History from hire date Jan 1 ‘01 Dec 4 ’04 Promotion Jan 5 ’05 DD Chg Jan 1 ‘05 Transfer Position Jan 5 ’05 DD Chg © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Workforce Now Change Hire Date Wizard

Change Hire Date Wizard
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Change Hire Date Wizard The Workforce Now application will provide a user with the ability to change the hire date for an associate with paid positions, regardless if the transaction has been transmitted to the mainframe. A single location to modify a hire date which will update all the corresponding dates that need to change when date of hire is modified. The user will view all records that will be updated based on the adjusted hire date prior to saving the change. In prior versions a user would need to modify each of these dates individually, these were not modified with a change of hire date. This enhancement was implemented in v5.0. © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Change Hire Date Wizard Multiple Positions Updates are made across all positions with status of active or leave Updates will not occur to positions in a status of deceased, terminated or retired ROE ROE information does not update automatically, manually change if required Cancel Automatic Pay Determine if Hire Date change If in Next payroll cycle Automatic pay is cancelled, by default, for current payroll cycle If in After next payroll cycle Automatic pay is not cancelled for current payroll cycle © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Change Hire Date Wizard Time Off Determine if Hire Date change If the Date is Before current hire date and employee is Existing or a new hire, then policy assignment start date is Not updated If the Date is After current hire date and employee is Existing, then policy assignment start date is Not updated If the Date is After current hire date and employee is a new hire, then policy assignment start date is updated and all prior PTO records are deleted Time & Attendance Changing an employee’s Hire Date does not update Start Date in Time & Attendance © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Change Hire Date Wizard Job Profiles > Status © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Workforce Now Recruitment

Recruitment – Talent to Support French Clients
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Recruitment – Talent to Support French Clients Requisition Job Posting - Step 3 Posting Languages This step / functionality is within the Process Menu, Requisitions (Step 3 of 7), where a manager or administrator wants to requisition a posting. The following additional wording on this screen in Step 3 underneath the note “Choose the language…”, when a new job posting is being set up: (In Quebec, it is a legal requirement that the job posting MUST be available and posted in the French Language.) © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Recruitment – WFN Applicant Registration
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Recruitment – WFN Applicant Registration Registration to ADP Workforce Now Recruitment (Canada) Log-In Enhanced English Screen © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

Recruitment – WFN Applicant Registration
[PRODUCT NAME (IF NOT IN COURSE TITLE)][COURSE TITLE] PART [#]: [PART NAME] MODULE [#]: [MODULE NAME] PART [#] > MODULE [#]: [MODULE NAME] Recruitment – WFN Applicant Registration Registration to ADP Workforce Now Recruitment (Canada) Log-In Enhanced French Screen © 20XX ADP, Inc VMMDDYY[Course Code][Part #][Product Code][Version #]

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Workforce Now Org Readiness Training Plan October 05, 2013 PWR Release

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Workforce Now Org Readiness Training Plan October 05, 2013 PWR Release

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