V6.0 to V7.0 What’s New in Essential Time & Attendance for ADP Workforce Now [Developer: Use this slide if you are not using audio. You can add text.

V6.0 to V7.0 What’s New in Essential Time & Attendance for ADP Workforce Now
[Developer: Use this slide if you are not using audio. You can add text. If you are going to provide a printout pdf of the slides as a separate link, be sure to PDF the file with one slide per page.] To view this presentation properly, click the Slide Show icon at the bottom of your screen. V WFN7

V6.0 to V7.0 What’s New in Essential Time & Attendance for ADP Workforce Now
[Developer: Use this slide if you are not using audio. You can add text. If you are going to provide a printout pdf of the slides as a separate link, be sure to PDF the file with one slide per page.] V WFN7

What You’ll Learn (Associate)
Upon completing this course, you will be able to identify and support: Enhancements to menus and terminology Changes to portlets Major enhancements to the timecard and scheduling features Improvements to the Notes feature Audit trail enhancements Enhancements to pay policies Changes to payroll preparation [Developer: Use this slide as the first slide in every new topic.]

What You’ll Learn (Practitioner)
Upon completing this course, you will be able to identify: Enhancements to menus and terminology Changes to portlets Major enhancements to the Timecard and Scheduling features Improvements to the Notes feature Audit trail enhancements Changes to payroll preparation [Developer: Use this slide as the first slide in every new topic.]

What You’ll Learn (Manager / Supervisor)
Upon completing this course, you will be able to identify: Enhancements to menus and terminology Changes to portlets Major enhancements to the Timecard and Scheduling features Improvements to the Notes feature Audit trail enhancements [Developer: Use this slide as the first slide in every new topic.]

What You’ll Learn (Employee)
Upon completing this course, you will be able to identify: Changes to terminology Changes to portlets Major enhancements to the timecard Improvements to the Notes feature [Developer: Use this slide as the first slide in every new topic.]

Training Menu (Associate)
Click a topic to learn what’s new. Menu and Terminology Changes Expanded menu options and terminology changes Home Page Portlets New one-click access to common tasks by user role Timecard Management Redesigned timecards for more robust functionality Scheduling More powerful filtering, editing, and auditing capabilities Notes Added flexibility to capture valuable details around transactions Pay Policy Calculations Enhancements to auto out punch and maximum paid break policies Payroll Preparation Simplified end of period process

Training Menu (Practitioner)
Click a topic to learn what’s new. Menu and Terminology Changes Expanded menu options and terminology changes Home Page Portlets New one-click access to common tasks by user role Timecard Management Redesigned timecards for more robust functionality Scheduling More powerful filtering, editing, and auditing capabilities Notes Added flexibility to capture valuable details around transactions Payroll Preparation Simplified end of period process

Training Menu (Manager / Supervisor)
Click a topic to learn what’s new. Menu and Terminology Changes Expanded menu options and terminology changes Home Page Portlets New one-click access to common tasks by user role Timecard Management Redesigned timecards for more robust functionality Scheduling More powerful filtering, editing, and auditing capabilities Notes Added flexibility to capture valuable details around transactions

Training Menu (Employee)
Click a topic to learn what’s new. Terminology Changes Clearer terminology for common tasks Home Page Portlets New one-click access to common tasks by user role Timecards Redesigned timecards for more robust functionality Notes Added flexibility to capture valuable details around transactions

Menu and Terminology Changes Overview
Now, with the menu options, practitioners have access to the Scheduling and Timecard Exceptions pages for all employees via the practitioner People menu. In addition, terminology within the solution was updated to more accurately represent the purpose of each task and to be consistent across the application.

Menu and Terminology Changes Overview (Employee)
Terminology within the solution was updated to more accurately represent the purpose of each task and to be consistent across the application.

Menu Changes (Practitioner)
Practitioners, supervisors, and employees can now more easily access the important tasks highlighted below from the main menu. [Developer: Use this slide as the first slide in every new topic.]

Menu Changes (Manager / Supervisor)
Supervisors and employees can now more easily access the important tasks highlighted below from the main menu. [Developer: Use this slide as the first slide in every new topic.]

Totals Summary and Timecard Exceptions Pages (Practitioner)
The Totals Summary page and the Timecard Exceptions page are available from the practitioner People menu and the supervisor My Team menu. These pages can be accessed individually. Timecard Exceptions & Totals Summary tabs are available when either of the pages are selected, which helps the Users to toggle between pages.

Totals Summary and Timecard Exceptions Pages (Manager / Supervisor)
The Totals Summary page and the Timecard Exceptions page are available from the supervisor My Team menu. These pages can be accessed individually. Timecard Exceptions & Totals Summary tabs are available when either of the pages are selected, which helps the Users to toggle between pages.

Layout of the Totals Summary Page (Pracr/MGR/Sup)
The Totals Summary page is similar to the Supervisor Approval Timecard Exceptions page in earlier versions. Totals are always visible at the bottom of the page.

Layout of the Totals Summary Page (Continued)
The first seven pay codes display in the order set up in company preferences. Subsequent pay codes display alphabetically. Only columns with data display on the page. The Position ID and Position Title, if configured, display below each employee’s name. (Practitioner)

Only columns with data display on the page. The Position ID and Position Title, if configured, display below each employee’s name. (Manager / Supervisor)

The first four columns are sortable and don’t move as you scroll horizontally. Now managers can see the total hours worked, employee approval status, who has exceptions, and who needs approvals at a glance. (Practitioner)

Error Exceptions on the Totals Summary Page
Check the Supervisor Approval check box to perform supervisor timecard level approvals for one or more employees. Display the number of employees with error exceptions and the total error count by hovering over the icon in the Employees header. Employees with error exceptions (denoted with the red icon) or empty timecards cannot be approved from this page. Hover over the icon to show information about the error.

Navigating between the Totals Summary and the Individual Timecard
Click the employee’s name to navigate to the employee’s individual timecard to quickly correct exceptions. Click the Back to Totals Summary link to return to the Totals Summary page.

The Timecard Exceptions Page
Select the Timecard Exceptions page from the menu or click the tab from the Totals Summary page.

Timecard Exceptions Page Layout
Timecard Exceptions show both exceptions by employee and exceptions by type. The order of the exceptions is based on exception severity. Column headers and totals are locked in place.

Timecard Exceptions Page Functionality
Exception counts in red with the error icon represent error exceptions that must be fixed before sending files to payroll. Numbers in the named exception columns are links that will take the user to the Timecard Exceptions Detail page for that exception type.

Timecards Exceptions Detail Page
Click on any exception on the Timecard Exceptions page to see the detail for that exception. For example, we clicked the missed out punch exception on the previous page and now see the exceptions for that error. Missed punches show the row before and after the exception. If Scheduling is activated, view schedules to assist with corrections.

Timecard Exceptions Detail Page (Continued)
Resolve only actionable exceptions. It is no longer necessary to note or acknowledge exceptions that do not impact payroll processing; for example, clocked in late, clocked out early. To access other exceptions, click the exception type.

Changes in Terminology
Terminology Changes in ADP Workforce Now Version 7 Earnings Code(s)  Pay Code(s) Supplemental Earnings Code(s)  Supplemental Pay Code(s) Rationale Using the Earnings Code phrase on Time & Attendance pages was causing confusion because the phrase Earnings Code generally refers to payroll earnings code and not Time & Attendance pay codes. Multiple Time & Attendance pay codes can be mapped to a single payroll earnings code.

General Terminology Changes
The table below indicates the new terminology in this version of your solution. Terms have been updated to better reflect their purpose. Old Terminology New Terminology Earnings Code(s) Pay Code(s) Supplemental Earnings Code(s) Supplemental Pay Code(s) Recurring Schedules Schedule Templates In/Out Times (Schedules) Start/End Times (Schedules) Supervisor Approval Editor Totals Summary page Timesheet Timecard Timecard Manager Individual Timecard Time Pair Details Transaction Details [Developer: Use this slide as the first slide in every new topic.]

General Terminology Changes
The table below indicates the new terminology in this version of your solution. Terms have been updated to better reflect their purpose. Old Terminology New Terminology Earnings Code(s) Pay Code(s) Supplemental Earnings Code(s) Supplemental Pay Code(s) In/Out Times (Schedules) Start/End Times (Schedules) Timesheet Timecard Time Pair Details Transaction Details [Developer: Use this slide as the first slide in every new topic.]

Key Points to Remember about Menu and Terminology Changes
More tasks are available now from the main menu. Access new Totals Summary and Timecard Exceptions pages. View exceptions by employee and exceptions by type in one location. Terms have been updated to better reflect their purpose.

Home Page Portlets Overview
New icons have been added to the My Time portlet on the employee home page for better access to their primary tasks. A new portlet can now be added by practitioners to the home page for supervisors and practitioners that allows one-click access to common tasks. Supervisors and practitioners will need access permissions to that portlet. The common portlet must be turned off for the employee so a blank area doesn’t display. [Developer: Use this slide as the first slide in every new topic.]

Home Page Portlets Overview
New icons have been added to the My Time portlet on the employee home page for better access to their primary tasks. [Developer: Use this slide as the first slide in every new topic.]

Employees’ My Time Portlet
Employees now have easily identifiable clocking buttons. Prior Versions Current Version – New Icons [Developer: Use this slide as the first slide in every new topic.]

Supervisor and Practitioner Common Portlet
A new common portlet is available for one-click access to common tasks. Supervisor Role Practitioner Role [Developer: Use this slide as the first slide in every new topic.]

Supervisor Common Portlet
A new common portlet is available for one-click access to common tasks. [Developer: Use this slide as the first slide in every new topic.]

Timecard Management Overview
The timecard has been completely redesigned and includes individual and group timecard views. Only clients with the Expanded Timecard and Scheduling feature enabled will be able to view the redesigned timecard. Clients without this feature will continue to view the legacy interface. Feature Benefit Individual Timecards Centralizes time records, exceptions, totals, approvals and schedules to simplify timecard entry and management. Group Timecards Enables supervisors and practitioners to quickly review and edit timecards for groups of employees on a daily basis. Exceptions Better visibility and handling of exceptions. Timecard Approvals Provides one-click access to approve timecards and visibility into approval status by employee and supervisor. . [Developer: Use this slide as the first slide in every new topic.]

Timecard Management Overview
The timecard has been completely redesigned. Let’s look at the enhancements made in this version. [Developer: Use this slide as the first slide in every new topic.]

Timecard Tabs Tabs replace hyperlinks.

Number of Weeks Displayed in Footer
The number of weeks displayed depends on the number of weeks selected in the date range.

Save Function The Save button performs a save and calculate.

Timecard Totals Columns
The new Total Columns feature provides the ability to configure additional columns such as Regular and Overtime. The breakout of totals by row lets users quickly see exactly when overtime is triggered. The content of the hours in the columns is controlled by the pay codes explicitly specifically to each column. Reminder: The new total columns are not available in the legacy timecard.

Timecard Totals Columns
Additional totals columns display such as Regular, Overtime, and Doubletime. Quickly see exactly when overtime is triggered on a row. Easily view weekly totals. Overtime

Supervisor and Practitioner Timecard View
The supervisor and practitioner view shows the weekly and pay period totals. Weekly and Pay Period Totals Weekly and Pay Period Totals

Employee View of Daily or Cumulative Totals
Employees can select the daily vs. cumulative totals view and can approve their time by clicking Approve Timecard. Employees approve time here. [Developer: Use this slide as the first slide in every new topic.]

Employee View with Schedules Enabled
The Schedule tab is visible if scheduling is enabled for your company. Schedules displays in blue and are read-only. Schedule times can be compared to the actual time worked. Actual time worked. [Developer: Use this slide as the first slide in every new topic.]

Supervisor and Practitioner View
The supervisor and practitioner view of an individual employee timecard shows exception icons. Hover the mouse over an exception icon to view the description.

Employee View of Timecard Approvals
Once approved, the Approve Timecard button changes to Approved with a check mark in front of it. Hovering the mouse over the Approved button displays the time and date of the approval.

Supervisor View of Timecard Approvals
Supervisors approve the entire timecard in one click or can approve individual rows. Supervisors view the employee’s date and time of approval and employees view the supervisor’s date and time of approval and supervisor’s name.

Printable Timecard View
Click the Timecard level menu and select Print Timecard. The Print Timecard page allows the user to determine what information is displayed based on the selections in the View and Print Options section.

View Audit Trail Option
Click the Timecard level menu and select View Audit Trail. This option provides a documented trail of changes made to a timecard. Click the Date of Change link in the audit trail to view the detail below.

The Group Timecard Page
The Multiple Employee Timecard Manager page has been renamed Group Timecard and is available from the People menu or My Team menu.

The Group Timecard Page
The Multiple Employee Timecard Manager page has been renamed Group Timecard and is available from the My Team menu.

Navigation between Group and Individual Timecards
Click this icon to navigate to the individual timecard for that employee. Click this link to navigate to the Group Timecard page.

Key Points to Remember about Timecard Management
Timecard tabs replace hyperlinks for faster navigation. The Save button always performs a save and calculate. Weekly totals and time period totals always display. The timecard can display schedules to compare with actual time. New timecard level menus allow access to timecard actions such as adding timecard level notes, applying the schedule, printing the timecard, and viewing the audit trail and annual summary. New row level menus allows access to add a blank row, copy or delete a row, approve a row, view transactions details, add a note, and override or to have the schedule overwrite the punches for the day.

Scheduling Overview The scheduling functionality has been redesigned to enable more editing and auditing capabilities. Practitioners now have access to schedules from the People menu. Practitioner – People Menu Supervisor – My Team Menu [Developer: You may use this slide to include H1s in your topic if your topic is particularly complex and includes sub-topics with corresponding slides. In most cases, you will not need to use this slide and should instead use H2s, i.e., the “arrow” headers that follow.]

Scheduling Overview The scheduling functionality has been redesigned to enable more editing and auditing capabilities. Supervisor – My Team Menu [Developer: You may use this slide to include H1s in your topic if your topic is particularly complex and includes sub-topics with corresponding slides. In most cases, you will not need to use this slide and should instead use H2s, i.e., the “arrow” headers that follow.]

Schedules Page Layout Practitioners and supervisors can access the Schedules page. Access permissions control tasks. Callouts below point to the three key areas on the page. Scheduling filters. Task workspace Scheduling grid.

Schedule View Menu Defaults
The default view on the scheduling grid includes Start/End Times and Total Hours but can be changed to include labor charges and other column totals.

Employee Search and Calendar Control
It’s easy to search for an employee by name within the scheduling grid. Select a different month or year from the calendar.

Schedule Shifts Tab The Shifts tab is the first component in the task workspace. Change information on the Shifts tab for individual or multiple shifts at the same time. Alternatively, you can also edit directly in the grid.

Right-Click Menu Speed data entry by right-clicking within a cell to copy and paste, insert shifts, add notes, and so on. CTRL+C and CTRL+V can also be used to quickly copy and paste.

In-Cell Data Entry Easily enter start and end times by double-clicking in the cell.

Visual Indicators The employee count displays below the totals.
Links under the totals display hot key and legend descriptions. Hot key descriptions Legend description

Schedule Filter Add employees to the existing filter in the schedule grid by clicking the green plus sign icon. Select the employee’s name to temporarily insert the employee in the grid.

Advanced Sorting Click the up and down arrow to select a category on which to sort, such as employee list. Then select the fields by which to sort within the employee list. .

Schedule Templates The Templates tab replaces the Recurring Schedules page. Supervisors can now create, edit, delete, and copy templates based on the their access permissions.

Schedule Templates (Continued)
Edit shift templates from the Templates tab and view employees assigned to the template.

Schedule Audit View all changes made to schedules, except those changes made to schedule templates, using the Schedule Audit page. Access this page by clicking an employee’s name.

Impact to Timecard and Scheduling Setup
Two new options were added to the client wizard. Expanded Timecard and Scheduling Legacy Timecard and Scheduling These are enabled based on scripts run against the client database. Once the expanded timecard and scheduling are enabled, they cannot be disabled. New client knockouts Day part on timecard Timecard user preferences to add additional LCF columns

Key Points to Remember about Scheduling Enhancements
Schedule templates replace Recurring Schedules and are now available to supervisors, based on access permissions. Use the Schedule Shift tab to easily change, assign, or delete information for individual or multiple shifts at the same time. Speed data entry with in cell editing and right click menus. Advanced sorting provides more flexibility to sort on various categories.

Notes Overview Add notes to timecards and schedules using a description and a reason code. Reason codes for notes are different from time-off reason codes.

Notes Overview Add notes to timecards using a description and a reason.

Employee Timecard Notes
Employees can add notes with reason codes to explain entries for in and out times, pay codes, labor charge fields, a row, and the entire timecard.

Supervisor Timecard Notes
Supervisors can indicate whether their note should be visible to the employee.

Timecard Notes Icons Employee notes are identified by a blue icon.
Supervisor notes are identified by a yellow note icon.

Schedule Shift Notes Practitioners and supervisors now have the ability to add notes to explain changes to shifts. Hover the mouse over the note icon in the schedule grid to view the reason code and detailed comment.

Schedule Shift Notes (Continued)
Click the employee’s name to see all notes within the selected time frame shown in the scheduling grid.

Notes on Reports Consolidate free-form text notes on selected timecard and attendance reports.

Timecard Notes on the Annual Summary
Hover the mouse over a cell with a note to display the details.

Key Points to Remember about Notes Enhancements
Add notes to timecard transactions. Practitioners and supervisors can indicate whether a timecard note will be visible to the employee. View a summary of all timecard notes for an employee for a specified time frame by clicking on the employee’s name. Practitioners and supervisors can add notes at the shift level on schedules. Hover over the note to display the reason code and comment.

Pay Policy Calculation Overview
Determine which employees are on site without requiring them to punch out with the Auto Out Punch (Out Punch Generation) feature. Allow clients to use a separate pay code and limit the number and duration of paid breaks using the Maximum Paid Breaks enhancement.

Auto Out Punch If an employee is assigned to an Auto Out Punch (Out Punch Generation) program, and if there is no out punch for the day, the out punch is generated based on: The employee’s schedule A fixed number of hours per day of the week (DOW) Auto Out Punch will always be generated after the out time has passed the chronological time per schedule. Auto Out Punch can be assigned to: A Pay Class An Employee

Auto Out Punch on the Timecard
System generated auto out punches display on the View Transaction Details page in the Clock Out ID field as AUTOOUT.

Maximum Paid Break Enhancement
Currently, unlimited qualified breaks are paid in full. The Maximum Paid Break enhancement allows configuration for: Maximum value of paid break Maximum number of paid breaks Option of separate pay code for paid breaks

Key Points to Remember about Pay Policy Calculations
Track employees on site without requiring an out punch. Assign separate pay codes to paid breaks. Limit the number and duration of paid breaks with the Maximum Paid Break enhancement.

For Additional Information
Click here to access the In Depth Review – Pay Policy Calculations PowerPoint presentation for more information about this topic.

Payroll Preparation Overview
Streamline payroll preparation by viewing only those employees who have exceptions requiring immediate attention. Optionally notify the supervisor of exceptions. Use breadcrumbs to navigate directly to the employee’s timecard and back without leaving payroll preparation.

Checking Time Pair Exceptions Step
It is now optional to notify supervisors of exceptions. When supervisor notification is not enabled, the practitioner is brought directly to the Timecard Exceptions page where all pending exceptions are displayed. This enables speedier payroll processing because the practitioner doesn’t have to wait for the supervisor to fix the exception or navigate to additional pages.

Time Pair Exceptions Step
It is now optional to notify supervisors of exceptions. When supervisor notification is not enabled, the practitioner is brought directly to the exceptions page where all pending exceptions are displayed. This enables speedier payroll processing because the practitioner doesn’t have to wait for the supervisor to fix the exception or navigate to additional pages. With notification.

Checking Time Pair Exceptions Step (Continued)
This is the timecard exceptions page without supervisor notification. Only those employees with actionable exceptions, such as a missed out punch display. All exceptions can be fixed on one page. When errors are corrected, the process still continues automatically to the next step. Click the employee’s name to gain access to the employee’s timecard. Counts are updated as exceptions are corrected.

Checking Time Pair Exceptions Step (Continued)
Use the breadcrumb at the top of the page to return to the Timecard Exceptions Detail page.

Key Points to Remember about Payroll Preparation Enhancements
Optionally notify supervisors of exceptions. If the Notify option is not enabled, all actionable exceptions will appear on one page and can be addressed without leaving payroll preparation. Use breadcrumbs to return quickly from the employee’s timecard to the Timecard Exceptions Detail page.

Course Closing Congratulations! You’ve completed V6.0 to V7.0 What’s New in Essential Time & Attendance for ADP Workforce Now. You should now be able to support the changes to: Menus and terminology Practitioner, supervisor, and employee portlets Timecard management Scheduling features The Notes feature Pay Policy calculations Payroll preparation

Course Closing Congratulations! You’ve completed V6.0 to V7.0 What’s New in Essential Time & Attendance for ADP Workforce Now. You should now be able to identify the changes to: Menus and terminology Practitioner, supervisor, and employee portlets Timecard management Scheduling features The Notes feature Payroll preparation

Course Closing Congratulations! You’ve completed V6.0 to V7.0 What’s New in Essential Time & Attendance for ADP Workforce Now. You should now be able to identify the changes to: Menus and terminology Practitioner, supervisor, and employee portlets Timecard management Scheduling features The Notes feature

Evaluation

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V6.0 to V7.0 What’s New in Essential Time & Attendance for ADP Workforce Now [Developer: Use this slide if you are not using audio. You can add text.

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