What`s New in Payroll

Transcription

ADP Workforce Now
What’s New in Payroll
Handout Manual
V04271580952WFN80
Copyright © 2013–2015 ADP, LLC
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information herein, and such changes will be incorporated in new editions of this publication. ADP may make
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notice.
What’s New in Payroll for ADP Workforce Now
Technical Assistance
 Microsoft Office Live Meeting support: 1-866-493-2825
 Global Crossing Ready-Access audio conferencing: 1-800-788-6092
Webinar Information
 Print the materials. Refer to the instructions in your confirmation email
message.
 The conference call line will be muted during the webinar to enhance
audio quality.
V04271580952WFN8
What’s New in Payroll for
ADP Workforce Now
Navigating Live Meeting
3
Feedback
Use the Feedback menu to provide feedback to the instructor.
The color of the box beside your name in the Attendees list
indicates your selection.
4
Questions and Answers
If you need to communicate with the instructor, enter your
question in the Questions and Answers pane and click Ask.
5
Agenda
 Introduction
 The Payroll Cycle Page
 Starting the Payroll Cycle
 Entering New Hires and Employee Changes
 Entering Paydata and Verifying Input
 Calculating, Previewing, and Finalizing Your Payroll
 Manual Checks
 Course Closing
6
The Payroll Cycle Page
Overview
In this topic, we will discuss the enhancements to the Payroll
Cycle page.
7
What Do You Think? Steps in the Current Payroll
Cycle
How many steps are on the current payroll cycle?
a. 5
b. 6
c.
7
d. 8
8
Changes to the Payroll Cycle Page
The new Verify Input step
allows you to verify your
entries at a glance before you
calculate your payroll.
The Create Payroll File and
Submit Files for Processing
steps are now combined into a
single step, Calculate Preview
Payroll.
9
The Process Menu versus the People Menu
Use the People menu to update
individual employees’ records.
Use the Process menu to
perform activities related to
processes.
10
Starting the Payroll Cycle
Overview
In this topic, we will discuss how to start the payroll cycle for a
single company code or for multiple company codes.
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How to Start a New Payroll Cycle
Select Process > Payroll > Start
New Cycle to start the cycle for
one or more company codes.
12
How to Start a New Payroll Cycle (continued)
Learning Byte Available
Select Process > Payroll >
Payroll Cycle to access the
payroll cycle and start the cycle
for a single company code.
Click
(options) to select a
different company code.
13
Learning Bytes
Learning Bytes icon from within ADP Workforce Now
Just-in-Time Learning link from the Support window
14
Entering New Hires and Employee Changes
Overview
In this topic, we will discuss adding new hires and entering
employee changes.
15
Adding New Hires
Starting Point: Process > Payroll > Payroll Cycle
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Entering Employee Changes
Learning Bytes Available
17
Using the People Menu to Access Other Pages
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Selecting Another Employee
19
What Do You Think? Local Tax Codes Lookup
Does your company assign local tax codes to any of your
employees?
a. Yes
b. No
c.
I’m not sure.
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Local Tax Codes Lookup
Starting Point: People > Pay > Tax Withholdings > Local >
Add > Local Tax Codes Lookup
You can find or verify a local tax
code, and verify that an address
is accurate and complete to
return applicable tax codes.
21
Effective-Dated Records
Use the Show As Of field to
display information as of the
past, present, or future date you
enter.
22
Effective-Dated Records (Continued)
Click a reference point in
the effective dating timeline
to display the appropriate
record.
23
What Questions Do You Have?
24
24
Entering Paydata and Verifying Input
Overview
In this topic, we will discuss entering paydata and verifying input.
25
Entering Paydata
1
3
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Entering Paydata (Continued)
Paydata batches are the same
as what you are used to seeing
today.
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Retaining and Archiving Paydata Batches
You can still archive paydata
batches that you use periodically.
You then copy the archived batch
for a particular pay period.
You can retain paydata batches
that you use every pay period so
that you do not need to recreate
them each pay period. They will
be automatically available to you
the next pay period.
You can also select to automatically
populate standard hours or salary
information for your Automatic Pay
employees when you retain a batch.
28
Verifying Input
29
Verify Input Views Versus Standard Reports
Verify Input Views
Standard Reports
Accessed from the Payroll Cycle page
Accessed from Reports > Standard
Reports
Contain the latest updates in real time
Contain information as of the time the
report was run
Available at any time, and can be
exported
Can be printed and exported at any
time
Limited to the selected current
company code
Can contain multiple company codes
on one report
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Review: The Payroll Cycle
31
32
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Calculating, Previewing, and Finalizing Your Payroll
Overview
In this topic, we will discuss calculating and submitting your
payroll, as well as previewing and finalizing your payroll
information.
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What Do You Think? Submit Payroll for Processing
Which of the payroll cycle steps would you click to submit your
payroll files to ADP for processing?
a. Start New Cycle
b. Add New Hires
c.
Enter Employee Changes
d. Enter Paydata
e. Verify Input
f.
Calculate Preview Payroll
g. Preview Results
34
Calculating Preview Payroll
1
2
3
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Calculating Preview Payroll (Continued)
You can also calculate the
preview payroll right from the
Verify Paydata Batch Totals
page, if you are done entering
batches and are comfortable
with all of your entries.
36
Using Preview Results
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Standard Preview and Real-Time Preview
Task
Standard Preview
Real-Time Preview
Submitting and
receiving the
preview payroll
You send the payroll file to ADP,
and ADP makes it available again
for you to preview.
Your calculated payroll information
is returned in real time—in seconds.
Reviewing payroll
results
You review Preview Payroll
information as separate PDF
reports.
Online views allow you to do the
following:
 View payroll summary
information, detailed results, and
correction notices.
 Expand and collapse categories
of information as needed.
 Click on message and warning
links in the context of the report
information.
 Export information.
Making corrections
You reject the payroll, submit the
changes, and wait for the
recalculation.
You click Make Corrections, make
your updates, and instantly view the
results.
38
Preview Results: Standard Preview
Previous Version
New Version
All other Standard Preview
tasks remain unchanged.
Reject has been changed
to Make Corrections.
39
Preview Results: Real-Time Preview
40
Viewing Messages on the Preview Results Page
41
Making Corrections
You can view correction
notices to identify errors
in a payroll. Click Make
Corrections to address
the errors.
42
Accepting and Finalizing the Payroll
Starting Point: Process > Payroll > Payroll Cycle >
Preview Results
43
44
44
Manual Checks
Overview
In this topic, we will discuss the enhancements to manual checks.
45
What Do You Think? Creating Manual Checks
How often do you create manual checks?
a. Every pay period
b. At least once a month
c.
At least once a quarter
d. Rarely
e. Never
46
Accessing QuickCalc or Manual Checks Pages
47
Creating Manual Checks Using QuickCalc
Selecting multiple
employees and autopopulating requests will save
you a lot of time if you are
entering numerous of
QuickCalc or manual check
requests at once.
48
Creating Manual Checks Using QuickCalc
(continued)
Select Input to enter request
information, or Results to
review calculated results.
Calculate & Next will submit
this employee’s QuickCalc
request to ADP for processing
and move you to the next
employee record in the
working list.
The working list enables the
you to easily move between
multiple requests, submit
multiple requests for
calculation, and save multiple
requests as manual checks.
49
Creating Manual Checks without QuickCalc
You can easily add
another distribution to this
check.
If this check contains
multiple distributions, you
can view each here.
The Gross to Net
Summary section will
reflect your entries, giving
you an up-to-the-minute
view of the check totals.
50
51
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Key Points to Remember
 The new design of ADP Workforce Now allows you to quickly
and accurately complete your payroll tasks.
 You can select the Verify Input step to create an up-to-theminute snapshot view of your data at any point during the
payroll cycle.
 You can create manual checks and QuickCalc requests for
multiple employees at one time.
52
Additional Resources
For more information about payroll tasks, see the following
resources:
 ADP Workforce Now News page
 Online Help
 ADP Support Center
 Payroll Cycle Quick Reference Card (available on the ADP
Support Center, by accessing Support > Support Center Web
Site > Payroll > Documents > Quick References)
 Learning bytes (available at
https://support.adp.com/basic/cr/matraining/sims/wfn/80901/80
901coursemenu.htm)
53
Additional Resources (continued)
For more information about some of the topics mentioned in this
session, attend the following courses:
 What’s New in Company and Employee Maintenance for
ADP Workforce Now
 Using Time Off for ADP Workforce Now
 What’s New in Reporting for ADP Workforce Now
 Creating Manual Checks in ADP Workforce Now
 Importing Data in ADP Workforce Now or Importing Data in
ADP Workforce Now for Enhanced Time and Attendance
54

What`s New in Payroll

Transcription

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