Transcript Pay eXpert Payroll Primer

Custom Reporting Advanced
Filtering for ADP Workforce
Now
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Welcome to Custom Reporting Advance Filtering for
ADP Workforce Now
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Copyright and Trademarks
Copyright © 2015 ADP, LLC All rights reserved.
These materials may not be reproduced in any format without the express written
permission of ADP, Inc.
The ADP logo, ADP , and IN THE BUSINESS OF YOUR SUCCESS are registered
trademarks of ADP, Inc. All other trademarks and service marks are the property
of their respective owners.
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Introductions and Expectations
 Your name
 Your location
 Your role
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Norms
 Be responsible for your own
learning.
 Return promptly from breaks.
 Participate. Ask any question that
comes to mind.
 Make mistakes. This is a safe
environment.
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Course Purpose
This course will enhance the skills learned in Custom Reporting Basics.
We will explore how to create filters, where to access the advanced
features, what information you must understand in order to achieve the
desired results and when these features may be of value.
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Course Objectives
Upon completion of this course, participants will be able to:
Create filters with varying degrees of complexity to narrow your
report results to only those records of interest to you
Use various operators and statements
Use runtime filters
Create more advanced filters
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Course Agenda
 Custom Reports Review
 Exploring Filtering Further
 Runtime Filters
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Exploring Filtering Further
Custom Reports Review
1.
2.
What are the differences among standard, sample, and custom reports?
Which of the following Report wizard steps are required when creating a
custom report? (Select all that apply.)
a.
b.
c.
d.
e.
f.
g.
3.
4.
5.
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Step 1 Name Your Report
Step 2 Select Fields
Step 3 Select Sort Order
Step 4 Specify Totals
Step 5 Select Format
Step 6 Add Filters
Step 7 Run a Report
What is the purpose of filtering?
What are the three components of a filter?
What filter would you create to include only active employees on a report?
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Custom Reports Basic Review - Answers
1. What are the differences among standard, sample, and custom
reports?
Answer: Standard reports are predefined reports that you can generate
as read-only; you cannot customize them. Sample reports are a
predefined collection of reports that are read-only, and you can copy and
edit them to meet your specific reporting needs. You can create custom
reports from scratch using available reporting fields.
2. Which of the following Report wizard steps are required when creating
a custom report? Select all that apply.
Answer: Steps 1 and 2 are required
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Custom Reports Basic Review - Answers
3. What is the purpose of filtering?
Answer: Filtering allows you to limit the number of records in a report.
For example, you can create a filter to report only on hourly employees.
4. What are the three components of a filter?
Answer: Field, operator, and value
5.
What filter would you create to include only active employees on a
report?
Answer: Status is equal to Active
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Exploring Filtering Further Overview
You can create filters with varying degrees of complexity to narrow your
report results to only those records of interest to you. You can create
basic filters (such as Home Department Description= Marketing) or
advanced filters.
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Advanced Filters
Advance filters may use:
 More than one criterion
 Logical values such as AND or OR
 Parentheses
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Example

You need a report of all salaried employees who earn at least $50,000 a year.

These are the fields selected for the report: First Name, Last Name, Annual
Salary, Regular Pay Description, Home Department Description.
To determine the filter to use, ask yourself the following questions:
Question
Answer
On which field would you need to filter?
What sort of operator would you need?
What other criterion do you need to define? How
would you combine these two criteria?
What would happen if you used an OR instead?
What if you wanted to filter for only salaried
employees earning at least $50,000 in a certain
department? How would you change the filter?
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Importance of Parentheses
As in mathematic statements the Parentheses play a key role in defining
each statement and which statements will be analyzed first.
Example
 2x2+3=4+3=7
 2 x (2 + 3) = 2 x 5 = 10
Note: AND will act as a parentheses, however it is a good idea to use
parentheses at all times to ensure that you receive the desired results
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Activity: Defining a Filter
Refer to your Handout Manual
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Activity: Defining a Filter
Given the following scenarios, determine what filter you might create:
Scenario
Filter
You would like a report that lists every active employee
with an annual salary of at least $75,000.
You created a report listing each employee's schedule.
The report includes employees' names, their times in,
and their times out. The Time In and Time Out fields
include the date, as well as start and end times. You
would like to review only those employees scheduled to
work between March 1 and March 6.
The new VP would like a report listing the birthdays of
employees who live in Ontario or Quebec with more
than five years of service.
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Resolution
Scenario
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Filter
You would like a report that lists every active employee
with an annual salary of at least $75,000.
Status = Active AND Annual Salary >=
75000
You created a report listing each employee's schedule.
The report includes employees' names, their times in,
and their times out. The Time In and Time Out fields
include the date, as well as start and end times. You
would like to review only those employees scheduled to
work between March 1 and March 6.
Time In >= 3/1/20XX AND Time In <=
3/6/20XX
The new VP would like a report listing the birthdays of
employees who live in Ontario or Quebec with more
than five years of service.
(Province = Ontario OR Province =
Quebec) AND Years of Service > 5
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Activity: Determining the Correct Advanced
Filter
Refer to your Handout Manual
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Determining the Correct Advanced Filter
Purpose
The following two scenarios are designed help develop an
understanding of the required components are for creating a successful
advanced filter.
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Scenario 1
Your manager would like a report of all employees in Home department Code
000010 or Home department Code 000020 who have been with the company for
at least 10 years. Your manager plans to present them with an award for their
years of hard work with the company.
Instructions, Part 1
Select the filter that would provide you with the desired results:
A. Home Department Code= 000010 OR Home Department Code= 000020 OR
Years of Service >=10
B. Home Department Code= 000010 OR Home Department Code= 000020 AND
Years of Service >= 10
C. Home Department Code= 000010 AND Home Department Code= 000020 AND
Years of Service >=10
D. (Home Department Code= 000010 OR Home Department Code= 000020)
AND Years of Service >= 10
E. (Home Department Code= 000010 AND Home Department Code= 000020)
AND Years of Service >=10
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Scenario 1 - Answer
Instructions, Part 1
Select the filter that would provide you with the desired results:
A. Home Department Code= 000010 OR Home Department Code= 000020 OR
Years of Service >=10
B. Home Department Code= 000010 OR Home Department Code= 000020 AND
Years of Service >= 10
C. Home Department Code= 000010 AND Home Department Code= 000020 AND
Years of Service >=10
D. (Home Department Code= 000010 OR Home Department Code= 000020)
AND Years of Service >= 10
E. (Home Department Code= 000010 AND Home Department Code= 000020)
AND Years of Service >=10
Rationale: Option A would show anyone in either department regardless of
years of service, and anyone with more than 10 years regardless of
department. Option B will show anyone in department 000010 regardless of
their years of service, or anyone who is in department 000020 and has over 10
years of service; AND acts like an implied parentheses. Options C and E mean
the employees must be in both departments.
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Scenario 2
For the purpose of a proposed cost of living increase, you would like a
report listing all salaried employees earning less than $50,000 a year as
well as all hourly employees earning less than $15 an hour.
A. Regular Pay Rate Description = Salary AND Annual Salary < 50000 OR
Regular Pay Rate Description = Hourly AND Regular Pay Rate Amount < 15
B. Regular Pay Rate Description = Salary OR Annual Salary < 50000 OR
Regular Pay Rate Description = Hourly OR Regular Pay Rate Amount < 15
C. (Regular Pay Rate Description = Salary AND Annual Salary < 50000) OR
(Regular Pay Rate Description = Hourly AND Regular Pay Rate Amount < 15)
D. (Regular Pay Rate Description = Salary AND Annual Salary < 50000) AND
(Regular Pay Rate Description = Hourly AND Regular Pay Rate Amount < 15)
E. (Regular Pay Rate Description = Salary OR Regular Pay Rate Description =
Hourly) AND (Annual Salary < 50000 OR Regular Pay Rate Amount < 15)
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Scenario 2 - Answer
A. Regular Pay Rate Description = Salary AND Annual Salary < 50000 OR
Regular Pay Rate Description = Hourly AND Regular Pay Rate Amount < 15
B. Regular Pay Rate Description = Salary OR Annual Salary < 50000 OR
Regular Pay Rate Description = Hourly OR Regular Pay Rate Amount < 15
C. (Regular Pay Rate Description = Salary AND Annual Salary < 50000) OR
(Regular Pay Rate Description = Hourly AND Regular Pay Rate Amount < 15)
D. (Regular Pay Rate Description = Salary AND Annual Salary < 50000) AND
(Regular Pay Rate Description = Hourly AND Regular Pay Rate Amount < 15)
E. (Regular Pay Rate Description = Salary OR Regular Pay Rate Description =
Hourly) AND (Annual Salary < 50000 OR Regular Pay Rate Amount < 15)
Rationale: Option A or C work for the AND used in A acts as a parentheses
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ADP Learning Bytes
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Activity: What Can You Get Done in 2 Minutes? Training
with ADP Learning Bytes
Review
1.
Which Step of the report wizard do you select to create advanced
filters?
2.
You need to click “Add” after you create a filter statement in the
report wizard.
a. True
b. False
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Learning Bytes: Creating an Advanced Filter (Answers)
Questions to think about:
1.
Which Step of the report wizard do you select to create advanced
filters?
Answer: Step 6
2.
You need to click “Add” after you create a filter statement in the
report wizard.
Answer:
a. True
b. False
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Demonstration: Creating a Report with an Advanced
Filter
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Activity: Creating a Report with an Advanced Filter
Refer to your Handout Manual
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Operators and Descriptions
Operator
Description
Example
IN (List of Values)
Used to filter for only those records
with values that match a list of
possible, accepted values; acts like the
OR operator
Deduction Code IN (01, 02 & 03)
will display any employees with
deduction code 01, 02, or 03.
NOT IN (List of Values)
Used to filter for only those records
with values that do not match a list of
possible values
Deduction Code NOT IN (01, 02 &
03) will display any employees
who do not have any of those
deduction codes.
Tip:
If you do not select IN (List of Values) as your operator and you
select more than one option from the Possible Values list for the
same field, the filter will automatically change the default Equals
(=) operator to IN (List of Values).
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Runtime Filters
Runtime Filters
Overview
Runtime filters enable you to enter filtering criteria just prior to running a report.
Use runtime filters in reports for which the criteria changes each time you run the
report. Rather than edit the report template for your new criteria whenever you run
the report, you can define a runtime filter that will prompt you for your criteria every
time you run the report.
Examples
The following are examples of when you might choose to create a runtime filter:
 When you run the Anniversary report, you want to view results only for the
current month. You run this report monthly and want to be prompted for the desired
month each time you run the report.
You have copied the Sample Report Current, MTD and YTD Earnings and Hours
Report and need to run it as a Custom Report every quarter; when you run the
report, you enter the date range that you want to view.
You need to run the Current Overtime Detail by Employee Report based on a
certain pay date or pay period. A runtime filter can be set up once this Sample
Report has been copied.
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Demonstration: Creating a Runtime Filter
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Activity: Creating a Runtime Filter
Refer to your Handout Manual
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Add/Edit Window Elements and Descriptions
Element
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Description
Value Name
The prompt that will display whenever you run your report
Value Type
Indicates the type of data that you can enter for the prompt
when running your report
Allow Blanks
If selected, you can leave the runtime filter blank when running
the report and all records will display
Default Value
Use to automatically populate a value for this runtime filter.
This is useful if you will most often run this report using a
particular value.
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Debrief
 Was creating advanced filters and runtime filters easier or more
difficult than you expected?
 What is important for you to remember about runtime filters?
 When will you use these types of filters?
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Questions
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Support After Class – Additional Online Resources
ADP has multiple locations to access online resources:
 The ADP Client Service Centre:
 This is an online repository where clients can locate various types of
information.
 The Bridge:
 This is an ADP sponsored online community for ADP clients to share
knowledge, skills and have questions answered by client/ADP within the
community.
 Workforce Now Support Centre:
 This is an online tool built directly into Workforce Now. The tool is designed to
provide users with:
 Step-by-Step procedures
 Online documentation regarding a variety of subjects
 Learning Bytes on a variety of subjects
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ADP Client Service Centre
The ADP Client Service Centre is an online resource available to all ADP
clients. Users can access a multitude of resources using this tool:
 The Year End service centre, including reference materials and forms
 Welcome Packages, training manuals, Learning Bytes and online
registration
 Health Tracking Program for clients who have purchased ADP Benefits
 Online support and service options.
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Activity: Client Service Centre
Refer to your handout manual
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Accessing and Navigating in the Client Service Centre
Users have access to this tool 24/7. This tool provides a variety of online
tools:
 Step by Step instructional information.
 Learning Bytes (short 2-3 min instructional videos) on a variety of
topics.
 Documentation providing the user with specific details about the topic
searched.
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Activity: Workforce Now Support Centre
Refer to your handout manual
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The Bridge
 The Bridge is sponsored by ADP, and is an exclusive online community
for ADP clients. This community connects HR and payroll practitioners
from across Canada and provides an environment where users can ask
questions, find answers, and network with peers. The community is
free, always available, and is an excellent resource for support on a
variety of subjects.
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Benefits to Registering for The Bridge
 Allows payroll practitioners and HR professionals like you to connect,
engage and share information in an easy-to-use, fully accessible online
forum.
 Acts as an additional resource for support, frequently asked questions
and information for ADP clients of all sizes using all products.
 Always on, for 24/7/365 access anywhere in Canada.
 Easy to use.
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Course Closing
You are now able to:
Create filters with varying degrees of complexity to
narrow your report results to only those records of
interest to you
Use various operators and statements
Use runtime filters
Create more advanced filters
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Survey
How satisfied are you that the
training you completed prepared
you to begin using your ADP
solution?
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