ADP Reporting Basics · adp reporting basics handout manual copyright 2012–2016 adp, llc v06061675576adpr1301

V06061675576ADPR1301

Copyright © 2012–2016 ADP, LLC

ADP Reporting Basics

Handout Manual

ADP Trademarks The ADP® logo and ADP® are registered trademarks of ADP, LLC. ADP Workforce Now® is a registered trademark of ADP, LLC. The Bridge Sponsored by ADP & Bubble Talk Design® is a registered trademark of ADP, LLC. Third-Party Trademarks Global Crossing® and Ready-Access® are registered trademarks of Global Crossing Holdings, Ltd. in the United States and other countries. Microsoft® and Excel® are registered trademarks of Microsoft Corporation in the United States and/or other countries. WebEx is a registered trademark or trademark of Cisco Systems, Inc. and/or its affiliates in the U.S. and certain other countries. All other trademarks and service marks are the property of their respective owners.

Copyright © 2012–2016 ADP, LLC ADP Proprietary and Confidential − All Rights Reserved. These materials may not be reproduced in any format without the express written permission of ADP, LLC. ADP provides the publication “as is” without warranty of any kind, either express or implied, including, but not limited to, the implied warranties of merchantability or fitness for a particular purpose. ADP is not responsible for any technical inaccuracies or typographical errors which may be contained in this publication. Changes are periodically made to the information herein, and such changes will be incorporated in new editions of this publication. ADP may make improvements and/or changes in the product and/or the programs described in this publication at any time without notice.

ADP REPORTING BASICS HANDOUT MANUAL

Copyright 2012–2016 ADP, LLC iii V06061675576ADPR1301

Contents

Course Introduction

Navigating WebEx ......................................................................................................... 1

Course Purpose .............................................................................................................. 2

Course Agenda ............................................................................................................... 2

TheBridge.adp.com ........................................................................................................ 2

Exploring ADP Reporting

What Is ADP Reporting? ............................................................................................... 3

What Is the Difference between Sample and Custom Reports? .................................... 5

Using Sample Reports

Running a Sample Report Job Aid................................................................................. 6

Activity: Modifying a Sample Report ............................................................................ 7

Practice: Running a Sample Report ............................................................................... 9

Planning and Creating Custom Reports

Overview ...................................................................................................................... 11

Planning Custom Reports ............................................................................................ 11

Learning Activity: Planning a Report .......................................................................... 12

Activity: Creating and Running a Simple Custom Report ........................................... 13

Guidelines for Planning and Creating Custom Reports ............................................... 14

Effective-Dated Fields ................................................................................................. 15

Learning Activity: Sample or Custom Report? ........................................................... 16

Building More Robust Reports

Reviewing the Report Wizard ...................................................................................... 17

Activity: Sorting and Including Totals in Report Results ............................................ 18

Explore: Step 4 Specify Totals .................................................................................... 20

Practice: Building a Custom Report ............................................................................ 21

Explore: Step 5 Select Format ..................................................................................... 23

Activity: Formatting and Running a Report ................................................................ 25

What Is Filtering? ........................................................................................................ 26

Activity: Filtering a Report .......................................................................................... 27

Practice: Formatting and Filtering a Report ................................................................. 28

What Are Coded Fields? .............................................................................................. 29

Learning Activity: What Can You Get Done in 2 Minutes? ........................................ 30

Knowledge Check ........................................................................................................ 31


Copyright 2012–2016 ADP, LLC iv V06061675576ADPR1301

Reporting across Modules

What Is Reporting across Modules? ............................................................................ 32

Explore: Unmatched Records Window ....................................................................... 33

Practice: Reporting on Data from Payroll and HR & Benefits .................................... 34

Practice: Reporting on Data from Payroll and Time & Attendance ............................ 36

Course Closing

How to Access Support Job Aid .................................................................................. 38

How to Access TheBridge.adp.com Job Aid ............................................................... 38

Continuing Education Credits ...................................................................................... 39

Training Evaluation ..................................................................................................... 40

ADP Reporting Basics (75575) ................................................................................... 41


Copyright 2012–2016 ADP, LLC 1 V06061675576ADPR1301

Course Introduction

Navigating WebEx



Course Purpose This course prepares you to use the basic features of ADP Reporting to generate custom, ad hoc reports.

Course Agenda Exploring ADP Reporting





TheBridge.adp.com

is an online community for payroll and HR professionals where you can ask questions, share knowledge, make connections, and learn from industry experts and peers about a broad range of human capital management topics. You can access TheBridge.adp.com to do the following and more:

Learn how other professionals are getting more from their ADP solutions with time-saving resources and helpful features.

Join community spaces or topics of interest, including tax, payroll, HR and benefits, and time and labor management.

Connect with other payroll practitioners, HR professionals, featured industry representatives, and ADP subject matter experts.

Share your experiences.

Check the Frequently Asked Questions or ask the community.

https://thebridge.adp.com/welcome



Exploring ADP Reporting

What Is ADP Reporting?

Overview ADP Reporting is an ad hoc reporting tool that enables you to create custom reports. You can choose the fields to include in your reports. You can also create your own fields, such as those used to project salary increases. ADP Reporting also enables you to rearrange columns, rename column headings, and apply various formatting options to your reports. You can schedule your reports to run at specified times or on a regular recurring schedule. You can create an unlimited number of reports, which you can view in several different formats.

Example 1 The following report shows the calculated accrual liability if Geneva Video Games cashed out employees' unused time off.



Example 2 The following report of employees' home departments and managers has been downloaded into Microsoft Office Excel.



What Is the Difference between Sample and Custom Reports?

Overview ADP Reporting includes various types of reports to meet your different needs.

Types and Descriptions

Type of Report Description

Sample A predefined collection of reports that are read-only; you can run the report as is for a quick result, or create a copy of any of the sample reports and then edit the copy to meet your specific reporting needs.

Custom Reports that you can design from scratch using available reporting fields

Examples Sample report: Practitioners want a report listing employees’ 401(k) contributions. The 401(k) Census sample report includes employees’ names, file numbers, gross pay, 401(k) contribution, and company match. Practitioners can simply run this report or make a copy of it to customize for their needs, such as to include an employee’s hire date.

Custom report: A company is performing a pay rate audit. The practitioner can create a report listing each employee's name, rate type (salary or hourly), rate amount, and years of service.

Important Information The list of sample reports available to you depends on which modules your company has selected.




Running a Sample Report Job Aid

Scenario You would like a list of all your employees. ADP provides a Roster sample report for your use.

Instructions Starting Point: Run > Run Standard and Sample Reports

Step Action

1 In the row for the desired sample report, click the Action icon and select Run.

2 On the Run Report page, make any desired changes and then click Run.

Result: The View Reports page is displayed.

3 Click Refresh until the Status field displays Completed.

4 Click the report name link.

Important Information ADP Reporting retains your report output for five calendar quarters or until you delete it.



Activity: Modifying a Sample Report

Scenario You want to include the employees' home departments and pay frequencies. You do not need to include the company code on your report.

Instructions, Part 1: Copy the Sample Report Starting Point: Run > Run Standard and Sample Reports

Step Action

1 Locate the Roster sample report.

2 In the Roster row, click the Action icon and select Copy.

3 In the Report Name field, enter Employee Directory.

4 Click Copy.



Instructions, Part 2: Modify the Copied Report

Step Action

1 On the Report wizard menu, click 2. Select Fields.

2 In the Find Fields list, in the Payroll Information file, select each of the following fields and then click the Add Selected button:

Home Department Desc

Pay Frequency

3 In the Selected Fields list, select Company Code and then click the Remove Selected button.

4 In the Selected Fields list, select Home Department Desc and then click the Move Selected Up button until the Home Department Desc field is displayed before Job Title.

Instructions, Part 3: Run the Modified Report

Step Action

1 On the Report wizard menu, click 7. Run a Report.

2 In the Default Format field, select HTML.

3 Click Run.



Important Information You run sample reports by selecting Run > Run Standard and Sample Reports. You run the copied reports you make by selecting Run > Run Custom Reports.

Additional Resources For more information about copying sample reports, see online Help or learning bytes, which are available on the Support Center.



Practice: Running a Sample Report

Scenario You would like a list of all your employees' home addresses for when you need to send newsletters, cards, or other communications to employees' homes. ADP provides a Name and Address Listing sample report for your use.

Instructions

Step Action

1 Run the Name and Address Listing sample report and view the output in HTML format.

Note: In the Runtime Settings section, the status has been selected for you.

2 Close the report output.

3 Create a copy of the Name and Address Listing sample report. Then click in the Report Name field to display a new name.

4 From the Payroll Information file, add the following fields in the order listed:

Gender

Status

5 Run and view the report output in HTML.



Practice Information




Overview In addition to copying and customizing the available sample reports, you can create your own custom reports from scratch. Because ADP Reporting has various capabilities to consider, it is important that you plan what you want to include in your report before you build it.

Planning Custom Reports

Overview Your answers to a series of questions will help you to create the blueprint and plan for your custom report, enabling you to include only the information that you need in your report. Without planning, you may need to update and edit your report numerous times to achieve the desired results.

Guidelines Some common questions to ask yourself during custom report planning include these:

Which fields should I include?

In what sequence do I want the fields to be displayed?

Will I need to include any calculations, such as totals?

Do I need to filter the results? What filter will I need?

How should I sort my report results?

What do I plan to do with the output? (For example, do I want to print it for a quick reference, send it to others as an email attachment, or manipulate the data?) Which output format meets my needs?



Learning Activity: Planning a Report

Scenario As your company budgets for the coming year, you need to create a report of all employees' current annual salaries and their departments.

Instructions Given the scenario, answer the following question.

Question Answer


You may want to sketch out the desired report to assist you in answering your planning questions.



Activity: Creating and Running a Simple Custom Report

Scenario You have planned the information to include in your Annual Salary report. You will now use those elements that you have identified to create your report.

Instructions, Part 1: Create a Simple Custom Report Starting Point: Setup > New Report

Step Action

1 In Step 1 of the Report wizard, in the Report Name field, enter Annual Salary Report and then click Next.

2 In the Search for Fields field, enter Name.

Result: A list of fields matching your filter text is displayed in a hierarchy structure, with the field name indented under the file in which it is located.

3 In the Find Fields list, in the Payroll Information file, select Last Name and then click the Add Selected button.

4 Next to Payroll Information, click View All.

5 In the Find Fields list, select each of the following fields from the Payroll Information file and then click the Add Selected button:

First Name

Annual Salary

Home Department Desc

Instructions, Part 2: Run the Simple Custom Report

Step Action

1 On the Report wizard menu, click 7 Run a Report.

2 In the Default Format field, select HTML.

3 Click Run.



Important Information Your report saves automatically when you click Next. You can exit the Report wizard at any time. When you return, the Report wizard resumes where you left off.



Guidelines for Planning and Creating Custom Reports

Overview When you plan and create a custom report, the Data Reference Guides can help you. You should also plan your field sequence and determine whether your report will be public or private.

Accessing the ADP Reporting Data Reference Guide Job Aid To help you find the data you need for your report, access the ADP Reporting Data Reference Guide on the Support Center.

Instructions

Step Action

1 At the top of any ADP Reporting page, click your name and select Support.

2 Select the Data Reference Guides tab.

3 Select the appropriate Data Reference Guide.

Public versus Private At the first step of the Report wizard, you indicate whether the report you are creating is private or public. Anyone in your company who has access to ADP Reporting can run public reports, while only the person who created the report can run private reports. Only the user who creates a public report can make modifications to the report.

Planning the Field Sequence Before creating your report, you should determine the sequence of the fields, or columns, that you want to be displayed in your report. Then in Step 2 of the Report wizard, you can select the fields in the order in which they should be displayed, or you can use the Move Selected Up and Move Selected Down buttons to resequence the fields.



Effective-Dated Fields A file marked with the indicator includes fields that are effective-dated, such as annual salary. Effective-dated fields contain information that goes into effect as of a particular date. When entering a new value in an effective-dated field, the value being replaced is saved as part of a historical record.

When running a report that includes an effective-dated field, you will be asked for the effective date of the data. The following runtime options may be available to you in Step 7 of the Report wizard:

Effective as of a Given Date

Effective between Two Dates

Effective as of a Payroll Cycle

All Records

Using these runtime options, you can choose to include past, current, or future data in your report.

Example Last week, you changed Donald Cole's status from Regular (Part-Time) to Regular (Full-Time) to be effective the fifteenth of next month. Today, you create and run a report that includes the employees’ status. If you enter an effective date for your report that is before the fifteenth of next month, Donald's status will be displayed as Regular (Part-Time) in the report. If you enter an effective date for your report that is the fifteenth of next month or later, Donald's status will be displayed as Regular (Full-Time) in the report.



Learning Activity: Sample or Custom Report?

Scenario You need to create a number of reports this week. You decide to see whether any of the sample reports available to you would quickly meet your reporting needs. You log on ADP Reporting and determine that the following sample reports are available:

Accumulators

Allowed and Taken

Anniversary

Bank Reconciliation

Benefit Deductions

EEOC

EEOC Exception

Gross Pay

Months of Service

Name and Address Listing

Roster

Termination

Union Deduction

401(k) Census

Instructions Given the following reporting needs, and based solely on the names of the available sample reports, indicate whether you would use a sample report (possibly with some modifications) or create a custom report from scratch.

Reporting Need Sample or Custom Report?

Your company would like to award company stock to employees with at least 10 years of service. You need to identify eligible employees.

Your coworker needs a report listing all salaried employees earning less than $50,000 a year and all hourly employees earning less than $15 an hour.

Important Information The sample reports listed in this learning activity may differ from the sample reports that are available to you and your company.




Reviewing the Report Wizard

Overview In addition to guiding you through the report setup process, the Report wizard provides you with instructions and useful tips during each of the seven steps of the wizard.

Steps of the Report Wizard The following table describes each step of the Report wizard.

Steps 1 and 2 are required. All other steps are optional, and you can access them in any order, as needed.

Step Description

1. Name Your Report Select the report type and indicate whether the report is public or private. Enter the name of your report. The report description is for your reference only. If your company uses folders, you may assign the report to a folder, if desired. This step is required.

2. Select Fields Select the fields that you would like to include in your report. Use the Move Selected buttons to move your selections to the Selected Fields list or to change the sequence of the selected fields. This step is required.

3. Select Sort Order Select the fields for which to sort your report results. Use the Move Selected buttons to move your selections to and within the Selected Fields list.

4. Specify Totals Set options for how to display information such as counts, averages, and totals.

5. Select Format Adjust the text, size, alignment, and order of the columns, and change column headings.

6. Add Filters Add or change settings for filtering the data that is displayed in your report.

7. Run a Report Verify the effective date of the data to include, the report title, default output format, number of lines, and other settings before running your report.

Additional Resources At any point in the Report wizard, you can click the Help icon to access online Help topics specific to the step that you are currently completing. You can also access ADP Reporting learning bytes from the Support Center.



Activity: Sorting and Including Totals in Report Results

Overview Step 3 of the Report wizard enables you to sort your report results. Step 4 of the Report wizard enables you to display line breaks, averages, and totals in your reports, as well as count the number of records.

Scenario You would like to change the Annual Salary report to sort first by department and then by last name. You also need to show the average and total salaries for the entire company.

Instructions, Part 1: Sort and Include Totals on the Report Starting Point: Edit > Edit Custom Reports

Step Action

1 In the Annual Salary Report row, click the report name link.

2 On the Report wizard menu, click 3. Select Sort Order.

3 In the Find Fields list, select Home Department Desc and then click the Add Selected button.

4 In the Selected Fields list, select Home Department Desc and then click the Move Selected Up button until the Home Department Desc field is displayed at the top of the list.

Note: Accept the ascending order default for Home Department Desc and Last Name.

5 Click Next.

6 In the Annual Salary row, select Total and Average.

7 In the Home Department Desc row, in the Break field, select New Page.

Instructions, Part 2: Run the Report

Step Action


2 Click Run.


4 In the Annual Salary Report row, click the Action icon and select PDF.



Sorting by a Field that Is Not in Your Report You can sort your report by a field that is not in your report. To do this, in Step 3 Select Sort Order of the Report wizard, click the Filter icon to the left of the Search Selected Fields field, change Selected Fields to Fields, and then search for the desired field.



Explore: Step 4 Specify Totals The following graphic illustrates Step 4—Specify Totals in the Report wizard.

Elements and Descriptions The following table describes the elements of Step 4 Specify Totals in the Report wizard.

Element Description

Sort Order Indicates the order in which the records will be sorted, as defined in Step 3.

Show in Header Select to display values for this field as a column heading rather than displaying them for each employee record.

Field Indicates the fields included in this report, as defined in Step 2.

Count Select to count the number of values for this field in the report.

Note: The first column in a report will not display counts.

Count Distinct Select to count the number of distinct, unique values for this field in the report.

Note: The first column in a report will not display counts.

Min Value Select to show the minimum value for a field for the records included in the report.

Max Value Select to show the maximum value for a field for the records included in the report.

Average Select to show the average for all records.

Total Select to show a total for the field.

Break Indicates whether to break records in the report at a new line or on a new page when the value for a field changes in the report.

If you select New Line, subtotals will be displayed on the next line in the report and the next record resumes on the following line.

If you select New Page, subtotals will be displayed at the end of each grouping and the next record starts on a new page. This option only works with certain output formats such as PDF.



Practice: Building a Custom Report

Scenario Your company is performing a pay rate audit, and you need to create a report listing each employee's name, years with the company, and pay amount, rate type (salary or hourly).

Instructions, Part 1: Plan the Custom Report Given the scenario, answer the following questions:

Question Answer


In what sequence do I want the fields to be displayed?

How should I sort my report results?

Do I want to include any totaling, averages, or counts?




Instructions, Part 2: Create the Custom Report

Step Action

1 Create a new custom report.

2 Accept the default report type and report mode.

3 Click in the Report Name field to have a report name and title entered for you.

Note: Click Next to navigate to the next step.

4 Use the Search for Fields field to locate the desired fields. From the Payroll Information file, add the following fields in the order listed:

Payroll Name

Rate Amount

Rate Type Desc

Years of Service


5 Sort by Rate Type Desc in ascending order and then by Years of Service in descending order. Remove Payroll Name from the list of fields on which to sort.


6 Display the average and total rate amount for all employees.

7 Include a line break for Rate Type Desc so that the report will include averages and totals by rate type.

Note: Use the Report wizard to navigate to the last step of the wizard.

8 Run and view the report output in HTML. Scroll through the output to view the averages, totals, grand average, and grand total.



Explore: Step 5 Select Format The following graphic illustrates Step 5 Select Format in the Report wizard.

Elements and Descriptions The following table describes the elements of Step 5 Select Format in the Report wizard.

Element Description

Standard Formatter link

Change the format screen to a standard formatter that provides a limited number of formatting options.

Page Size field Select the desired page size for your report.

Orientation option Indicate whether your report output should be displayed in landscape or portrait mode.

Wrap Column Titles check box

Indicate whether a column title that is wider than the column itself should wrap to a second line.

Odd/Even Row Coloring check box

Indicate whether you would like alternating rows to be shaded.

Borders on Cells check box

Select if you would like borders between each column and each row.

Suppress Zero Values check box

Select if, when the report includes numerical fields, you would like any records with a zero in that field to display a blank. This setting applies only to HTML or PDF formats.

Print Runtime Settings check box

Select if you would like runtime settings that you indicate in Step 7 of the Report wizard to be displayed in the report results.

More Options link Click to display a list of additional report formatting options.

Font Attributes box Point to a field or heading to use the formatting options in the box that is displayed to change various font attributes.

Drag Field Here to Create a Header section

Drag fields to this section to create a heading for a group of records rather than displaying the value on each record.



Important Information You can change the default formats for your reports when defining your user preferences.

Additional Resources For more information about user preferences or formatting elements, see online Help.



Activity: Formatting and Running a Report

Overview Step 5 of the Report wizard enables you customize the layout and format of your report.

Scenario You will be sharing the Annual Salary report at an upcoming meeting. Your manager has requested that you format the report to be more visually appealing and easier to read.

Instructions, Part 1: Format the Report Starting Point: Edit > Edit Custom Reports

Step Action


2 On the Report wizard menu, click 5. Select Format.

3 In the Report Format section:

Point to Last Name

Click the Italic icon

Select Apply to All Column Heading

4 Point to one of the salaries and then:

Click Format Number

In the Symbol field, select $1

Click OK

5 Click in the Home Department Desc column heading and then:

Select the text

Enter Department

6 Click Odd/Even Row Coloring.

7 On the More Options menu:

Click Gap between Columns

To the right of the Gap between Columns field, enter 3

8 Click Less Options.


Step Action


2 Click Run.





What Is Filtering? Filtering enables you to determine what data to include or exclude from your report based on certain criteria. You can define your filters in Step 6 of the Report wizard.

A filter consists of a field, an operator, and a value.

Examples List the field, operator, and value that you could use to create a filter for each of the following examples:

Example Possible Filter

Show only hourly employees.

Include only employees who have been with the company for at least five years.



Activity: Filtering a Report

Scenario You need to modify your Annual Salary report to include only the employees in the Implementation department.

Instructions, Part 1: Plan the Report Given the scenario, answer the following question.

Question Answer

What filter will I need?

Instructions, Part 2: Create the Filter Starting Point: Edit > Edit Custom Reports

Step Action


2 On the Report wizard menu, click 6. Add Filters.

3 Click Add a Filter Statement.

4 In the Field field, click the magnifying glass icon.

Result: The fields that you selected for your report are displayed.

5 Select Home Department Desc.

6 Click Select or Add Values, select Implementation, and then click Save.

7 Click Add.

You must click Add after defining your filter, or the filter will not be added to your report.


Step Action


2 Click Run.



Creating a Filter with a Field that Is Not in Your Report When you select fields to filter on, the system will default to filter on the fields that you selected in Step 2. You can select one of these fields to use in your filter. Similar to sorting on a field that is not in your report, you can also select fields that are not displayed by default by clicking the Filter icon to the left of the Search Selected Fields field and changing Selected Fields to Fields.



Practice: Formatting and Filtering a Report

Scenario Make the following changes to your Pay Rate Audit report:

Format your report as follows:

Enable the wrap column titles and odd/even row coloring options.

Increase the gap size of the columns to 2.

Change all of the column headings to 12-point Tahoma font.

Change the Grand Totals headings to italic font.

Add the $ sign to the Rate Amount column.

Using Rate Type Desc (from the Payroll Information file), create a filter to include only hourly employees.

Instructions

Step Action

1 Edit the Pay Rate Audit report to make the changes listed in the scenario, in the sequence listed.

Tip: Click More Options to view all report format options. After selecting the desired report formats, click Less Options.

2 Run and view the report in HTML.

You must click Add after defining your filter, or the filter will not be added to your report.



What Are Coded Fields?

Overview Certain fields contain codes that represent amounts. For example, your employees may have scheduled deductions that consist of a code, such as M for medical and D for dental. These codes correspond to the actual deduction amounts for those plans. A coded field allows you to indicate which codes to include in your report for deductions, hours, earnings, memos, and taxes. When you create a coded field, you have the capability to save the coded field to a fields library for use in other reports.

Example Examples of coded fields include:

Scheduled Deduction Amount

SUI/SDI Tax Amount

Earnings and Hours Amount

Important Information When you add a coded field to your report, a window opens that prompts you to select the codes to include. You can select more than one code to include in a coded amount field. For instance, you can select three different deduction codes when you create a coded amount field. The report totals the values for all three codes and displays the sum of those values on your report results. Alternately, you can create multiple coded fields, one for each code, so that each code is displayed as its own column in the report.

Additional Resources For more information about coded fields, refer to online Help or learning bytes, which

are available on the Support Center.

For more information about the fields library, refer to learning bytes on the Support Center.



Learning Activity: What Can You Get Done in 2 Minutes?

Scenario In this report, you want to include only the amount for medical deductions.

Learning Byte Questions and Answers Answer the following questions using what you learned from the learning byte:

1. What does a coded field allow you to indicate?

2. What process do you follow to include only the amount for medical deductions in a report?



Knowledge Check

1. Which is the correct sequence of steps to create a copy of a sample report that you can edit to meet your specific reporting needs?

a. Click Run, rename the report, click Action and select Copy, and locate the sample report.

b. Locate the sample report, click Action and select Copy, rename the report, and click Run.

c. Locate the sample report, click Action and select Copy, click Run, and rename the report.

d. Click Run, click Action and select Copy, locate the sample report, and rename the report.

2. Which report mode would you select when creating a report that you want to make available to other practitioners in your company?

a. Custom

b. Private

c. Public

d. Sample




What Is Reporting across Modules? The phrase “reporting across modules” refers to a report that contains data from more than one ADP module. You can use ADP Reporting to create reports with data from multiple ADP modules, such as HR & Benefits, Time & Attendance, and Payroll. The files available to you depend on the ADP modules to which your company subscribes and to which you have practitioner rights. For example, the Benefits file is available to HR & Benefits practitioners. To include data from more than one module in a report, you select fields from one or more files that represent the desired ADP modules.

Example 1 You can create a compensation statement for your employees including data from HR & Benefits and from Payroll. Your report can include employees’ gross salaries from the Payroll module and the employer's contribution to medical and dental plans from the HR & Benefits module.

Example 2 You can create a report showing how an employee’s time off will affect the departmental budget. Scheduled time-off information is saved in the Time & Attendance module, while the employee's pay rate is saved in the Payroll module.



Explore: Unmatched Records Window When you select fields from multiple files to create a report, you may have employees who have data in one file but not another. If so, the Unmatched Records window will open. Matched records means that data exists for the employee in each of the files selected. Unmatched records means that data does not have to exist in each file for the employee's record to be displayed in your report. Your selection in this window affects the number of records that are displayed in your report.

Options and Descriptions The following table describes the options that you can select in the Unmatched Records window.

Option Description

Include the Employee in the Report Only if Information Exists in at Least One of the Fields in Each of the Files

The employee must have data in each of the files you have selected to include in your report. If the employee has data in one file but not another, the employee will not be included in your output.

Example:

Include the Employee in the Report Even if Information Is Not Available in One or More of the Fields in Each of the Files. Missing Information Will Appear as Blanks in the Report.

An employee will be included in your report regardless of whether the employee has data in every file included in your report. In this example, neither Michael nor Alice has data in the file containing the education fields School and Major/Field of Study.

Example:



Practice: Reporting on Data from Payroll and HR & Benefits

Scenario You are asked for a report listing the medical deductions that were taken from employees' pay for the June 4 pay date. You should include the deduction amounts as well as the plan name and employer costs for those benefits.

You do not need any special formatting. You want to print this for your quick reference.

Instructions, Part 1: Plan the Report Given the scenario, answer the following questions.

Question Answer


Do I want to include unmatched records in my report?

Do I need to use calculations, generate totals, or apply filters?




Instructions, Part 2: Create the Report

Step Action



3 Click in the Report Name field to have the report name entered for you.

4 Use the Search for Fields field to locate the desired fields. From the Check History file, add the following fields in the order listed:

Pay Date

Payroll Name

Check/Voucher Number

Deduction Amount - Check

5 Complete the Create a Coded Field window as follows:

Enter a field name.

In the Create In field, accept the default This Report Only.

Filter for medical.

Select the following codes and then click Done:

- 18 - Medical - POS

- H - Medical - HMO

- M - Medical - PPO

6 Use the Search for Fields field to locate the desired fields. From the Employee Enrollments file, add the following fields in the order listed:

Employer Cost

Benefit Plan Name

7 In the Unmatched Records window, select the option that would include unmatched records (that is, include employees even if they do not have data in all of the files). Then click OK.

8 Create the filter for the June 4 checks.




Practice: Reporting on Data from Payroll and Time & Attendance

Scenario Your manager would like an accruals liability report that indicates an employee’s unused time off and his or her pay rate, so you can determine how much the remaining time off might cost the company. You should include the totals for all time-off policies and for each employee. In addition, you want the rate amount to display with two decimal places.

You do not need to filter your results. You want to print this for your quick reference.

Instructions, Part 1: Plan the Report Given the scenario, answer the following questions.

Question Answer


Do I want to include unmatched records in my report?

Do I need to use calculations, generate totals, or apply filters?




Instructions, Part 2: Create the Custom Report

Step Action



3 Click in the Report Name field to have the report name entered for you.

4 Use the Search for Fields field to locate the desired fields. Add the following fields in the order listed:

Payroll Name (from the Payroll Information file)

Rate Amount (from the Payroll Information file)

Accrual Desc – TLM Accrual Balance (from the TLM Accrual Balance file)

Balance – TLM Accrual Balance (from the TLM Accrual Balance file)

5 In the Unmatched Records window, select the option that would include unmatched records (that is, include employees even if they do not have data in all of the files). Then click OK.

6 Include totals for Balance - TLM Accrual Balance in the report.

7 Display totals for each employee.

Hint: In Step 4 Specify Totals, in the row for Payroll Name, in the Break field, select New Line.

8 Change the page orientation to landscape and format the rate amounts to include a dollar sign before the values.




Course Closing

How to Access Support Job Aid ADP provides various resources to help you perform your tasks after class.

Instructions

Step Action

1 At the top of any page, click Support > Support Center.

2 In the Search field, enter a topic and then click Find.

3 To view product information, navigate to the Product Documentation section and select a topic.

4 To access training information, navigate to the Training section and select a topic.

5 To close the Support site, click Log Off.

How to Access TheBridge.adp.com Job Aid Join TheBridge.adp.com, an online community for payroll and HR professionals where you can ask questions, share knowledge, make connections, and learn from industry experts and peers about a broad range of human capital management topics.

Instructions

Step Action

1

If You Are Then

Logged on to ADP Workforce Now At the top of any page, click (The Bridge).

Not logged on to ADP Workforce Now 1. Access thebridge.adp.com/welcome.

2. Log on using your ADP Workforce Now user name and password.

https://thebridge.adp.com/welcome



Continuing Education Credits ADP is an approved provider of recertification credit hours (RCHs) by the American Payroll Association (APA) and continuing professional education (CPE) credits by the National Association of State Boards of Accountancy (NASBA), and is an authorized provider by the International Association for Continuing Education and Training (IACET), 1760 Old Meadow Road, Suite 500, McLean, VA 22102. Most ADP courses are eligible for RCHs, CPE credits, and continuing education units (CEUs).

RCHs, CPE credits, and CEUs provide recognition for updating or broadening professional competencies and may be used to maintain certifications such as the Certified Payroll Professional (CPP) and Certified Public Accountant (CPA). Professional organizations establish their own certification procedures, which are subject to change.

Professional organizations often require documentation of class objectives, agenda, and duration, along with a certificate of completion. This information is provided at the end of your handout manual. At your request, your instructor will provide you with a certificate of completion at the end of this class.



Training Evaluation Please take a moment to complete the evaluation.

ADP Course Description

ADP Reporting Basics (75575)

Program Content

All practitioners: This course prepares participants to use the basic features of ADP Reporting to generatecustom, ad hoc reports. Topics include exploring ADP Reporting, using sample reports, planning andcreating custom reports, building more robust reports, and reporting across modules.

Objectives

Upon completing this course, participants will be prepared to do the following:

· Plan a report.

· Create a report.

· View report results.

· Modify a report.

Audience

This course is intended for those who need to create custom reports using ADP Reporting.

Prerequisites

Before beginning this course, participants should have a working knowledge of personal computers,Microsoft® Windows®, and Internet navigation. Participants should also have a working knowledge of theirPayroll, Time & Attendance, or HR & Benefits module.

Advance Preparation

None

Participant Materials

Participants need to print the ADP Reporting Basics handout manual prior to attending class.

Method of Presentation

Virtual class (VC), Group: Internet-based

Duration

2 hours, 30 minutes

Continuing Education Credits

This course may be eligible for the following recertification credit hours (RCHs), continuing professionaleducation (CPE) credits, and continuing education units (CEUs):

RCH: 2.5

CPE: 3.0

CEU: 0.3

In accordance with the standards of the National Registry of CPE Sponsors, CPEcredits have been granted on a 50-minute hour.

ADP, LLC, Employer Services, is registered with the National Association of StateBoards of Accountancy (NASBA) as a sponsor of continuing professional educationon the National Registry of CPE Sponsors. State boards of accountancy have finalauthority on the acceptance of individual courses for CPE credit. Complaintsregarding registered sponsors may be submitted to the National Registry of CPESponsors through its website: www.learningmarket.org.

ADP, LLC, Major Account Services, Learning and Performance, has beenaccredited as an Authorized Provider by the International Association forContinuing Education and Training (IACET), 1760 Old Meadow Road, Suite 500,McLean, VA 22102; (703) 506-3275.

In accordance with the American Payroll Association (APA), recertification credithours (RCHs) apply to Certified Payroll Professional (CPP) and FundamentalPayroll Certification (FPC) credentials.

Recommended Field of Study (NASBA)

Specialized Knowledge and Applications

Cost and Training Policy

For information on course cost, registration, and cancellation policies, refer to the Training Policy.

Learner Records and Privacy Policy

Learner records are available on Learn@ADP within 24 hours after participants complete their trainingclasses. To access learner records, refer to these instructions.

View ADP's Privacy Policy on Learn@ADP.

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ADP Reporting Basics · adp reporting basics handout manual copyright 2012–2016 adp, llc v06061675576adpr1301