ADP Reporting BasicsPART 2 ADP REPORTING BASICS HANDOUT MANUAL 2011 ADP, Inc. 2-2 V05231175562_2ADPR904 Exploring Filtering Further Overview You can create filters with varying degrees

V05231175562ADPR904 © 2011 ADP, Inc.

ADP Reporting BasicsPart 2

Handout Manual

ADP’s Trademarks The ADP Logo is a registered trademark of ADP, Inc.

© 2011 ADP, Inc. and its licensors. All rights reserved.

The information contained herein constitutes proprietary and confidential information of ADP. It must not be copied, transmitted, or distributed in any form or by any means, electronic, mechanical, or other, including photocopy or recording, or through any information storage or retrieval system, without the express written permission of ADP.

PART 2

ADP REPORTING BASICS PREFACE

2011 ADP, Inc. iii V05231175562_2ADPR904

Contents

Part 2

Exploring Filtering Further.........................................................................................2-2

Overview .............................................................................................................2-2

What Are Advanced Filters? ...............................................................................2-2

Learning Activity: Determining the Correct Advanced Filter ............................2-3

Creating an Advanced Filter Job Aid ..................................................................2-4

Practice: Creating an Advanced Filter.................................................................2-5

What Are Runtime Filters? .................................................................................2-7

Creating a Runtime Filter Job Aid ......................................................................2-8

Practice: Creating a Runtime Filter .....................................................................2-9

Creating Coded Amounts .........................................................................................2-11

Overview ...........................................................................................................2-11

What Are Coded Amounts? ..............................................................................2-11

Copying a Report and Creating a Coded Amount Job Aid ...............................2-12

Practice: Creating a Coded Amount..................................................................2-14

Reporting across Modules ........................................................................................2-16

Overview ...........................................................................................................2-16

What Is Reporting across Modules?..................................................................2-16

What Is a File Join?...........................................................................................2-17

Reporting on Data from Multiple Modules Job Aid .........................................2-20

Practice: Reporting on Data from Payroll and HR & Benefits .........................2-23

Practice: Reporting on Data from Payroll and Time & Attendance..................2-25

Workshop: Putting It All Together...........................................................................2-27

Overview ...........................................................................................................2-27

Planning Your Report........................................................................................2-27

Building Your Report........................................................................................2-28

Course Closing .........................................................................................................2-30

Course Objectives .............................................................................................2-30

Additional Training ...........................................................................................2-30

Important Information .......................................................................................2-30

Continuing Education Credits ...........................................................................2-31

ADP Reporting Basics (75560).........................................................................2-32

Next Steps .........................................................................................................2-34

PART 2

ADP REPORTING BASICS PREFACE

2011 ADP, Inc. iv V05231175562_2ADPR904

Training Evaluation...........................................................................................2-34

Appendix

ADP Reporting Basics Part 2

Handout Manual

PART 2

ADP REPORTING BASICS HANDOUT MANUAL

2011 ADP, Inc. 2-1 V05231175562_2ADPR904

Part 2 Introduction

In This Part:

Exploring Filtering Further

Creating Coded Amounts

Reporting across Modules

Workshop: Putting It All Together

PART 2


2011 ADP, Inc. 2-2 V05231175562_2ADPR904

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.

What Are Advanced Filters?

Overview You can create basic filters (such as Department = Marketing) or advanced filters. Advanced filters may use more than one criterion, logical values such as AND or OR, and parentheses.

Example You need a report of all salaried employees who earn at least $50,000 a year.

PART 2


2011 ADP, Inc. 2-3 V05231175562_2ADPR904

Learning Activity: Determining the Correct Advanced Filter

Scenario, Part 1 Your manager would like a report of all employees in department 000010 or department 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. Department = 000010 OR Department = 000020 OR Years of Service >=10

b. Department = 000010 OR Department = 000020 AND Years of Service >= 10

c. Department = 000010 AND Department = 000020 AND Years of Service >=10

d. (Department = 000010 OR Department = 000020) AND Years of Service >= 10

e. (Department = 000010 AND Department = 000020) AND Years of Service >=10

Scenario, Part 2 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 $8 an hour for purposes of a proposed pay increase.

Instructions, Part 2 Select the filter that would provide you with the desired results:

a. Rate Type = Salaried OR Annual Salary < 50000 OR Rate Type = Hourly OR Rate Amount < 8

b. Rate Type = Salaried AND Annual Salary < 50000 OR Rate Type = Hourly AND Rate Amount < 8

c. (Rate Type = Salaried OR Rate Type = Hourly) AND (Annual Salary < 50000 OR Rate Amount < 8)

d. (Rate Type = Salaried AND Annual Salary < 50000) OR (Rate Type = Hourly AND Rate Amount < 8)

e. (Rate Type = Salaried AND Annual Salary < 50000) AND (Rate Type = Hourly AND Rate Amount < 8)

PART 2


2011 ADP, Inc. 2-4 V05231175562_2ADPR904

Creating an Advanced Filter Job Aid

Scenario Your Dependent Audit report currently filters for all child dependents. You would like to filter this report further to show only children born before 1992. The result would show only those children who are over 18 years old so that, depending on other factors, you can determine who may or may not be eligible for benefits.

Instructions

Step Action

1 On the Home page, click Modify an Existing Report.

2 Click the name of the desired report.

3 Go to step 7 of the wizard.

4 Create the desired filter and click Add.

5 Click Check Filter Syntax.


7 Review the summary and run the report.

8 Once the report status is Completed, view the report results.

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 (M, D, 81) will display any employees with deduction code M, D, or 81.

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 (M, D, 81) will display any employees who do not have any of those deduction codes.

Additional Resources For more information on creating advanced filters, attend the ADP Reporting Derived Fields and Advanced Filtering course.

PART 2


2011 ADP, Inc. 2-5 V05231175562_2ADPR904

Practice: Creating an Advanced Filter

Scenario You are reconciling your dental and medical carrier's bills for specific departments. Filter the Employee Benefit Deductions report to include only those employees in department 000010 enrolled in either the dental high deductible plan or the medical PPO plan.

PART 2


2011 ADP, Inc. 2-6 V05231175562_2ADPR904

Instructions

Step Action


2 Locate the Employee Benefit Deductions report and click its report name.

Result: The Report wizard displays, defaulting to the step you had last visited when you last accessed the report.

3 Make the appropriate changes to step 7 of the wizard, filtering for the dental high deductible plan (D) or medical PPO plan (M).

4 Run the report.

5 View your report results as HTML.

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, ADP Reporting will automatically change the default equals (=) operator to In (List of Values).

PART 2


2011 ADP, Inc. 2-7 V05231175562_2ADPR904

What Are 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:

You need to print a compensation report for an individual employee. You want to be prompted for which employee to include whenever you run the report.

When you run the service 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 create a report that lists employee check histories, prompting you for a check number when running the report so you can address an employee's question when you receive calls about a recent paycheck.

You run an earnings and hours report every quarter; when you run the report, you enter the date range you want to view.

You can run a report based on a certain pay date or pay period.

PART 2


2011 ADP, Inc. 2-8 V05231175562_2ADPR904

Creating a Runtime Filter Job Aid

Scenario You regularly run the Benefit Deductions report for one department at a time. Rather than modify the report every time you run it, you choose to create a runtime filter that prompts you for the home department every time you run the report.

Instructions

Step Action


2 Click the report name of the report you would like to update.

3 On the Report wizard menu, click 7 Add Filters.

4 When defining your filter, in the Compare With field, select Ask at Runtime and enter an appropriate label or prompt.

5 On the Report wizard menu, click 8 Run a Report.

6 View the summary and where prompted, enter the value for which you would like to filter. Click Run Report.

7 Once the report status is Completed, view your report.

PART 2


2011 ADP, Inc. 2-9 V05231175562_2ADPR904

Practice: Creating a Runtime Filter

Scenario The service anniversary report you created in the first part of this course is run once a month to identify employees with anniversaries in that month. Create a runtime filter that prompts you for the month you want to include in your report.

Run the report for the month of January. Then run it again for the month of February.

PART 2


2011 ADP, Inc. 2-10 V05231175562_2ADPR904

Instructions

Step Action


2 Locate the Service Anniversary report and click its report name.


4 Create a runtime filter for the Date of Hire/Rehire field, filtering just on the month. The runtime filter label should be Month.

5 Run the report. When prompted, enter 1 or 01 (to represent the month of January). Be sure to include the runtime settings on the report output.

Note: Enter the month as a numeric value - you can enter 1 or 01.

6 View your report results as HTML. When you are finished, close the report.

7 Click the Run button at the top of the page and run the Service Anniversary report again.

8 When prompted, enter 2 or 02 (to represent the month of February).

Note: Enter the month as a numeric value - you can enter 2 or 02.

9 View your report results as HTML.

PART 2


2011 ADP, Inc. 2-11 V05231175562_2ADPR904

Creating Coded Amounts

Overview When your report includes fields that contain codes, such as the Scheduled Deduction Code field, you can create a coded amount to change the way those fields display in your reports.

What Are Coded Amounts?

Overview Certain fields contain codes that represent amounts. For example, the Scheduled Deduction Code field consists of codes M for Medical and D for Dental that correspond to the actual deduction amount for those plans. Employees with more than one code or value for a coded field would have multiple records in the report output, one for each code.

A coded amount field allows you to display values for deductions, hours, earnings, memos, and benefits in separate columns in your report. By using the literal description of a code in the report header, you can display the amounts for that code for each employee in one column. This eliminates the need to display multiple rows for each employee name.

Example without Coded Amounts

Example with Coded Amounts

PART 2


2011 ADP, Inc. 2-12 V05231175562_2ADPR904

Copying a Report and Creating a Coded Amount Job Aid

Scenario You need a benefit deductions report listing employees' deduction amounts and percentages for their medical, dental, and 401(k) enrollments. You would like to use coded amounts to display this information in separate columns.

There is a benefit deductions report with some of the information and formatting you need. You would like to maintain that original report and use a copy of that report for your needs.

Instructions, Part 1 – Copying the Report

Step Action


2 Locate the desired report and click Copy.

3 Enter an appropriate report name and title, make the necessary selections, and click OK.

4 In response to the prompt that displays, click OK.

PART 2


2011 ADP, Inc. 2-13 V05231175562_2ADPR904

Instructions, Part 2 – Modifying the Copied Report

Step Action


2 Click the name of the desired report.


4 Click Create or Edit Coded Amounts.

5 Select the type of coded amount you wish to create, enter the name for the new coded amount field, and select the code or codes to include in this field.

6 Click Add and Stay Here as needed to create additional coded amount fields. After all desired coded amounts are created, click Done.

7 Add the newly created coded amount fields to your report.

8 Run the report.

9 When your report status is Completed, view your report results.

Do not include coded amounts in the same report as a field that will result in multiple rows displaying for an employee. Doing so results in zero records found.

Important Information

Coded amount fields are available only for the report in which you create them. They are not available for other reports.

You can select more than one code to include in a coded amount column. For instance, you can select three different deduction codes when you create a coded amount field. ADP Reporting will total the values for all three codes and display the sum of those values on your report results.

PART 2


2011 ADP, Inc. 2-14 V05231175562_2ADPR904

Practice: Creating a Coded Amount

Scenario A coworker recently created a report listing the gross and net pay each employee received during a specific date range. The report includes runtime filters, which prompt the user to enter the date range to include in the report. The coworker made this report public so all users in your company can access it.

You would like to create a similar report that shows the same information but also employees' sick pay and vacation pay. Since you cannot modify your coworker's report, you copy it and make the necessary modifications to your copy.

Instead of having each employee's sick pay and vacation pay display in a separate row, you would like to create coded amounts so that the necessary information displays in separate columns. The report will then have only one row of information for each employee.

Instructions, Part 1 – Copying the Report

Step Action


2 Locate the Employee Gross and Net Pay report and click Copy.

3 Change the report name to Time Off Pay and click OK.

PART 2


2011 ADP, Inc. 2-15 V05231175562_2ADPR904

Instructions, Part 2 – Modifying the Copied Report

Step Action

1 Click the name of the Time Off Pay report.


3 Create the following coded amount:

Amount Type = Other Earnings

Name = Sick Pay

Code = S - Sick Time

4 Create the following coded amount:

Amount Type = Other Earnings

Name = Vac Pay

Code = V - Vacation

5 Add the coded amounts to the list of selected fields.


7 The date range has been entered for you. Run the report.

8 View the report results in PDF.

PART 2


2011 ADP, Inc. 2-16 V05231175562_2ADPR904

Reporting across Modules

Overview You can use ADP Reporting to create reports with data from multiple ADP modules, such as HR & Benefits, Time & Attendance, and Payroll. To run and view reports that access data from various ADP modules, you must be granted the proper practitioner permissions and rights within each of those modules. For example, to include time and attendance data in your report, you must have practitioner rights in the Time & Attendance module.

What Is Reporting across Modules? The phrase "reporting across modules" refers to a report that contains data from more than one ADP module. The subject areas available to you depend on the ADP modules to which your company subscribes and to which you have practitioner rights; for example, the Benefits subject area is available to HR & Benefits practitioners. To include data from more than one module in a report, you select one or more subject areas that represent the ADP modules in question and two or more files that contain the data you need.

Example 1 You can create a total 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 stored in the Time & Attendance module, while the employee's pay rate is stored in the Payroll module.

PART 2


2011 ADP, Inc. 2-17 V05231175562_2ADPR904

What Is a File Join? Sometimes, the fields you need for your report are not in the same file. For example, you might need to retrieve timecard information along with pay information. Because this information is in two separate files, you need to select both files in step 2 of the wizard. By selecting more than one file, ADP Reporting matches the records between those two files.

When you select two or more files for your report, those files are matched, or joined, by common fields (other than the employee's name). Once you select a file for your report, the list of other available files changes to display only those files that are compatible with the file you have already selected. When you select one of the remaining available files, ADP Reporting creates a join between the files to match the records within them.

Example 1 You would like to create an employee monthly time report, which lists an employee's name, time in and time out, pay group, and pay rate. You can retrieve timecard information from the TLM Timecard file and pay-related information from the Payroll Information file.

When you select the second file, a dotted line displays between the two files in the Selected Files section, indicating that the two files are joined for your report.

PART 2


2011 ADP, Inc. 2-18 V05231175562_2ADPR904

Example 2 It is the end of the year, and you need to generate a total compensation statement listing employees' gross salaries and your employer's contribution to employees' benefits plans. Gross salaries and taxes are available in the Check History file from the Payroll module, while employer contributions to benefits plans are in the Employee Benefits file from the HR & Benefits module.

When you select the Check History file, you notice that the Employee Benefits file is no longer available. In this instance, there is no direct correlation between these two files, so ADP Reporting cannot match the records between the two files. In this situation, you have to add one or more extra files to serve solely as a bridge between the files that contain the data you want to use.

By adding the Payroll Information file, which has common information with the Employee Benefits file and also has some common information with the Check History file, you are bridging the two files you need for your report.

PART 2


2011 ADP, Inc. 2-19 V05231175562_2ADPR904

Unmatched Records When you select more than one file, an Unmatched Records column displays. Matched records mean that data exists for the employee in each of the files selected, and unmatched means it does not have to exist in each file for the employee's record to display in your report. Your selection in this column affects the number of records that display in your report.

IF you: THEN:

Select Unmatched Records

An employee will be included in your report regardless of whether the employee has data in every file included in your report

Example:

Do not select Unmatched Records

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

Example:

Additional Resources For more information on the files you can join, refer to the appendix.

PART 2


2011 ADP, Inc. 2-20 V05231175562_2ADPR904

Reporting on Data from Multiple Modules Job Aid

Scenario A manager would like to determine which hourly employees have the most seniority so that they may be offered the opportunity to work a few extra hours on Wednesday evening. The manager needs to know the employees' hire dates and their work schedules to identify those who are already scheduled to work on January 13. You want to print this report for quick reference so you can answer the manager's questions.

Instructions, Part 1 – Planning Your Report Answer the following questions:

Question Answer

What fields should I include?

In which files and subject areas can I find those fields?

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

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 e-mail attachment, or manipulate the data?) Which output format meets my needs?

Instructions, Part 2 – Selecting Your Subject Areas

Step Action

1 On the Home page, click Select or Change Subject Areas.

2 Select the applicable subject areas in the Available Subject Areas field.

3 Click the right arrow to move the selected subject areas to the Selected Subject Areas field.

4 Select any subject areas not needed and click the left arrow to move them out of the Selected Subject Areas field.

5 Click Done.

6 Click OK.

PART 2


2011 ADP, Inc. 2-21 V05231175562_2ADPR904

Instructions, Part 3 – Building Your Report

Step Action

1 On the Home page, click Setup a New Report.

2 Select the desired report type and report mode. Enter the name of your report, the title you would like to display on your report output (if different from the report name), and an optional description and click Next.

3 Select the files that contain the fields you need. If desired, select Unmatched Records. Then click Next.

4 Select the fields to include in your report and click Next.

5 Select a desired sort order and click Next.

6 Indicate the fields for which you would like to include counts, averages, or totals and click Next.

7 Make the appropriate formatting changes and click Next.

8 Create the appropriate filters and click Next.

9 Review the page that displays, update selections as needed, and click Run Report.

10 Once your report status is Completed, view the report output.

PART 2


2011 ADP, Inc. 2-22 V05231175562_2ADPR904

Important Information Sometimes a field is available in more than one file, such as the Last Name First Name field. If you are viewing a list of available fields from more than one file in step 3 of the wizard, you may see each instance of that field appended with the applicable file's name - such as Last Name First Name [Employee Benefits] and Last Name First Name [Check History]. Depending on your need, you may need to choose the field from a particular file or it may not matter which version of the field you select.

PART 2


2011 ADP, Inc. 2-23 V05231175562_2ADPR904

Practice: Reporting on Data from Payroll and HR & Benefits

Scenario You were asked for a report listing the medical deductions that were taken from employees' pay for the month of January. You were asked not only for the deduction amounts but also for the plan name and employer costs for those benefits.

You do not need to include any totals or format the report. You want to print the report results quickly for later reference.


Question Answer

Which fields should I include?




PART 2


2011 ADP, Inc. 2-24 V05231175562_2ADPR904

Instructions, Part 2 – Creating Your Report

Step Action

1 On the Home page, click Select or Change Subject Areas and select the following subject areas:

Employee

Benefits


3 Accept the default report type and report mode and go to the next step of the wizard.

Note: The report name and title have been entered for you.

4 Select the following files, in the order listed and click Next:

Check History

Payroll Information

Employee Benefits

Note: Because you want to view only employees with a medical deduction, you do not need to include unmatched records.

5 Select the following fields in the order listed and click Next:

Pay Date

Last Name First Name [Check History]

Check/Voucher Number

Check Deduction Amount

Medical Employer Cost

Medical Plan Name

6 Sort by pay date.

7 You do not need to add totals or format your report. Go to step 7 of the wizard.

8 Filter the report where Pay Date is greater than or equal to January 1 and less than or equal to January 31.

9 Run the report.

10 When your report status is Completed, view the output as HTML.

PART 2


2011 ADP, Inc. 2-25 V05231175562_2ADPR904

Practice: Reporting on Data from Payroll and Time & Attendance

Scenario Your manager would like an accruals liability report which shows how much unused time off an employee has as well as the employee's 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 for each employee, as well as for the company.

You do not need any special formatting, and you do not need to filter your results. You want to print this for your quick reference.


Question Answer





PART 2


2011 ADP, Inc. 2-26 V05231175562_2ADPR904

Instructions, Part 2 – Creating Your Report

Step Action

1 On the Home page, click Select or Change Subject Areas and select the following subject areas:

Employee

Time and Labor




4 Select the following files in the order listed and click Next:

Payroll Information

TLM Employee

TLM Accrual Balance

Note: Because you only want to view employees with accrued time off, you do not need to include unmatched records.

5 Select the following fields in the order listed and click Next:

Last Name First Name

Rate Amount

Accrual Desc - TLM Accrual Balance

Balance - TLM Accrual Balance

6 The default sort order is by Last Name First Name because that is the first field you selected. Leave the default sort order.

7 Include totals for Balance - TLM Accrual Balance in the report with a line break after each employee's name.

8 You do not need to format or filter your report. Go to step 8 of the wizard.

9 Run the report.

10 When your report status is Completed, view the output as HTML.

Additional Resources In the course ADP Reporting Derived Fields and Advanced Filtering, you will learn how you can create an additional field in your report that can multiply fields such as Rate Amount and Balance to provide the total liability to your company. You can enroll in this course from your Learn@ADP training plan.

PART 2


2011 ADP, Inc. 2-27 V05231175562_2ADPR904

Workshop: Putting It All Together

Overview This workshop will enable you to practice what you have learned throughout this course to create a report.

Planning Your Report

Scenario You would like to create an hours and earnings report, summarizing each employee's gross and net pay, as well as the regular hours, overtime hours, and time off hours that were paid for that period. You also want to know each employee's department.

You run this report regularly and would like to be prompted for the date range to include every time you run the report. To share the results easily with others as an e-mail attachment, you will view your output as a PDF.

Instructions Answer the following questions:

Question Answer





PART 2


2011 ADP, Inc. 2-28 V05231175562_2ADPR904

Building Your Report

Scenario After discussing the required report with your coworkers, you have come to the following decisions:

The fields you need are in the Employee subject area, Check History file. You have been using the Employee subject area recently for other reports, so you do not need to change your subject areas.

The fields you need to include in your report are:


Home Department - Checkview

Pay Date

Gross Pay

Net Pay

Regular Hours

Overtime Hours

You would also like to include any vacation, personal, or sick time pay that might have been included. This information is available in the Other Hours field. Rather than have each type of other hours listed as a separate row, you will create a coded amount field for this information. You decide to name the coded amount field "PTO Hours" and include the codes P - Personal, S - Sick, and V - Vacation.

You will sort your report by employee name and then by pay date.

You want to see the totals for gross pay, net pay, and each of the hours fields. Rather than repeat the employee's name in each row of the report, you choose to include the employee's name in the header for each group of records. Employee records can be separated onto a new page for each employee.

When formatting the report, you will make the following changes:

Change the page orientation to Landscape.

Change the Last Name First Name header to Employee.

Change the Home Department - Checkview header to Department.

Format the Gross Pay and Net Pay data columns to include a dollar sign.

You want to be prompted every time you run the report for a date range of pay dates to include in the report.

Hint: You should create a runtime filter that looks for a pay date that is greater than or equal to a desired start date and less than or equal to a desired end date. The labels for your runtime filters should be Start Date and End Date.

When you run the report for the first time, you would like to include data from the month of January and to view the results as a PDF.

PART 2


2011 ADP, Inc. 2-29 V05231175562_2ADPR904

Instructions

Step Action




3 Select Check History and go to the next step of the wizard.

4 Select the following fields in the order listed:


Home Department - Checkview

Pay Date

Gross Pay

Net Pay

Regular Hours

Overtime Hours

5 In step 3 of the wizard, click Create or Edit Coded Amounts, create a coded amount with an amount type of Other Hours, and include the following codes:

P - Personal

S - Sick

V - Vacation

Note: The name of the coded amount, PTO Hours, has been entered for you.

6 Add the PTO Hours field to your report and go to the next step of the wizard.

7 Sort the report by employee name and then by pay date and go to the next step of the wizard.

8 Include totals for every field. Show the employee name in the header and have each employee on his or her own page. Then go to the next step of the wizard.

9 Format your report as follows and go to the next step of the wizard:

Change your page orientation to Landscape.

Change the Last Name First Name header to Employee and press Enter.

Change the Home Department-Checkview header to Department and press Enter.

Format both the Gross Pay and the Net Pay data columns to include a dollar sign.

10 Create a runtime filter that looks for a pay date that is greater than or equal to a desired start date and less than or equal to a desired end date.

Note: The labels for your runtime filters should be Start Date and End Date.

11 Run and view the report output in PDF format.

Note: The start and end dates of your runtime filter have been entered for you.

PART 2


2011 ADP, Inc. 2-30 V05231175562_2ADPR904

Course Closing

Course Objectives Now that you have completed this course, you are prepared to:

Plan a report

Create a report

View report results

Modify reports

Filter report results

Create coded amounts in reports

Include data from multiple modules in one report

Additional Training The course ADP Reporting Derived Fields and Advanced Filtering prepares participants to create their own fields in their ADP Reporting reports, based on fields available to them, and use advanced filtering to refine their report results. For more information on this course, refer to your Learn@ADP training plan.

Important Information The Getting Started with ADP Reporting guide is another resource to help you use ADP Reporting. The guide provides information on:

Planning your report

Selecting subject areas

Providing tips for using the Report wizard

Assisting you with report creation

To access this guide, click the Help icon within ADP Reporting. In the online Help that displays, select the Home tab and click the Getting Started with ADP Reporting link.

For information about enhancements, click the What's New in ADP Reporting link on the Home page.

PART 2


2011 ADP, Inc. 2-31 V05231175562_2ADPR904

Continuing Education Credits

Introduction 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), Certified Public Accountant (CPA), or the Society for Human Resource Management (SHRM). 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 on the following pages. At your request, your instructor will provide you with a certificate of completion at the end of this class.

PART 2


2011 ADP, Inc. 2-32 V05231175562_2ADPR904

ADP Reporting Basics (75560)

Program Content This course prepares participants to use the basic features of ADP Reporting to generate custom, ad hoc reports.

Objectives Upon completing this course, participants will be prepared to:

Plan a report

Create a report

View report results

Modify reports

Filter report results

Create coded amounts in reports

Include data from multiple modules in one report

Participant Materials For instructor-led training, the ADP Reporting Basics handout manual will be distributed in class. For virtual classes, participants need to print the ADP Reporting Basics Part 1 and ADP Reporting Basics Part 2 handout manuals prior to attending class.

Method of Presentation Instructor-led training and virtual class

Duration 5 hours

PART 2


2011 ADP, Inc. 2-33 V05231175562_2ADPR904

Continuing Education Credits for This Course Upon completion of all parts of this course, participants may be eligible for the following recertification credit hours (RCHs), continuing professional education (CPE) credits, and continuing education units (CEUs):

RCH: 5.0

CPE: 6.0

CEU: 0.5

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

ADP, Inc., Major Accounts, Training & Performance Systems is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org.

ADP, Inc. is an authorized provider by the International Association for Continuing Education and Training (IACET), 1760 Old Meadow Road, Suite 500, McLean, VA 22102.

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

PART 2


2011 ADP, Inc. 2-34 V05231175562_2ADPR904

Next Steps What will you do in the next week to apply this training?

Review the job aids available in the appendix.

Training Evaluation Thank you for attending this course. Please take a moment to complete the evaluation.

Appendix Part 2

Contents

File Joins........................................................................................................................ 1

Setting Reporting Preferences ..................................................................................... 13

Explore: The General Tab ........................................................................................... 13

Explore: The Output Tab............................................................................................. 14

Explore: The Format Tab ............................................................................................ 15

Explore: The Folders Tab............................................................................................ 16

Working with Folders Job Aid .................................................................................... 17

Explore: The Logo Tab ............................................................................................... 18

PART 2

ADP REPORTING BASICS APPENDIX

2011 ADP, Inc. 1 V05231175562_2ADPR904

ADP Reporting Basics – Part 2

File Joins Files can always be joined with other files within the same subject area. The following table identifies files that can be joined between ADP modules' subject areas.

The file: Can join with the following files from other subject areas:

Accumulators COBRA Events

Corporate Group - Employee

Dependent/Beneficiary Enrollment

Earnings

Education

Employee Enrollments

Employee Performance Review

Identity/Military Information

Job - Employee

Licenses and Certifications

Memberships

Paid Time Off

Previous Employment

Salary History

Salary Information

Skills

TLM Accrual Balance

TLM Accruals

TLM Attendance

TLM Employee

TLM Employee Date

TLM Payroll Detail

TLM Supplemental Earnings

TLM Time Off Requests

Wage/Garnishment

Workers Comp Policies

Benefits Provider Information None

Check History COBRA Events



Earnings

Education




Job - Employee


Memberships

Paid Time Off

Previous Employment

Salary History

Salary Information

Skills

TLM Accrual Balance

TLM Accruals

TLM Attendance

TLM Employee

TLM Employee Date

TLM Payroll Detail


TLM Timecard

Wage Garnishment


PART 2


2011 ADP, Inc. 2 V05231175562_2ADPR904


COBRA Events Accumulators

Check History

Cost Number Allocation Info

Current Payroll Data

Deductions in Arrears

Department Allocation Info

Education




Memberships

Payroll Information

Personal General

Personal Information

Previous Employment

Salary History

Salary Information

Scheduled Deductions

Skills

Status

Wage/Garnishment

Workers Compensation


YTD Tax Information View

Corporate Group - Company None

Corporate Group - Employee Accumulators

Check History





Dependent Benefits

Dependent General

Earnings

Employee Benefits

Paid Time Off

Payroll Information

Personal General

Salary History

Salary Information


Talent

TLM Employee

TLM Employee Date

TLM Payroll Detail

TLM Schedule


TLM Timecard

TLM Timecard Current

TLM Timecard Current/Next

TLM Timecard Next

TLM Timecard Previous

TLM Timepair Exception

Wage/Garnishment



Cost Number Allocation Info COBRA Events



Earnings

Education




Job - Employee


Memberships

Paid Time Off

Previous Employment

Salary History

Salary Information

Skills

Wage Garnishment


PART 2


2011 ADP, Inc. 3 V05231175562_2ADPR904


Current Payroll Data COBRA Events



Education




Job - Employee


Memberships

Salary History

Salary Information

Skills

TLM Payroll Detail


TLM Timecard


Wage Garnishment


Deductions in Arrears COBRA Events



Earnings

Education

Employee Benefits




Job - Employee


Memberships

Paid Time Off

Previous Employment

Salary History

Salary Information

Skills

Status Information

Status

Wage Garnishment


Department Allocation Info COBRA Events



Earnings

Education




Job - Employee


Memberships

Paid Time Off

Previous Employment

Salary History

Skills

Wage Garnishment



Accumulators

Check History





Education




Memberships

Payroll Information


Previous Employment

Salary History

Salary Information


Skills

Wage Garnishment




PART 2


2011 ADP, Inc. 4 V05231175562_2ADPR904


Dependent Benefits Corporate Group - Employee

Dependent General

Earnings

Job - Employee

Personal General

Status

Talent

Time Off

Work General

Dependent General Corporate Group - Employee

Dependent Benefits

Earnings

Employee Benefits

Job - Employee

Status

Talent

Time Off

Work General

Earnings Accumulators

Check History





Dependent Benefits

Dependent General

Employee Benefits

Job - Employee

Payroll Information

Personal General

Salary History

Salary Information


Status

Talent

Time Off

Wage/Garnishment

Work General


Education Accumulators

Check History

COBRA Events



Deductions In Arrears





Paid Time Off

Payroll Information


Previous Employment

Salary History

Salary Information


Wage/Garnishment




Employee Benefits Deductions in Arrears

Payroll Information


PART 2


2011 ADP, Inc. 5 V05231175562_2ADPR904


Employee Enrollments Accumulators

Check History

COBRA Events








Identity/ Military Information


Memberships

Previous Employment

Paid Time Off

Payroll Information


Previous Employment

Salary History

Salary Information


Skills

Wage Garnishment




Employee Performance Review Accumulators

Check History

COBRA Events








Paid Time Off

Payroll Information


Previous Employment

Salary History

Salary Information


Wage Garnishment




Identity/Military Information Accumulators

Check History

COBRA Events






Education




Memberships

Paid Time Off

Payroll Information


Previous Employment

Salary History

Salary Information


Skills




Job - Company None

PART 2


2011 ADP, Inc. 6 V05231175562_2ADPR904


Job - Employee Accumulators

Check History





Dependent Benefits

Dependent General

Earnings

Employee Benefits

Paid Time Off

Payroll Information

Personal General

Talent

TLM Employee

TLM Employee Date

TLM Payroll Detail

TLM Schedule


TLM Timecard



TLM Timecard Next


TLM Timepair Exception

Salary History

Salary Information


Wage/Garnishment



Licenses and Certifications Accumulators

Check History

COBRA Events








Paid Time Off

Payroll Information


Previous Information

Salary History

Salary Information


Wage/Garnishment




Memberships Accumulators

Check History

COBRA Events








Paid Time Off

Payroll Information


Previous Employment

Salary History

Salary Information


Wage Garnishment




PART 2


2011 ADP, Inc. 7 V05231175562_2ADPR904


Paid Time Off Accumulators

Check History






Education



Job - Employee


Memberships

Payroll Information


Previous Employment

Salary History

Salary Information


Skills

Time Off

TLM Accrual Balance

TLM Accruals

TLM Attendance

TLM Employee

TLM Employee Date

TLM Payroll Detail

TLM Timecard



TLM Timecard Next



TLM Time Punch Audit

Time Off Information

Wage Garnishments




Payroll Information COBRA Events



Earnings

Education

Employee Benefits




Job - Employee


Memberships

Paid Time Off

Previous Employment

Salary History

Salary Information

Skills

Status

TLM Employee

TLM Employee Date

TLM Payroll Detail

TLM Schedule


TLM Timecard



TLM Timecard Next


TLM Timeclocks


TLM Time Punch Audit

Time Off

Wage/Garnishment


PART 2


2011 ADP, Inc. 8 V05231175562_2ADPR904


Personal General COBRA Events


Dependent Benefits

Earnings

Employee Benefits

Job Employee

Status

Talent

Time Off

TLM Employee

TLM Employee Date

TLM Schedule

Wage/Garnishment

Work General


Personal Information COBRA Events


Education





Memberships

Paid Time Off

Previous Employment

Salary History

Salary Information

Status

TLM Employee

TLM Employee Date

TLM Schedule

Wage Garnishment


Previous Employment COBRA Events


Education





Memberships

Paid Time Off

Salary History

Salary Information

Skills

Wage/Garnishment


Registered Users None

Salary History Accumulators

Check History

COBRA Events







Earnings

Education




Job - Employee


Memberships

Paid Time Off

Payroll Information


Previous Employment

Salary Information


Skills

TLM Employee

Wage Garnishment




Salary Structure – Company None

PART 2


2011 ADP, Inc. 9 V05231175562_2ADPR904


Scheduled Deductions COBRA Events



Earnings

Education

Employee Benefits




Job - Employee

Memberships

Paid Time Off

Previous Employment

Salary History

Salary Information

Skills

Status

Wage/Garnishment


Skills Accumulators

Check History

COBRA Events








Paid Time Off

Payroll Information


Previous Employment

Salary History

Salary Information


Wage/Garnishment




Status COBRA Events


Dependent Benefits

Dependent General

Earnings

Employee Benefits

Payroll Information

Personal General


Talent

TLM Employee

TLM Employee Date

Wage/Garnishment


Talent Corporate Group - Employee

Dependent Benefits

Dependent General

Earnings

Employee Benefits

Job - Employee

Personal General

Status

Time Off

Work General

Time Off Dependent Benefits

Dependent General

Employee Benefits

Earnings

Paid Time Off

Payroll Information

Personal General

Talent

TLM Accrual Balance

TLM Accruals

TLM Attendance

TLM Employee

TLM Employee Date

TLM Payroll Detail

TLM Schedule

TLM Timecard



TLM Timecard Next


TLM Accrual Balance Accumulators

Check History

Paid Time Off

Time Off

PART 2


2011 ADP, Inc. 10 V05231175562_2ADPR904


TLM Accruals Accumulators

Check History

Paid Time Off

Time Off

TLM Attendance Accumulators

Check History

Paid Time Off

Time Off

TLM Edit Audit None

TLM Employee Accumulators

Check History


Job - Employee

Paid Time Off

Payroll Information

Personal General


Salary History

Salary Information

Status

Time Off

Work General

TLM Employee Date Accumulators

Check History


Job - Employee

Paid Time Off

Payroll Information

Personal General


Status

Time Off

Work General

TLM Payroll Detail Accumulators

Check History



Job - Employee

Paid Time Off

Payroll Information

Time Off

TLM Schedule Corporate Group - Employee

Job - Employee

Payroll Information

Personal General


Time Off

Work General

TLM Security Group None

TLM Supplemental Earnings Accumulators

Check History



Job - Employee

Payroll Information

TLM Timecard Check History



Job - Employee

Paid Time Off

Payroll Information

Time Off

TLM Timecard Current Corporate Group - Employee


Job - Employee

Paid Time Off

Payroll Information

Time Off

TLM Timecard Current/Next Corporate Group - Employee

Job - Employee

Paid Time Off

Payroll Information

Time Off

TLM Timecard Next Corporate Group - Employee

Job - Employee

Paid Time Off

Payroll Information

Time Off

PART 2


2011 ADP, Inc. 11 V05231175562_2ADPR904


TLM Timecard Previous Corporate Group - Employee

Job - Employee

Paid Time Off

Payroll Information

Time Off

TLM Timeclocks Payroll Information

TLM Time Off Requests Accumulators

Paid Time Off

Payroll Information

TLM Timepair Exception Corporate Group - Employee Job - Employee

TLM Time Punch Audit Paid Time Off Payroll Information

TLM User None

Unregistered Employees None

W2 Information None

Wage/Garnishment Accumulators

Check History

COBRA Events







Earnings

Education



Job - Employee


Memberships

Payroll Information

Personal General


Previous Employment

Salary History

Salary Information


Skills

Status




Workers Compensation COBRA Events


Education





Memberships

Paid Time Off

Previous Employment


Salary History

Salary Information

Skills

Wage/Garnishment


PART 2


2011 ADP, Inc. 12 V05231175562_2ADPR904


Workers Comp Policies Accumulators

Check History

COBRA Events







Education




Job - Employee


Memberships

Paid Time Off

Payroll Information

Personal General


Previous Employment

Salary History

Salary Information


Skills

Status

Wage/Garnishment


Work General


Work General Dependent Benefits

Dependent General

Earnings

Employee Benefits

Personal General

Talent

TLM Employee

TLM Employee Date

TLM Schedule


YTD Tax Information View COBRA Events



Earnings

Education





Job - Employee

Memberships

Paid Time Off

Previous Employment

Salary History

Salary Information

Skills


PART 2


2011 ADP, Inc. 13 V05231175562_2ADPR904

Setting Reporting Preferences ADP Reporting provides the opportunity to set your own reporting preferences, such as preferred output formats, formatting choices, and folders to organize your reports. Reporting preferences are your preferred default settings when creating and viewing reports. From the ADP Reporting Home page, click Setup My Reporting Preferences.

Depending on user rights, you may also have the ability to set preferences that will serve as defaults for all users in your company.

Explore: The General Tab Use the General tab to select your application preferences for:

Using the company preferences set up by the portal administrator

Displaying flyovers when you point to a file in step 2 of the wizard

Setting the number of reports that display on one screen on the Setup, Run, and View pages

Fields and Descriptions

Fields Description

Use Company Preferences Select to use the General tab preferences defined by your portal administrator as the default for all users in your company

Show Flyovers on Step 2. Select Files

Enable or disable the flyovers that display when you move your mouse over a file name on step 2 of the wizard

Default Number of Rows Determine the number of reports that display on one page on the Setup, Run, and View pages

PART 2


2011 ADP, Inc. 14 V05231175562_2ADPR904

Explore: The Output Tab Use the Output tab to select your preferences and defaults for output settings, report type, and available output formats.

Elements and Descriptions

Element Description

Use Company Preferences field

Select to use the Output tab preferences defined by your portal administrator as the default for all users in your company

Output Settings section Indicate the default output settings that should be applied to any reports you create. You can change the settings when running an individual report. Enable Runtime Format refers to the final formatting page that displays when you open your report results, giving you a final chance to make some minor formatting changes.

Report Type section Indicate whether the default report type for any reports you create is private or public. You can change the setting for an individual report.

Output Formats section Indicate the output formats you would like available when viewing report results.

PART 2


2011 ADP, Inc. 15 V05231175562_2ADPR904

Explore: The Format Tab Use the Format tab to select your report formatting preferences. You can opt to use the company preferences set up by your portal administrator, the visual formatter, or the standard formatter. By default, the visual formatter is selected as your formatter.

If you choose to keep the visual formatter as your report formatting preference, you can set your page layout and report format layout preferences. For example, you can set the default alignment and font color for your headings and data and the default numerical format.


Element Description

Use Company Preferences field

Select to use the Format tab preferences defined by your portal administrator as the default for all users in your company

Visual Formatter on Standard Formatter fields

Determine the default formatter for your reports.

Page Layout section Determine the default report orientation and paper size for your reports.

Report Format section Define default formatting settings for your reports.

PART 2


2011 ADP, Inc. 16 V05231175562_2ADPR904

Explore: The Folders Tab If you create numerous reports, you may find it necessary to organize your reports into different folders to make it easier to locate the report you need. Use the Folders tab to create and manage your personal folders.

Once you create your folders here, you can move your reports into those folders on the Setup Reports page and the View Reports page.


Element Description

Folder Name field To create a folder, enter a name in this field and click Add. Then, click Done.

My Folders list Displays the list of folders you have created. Point to a folder name to display options that enable you to rename or delete the folder, or set the folder as the default for all new reports you create.

PART 2


2011 ADP, Inc. 17 V05231175562_2ADPR904

Working with Folders Job Aid

Overview When you create folders on the My Preferences page, Folders tab, you can organize your reports into those folders on the Setup Reports page.

Instructions: Copy a Report to a Personal Folder

Step Action

1 On the Setup Reports page, select the check box for the report you would like to move to a personal folder.

2 In the lower-left corner of the page, click Add to Folder.

3 Select the folder or folders to which you would like to copy the report and click Done.

Note: You can copy the report to more than one folder.

4 In the lower-right corner, click Refresh.

Result: The report is moved to the folder you specified. The report is also listed in the All Reports folder.

Instructions: Navigate to a Personal Folder

Step Action

1 On the Setup Reports page, in the All Reports area on the left, select the folder to which you would like to navigate.

Result: The folder becomes active, and the reports in the folder display on the right.

2 View or modify the report as needed.

Instructions: Remove a Report from a Personal Folder

Step Action

1 On the Setup Reports page, navigate to the personal folder.

2 Select the check box for the report you would like to remove from the personal folder.

3 In the lower-left corner of the page, click Remove from Folder.

Result: The report is removed from your personal folder. The report is not removed from the All Reports folder or from any other personal folders that may contain a copy of the report.

Instructions: Delete a Report from All Folders

Step Action

1 On the Setup Reports page, select the check box for the report you want to delete.

2 Click Delete.

Result: The report deletes from your personal folders and the All Reports folder.

When you delete a report, you delete all instances of it from your personal folders and the All Reports folder.

PART 2


2011 ADP, Inc. 18 V05231175562_2ADPR904

Explore: The Logo Tab Use the Logo tab to view the company logo that can display in your reports. Your portal administrator sets up the company logo; you cannot change it. You can, however, choose to delete the logo from a report in the formatting step of the wizard.

Documents

ADP Reporting BasicsPART 2 ADP REPORTING BASICS HANDOUT MANUAL 2011 ADP, Inc. 2-2 V05231175562_2ADPR904 Exploring Filtering Further Overview You can create filters with varying degrees