ADP Reporting Workshop for the Advanced User Part 10F916658-03DA... · ADP Reporting Workshop for the Advanced User ... An alternate way to add coded fields in Advanced Reporting

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ADP Reporting Workshop for the Advanced User – Part 1


Agenda

Field Grabber

Using Filters

Coded Fields

Calculated/Derived Fields

Scheduling

Comparison Reports


Field Grabber

Field Grabber is a new tool that allows you to create a report by selecting fields

across multiple pages in ADP Workforce Now (example: Personal Profile,

Employment Profile)

You can create a report without leaving the page(s) you are working on and you

now have visibility to the source of data fields


Field Grabber – Getting Started

To start building your report:

1. Select the Field Grabber icon located in lower right corner of screen, we’ll built our sample report

today from the People > Personal Information > Personal Profile page

2. Click on the green icon to enable Field Grabber


Field Grabber Continued 3. Click + (add) next to the fields you would like to include. For our report today we'll pick Payroll Name and Position ID

from Personal Profile page

4. Next we'll navigate to People > Employment > Employment Profile and select Hire Date, Worker Category, and

Annual Salary


Field Grabber Continued

5. When done, it is optional to click on Preview Data

Note: Preview will display sample data without any filters or sorting applied

6. Select Done to continue



7. Click on Create Report

8. Once you have clicked on Create Report you will be transitioned

to a new screen for setting up a new report. The fields are already

selected. Just enter a Report Title and click on Select Fields



9. Click Save and Run. Note: changes can be made to the report on this page if necessary



10. You can make changes to the default runtime settings. Otherwise, just click Run


Field Grabber – That’s it!

11. You now have your report output. You can perform other functions such as Grouping & Sorting the

data, Exporting the data, or Share the template with others!


How to Create your reports As we continue with today’s demonstration, you will note that at times we will navigate to the

Advanced Reporting tool to showcase advanced functions like complex Filters and Derived

Fields

The icons below will denote the reporting tool used:

Reporting Advanced Reporting

Report


Using Filters in Custom Reporting

When creating a custom report, by default, ALL records will be returned from the file sources you are

utilizing

Filter options allow you to exclude records from appearing in your report

Common Filter requests include:

Show only Active employees

Show only employees in a certain Department

Show only employees who are Enrolled in a particular benefit

Show only Pay Statement information for a single date or range of dates

Show only employees who had a specific earnings code for a date range. An example would

be showing only employees who received a bonus or commissions


Filter Example

1. Let’s start by creating a simple report named “Active Employees” showing Position ID, Payroll

Name, and Positions Status

2. After your fields are selected, click on the Filters button to restrict the records to be returned


Filter Example Continued

3. Select the field or pick a field you wish to filter on, for our report let’s select Position

Status (Employment Profile)

4. Select Active clicking on the +

5. Next click Apply



6. Click Save + Run, note the filter selected is shown within the filter bar



That’s it, you can now review your data!

In this case, we will see only employees who are Active


Reporting Filter FAQ’s

Q - When including more than one filter in the report, what is the implied operator, And / OR ?

A – The basic rule is OR between different values of the same field and AND between different fields

Q – Can I filter on a field that isn't included on a report?

A – Yes, you can filter on any filed in the Reporting catalog

Q – What if I have a complex filter that I cannot complete in the Reporting tool?

A – No need to start over, you can easily transition to Advanced Filtering from the filter screen


The icons below denote the reporting tool used:


Report


Advanced Filtering Example

Advanced Filtering is located in Step 6 of the Advanced Reporting Wizard


Advanced Filtering Example Continued

1. The first step is to click on Add A Filter

Statement

2. The next step is to enter the field name we'll

filter the report data on, for our report we'll search

and select Position Status (Employment Profile)


Advanced Filtering Example Continued

3. Now we need to select an Operator, for our report we'll choose Equal To since we only want to see

Active Employees

4. Once you have selected the operator, enter the value or select from the list (preferred if available)


Advanced Reporting Complex Filter Example

Using operator combinations of AND/OR is acceptable. Parenthetic statements may also be required.

This example would show employees who were Active as of the end of calendar year 2017.


Coded Fields – What are they?

Coded fields is a function that allows you to add a separate column to a report for fields that have

specific codes attached (i.e. deductions, earnings, hours, accumulators, timecard pay codes, etc)

Since every client is unique in their setup of these codes, coded fields are needed in order to identify

them. Your company specific codes can be found in Workforce Now under Setup > Validation Tables




Report


Coded Fields – Adding to a report

Coded fields will be identified in reporting by the symbol

Examples of coded field names are:

Additional Earnings (Pay Statements)

Additional Hours (Pay Statements)

Other Deduction Amount (Pay Statements)

Amount-To-Date (To Date Accumulators)

Payroll Hours (as Numeric Timecard)

Allowed, Taken, Balance (To Date Accumulators or Time Off Transaction Summary)



Step 1: Click on the + next to the field name



Step 2:

1. Enter a name for the coded field

(i.e. Vacation Earnings)

2. Click on the + next to the code

or codes you wish to select

3. Click on Save



Your coded field will now display in the Selected Fields menu. Continue with the same steps to add

additional coded fields




Report


Coded Fields – Adding to a report (Advanced)

If your report requires advanced tools, you can also create Coded Fields in Advance Reporting

There are a few ways to add a coded field:

1. The first way to add a coded field is by clicking on Calculated Fields on Step 2

2. Then select Create Coded Fields



1. Enter your desired field name (i.e. Holiday Earnings)

2. Click on the search icon



A list of ALL possible coded fields is

displayed

Here select the appropriate field name

from the correct File, for example

choose Additional Earnings from the

Pay Statement file to view coded

earnings from an employee’s pay stub



Select your desired code from

the list, then click Done



An alternate way to add coded fields in Advanced Reporting is by searching for the field by name on

Step 2 and double clicking on the field

Additionally you can select the field and click on the right arrow to move it to the Selected Fields



1. Enter your Field Name

2 Select Create In to choose

your option to save the coded

field to This Report Only or to

the Library

3. Select your code from the list

below or enter the value by

selecting Enter codes

4. Select Done


Coded Fields – Fields Library

If you selected to save your coded fields to the Library you can now select this coded field on any

additional report on Step 2 under Coded Fields > Additional Earnings


Coded Fields – Fields Library

You can access your full list of coded fields that have been saved by going to Reports > Custom

Reports > Fields Library


Derived Field – What is it?

If you do not see the exact field you need to use in your report in the available fields list in Step 2 of the

report wizard, you can create a new field based (or derived) on another field. Derived fields can be

Numeric, Dates or Character Strings.

Modifications you can make to create a derived field include the following:

Pulling a section of a character or string field

Concatenating fields together into a single field

Performing mathematical functions on both numeric and date fields

Performing conditional logic on fields


Derived Field – What is it?

Will Review the following examples:

Length of Service

Eligibility Date

Blank Column

Full Address

Additional Examples:

You can extract the last four digits of the Business Phone field to create a phone extension list

You can project a three-percent pay increase for employees based on their current annual salaries

You can extract the month and day of the Birth Date field to create a birthday listing

You can calculate an employee's vacation balance by subtracting the employee's taken vacation time from the employee's allowed

vacation time




Report


Derived Fields – How to begin

On Step 2 of the report wizard select the ‘Calculated Fields’ option. Then choose ‘Create Derived Fields’.


Derived Fields – Types of

Under the Field Type menu you will have an option to add a derived field type as Date, String, Numeric or Time. An option

is also available to Create a new conditional field


Derived Fields – Create in

Select the menu Create In to save the derived field to the current report only or save to the Fields Library to be able to

re-use the derived field again on another report

Library options include saving it as Private to just your library or making it public for other practitioners to use. As a public

derived field other practitioners can use the derived field but not modify or delete it


Derived Fields – Length of Service (Duration)

1. Select Field Type as Date

2. Enter a Name for your derived field: Length of Service

3. Select your Create In option

4. Select From and choose Field


Derived Fields – Length of Service (Duration)

5. Under From type in Hire Date in the field search and select Hire Date (Employment Profile)

6. Under To select Variable

7. Then Report run date if you wish to see this as the current date

8. Under Return As select your desired length of time result

Documents

ADP Reporting Workshop for the Advanced User Part 10F916658-03DA... · ADP Reporting Workshop for the Advanced User ... An alternate way to add coded fields in Advanced Reporting