ADP Reporting Workshop For The Advanced User Part 1
ADP Reporting Workshop for the Advanced User – Part 1Copyright 2018 ADP, LLC. Proprietary and Confidential.
Agenda Field GrabberUsing FiltersCoded FieldsCalculated/Derived FieldsSchedulingComparison ReportsCopyright 2018 ADP, LLC. Proprietary and Confidential.
Field Grabber Field Grabber is a new tool that allows you to create a report by selecting fieldsacross 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 younow have visibility to the source of data fieldsCopyright 2018 ADP, LLC. Proprietary and Confidential.
Field Grabber – Getting StartedTo start building your report:1.2.Select the Field Grabber icon located in lower right corner of screen, we’ll built our sample reporttoday from the People Personal Information Personal Profile pageClick on the green icon to enable Field GrabberCopyright 2018 ADP, LLC. Proprietary and Confidential.
Field Grabber Continued3. Click (add) next to the fields you would like to include. For our report today we'll pick Payroll Name and Position IDfrom Personal Profile page4. Next we'll navigate to People Employment Employment Profile and select Hire Date, Worker Category, andAnnual SalaryCopyright 2018 ADP, LLC. Proprietary and Confidential.
Field Grabber Continued5. When done, it is optional to click on Preview DataNote: Preview will display sample data without any filters or sorting applied6. Select Done to continueCopyright 2018 ADP, LLC. Proprietary and Confidential.
Field Grabber Continued7. Click on Create Report8. Once you have clicked on Create Report you will be transitionedto a new screen for setting up a new report. The fields are alreadyselected. Just enter a Report Title and click on Select FieldsCopyright 2018 ADP, LLC. Proprietary and Confidential.
Field Grabber Continued9. Click Save and Run. Note: changes can be made to the report on this page if necessaryCopyright 2018 ADP, LLC. Proprietary and Confidential.
Field Grabber Continued10. You can make changes to the default runtime settings. Otherwise, just click RunCopyright 2018 ADP, LLC. Proprietary and Confidential.
Field Grabber – That’s it!11. You now have your report output. You can perform other functions such as Grouping & Sorting thedata, Exporting the data, or Share the template with others!Copyright 2018 ADP, LLC. Proprietary and Confidential.
How to Create your reportsAs we continue with today’s demonstration, you will note that at times we will navigate to theAdvanced Reporting tool to showcase advanced functions like complex Filters and DerivedFieldsThe icons below will denote the reporting tool used:ReportingReportAdvanced ReportingCopyright 2018 ADP, LLC. Proprietary and Confidential.
Using Filters in Custom Reporting When creating a custom report, by default, ALL records will be returned from the file sources you areutilizing Filter options allow you to exclude records from appearing in your report Common Filter requests include:Show only Active employeesShow only employees in a certain DepartmentShow only employees who are Enrolled in a particular benefitShow only Pay Statement information for a single date or range of datesShow only employees who had a specific earnings code for a date range. An example wouldbe showing only employees who received a bonus or commissionsCopyright 2018 ADP, LLC. Proprietary and Confidential.
Filter Example1.Let’s start by creating a simple report named “Active Employees” showing Position ID, PayrollName, and Positions Status2.After your fields are selected, click on the Filters button to restrict the records to be returnedCopyright 2018 ADP, LLC. Proprietary and Confidential.
Filter Example Continued3. Select the field or pick a field you wish to filter on, for our report let’s select PositionStatus (Employment Profile)4. Select Active clicking on the 5. Next click ApplyCopyright 2018 ADP, LLC. Proprietary and Confidential.
Filter Example Continued6. Click Save Run, note the filter selected is shown within the filter barCopyright 2018 ADP, LLC. Proprietary and Confidential.
Filter Example ContinuedThat’s it, you can now review your data!In this case, we will see only employees who are ActiveCopyright 2018 ADP, LLC. Proprietary and Confidential.
Reporting Filter FAQ’sQ - 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 fieldsQ – Can I filter on a field that isn't included on a report?A – Yes, you can filter on any filed in the Reporting catalogQ – 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 screenCopyright 2018 ADP, LLC. Proprietary and Confidential.
The icons below denote the reporting tool used:ReportingReportAdvanced ReportingCopyright 2018 ADP, LLC. Proprietary and Confidential.
Advanced Filtering ExampleAdvanced Filtering is located in Step 6 of the Advanced Reporting WizardCopyright 2018 ADP, LLC. Proprietary and Confidential.
Advanced Filtering Example Continued1. The first step is to click on Add A FilterStatement2. The next step is to enter the field name we'llfilter the report data on, for our report we'll searchand select Position Status (Employment Profile)Copyright 2018 ADP, LLC. Proprietary and Confidential.
Advanced Filtering Example Continued3. Now we need to select an Operator, for our report we'll choose Equal To since we only want to seeActive Employees4. Once you have selected the operator, enter the value or select from the list (preferred if available)Copyright 2018 ADP, LLC. Proprietary and Confidential.
Advanced Reporting Complex Filter ExampleUsing 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.Copyright 2018 ADP, LLC. Proprietary and Confidential.
Coded Fields – What are they? Coded fields is a function that allows you to add a separate column to a report for fields that havespecific 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 identifythem. Your company specific codes can be found in Workforce Now under Setup Validation TablesCopyright 2018 ADP, LLC. Proprietary and Confidential.
The icons below denote the reporting tool used:ReportingReportAdvanced ReportingCopyright 2018 ADP, LLC. Proprietary and Confidential.
Coded Fields – Adding to a reportCoded fields will be identified in reporting by the symbolExamples 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)Copyright 2018 ADP, LLC. Proprietary and Confidential.
Coded Fields – Adding to a reportStep 1: Click on the next to the field nameCopyright 2018 ADP, LLC. Proprietary and Confidential.
Coded Fields – Adding to a reportStep 2:1. Enter a name for the coded field(i.e. Vacation Earnings)2. Click on the next to the codeor codes you wish to select3. Click on SaveCopyright 2018 ADP, LLC. Proprietary and Confidential.
Coded Fields – Adding to a reportYour coded field will now display in the Selected Fields menu. Continue with the same steps to addadditional coded fieldsCopyright 2018 ADP, LLC. Proprietary and Confidential.
The icons below denote the reporting tool used:ReportingReportAdvanced ReportingCopyright 2018 ADP, LLC. Proprietary and Confidential.
Coded Fields – Adding to a report (Advanced)If your report requires advanced tools, you can also create Coded Fields in Advance ReportingThere 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 22. Then select Create Coded FieldsCopyright 2018 ADP, LLC. Proprietary and Confidential.
Coded Fields – Adding to a report (Advanced)1.2.Enter your desired field name (i.e. Holiday Earnings)Click on the search iconCopyright 2018 ADP, LLC. Proprietary and Confidential.
Coded Fields – Adding to a report (Advanced) A list of ALL possible coded fields isdisplayed Here select the appropriate field namefrom the correct File, for examplechoose Additional Earnings from thePay Statement file to view codedearnings from an employee’s pay stubCopyright 2018 ADP, LLC. Proprietary and Confidential.
Coded Fields – Adding to a report (Advanced)Select your desired code fromthe list, then click DoneCopyright 2018 ADP, LLC. Proprietary and Confidential.
Coded Fields – Adding to a report (Advanced) An alternate way to add coded fields in Advanced Reporting is by searching for the field by name onStep 2 and double clicking on the fieldAdditionally you can select the field and click on the right arrow to move it to the Selected FieldsCopyright 2018 ADP, LLC. Proprietary and Confidential.
Coded Fields – Adding to a report (Advanced)1.23.4.Enter your Field NameSelect Create In to chooseyour option to save the codedfield to This Report Only or tothe LibrarySelect your code from the listbelow or enter the value byselecting Enter codesSelect DoneCopyright 2018 ADP, LLC. Proprietary and Confidential.
Coded Fields – Fields LibraryIf you selected to save your coded fields to the Library you can now select this coded field on anyadditional report on Step 2 under Coded Fields Additional EarningsCopyright 2018 ADP, LLC. Proprietary and Confidential.
Coded Fields – Fields LibraryYou can access your full list of coded fields that have been saved by going to Reports CustomReports Fields LibraryCopyright 2018 ADP, LLC. Proprietary and Confidential.
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 thereport wizard, you can create a new field based (or derived) on another field. Derived fields can beNumeric, 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 fieldsCopyright 2018 ADP, LLC. Proprietary and Confidential.
Derived Field – What is it?Will Review the following examples: Length of ServiceEligibility DateBlank ColumnFull AddressAdditional Examples: You can extract the last four digits of the Business Phone field to create a phone extension listYou can project a three-percent pay increase for employees based on their current annual salariesYou can extract the month and day of the Birth Date field to create a birthday listingYou can calculate an employee's vacation balance by subtracting the employee's taken vacation time from the employee's allowedvacation timeCopyright 2018 ADP, LLC. Proprietary and Confidential.
The icons below denote the reporting tool used:ReportingReportAdvanced ReportingCopyright 2018 ADP, LLC. Proprietary and Confidential.
Derived Fields – How to beginOn Step 2 of the report wizard select the ‘Calculated Fields’ option. Then choose ‘Create Derived Fields’.Copyright 2018 ADP, LLC. Proprietary and Confidential.
Derived Fields – Types ofUnder the Field Type menu you will have an option to add a derived field type as Date, String, Numeric or Time. An optionis also available to Create a new conditional fieldCopyright 2018 ADP, LLC. Proprietary and Confidential.
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 tore-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 publicderived field other practitioners can use the derived field but not modify or delete itCopyright 2018 ADP, LLC. Proprietary and Confidential.
Derived Fields – Length of Service (Duration)1.2.3.4.Select Field Type as DateEnter a Name for your derived field: Length of ServiceSelect your Create In optionSelect From and choose FieldCopyright 2018 ADP, LLC. Proprietary and Confidential.
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 Variable7. Then Report run date if you wish to see this as the current date8. Under Return As select your desired length of time resultCopyright 2018 ADP, LLC. Proprietary and Confidential.
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 Act
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