Workforce Now Payroll Dashboard

2015 ADP Pro User Conference

2 2

Introductions Discussion topics

– A payroll dashboard to both simplify the user experience and enhance accuracy in key phases of the payroll cycle Entering information/verifying input

Submitting payroll/reviewing results

Starting new payroll cycle

2

Agenda

3 3

What to expect– Shared information

– Candid discussion

– Networking

What we ask– Provide feedback and input from the perspective of

your industry, the market, the clients you represent as a member of the council

– Talk with any one of us if you have a question or request specific to your company

3

Reminders

Let’s get started!

4

Payroll Dashboard ReviewApril 14, 2015

Presented by Jim Christie, Product Owner – ADP® Workforce Now Payroll

6 6

Overview - Entering Payroll Information– Provides the user with the most pertinent information directly on the

dashboard to quickly help them determine whether to submit their payroll or continue to “edit” data.

Company ID Bar– Shows current schedule information

– Shows “where in the cycle” the payroll is With ability to “move forward” in the cycle (i.e., Submit Payroll)

– Shows all menu items via “pull down” Quick Links available (e.g., view payroll schedule)

Employee Updates– Data Cards will display number of New Hires, number of Employees with

Changes, number of Terminated employees Drill down capabilities will show additional detail (verify input)

Quick Links will support functions like “Add a New Hire”

6

Payroll Dashboard – Entering Information/Verifying Input

7 7

Payroll Input (Pay Data)

– Data Cards will display total hours and total earnings

Drill down capabilities will go directly to Pay-Data Summary and Pay-Data Full “reports” for quick on-screen viewing

Up to four batches will also display on data cards with the same “drill down” capabilities. Note –drill down will “pre-filter/pre-sort” the “reports”

Quick Links to Add a New Batch, and view All Batches will be available

– Shows all menu items via “pull down”

Quick Links available (e.g., view payroll schedule)

Dashboard Alerts

– Specific payroll messages will be prominent on the dashboard for items that potentially could affect the payroll – examples:

Batches out of balance

New schedule has been loaded

Incomplete Quick Calc requests are in the system

Incomplete New Hires are in the system

7

Payroll Dashboard – Entering Information/Verifying Input

8 8

Input Summary

– Data coins will display prominent values for the following:

Active hourly employees without pay data entries

Inactive employees with pay data entries

Employees with automatic pay cancelled

– As with data cards, the coins will show the number of employees and “drill down” capabilities will take the user to the detailed list of employees and so forth

– Data Links

Other key payroll information is provided to help users determine if they are ready to submit their payroll

Examples being:

– Number of manual checks

– Number of employee transfers

– Accumulator Adjustments

User Checklist

– A user managed checklist is provided to enter and track tasks/reminders during the payroll cycle

– Client customizable

8

Payroll Dashboard – Entering Information/Verifying Input

9 9

UI Examples– Data Cards

– Data Coins

– Data Links

9

Payroll Dashboard – Entering Information/Verifying Input

10 10

Overview - Reviewing Results– Provide the user with the most pertinent information

needed to accept or reject the payroll directly from the dashboard Dashboard changes context once the payroll is submitted (i.e.,

moving one step forward in the payroll cycle)

Statistical Summary– Company liability will be the most prominently displayed

item on this dashboard. Additional details from the “stat summary” will also be displayed

to help the user determine whether to accept or reject the payroll

Comparisons to prior payrolls will be available “one click away” to help the user notice if this specific payroll in “out of the ordinary”

10

Payroll Dashboard – Reviewing Payroll Results

11 11

Warnings and Messages– The dashboard will provide these messages from both the Statistical

Summary and the Payroll Register A section of this dashboard will be allocated to these messages – with the appropriate drill

down capabilities

Accept Payroll – The ability to accept (or reject) the payroll will be prominently displayed along

with “where the company is in the cycle” right on the dashboard. user can then “Start Next Payroll Cycle” from the dashboard.

Download Reports– With Real Time Preview the reports a user can view, export to Excel, etc will

be available directly on the dashboard. For example:

.

.

11

Payroll Dashboard – Reviewing Payroll Results

Payroll Dashboard

You told us that you would like to see…

Goals