adp workforce now current version: optimization0f916658-03da-4619...4) defining business rules...

118
ADP Pro User Conference – Fall 2016 ADP Workforce Now Current Version: Optimization

Upload: others

Post on 05-Jun-2020

10 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

ADP Pro User Conference – Fall 2016

ADP Workforce NowCurrent Version:Optimization

Page 2: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

ADP Workforce Now is all about…

EMPOWERMENT

OPTIMIZATION

VALUE

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.2

Page 3: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Agenda

– Best Practices & Optimization for:• Logon Page• What’s New• The Bridge• Home Page• Resources• Preferences• Support (Support Center)• Learning Bytes• Message Center & Manage Message Center• Configuration/Content Management• Calendar• My Profile

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.3

Page 4: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Agenda

– Best Practices & Optimization for (Continued):• Search• Product Feedback• Requirements• Security• Workflow• Configuration/Content Management• Policy Acknowledgment• Delegation• Employee Activities

– Questions

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.4

Page 5: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

ADP Workforce Now

• Single point of access for ADP Products and Services

• Clients using it as their Company Intranet:– For Communications– For Recognition– For Open Enrollment

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.5

Page 6: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Logon Page

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.6

Page 7: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

What’s New

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.7

Page 8: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

The Bridge

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.8

Page 9: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

The Bridge

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.9

Page 10: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Home Page – for your Company Intranet

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.10

Page 11: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Resources – for your Company Intranet

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.11

Page 12: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Resources – for your Company Intranet

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.12

Page 13: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Resources – for your Company Intranet

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.13

Page 14: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Resources – for your Company Intranet

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.14

Page 15: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Preferences

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.15

Page 16: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Preferences

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.16

Page 17: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Preferences

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.17

Page 18: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Preferences

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.18

Page 19: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Preferences

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.19

Page 20: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Preferences

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.20

Page 21: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Support (Support Center)

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.21

Page 22: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Support (Support Center)

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.22

Page 23: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Learning Bytes

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.23

Page 24: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Message Center

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.24

Page 25: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Message Center

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.25

Page 26: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Message Center – Employee View

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.26

Page 27: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Message Center – Employee View

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.27

Page 28: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Manage Message Center

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.28

Page 29: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Manage Message Center

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.29

Page 30: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Manage Message Center

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.30

Page 31: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Manage Message Center

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.31

Page 32: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Configuration/Content Management

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.32

Page 33: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Calendar

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.33

Page 34: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Calendar

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.34

Page 35: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Calendar

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.35

Page 36: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Calendar

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.36

Page 37: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

My Profile – Business Card

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.37

Page 38: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

My Profile – Business Card

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.38

Page 39: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

My Profile – Business Card

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.39

Page 40: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Search - Global

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.40

Page 41: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Search - People

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.41

Page 42: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Search - Directory

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.42

Page 43: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Search - Activity

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.43

Page 44: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Search - Reports

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.44

Page 45: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

45

Sneak Preview: SearchSearch results arecategorized in 2 groups• People

– Picture will display ifone is loaded

• Navigation, Reports,Help

– Displayed in that order– Navigation displays with

a computer screen icon

• Analytics search stillavailable

Page 46: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Product Feedback

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.46

Page 47: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Requirements

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.47

Page 48: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Security

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.48

Page 49: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Security – Administrator Access

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.49

Page 50: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Security

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.50

Page 51: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Security

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.51

Page 52: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Security

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.52

Page 53: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Security

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.53

Page 54: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Security

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.54

Page 55: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Security- People Access

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.55

Page 56: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Security – People Access

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.56

Page 57: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Security – People Access

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.57

Page 58: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Security – People Access

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.58

Page 59: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Security – People Access

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.59

Page 60: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Security – Payroll Access

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.60

Page 61: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Security – Payroll Access

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.61

Page 62: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Security – Payroll Access

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.62

Page 63: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Security – Payroll Access

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.63

Page 64: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Security – User Security Report

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.64

Page 65: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Security – User Security Report

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.65

Page 66: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Security- Profile Report

Page 67: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Security- Profile Report

Page 68: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Security – Membership Rules

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.68

Page 69: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Security – Membership Rules

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.69

Page 70: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Security – Membership Rules

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.70

Page 71: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Security – Membership Rules

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.71

Page 72: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Security – Membership Rules

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.72

Page 73: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Workflow Overview

– A workflow is a process that allows for approval and/or notificationof a change made in either employee self service or manager selfservice

• Examples: Address Change, Emergency Contact, Direct Deposit,Federal Tax

– Workflow allows you to send proposed changes through a definedapproval process

– The approval process is based on organizational hierarchy– Only after final approval are the proposed actions taken and the

employee’s record updated

©2016 Automatic Data Processing, LLC.. Proprietary and Confidential Information.73

Page 74: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Workflow Help

74 © Copyright 2016 ADP, LLC Proprietary and Confidential Information.

Page 75: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Workflow Process Steps

1) Defining Membership Rules2) Adding Your Work Groups3) Defining Workflow Approval Paths4) Defining Business Rules (exceptions to the path)5) Defining Global Email Templates6) Setting up Approvals for Standard Activities7) Creating Custom Employee Activities (will talk more about

this later)

©2016 Automatic Data Processing, LLC.. Proprietary and Confidential Information.75

Page 76: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Workflow Overview

76 © Copyright 2016 ADP, LLC Proprietary and Confidential Information.

Page 77: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

3) Defining Workflow Approval Paths – Up AffectedEmployee Manager Hierarchy

77 © Copyright 2016 ADP, LLC Proprietary and Confidential Information.

Page 78: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Defining Workflow Approval Paths – Up SubmitterManager Hierarchy

78 © Copyright 2016 ADP, LLC Proprietary and Confidential Information.

Page 79: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Defining Workflow Approval Paths – Work Group

79 © Copyright 2016 ADP, LLC Proprietary and Confidential Information.

Page 80: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Defining Workflow Approval Paths – Specific User

80 © Copyright 2016 ADP, LLC Proprietary and Confidential Information.

Page 81: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

4) Defining Business Rules – Action Rule

81 © Copyright 2016 ADP, LLC Proprietary and Confidential Information.

Page 82: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

5) Defining Global Email Templates

82

•You can define and activate global emails for workflow messaging. Emailsare sent to users at the appropriate time based on the email type(s)selected.

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.

Page 83: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

6) Setting Up Approvals for Standard Activities:Workflow Example for Time Off Request

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.83

Page 84: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Approval Path Setup

84 © Copyright 2016 ADP, LLC Proprietary and Confidential Information.

Page 85: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Time Off Approval Setup

85 © Copyright 2016 ADP, LLC Proprietary and Confidential Information.

Page 86: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Assign Approval Path

86 © Copyright 2016 ADP, LLC Proprietary and Confidential Information.

Page 87: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Standard Activity – Employee Time Off Request

87 © Copyright 2016 ADP, LLC Proprietary and Confidential Information.

Page 88: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Configuration/Content Management

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.88

Page 89: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Configuration/Content Management

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.89

Page 90: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Configuration/Content Management

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.90

Page 91: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Configuration/Content Management

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.91

Page 92: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Configuration/Content Management

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.92

Page 93: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Configuration/Content Management

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.93

Page 94: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Configuration/Content Management

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.94

Page 95: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Configuration/Content Management

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.95

Page 96: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Configuration/Content Management

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.96

Page 97: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Configuration/Content Management

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.97

Page 98: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Configuration/Content Management

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.98

Page 99: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Policy Acknowledgement

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.99

Page 100: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Policy Acknowledgement

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.100

Page 101: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Policy Acknowledgement

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.101

Page 102: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Policy Acknowledgement

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.102

Page 103: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Policy Acknowledgement – Rollout

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.103

Page 104: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Delegation

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.104

Page 105: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Delegation

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.105

Page 106: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Delegation

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.106

Page 107: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Delegation

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.107

Page 108: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Employee Activities

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.108

Page 109: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Employee Activities

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.109

Page 110: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Employee Activities

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.110

Page 111: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Employee Activities – Roll Out

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.111

Page 112: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Employee Activities

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.112

Page 113: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Employee Activities

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.113

Page 114: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Employee Activities

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.114

Page 115: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Dock It

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.115

Page 116: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

Manage Employee Activities

© Copyright 2016 ADP, LLC Proprietary and Confidential Information.116

Page 117: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

117

Questions?

Page 118: ADP Workforce Now Current Version: Optimization0F916658-03DA-4619...4) Defining Business Rules (exceptions to the path) 5) Defining Global Email Templates 6) Setting up Approvals for

118