Name That Article
What Knowledge Article contains the ADPR Case Activity Guidelines?
Article 000014882
What category under analytics contains the different "Headcount" metrics?
HR
What aux number is used when an inbound call is accidentally disconnected which typically requires a callback?
Aux 4
What fields are present in the commonly used Headcount filter?
Termination Date and Hire Date (or Hire/Rehire Date)
What folder do the fields Enrollment Status, Coverage Level, Approval Status typically come from when building benefits related reports?
Enrollments
What Knowledge Article explains the process of requesting a new AES Setup for Custom Reports?
Article 000013566
True or False: All metrics in a single dashboard can be downloaded/exported simultaneously
False: Each metric must be dowloaded/exported individually
When are we allowed to void cases? Provide at least two examples
Examples are stated in Article 000014882: CPS defect with no timelines, client did not need assistance, another open case exists for the same concern, etc.
What sample report/s can be used when a client asks for a history of their salary rate changes?
Salary History; Salary History (Current and Prior 4)
How to enable Manage Files, Derived Fields, Advanced data grouping (Total, Max, Min), Multilevel fields, Data Extract File report type, Mailing Label report type in not found in step 2 in custom reporting?
Go to Preferences if emulating client's access. System Options if using practitioner access
If the client's concern is that the report is running in ADP but the vendor/3rd party file feed is not receiving it, our Knowledge Article states that the case should be assigned to which queue?
Tier II - Client/WSE
True or False: Practitioners can share their created dashboards with other practitioners
TRUE
Before Closing a case due to client not responding, how many followup attempts are required before it is allowed to do so?
3 Follow - up attempts
True or False : AES cannot be used with templates created using Simplified Reporting.
True : You must use Advanced (Custom Reporting) in order to use AES.
When running Salary History Current and Prior sample report, what is the possible reason why the field is not showing on the output even if its added in step2 : Select fields.
When the selected fields is not set to Max in step 4 : Totals and Subtotals.
What Knowledge Article explains how to troubleshoot reports returning 0 records?
Article 000009480
When employees are missing from all metrics that they should appear in, where should we first check for troubleshooting?
Data Exclusions
Which member of the client's ADP service team should be submitting SOW for new AES requests
Relationship Manager
What Security Profile prevents practitioners from being able to copy custom and sample reports?
CRT:CRTClientRun
f the report requires transmission to a 3rd party, advise the client of our Automated Export Services (AES) offering & $_____ setup fee.
400 USD
What are at least 2 minimum requirements that allows admins to run the Paper Suppression Report based on the existing Knowledge Article
Practitioner must either be a Security Admin or higher in Security Management Services (SMS)
Practitioner must have CRT:CRTClientAdmin default profile and/or CRT:CRTClientPrefAdmin default profile assigned in SMS
Practitioner must have the iPayAdmin profile in SMS assigned
Practitioners will only see employees who belong to the company codes assigned to iPay:Admin
Practitioner must have logged into iPayAdmin site at least once
Can metrics similar to analytics be made through custom reporting?
Yes. This is possible only through simplified reporting
True or False : For PEO clients, the ADP Relationship Manager must send the SOW for new AES requests to Southeast Resource Management.
False: The SOW must be attached to a Henry case and submitted to the PEO Integration Services Queue
When Sensitive Personal Information is still masked even when unmask is selected in Step 5 of an advanced custom report, where else in WFN could cause this issue? There are 2 possible answers.
Preferences or Access Permissions
Can Payroll Billing and Pay Statements be combined in one report?
Technically yes but this is not recommended as it can lead to inconsistent information. Best practice is to run separate reports for Payroll Billing and Pay Statement fields