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					ADP Statement Self Service                                                           WFG Canada Getting Started Guide




Statement Self Service
WFG Getting Started Guide




WFG Getting Started Guide .................................................. 1
Welcome to Statement Self Service .......................................................................... 2
  About this Guide ........................................................................................................... 2
Registering Statement Self Service .......................................................................... 3
The Statement Self Service Web Site ....................................................................... 8
  Adding a Company to your Online Statements ....................................................... 8
Viewing Pay Statements............................................................................................. 10
Viewing Tax Forms ...................................................................................................... 11
Changing Personal Options ...................................................................................... 12
  Change your password ............................................................................................. 12
  Change your User Information ................................................................................. 12
Frequently Asked Questions .................................................................. 13




                                                                                                              Page 1 of 13
ADP Statement Self Service                             WFG Canada Getting Started Guide




Welcome to Statement Self Service
              This internet based service allows you to view your own pay
        statements and tax forms online using a web browser.

               By subscribing to Statement Self Service, you can receive your pay
        statements and/or tax forms online rather than having them physically
        delivered or mailed.

               With Statement Self Service, you can also view and print historical
        pay statements and tax forms anytime from your home or office computer,
        which makes managing and reviewing your records quicker and easier
        than before.


About this Guide
            ADP is committed to protecting the personal information for WFG
     by complying with applicable privacy laws in Canada.
     This Getting Started Guide is intended to help you setup your computer
     and web browser so that you can register for Statement Self Service and
     begin accessing your pay statements and/or tax forms online. This guide
     is organized into the following sections:
               Registering for Statement Self Service
               The Statement Self Service Web Site
               Viewing Statements
               Changing Personal Options
               Frequently Asked Questions




                                                                         Page 2 of 13
ADP Statement Self Service                             WFG Canada Getting Started Guide



Registering Statement Self Service
You will have access to: Pay Statements and Tax Forms
You must be registered for Statement Self Service to begin receiving your
documents online. Before continuing with this guide, please ensure you have

    1. The most recent PAY DATE (or DEPOSIT DATE) – which is every
       Friday for 8LBW (LIFE) and every TUESDAY for 8LBX (SECURITIES).
    2. Your ADP Employee ID (WFG Agent Services to provide information)
    3. Your ADP Hire Date (WFG Agent Services to provide information)
    4. This document – WFG Getting Started Guide

To register for Statement Self Service, complete the following steps.
1. Open your web browser.
2. Type http://registerme.adp.ca in the address window.
3. Select language and press Enter, the following welcome page appears:




        The welcome page displays an Employee Privacy Agreement explaining
        the details of Statement Self Service and your rights and obligations when
        using the service. In order to access the Statement Self Service
        registration site, you must accept the Employee Privacy Agreement.

    Click I Agree to continue.

4. Please enter the following information and click the CONTINUE button.

        STEP 1 - Personal Information
        FULL NAME: LASTNAME FIRSTNAME
                                                (enter a space after lastname)
        CLIENT NUMBER#: 7419EA           (Enter ADP’s client number as shown,
                                         DO NOT ENTER YOUR AGENT CODE)

        EMPLOYEE ID: XXX XXX                  (Your ADP Employee number )
        HIRE DATE: YYYY MM DD                 (FORMAT = YYYY MM DD)
        (WFG Agent Services to provide ID and Hire Date, please call)


                                                                         Page 3 of 13
ADP Statement Self Service                              WFG Canada Getting Started Guide



        STEP 2 – PAY INFORMATION
        COMPANY CODE: 8LBW for World Financial Group Insurance Agency or
                       8LBX for WFG Securities of Canada Inc.
        PAYMENT DATE: Enter PAY DATE (or DEPOSIT DATE)
                      Which is every Friday for 8LBW (LIFE) and every
                      TUESDAY for 8LBX (SECURITIES).
                       (Format YYYY MM DD)

        NET PAY: 0.00
        **(if no commissions paid in last two weeks, please enter NET PAY as 0.00)




        NET PAY: 0.00

(if no commissions paid in last two weeks, please enter NET PAY as 0.00)

         ADD Feature - not recommended here.                         CO. CODES
                                                                     8LBW – LIFE
                                                                     8LBX - SECURITIES




                                                                          Page 4 of 13
ADP Statement Self Service                            WFG Canada Getting Started Guide




        STEP 3
5. Confirm the information is correct and click YES. The system verifies your
   identity and the following page appears.




    The system will create a User ID, for example, JSmith.

    Enter a Password and repeat it in the Confirm Password box.

        Criteria: The password must be a minimum of 8 characters in length
        and contain the following characteristics:
           - At least one numeric value
           - At least one upper case character
           - At least one lower case character
           Example: Password01, Summer1999



         *** Please write or print this page with your UserID and password, it
                 will be used when logging into Statement Self Service




                                                                        Page 5 of 13
ADP Statement Self Service                           WFG Canada Getting Started Guide



        STEP 4
6. Click CONTINUE, the following page appears.




Please enter your email address along with answers to three questions of your
choosing. These will be used in case you forget your login password to ADP.
Note:
* All fields are required.
* All responses must be from 4 to 20 characters in length. Symbols cannot be
used.

Here is a completed example:




                                                                       Page 6 of 13
ADP Statement Self Service                               WFG Canada Getting Started Guide



         STEP 5
7. Select the check box for Pay Statements and Tax Forms for the applicable
   company code and click CONTINUE.




                    YOU ARE REQUIRED TO CHECK OFF – both PAY
                    Statements and TAX Forms




    1.



Your Userid and Client #7419EA confirms your account. You will need this
info as well as your password to login.




                                                      CLIENT # REQUIRED
                                   7419EA               ENTER: 7419EA




Click here to login or type http://reports.adp.ca to continue.




                                                                           Page 7 of 13
ADP Statement Self Service                              WFG Canada Getting Started Guide



The Statement Self Service Web Site
Once you have registered, you can user your new User Id and Client #7419EA to
log on.
Requirements: Adobe Acrobat Reader.
        STEP 6
    1. Click the login will bring you the ADP Reports web site. You can bookmark
       this page or type this address – http://my.adp.ca




                                      7419EA




Type the identification information you received during the registration process
into User, password, and Client # fields. Note Client # is 7419EA

Click LOGIN to continue. A login page appears

        STEP 7

        TO ADD a Company to your Online Statements
    2. Select from the menu the “User Profile” and scroll to “Statement Self
       Service Options”




                                          Select to add a
                                            company




                                                                          Page 8 of 13
ADP Statement Self Service                           WFG Canada Getting Started Guide



        STEP 8
    3. In the Statement Self Service Options select the Add Company Code
       button and the company code registration pages appear.




       Enter either 8LBX for Securities or 8LBW for Life along with the Pay Date
       and the Net Pay – or DEPOSIT DATE
                          Which is every Friday for 8LBW (LIFE) and every
                          TUESDAY for 8LBX (SECURITIES).
                           (Format YYYY MM DD)
    4. and click Continue.

    5. The second company will appear in the Statement Self Service Options
       page. Select the Pay Statements and Tax Forms boxes and click on
       Save.




                                                                       Page 9 of 13
ADP Statement Self Service                             WFG Canada Getting Started Guide




    6. Read and click on the I Agree button.
    7. Click on Continue for the changes to take effect the next time you login.
       To view both company’s you will have to re-login to ADP.

        STEP 9

Viewing Pay Statements
        1. If you do not have the latest version of Adobe Acrobat reader, please
           download it by selecting the “Get Adobe Reader” link on this site.




                                                            Click and follow to
                                                             download Adobe
                                                             Acrobat Reader.

                               Click on MY PAY STATEMENTS
    8. In the Select Folder window, click on My Pay Statements.
                                             or
                                 MY TAX FORMS and OPEN
    9. Click Open, the following search appears

        2. Enter a specific range of dates or click Search to view all statements.
           A list of pay statements appears.




        3. Click anywhere in a row to open a pay statement of your choice.




                                                                        Page 10 of 13
ADP Statement Self Service                               WFG Canada Getting Started Guide




        The ADP statement will open using Adobe Acrobat Reader.




        STEP 10

Viewing Tax Forms
            1. Follow the same as in Step 1 above, but click on My Tax
               Forms and then Open.




            2. Enter a specific range of dates or click Search to view all tax forms.
               A list of Tax Forms appears.




                                                                          Page 11 of 13
ADP Statement Self Service                               WFG Canada Getting Started Guide




            3. Click anywhere in a row to open a tax form of your choice.
Changing Personal Options
    In your User Profile you can:
    Change your password




        1. In the Old Password field, type your old password.
        2. in the New Password field, type your new password.
        3. In the Confirm New Password field, type your new password a second
           time for verification.
        4. Click Submit. The next time you log in, you can use your new
           password.

Change your User Information




        1. Type in your security information into all fields and click on Save.


                                                                          Page 12 of 13
ADP Statement Self Service                                WFG Canada Getting Started Guide



Frequently Asked Questions

Who do I contact if I have any questions?
     Please read this Getting Started Guide carefully. If you do have questions,
     contact Agent Services.

How do I register for Statement Self Service?
     Visit http://registerme.adp.ca to register for Statement Self Service.

What documents do I need to register for Statement Self Service?

                The most recent PAY DATE (or DEPOSIT DATE) – which is every Friday for
                8LBW (LIFE) and every TUESDAY for 8LBX (SECURITIES).
                Your ADP Employee ID (WFG Agent Services to provide information)
                Your ADP Hire Date (WFG Agent Services to provide information)
                This document – WFG Getting Started Guide

Where do I go to view my statements and/or tax forms?
     Visit http://reports.adp.ca or http://my.adp.ca

I cannot view my pay statements or tax forms after I register and log in to
the Statement Self Service web site. What should I do?

        In order to view your pay statements and/or tax forms, you need to
        download and install Adobe acrobat reader. Please refer to the section
        “Viewing Pay Statements” in this Getting Started Guide for instructions on
        where to download.

How do I know which company codes I need to select for pay statements
and/or tax forms?

        Please refer to the Pay Stub example at the beginning of this Getting
        Started Guide.

What happens if I lose my password?
     On the http://reports.adp.ca home page there is a link to resetting your
     password. Please follow these steps.
           1. Click on the “Forgot password” link on the home page.
           2. The Password Reset Form appears
           3. Enter your UserID and Client ID
           4. Click on Continue
           5. Answer your 3 security questions
           6. Click on Submit
           7. Password is sent to your email address.




                                                                           Page 13 of 13

				
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