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Employee Self-Service Employee Self-Service

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Welcome and IntroductionsWelcome and Introductions

• Instructor(s)

• Bathrooms

• Exits

• Q&A Format

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Course ObjectivesCourse Objectives

During this Course You will Learn How to:

– Log into and Navigate within PeopleSoft– Manage your Personal Information– View your Paycheck– Manage Direct Deposits + Voluntary Deductions– Update Tax Information– Enter Time

– Manage Current Benefits

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Basic Navigation in PeopleSoftBasic Navigation in PeopleSoft

• Logging in to the System

• PeopleSoft Navigation Tools

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catalyst.uvm.edu (portal to PeopleSoft)catalyst.uvm.edu (portal to PeopleSoft)

Enter your UVM Net ID and Password

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www.uvm.edu/catalyst (Project Site)www.uvm.edu/catalyst (Project Site)

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Click on the Topic you want. While this screen shot shows all of the topics

available in PeopleSoft HR, the available options you see will be based on your

personal security level.

PeopleSoft uses a Navigation Pagelet to display a hierarchical menu that you use to navigate to

various application pages.

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Click on Home to return to the home page for

the application.Click on Sign out to exit

an application.

Important Notes:

1. Always use the PeopleSoft directional navigation; NEVER use your browser back button.

2. Log out of the system rather than simply closing your browser.

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Opens a Calendar to choose a date.

Opens a Drop-Down Menu to select an option

from a short list.

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Opens a Search Window to search a

database for information.

After making any changes to a page, you must click the Save or Submit button in order for the

system to commit your changes to the database. If you have not completed all required fields, the

system will prompt you to enter the missing data.

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QuestionsQuestions

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Managing Personal InformationManaging Personal Information

• Name Change ** Available April 1, 2006

• Address Change ** Available April 1, 2006

• Phone Number Add/Change ** Available April 1, 2006

• Emergency Contact ** Available April 1, 2006

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NavigationNavigation

Self-Service

Personal Information

– Name Change

– Address Change

– Phone Number Add/Change

– Emergency Contact

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2. Click on Edit Name

1. Enter Effective Date

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3. Type in New Name

4. Click on OK

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5. Click on Submit

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6. Click on OK

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1. Name of the Person Logged On

2. Current Name in the Database

3. The New Name that Will Appear in the Database Once the Change Takes Effect

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1. Click on Edit

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2. Type in New Address

3. Type in Effective Date

4. Click on Save

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1. Click on Add a Phone Number

NOTE: You can have multiple phone numbers: Cell, Pager, Fax and more.

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2. Click on Drop-Down Menu and Select Phone Type

3. Enter Phone Number

4. Click on Save

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1. Click on Add an Emergency Contact

NOTE: You can have multiple emergency contacts.

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Type in Contact Name

Select relationship type

2. Enter the Contact Name

3. Select the Relationship Type

4. Click on Edit Address

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5. Enter Contact’s Address

6. Click on OK

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6. Type in Phone Number

7. Click on Save

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QuestionsQuestions

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PayrollPayroll

• View Your Paycheck ** Available April 1, 2006

• Voluntary Deductions ** Available April 1, 200

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NavigationNavigation

Self-Service

Payroll and Compensation

– View Paycheck

– Voluntary Deductions

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To Print a Copy: Click anywhere on the PeopleSoft page, then click on your browser’s printer icon.

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1. Click on Add Deduction

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2. Click on the Magnifying Glass by Type of Deduction

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3. Click on Deduction

3. Click on the Deduction You Want

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4. Click on Your Selection

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5. Enter Deduction Amount

6. Enter Goal Amount

7. Enter Deduction Start Date

8. Enter Deduction Stop Date

9. Click on Save

NOTE: You will receive an e-mail confirmation when you make any changes to your W-4, Direct Deposits, or Voluntary Deductions.

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QuestionsQuestions

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Managing Current BenefitsManaging Current Benefits

• View Benefits Summary ** Available April 1, 2006

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NavigationNavigation

Self-Service

Benefits

– Benefits Summary

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QuestionsQuestions

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Help ResourcesHelp Resources

• Online Training & Training Documentation

• CATalyst/PeopleSoft Portal Page

• Request Help via Footprints

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Online HelpOnline Help

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catalyst.uvm.edu (portal to PeopleSoft)catalyst.uvm.edu (portal to PeopleSoft)

Enter your UVM Net ID and Password

45www.uvm.edu/catalyst (Project site)www.uvm.edu/catalyst (Project site)

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Requesting CATalyst HelpRequesting CATalyst Help

• Submit Request Through Footprints

• Initial Response Within 30 Minutes

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Why Footprints?Why Footprints?

• Track Common Issues

• Monitor for Response Time

• One Source

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Why Footprints?Why Footprints?

• No Waiting on the Phone

• Your Request Cannot Get Misplaced

• You Can Track Status Online

• You will Receive e-Mails as the Status of Your Request Changes

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https://footprints.uvm.edu:2081/catalystgroup.html

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Footprints Ticket Self-Submission

CIT Helpline CATALYST College of Medicine IS College of Arts & Sciences IT College of Agriculture and Life Sciences IT CTL "Dr. Is In"

Or Go to Footprints.uvm.eduand Click on the CATALYST Link

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Note: If you are an agent of another Footprints project, e-mailcatalyst@uvm.edu and request that you be added as a customerto the CATalyst Help Desk Project.

If you have never used Footprints before, you can disregard this note, as it only applies to current Footprints users.

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This auto-populates basedon your net ID. Make sure your phone # is filled in.

Press Go to Submit Your Help Desk Ticket

Enter a Title for Your TicketSelect a Priority

Select Your Functional Area and Topic

Describe the Issue You are Having

You can Attach Documents Here(e.g. an Error Message You are Getting)

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Request

Status

The View Mine function will show you the tickets you have submitted.

Click on any field (Help Desk Ticket #, Ticket Title, or Status to view the in-depth detail of your submission.

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This is what your submitted Footprint will look like.

Every time a person touches your ticket, it will be time and date stamped and the new text will appear, so thatyou will be able to track the progress of your submission.

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To Add More Data to Your Ticket Click on Edit

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Type the New Text into the Description Box and then Click Go

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Note: You will also get an e-mail notification upon submission, andevery time your ticket is touched.

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QuestionsQuestions

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Thank YouThank You