ACCESSING PEOPLESOFT - Stanislaus County · ACCESSING PEOPLESOFT To access PeopleSoft from a County...

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Page 1 of 15 ACCESSING PEOPLESOFT To access PeopleSoft from a County computer via the County’s Intranet: 1. Navigate to http://intranet 2. Click on PeopleSoft 3. Click on Login to PeopleSoft 4. Enter your USERNAME and PASSWORD

Transcript of ACCESSING PEOPLESOFT - Stanislaus County · ACCESSING PEOPLESOFT To access PeopleSoft from a County...

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ACCESSING PEOPLESOFT

To access PeopleSoft from a County computer via the County’s Intranet:

1. Navigate to http://intranet

2. Click on PeopleSoft

3. Click on Login to PeopleSoft

4. Enter your USERNAME and PASSWORD

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To access PeopleSoft from a home or outside computer:

1. Navigate to www.stancounty.com

2. Click on Online Services

3. Click on PeopleSoft Self Service

4. Click on Login to PeopleSoft

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5. Enter your USERNAME and PASSWORD

If you need assistance logging in to PeopleSoft, please email the SBT Help Desk during regular business

hours at [email protected] or call 209-525-4357.

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COMPLETING OPEN ENROLLMENT

Once you have logged into PeopleSoft, you’ll arrive on the Default Homepage based on your role. Using

the NavBar Navigator, browse to Benefit Enrollment to complete your Open Enrollment.

1. Click on the NavBar button at the top right-hand side of your web browser page. The icon looks

like a compass

2. Click on the Navigator button to show the full menu

3. Click on Self Service

1. Click on Benefits 2. Click on Benefits Enrollment

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Click Select next to the Open Enrollment event

Click Edit next to each plan to review and change your benefit elections

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Review your plan options and semi-monthly costs and then click the Radio button next to your plan

choice for the new plan year

1. Review your available dependents at the bottom of the page. Make sure the Enroll box is

checked next to the dependents you want enrolled in this plan

2. If you need to add or edit a dependent, click Add/Review Dependents button

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To add a new dependent, click Add a dependent or beneficiary button. To edit an existing

dependent, click on their name

1. Enter your new dependent information

2. Click Save when complete

3. Review your new dependent info and click Return to Dependent/Beneficiary Summary

NOTE: If you add a new dependent, you will need to submit documentation (marriage license, birth

certificate, etc.) to Employee Benefits by the end of Open Enrollment.

Name

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After you have made your selections and reviewed that your dependents are enrolled, click Update

Elections to save your elections for each plan. Or you can Discard Changes if you don’t want to save

them.

Click Edit next to each plan to review and change your benefit elections and dependents, following the

steps above for each plan.

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1. Remember, if you selected a High Deductible medical plan, you will need to select a Health Savings

Account.

2. You have the option of contributing pretax dollars to your HSA through payroll deduction. Enter the

annual amount that will be deducted in 24 semi-monthly payments.

3. Click Update Elections to save your election.

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1. If you want to change your Supplemental Life Insurance, select the Radio button next to your

coverage level choice.

2. Keep in mind options with an asterisk* require an Evidence of Insurability (EOI) form be completed

and sent directly to VOYA for approval by the underwriter. Click on the blue link with the insurance

amount to complete and print the EOI form.

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1. Review and update your life insurance beneficiaries if necessary. You can designate primary and

secondary (contingent) beneficiaries by allocating each beneficiary share – primary and secondary

percents must each total 100

2. To add a new beneficiary that is not listed, click Add/Review Beneficiaries

3. Click Update Elections when complete

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1. To elect FSA Dependent Care, you must click Agree Radio button

2. Click the Dependent Care Spending Acct Radio button and indicate Annual Pledge amount which

will be divided into 24 semi-monthly deductions

3. Click Update Elections when complete

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1. When selecting an FSA plan, you must also select the Admin Fee for FSA. There is a semi-monthly

fee associated with this plan

2. Select the Radio button next to Admin Fee Flexible Spending. The Enroll box next to the

Dependent Beneficiary should not be checked

3. Click Update Elections when complete

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1. After completing all of your elections and changes, review your Election Summary which reflects

your total semi-monthly costs. You can print this page for an immediate confirmation

2. Click Submit

3. Review the disclaimer. To authorize and finalize your benefit elections, click Submit

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1. The Submit Confirmation confirms your benefit choices have been submitted. Click OK to return to

the Benefit Enrollment main screen

2. Congratulations, your Benefits Enrollment is complete when the event status is Submitted!