Employee Self-Service
59
1 Employee Self-Service
description
Employee Self-Service. Welcome and Introductions. Instructor(s) Bathrooms Exits Q&A Format. 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 - PowerPoint PPT Presentation
Transcript of Employee Self-Service
1
Employee Self-Service Employee Self-Service
2
Welcome and IntroductionsWelcome and Introductions
• Instructor(s)
• Bathrooms
• Exits
• Q&A Format
3
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
4
Basic Navigation in PeopleSoftBasic Navigation in PeopleSoft
• Logging in to the System
• PeopleSoft Navigation Tools
5
catalyst.uvm.edu (portal to PeopleSoft)catalyst.uvm.edu (portal to PeopleSoft)
Enter your UVM Net ID and Password
6
www.uvm.edu/catalyst (Project Site)www.uvm.edu/catalyst (Project Site)
7
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.
8
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.
9
Opens a Calendar to choose a date.
Opens a Drop-Down Menu to select an option
from a short list.
10
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.
11
QuestionsQuestions
12
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
13
NavigationNavigation
Self-Service
Personal Information
– Name Change
– Address Change
– Phone Number Add/Change
– Emergency Contact
14
2. Click on Edit Name
1. Enter Effective Date
15
3. Type in New Name
4. Click on OK
16
5. Click on Submit
17
6. Click on OK
18
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
19
1. Click on Edit
20
2. Type in New Address
3. Type in Effective Date
4. Click on Save
21
1. Click on Add a Phone Number
NOTE: You can have multiple phone numbers: Cell, Pager, Fax and more.
22
2. Click on Drop-Down Menu and Select Phone Type
3. Enter Phone Number
4. Click on Save
23
1. Click on Add an Emergency Contact
NOTE: You can have multiple emergency contacts.
24
Type in Contact Name
Select relationship type
2. Enter the Contact Name
3. Select the Relationship Type
4. Click on Edit Address
25
5. Enter Contact’s Address
6. Click on OK
26
6. Type in Phone Number
7. Click on Save
27
QuestionsQuestions
28
PayrollPayroll
• View Your Paycheck ** Available April 1, 2006
• Voluntary Deductions ** Available April 1, 200
29
NavigationNavigation
Self-Service
Payroll and Compensation
– View Paycheck
– Voluntary Deductions
30
31
To Print a Copy: Click anywhere on the PeopleSoft page, then click on your browser’s printer icon.
32
1. Click on Add Deduction
33
2. Click on the Magnifying Glass by Type of Deduction
34
3. Click on Deduction
3. Click on the Deduction You Want
35
4. Click on Your Selection
36
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.
37
QuestionsQuestions
38
Managing Current BenefitsManaging Current Benefits
• View Benefits Summary ** Available April 1, 2006
39
NavigationNavigation
Self-Service
Benefits
– Benefits Summary
40
41
QuestionsQuestions
42
Help ResourcesHelp Resources
• Online Training & Training Documentation
• CATalyst/PeopleSoft Portal Page
• Request Help via Footprints
43
Online HelpOnline Help
44
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)
46
Requesting CATalyst HelpRequesting CATalyst Help
• Submit Request Through Footprints
• Initial Response Within 30 Minutes
47
Why Footprints?Why Footprints?
• Track Common Issues
• Monitor for Response Time
• One Source
48
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
49
https://footprints.uvm.edu:2081/catalystgroup.html
50
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
51
Note: If you are an agent of another Footprints project, [email protected] 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.
52
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)
53
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.
54
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.
55
To Add More Data to Your Ticket Click on Edit
56
Type the New Text into the Description Box and then Click Go
57
Note: You will also get an e-mail notification upon submission, andevery time your ticket is touched.
58
QuestionsQuestions
59
Thank YouThank You
