PS9.0 ESS Detail ViewUpdate Personal Info3
7
Click here to load reader
description
PS 9.0 ESS detail
Transcript of PS9.0 ESS Detail ViewUpdate Personal Info3
-
Business Process Guide - CMS PeopleSoft Human Resources
Employee Self-Service Viewing & Updating Personal Information
9.0 ESS 09/19/2012
Viewing and Updating Personal Information
You will need PeopleSoft Human Resources access to view job information for direct reports.
PeopleSoft is accessed through the campus portal at the following address: https://my.csusm.edu.
*If you do not have a PeopleSoft access please send an email to [email protected] or contact your Department Timekeeper for
assistance. If the access is needed immediately please call the helpdesk (ext. 4790).
PeopleSoft Employee Self-Service allows the employee to update and view a variety of personal information.
This guide will step through the following items:
A. View Personal Information
B. Home and Mailing Addresses
C. Phone Numbers
D. Personal e-mail addresses
E. Emergency Contact
F. View Compesnation History
Basic PeopleSoft Access Log-In Steps
1. Please sign into PeopleSoft Human Resources through the campus portal at
https://my.csusm.edu.
2. Under Quick Links, select the link for PeopleSoft Access.
A. Once signed into PeopleSoft you will
have two ways to navigate to your
destination (s).
a. Using the displayed side menu bar.
*The side menu bar will display different
links depending on the employees PeopleSoft access.
OR
b. Using the Main Menu link at the top bar.
-
Business Process Guide - CMS PeopleSoft Human Resources
Employee Self-Service Viewing & Updating Personal Information
9.0 ESS 09/19/2012
A. View Personal Information Summary
Processing Steps Screen Shots
1. Using one of the options, follow the navigation below:
Self Service >
Personal Information >
Personal Information Summary
2. The Personal Information page allows the employee to see their personal information all
in one area.
The page will display with the current
information in each section.
Addresses
Phone
Emergency Contacts
E-mail Addresses
The employee can click on the appropriate
yellow button to edit or update each
section.
*Remember to click on the button after editing any information.
The Employee Information section at the
bottom is display only and cannot be
updated.
(If the employee validates this information and
needs to make an update, they will need to call
Human Resources at X 4418.)
-
Business Process Guide - CMS PeopleSoft Human Resources
Employee Self-Service Viewing & Updating Personal Information
9.0 ESS 09/19/2012
B. Home and Mailing Addresses
Processing Steps Screen Shot
1. Once signed into PeopleSoft, follow the navigation below:
Self Service >
Personal Information >
Home and Mailing Addresses
2. Upon entering the page, the employees current addresses will display in view only mode.
To Edit, click on the Edit button on the right
and the edit page will appear.
Make the necessary updates and enter the
Effective Date.
Save when completed.
-
Business Process Guide - CMS PeopleSoft Human Resources
Employee Self-Service Viewing & Updating Personal Information
9.0 ESS 09/19/2012
C. Phone Numbers
Processing Steps Screen Shot
1. Once signed into PeopleSoft, follow the navigation below:
Self Service >
Personal Information >
Phone Numbers
2. Upon entering the page, the employees current phone numbers will display.
The numbers can be corrected, deleted, or a
new number added.
One number must be designated as
Preferred.
Save when completed.
D. E-Mail Addresses
Processing Steps Screen Shot
1. Once signed into PeopleSoft, follow the navigation below:
Self Service >
Personal Information >
E-mail Addresses
-
Business Process Guide - CMS PeopleSoft Human Resources
Employee Self-Service Viewing & Updating Personal Information
9.0 ESS 09/19/2012
2. Upon entering the page, the employees current e-mail addresses will display.
*The employees campus e-mail will always display and cannot be edited or deleted.
The employee can add, edit or delete any
personal e-mail addresses.
To add another address, just click on the
button to insert a new row.
*At least one e-mail address must be
designated as Preferred.
Save when completed.
E. Emergency Contacts
Processing Steps Screen Shot
1. Once signed into PeopleSoft, follow the navigation below:
Self Service >
Personal Information >
Emergency Contacts
2. Upon entering the page, the employees current emergency contacts will display.
At least one Emergency Contact must be
designated as Primary.
-
Business Process Guide - CMS PeopleSoft Human Resources
Employee Self-Service Viewing & Updating Personal Information
9.0 ESS 09/19/2012
3. The employee can add or edit the Emergency Contact Information as needed.
If the person they are designating lives at the
same address or has the same contact phone
numbers, the employee can click the same address as the employee or same telephone number as the employee check boxes and the information will default.
F. View Compensation History
Processing Steps Screen Shot
3. Once signed into PeopleSoft, follow the navigation below:
Self Service >
Payroll Compensation >
Compensation History
-
Business Process Guide - CMS PeopleSoft Human Resources
Employee Self-Service Viewing & Updating Personal Information
9.0 ESS 09/19/2012
4. Upon entering the page, the employees compensation history will display.
Select the View Another Date Range
Button to view salary history during a
specific time period.
