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How to Use the People First System!

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Presentation on theme: "How to Use the People First System!"— Presentation transcript:

1 How to Use the People First System!
This is the People First Training Course for New Employees.

2 Table of Contents continued
People First Service Center How to Logon to People First If You Can’t Logon Password Security How to Change Your Password Forgot Your Password? What to Do If You’re Locked Out Tips for Navigating the System Your People First Homepage Navigation Tabs Quick Links Section E-Newsletter Link Training Videos Link HR Policy Link My Alerts Section Log Off How to Edit Your Personal Info Direct Deposit EEO-Veterans-AAP Emergency Contact Employee Languages Home Address Temporary Address Personal Information (Nickname) W4/W5 How to Verify Your Personal Info How to Verify Your Work Info How to Verify Your Pay Info Payroll Deductions Gross Pay History Continued next slide. Table of Contents People First Service Center How to Logon to People First Password Security How to Change Your Password Forgot Your Password? What to Do If You’re Locked Out Your People First Homepage Tips for Navigating the System Navigation Tabs Quick Links Section E-Newsletter Link Training Videos Link HR Policy Link My Alerts Section Log Off How to Edit Your Personal Info Direct Deposit EEO-Veterans-AAP Emergency Contact Employee Languages Home Address Mailing Address Temporary Address Personal Information (Nickname) W4/W5 How to Create and Submit a Flex Schedule Request How to Create a Timesheet Template How to Complete Your Timesheet How to Complete Your Timesheet Using Your Timesheet Template How to Read the Leave Balance Overview Screen How to Request Leave or Overtime How to View State of Florida and Agency Training Courses* How to View Your Training History* Conclusion *Not all agencies participate in these online programs. Check with your HR office if you have questions. How to Verify Your Personal Info (Read Only)

3 Table of Contents continued
How to Create and Submit a Flex Schedule Request How to Complete Your Timesheet How to Create a Timesheet Template How to Complete Your Timesheet Using Your Timesheet Template How to Read the Leave Balance Overview Screen Basic Attendance and Leave Information Health and Insurance Home Screen Help Link My Information My Benefits Benefits Materials Benefits Information Conclusion

4 People First Service Center
The People First Service Center is available to answer your questions and assist you with the People First system Monday through Friday, from 8:30 A.M. to 5:30 P.M. EST. Have your People First employee ID number ready. Phone TTY People First Service Center The People First Service Center is available to answer your questions and assist you with the People First system Monday through Friday, from 8:30 A.M. to 5:30 P.M. EST. Have your People First employee ID number ready. Phone toll free For TTY access:

5 Logon to People First To logon to the People First system, you must have your 6-digit People First employee user ID number and your 7-digit password. The first time you logon, a default password will be used which is 0 followed by your birth date; for example, Go to Type your ID in the user ID field. Type your password in the password field. Click LOGON. Logon to People First To logon to the People First system, you must have your 6-digit People First employee user ID number and your 7-digit password, provided by your supervisor or HR department. Go to Type your ID in the user ID field. Type your password in the password field. Click LOGON.

6 If You Can’t Logon If you can’t logon, check the status of your pop-up blocker; it must be turned off for you to logon: in your browser window, go to Tools > Pop-up Blocker > Turn Off Pop-up Blocker. Logon to People First To logon to the People First system, you must have your 6-digit People First employee user ID number and your 7-digit password, provided by your supervisor or HR department. Go to Type your ID in the user ID field. Type your password in the password field. Click LOGON.

7 If You Can’t Logon If you do not want to turn your pop-up blocker completely off or if you have multiple pop-up blockers: 1. Type in your user ID and password. 2. Hold down the control key on your keyboard while you click the logon button.  (If you have multiple layers of pop-up blockers, and if you choose not to use the override listed above, then you must turn off all pop-up blockers.)  Logon to People First To logon to the People First system, you must have your 6-digit People First employee user ID number and your 7-digit password, provided by your supervisor or HR department. Go to Type your ID in the user ID field. Type your password in the password field. Click LOGON.

8 Password Security The first time you logon you will be prompted to change your password. Remember that the People First system houses your personal information, as well as your work information. Choose your password carefully and do not share it with anyone. Your password will expire every 90 days, and you will be required to change it again. You must use a 7-digit number—letters cannot be used. You cannot use any of your previous 5 passwords. Additionally, for security purposes, the password should not be in sequential order, such as It should not have the same three digits in a row, such as Finally, it should not be associated with your user ID number; for example, if your user ID is , you should not use 4837 as a part of the password. Password Security The first time you logon you will be prompted to change your password. Remember that the People First system houses your personal information, as well as your work information. Choose your password carefully and do not share it with anyone. Your password will expire every 90 days, and you will be required to change it again. You must use a 7-digit number—letters cannot be used. You cannot use any of your previous 5 passwords. Additionally, for security purposes, the password should not be in sequential order, such as It should not have the same three digits in a row, such as Finally, it should not be associated with your user ID number; for example, if your user ID is , you should not use 4837 as a part of the password.

9 Change Your Password Type your user ID in the first field.
Type your current password in the password field. Type in your new password. Verify your new password by typing it in again and click LOGON. Change Your Password Type your user ID in the first field. Type your current password in the password field. Type in your new password. Verify your new password by typing it in again and click LOGON.

10 Forgot Your Password? Contact the People First Service Center at to have your password reset. The Service Center will provide you with a temporary password that you will use to logon to the system so you can create a new password. When you logon using the temporary password, you will be prompted to change your password. Follow the steps on the “Change Your Password” slide to create a new password. Forgot Your Password? Contact the People First Service Center at to have your password reset. The Service Center will provide you with a temporary password that you will use to logon to the system so you can create a new password. When you logon using the temporary password, you will be prompted to change your password. Follow the steps on the Change Your Password slide to create a new password.

11 You’re Locked Out If you forget your ID or password and attempt to logon incorrectly three times, the system will lock you out for security purposes. At that point, you will receive a message on the Logon Screen to call the People First Service Center to have your account unlocked and your password reset. You’re Locked Out If you forget your ID or password and attempt to logon incorrectly three times, the system will lock you out for security purposes. At that point, you will receive a message on the Logon Screen to call the People First Service Center to have your account unlocked and your password reset.

12 Tips for Navigating the System
Using the back arrow or other Internet icons will kick you out of the system because they are outside of the security constraints. Use the MENU button or the CANCEL button within People First to exit the current screen. Red “WARNING” messages are the system's way of prompting you to verify that the information you entered is correct.  Red “ERROR” messages require you to correct your data entry before you can continue. Hovering your mouse cursor over a field will often give you additional information or tell you what the field is for. With your timesheet submission, the outlines of the boxes change colors to show the status: yellow means your timesheet has been submitted, but approval is pending; green means your timesheet has been approved; red means your timesheet was rejected and must be corrected and resubmitted. Tips for Navigating the System Using the back arrow or other Internet icons will kick you out of the system because they are outside of the security constraints. Use the MENU button or the CANCEL button within People First to exit the current screen. Red warning messages are the system's way of prompting you to verify that the information you entered is correct.  Red error messages require you to correct your data entry before you can continue. Hovering your mouse cursor over a field will often give you additional information or tell you what the field is for. With your timesheet submission, the outlines of the boxes change colors to show the status: yellow means your timesheet has been submitted, but approval is pending; green means your timesheet has been approved; red means your timesheet was rejected and must be corrected and resubmitted.

13 Your People First Homepage
Once you have logged on, you will see your personal People First homepage. Let’s look at features of this page. Your People First Homepage Once you have logged on, you will see your personal People First homepage. Let’s look at features of this page.

14 Navigation Tabs Across the top are navigation tabs that you may click to take you to other areas within the system. Navigation Tabs Across the top are navigation tabs that you may click to take you to other areas within the system.

15 Quick Links Section You may also click the links to the left in the quick links section to move to various areas within the system. These links take you directly to that section. Quick Links Section You may also click the links to the left in the quick links section to move to various areas within the system. These links take you directly to that section.

16 E-Newsletter Link To read the latest in People First information, click the link to our e-newsletters. You will find articles related to using the system, benefits, and much more. E-Newsletter Link To read the latest in People First information, click the link to our e-newsletters. You will find articles related to using the system, benefits, and much more.

17 HR Policy Link Click the HR Policy link to find relevant employment information for all State of Florida employees. Be sure to contact the Bureau of Personnel Services if you have questions. HR Policy Link Click the HR Policy link to find relevant employment information for all State of Florida employees. Be sure to see your HR office if you have questions.

18 My Alerts The My Alerts section of your homepage posts notices for you; for example, if you request a flex schedule, you will receive an alert telling you whether or not your manager approved your request. You may leave alerts on the page as long as you want, or you may delete them by checking the box or clicking the CHECK ALL button, then clicking REMOVE ALERT. My Alerts The My Alerts section of your homepage posts notices for you; for example, if you request a flex schedule, you will receive an alert telling you whether or not your manager approved your request. You may leave alerts on the page as long as you want, or you may delete them by checking the box or clicking the CHECK ALL button, then clicking REMOVE ALERT.

19 Log Off Finally, you should click LOG OFF to leave the system.
The system will automatically log you off after 60 minutes of inactivity. Log Off Finally, you should click LOG OFF to leave the system. The system will automatically log you off after 60 minutes of inactivity.

20 How to Edit Your Personal Info
To keep your information current, you must complete or verify certain fields upon your employment and maintain them as your information changes. Click review my information to get to the personal info section of People First. How to Edit Your Personal Information To keep your information current, you must complete or verify certain fields upon your employment and maintain them as your information changes. To access your personal information, go to the quick links section on the left and click review my information.

21 How to Edit Your Personal Info
You will be working from the personal info dropdown menu to complete the next items. You will be working from the personal info dropdown menu to complete the next items.

22 Direct Deposit The State requires all regular FTE employees to utilize the direct deposit system, which automatically deposits your paycheck on your pay date or dates each month. You will receive paper paychecks until your direct deposit transaction has been processed. Direct Deposit The State requires all employees to utilize the direct deposit system, which automatically deposits your paycheck on your pay date or dates each month. You will receive paper paychecks until your direct deposit transaction has been processed. Before enrolling in the direct deposit program, you will need the following information: the routing number for the bank you want your deposit to go to, your personal bank account number, and the type of account—checking or savings.

23 Direct Deposit Before enrolling in the direct deposit program, you will need the following information: the routing number for the bank you want your deposit to go to, your personal bank account number, and the type of account—checking or savings.

24 Direct Deposit To enroll in the direct deposit program, select direct deposit in the personal info dropdown menu and click GO. To enroll in the direct deposit program, select direct deposit in the personal info dropdown menu and click GO. Click EDIT in the lower left hand corner. Click EDIT in the lower left hand corner.

25 Direct Deposit Accurately type in the bank’s routing number, your account number, and then select checking or savings from the dropdown menu. Once you are certain that all information is complete and accurate, enter your People First password and click SAVE. Your bank name will appear next to the routing number. Accurately type in the bank’s routing number, your account number, and then select checking or savings from the dropdown menu. Once you are certain that all information is complete and accurate, enter your password and click SAVE. Your bank name will appear next to the routing number. Click MENU to return to the personal info homepage. Note: the CHECK BANK functionality is unavailable at this time. Click MENU to return to the personal info homepage. Note: the CHECK BANK functionality is unavailable at this time.

26 EEO-Veteran-AAP Completing the Equal Employment Opportunity-Veteran-Affirmative Action Plan section is optional, but recommended. Select EEO-Veteran-AAP from the personal info dropdown menu and click GO. Enter the information in each of the boxes marked by a red asterisk (see next slide). EEO-Veterans-AAP Completing the Equal Employment Opportunity-Veterans-Affirmative Action Plan section is optional, but recommended. Select EEO-Veteran-AAP from the personal info dropdown menu and click GO. Enter the information in each of the boxes marked by a red asterisk (see next slide).

27 Click SAVE at the bottom of the screen when you are finished.
EEO-Veteran-AAP Click SAVE at the bottom of the screen when you are finished. Click SAVE at the bottom of the screen when you are finished.

28 Emergency Contact Current emergency contacts with correctly entered information are extremely important. Please be sure to keep this field accurately updated so that your agency can contact someone for you in the event of an emergency. To enter emergency contact information, select emergency contact from the personal info dropdown menu and click GO. Emergency Contact Current emergency contacts with correctly entered information are extremely important. Please be sure to keep this field accurately updated so that your agency can contact someone for you in the event of an emergency. To enter emergency contact information, select emergency contact from the personal info dropdown menu and click GO.

29 Emergency Contact Click EDIT in the lower left hand corner of your screen. Enter the information required in the fields with red asterisks beside them: name, relationship, and phone number. Click SAVE when you are finished. Click EDIT in the lower left hand corner of your screen. Enter the information required in the fields with red asterisks beside them: name, relationship, and phone number. Click SAVE when you are finished.

30 Emergency Contact To add another emergency contact, click NEW and follow the same steps. To edit the information for an emergency contact, click the radio button to the left of the contact, then click EDIT in the lower left hand corner. After making changes, remember to click SAVE. Click MENU to return to the dropdown menu. To add another emergency contact, click NEW and follow the same steps. To edit the information for an emergency contact, click the radio button to the left of the contact, then click EDIT in the lower left hand corner. After making changes, remember to click SAVE. Click MENU to return to the dropdown menu.

31 Employee Languages This screen is to record languages other than English that you speak, read, and/or write. Although not required, it is highly recommended that you complete this screen if you know another language. From the personal info dropdown menu, select employee languages and click GO. Employee Languages This screen is to record languages other than English that you speak, read, and/or write. Although not required, it is highly recommended that you complete this screen if you know another language. From the personal info dropdown menu, select employee languages and click GO.

32 Employee Languages Click EDIT. The effective date will automatically pre-populate for you. Click the arrow to select your language from the help list (see next slide). Click EDIT. The effective date will automatically pre-populate for you. Click the arrow to select your language from the help list (see next slide).

33 Employee Languages If you wish to view the list in alphabetical order, click the header. One click will put it in descending order (z-a); two clicks will sort it a-z. Click the language other than English that you speak, read, and/or write from the list. Click the language other than English that you speak, read, and/or write from the list.

34 Employee Languages Click the arrow to open the proficiency level help menu. Click the arrow to open the proficiency level help menu.

35 Employee Languages Select the proficiency level that best describes your abilities. Click SAVE. Click MENU to return to the dropdown menu. Select the proficiency level that best describes your abilities. Click SAVE. Click MENU to return to the dropdown menu.

36 Home Address Your manager most likely entered your home address and phone number when you were hired; however, you should check it for accuracy and change it if you move or change phone numbers. From the personal info dropdown menu, select home address and click GO. Home Address Your HR office most likely entered your home address and phone number when you were hired; however, you should check it for accuracy and change it if you move or change phone numbers. From the personal info dropdown menu, select home address and click GO.

37 Home Address To see the details of your address information, click the radio button to the left. To make changes, click NEW and update. Clicking NEW automatically puts the new effective date in for you. To see the details of your address information, click the radio button to the left. To make changes, click NEW and update. Clicking NEW automatically puts the new effective date in for you.

38 Home Address You must complete all fields with an asterisk. Telephone numbers are optional, but highly recommended. Remember to click SAVE when you are finished. The accuracy of your mailing address is extremely important so that benefits materials and State correspondence reach you in a timely manner. You must complete all fields with an asterisk. Telephone numbers are optional, but highly recommended. Remember to click SAVE when you are finished. Click MENU to return to the personal info dropdown menu. Click MENU to return to the personal info dropdown menu.

39 Temporary Address If you move to a temporary address, be sure to complete this section of your employee information so that you will receive your correspondence in a timely manner. From the personal info dropdown menu, select temp address and click GO. Temporary Address If you move to a temporary address, be sure to complete this section of your employee information so that you will receive your correspondence in a timely manner. From the personal info dropdown menu, select temp address and click GO.

40 Temporary Address Click EDIT, then complete all of the fields with red asterisks. Remember to click SAVE when you are finished. Click EDIT, then complete all of the fields with red asterisks. Remember to click SAVE when you are finished.

41 Personal Info (Nickname)
If you go by a nickname that you wish to have published in the 411 online employee directory, you may enter it via the personal info screen. Additionally, you should verify that your name is spelled correctly and that your Social Security Number and birth date are correct. If a correction needs to be made, contact the Bureau of Personnel Services. Personal Info (Nickname) If you go by a nickname that you wish to be published in the 411 online employee directory, you may enter it via the personal info screen. From the dropdown menu, select personal info and click GO.

42 Personal Info (Nickname)
From the dropdown menu, select personal info and click GO. Personal Info (Nickname) If you go by a nickname that you wish to be published in the 411 online employee directory, you may enter it via the personal info screen. From the dropdown menu, select personal info and click GO.

43 Personal Info (Nickname)
Click the radio button to the left to bring up the details screen. Click the radio button to the left to bring up the details screen.

44 Personal Info (Nickname)
Click EDIT in the lower left hand corner. Type your nickname in the appropriate field, then click the publish nickname checkbox. Click SAVE. Click EDIT in the lower left hand corner. Type your nickname in the appropriate field, then click the publish nickname checkbox. Click SAVE. Click MENU to return to the personal info dropdown menu. Click MENU to return to the personal info dropdown menu.

45 Personal Info (Nickname)
Additionally, you should verify that your name is spelled correctly and that your Social Security Number and birth date are correct. If a correction needs to be made, contact the Bureau of Personnel Services. Personal Info (Nickname) If you go by a nickname that you wish to be published in the 411 online employee directory, you may enter it via the personal info screen. From the dropdown menu, select personal info and click GO.

46 W4/W5 Your W4/W5 must be completed correctly so that your agency knows how much of your earnings to withhold for federal taxes. If you’re not certain how to determine your withholdings, contact your personnel office or go to for more information. To access the W4/W5 screen, go to the personal info dropdown menu and select W4/W5 at the bottom. Click GO. W4/W5 Your W4/W5 must be completed correctly so that your agency knows how much of your earnings to withhold for federal taxes. If you’re not certain how to determine your withholdings, contact your personnel office or go to for more information. To access the W4/W5 screen, go to the personal info dropdown menu and select W4/W5 at the bottom. Click GO.

47 W4/W5 The W4/W5 details screen will open in edit mode for you the first time you access it. The effective date will pre-populate, as will your Social Security number. Select your W4 filing status by using the dropdown menu. You may select single, married, or married filing at higher single rate. Type in the number of allowances you wish to file. Type in the additional tax amount, if any, you wish to have withdrawn. The W4/W5 details screen will open in edit mode for you the first time you access it. The effective date will pre-populate, as will your Social Security number. Select your W4 filing status by using the dropdown menu. You may select single, married, or married filing at higher single rate. Type in the number of allowances you wish to file. Type in the additional tax amount, if any, you wish to have withdrawn.

48 W4/W5 If you qualify, complete the W5 filing status by using the dropdown menu. You may select either married or single. Then check the appropriate boxes. If you qualify, complete the W5 filing status by using the dropdown menu. You may select either married or single. Then check the appropriate boxes.

49 W4/W5 If you meet the criteria to qualify for tax exemption, check the exempt indicator box. You must type in your 7-digit People First password to electronically sign the W4/W5 page. Once you are certain that all information is complete and accurate, click SAVE. If you meet the criteria to qualify for tax exemption, check the exempt indicator box. You must type in your 7-digit People First password to electronically sign the W4/W5 page. Once you are certain that all information is complete and accurate, click SAVE.

50 How to Verify Your Personal Info
The following screens from the personal info dropdown menu are read only screens, which means you can read the information to check for accuracy, but you cannot make changes. If you need to make a change, contact your supervisor or personnel office. Driver’s License: needed if a driver’s license is required for your position Employee Education: for informational purposes only Fulfillment Documents/History: lists the documents mailed by the Service Center I-9: official record of your proof of eligibility to work in the United States Outside Employment: you may be required to notify your personnel office if you work a second job outside of state government; be sure to ask before taking on another job. Professional License and Certification: needed if required for your position How to Verify Your Personal Information (Read Only Screens) The following fields from the personal info dropdown menu are read only fields, which means you can read the information to check for accuracy, but you cannot make changes. If you need to make a change, contact your supervisor or personnel office. Driver’s License: needed if a driver’s license is required for your position Employee Education: for informational purposes only Fulfillment Documents/History: lists the documents mailed by the Service Center I-9: official record of your proof of eligibility to work in the United States Outside Employment: you may be required to notify your personnel office if you work a second job outside of state government; be sure to ask before taking on another job. Professional License and Certification: needed if required for your position

51 Work Info (Read Only) The work info section is read only, and your agency may not utilize each screen; however, you should verify that the information in the following screens is correct. Direct questions to the Bureau of Personnel Services Select the following screens from the work info dropdown menu.

52 Work Info (Read Only) Drop/Retirement: Ensure that you are signed up for the correct retirement plan—either pension or investment. NOTE: This does not apply to OPS employees

53 Work Info (Read Only) Key service dates: ensure all dates listed are correct.

54 Work Info (Read Only) Organizational work assignment: verify that the supervisor listed in People First is your assigned supervisor.

55 Work Info (Read Only) address: check your address for accuracy. If it needs to be updated or corrected, your supervisor can do this for you. Work location address: check your work location address for accuracy. If it needs to be updated or corrected, you must notify your supervisor or the Bureau of Personnel Services. Work mailing address: check your work mailing address for accuracy. If it needs to be updated or corrected, you must notify your supervisor or the Bureau of Personnel Services.

56 Pay Info (Read Only) To see your pay information, go to the time and payroll dropdown menu, select pay info, and click GO.

57 Pay Info (Read Only) Your base pay information, which does not include additives, is viewable in the overview screen. To see your hourly rate, click the radio button.

58 One-time Payroll Deduction
To set up a one-time pay deduction, go to the time and payroll dropdown menu, select one-time pay deductions, and click GO.

59 One-time Payroll Deduction
Click EDIT. Use the help menu to select the type of deduction. Select the date you want your pay deducted. Type in the amount you want deducted. Number/Unit are for Bureau of Personnel Services use only.

60 Recurring Payroll Deductions
To set up recurring deductions, go to the time and payroll dropdown menu, select recurring pay deductions, and click GO.

61 Recurring Payroll Deductions
Click EDIT. Use the help menu to select the type of deduction. Select the dates you want the pay deduction to begin and end. Type in the amount you want deducted.

62 Recurring Pay Additives (Read Only)
Recurring pay additives only apply to certain positions. Your Personnel Office will inform you if you are eligible. The recurring pay additive screen is read only. To access it, go to the time and payroll dropdown menu, select recurring pay additives and military pay, and click GO.

63 Gross Pay History Pre-tax (Read Only)
To see your gross pre-tax salary, go to the time and payroll dropdown menu, select gross pay history (pre-tax), and click GO.

64 Gross Pay History (Pre-tax)
To see your gross pay history by pay period, click the radio button.

65 Basic Attendance and Leave Information
Discuss with your supervisor the proper procedures for: Requesting leave time Approval to Work Overtime Flex Schedule Approvals Timesheet Submission and Approvals

66 Basic Attendance and Leave Information
Check with your supervisor to learn if your position is Included or Excluded under the Fair Labor Standards Act (FLSA). This will determine whether your Work Schedule and Timesheets are to be submitted and approved each workweek (included) or work month (excluded). Workweeks are Friday – Thursday OPS timesheets must be approved in compliance with the biweekly pay schedule to ensure accurate and timely payroll processing FTE timesheets must be approved by the 7th day of the following month. Who can submit and approve Timesheets in the absence of the employee and/or supervisor? Timekeeper, Other Managers in organization structure and Personnel Staff can enter work/leave hours, submit and approve timesheets.

67 How to Create and Submit a Flex Schedule Request
If you have a work schedule other than 8 hours a day, Monday through Friday, or your regular days off fall on other than Saturday and Sunday, you MUST complete a flex schedule request.  Note: This does not apply to OPS employees Once the request is saved, it will be routed to your manager for approval.  You should continue to work your current schedule until your flex schedule request is approved. Keep in mind that flex schedules must be changed at the beginning of the workweek, Friday, regardless of whether you are an included or excluded employee. Flex Schedules can only be set for pay periods that have no time entered on the timesheets. Prior to being able to submit your timesheet, you must meet your contracted hours for the pay period, which is based on your flex schedule. How to Create and Submit a Flex Schedule Request If you have a work schedule other than 8 hours a day, Monday through Friday, you should request a flex schedule. Remember that you must meet your contracted hours for each week. To access the flex schedule, go to the quick links section on the left of your homepage and click attendance and leave.

68 How to Create and Submit a Flex Schedule Request
To access the flex schedule, go to the quick links section on the left of your homepage and click attendance and leave. How to Create and Submit a Flex Schedule Request If you have a work schedule other than 8 hours a day, Monday through Friday, you should request a flex schedule. Remember that you must meet your contracted hours for each week. To access the flex schedule, go to the quick links section on the left of your homepage and click attendance and leave.

69 How to Create and Submit a Flex Schedule Request
The flexible work schedule can only be accessed by going to the time and payroll dropdown menu. Select flexible work schedule and click GO. The flexible work schedule can only be accessed by going to the time and payroll dropdown menu. Select flexible work schedule and click GO.

70 How to Create and Submit a Flex Schedule Request
Select the appropriate period for when you would like your flex schedule to begin. You must select a period that has not had time entered or saved on it. Scroll to the bottom of the screen and click EDIT in the lower left hand corner. Select the appropriate period for when you would like your flex schedule to begin. Scroll to the bottom of the screen and click EDIT in the lower left hand corner.

71 How to Create and Submit a Flex Schedule Request
To apply the schedule for multiple pay periods, change the end date. You may apply the schedule for up to 52 weeks. Remember to end the workweek on a Thursday. To apply the schedule for multiple pay periods, change the end date. You may apply the schedule for up to 52 weeks. Remember to end the pay period on a Thursday. Note: Employees paid on a monthly cycle will see only one week on their screen.

72 How to Create and Submit a Flex Schedule Request
You may now edit your schedule to reflect the days and number of hours that you will be working. Select OFF for any days that you will not work. Select the appropriate number of hours for any other days of the week. Do not use ROT, select the true hours each day. You may now edit your schedule to reflect the days and hours that you will be working. Select OFF for any days that you will not work. Select the appropriate hours for any other days of the week. A quick tip for navigating through the number dropdown menu is to use the number pad on the keyboard. This will take you immediately to the correct number sequence. A quick tip for navigating through the number dropdown menu is to use the number pad on the keyboard. This will take you immediately to the correct number sequence; for example, hitting 1 will take you to all hours beginning with 1, such as 10.

73 How to Create and Submit a Flex Schedule Request
To save this work schedule and route it to your manager, click SAVE in the lower left hand corner. To save this work schedule and route it to your manager, click SAVE in the lower left hand corner.

74 How to Create and Submit a Flex Schedule Request
Notice the schedule status says, “Unapproved Flexible Schedule.” Once your manager approves the schedule, the schedule status will change to say, “Approved Flexible Schedule.” You will also receive an alert on your homepage saying that your manager has approved the schedule. Until that time, continue working your currently scheduled hours. Notice the schedule status says, “Unapproved Flexible Schedule.” Once your manager approves the schedule, the schedule status will change to say, “Approved Flexible Schedule.” You will also receive an alert on your homepage saying that your manager has approved the schedule. Until that time, continue working your currently scheduled hours.

75 How to Complete Your Timesheet (without using the timesheet template)
All employees are required to keep an accurate record of their time and attendance. You must meet your contract hours for each week, so be certain to enter your hours worked and leave types correctly, and submit your timesheet by the last day of your pay period each pay cycle. To access your timesheet, click the attendance and leave link in the quick links section on your homepage. How to Complete Your Timesheet All employees are required to keep an accurate record of their time and attendance. Be certain to enter your hours worked and leave types correctly, and submit your timesheet by the last day of your pay period each pay cycle. To access your timesheet, click the attendance and leave link in the quick links section on your homepage.

76 How to Complete Your Timesheet (without using the timesheet template)
From the time and payroll dropdown menu, select employee time entry—which should be the default—and click GO. From the time and payroll dropdown menu, select employee time entry—which should be the default—and click GO.

77 How to Complete Your Timesheet (without using the timesheet template)
Select the correct pay period and workweek by clicking the radio button to the left. Select the correct pay period and workweek by clicking the radio button to the left.

78 How to Complete Your Timesheet (without using the timesheet template)
Click the EDIT button in the lower left hand corner of your screen. Click the EDIT button in the lower left hand corner of your screen.

79 How to Complete Your Timesheet (without using the timesheet template)
Notice that hours type 1000 for regular hours worked pre-populates in the hours type field. However, you will need to enter the appropriate Charge Object Code before you Click SAVE. Notice that hours type 1000 for regular hours worked pre-populates in the hours type field. Click SAVE.

80 How to Complete Your Timesheet (without using the timesheet template)
If you did not take any leave or use any other hours types for this workweek, click SUBMIT FOR APPROVAL to route the timesheet to your manager for approval. Once submitted for approval, the timesheet should be outlined in yellow. If you did not take any leave or use any other hours types for this workweek, click SUBMIT FOR APPROVAL to record the timesheet for your manager.

81 How to Complete Your Timesheet (without using the timesheet template)
If you took leave during your workweek, click EDIT again. Type the leave code or select it from the hours type help menu. (See next two slides.) Enter your hours worked, then enter your hours of leave. Click SAVE. Repeat these steps as needed to correctly code your leave types. If you took leave during your workweek, click EDIT again. Type the leave code or select it from the hours type help menu. Enter your hours worked, then enter your hours of leave. Click SAVE. Repeat these steps as needed to correctly code your leave types.

82 How to Complete Your Timesheet (without using the timesheet template)
After opening a help menu, click the header to sort the list. One click will put the list in descending order (z-a); two clicks will sort it a-z. Tips for Navigating the System Using the back arrow or other Internet icons will kick you out of the system because they are outside of the security constraints. Use the MENU button or the CANCEL button within People First to exit the current screen. Red warning messages are the system's way of prompting you to verify that the information you entered is correct.  Red error messages require you to correct your data entry before you can continue. Hovering your mouse cursor over a field will often give you additional information or tell you what the field is for. With your timesheet submission, the outlines of the boxes change colors to show the status: yellow means your timesheet has been submitted, but approval is pending; green means your timesheet has been approved; red means your timesheet was rejected and must be corrected and resubmitted.

83 How to Complete Your Timesheet (without using the timesheet template)
Alphabetical listing of attendance or leave types. (You may want to print this page for reference. Go to File > Print. Under Print Range, select Current Slide. Click OK.)

84 How to Complete Your Timesheet (without using the timesheet template)
Be sure your total hours equal your scheduled hours and are correctly entered for each day. Click SAVE, then click SUBMIT FOR APPROVAL. Be sure your total hours equal your scheduled hours and are correctly entered for each day. Click SAVE, then click SUBMIT FOR APPROVAL.

85 How to Complete Your Timesheet (without using the timesheet template)
Remember that at the end of the pay period you must electronically sign your timesheet by entering your People First password. Then click SUBMIT FOR APPROVAL to route your timesheet to your manager. Your timesheet will be outlined in yellow once it has been submitted for approval to your manager. Remember that at the end of the pay period you must electronically sign your timesheet by entering your People First password. Then click SUBMIT FOR APPROVAL to route your timesheet to your manager.

86 How to Create a Timesheet Template
The purpose of a timesheet template is to make the time entry process faster and easier because you can edit multiple lines, and the template retains your regularly used charge objects and projects (see your supervisor for the correct charge objects you must use) and/or your commonly used hours types. To access the timesheet template, go to the quick links section on the left and click the attendance and leave link. How to Create a Timesheet Template The purpose of a timesheet template is to make the time entry process faster and easier. Use the template for regularly used charge objects and projects (see your supervisor to determine if you need to use them) and/or for commonly used hours types. To access the timesheet template, go to the quick links section on the left and click the attendance and leave link.

87 How to Create a Timesheet Template
From the time and payroll dropdown menu, select employee time entry—which should be the default—and click GO. From the time and payroll dropdown menu, select employee time entry—which should be the default—and click GO.

88 How to Create a Timesheet Template
Select a pay period that has not had time saved on it. Select a pay period that has not had time saved on it.

89 How to Create a Timesheet Template
Scroll down to the bottom of the screen and click CREATE TEMPLATE. Scroll down to the bottom of the screen and click CREATE TEMPLATE.

90 How to Create a Timesheet Template
Notice that the EDIT button at the bottom of the screen is grayed out. This means that this screen is in edit mode when it opens. Notice that the EDIT button at the bottom of the screen is grayed out. This means that this screen is in edit mode when it opens.

91 How to Create a Timesheet Template
Select the applicable charge objects or projects you must use when completing your timesheet. You may type the charge object codes in the field, or you may utilize the menu by clicking on the drop down box to select. If you use charge objects, select the applicable charge objects or projects as you would when completing your timesheet. You may type the charge object codes in the field, or you may utilize the menu by clicking on the toggle switch.

92 How to Create a Timesheet Template
Now enter the hours types for those charge objects is regular hours. Again, you may type the codes or select from the menu. Now enter the hours types for those charge objects is regular hours. Again, you may type the codes or select from the menu.

93 How to Create a Timesheet Template
You may also add your leave hours types on separate lines is annual leave, 0052 is sick leave, and 0053 is family sick leave. Charge Objects are not required for leave hours. You may also add your leave hours types on separate lines is annual leave, 0052 is sick leave, and 0053 is family sick leave.

94 How to Create a Timesheet Template
You may enter hours at this time, but it is not recommended. If you do, the hours will remain a part of the template until you modify it. If your charge objects or hours types vary from workweek to workweek, you may want to enter your hours in the time entry screen, not here in the timesheet template. You may enter hours at this time, but it is not required. If you do, the hours will remain a part of the template until you modify it. If your hours types vary from workweek to workweek, you may want to enter your hours in the time entry screen, not here in the timesheet template.

95 How to Create a Timesheet Template
If you would like to modify the template to begin again, the RESET TEMPLATE button will reset the template to the last saved template. In other words, if you have never before completed a template, it will clear it completely; if you have saved a template before, it will revert back to the last one you saved. The RESET TEMPLATE button does not save the current information. If you would like to modify the template to begin again, the RESET TEMPLATE button will reset the template to the last saved template. In other words, if you have never before completed a template, it will clear it completely; if you have saved a template before, it will revert back to the last one you saved. The RESET TEMPLATE button does not save the current information.

96 How to Create a Timesheet Template
To save your timesheet template, click SAVE in the lower left hand corner. You will receive a red warning message telling you that the template has been saved. To return to the time entry screen without saving at any time, click RETURN TO TIME ENTRY. To save your timesheet template, click SAVE in the lower left hand corner. You will receive a red warning message telling you that the template has been saved. To return to the time entry screen without saving at any time, click RETURN TO TIME ENTRY.

97 How to Complete Your Timesheet Using Your Timesheet Template
All employees are required to keep an accurate record of their time and attendance. Be certain to enter your hours worked and leave types correctly, and submit your timesheet by the last day of your pay period each pay cycle. To access your timesheet template, click the attendance and leave link in the quick links section on your homepage. How to complete Your Timesheet Using Your Timesheet Template All employees are required to keep an accurate record of their time and attendance. Be certain to enter your hours worked and leave types correctly, and submit your timesheet by the last day of your pay period each pay cycle. To access your timesheet template, click the attendance and leave link in the quick links section on your homepage.

98 How to Complete Your Timesheet Using Your Timesheet Template
From the time and payroll dropdown menu, select employee time entry—which should be the default—and click GO. From the time and payroll dropdown menu, select employee time entry—which should be the default—and click GO.

99 How to Complete Your Timesheet Using Your Timesheet Template
Select the correct pay period and workweek by clicking the radio button to the left. You may only use your timesheet template for a period that has had no time entered or saved to it. Select the correct pay period and workweek by clicking the radio button to the left. You may only use your timesheet template for a period that has had no time saved to it.

100 How to Complete Your Timesheet Using Your Timesheet Template
Click the APPLY TEMPLATE button at the bottom of the screen. Click the APPLY TEMPLATE button at the bottom of the screen.

101 How to Complete Your Timesheet Using Your Timesheet Template
The EDIT button is grayed out, which means you are already in edit mode. Correctly complete your hours based on charge object codes or hours and leave types, as needed. The EDIT button is grayed out, which means you are already in edit mode. Correctly complete your hours based on charge object codes (if you use them) or hours and leave types, as needed.

102 How to Complete Your Timesheet Using Your Timesheet Template
Be sure your total hours equal your scheduled hours and are correctly entered for each day. Click SAVE. Be sure your total hours equal your scheduled hours and are correctly entered for each day. Click SAVE.

103 How to Complete Your Timesheet Using Your Timesheet Template
Then click SUBMIT FOR APPROVAL to route your timesheet to your manager for approval. Then click SUBMIT FOR APPROVAL to route your timesheet to your manager for approval.

104 How to Read the Leave Balance Overview Screen
The leave balance overview screen provides employees with an up-to-date leave balance statement for each pay period. You should check your leave balances before taking leave. To access the leave balance overview screen, click the attendance and leave link in the quick links section on the left of your homepage. How to Read the Leave Balance Overview Screen The leave balance overview screen provides employees with an up-to-date leave balance statement for each pay period. You should check your leave balances before taking leave. To access the leave balance overview screen, click the attendance and leave link in the quick links section on the left of your homepage.

105 How to Read the Leave Balance Overview Screen
From the time and payroll dropdown menu, select leave balance overview and click GO. From the time and payroll dropdown menu, select leave balance overview and click GO.

106 How to Read the Leave Balance Overview Screen
Select the pay period you want to see. Select the pay period you want to see.

107 How to Read the Leave Balance Overview Screen
You will see a separate column for each of the leave types you are eligible to accrue. You will see a separate column for each of the leave types you are eligible to accrue. Note: the personal holiday is 1 day. You must use it (or lose it) by June 30th of each year. The day cannot be split over more than one day. See your supervisor for more information.

108 How to Read the Leave Balance Overview Screen
The current balances section contains your current leave information. It updates every 15 minutes. The current balances section contains your current leave information. It updates every 15 minutes.

109 How to Read the Leave Balance Overview Screen
The total hours available line is your current beginning balance, which does not include leave that is pending submission or approval. The total hours available line is your balance, which does not include leave that is pending submission or approval.

110 How to Read the Leave Balance Overview Screen
The pending timesheet hours line reports the combined leave for all prior periods that are pending approval, listed by leave type. The pending timesheet hours line reports the combined leave for all prior periods that are pending approval, listed by leave type.

111 How to Read the Leave Balance Overview Screen
The net hours available line reflects your actual leave available for use. This is the total hours available, minus the pending timesheet hours. The net hours available line reflects your actual leave available for use. This is the total hours available, minus the pending timesheet hours.

112 How to Read the Leave Balance Overview Screen
The pay period overview section contains the activity for the pay period selected. This section only contains what happened in that pay period. The pay period overview section contains the activity for the pay period selected. This section only contains what happened in that pay period.

113 How to Read the Leave Balance Overview Screen
The beginning balance line is your ending leave balance from the previous pay period. This does not consider pending hours. It is updated every 15 minutes and only reflects the pay period selected. The beginning balance line is your ending leave balance from the previous pay period. This does not consider pending hours. It is updated every 15 minutes and only reflects the pay period selected.

114 How to Read the Leave Balance Overview Screen
The accrual line reports the leave earned during the pay period selected. Accrual will show based on the day accrued. It is updated every 15 minutes and only reflects the pay period selected. The accrual line reports the leave earned during the pay period selected. Accrual will show based on the day accrued. It is updated every 15 minutes and only reflects the pay period selected.

115 How to Read the Leave Balance Overview Screen
All leave adjustments are processed by the Bureau of Personnel Services. If any adjustments are made in a pay period, they will be itemized by date and displayed on separate lines. This section is updated nightly and only reflects the pay period selected. All leave adjustments are processed by your HR department. If any adjustments are made in a pay period, they will be itemized by date and displayed on separate lines. This section is updated nightly and only reflects the pay period selected.

116 How to Read the Leave Balance Overview Screen
The used line is the total leave used during the selected pay period, based on an approved timesheet. Future dated leave used will not be shown until that day. It is updated every 15 minutes and only reflects the pay period selected. The used line is the total leave used during the selected pay period, based on an approved timesheet. Future dated leave used will not be shown until that day. It is updated every 15 minutes and only reflects the pay period selected.

117 How to Read the Leave Balance Overview Screen
The ending balance shows the detailed activities for the pay period, which may include leave used, leave accrued, and/or leave adjusted. It is updated every 15 minutes and only reflects the pay period selected. The ending balance shows the detailed activities for the pay period, which may include leave used, leave accrued, and/or leave adjusted. It is updated every 15 minutes and only reflects the pay period selected.

118 How to Read the Leave Balance Overview Screen
The pending approval line contains only the pending hours for the pay period selected. This does not factor into the beginning or ending balances in the leave balance section. It is updated every 15 minutes. The pending approval line contains only the pending hours for the pay period selected. This does not factor into the beginning or ending balances in the leave balance statement section. It is updated every 15 minutes.

119 How to Request Leave or Overtime
Before you take planned leave, you should submit a leave request to receive approval from your manager. Additionally, you must obtain approval from your manager prior to working overtime. Remember that requesting leave and/or overtime does not mean you have received approval. See your supervisor if you have questions about your eligibility and to receive instructions about the method to request leave and/or overtime within your work unit. How to Request Leave or Overtime Before you take planned leave, you should submit a leave request to receive approval from your manager. Additionally, if you would like to request permission to work overtime, you should submit an overtime request. Remember that requesting leave and/or overtime does not mean you have received approval. See your supervisor if you have questions about your eligibility.

120 Health and Insurance You may access the benefits section of People First by either clicking the Health and Insurance tab at the top of your screen or by clicking the Health and Insurance link in the quick links section on the left. Clicking either of these will open a new window, which is still in the secure People First Internet site.

121 Health and Insurance Home Screen
Should you need assistance during Service Center hours, note the People First Service Center toll-free number is constantly displayed at the top of the screen.

122 Health and Insurance Home Screen
Also near the top are the links to take you to the various areas within the Health and Insurance section.

123 Health and Insurance Home Screen
The links down the center of the page will take you to sections in the Health and Insurance window; they are the same as the tabs at the top.

124 Health and Insurance Home Screen
On your home screen, you will find links to important up-to-date benefits documents on the left. On the right hand side of the screen you will find the Frequently Asked Questions section, which contains valuable information for new employees.

125 Help Link For additional assistance with the health and insurance section, click the help link. There are several sections of help options. Click on a link to find out more about a topic.

126 Help Link For a summary of each link, scroll down the help screen.

127 My Information Link The my information link gives you an overview of your current address. If the address is not accurate, you should change it in the personal info section of People First. If you have a temporary address, especially during open enrollment time—September to October—you must enter your temporary address to be sure to receive your health and insurance information for the coming enrollment period.

128 My Information Link Additionally, once you have entered your dependents, you will see them listed on this screen.

129 My Benefits This page displays your complete benefit summary.  After you have elected insurance coverage, you will see the health, life or supplemental insurance you've selected, as well as the coverage level you selected and the premium cost for each benefit.

130 My Benefits Once your elections are made, please review your enrollment under the my benefits section to make sure you selected the correct coverage level for you and your family. Remember, the State Group Insurance Program is a pre-tax plan, and you cannot arbitrarily make changes during the plan year; therefore, please make sure all of your elections are correct.

131 Qualifying Status Change (QSC)
During the plan year, if you experience an event such as marriage, divorce, adoption, birth, etc you are allowed to make certain changes to your insurance coverage.  This is called a qualifying event.  You have 31 days from the date of the event to make the change.

132 Change My Current Benefits
The change my current benefits section pertains to current employees who experience a qualifying event.  To add a beneficiary or to change your current beneficiary list, click Change My Benefits and make the necessary adjustments.

133 Premium Payment History
To view the premium payment history by month, click premium history within the my benefits screen.

134 Premium Payment History
Select the month you wish to view; then select the plan.

135 Benefits Materials If you would like to read the benefits materials, select the Benefits Materials link. On the left are forms and in the center are booklets.

136 Benefits Materials To view the booklets in PDF format, click the open link.

137 Benefits Materials To have the booklet mailed to you, check the box and select order selected materials. Read the FAQ section to the right if you wish to print or have questions.

138 Benefits Information Clicking on the benefits information section opens a new, secure window that contains valuable information about your benefits and employment. Click one of the links in the popular topics section on the right or select from the menus on the left to find the topic you need.

139 Documentation Deadline
If you are a new employee, you have 60 days from your date of hire to make an insurance election.  If you do not make an election within this time frame, then your next available opportunity will be during the annual open enrollment period (Sept-Oct each year).  Pursuant to Rule 60P-2.002, you must supply documentation, such as a marriage license and birth certificates, to the Service Center as proof of your dependents.

140 Open Enrollment Each fall you are able to enroll, change, or cancel your benefits elections, which will take effect the following January. You can use the Health and Insurance section during open enrollment time to make your selections.

141 Log Off When you have completed your health and insurance session, be sure to log off for security purposes.

142 Finally Remember to call the People First Service Center ( ) if you have any questions related to People First tasks or benefits. You may also contact your Personnel Representative in the Bureau of Personnel Services as follows: Linda Dickey (last names A-G) - (850) or SC – Paige Fenner (last names H-N) - (850) or SC – John Carmack (last names O-Z) – (850) or SC – Mona Strickland Williams (all FTE employee Timesheets and WC Coordinator) (850) or SC – Finally Remember to call the People First Service Center ( ) if you have any questions related to People First tasks or benefits. Welcome to your new position with the State of Florida and Thank you for using People First!


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