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Employee Self Service October 15, 2012. Employee Self Service Portal Access You can easily access your payroll and personnel information from this portal.

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Presentation on theme: "Employee Self Service October 15, 2012. Employee Self Service Portal Access You can easily access your payroll and personnel information from this portal."— Presentation transcript:

1 Employee Self Service October 15, 2012

2 Employee Self Service Portal Access You can easily access your payroll and personnel information from this portal. You will access Employee Self Service through the InSITE application. If you are new to InSITE please take a moment to view our Logon and Basic Navigation Presentation.

3 Employee Self Service Responsibility

4 Upon Logon, your self service responsibility will display. Single click on your responsibility.

5 The various links you can select will display: Human Resources, Payroll or Benefits. Single click on a menu item.

6 The various functions you can select will display. Single click on a menu item.

7 My Information The My Information section is where you view information for your Employment, Salary, Performance and Absence details dating back to January 1, It also provides quick and direct access to basic HR data such as your Employee Number, Department, Manager, etc. To view your information, single click on My Information.

8 Employment Information Information is displayed for the tab that is highlighted. Here, the Employment Tab is highlighted.. Click on the Show link to view additional employment details.

9 Salary Information. Click on the Show link to view additional salary details. Additional salary details are displayed.

10 Performance Information Click on the Performance Tab.. Click on the Show link to view additional performance details.

11 Absence Information Click on the Absence Tab.. Click on the Show link to view additional absence details..

12 Personal Information The Personal Information section enables employees to view and/or make changes to their personal information. Employees can update their address, phone number, veteran status and address. To update other personal information details (name, date of birth, SSN), complete an Employee Personal Information Change Form and return to your Department HR PALS representative (a list of PALS is on the InSITE Web Page). To view and/or update your information, single click on Personal Information.

13 Personal Information Select the section to update

14 Organization Address Employees with a City account should use their City as their primary account. Employees who do not have a City issued address may use a personal address. It is the employee’s responsibility to maintain and update a current address in the application. Any InSITE generated s will be sent to this address, such as "Forgot Password" s. Dept PALS will have the ability to update an employee’s address using HR PALS Self Service. Do not used a shared address.

15 Add/Update Address Select update

16 Add/Update Address Click Next button.

17 Add/Update Address Effective date will default to current date. If necessary, you can change the date by clicking on the calendar or entering the date manually. Note correct date format, DD-MMM-YYYY.

18 Add/Update Address Add/Update address and click Next button at top or bottom of screen.

19 Add/Update Address Click Next button at top or bottom of screen.

20 Add/Update Address Review and confirm your changes, then click the submit button. Click printable page to retain a copy for your records.

21 Add/Update Address Click Return to overview to continue making changes or click Home to return to main menu.

22 Add/Update Address Select the section to update main address or add other address.

23 Add/Update Address Select the type of change you want make: correct current address or enter a new address. Click Next.

24 Add/Update Address In this example, we will add a new address. Pay particular attention to the tips regarding proper format.

25 Add/Update Address First, enter in the address. Enter the City and tab or click on the flashlight.

26 Add/Update Address Find your zip code in the range of zip codes listed and click on the icon under Quick Select.

27 Add/Update Address Based on the selected zip code range, the City, State and County fields are populated.

28 Add/Update Address Enter in your zip code and click Next.

29 Add/Update Address Review and confirm your changes, then click the submit button. Click printable page to retain a copy for your records.

30 Add/Update Address Changes have been applied. Click Return to overview to see new address.

31 Add/Update Address Note: Employee’s address has been updated.

32 Add/Update Phone Number Click Add button to add phone number.

33 Add/Update Phone Number Enter phone number. Click Add Another Row to add additional phone numbers. Click Next.

34 Add/Update Phone Number Review your changes. Click Submit.

35 Add/Update Phone Number Changes have been applied. Click Return to overview to see phone numbers.

36 Add/Update Phone Number Changes have been applied. Click Return to overview to see new address. Note: Employee’s phone numbers have been added.

37 Add/Update Veteran Status Changes have been applied. Click Return to overview to see new address. Click Update.

38 Add/Update Veteran Status Click Next.

39 Add/Update Veteran Status Enter or Select Veteran Status from list of values. Choices are: Did Not Disclose, Disabled Veteran, Not a Veteran and Veteran.

40 Add/Update Veteran Status Click Next.

41 Add/Update Veteran Status Review changes. Click Submit.

42 Add/Update Veteran Status Changes have been applied. Click Return to overview to see veteran status.

43 Add/Update Veteran Status Veteran Status displays.

44 Add/Update/Delete Emergency Contact Select Emergency Contact Information from the menu.

45 Add Emergency Contact Click Add button to enter emergency contact details.

46 Add Emergency Contact Enter emergency contact details. Click Apply.

47 Add Emergency Contact View emergency contact details. Click Next.

48 Add Emergency Contact View emergency contact details. Print printable page. Click Submit.

49 Add Emergency Contact Confirmation changes have been applied. Click Home to return to main menu.

50 Update Emergency Contact Click Update button to enter emergency contact details.

51 Update Emergency Contact Update emergency contact details. Click Apply.

52 Update Emergency Contact View emergency contact changes. Click Next.

53 Update Emergency Contact View emergency contact details. Print printable page. Click Submit.

54 Update Emergency Contact Confirmation changes have been applied. Click Home to return to main menu.

55 Delete Emergency Contact Click Delete button to remove emergency contact details.

56 Delete Emergency Contact Status field changes to reflect ‘Delete’. Click Next.

57 Delete Emergency Contact View emergency contact details. Print printable page. Click Submit.

58 Delete Emergency Contact Confirmation changes have been applied. Click Home to return to main menu.

59 Special Information The Special Information form allows you to view data such as your alpha status, city equipment that has been distributed to you (optionally used) and other department identification information. The form has four sections: Department Identification – additional data specific to your department Driver of City Vehicle – designates employees who drive city vehicles Emergency Operations – alpha status, volunteer preference, shelter assignments Equipment Tracking – city equipment that has been distributed to you in order to perform your job duties. To view your information, single click on Special Information.

60 Special Information Special Information details are displayed. Contact your Department PAL or Supervisor for questions or changes to the information below.

61 Extra Information The Extra Information form allows employees to view their US Ethnic Origin or data that is maintained specifically by their department. Currently, there are only three departments (Police, Fire and Parks and Recreation) with Extra Information data in InSITE. To view your information, single click on Extra Information.

62 Extra Information Extra Information details are displayed. Contact your Department PALS or Supervisor for questions or changes to the information below.

63 Documents of Record The Documents of Record form allows employees to view documents that have been attached to their record, such as performance feedback, new hire letter, etc. To view your information, single click on Documents of Record.

64 Documents of Record Document Types are displayed. Click on icon under View to see additional details. Contact your Department PAL or supervisor for questions or changes to the information below.

65 Documents of Record Click on link under Title to open the document..

66 Documents of Record Click on open in file download box. Word document displays.

67 Payslips The Payslip section provides detailed information regarding an employee’s earnings and deductions for each pay period dating back to January To view your information, single click on Payslip

68 Payslips

69 View most current payslip (middle third)

70 Payslips View most current payslip (bottom third)

71 Payslips To view previous payslips, select date from drop down box and press the go button

72 Manage Payroll Payments Select Manage Payroll Payments to view The Manage Payroll Payments enables an employee to view their direct deposit banking information. To view your information, single click on Manage Payroll Payments

73 Manage Payroll Payments View the current banking institutions that money is being deposited into

74 Payroll- Tax Form To view your information, single click on Tax Form The Tax Form enables employees to view and/or update their tax withholding status.

75 Payroll- Tax Form View employee’s W4 federal tax information To change, click on update button

76 Payroll- Tax Form Changes can be made to filing status, allowances, and additional amount withheld (top half of form)

77 Payroll- Tax Form If you are exempt from taxes, check exempt box You must check the agreement box Click on continue button

78 Payroll- Tax Form If the agreement box is not checked, an error will occur

79 Payroll- Tax Form Updated W4 displayed with your electronic signature If information is correct, click on submit button

80 Payroll- Tax Form Changes have been applied. Click Return to overview to see the changes.

81 Payroll- Tax Form To update VA4, click on Virginia Withholding Form

82 Payroll- Tax Form PDF form opens. Print, manually fill out and send to Central Payroll.

83 Payroll- Employee W-2 Employee W-2 enables employees to view their W-2 from To view your information, single click on Employee W-2

84 Payroll- Employee W-2 View employee W2 for specific year

85 Payroll- Print Preference Employee's Consent to Receive IRS Form W-2 Electronically IRS rules require that you provide the City with your consent in order to receive your Form W-2 Wage and Tax Statement in an electronic format. Once you consent to receive your Form W-2 online, you will not receive a paper copy of the Form W-2. You will be able to access it online and print copies necessary for your tax filing or for other purposes as often as you need them.

86 Payroll- Print Preference Your consent will be valid for all subsequent tax years unless revoked by you, upon termination or this service is not supported in a future given tax year. You may revoke your consent and receive a paper Form W-2 by changing the W-2 selection of Online to "No" to revoke consent (and changing Paper to "Yes".) If consent is withdrawn, it will only be effective for Form W-2 Wage and Tax Statements not yet issued. Once you choose to receive your Form W-2 online, you can also receive a paper copy of the Form W-2 by contacting the Finance Payroll office. Request for a paper copy does not withdraw your consent for electronic delivery of all future Form W-2 Wage and Tax Statements.

87 Payroll- Print Preference

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96 Benefits The Benefits form will display the employee’s current benefits information, including the plan type (medical, dental, long-term disability, etc.); the option (employee only, employee + spouse, etc.); the coverage start date; coverage amount ; pre-tax semi-monthly amount; and the post-tax semi-monthly amount. To view your information, single click on Benefits

97 Benefits - Dependents The Dependents screen will display when an employee is experiencing an opportunity to change enrollments. Click “Next” to view Current Benefit Enrollment page. Click ‘Next’ to view Current Enrollment screen.

98 Benefits – Current Enrollment View current benefit enrollment. To view enrollment history and any future enrollments that have been keyed in, select date parameter from drop-down menu and click “Go”.

99 Worklist Notifications Notifications displays in worklist. To view the details, Click on the notification.

100 Workflow Notifications Notification details displays. Click OK.

101 Workflow Notifications Notification is cleared from Worklist.

102 Contact Information Username and Password Problems –Contact Support Center (Help Desk) at Questions about data in InSITE –Contact Department PALS or Supervisor


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