Introduction to UltiPro

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Presentation transcript:

Introduction to UltiPro Our New HCM System

AGENDA How do I log in? What can I do on UltiPro? View pay statements Check withholdings Update personal information Manage contacts/dependents Enter time View company information Who do I contact if I can’t log in?

<Replace with your own Screenshot> How do I Log in? Website: <YourURL> User Name: e-mail address Default Password: birthday (MMDDYYYY format) <Replace with your own Screenshot>

Password Requirements After logging in to the self-service for the first time, you will be prompted to change your password. For security reasons your password: Must contain at least one upper-case alphabetic character, one lower-case alphabetic character, one numeric character, and one special character Can be any combination of alpha-numeric characters that meet the above requirement Cannot include spaces or apostrophes Is case sensitive Note: Please check with your administrator or refer to your handbook for specific details about your password requirements.

Challenge Questions You will be asked to setup three challenge questions which can be used to reset your password in case you forget it and click the Forgot your Password link. Tips to setup the challenge questions: Select questions that you the answer to and type in the answer below that question The answers are case-sensitive Remember your password! Note: It is always best to record your user name and passwords in a safe place for future reference.

What can I do in the new system? Using UltiPro View pay statements Check withholdings Update personal information Manage contacts/dependents Enter time View company information What can I do in the new system?

<Replace with your own Screenshots> Pay Statement Information Access your pay statements from the Home page or under Myself/Current Pay Statement. Download or print your pay statements from the Statement screen. <Replace with your own Screenshots>

<Replace with your own Screenshots> Check Withholdings View your tax history under Pay/Income Tax tab. View your W-2s under Pay/W-2 whenever they are available. <Replace with your own Screenshots>

<Replace with your own Screenshots> Update Personal Information Personal information can be edited by clicking on the Edit button on the top-right corner of the Personal tab. Simply select the button and follow the instructions. Note: Any information you have been given permission to change will display an “Edit” button at the top right. Simply select the button and follow the instructions. <Replace with your own Screenshots>

<Replace with your own Screenshots> Manage Contacts/Dependents Select the + button on the Personal/Contacts screen to add a new contact. Select the name of a current contact to update it. Note: To add a contact to a benefit such as medical or dental, you will need to use Life Events under Myself/Life Events. <Replace with your own Screenshots>

Enter Time Enter Time (Information from UTM Consultant in regards to your specific setup should be entered here)

<Replace with your own Screenshots> View Company Information View the company information under My Company tab. <Replace with your own Screenshots>

What do I do if I can’t login If you forget your password please attempt to use the Forgot your password link first. If you are still unable to log in please contact: <Enter contact information>

Thank You