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EBCAP Managers Payroll Training

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Presentation on theme: "EBCAP Managers Payroll Training"— Presentation transcript:

1 EBCAP Managers Payroll Training
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2 Agenda Paylocity Registration/ Login Self Service Home Page
Self Service Portal Web Time Employee Dashboard Web Time Manager Dashboard Other Topics Question & Answer Session

3 Web Pay Registration You should have received an from HR with a Web Pay Registration document to register. Registration process is very simple when you follow the guide received. You can also access this document by going to applications > Paylocity Employee Training which we will review later on

4 Web Pay Login Company Codes EBCAP Registration – 38705
Head Start Registration – 38706 Type in username which you select during registration, answer security questions, and enter password You will receive an authentication screen when you login for the first time using the browser. Every time you login to a different browser or different device you will be required to complete this step. For security purposes, you will receive a security (to your EBCAP or whichever you set as your primary ) from Paylocity every time you login to Paylocity. This feature cannot be disabled. You can also view the Web Pay Login webinar below for a step by step guide l_Login.htm

5 Web Pay Login

6 Paylocity Mobile Access
You can download the Paylocity’s mobile app to view your personal information, pay statements, & request time off. The Paylocity Mobile App is compatible with the following mobile devices: Android Apple

7 Password Reset If you cannot login to your account, you must select the forgot password links and follow the steps. This is completed like many general password resets in where you have to verify personal information and/or security questions.

8 Self Service Home Page View

9 Self Service Portal “Directory ”
The “Directory” feature allows you to view all employees and their addresses.

10 Self Service Portal “Public Profile”
The public profile links back to the directory. When you select “public profile” you will see three tabs: Employee Profile, Personal Information, and User Preferences. Others can only see the information in your employee profile. If you click the view option in the far right corner you will see what others would see when they look at your profile. Social Tab is not required to be approved by administrators.

11 Self Service Portal- Employee Profile
When you are in the employee profile, you are able to submit any personal and/ or contact information changes such as address, telephone number, and emergency contacts by following the guide below. Once the request is submitted, the Payroll Administrator will approve it.

12 Self Service Home Page: “Pay” section
Under the pay section, you are able to view your pay statements, direct deposit, & tax exemptions information. You can also submit changes by clicking on the links.

13 Self Service - Direct Deposit

14 Self Service - Tax Withholding

15 Self Service - Benefit Under the benefit section, you are able to view your deductions, retirement plan, and other benefit information such as the EBCAP Fringe Summary & Health Summary Plan Descriptions.

16 Web Time Employee Dashboard
Once you launch the icon, you will arrive at the Employee Dashboard To access your timecard, you must select “Launch Time & Attendance” from the Home Page.

17 Web Time – Classifications
Non-Exempt/ Hourly – Entry: Punch In/Out Non-Exempt/Hourly – Timesheet Entry: Enter Time In/Out Exempt/Salary – Enter daily total hours

18 Web Time – Non Exempt Employees Who Clock In/ Out

19 Web Time – Non Exempt Employees Who Enter Their Time

20 Web Time – Salaried Employees Who Record Their Daily Total Hours

21 Self Service Time Off Requests
Time Off Request feature on the Portal.

22 Submitting Time Off Requests
When you submit a Time Off Request a green banner will appear on the top of your request with a message stating it’s pending approval or that the request will cause you to go into the negative. All previous time off requests must be resubmitted.

23 Web Time Supervisor Dashboard

24 Supervisor Dashboard Quick View
Attendance exceptions, Missed Punches, Pending Time Off Requests Ability to filters

25 Supervisor Dashboard Cont’d

26 Approving Timecards

27 Approving Timecards

28 Approve/Deny Time Off Requests
Once you select the pending time off requests icon in the dashboard you will view all the time off requests.

29 Time & Attendance Quick Sheet

30 Entering FMLA/ Workers Comp/ LWOP
The process will continue to be the same Supervisors will be required to enter the daily total hours into Paylocity for employees out on leave Refer to the guide on the intranet page under the HR section for further instructions

31 Follow Up Items TBD Open Enrollment
Recruitment & Staffing – scheduled for October Reporting

32 Questions & Answers….


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