Employee Self-Service

1. Employee Self-Service

2. Welcome and Introductions • Instructor(s) • Bathrooms • Exits • Q&A Format

3. During this Course You will Learn How to: Log into and Navigate within PeopleSoft Manage your Personal Information View your Paycheck Manage Direct Deposits + Voluntary Deductions Update Tax Information Enter Time Manage Current Benefits Course Objectives

4. Basic Navigation in PeopleSoft • Logging in to the System • PeopleSoft Navigation Tools

5. catalyst.uvm.edu (portal to PeopleSoft) Enter your UVM Net ID and Password

6. www.uvm.edu/catalyst (Project Site)

7. PeopleSoft uses a Navigation Pagelet to display a hierarchical menu that you use to navigate to various application pages. Click on the Topic you want. While this screen shot shows all of the topics available in PeopleSoft HR, the available options you see will be based on your personal security level.

8. Click on Home to return to the home page for the application. Click on Sign out to exit an application. • Important Notes: • Always use the PeopleSoft directional navigation; NEVER use your browser back button. • Log out of the system rather than simply closing your browser.

9. Opens a Drop-Down Menu to select an option from a short list. Opens a Calendar to choose a date.

10. Opens a Search Window to search a database for information. After making any changes to a page, you must click the Save or Submit button in order for the system to commit your changes to the database. If you have not completed all required fields, the system will prompt you to enter the missing data.

11. Questions

12. Managing Personal Information • Name Change ** Available April 1, 2006 • Address Change ** Available April 1, 2006 • Phone Number Add/Change ** Available April 1, 2006 • Emergency Contact ** Available April 1, 2006

13. Navigation Self-Service Personal Information • Name Change • Address Change • Phone Number Add/Change • Emergency Contact

14. 1. Enter Effective Date 2. Click on Edit Name

15. 3. Type in New Name 4. Click on OK

16. 5. Click on Submit

17. 6. Click on OK

18. 1. Name of the Person Logged On 2. Current Name in the Database 3. The New Name that Will Appear in the Database Once the Change Takes Effect

19. 1. Click on Edit

20. 2. Type in New Address 3. Type in Effective Date 4. Click on Save

21. 1. Click on Add a Phone Number NOTE: You can have multiple phone numbers: Cell, Pager, Fax and more.

22. 2. Click on Drop-Down Menu and Select Phone Type 3. Enter Phone Number 4. Click on Save

23. 1. Click on Add an Emergency Contact NOTE: You can have multiple emergency contacts.

24. 2. Enter the Contact Name 3. Select the Relationship Type Type in Contact Name 4. Click on Edit Address Select relationship type

25. 5. Enter Contact’s Address 6. Click on OK

26. 6. Type in Phone Number 7. Click on Save

27. Questions

28. Payroll • View Your Paycheck ** Available April 1, 2006 • Voluntary Deductions ** Available April 1, 200

29. Navigation Self-Service Payroll and Compensation • View Paycheck • Voluntary Deductions

31. To Print a Copy: Click anywhere on the PeopleSoft page, then click on your browser’s printer icon.

32. Click on Add Deduction

33. 2. Click on the Magnifying Glass by Type of Deduction

34. 3. Click on the Deduction You Want 3. Click on Deduction

35. 4. Click on Your Selection

36. Enter Deduction Amount 6. Enter Goal Amount 7. Enter Deduction Start Date 8. Enter Deduction Stop Date 9. Click on Save NOTE: You will receive an e-mail confirmation when you make any changes to your W-4, Direct Deposits, or Voluntary Deductions.

37. Questions

38. Managing Current Benefits • View Benefits Summary ** Available April 1, 2006

39. Navigation Self-Service Benefits • Benefits Summary

41. Questions

42. Help Resources • Online Training & Training Documentation • CATalyst/PeopleSoft Portal Page • Request Help via Footprints

43. Online Help

44. catalyst.uvm.edu (portal to PeopleSoft) Enter your UVM Net ID and Password

45. www.uvm.edu/catalyst (Project site)

46. Requesting CATalyst Help • Submit Request Through Footprints • Initial Response Within 30 Minutes

47. Why Footprints? • Track Common Issues • Monitor for Response Time • One Source

48. Why Footprints? • No Waiting on the Phone • Your Request Cannot Get Misplaced • You Can Track Status Online • You will Receive e-Mails as the Status of Your Request Changes

49. https://footprints.uvm.edu:2081/catalystgroup.html

50. Footprints Ticket Self-Submission CIT HelplineCATALYSTCollege of Medicine ISCollege of Arts & Sciences ITCollege of Agriculture and Life Sciences ITCTL "Dr. Is In" Or Go to Footprints.uvm.edu and Click on the CATALYST Link