Employee Online User Manual
Contents
1. FZ https www union edu Staff_Directory he B X Live Search oS ae HAM a ll File Edit View Favorites Tools Help E gt GY gt deh Pave gt Y Current Students Parents Faculty amp Staff Alumni Home About Academics Admissions Campus Life Athletics News amp Events Giving we abe EZ Faculty 8 Staff Directory ss ill Go Faculty amp Staff Directory Student Email Addresses Dire ctory Search Alumni Directory Hines NOTICE This Directory is for Union College purposes only It is not to be used for any fundraising sales or other non Berofitc Plan Member Sericce college related business or activity Numbers Instructional Power Point for On Line Directory Basic Telephone Usage A IN ee Note Our telephone prefix is 518 388 xxxx Emergency and General Assistance UC Faculty and Staff Directory alphabetical UC Faculty and Staff Directory by Department Union College Login UGC Faculty and Staff Directory alphabetical UGC Faculty and Staff Directory by Department Active Employee Quick Search FO Search Why dolhaveto si gnin eg Name title or department What s my login Copyright 2010 Union College All rights reserved Union College 807 Union St Schenectady NY 12308 518 388 6000 Page 7 of 16 3 3 3 4 3 5 3 UNION a mio C O EGE Forms IFAS Employee Online User Manual The following forms are available2. Mame Relationship Phone 1 Phone 2 JOHN HOWARD QUA4INTANEE SPOUSE 518 878 3031 Delete To add an Emergency Contact click on Add in the lower right hand corner To make a change click on the contact s name and click on Edit in the lower right hand corner After you have made your updates an option to the save the changes is available in the lower right hand corner 3 8 Family Info Click on Family Info on the EO Menu Bar and your family member information will be displayed as follows To make a change click on the family member s name and click on Edit in the lower right hand corner Emergency Contacts HEATHER QUAINTANCE Name Relationship Phone 1 Phone 2 JOHN HOWARD QUASINTANEE SPOUSE 5168 878 3031 To add an Emergency Contact click on Add in the lower right hand corner To make a change click on the contact s name and click on Edit in the lower right hand corner After you have made your updates an option to the save the changes is available in the lower right hand corner Page 10 of 16 UNION ae 3 9 Vacation Leave Tracking To view your vacation leave click on Leave Tracking on the EO Menu Bar Using the dropdown arrow change the Leave Type field shown below to Vacation Balance and click on Submit n Balance h 2 Submit Clicking on Submit will display the following information Vacation earned will be displayed for every pay period and vacation
3. W2 Info The W2 Info page displays your W2 documents W2s from 2009 and forward will be available for viewing and printing Current Job The Current Job page displays information related to your current and active job positions Historical Jobs The Historical Jobs page lists past job history This information may or may not be available depending on how your previous Benefits In the Benefits section of Employee Online you can review your currently selected Insurance Reimbursement and Additional Retirement benefits At this time changes can only be made on an annual basis in the November December timeframe Page 16 of 16
4. be presented with an option to view and print up to 2 years of your pay stubs Page 13 of 16 3 13 3 14 EF UNION c AAA y Check Stub Check Date Check Number 014142011 699455 o1 0372011 B98689 12 15 2010 grozi 12 01 2010 69665 1115 2010 595655 1101 2010 204663 Click on a Check Date EA Click on a Check Date E to view a Pay Stub 10012010 Bera 09152010 891650 o9 01 4010 8911135 06 16 2010 590396 06 02 2010 go965 OF f15 42010 0059 oF 01 2010 Bar 770 06 15 2010 G666e21 06 01 2010 ogada 05142010 004066 04302010 503005 Tax Info The Tax Info page allow to view State and Federal Tax related information Click on the Edit button in the lower right corner to modify this information and submit your request via the system If you would prefer to fill out the W4 click on the CLICK HERE TO DOWNLOAD W 4 FORM link and submit the form to the Payroll department Tax Information Federal Tax Record Status Active Filing Status MARRIED Exemptions Additional Withholding 54 IRS Flag State Tax Record Status Active Filing Status MARRIED Exemptions Additional Withholding CLICK HERE TO DOWNLOAD W 4 FORM What If The What If page allows you to try out different payroll scenarios It cannot provide you with an exact replica of what your check will be It can however give you an idea of how a change might affect your taxes and take home pay Click on the Create Baselin
5. employees Used for grant funded work completed Used by administrators and librarians to request vacation time Used to specify federal income tax withholdings To contact the Human Resources department click on Contact HR from the EO Menu Bar Contact Payroll To contact the Human Resources department click on Contact HR from the EO Menu Bar Page 8 of 16 IFAS Employee Online User Manual 3 6 Home Address Your home address email address and phone data will be displayed as follows To make a change click on Edit in the lower right hand corner Employee Personal Information HEATHER QUAINTANCE Y Help Mame Employee Name HEATHER Co QUaINTANCE Employee ID 1391291 Address Address Line 1 962 ST DAVID S LW Address Line 2 City NEW YORE Zip Email QU4INTSH UNION EDU Privacy Level PUBLIC Phones Phone Number PRIMARY 518 382 9107 Po Phone Number MOBILE PHONE 518 366 0781 Phone Number EH OO Phone Number TH oO Phone Number PT E Fo Po Phone Number 0 PO Misc Date of Birth 93 1965 Hire Date a 19 1998 After you have made your updates an option to the save the changes Is available in the lower right hand corner save Page 9 of 16 UNION ag mr 3 7 Emergency Info Click on Emergency Info on the EO Menu Bar and your emergency information will be displayed as follows Emergency Contacts HEATHER QUAINTANCE Help
6. from the Forms option on the EO Menu Bar Forms to Download Form Name CDOPHP HMO amp UCPOS Claim Form CVS Caremark Order Form Delta Dental Form Direct Deposit Employee Scholarship Policy and Request 4poroval Form Employee Information Sheet Exit Interview Guestions EYEMED Out of Network Claim Form Flexible Spending Account Enrollment Form Flexible Spending Reimbursement Claim Form I 9 Employment Eligibility verification Form 112104 NYS Withholding Allowances Retirement Investment Election Form Retirement Roth IRA Form Student Payroll Form Time and Effort Report Timesheet Bi Weekly Statt Timesheet Student Vacation Request Form Weed Form Withholding Allowances Contact HR HEATHER QUAIN TANCE Description Used to Used to order prescriptions Used for submitting claims to Delta Dental Used to change or add direct deposit Used to request funding for professional development Used to collect employee information Used to collect information when an employee is leaving the college Used to submit a claim form to EYEMED Used to set up flexible spending account Used to submit flex spending receipts for reimbursement Used to document that employee is authorized to work in the United States Used to specify state income tax withholdings Used to specify an employee s retirement contributions Used to set up a Roth IRA Required for hiring student
7. 91 67 FRETA DEDS 31 50 TAXABLE EARNINGS 2260 32 FICA EARNINGS 2 260 52 FED WITHOLDING FICA WITHOLDING MEDI WITHOLDING STATE INCOME Tas WwITHOLDOING ESTIMATED NET 1532 10 Estimates wil be based on Ist check in month Please note that your FEDERAL TAX Status defaults to EXEMPT and you will need to change this to the value displayed in the Baseline column Enter the What If values you would like to change and press the Submit button Y Help What If Page 15 of 16 3 15 3 16 3 17 3 18 IFAS Employee Online User Manual In the example below adding a pre tax deduction of 50 and clicking on Submit will display the difference in your net pay as shown below What If WHAT IF CALCULATOR RESULTS Description Baseline What If Description Baseline DOLLARS 2 201 67 M EARNINGS 2 291 67 PRETA PRETAX DEDS 31 50 EQAFTERTS DEDUCTION TAXABLE EARNINGS 2 260 32 MEDICAL EMPLOYEE 29 18 a a ae DENTAL EMPLOYEE 2 32 FED WITHOLDING 254 26 EO PRETAS DEDUCTION _ FICA WITHOLDING 94 93 MEDI WITHOLDING 32 77 STATE INCOME TAX Status STATE INCOME TAX WITHOLDING 116 95 STATE INCOME Tax Exemptions STATE INCOME Tas Additional FEDER SL T4e Status FEDERAL TA Exemptions FEDERAL TAX Additional GROSS ESTIMATED WET 1532 10 Estimates wil be based on ist check in month POST TAS ROTH FIDELITY Enter the What If values you would like to change and press the Submit button
8. Bank Name Account KEY BANK weREETESS Checking Nn8 account must be Click on the Bank remaining dollars Mame to modify a should be deposited deposit amount ina specific account Status Active Pending Statuses for bank accounts can be Active indicating the deposit will be made on upcoming paydays Pending indicating that Payroll must process your change request before affecting your pay and Locked Inactive indicating that the bank account is no longer being used Click on Add to add a new bank account for direct deposit You will need to Know your bank number account number and the amount you would like to deposit into the bank account When you have entered all required information highlighted below click on Save in the lower right hand corner to submit your direct deposit request Direct Deposit New Bank Info Enter the Bank Number in the first box See sample check below The Bank Name will automatically appear Bank Numbers SSS Bank Name Account Info Savings Account Enter account number from bank statement Checking Account See sample check below John Stall 122 Herth Maln St Anytown USA 65000 Pay to the order of Dallars Zions Malianal Bank 346 Blale Sl Anylown LAO 24000545 A60 00068 0799 BANK NUMBER ACCOUNT NUMBER Deduction Type Choose Net if you would like the balance of your check to be deposited Please remember if you have more then one direct deposit you can only
9. UNION alee MIS COLLEGE Employee Online User Manual Page 1 of 16 FUNION oleae Table of Contents Wiss e SSIING TING a SUC WN cose tea shoes E secasecbeecuin ci ssesdavakauogsstbeeliactocsgussUsueiwactocsemnseis 3 1 1 LOOMING AN ce sixeneetiepanesinsainsicernesanetsneresdepanisnesiatesiedsioesuncsceentstelne sisitepnesseenedieautsvedeueniapassce A 3 1 2 Adding the Employee Online Tab to your IFAS Dashboard cccccccooonnnccnnncccnonnoocccnnnccnnonnnanccnnnnnnnnnnnanenonos 3 1 3 eA NCIC OUI FAS SW CC sanador 5 Zs Dashboard amp OIC A a 6 2 1 e LEA 1 cig tat centered nein en o e PI E E 6 A AAA PA nn AQ 7 ai Message Fago cererea ora orde naci 7 3 2 EMP SS DIE CON een a E E 7 3 3 A 8 3 4 PP nn e EUA 8 3 0 contact aM scanner piieas 8 3 6 a a 9 3 7 EMSISACY IRN O sarracenos o tc E E E 10 3 8 LAA Lia la Lo POCA AE cen saeretessvatecetdsasceiyerstscietuebsdesaratsssatsosasiversesianne vata Y 10 3 9 vacallon Leave MACKO noten rare dpto a aaa ai vacas 11 FAO Dreo DONOS AM PU PP E sap teeiehiaaiontimarseas 12 Sed MRO UN e e e 13 A A 13 A e PA 14 lt A 14 a NZ WMG ei A PP o e o 16 A PP EU OO A 16 S Histoncal 0 8 cee ee ee reer eee estncont 16 A e o 16 Page 2 of 16 IFAS Employee Online User Manual 1 ACCESSING THE SYSTEM 1 1 Logging In 1 Access http www union edu employee using an internet browser such as Internet Explorer or Firefox 2 Enter your usernam
10. e and password in the appropriate fields Your password is the same password you use to log into your office computer If you do not have a Union login contact Heather Quaintance by sending an email message to quaintah union edu for more information Connect to ifastest IFAS User 3 Click on Login 1 2 Adding the Employee Online Tab to your IFAS Dashboard If you are an IFAS User you can also do the following to create a separate tab to access Employee Online from the IFAS Dashboard 1 Login to IFAS and click on the icon highlighted below It is in the upper right hand corner of your IFAS Dashboard ON Freferencese Help Logoff 2 Select Preferences from the dropdown menu Preferences Help Logoff Change Password Favorites Page 3 of 16 IFAS Employee Online User Manual 3 Check the box next to Employee Online and click on Save to add the Employee Online tab as a favorite E https ifasweb union edu Preferences Windows Internet LEI Preferences Add Remove Favorites Check the Favorites you wish to be available for use mployee Online JE Maintenance Monitor and Archive E Web Sites 4 Upon saving this preference you will be returned to the IFAS Dashboard with an additional Tab for Employee Online as shown below File Edit View Favorites Tor 7 Favorites sip Suggested Ticket Details IFAS Dashboard Union College E Change Cont
11. e button to create a gross baseline dollar amount Page 14 of 16 MA COLLEGE What If WHAT IF CALCULATOR IFAS Employee Online User Manual RESULTS Description Baseline What If Description Baseline GROSS DOLLARS PRETA gt PRETA 1 PRETA 52 MEW PRETAS FIT STATUS FIT EXEMPTIONS FIT AC DITIONAL SIT STATUS SIT EXEMPTIONS SIT ADDITIONAL POSTT AM DEDUCTION 1 DEDUCTION 2 DEDUCTION 3 DEDUCTION 4 EARNINGS PRETA DEDS TAs ABLE EARNINGS FICA EARNINGS FED WITHHOLDING FICA WITHHOLDING MEDI WITHHOLDING SIT WITHHOLDING ESTIMATED NET Estimates wil be based an checks in month This screen is an estimation tool only It cannot calculate exactly what will appear on your next check P Help What If If you leave the Baseline dollars field blank the system will provide a default dollar amount Please view the Help file for further information about how this screen works H Back After creating a baseline your current pay with contributions deductions and tax information will be displayed What If WHAT IF CALCULATOR Description Baseline What If DOLLARS 2 291 67 EQAFTERTAS DEDUCTION MEDICAL EMPLOYEE DENTAL EMPLOYEE EQ PRETA DEDUCTION GROSS PRET A STATE INCOME Tae Status STATE INCOME Tax Exemptions STATE INCOME Tas Additional FEDERAL Tae Status FEDERAL TAS Exemptions FEDERAL T x Additional Pos as ROTH FICELITY RESULTS Description Baseline EARNINGS 2 2
12. ent 5 Click on the Employee Online tab to view the Employee Online menu Page 4 of 16 UNION me Emp User Manual EX COLLEGE 1 3 Changing Your Password If you have a Windows domain Union username and password there is no need to change your Employee Online password When you change your Union password your Employee Online password will be updated as well If you do not have a standard Union username and password you can change your password by logging into Employee Online and clicking on the Options button displayed below and selecting Change Password You will then be presented with the Change Password window which will allow you to change your password Employee Online Windows Internet Explorer fel ES Go gt El https fifasweb union edufifas emponline v a X Live Search pl File Edit View Favorites Tools Help w we E Employee Online fp gt dh Page Gj Tools gt Employee Online gt Help Logoff 7 9 4 347 Be Union College Service dis rbd Wot A GEA Pack 4 Employee Online Leave Tracking ED Heme Welcome e Message Page Welcome to Union College s Employee Online web site This site provides a way for you to PAPAS a view and in some cases keep xonkaci Carron your payroll and human resources information up to date Personal Information e Home Address E Ee TE Please feel free to browse your e Emergency Info de an Siji aa current payrol
13. have one Net P Help Page 12 of 16 UNION sala m2 COLLEGE If you no longer wish to deposit your pay into a particular account you may click on close to discontinue the direct deposit To make a change to a dollar amount currently being deposited click on the Bank Name associated with the account and change the dollar amount in the highlighted field shown below Direct Deposit Update Y Help Bank Info Bank Mame KEY BANK Bank Number 021300077 Account Info Account Type Savings Account Number QE oS Deduction Type Choose Net if you would like the balance of your check to be deposited Please remember if you have more then one direct deposit you can only have one Net Net Flat Amount 3 11 Retirement Click on Retirement on the EO Menu Bar to access your current retirement information On this screen you will see a listing of retirement plans including the 11 that Union College contributes to your retirement and if you are contributing additional funds to your retirement this will be displayed as well Select your Employee Contribution Plan and submit a request to change the dollar amount or percent If you are not contributing any additional funds at this time you must contact Human Resources to set it up Retirement H elp Plan Status FIDELITY RETIREMENT Active FIDELITY TAX DEFER D 7 o Active 3 12 Pay Stub Click on Pay Stub on the EO Menu Bar and you will
14. l setup and make e Family Info DAA AREA changes as needed Pay Information e GLE E y Your next payday will be e Leave Tracking 4 y wee 2 1 2011 Requests made in Direct Deposit E ON Employee Online prior to midnight Ratiranent 2 1 27 2011 will be considered for Pay Stub the check of 2 1 2011 Tax Info What If e W2 Info Job Information Step 1 Choose an area Current Job 2 Select the tab for the area with the information that you want to change siorica tons Step 2 Select the record that you would like to modify Choose the record you would like to modify Page 5 of 16 IFAS Employee Online User Manual 2 DASHBOARD HOME PAGE Home Page The Home Page is the main page when you log in and contains many of the Employee Online activities that are common to employees across the entire College General information is provided in the Welcome section Your next pay date and deadlines for Menu Bar submitting changes to items such as your direct Provides a listing of all the depasit tax withholdings and additional Employee Online options retirement contributions will be available here E Employee Online Windows Internet Explorer Al ES A O xfer eE Tr O E O o oo Po i 7 9 4 347 Service Pack 4 pe Online Leave Tracking EO Home Welcome Message Page 1 5 Welcome to Union College s Employee Online web site This site provides a way for you to view and i
15. n some cases keep Contact Payroll a 4 i ia ome your payroll and human resources information up to date Personal Information e Home Address gt MN Emergency Info eee Please feel free to browse your Family Info A se ot HSNI current payroll setup and make I a a all changes as needed Pay Information E MA Your next payday will be Leave Tracking n A 5 Direct Deposit a cc Online prior to ee a ie midnight 1 27 2011 will be considered for the check of 2 1 2011 Job Information Current Job e Historical Jobs Step 1 Choose an area Select the tab for the area with the information that you want to change Page 6 of 16 3 AVAILABLE OPTIONS 3 1 3 2 Message Page IFAS Employee Online User Manual The Message Page provides information about pay dates and deadlines for submitting any changes Welcome Welcome to Union College s Employee Online web site This site provides a way for you to view and in some cases keep your payroll and human resources information up to date Please feel free to browse your current payroll setup and make changes as needed Your next payday will be 241 2011 Requests made in Employee Online prior to midnight 1272011 vell be considered for the check of 212011 Employee Directory The Employee Directory option will take you directly to the directory available on Union College s website Faculty amp Staff Directory Windows Internet Explorer _
16. used will be displayed as processed by the Payroll department Leave Type vacation Balance Years of Detail E y Submit Current Balance Date Period Trans Amt Hour Code End Balance 4 01 31 2011 1102002 120 00000 3070 WAC USE 83 33398 01 31 2011 1102002 33333 3071 VAC EAR 36 66602 01 13 2011 1102001 33333 3071 VAC BAR 29 33269 12 31 2010 1002024 Displays vacation 00000 3070 WAS USE 21 99936 12 31 2010 1002024 hours earned for a Pe ce th a 29 9996 12 14 2010 1002023 pay period 133333 3071 22 66603 11 30 2010 1002022 Ll 133333 3071 33270 11 14 2010 1002021 aaa 3071 AR 1031 2010 1002020 Displays wacation fi EAR 65614 10 14 2010 1002019 hours used fora T FO Y SE 66729 10142010 1002019 333333071 33271 o9 30 2010 1002018 33333 3071 99938 o9f14 2010 1002017 00000 3070 66605 grid z010 1002017 3333 3071 66605 o8 31 2010 10027016 33333 3071 33272 08 15 2010 1002015 33333 3071 939939 osf31f2010 1002014 00000 3070 66606 ov 31 2010 1002014 33333 3071 666065 o7vfi4 2010 1002013 00000 3070 33275 oF 14 2010 10027013 33333 3071 33273 06 30 2010 1002012 3333 3071 393940 neta rana 1007011 naan asa ABBOT Page 11 of 16 3 10 Direct Deposit IFAS Employee Online User Manual Click on Direct Deposit on the EO Menu Bar to view or modify your direct deposit information On this screen you can add or change the bank accounts into which your pay is being deposited Direct Deposit
Download Pdf Manuals
Related Search