Employee Self-Service Manual
Contents
1. A5 NDUS LIFE EVENT CHANGES ND HE Self Service gt Benefits gt Life Event Change 2S Maritial Status Change Fill in the following information and click the submit button This will send a notice to your HR dept They will send you a packet of information that must be completed and returned within 31 days of your life event change date or you will not be eligible to change your benefit elections for this family status change event Date Change Will Take Effect 34 Current Marital Status Married Change Marital Status To Hy Add Remove Dependent Fill in the following information and click the submit button This will send a notice to your HR dept They will send you a packet of information that must be completed and returned within 31 days of your life event change date or you will not be eligible to change your benefit elections for this family status change event Date Change Will Take Effect E r Ea Mail Packet To Where should the packet be sent Other Information to Review Click on the for additional information about your benefits March 2009 NDUS Employee Self Service Training Manual 122. contribution information information Review and update dependent and beneficiary gt Time and Labor View Paycheck personal information gt Payroll for North America E Direct Deposit EI Benefits Summary D Workforce Development E Compensation History gt Enterprise Learning E Voluntary Deductions gt Set Up HRMS Z W 4 Tax Information gt PeopleTools W 2 information gt ND HE Applications v ND HE Self Service gt Personal Information gt Payroll and Compensation gt Benefits gt ND State Applications KS Change My Password My Personalizations My System Profile March 2009 NDUS Employee Self Service Training Manual CONNEC des NDUS REVIEWING AND UPDATING PERSONAL INFORMATION non student employees only ND HE Self Service gt Personal Information gt Personal Information Summary Personal Information Summary includes e Name e Addresses e Phone Numbers e Emergency Contacts e Email Addresses e Marital Status e Ethnic Groups Click the appropriate link for the information you wish to update change NAME If you need to make a name change please take the applicable documentation Social Security Card to the HR Payroll office ADDRESSES Mailing Address will be the address used to mail W 2 s please update by December 31 Address validation software verifies standardizes and corrects address elements and appends postal codes for US Postal Service handling March 2009 NDUS Employee Se
3. AVE BALANCE EE 9 FLEXIBLE SPENDING ACCOUNTS OUTSOURCED ESA 9 AFLAC AND DISCOVERY DBENEEITS nnan 9 FLEXIBLE SPENDING ACCOUNTS CAMPUS ADMINISTERED EGAL 10 LIFE EVENT CHANCE EE 12 March 2009 NDUS Employee Self Service Training Manual ii CONNEC del NDUS ACCESSING EMPLOYEE SELF SERVICE Log in to the Human Resource Management System HRMS using your system issued User ID and Password These are case sensitive If you have a problem with your User ID and or password please call the NDUS help desk 1 866 457 6387 GAN Le PEOPLESOFT ENTERPRISE u i D Seberct o Langaete Enalish Espanol Password Dansk QGoutsch Francais Emncais Ou Canada Eu Italic haara lj icap na ndz For DN E Pools ol Bortuou z uo Zvgtnoka Tosaoitracn flags ciek here ie Stora DIS Ee Soc Li D wCCKap Jan ECK Sg Ze ph Use the ND HE Self Service hyperlink to access the Employee Self Service Student employees will see only Payroll and Compensation information Other employees will see Personal and Benefits data as well d a ND HE Self Service Edit ND HE Self Service Folder D Manager Self Service Je Personal Information a Payroll and Compensation i Zip Benefits gt Workforce Administration z Review and update your personal information Ni a Review your pay and compensation history Update your direct Review health insurance savings pension or other benefits gt Benefits T Personal information Summary deposit and other deduction or
4. CONVIEC N North Dakota University System HRMS Self Service Employee PeopleSoft Version 8 9 CONNEC ip NDUS DISCLAIMER Written by the North Dakota University System December 2008 Updated March 2009 This training manual is considered to be proprietary and confidential and may not be reproduced for any reason other than stated below without prior written consent of the North Dakota University System EXCLUSION This training manual has been prepared exclusively for End User Training Information contained within this document may be used by NDUS campuses for the sole purpose of personnel training Additional manuals may be reproduced and edited as needed for training purposes ONLY All other uses are prohibited without prior written consent from the North Dakota University System Copyright 2009 North Dakota University System All Rights Reserved March 2009 NDUS Employee Self Service Training Manual CONNEC N NDUS Table of Contents ACCESSING EMPLOYEE SELF SERVICE oo ecccaeaceeceeeeeceeeaeaeaeaeaeaeaeaees 1 REVIEWING AND UPDATING PERSONAL INFORMATION NON STUDENT EMPLOYEES ON 2 RANE o E ae a ee eee 2 PTS SS A 2 EMAILADDRE SSE EE 4 OS hen Ku RE 4 DATA DHIVACV 5 PAYROLL AND COMDENSGATION 5 VIEW PAYCHECK EE 5 DIRECT DERO WEE 5 COMPENSATION he Eu re1 NEE 6 VOLUNTARY DEDUCTION acacia eae ea A E E EE 6 W 4 TAX INFORMATION EE 6 ere e ue EE 7 BENEFITS NON STUDENT EMPLOYEES ON 8 BENEFIT UNNAR eege 8 LE
5. Income 60 of Salary Sick HE Sick Salary Hourly Vacation HE Step Accrual Rate Dependent Sick Leave Dependent Sick Leave HE NDU FSA Med Spend Acct Defined Contribution Plan HE TIAA CREF 5 0 5 of Earnings Employee Assistance Program EAP Coverage Supplemental Life 50 000 Long Term Disability Waiver 60 of Salary Flex Spending Health Uz 2 880 Pledge Return to Flexible Spending Accounts Go to March 2009 NDUS Employee Self Service Training Manual 8 CONUEC del NDUS LEAVE BALANCES Your balances reflect the pay period of your last pay check For example today is January 23 your last paycheck was January 15th the pay period for January 15th paycheck is December 16th 31st The leave balances would be current as of December 31st Please contact your Human Resources Payroll Office if you feel your balances are incorrect FLEXIBLE SPENDING ACCOUNTS OUTSOURCED FSA AFLAC AND DISCOVERY BENEFITS ND HE Self Service gt Benefits gt Flexible Spending Accounts You may review your Flexible Spending Account for any plan year For additional information regarding your FSA plan click on the available FSA hyperlink on the benefits Flexible Spending Accounts Your Flexible Spending Accountis in 2009 Select Plan Year You may review your Flexible Spending Account status and activity for any plan year Reminder Claims are reported in the Plan Year for which the services were rendered regardless of when the expense
6. lf Service Training Manual 2 CONNEC del NDUS After entering the address change click on the Address Validation button and then Accept or Reject the validated address Generally the validated address should be accepted Edit Home Address United States Change Country 805 Birdie Court City Mapleton State No JA North Dakota Date Change Will Take Effect example 01 31 2000 Click on Address Validation button Address 1 805 BIRDIE Retum Messages Street Streetverified as input Street Range Street range correct Unit Unit number if any is correct City MAPLETON State ND Retum Messages City City verified as input Postal 58059 4029 Retum Messages fip 4 Zip 4 returned The validated address can be Accepted or Rejected After Accepting the validated address click Save NDUS Employee Self Service Training Manual March 2009 3 CONNEC des NDUS Edit Home Address United States Change Country 805 BIRDIE MAPLETON stater HD 3 North Dakota Postal 58059 4029 Date Change Will Take Effect On this date 0311 2009 example 01 31 2000 Click Save EMAIL ADDRESSES Campus email type must have a valid campus domain You are allowed one campus email and if you choose one other email address and one home email address MARITAL STATUS Marital Status is personal data not what you claim on your taxes If you wish to change what you claim for taxes go to payroll and compensation W4 tax inf
7. ormation You may request a packet of information that must be completed and returned within 31 days of change of marital status You may also request a packet of information to add or remove a dependent Life Event Change Instructions can also be found in the Benefits Link Click on the to expand the Other Information to Review Ea Other Information to Review Es Other Information to Review Review Benefits Review your current benefits summary Review your currentname address phone numbers Personal Information email address and emergency contacts Tax Information Review and update your federal and state tax information Direct Deposit Review and update your direct deposit information Voluntary Deductions Review and update your voluntary deductions March 2009 NDUS Employee Self Service Training Manual 4 CONNEC des NDUS DATA PRIVACY ND HE Self Service gt Personal Information gt Data Privacy You may change your current data privacy status by selecting one of the options and clicking BD save Please review the Procedure 1912 3 Employee Personal Information if you have questions regarding your data privacy http www ndus nodak edu policies sbhe policies policy asp ref 2432 PAYROLL AND COMPENSATION ND HE Self Service gt Payroll and Compensation Main Menu gt ND HE Self Service gt a S BR 4a Payroll and Compensation Edit Payroll and Compensation Folder Review your pay and compensation histor
8. rrent Voluntary Deductions If you believe the information is inaccurate or if at any time you wish to change your deductions please contact the Human Resources Department directly W 4 TAX INFORMATION IRS W 4 Form link in the upper right provides a link to the federal worksheet W 4 Tax Information Link to Federal W 4 Worksheet _ IRS W 4 Form You must complete Form W 4 so the Payroll Department can calculate the correct amount of tax to withhold from your pay Federal income tax is withheld from your wages based on marital status and the number of allowances claimed on this form You may also specify that an additional dollar amount be withheld You can file a new Form W 4 anytime your tax situation changes and you choose to have more or less tax withheld Whether you are entitled to claim a certain number of allowances or exemption from withholding is subject to review by the IRS Your employer may be required to send a copy of this form to the IRS You will be required to reenter your password to make tax withholding changes March 2009 NDUS Employee Self Service Training Manual 6 el NDUS W 2 INFORMATION You can view W 2 information or you can request a hard copy of your W 2 to be mailed to you W 2 Information To view your W 2 information on line enter the year select the company and press View Wi 2 Info Select Calendar Year Select Company sl View W 2 Info W 2 Reissue Reque
9. st Click on to display the W 2 Reissue Request Ps W 2 Reissue Request Complete the following information to request a reissue of your VW 2 form Home Address PO Box 17 Fargo ND 58102 W 2 Reissue Request r year is not listed W 2 information is currently not available Select Paes Deliver W 2 to Mailing Address submit March 2009 NDUS Employee Self Service Training Manual 7 CONUEC des NDUS BENEFITS non student employees only ND HE Self Service gt Benefits Benefits include e Benefits Summary e Leave Balances e Flexible Spending Accounts e Life Event Change Any changes to your benefits information has to be made through the Human Resources Payroll office BENEFITS SUMMARY From the Benefits Summary page view a listing of the benefits plans that you are enrolled in Within each listing is a link that will provide you with greater detail Benefits Summary To view your benefits as of another date enter the date and click Go o1 22 2009 4 Go Type of Benefit Plan Description Coverage or Participation Medical Dakota Plan PPO Basic Family Dental Waived Vision Waived EAP Village Family Services Basic Life Basic Life 1 500 Employee Supplemental Life Dependent Life Dependent Life 32 000 2 000 pouse Supplemental Life Spouse Supplemental Life 50 000 supplemental Life Flex Employee Supp Life Flex 48 700 TIAA Long Term Disab Waiver Long Term Disability lncome TIAA Disability
10. the link to the plan you wish to review Select Account For this Plan Year you are enrolled in the Flexible Spending Account s listed below Please click on the one you wish to review Annual Contributions Claims Claims Paid Pledge YTO Submitted 0 YTD Account HE NDSCS Medical spending T 700 00 58 34 0 00 D 0 00 March 2009 NDUS Employee Self Service Training Manual 10 CONNEC del NDUS Flexible Spending Account Review HE NDOSCS Medical Spending To review past benefits information enter the year and click the Go button Year 2003 wry Account Summary Coverage Start Date 01 01 2009 Account Status Active four Annual Pledge Annual Pledge for this year DUU DU Total claims approved for payment year to date 0 00 Amount of Pledge still available DUU DU ccount Balance Contributions to account year to date 56 34 Total of all claims paid year to date 0 00 Current account balance 56 34 Amount of claims submitted year to date 0 00 Total claims approved for payment year to date 0 00 Total of all claims paid year to date 0 00 Claims that are approved but not yet paid 0 00 Total claims whose approval is still pending 0 00 Total claims that were rejected 0 00 Claim History No claims have been submitted for this Plan Year Payment History No claim payments have been made for this Plan Year March 2009 NDUS Employee Self Service Training Manual 11 CONUMECT
11. was paid or when the claim was processed To review past benefits information enter the year and click the Go button Year 2009 Cd Select Account For this Plan Year you are enrolled in the Flexible Spending Account s listed below Please click on the one you wish to review Spending Account Annual Pledge HE NDSU FSA Med Spend Acct 2 880 00 Goto Benefits Summary March 2009 NDUS Employee Self Service Training Manual 9 CONNEC del NDUS FLEXIBLE SPENDING ACCOUNTS CAMPUS ADMINISTERED FSA ND HE Self Service gt Benefits gt Flexible Spending Accounts You may review your Flexible Spending Account status and activity for any plan year Flexible Spending Accounts Your Flexible Spending Account s in 2009 Select Plan Year You may review your Flexible Spending Account status and activity for any plan year Reminder Claims are reported in the Plan Year for which the services were rendered regardless of when the expense was paid or when the claim was processed To review past benefits information enter the year and click the Go button Year Select Account For this Plan Year you are enrolled in the Flexible Spending Account s listed below Please click on the one you wish to review Annual Contributions Claims FSA Claims Claims Paid Pledge YTO Submitted Approved YTD ng Acco HE NDSCS Medical ares 700 00 58 34 0 00 0 00 0 00 To review your Flexible Spending Account activity click on
12. y Update your direct deposit and other deduction or contribution information View Paycheck Direct Deposit Compensation Histo Review current and prior paychecks Add or update your direct deposit information Review compensation history for base variable and stock options Voluntary Deductions W 4 Tax Information W 2 Information Add or update your voluntary deductions Review or change your W 4 information View Print W 2 information or request a reissued W 2 Payroll and Compensation includes e View Paycheck e Voluntary Deductions e Direct Deposit e W 4 Tax Information e Compensation History e W 2 Information VIEW PAYCHECK The View Paycheck link opens a view of your most recent pay statement You can click on the View a Different Payment link at the upper right of the page to view prior pay statements The Paycheck Selection Page will display a listing of past payments made to you Click on the pay end date for the payment you would like to view DIRECT DEPOSIT The Direct Deposit link opens a view of your current direct deposit distributions March 2009 NDUS Employee Self Service Training Manual 5 CONTEC You may Edit Delete or Add a new account An account with the Deposit Type Balance cannot be deleted you may only edit this type of account NDUS COMPENSATION HISTORY Compensation history is available back to July 1 2005 VOLUNTARY DEDUCTIONS The Voluntary Deductions link opens a view of your cu
Download Pdf Manuals
Related Search