1 Employee Self-Service

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

3 Course Objectives 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

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 (Project Site)

7 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. PeopleSoft uses a Navigation Pagelet to display a hierarchical menu that you use to navigate to various application pages.

8 Click on Home to return to the home page for the application. Click on Sign out to exit an application. Important Notes: 1.Always use the PeopleSoft directional navigation; NEVER use your browser back button. 2.Log out of the system rather than simply closing your browser.

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

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 2. Click on Edit Name 1. Enter Effective Date

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

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

30

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

32 1.Click on Add Deduction

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

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

35 4. Click on Your Selection

36 5.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 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

40

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 (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 s as the Status of Your Request Changes

49

50 Footprints Ticket Self-Submission CIT HelplineCIT Helpline CATALYST College of Medicine IS College of Arts & Sciences IT College of Agriculture and Life Sciences IT CTL "Dr. Is In"CATALYST College of Medicine ISCollege of Arts & Sciences IT College of Agriculture and Life Sciences IT CTL "Dr. Is In" Or Go to Footprints.uvm.edu and Click on the CATALYST Link

51 Note: If you are an agent of another Footprints project, and request that you be added as a customer to the CATalyst Help Desk Project. If you have never used Footprints before, you can disregard this note, as it only applies to current Footprints users.

52 This auto- populates based on your net ID. Make sure your phone # is filled in. Press Go to Submit Your Help Desk Ticket Enter a Title for Your Ticket Select a Priority Select Your Functional Area and Topic Describe the Issue You are Having You can Attach Documents Here (e.g. an Error Message You are Getting)

53 Request Status The View Mine function will show you the tickets you have submitted. Click on any field (Help Desk Ticket #, Ticket Title, or Status to view the in- depth detail of your submission.

54 This is what your submitted Footprint will look like. Every time a person touches your ticket, it will be time and date stamped and the new text will appear, so that you will be able to track the progress of your submission.

55 To Add More Data to Your Ticket Click on Edit

56 Type the New Text into the Description Box and then Click Go

57 Note: You will also get an notification upon submission, and every time your ticket is touched.

58 Questions

59 Thank You