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Logon and Basic Navigation

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Presentation on theme: "Logon and Basic Navigation"— Presentation transcript:

1 Logon and Basic Navigation
Self Service Logon and Basic Navigation

2 InSITE Self Service Basic Navigation Presentation
This is a presentation with sound, however you do not need sound to view this presentation. The screens will advance automatically, however you can use the enter key to advance a screen if desired. This presentation is approximately 5 minutes in length.

3 Self Service Portal Access
You access Self Service through the InSITE application. New employees will be automatically added into the application, you do not need to fill out an access form to get into Self Service. Terminated employees will have their access automatically removed. Welcome to InSITE Employee Self Service. You can easily access your payroll and personnel information from this portal.

4 Access to InSITE From a City computer
Click Start, select All Programs Select InSITE from the list From a non-City computer with internet access Go to Vbgov.com Select the employee link Then select the InSITE Self Service page Next select the Login to InSITE Self Service link Or go to directly from your internet browser

5 How Do I Log On The rollout of Self Service to the City is in four phases. Please refer to the roll out schedule to determine when your department will go live. A few weeks prior to go-live for your department, you will receive an InSITE Fact Sheet. The InSITE Fact Sheet contains information about your username and password. If you do not receive one please ask your department PALS about how to login or call the Support Center at 385-HELP(4357) on or after your go-live date. Only active employees can login to Self Service. Retired or terminated employees will not have access. To log into InSITE you must have a user name and password. If you have a current InSITE user name and password you will use this. If you do not have a current InSITE account but do have an Active Directory account then in most cases your user name will be your Active Directory user name. There are exceptions to this so please check with you PALS to confirm your user name. If you have a new account in InSITE then your password is your employee number, which can be found on your SED-do not include the leading zeros and your birth date.

6 Creating/Changing your Password
If you are asked to change your password, enter your current password. Press the Tab key or use the mouse to position to the next field and enter your new password Press the Tab key or use the mouse to position to the next field and enter your new password again to confirm. Once you have entered your user name and password you will be prompted to change your password. This is only for new users in InSITE

7 Once you have already accessed your InSITE account and you wish to change your password you may select the preferences link

8 Enter in your current InSITE password. Then choose a new password
Enter in your current InSITE password. Then choose a new password. Retype it for confirmation. Then select apply.

9 Navigation within

10 -Buttons allow you to take actions within the task you are accessing
Worklist. Allows you to monitor the status of requests you have submitted. Buttons allow you to take actions within the task you are accessing. Once you have successfully logged into InSITE you will come to this navigation window. -Each Employee has a set of responsibilities which is your role in the system. each responsibility has a list of links you can select in order to access the information in that category -The Worklist allows you to monitor the status of requests you have submitted -Buttons allow you to take actions within the task you are accessing -Links allow you to logout of the application Each responsibility has a list of links that you can select in order to access the information in that category. . Each employee has a set of responsibilities (i.e. your role in the application: Employee, Manager or both) Links allow you to logout of the application or view additional information.

11 Do NOT use the Back button on your browser
Do NOT use the Back button on your browser. Clicking the browser’s back button may cause problems with your data or you may lose your transaction. Use Navigation buttons to return to previous screens, main menu or logout.

12 The calendar icon appears next to date fields, where it is necessary to enter an effective date, (i.e. when entering a new address). The flashlight icon appears next to fields where you can perform a search for the information to enter into the field The information icon appears next to fields that may require more information or clarification. You can click on the icon to see the ‘long tip’ associated with that field. TIP Tips provide important information on how to update your data.

13 Thank You Thank you for viewing the logon and basic navigation presentation for Insite Self Service. To learn more about Insite self service please view our Employee Self service and Manager self service presentations.


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