Self Service Connection Users Guide

Self Service Connection Users Guide

Information Found in this Presentation
SSC Registration Quick Reference Logging into the ADP System New Hire Enrollment Acknowledging Company Policies Requesting/Cancelling/Reviewing Time Off Your Pay & Taxes Tasks Change Direct Deposit Change Tax Withholding Accessing/Editing personal information Your Benefits – Viewing Compensation and Benefits, Make Changes, Qualifying Events Record a Life Event (Qualifying Event)

Optomi’s Self-Service Connection offers employees the following options:
24/7/365 access to personal and company information New hire benefit enrollment Benefits renewal during defined open-enrollment periods Change Benefits due to a Qualifying Event View Payroll Information View Benefits Documents Optomi Contacts: Optomi Internal Employees – Amber Castleberry Optomi Consultants – Veronica Medellin

Getting Started Log on to the self-service web-site by typing the following address:

First Time Registration Please have the following on hand: 1
First Time Registration Please have the following on hand: 1. Past Earnings Statement Click User Login. © 2010 ADP, Inc V HBWN

Enter the registration pass code of optomi-pay

Enter your personal information to verify your identity
Enter your personal information to verify your identity. Note: The fields that are available on this page are located on the top of your Earnings Statement. Co. – 6MJ for Optomi employees Co. – 6MK for Consultants

Create your user ID and create your password to log in to your ADP service.

Select three security questions and enter security answers to protect your account. Answers must be at least 2 alphanumeric characters long and are not case sensitive. Be sure to choose answers you can remember.

Enter your contact information to receive security notifications from your company or ADP. This is how ADP will deliver your activation code to you via or Text, depending on the method of delivery you choose.

Enter the activation code you received from ADP (via email or text)
Enter the activation code you received from ADP (via or text). Note: You may need to wait longer for an activation code to arrive by or Text. There can be a delay due to Internet traffic, your service provider, firewalls, etc.

Finalizing the Registration Process
Review your information and click Submit. Enter your user name, which is your user ID, and password. © 2010 ADP, Inc V HBWN

You are now ready to access Self Service Connection
EMPLOYEE SELF SERVICE You are now ready to access Self Service Connection RollTide <When presenting live, hide this slide.> Now let’s look at how to navigate Our Web site. During the presentation, I’ll show you an example of an employee record which does not contain real employee information. The Home page contains information about our company and links to various documents. This page is customized for our company. <Note: If a Self Service user’s only role is employee, the Role Selector will not display. The menu bar will shift to the left and Home will be the first menu option.> The system will guide you through several screens where you will have the opportunity to build your personal profile. © 2010 ADP, Inc V HBWN

EMPLOYEE SELF SERVICE To enroll as a New Hire or make a change due to a qualifying event, click Review/Change Benefits <When presenting live, hide this slide.> The Benefits menu allows you to access information about your current and pending benefits, review and change benefits, compare benefits plans, and more. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

To Enroll, click start and “Walk me through my benefits”
EMPLOYEE SELF SERVICE To Enroll, click start and “Walk me through my benefits” To review and change your benefit elections, select Review/Change Benefits from the Benefits menu. You have three methods of making selections. As this example shows, the first option is a wizard that walks you through each step of the enrollment process for all available plans. To launch the wizard, select the Walk me through this process option. Once the option has been selected, the Start button displays. Click the Start button to continue. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Selecting Your Benefit Coverage
EMPLOYEE SELF SERVICE Selecting Your Benefit Coverage For each benefit that you elect, individual pages display detailed information. In this example, the employee has elected medical coverage for himself. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Reviewing and Saving Your Benefit Elections
The final step is to review your elections. If all the information is correct, click Submit. If not, click Change My Elections. © 2010 ADP, Inc V HBWN

Print a Benefits Summary
Here is your confirmation of benefits enrollment. You can print your temporary insurance card from this page. © 2010 ADP, Inc V HBWN

EMPLOYEE SELF SERVICE The Resources Page – Find Company Information, Benefit Forms, and other important information To access the Resources page, select Resources on the Home menu. The Resources page contains links to documents such as company forms and policies, and online tools. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Acknowledging Company Policies
EMPLOYEE SELF SERVICE Acknowledging Company Policies On the Resources page, you can open and view company policies and procedures. Policies marked with an asterisk require you to acknowledge them online. You can acknowledge policies through the Read and acknowledge all policies link, as well as through the Activities list area of the Approvals and Notifications page, or the Activities to be completed link in the Message Center at a Glance (which brings you to the Activities area of the Approvals and Notifications page). In this example, we will use the Read and acknowledge all policies link from the Company Policy section. <Highlight the Company Policy section.> Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Acknowledging Company Policies (Continued)
EMPLOYEE SELF SERVICE Acknowledging Company Policies (Continued) The Policy Acknowledgements list displays. For example, let’s look at the vacation policy. Click the Vacation Policy link to acknowledge it. © 2010 ADP, Inc V HBWN

EMPLOYEE SELF SERVICE Acknowledging Company Policies (Continued) The company policy that you selected is displayed. Now let’s acknowledge the policy. At the bottom of the Vacation Policy page, click the “I certify that I have read the policy above.” check box. © 2010 ADP, Inc V HBWN

EMPLOYEE SELF SERVICE Acknowledging Company Policies (Continued) You are returned to the refreshed Policy Acknowledgements page, which displays a green check mark in the Acknowledged column, and the date in the Acknowledge Date column. When you are finished acknowledging policies, click Done. You are returned to the refreshed Company Policy section in the Resources page. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Requesting Time Off (Continued)
In this example, you enter the time off in hours per day. Click Finish Request to send the request for approval. © 2010 ADP, Inc V HBWN

Canceling Paid Time Off
If you need to cancel time off, select Time & Attendance, and select the Cancel Time Off menu option. © 2010 ADP, Inc V HBWN

Viewing My Time Off History
You can view your time off history for various time periods. Select Time & Attendance, and select the Time Off History menu option. © 2010 ADP, Inc V HBWN

Requesting Paid Time Off
To request time off, select Time & Attendance, and select the Enter Time Off menu option. © 2010 ADP, Inc V HBWN

Canceling Paid Time Off
If you need to cancel time off, select Time & Attendance, and select the Cancel Time Off menu option. © 2010 ADP, Inc V HBWN

Benefits – Personal Accrued Time
Point to Time & Attendance and click My Accruals to display information about the amount of time off that you have accrued. You can view current balances for your vacation, sick, personal, and holiday time on this page. If any of the information shown here is incorrect, contact your human resources practitioner. © 2010 ADP, Inc V HBWN

You can perform tasks such as: View pay statements
EMPLOYEE SELF SERVICE Your Pay & Taxes Tasks You can perform tasks such as: View pay statements Select notification options Set up and edit direct deposit Change tax withholding information Access the W-4 calculator View annual statements <When presenting live, continue with all the Pay and Taxes slides.> You can view and update pay and tax information using the Pay & Taxes menu. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

EMPLOYEE SELF SERVICE The Pay & Taxes Menu Select Pay & Taxes to view the menu options. Select Welcome to view the Pay & Taxes welcome page. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Viewing Pay and Taxes - Menu Options
EMPLOYEE SELF SERVICE Viewing Pay and Taxes - Menu Options The first option on the Pay & Taxes menu is Pay Statements. Select this option to display information from your pay statements. To scroll through the list of check dates, click the Previous and Next buttons. To view detailed information about a specific check, click the appropriate link in the Pay Date column. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Viewing Pay Statements
EMPLOYEE SELF SERVICE Viewing Pay Statements Your pay statement displays in Adobe® Reader® for viewing and printing. When you’re ready to return to the summary page, click the Back button above the earnings statement. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Selecting Notification Options
EMPLOYEE SELF SERVICE Selecting Notification Options If you would like to be notified, by , whenever a new pay statement is available for viewing, click Select Notification Options. <Highlight the Select Notification Options link.> Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Pay & Taxes – Base Pay History
The Base Pay History page allows you to view changes in your earnings that have been made since your hire date. To view additional information, click the appropriate link in the Effective Date column. © 2010 ADP, Inc V HBWN

Setting Up Direct Deposit
EMPLOYEE SELF SERVICE Setting Up Direct Deposit To view information about your direct deposits, on the Pay & Taxes menu, select Direct Deposit. You can deposit the full amount of your paycheck, a designated part of it, or the remaining balance after deposits have been made in other accounts. To add a new account for direct deposits, click Add New. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Setting Up Direct Deposit (Continued)
EMPLOYEE SELF SERVICE Setting Up Direct Deposit (Continued) The Direct Deposit page displays. Enter information about your own direct deposits here. You will be required to provide your bank account number and bank transit number. If you don’t know these numbers, you can find them on one of your personal checks. The illustration shows where on a check these numbers are located. Click Save. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Editing Direct Deposit
EMPLOYEE SELF SERVICE Editing Direct Deposit To view or modify detailed information about your direct deposits, select Direct Deposit on the Pay & Taxes menu, and then click the link to the appropriate bank account. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Editing Direct Deposit (Continued)
EMPLOYEE SELF SERVICE Editing Direct Deposit (Continued) Information on file for your direct deposits displays. If you need to modify this information or delete the account, you can do so here. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Changing Tax Withholding Information
EMPLOYEE SELF SERVICE Changing Tax Withholding Information The Web site allows you to manage your Tax Withholding information online. On the Pay & Taxes menu, select Tax Withholding. The Tax Withholding page displays. The page gives you a choice of federal or state taxes. For this example, click Federal. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Changing Tax-Withholding Information (Continued)
EMPLOYEE SELF SERVICE Changing Tax-Withholding Information (Continued) The Tax Withholding page displays information used for your federal taxes. If you need to modify any of it, do so on this page. Be sure to select the boxes to indicate that you agree to the terms of the form. Click Save to preserve your updates. You can modify your tax information on this page. Remember to submit a hard copy of your W-4 form to your payroll administrator. To see how your paycheck will be affected by a change in your withholding amounts, go to the Financial Tools section and click W-4 Assistant. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Accessing Personal Information
EMPLOYEE SELF SERVICE Accessing Personal Information Select the Personal Information menu to view or update personal and contact information. Select the first menu option, General, to view your personal information. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Viewing Personal Information
EMPLOYEE SELF SERVICE Viewing Personal Information Notice that the sidebar on the right side of each page displays information about the current content. It also displays a list of frequently asked questions and information about customized content from our HR department. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Viewing Personal Information (Continued)
EMPLOYEE SELF SERVICE Viewing Personal Information (Continued) Your personal address, phone number, and address may be used to send you benefits information or other important correspondence. Therefore, it may be worthwhile to verify your personal contact information. To make changes or add missing personal information, click Update Information. (You may have to scroll down to see the Update Information button.) <Highlight the Update Information button.> Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Updating Personal Information
EMPLOYEE SELF SERVICE Updating Personal Information A new page displays. Enter your changes in the appropriate fields. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Updating Personal Information (Continued)
EMPLOYEE SELF SERVICE Updating Personal Information (Continued) When you are ready, click Save Changes. (You may have to scroll down to see the Save Changes button). Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Viewing Emergency Contacts
EMPLOYEE SELF SERVICE Viewing Emergency Contacts When an emergency occurs during working hours, you want to make sure that the right person is contacted. Your emergency contact information identifies who will be contacted, on your behalf, in case of an emergency. You can view, edit, or delete existing emergency contact information. ><Highlight the Edit and Delete buttons. To add a new emergency contact, select the Emergency Contacts menu option and then click Add Contact. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Adding Emergency Contacts
EMPLOYEE SELF SERVICE Adding Emergency Contacts On the Add Contact page, enter information about the person you’re now designating as your new emergency contact, and select Add Contact. The new information will be submitted to the HR department. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Viewing Dependent Information
EMPLOYEE SELF SERVICE Viewing Dependent Information To access your dependents' information, select Dependent Information from the Personal Information menu. You can view your dependents’ personal data, including contact information. Your company may use this contact information to send benefits information or other important correspondence to your dependents. Click Update Information to modify existing information or add missing information on your dependents. <Highlight the Update Information button.> Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Updating Dependent Information
EMPLOYEE SELF SERVICE Updating Dependent Information A new page displays. Enter your changes in the appropriate fields. When you are satisfied with all fields, click Save Changes. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Viewing Personal Information
If any information displayed here is incorrect, contact your HR practitioner. © 2010 ADP, Inc V HBWN

Editing Address Information
To view your address information, point to Personal Information and select the Addresses menu option. If you move, or if any information displayed here is incorrect, you can make changes. Just click the Edit button. © 2010 ADP, Inc V HBWN

Editing Phone Number Information
To view your phone numbers, point to Personal Information and select the Phone Numbers menu option. To add or change a phone number, click the appropriate link in the Type column. © 2010 ADP, Inc V HBWN

Adding Dependents To view your dependents, point to Personal Information and select the Dependent Information menu option. To add a dependent, click Add New. To change dependent information, click the dependent’s name. © 2010 ADP, Inc V HBWN

Adding Emergency Contacts
To view your emergency contacts, point to Personal Information and select the Emergency Contacts menu option. To add an emergency contact, click Add New. To change information for an emergency contact, click the appropriate link in the Type column. © 2010 ADP, Inc V HBWN

You can view and/or update your benefit information, such as:
EMPLOYEE SELF SERVICE Your Benefits You can view and/or update your benefit information, such as: View current compensation and benefits View pending benefits summary View/print your benefits statement Compare benefit plans Enroll in benefits View/edit beneficiary plan assignments Record a life event <When presenting live, switch back to the presentation to display this slide. (Optional)> You can view or update your benefits information using the Benefits menu. Now let's see how to access these tasks. © 2010 ADP, Inc V HBWN

Viewing Compensation and Benefits
EMPLOYEE SELF SERVICE Viewing Compensation and Benefits On the Compensation and Benefits page, you can view your annual benefit compensation, as well as information about the benefits you elected. On the Benefits menu, select Compensation and Benefits. This page may also display benefits contributions per pay period and yearly made by you and the company. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Viewing Compensation and Benefits (Continued)
EMPLOYEE SELF SERVICE Viewing Compensation and Benefits (Continued) Select the show money checkbox to display the dollar amount information on the screen. You may need to scroll down to view all the available information. <Highlight the show money checkbox.> Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Viewing/Printing Benefits Statement
EMPLOYEE SELF SERVICE Viewing/Printing Benefits Statement During enrollment periods such as open enrollment, you can review and change benefits. Before making any changes, you may want to view or print a benefits statement to see your current enrollments. To view or print your benefits statement, click the Review/Change Benefits menu option from the Benefits menu. <Highlight the Review/Change Benefits menu.> Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Viewing/Printing Benefits Statement (Continued)
EMPLOYEE SELF SERVICE Viewing/Printing Benefits Statement (Continued) Click the View/Print Benefits Statement link. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

EMPLOYEE SELF SERVICE Viewing/Printing Benefits Statement (Continued) Select the View my current benefits as of [date] option. Once you make your selection, the Go button displays. Click Go. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Comparing Benefit Plans
EMPLOYEE SELF SERVICE Comparing Benefit Plans As you prepare for enrollment periods, you’ll probably want to compare benefit plans to decide which one will best meet your needs. From the Benefits menu, select the Compare Plans menu option. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Comparing Benefit Plans (Continued)
EMPLOYEE SELF SERVICE Comparing Benefit Plans (Continued) From the list in the upper-left corner, select the plan type for which you want information and click Go. All available information for the specified plan type displays. This example shows two medical plan options. To generate meaningful coverage and cost comparisons, make sure you include all relevant family members in each plan you consider. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

EMPLOYEE SELF SERVICE Recording a Life Event The Web site also lets you manage benefit election changes required by life events, such as moving, getting married or divorced, and having or adopting a child. To make benefit changes due to a life event, select the Benefits menu and then select Life Events. In our example, you are moving and need to change your address, so select Move. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Recording a Life Event (Continued)
EMPLOYEE SELF SERVICE Recording a Life Event (Continued) On the Move page, enter the new address, and click Next to continue. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Recording a Life Event (Continued)
EMPLOYEE SELF SERVICE Recording a Life Event (Continued) After verifying the address, click Confirm. Your request for a change is submitted. Note: Our Web site contents may vary. © 2010 ADP, Inc V HBWN

Terms & Conditions On the Benefits menu, select the Benefits Enrollment menu option to begin the enrollment process. The Terms and Conditions page displays. You must agree to the terms and conditions before you can access open enrollment. Scroll down to the bottom of the page and click I Accept. © 2010 ADP, Inc V HBWN

Reviewing Your Benefit Elections
This page shows the plan elections for you and your dependents and/or beneficiaries. During enrollment periods, you can click Change My Elections to make any necessary changes. © 2010 ADP, Inc V HBWN

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