1. PA State System of Higher Education © 2009 PA State System of Higher Education TUTORIALNAVIGATION Bank Information Emergency Contact Address Personal Data ESS Navigation Welcome Portal Login Portal Login Help Savings Bonds Online Pay Online Pay Statement Absences Leave Balances Benefits Participation 1 ESS Tutorial: Exit W-4 Information Ethnicity / Race Welcome to the Employee Self-Service Tutorial. This tutorial is intended to guide the user through the pages of the ESS System, as well as the PASSHE Self-Service Portal. Welcome to the Employee Self-Service Tutorial. This tutorial is intended to guide the user through the pages of the ESS System, as well as the PASSHE Self-Service Portal. Introduction For this tutorial, the pages of Employee Self-Service will appear in this area. These tutorial buttons provide shortcuts to the slides containing the appropriate pages. Only use these buttons if you have already been through this tutorial. If this is your first time, press the spacebar to step through the slides in order. When the slide is done a message will display at the bottom. Home ESS Overview Press the Spacebar to continue

2. PA State System of Higher Education © 2009 PA State System of Higher Education TUTORIALNAVIGATION Bank Information Emergency Contact Address Personal Data ESS Navigation Welcome Portal Login Portal Login Help Savings Bonds Online Pay Online Pay Statement Absences Leave Balances Benefits Participation 2 ESS Tutorial: Exit W-4 Information Ethnicity / Race PASSHE Website At the passhe.edu webpage, where do I find the Portal? Navigate to the System HR area of the PASSHE website and then look for the ESS page under the Human Capital Management area. At the passhe.edu webpage, where do I find the Portal? Navigate to the System HR area of the PASSHE website and then look for the ESS page under the Human Capital Management area. Click the link to the Portal provided. Press the Spacebar to continue http://www.passhe.edu/executive/HR/SystemHR/HRS/Pages/ess.aspx

3. PA State System of Higher Education © 2009 PA State System of Higher Education TUTORIALNAVIGATION Bank Information Emergency Contact Address Personal Data ESS Navigation Welcome Portal Login Portal Login Help Savings Bonds Online Pay Online Pay Statement Absences Leave Balances Benefits Participation 3 ESS Tutorial: Exit W-4 Information Ethnicity / Race PASSHE Enterprise Portal At the Portal welcome page, how do I log into the Portal? Enter your PASSHE Active Directory username and password. Click this button to login. Portal Login Portal Login Press the Spacebar to continue

4. PA State System of Higher Education © 2009 PA State System of Higher Education TUTORIALNAVIGATION Bank Information Emergency Contact Address Personal Data ESS Navigation Welcome Portal Login Portal Login Help Savings Bonds Online Pay Online Pay Statement Absences Leave Balances Benefits Participation 4 ESS Tutorial: Exit W-4 Information Ethnicity / Race PASSHE Portal > Welcome Page Once in the portal, how do I get to Employee Self-Service? Click the Employee Self-Service tab in the top level navigation Welcome Press the Spacebar to continue

5. PA State System of Higher Education © 2009 PA State System of Higher Education TUTORIALNAVIGATION Bank Information Emergency Contact Address Personal Data ESS Navigation Welcome Portal Login Portal Login Help Savings Bonds Online Pay Online Pay Statement Absences Leave Balances Benefits Participation 5 ESS Tutorial: Exit W-4 Information Ethnicity / Race Employee Self-Service > Navigation ESS Navigation The Employee Self-Service tab has changed color to show that it is the active tab. Select a group from the Navigation bar or… How do I navigate Employee Self-Service? Press the Spacebar to continue Select a link from the ESS Menu Any updates or news about ESS will show here

6. PA State System of Higher Education © 2009 PA State System of Higher Education TUTORIALNAVIGATION Bank Information Emergency Contact Address Personal Data ESS Navigation Welcome Portal Login Portal Login Help Savings Bonds Online Pay Online Pay Statement Absences Leave Balances Benefits Participation 6 ESS Tutorial: Exit W-4 Information Ethnicity / Race Sub-Navigation Each section of Employee Self-Service will have a second level of menu pages that offers a list of the available screens and a description of what features they offer. As with the previous page you can click in the “Detailed Navigation” pane on the left or click a link in the menu to get to an ESS iView. Select a link from the sub menu. Click an entry in the navigation. The select screen is highlighted. Press the Spacebar to continue ESS Navigation

7. PA State System of Higher Education © 2009 PA State System of Higher Education TUTORIALNAVIGATION Bank Information Emergency Contact Address Personal Data ESS Navigation Welcome Portal Login Portal Login Help Savings Bonds Online Pay Online Pay Statement Absences Leave Balances Benefits Participation 7 ESS Tutorial: Exit W-4 Information Ethnicity / Race Personal Information > Personal Data Employees can use this iView to display their basic HR data. This data includes name, personnel number, title, date of birth, position in PASSHE, job classification, start and service dates, etc. Press the Spacebar to continue The highlight has switched to the current view. Personal Data is retrieved from the HR system. Link to more information Personal Data

8. PA State System of Higher Education © 2009 PA State System of Higher Education TUTORIALNAVIGATION Bank Information Emergency Contact Address Personal Data ESS Navigation Welcome Portal Login Portal Login Help Savings Bonds Online Pay Online Pay Statement Absences Leave Balances Benefits Participation 8 ESS Tutorial: Exit W-4 Information Ethnicity / Race Personal Information > Address This iView will show users a list of the stored addresses in the HR system. This can include permanent and mailing addresses. Press the Spacebar to continue Address Select a row from the address table. Address details are displayed below. Employees can update their phone number by clicking here.

9. PA State System of Higher Education © 2009 PA State System of Higher Education TUTORIALNAVIGATION Bank Information Emergency Contact Address Personal Data ESS Navigation Welcome Portal Login Portal Login Help Savings Bonds Online Pay Online Pay Statement Absences Leave Balances Benefits Participation 9 ESS Tutorial: Exit W-4 Information Ethnicity / Race Personal Information > Contact This page displays the contact information you have listed for the person to contact in case of an emergency. You can also choose to update the current contact information, or remove your current contact and add a new one. Press the Spacebar to continue Emergency Contact

10. PA State System of Higher Education © 2009 PA State System of Higher Education TUTORIALNAVIGATION Bank Information Emergency Contact Address Personal Data ESS Navigation Welcome Portal Login Portal Login Help Savings Bonds Online Pay Online Pay Statement Absences Leave Balances Benefits Participation 10 ESS Tutorial: Exit W-4 Information Ethnicity / Race Personal Information > Bank Info This iView will show users a list of the stored bank accounts in the HR system. Press the Spacebar to continue Select a row from the account table. Account details are displayed below. Bank Information

11. PA State System of Higher Education © 2009 PA State System of Higher Education TUTORIALNAVIGATION Bank Information Emergency Contact Address Personal Data ESS Navigation Welcome Portal Login Portal Login Help Savings Bonds Online Pay Online Pay Statement Absences Leave Balances Benefits Participation 11 ESS Tutorial: Exit W-4 Information Ethnicity / Race Ethnicity / Ethnicity / Race Personal Information > Ethnicity/Race The ethnicity and race classification system has changed to reflect more specific choices. This page will allow you to either confirm the new ethnicity/race information or update your information to the new standards. Click the buttons to either confirm or update your information. If your stored info is incorrect, then make a new selection and click “Update Information” Press the Spacebar to continue

12. PA State System of Higher Education © 2009 PA State System of Higher Education TUTORIALNAVIGATION Bank Information Emergency Contact Address Personal Data ESS Navigation Welcome Portal Login Portal Login Help Savings Bonds Online Pay Online Pay Statement Absences Leave Balances Benefits Participation 12 ESS Tutorial: Exit W-4 Information Ethnicity / Race Benefits Participation Overview Employees can access this screen to see a list of all the benefit plans they are enrolled. These plans can include Health, Insurance, Retirement & Savings, Flexible Spending Accounts, and other related programs. A user can then select a single plan and see the details of his/her enrollment in that particular plan. Press the Spacebar to continue Benefits Participation Click a plan’s link to see the enrollment details.

13. PA State System of Higher Education © 2009 PA State System of Higher Education TUTORIALNAVIGATION Bank Information Emergency Contact Address Personal Data ESS Navigation Welcome Portal Login Portal Login Help Savings Bonds Online Pay Online Pay Statement Absences Leave Balances Benefits Participation 13 ESS Tutorial: Exit W-4 Information Ethnicity / Race Benefits > Plan Details Employees can access this screen to see a list of all the benefit plans they are enrolled. These plans can include Health, Insurance, Retirement & Savings, Flexible Spending Accounts, and other related programs. A user can then select a single plan and see the details of his/her enrollment in that particular plan. Press the Spacebar to continue Benefits Participation Click here to go back. Click a button to go to the provider’s site, or to see more info about the plan type. If the plan has enrolled dependents, they will display here. Plan details, costs, and/or contributions are shown here.

14. PA State System of Higher Education © 2009 PA State System of Higher Education TUTORIALNAVIGATION Bank Information Emergency Contact Address Personal Data ESS Navigation Welcome Portal Login Portal Login Help Savings Bonds Online Pay Online Pay Statement Absences Leave Balances Benefits Participation 14 ESS Tutorial: Exit W-4 Information Ethnicity / Race Leave & Time > Leave Balances This screen will show the employee a table that lists all the leave types they have available. For each leave type, the table will show the amount on hours earned, used, and the available balance. Press the Spacebar to continue Leave Balances Table of all Leave balance information Useful information Click here to get info

15. PA State System of Higher Education © 2009 PA State System of Higher Education TUTORIALNAVIGATION Bank Information Emergency Contact Address Personal Data ESS Navigation Welcome Portal Login Portal Login Help Savings Bonds Online Pay Online Pay Statement Absences Leave Balances Benefits Participation 15 ESS Tutorial: Exit W-4 Information Ethnicity / Race Leave & Time > Absences This screen will show the employee a table that lists all the leave types they have available. For each leave type, the table will show the amount on hours earned, used, and the available balance. Press the Spacebar to continue Absences Select the start and end date and click the display results button. Table of all absences that occurred in the selected period displays.

16. PA State System of Higher Education © 2009 PA State System of Higher Education TUTORIALNAVIGATION Bank Information Emergency Contact Address Personal Data ESS Navigation Welcome Portal Login Portal Login Help Savings Bonds Online Pay Online Pay Statement Absences Leave Balances Benefits Participation 16 ESS Tutorial: Exit W-4 Information Ethnicity / Race Payroll > Online Pay Statement The online pay statement is an online version of the pay statement that every employee receives with their paycheck.. This is not an exact replica of the pay statement, but it does display the same information. If you wish to see more information about the online pay statement, consult the ESS manual. Press the Spacebar to continue Online Pay Online Pay Statement There are 3 options for searching for statements: 1. Current Pay Statement – Newest 2. Select by Pay Date 3. Search within a period. Select the pay date from the drop-down, or input start and end dates for Search by period option. Click the display button to see search results or for statement to display (if only 1 result).

17. PA State System of Higher Education © 2009 PA State System of Higher Education TUTORIALNAVIGATION Bank Information Emergency Contact Address Personal Data ESS Navigation Welcome Portal Login Portal Login Help Savings Bonds Online Pay Online Pay Statement Absences Leave Balances Benefits Participation 17 ESS Tutorial: Exit W-4 Information Ethnicity / Race Payroll > Online Pay Statement Press the Spacebar to continue Online Pay Online Pay Statement After clicking Display Results, a table will appear if the number of results is more than one. Select a row in the table and click the button.

18. PA State System of Higher Education © 2009 PA State System of Higher Education TUTORIALNAVIGATION Bank Information Emergency Contact Address Personal Data ESS Navigation Welcome Portal Login Portal Login Help Savings Bonds Online Pay Online Pay Statement Absences Leave Balances Benefits Participation 18 ESS Tutorial: Exit W-4 Information Ethnicity / Race Payroll > Online Pay Statement Press the Spacebar to continue Online Pay Online Pay Statement Use these links to go back or to display a printer friendly version.

19. PA State System of Higher Education © 2009 PA State System of Higher Education TUTORIALNAVIGATION Bank Information Emergency Contact Address Personal Data ESS Navigation Welcome Portal Login Portal Login Help Savings Bonds Online Pay Online Pay Statement Absences Leave Balances Benefits Participation 19 ESS Tutorial: Exit W-4 Information Ethnicity / Race Payroll > Savings Bonds Press the Spacebar to continue Savings Bonds Employees can use this screen to view a listing of all the Savings Bonds they have purchased through the State System and see the bond details and ownership / beneficiary records. Click the link to see the bond purchase details. Click the link to see the bond ownership details.

20. PA State System of Higher Education © 2009 PA State System of Higher Education TUTORIALNAVIGATION Bank Information Emergency Contact Address Personal Data ESS Navigation Welcome Portal Login Portal Login Help Savings Bonds Online Pay Online Pay Statement Absences Leave Balances Benefits Participation 20 ESS Tutorial: Exit W-4 Information Ethnicity / Race Payroll > W-4 Information This screen will show employees their current federal W-4 tax withholding information. Using this screen, employees can also update their withholding information, should the need arise to change your information. Note: Updates to W-4 information will not apply until the start of the next pay period. Press the Spacebar to continue Click the button to update your information. W-4 Information

21. PA State System of Higher Education © 2009 PA State System of Higher Education TUTORIALNAVIGATION Bank Information Emergency Contact Address Personal Data ESS Navigation Welcome Portal Login Portal Login Help Savings Bonds Online Pay Online Pay Statement Absences Leave Balances Benefits Participation 21 ESS Tutorial: Exit W-4 Information Ethnicity / Race Help Where do I find documentation on Employee Self-Service? ESS documents are found by clicking the help link Help

22. PA State System of Higher Education © 2009 PA State System of Higher Education TUTORIALNAVIGATION Bank Information Emergency Contact Address Personal Data ESS Navigation Welcome Portal Login Portal Login Help Savings Bonds Online Pay Online Pay Statement Absences Leave Balances Benefits Participation 22 ESS Tutorial: Exit W-4 Information Ethnicity / Race Portal Log Off Press the Spacebar to continue How do I exit Employee Self-Service and the Portal? Click the Log Off link Click Yes Note: If you have a popup blocker active, it may prevent the logoff confirmation box from appearing. Exit