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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

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Self Service Connection Users Guide

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  1. Self Service Connection Users Guide

  2. 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)

  3. 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 ambercastleberry@optomi.com • Optomi Consultants – Veronica Medellin veronicamedellin@optomi.com

  4. Getting Started Log on to the self-service web-site by typing the following address: https://portal.adp.com

  5. First Time RegistrationPlease have the following on hand:1. Past Earnings Statement

  6. Enter the registration pass code of optomi-pay optomi-pay

  7. 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

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

  9. 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.

  10. 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 e-mail or Text, depending on the method of delivery you choose.

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

  12. Finalizing the Registration Process Review your information and click Submit.

  13. The system will guide you through several screens where you will have the opportunity to build your personal profile. You are now ready to access Self Service Connection Jsmith@optomi RollTide

  14. To enroll as a New Hire or make a change due to a qualifying event, click Review/Change Benefits Note: Our Web site contents may vary.

  15. To Enroll, click start and “Walk me through my benefits” Note: Our Web site contents may vary.

  16. Add Your Dependents

  17. Selecting Your Benefit Coverage Note: Our Web site contents may vary.

  18. Reviewing and Saving Your Benefit Elections

  19. Print a Benefits Summary

  20. The Resources Page – Find Company Information, Benefit Forms, and other important information Note: Our Web site contents may vary.

  21. Acknowledging Company Policies Note: Our Web site contents may vary.

  22. Acknowledging Company Policies (Continued)

  23. Acknowledging Company Policies (Continued)

  24. Acknowledging Company Policies (Continued)

  25. Acknowledging Company Policies (Continued) Note: Our Web site contents may vary.

  26. Requesting Time Off

  27. Requesting Time Off (Continued)

  28. Canceling Paid Time Off

  29. Viewing My Time Off History

  30. Requesting Paid Time Off

  31. Canceling Paid Time Off

  32. Benefits – Personal Accrued Time

  33. 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 Note: Our Web site contents may vary.

  34. The Pay & Taxes Menu Note: Our Web site contents may vary.

  35. Viewing Pay and Taxes - Menu Options Note: Our Web site contents may vary.

  36. Viewing Pay Statements Note: Our Web site contents may vary.

  37. Selecting Notification Options Note: Our Web site contents may vary.

  38. Pay & Taxes – Base Pay History

  39. Setting Up Direct Deposit Note: Our Web site contents may vary.

  40. Setting Up Direct Deposit (Continued) Note: Our Web site contents may vary.

  41. Editing Direct Deposit Note: Our Web site contents may vary.

  42. Editing Direct Deposit (Continued) Note: Our Web site contents may vary.

  43. Changing Tax Withholding Information Note: Our Web site contents may vary.

  44. Changing Tax-Withholding Information (Continued) Note: Our Web site contents may vary.

  45. Accessing Personal Information Note: Our Web site contents may vary.

  46. Viewing Personal Information Note: Our Web site contents may vary.

  47. Viewing Personal Information (Continued) Note: Our Web site contents may vary.

  48. Updating Personal Information Note: Our Web site contents may vary.

  49. Updating Personal Information (Continued) Note: Our Web site contents may vary.

  50. Viewing Emergency Contacts Note: Our Web site contents may vary.

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