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PST121 – myUFL Basics

PST121 – myUFL Basics. June 2009. Housekeeping. First, a little housekeeping Please turn off all cell phones We will use NetOps today…let’s talk about that We will take a break (check email then) Check map for restrooms

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PST121 – myUFL Basics

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  1. PST121 – myUFL Basics June 2009

  2. Housekeeping • First, a little housekeeping • Please turn off all cell phones • We will use NetOps today…let’s talk about that • We will take a break (check email then) • Check map for restrooms • During the break please use the front door of the building to re-enter

  3. Welcome • What is myUFL? • A system on the internet that only UF staff, faculty, and students can use • Contains information on UF, on departments and colleges • Protected by the use of logins and passwords • Also known as the portal

  4. The Portal Is… • Gateway to all UF business transactions for • Finance • Human Resources • Payroll • Reporting Tools • Data Warehouse • Password Management • Grants

  5. Who Uses myUFL? • Department fiscal staff and payroll staff • To record employees' time and leave • To make purchases for departments • To pay invoices or travel reimbursements • To check the department's budget • What else?

  6. Who Uses myUFL? • All employees use myUFL to: • Record leave • Check benefits • Check paycheck • Update employee information • As a source of news and information

  7. Today’s Objectives • Become familiar with using the menu • Learn how to use myUFL to stay updated • Know how to find information in myUFL • Take advantage of the Self-Service functions as a UF employee • Learn common features of myUFL that work in any part of the myUFL menu • Today we will get to the my in myUFL!

  8. myUFL Portal

  9. Portal Entry • What is the portal? • The portal is the "front page" of myUFL • Access it through a web browser • Internet Explorer or Mozilla, for example • In the Address bar enter my.ufl.edu • Then press the Enter button on your keyboard

  10. myUFL Website This is the myUFL website. Let’s take a look!

  11. myUFL Website This is the "Splash Page." Contains current information on a topic at UF or the community! New every Monday.

  12. Helpful links to use – Alert Notices give the status of myUFL and system issues. myUFL Website

  13. Here is where we sign in using our GatorLink username and password. myUFL Website

  14. Sign On

  15. myUFL Portal This is the myUFL portal. Let’s take a look at the main parts.

  16. Keeping Updated Keep updated on UF and other news by using these “pagelets.”

  17. Work Menu Links Use these menu links to get to pages to do work tasks.

  18. Modules • Each menu link on the main menu opens a different section of myUFL • These sections are referred to as "modules" • For example, if you would like to create a Grant proposal in myUFL, you would go to the Grants module • Let's go back and take another look at the menu!

  19. Modules Pay invoices Check budget Create a proposal

  20. Use these menu links to look at your UF employee information. Employee Data

  21. Security Profile

  22. Security Profile • Everyone using myUFL has a security profile • This is tied to each GatorLink username and password • The security profile is made up of roles • For example, the role “UF_PY_Employee” allows me access to view my paycheck

  23. Security Profile • Roles determine our access to pages and applications in myUFL • We each have our own set of roles • Remember, we are responsible for work performed under our security profile

  24. Roles • How do I get a role? • Some are automatically assigned to your GatorLink username • Your Department Security Administrator, DSA, can get the correct role approved and assigned to you for you to access links or pages for your work • Do not share your password with others Why is this important?

  25. Looking at My Roles To view your roles, click on My Account.

  26. Looking at My Roles Then click the My Roles link. You may use the menu on the left, or on the right!

  27. All your assigned roles will display with Role Name and Description of its access in myUFL! Looking at My Roles

  28. Exercise - Finding My Roles • Let’s try it! • Follow the steps on p.11 of your handout: • Open a browser • Enter the address for myUFL • Click on the Alert Notices • Login using your GatorLink username • Find your roles • Identify the function of a role

  29. How Did You Do? • Let's discuss the exercises • Any questions? • Where would you go to search for all roles?

  30. Menu Navigation

  31. Exploring the Menu • Let's take a look at other parts of the menu such as: • Calendars • Help • Local Interests • Search

  32. Menu Highlights • Local Interest • New Resident Information • Campus Eateries • Quick Links • P-Card • Library Services • Search • UF Directory • Entire Web (Google) Try It!

  33. Menu Highlights • Calendars • Calendar of Events • Academic Calendar • Athletic Calendar Try It!

  34. Menu Highlights • Help • How to Use myUFL • Bridges Services • Computing Help Desks • UF Computing Help Desk Try It!

  35. Self-Service Navigation

  36. myUFL’s Self-Service • Report time worked and/or vacation, sick, or other leave • View your benefits • View your paycheck – current and history– with leave balances • Revise your W-4 • View your employee profile • Check status of your UF travel and business expenses

  37. Click on the My Self Service link to see related links. Navigation

  38. Navigation Notice you have two menus - links appear on the left and the right...click on Payroll and Compensation on either menu.

  39. The Home Page appears for the selected link with easy access to different functions.

  40. When clicking on a link, the pages that follow will be personalized with your information.

  41. Personalized Employee Data This page will display all of your own personalized employee data! That’s called real Self-Service!

  42. Personalized Employee Data Click on Benefits and view links that will display your personal employee information.

  43. Take a look at all the links that Benefits Home displays!

  44. Exercise - Using My Self Service • Enter the address of myUFL to open website • Log in • Follow the steps on p.16 of your handout: • Click on Self-Service • Look at Benefits link • Look at Training and Development • View your Training Summary

  45. How Did You Do? • Let's discuss the exercises • Any questions?

  46. Stay Updated with myUFL

  47. Stay Updated with myUFL • Stay a part of campus community by being updated with news and announcements such as • UF Libraries • DDD News • What is DDD? • Arts and Museums Calendar • Chronicle of Higher Education

  48. Personalize It - Content The portal can be personalized for content. This page has the myUFL menu, and two pagelets, Staff News and UF News.

  49. Personalize It - Content To change the pagelets, click on the Content link.

  50. Personalize It - Content All available pagelets are listed for you to select - check the boxes of needed pagelets to select.

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