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ADP Portal for Employee Self Service April – June 2009 Faculty Dalton State College. Before We Get Started. This a one hour class– no planned breaks Other Housekeeping Issues: Restrooms and vending machines Cell Phone, PDAs, Pagers: Please have courtesy to turn off or adjust to vibrate
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ADP Portal forEmployee Self ServiceApril – June 2009Faculty Dalton State College Faculty ESS
Before We Get Started • This a one hour class– no planned breaks • Other Housekeeping Issues: • Restrooms and vending machines • Cell Phone, PDAs, Pagers: Please have courtesy to turn off or adjust to vibrate • A lot of information to cover in short course time, Questions reserved for last 10 minutes of class Faculty ESS
Class Objectives • To provide an overview to the ADP Self Service portal and some specific hands-on information for employees’ accessibility beginning August 2009. • Enter and Update addresses, phone number, dependent information, setup direct deposits, enter emergency contacts, change tax withholdings, view iPay (pay statements) and access company news and job openings. • Address exception payroll for sick days, etc. Faculty ESS
Agenda Faculty ESS
ADP Portal Navigation • Open Windows Internet Explorer browser, by using desktop icon or go to Start button Faculty ESS
ADP Portal Navigation Web Address www.portal.adp.com is entered here Faculty ESS
ADP Portal Navigation • Enter web Address: www.portal.adp.com Faculty ESS
Registration Steps Standard Registration: • Before you begin, make sure you have your Registration Pass code (USG-6775)available. This code was provided to you by your administrator. • On the login page, click First Time Users Register Here. The Welcome page is displayed with an overview of the registration process. • Click Register Nowto begin the Register for ADP Services wizard. Faculty ESS
Registration Steps Click on Register Now to begin Faculty ESS
Registration Steps Alternative Screen Click on Register Now to begin Faculty ESS
Registration Steps • Enter the following information, clicking Next at the end of each page for each step prior to creating your User ID and password: • Registration Pass Code • Identity information • Contact information • Security information Faculty ESS
Creating Login for the ADP Portal Enter the following Registration Pass Code USG-6775 and then Click Next Faculty ESS
Creating Login for the ADP Portal Faculty ESS
Creating Login for the ADP Portal If you get this page, it means you’ve entered some portion of your Identity incorrectly. Select Cancel and Request assistance from HR/Payroll Faculty ESS
Creating Login for the ADP Portal Remember to enter your name and information exactly as it appears on the HR/Payroll system records When complete, Select Next Faculty ESS
Creating Login for the ADP Portal When complete, Select Next Faculty ESS
Creating Login for the ADP Portal When complete, Select Next Faculty ESS
Registration Steps • On Step 5, View Your ADP Services User ID, create a password and click Submit. You use this user ID and password to log into your ADP Services. • On the Confirmation page, do one of the following: • Click Log On to access the product. Faculty ESS
Creating Login for the ADP Portal ADP Provided User ID; You create the Password Select Submit Faculty ESS
Creating Login for the ADP Portal You will see this if you successfully register for the User ID and password. Also email will be sent to confirm your User ID. Faculty ESS
After Registration Add Another Service (for eTime) Add Another Services in order to add eTime to your user profile. Faculty ESS
Alternative “Add a Service” Page Click on Add a Service to begin If you logged out and need to add eTime services to your profile, go back to the ADP Login page www.portal.adp.com and click on the ‘First Time Users Register Here’ link. You will get a Welcome page, click on the right hand side of page ‘Add a Service’ pushbutton. Faculty ESS
After Registration Add Another Service (for eTime) At the pop-up window put your new User ID and password and Click OK. Faculty ESS
After Registration Add Another Service (for eTime) In Manage My Services, look to the bottom of the page and see Enterprise eTime and Click on the Add link. Faculty ESS
Creating Login for the ADP Portal Contact the HR or Payroll to obtain your ADP Employee ID in order to add the eTime Services to your user profile. Faculty ESS
Creating Login for the ADP Portal If successfully added eTime services to your user profile, you will receive a confirmation message. Exit out of this page and go back to windows Internet Explorer to log back into ADP (www.portal.adp.com). Faculty ESS
ADP Portal Navigation Click on User Login Faculty ESS
Agenda Faculty ESS
ADP Portal Home Page What’s New Section Benefits Information Section All Online forms should be available after go live Benefits Information will now by online instead of being previously handled via paperwork in HR Open Enrollment information will be in this section The links will take you directly into the BOSS (Benefits system) for benefit menu options This section was previously handled by paperwork through HR will now be online. Recommended Links Section Forms Library Section Faculty ESS
ADP Portal Home Page Access All of the Tabs Available (based on User Security Accesses) Employees generally have at least six tab or menu options available to them. Faculty ESS
Employee Self Service Topics The new ADP ESS portal will replace the current Portable Personnel File in PeopleSoft HRMS. Although the ADP portal may be look different, it contains similar information that are broken down into the following available Tabs (6 for most employees): • Home • Time • Myself • Money • Benefits • Career The six tabs or menu options are accessible through the main ADP Portal Home Page. Student and Casual workers will only use the first 4 tabs. Faculty ESS
Employee Self Service Topics • Home - ADP Portal Welcome page • Review HR and Benefit Announcements • Access Forms Library and recommended HR Links • Time – Time and Attendance information • Myself – Review and update addresses, emergency contact, personal information and phone numbers • Money – direct deposit, tax withholding, voluntary deductions, pay statements and annual statements(W-2) • Benefits –access benefits from this tab • Career – access your career profile (work history, education, licenses and certifications) Faculty ESS
Agenda Faculty ESS
ADP Portal Home Page Home Tab is the main home or welcome page Faculty ESS
ADP Portal Home Page Time Tab is used to view the timecard exception entries Faculty ESS
ADP Portal Home Page Myself Tab is used to maintain Addresses, Emergency Contact, Personal Information, and Phone Numbers Faculty ESS
ADP Portal Home Page Money Tab will maintain the following information: Direct Deposit Tax Withholding Voluntary Deductions Pay Statements Annual Statements Faculty ESS
ADP Portal Home Page Benefits Tab is your benefits that you are eligible and those you’ve signed up for. Faculty ESS
ADP Portal Home Page Career Tab is the career profile for your work history, education, licensures and certifications Faculty ESS
Data Flow Diagram ADP stands for Automated Data Processing Inputs to EV5 which is the ADP HR/Payroll Systems 4/2/2014 Faculty ESS 40
Agenda Faculty ESS
Time Off versus Leave Time Time Off - • Time Off is the individual’s vacation or sick time, if provided. • Request for Time Off will be made online and automatically sent to your manager for approval via workflow. Once your manager approves, forwarded to payroll. Leave Time - • Leave Time is now defined as Family and Medical Leave Act (FMLA), Jury Duty and/or Military Leave. • Request for Leave Time will be made online and automatically sent to HR for approval via workflow. HR will notify manager for scheduling and workload shifts. Faculty ESS
Time Off /Leave Time - Requests and Approvals Select the Time tab at the menu row in order to create time exception entries This will take you to the Time Welcome page. There will be a link to access eTime in the bottom left hand side. Click on the link to access your timecard. Faculty ESS
Time Off /Leave Time - Requests and Approvals Links are provided on other tab options of the portal as well specific to this tab Click on Here link to begin entering time in eTime 4/2/2014 Faculty ESS
TimeCard This is the menu option when you need to request Leave which was defined as the three Federally mandated leave times for FMLA, Jury Duty and Military Leave. Please contact HR/ Payroll for further details on how to request these specific leave time requests. 4/2/2014 4/2/2014 Faculty ESS 45
Agenda Faculty ESS
Recording Vacation or Sick Time Select the Time tab at the menu row in order to create time entries Faculty ESS
Time Off /Leave Time - Requests and Approvals Faculty that have direct reports should select the first option of Managers/ Approvers: Click Here to access eTIME. You will be able to access your own timecard as well. Click on Here link to begin entering time in eTime 4/2/2014 Faculty ESS
TimeCard Verify your Name/ID and Time Period is current eTime navigates to employee’s timecard . Verify your Name/ID and Time Period is current for which you reviewing or updating. Should default to current pay period/ month Menu options are noted across top of timecard (Accruals, Comment, Approvals, Leave, Save, etc. Faculty ESS
Accruals Viewing Accruals in eTime Accrual Balances are updated instantly once the Timecard is saved. The Accruals Tab at the bottom left of the Timecard will reveal the balances for your Exception Time. Accrual Detail Tab Accrual Detail Tab reveals the balances of your Accruals for the current calendar year as well as the totals of the Exception Time taken to date along with the requested that has not been used as of yet. Faculty ESS