employee self service demo october 20, 2009 presented by: michael grisser jeanie robards

Employee Self Service Demo

October 20, 2009Presented by:

Michael Grisser Jeanie Robards

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Agencies Currently on Self Service

17 currently live agencies and 16 signed up

Boll WeevilState Banking DepartmentOffice State FinanceDepartment of MinesConstruction Industry BoardOETADepartment Environmental QualityHealth DepartmentCompSourceOKOSEEGIBOffice Personnel ManagementCourt of Criminal AppealsOK Commission for Teacher PreparationMerit Protection CommissionState Auditor and InspectorOK State Board of Medical LicensureCareer Tech

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Legislation Passed June 2009

HB 1111Legislation

As of July 1, 2010, the Office of State Finance shall make available and each executive state agency shall make available to all state employees a centralized web-based system to access their personal employment and compensation-related information.

Status February 2009 – OSF completed steps necessary for agency use of Employee Self ServiceOctober 2009 – 17 State agencies are live on the Employee Self Service

Next StepsAgencies to obtain approval to use the system and coordinate with OSF for rollout

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What CORE Will Provide

Employee Self Service Manual available on CORE Website

FAQ’s available upon request

Communications developed to use to send to employees

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EARLY Adoption of Self Service

To avoid the rush in meeting the July 2010 legislative requirement, please schedule your Self Service go-live date as soon as possible.

To request Employee Self Service for your agency:

Please open a ticket with the OSF Helpdesk 405 or 866 521-2444

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Demo

Jeanie Robards

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Objectives

Sign On and NavigateUpdate Records

Phone Number

Email Address

Emergency Contacts

View Records Personal Information Summary

Paycheck

Voluntary Deductions

Direct Deposit

Compensation History

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Overview

Personal InformationPersonal Information Summary

Phone Numbers

E-mail Addresses

Emergency Contacts

Payroll and CompensationView Paychecks

Voluntary Deductions

Direct Deposit

View Compensation History

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Step I – Signing Into System

1. Open Internet web browser – Explorer

2. Enter OSF Website, https://osf.ok.gov/

3. Select CORE from the left menu

4. Select HCM from the left menu

5. Select Login

6. You may see a security alert message: click ‘Yes” to proceed.

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Step I – Signing Into System (cont.)

Enter your User Id and PasswordUser ID – Your 6 digit Employee ID

Password – the first four (4) letters in upper case of your last name and last four (4) numbers of your social security number.

Click Sign In

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Step I – Signing Into System (cont.)

Click here to change password link.

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Step I – Signing Into System (cont.)

Change Password – at least 8 (eight) characters and contain at least one (1) number. Password will expire every 90 days, or if user has not entered the system in 90 days. Click Change Password

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Step I – Signing Into System (cont.)

Click

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Step I – Signing Into System (cont.)

Home will take you to first page.

Sign Out will log you out.

Help is not functional at this time.

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Step II – Changing your System Profile

Click My System Profile link

Click Change or set up forgotten password help link. This process must be completed for the password to be reset.

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Step II – Changing your System Profile (cont.)

Choose Question and answer and click and click .

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Personal Information ComponentsNavigation: Self Service > Personal Information > Personal Information Summary

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Personal Information Changes

Phone Numbers

E-Mail AddressThe employee’s agency e-mail address MUST be entered within the HR system, (and can be entered here by the employee), for CORE workflow and automatic messages to be received.

Emergency Contact

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View Only Access

View PaycheckGeneralTax DataPaycheck SummaryEarnings and TaxesBefore Tax Deductions, After Tax Deductions and employer Paid BenefitsNet Pay DistributionLeave Balances

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View Paycheck

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View Paycheck - General

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Tax Data

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Paycheck Summary

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Earnings and TaxesThe YEAR-TO-DATE information will only be available on the most current entry. The Employee Self Service administrator for each agency will need to remind employees in December to print out their end of year information for tax purposes, BEFORE January payrolls are processed.

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Before Tax Deductions, After Tax Deductions and Employee Paid Benefits

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Net Pay Distribution

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Leave Balances

Only agencies currently utilizing the PeopleSoft Leave System will be able to view leave balances.

The balances represent hours.

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Voluntary Deductions

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Direct Deposit

Note: Edit, Delete and Add Account has been grayed out.

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Compensation History

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Conclusion

Questions?