pa state system of higher education © 2009 pa state system of higher education tutorialnavigation...
TRANSCRIPT
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PA State System of Higher Education
© 2009 PA State System of Higher Education
TUTORIALTUTORIALNAVIGATIONNAVIGATION
BankBankInformationInformation
Emergency Emergency ContactContact
AddressAddress
Personal Personal DataData
ESSESSNavigationNavigation
WelcomeWelcome
Portal LoginPortal Login
HelpHelp
SavingsSavingsBondsBonds
Online PayOnline PayStatementStatement
AbsencesAbsences
LeaveLeaveBalancesBalances
BenefitsBenefitsParticipationParticipation
1
ESS Tutorial:
ExitExit
W-4W-4InformationInformation
Ethnicity / Race
Welcome to the Welcome to the Employee Self-ServiceEmployee Self-Service Tutorial. Tutorial.This tutorial is intended to guide the userThis tutorial is intended to guide the user
through the pages of the through the pages of the ESS System, ESS System, as well as the PASSHE Self-Service Portal.as well as the PASSHE Self-Service Portal.
Welcome to the Welcome to the Employee Self-ServiceEmployee Self-Service Tutorial. Tutorial.This tutorial is intended to guide the userThis tutorial is intended to guide the user
through the pages of the through the pages of the ESS System, ESS System, as well as the PASSHE Self-Service Portal.as well as the PASSHE Self-Service Portal.
Introduction
For this tutorial, thepages of EmployeeSelf-Service will
appear in this area.
These tutorial buttons provide shortcuts to the slides containingthe 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 continuePress the Spacebar to continue
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PA State System of Higher Education
© 2009 PA State System of Higher Education
TUTORIALTUTORIALNAVIGATIONNAVIGATION
BankBankInformationInformation
Emergency Emergency ContactContact
AddressAddress
Personal Personal DataData
ESSESSNavigationNavigation
WelcomeWelcome
Portal LoginPortal Login
HelpHelp
SavingsSavingsBondsBonds
Online PayOnline PayStatementStatement
AbsencesAbsences
LeaveLeaveBalancesBalances
BenefitsBenefitsParticipationParticipation
2
ESS Tutorial:
ExitExit
W-4W-4InformationInformation
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 tothe Portal provided.
Press the Spacebar to continuePress the Spacebar to continue
http://www.passhe.edu/executive/HR/SystemHR/HRS/Pages/ess.aspx
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PA State System of Higher Education
© 2009 PA State System of Higher Education
TUTORIALTUTORIALNAVIGATIONNAVIGATION
BankBankInformationInformation
Emergency Emergency ContactContact
AddressAddress
Personal Personal DataData
ESSESSNavigationNavigation
WelcomeWelcome
Portal LoginPortal Login
HelpHelp
SavingsSavingsBondsBonds
Online PayOnline PayStatementStatement
AbsencesAbsences
LeaveLeaveBalancesBalances
BenefitsBenefitsParticipationParticipation
3
ESS Tutorial:
ExitExit
W-4W-4InformationInformation
Ethnicity / Race
PASSHE Enterprise Portal
At the Portal welcome page, how do I log into the Portal? At the Portal welcome page, how do I log into the Portal?
Enter your PASSHE Active Directory
username and password.
Click this buttonto login.
Portal LoginPortal Login
Press the Spacebar to continuePress the Spacebar to continue
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PA State System of Higher Education
© 2009 PA State System of Higher Education
TUTORIALTUTORIALNAVIGATIONNAVIGATION
BankBankInformationInformation
Emergency Emergency ContactContact
AddressAddress
Personal Personal DataData
ESSESSNavigationNavigation
WelcomeWelcome
Portal LoginPortal Login
HelpHelp
SavingsSavingsBondsBonds
Online PayOnline PayStatementStatement
AbsencesAbsences
LeaveLeaveBalancesBalances
BenefitsBenefitsParticipationParticipation
4
ESS Tutorial:
ExitExit
W-4W-4InformationInformation
Ethnicity / Race
PASSHE Portal > Welcome Page
Once in the portal, how do I get to Employee Self-Service? Once in the portal, how do I get to Employee Self-Service?
Click the Employee Self-Service tabin the top level navigation
WelcomeWelcome
Press the Spacebar to continuePress the Spacebar to continue
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PA State System of Higher Education
© 2009 PA State System of Higher Education
TUTORIALTUTORIALNAVIGATIONNAVIGATION
BankBankInformationInformation
Emergency Emergency ContactContact
AddressAddress
Personal Personal DataData
ESSESSNavigationNavigation
WelcomeWelcome
Portal LoginPortal Login
HelpHelp
SavingsSavingsBondsBonds
Online PayOnline PayStatementStatement
AbsencesAbsences
LeaveLeaveBalancesBalances
BenefitsBenefitsParticipationParticipation
5
ESS Tutorial:
ExitExit
W-4W-4InformationInformation
Ethnicity / Race
Employee Self-Service > Navigation
ESSESSNavigationNavigation
The Employee Self-Servicetab has changed color to
show that it is the active tab.
Select a group fromthe Navigation bar
or…
How do I navigate Employee Self-Service? How do I navigate Employee Self-Service?
Press the Spacebar to continuePress the Spacebar to continue
Select a link from the ESS Menu
Any updates or news about ESS will
show here
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PA State System of Higher Education
© 2009 PA State System of Higher Education
TUTORIALTUTORIALNAVIGATIONNAVIGATION
BankBankInformationInformation
Emergency Emergency ContactContact
AddressAddress
Personal Personal DataData
ESSESSNavigationNavigation
WelcomeWelcome
Portal LoginPortal Login
HelpHelp
SavingsSavingsBondsBonds
Online PayOnline PayStatementStatement
AbsencesAbsences
LeaveLeaveBalancesBalances
BenefitsBenefitsParticipationParticipation
6
ESS Tutorial:
ExitExit
W-4W-4InformationInformation
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 fromthe sub menu.
Click an entry in the navigation.The select screen
is highlighted.
Press the Spacebar to continuePress the Spacebar to continue
ESSESSNavigationNavigation
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PA State System of Higher Education
© 2009 PA State System of Higher Education
TUTORIALTUTORIALNAVIGATIONNAVIGATION
BankBankInformationInformation
Emergency Emergency ContactContact
AddressAddress
Personal Personal DataData
ESSESSNavigationNavigation
WelcomeWelcome
Portal LoginPortal Login
HelpHelp
SavingsSavingsBondsBonds
Online PayOnline PayStatementStatement
AbsencesAbsences
LeaveLeaveBalancesBalances
BenefitsBenefitsParticipationParticipation
7
ESS Tutorial:
ExitExit
W-4W-4InformationInformation
Ethnicity / Race
Personal Information > Personal DataEmployees 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 continuePress the Spacebar to continue
The highlight hasswitched to thecurrent view.
Personal Data isretrieved from the
HR system.
Link to more information
PersonalPersonalDataData
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PA State System of Higher Education
© 2009 PA State System of Higher Education
TUTORIALTUTORIALNAVIGATIONNAVIGATION
BankBankInformationInformation
Emergency Emergency ContactContact
AddressAddress
Personal Personal DataData
ESSESSNavigationNavigation
WelcomeWelcome
Portal LoginPortal Login
HelpHelp
SavingsSavingsBondsBonds
Online PayOnline PayStatementStatement
AbsencesAbsences
LeaveLeaveBalancesBalances
BenefitsBenefitsParticipationParticipation
8
ESS Tutorial:
ExitExit
W-4W-4InformationInformation
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 continuePress the Spacebar to continue
AddressAddress
Select a row fromthe address table.
Address details aredisplayed below.
Employees can update their phonenumber by clicking
here.
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PA State System of Higher Education
© 2009 PA State System of Higher Education
TUTORIALTUTORIALNAVIGATIONNAVIGATION
BankBankInformationInformation
Emergency Emergency ContactContact
AddressAddress
Personal Personal DataData
ESSESSNavigationNavigation
WelcomeWelcome
Portal LoginPortal Login
HelpHelp
SavingsSavingsBondsBonds
Online PayOnline PayStatementStatement
AbsencesAbsences
LeaveLeaveBalancesBalances
BenefitsBenefitsParticipationParticipation
9
ESS Tutorial:
ExitExit
W-4W-4InformationInformation
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 continuePress the Spacebar to continue
Emergency Emergency ContactContact
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PA State System of Higher Education
© 2009 PA State System of Higher Education
TUTORIALTUTORIALNAVIGATIONNAVIGATION
BankBankInformationInformation
Emergency Emergency ContactContact
AddressAddress
Personal Personal DataData
ESSESSNavigationNavigation
WelcomeWelcome
Portal LoginPortal Login
HelpHelp
SavingsSavingsBondsBonds
Online PayOnline PayStatementStatement
AbsencesAbsences
LeaveLeaveBalancesBalances
BenefitsBenefitsParticipationParticipation
10
ESS Tutorial:
ExitExit
W-4W-4InformationInformation
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 continuePress the Spacebar to continue
Select a row fromthe account table.
Account details aredisplayed below.
BankBankInformationInformation
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PA State System of Higher Education
© 2009 PA State System of Higher Education
TUTORIALTUTORIALNAVIGATIONNAVIGATION
BankBankInformationInformation
Emergency Emergency ContactContact
AddressAddress
Personal Personal DataData
ESSESSNavigationNavigation
WelcomeWelcome
Portal LoginPortal Login
HelpHelp
SavingsSavingsBondsBonds
Online PayOnline PayStatementStatement
AbsencesAbsences
LeaveLeaveBalancesBalances
BenefitsBenefitsParticipationParticipation
11
ESS Tutorial:
ExitExit
W-4W-4InformationInformation
Ethnicity / Race
Ethnicity /Ethnicity /RaceRace
Personal Information > Ethnicity/Race
The ethnicity and race classification system has changed to reflect more specific choices. This page will allowyou 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 infois incorrect, then
make a new selectionand click
“Update Information”
Press the Spacebar to continuePress the Spacebar to continue
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PA State System of Higher Education
© 2009 PA State System of Higher Education
TUTORIALTUTORIALNAVIGATIONNAVIGATION
BankBankInformationInformation
Emergency Emergency ContactContact
AddressAddress
Personal Personal DataData
ESSESSNavigationNavigation
WelcomeWelcome
Portal LoginPortal Login
HelpHelp
SavingsSavingsBondsBonds
Online PayOnline PayStatementStatement
AbsencesAbsences
LeaveLeaveBalancesBalances
BenefitsBenefitsParticipationParticipation
12
ESS Tutorial:
ExitExit
W-4W-4InformationInformation
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 continuePress the Spacebar to continue
BenefitsBenefitsParticipationParticipation
Click a plan’s link to see the
enrollment details.
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PA State System of Higher Education
© 2009 PA State System of Higher Education
TUTORIALTUTORIALNAVIGATIONNAVIGATION
BankBankInformationInformation
Emergency Emergency ContactContact
AddressAddress
Personal Personal DataData
ESSESSNavigationNavigation
WelcomeWelcome
Portal LoginPortal Login
HelpHelp
SavingsSavingsBondsBonds
Online PayOnline PayStatementStatement
AbsencesAbsences
LeaveLeaveBalancesBalances
BenefitsBenefitsParticipationParticipation
13
ESS Tutorial:
ExitExit
W-4W-4InformationInformation
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 continuePress the Spacebar to continue
BenefitsBenefitsParticipationParticipation
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.
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PA State System of Higher Education
© 2009 PA State System of Higher Education
TUTORIALTUTORIALNAVIGATIONNAVIGATION
BankBankInformationInformation
Emergency Emergency ContactContact
AddressAddress
Personal Personal DataData
ESSESSNavigationNavigation
WelcomeWelcome
Portal LoginPortal Login
HelpHelp
SavingsSavingsBondsBonds
Online PayOnline PayStatementStatement
AbsencesAbsences
LeaveLeaveBalancesBalances
BenefitsBenefitsParticipationParticipation
14
ESS Tutorial:
ExitExit
W-4W-4InformationInformation
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 continuePress the Spacebar to continue
LeaveBalances
Table of all Leavebalance information
Useful information
Click here to get info
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PA State System of Higher Education
© 2009 PA State System of Higher Education
TUTORIALTUTORIALNAVIGATIONNAVIGATION
BankBankInformationInformation
Emergency Emergency ContactContact
AddressAddress
Personal Personal DataData
ESSESSNavigationNavigation
WelcomeWelcome
Portal LoginPortal Login
HelpHelp
SavingsSavingsBondsBonds
Online PayOnline PayStatementStatement
AbsencesAbsences
LeaveLeaveBalancesBalances
BenefitsBenefitsParticipationParticipation
15
ESS Tutorial:
ExitExit
W-4W-4InformationInformation
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 continuePress the Spacebar to continue
Absences
Select the start and enddate and click the
display results button.
Table of all absencesthat occurred in the
selected perioddisplays.
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PA State System of Higher Education
© 2009 PA State System of Higher Education
TUTORIALTUTORIALNAVIGATIONNAVIGATION
BankBankInformationInformation
Emergency Emergency ContactContact
AddressAddress
Personal Personal DataData
ESSESSNavigationNavigation
WelcomeWelcome
Portal LoginPortal Login
HelpHelp
SavingsSavingsBondsBonds
Online PayOnline PayStatementStatement
AbsencesAbsences
LeaveLeaveBalancesBalances
BenefitsBenefitsParticipationParticipation
16
ESS Tutorial:
ExitExit
W-4W-4InformationInformation
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 continuePress the Spacebar to continue
Online Pay Online Pay StatementStatement
There are 3 options for searching for statements:
1. Current Pay Statement – Newest2. Select by Pay Date
3. Search within a period.
Select the pay date fromthe drop-down, or inputstart and end dates for
Search by period option.
Click the displaybutton to see
search results orfor statement to
display (if only 1result).
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PA State System of Higher Education
© 2009 PA State System of Higher Education
TUTORIALTUTORIALNAVIGATIONNAVIGATION
BankBankInformationInformation
Emergency Emergency ContactContact
AddressAddress
Personal Personal DataData
ESSESSNavigationNavigation
WelcomeWelcome
Portal LoginPortal Login
HelpHelp
SavingsSavingsBondsBonds
Online PayOnline PayStatementStatement
AbsencesAbsences
LeaveLeaveBalancesBalances
BenefitsBenefitsParticipationParticipation
17
ESS Tutorial:
ExitExit
W-4W-4InformationInformation
Ethnicity / Race
Payroll > Online Pay Statement
Press the Spacebar to continuePress the Spacebar to continue
Online Pay Online Pay StatementStatement
After clicking Display Results, a
table will appear if thenumber of results is more
than one.
Select a row in the tableand click the button.
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PA State System of Higher Education
© 2009 PA State System of Higher Education
TUTORIALTUTORIALNAVIGATIONNAVIGATION
BankBankInformationInformation
Emergency Emergency ContactContact
AddressAddress
Personal Personal DataData
ESSESSNavigationNavigation
WelcomeWelcome
Portal LoginPortal Login
HelpHelp
SavingsSavingsBondsBonds
Online PayOnline PayStatementStatement
AbsencesAbsences
LeaveLeaveBalancesBalances
BenefitsBenefitsParticipationParticipation
18
ESS Tutorial:
ExitExit
W-4W-4InformationInformation
Ethnicity / Race
Payroll > Online Pay Statement
Press the Spacebar to continuePress the Spacebar to continue
Online Pay Online Pay StatementStatement
Use these links to go back or to display
a printer friendly version.
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PA State System of Higher Education
© 2009 PA State System of Higher Education
TUTORIALTUTORIALNAVIGATIONNAVIGATION
BankBankInformationInformation
Emergency Emergency ContactContact
AddressAddress
Personal Personal DataData
ESSESSNavigationNavigation
WelcomeWelcome
Portal LoginPortal Login
HelpHelp
SavingsSavingsBondsBonds
Online PayOnline PayStatementStatement
AbsencesAbsences
LeaveLeaveBalancesBalances
BenefitsBenefitsParticipationParticipation
19
ESS Tutorial:
ExitExit
W-4W-4InformationInformation
Ethnicity / Race
Payroll > Savings Bonds
Press the Spacebar to continuePress the Spacebar to continue
SavingsBonds
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.
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PA State System of Higher Education
© 2009 PA State System of Higher Education
TUTORIALTUTORIALNAVIGATIONNAVIGATION
BankBankInformationInformation
Emergency Emergency ContactContact
AddressAddress
Personal Personal DataData
ESSESSNavigationNavigation
WelcomeWelcome
Portal LoginPortal Login
HelpHelp
SavingsSavingsBondsBonds
Online PayOnline PayStatementStatement
AbsencesAbsences
LeaveLeaveBalancesBalances
BenefitsBenefitsParticipationParticipation
20
ESS Tutorial:
ExitExit
W-4W-4InformationInformation
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 continuePress the Spacebar to continue
Click the button toupdate your information.
W-4W-4InformationInformation
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PA State System of Higher Education
© 2009 PA State System of Higher Education
TUTORIALTUTORIALNAVIGATIONNAVIGATION
BankBankInformationInformation
Emergency Emergency ContactContact
AddressAddress
Personal Personal DataData
ESSESSNavigationNavigation
WelcomeWelcome
Portal LoginPortal Login
HelpHelp
SavingsSavingsBondsBonds
Online PayOnline PayStatementStatement
AbsencesAbsences
LeaveLeaveBalancesBalances
BenefitsBenefitsParticipationParticipation
21
ESS Tutorial:
ExitExit
W-4W-4InformationInformation
Ethnicity / Race
Help
Where do I find documentation on Employee Self-Service?
ESS documents are found by clicking the
help link
HelpHelp
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PA State System of Higher Education
© 2009 PA State System of Higher Education
TUTORIALTUTORIALNAVIGATIONNAVIGATION
BankBankInformationInformation
Emergency Emergency ContactContact
AddressAddress
Personal Personal DataData
ESSESSNavigationNavigation
WelcomeWelcome
Portal LoginPortal Login
HelpHelp
SavingsSavingsBondsBonds
Online PayOnline PayStatementStatement
AbsencesAbsences
LeaveLeaveBalancesBalances
BenefitsBenefitsParticipationParticipation
22
ESS Tutorial:
ExitExit
W-4W-4InformationInformation
Ethnicity / Race
Portal Log Off
Press the Spacebar to continuePress the Spacebar to continue
How do I exit Employee Self-Service and the Portal? How do I exit Employee Self-Service and the Portal?
Click theLog Off link
Click Yes
Note: If you have a popup blocker active, it may prevent the logoff confirmation box from appearing.
ExitExit