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Campus Portal for Users of e UMB HR/Payroll

Campus Portal for Users of e UMB HR/Payroll . April 2005. Agenda. What is the Campus Portal? User Setup / Password Requirements Initial Sign In Screen Layout / Navigation Personalize – Content and Layout Change Password Protect Personal Data Questions. What is the Campus Portal?.

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Campus Portal for Users of e UMB HR/Payroll

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  1. Campus Portal for Users of eUMB HR/Payroll April 2005

  2. Agenda • What is the Campus Portal? • User Setup / Password Requirements • Initial Sign In • Screen Layout / Navigation • Personalize – Content and Layout • Change Password • Protect Personal Data • Questions

  3. What is the Campus Portal? • A doorway to campus web applications • Allows faculty, staff and students appropriate, easy access to web applications, news and school webs • Single sign-on framework: sign in once to access multiple applications • Applications will include eUMB (HR and Financials), SIMS, SURFS and more

  4. We Go Live on 4/25! • Watch for Email Announcement • Address for Campus Portal • Slight adjustments for CA users (worklist) • List of Frequently Asked Questions

  5. First Time Users, Go here to setup your initial password User Setup – First Sign In

  6. User Setup – Authentication 1 2 3 1. Enter myUMBID (EmplID, SIMSIDor Affiliate ID) 2. Enter Date of Birth in MM/DD/YYYY format 3. Enter last 4 digits of SSN (UMB Employees only)

  7. 1 2 1. Select Secret Question 2. Enter secret answer using 3-32 characters (answer is not case sensitive) User Setup – Secret Question

  8. User Setup - Secret Questions

  9. Review Password Requirements Enter Desired password on the 1st line. Re-enter password on the 2nd line to confirm. User Setup – Create Password

  10. Password Requirements • Length – Minimum 8 characters; maximum 32 • At least 1 special character (i.e., !, ?, *, #) • At least 1 number (0 – 9) • At least 1 uppercase letter and 1 lowercase letter  • Not equal to your myUMBID  • No more than 2 consecutive identical characters  • No leading/trailing spaces • Example: UMBiz#01 • Change password every 90 days

  11. Message confirms password was accepted: “Your password has been written to the UMB Directory”. Click here to go to the UMB Portal home page and sign in using your new password. User Setup – Accepted Password

  12. Deny message specifies why the entered password failed to meet requirements User Setup – Denied Password

  13. Initial Sign In 1. Enter myUMBID (EmplID/SIMSID/Affiliate ID) 2. Enter newly created password Find out your myUMBID

  14. Date/Time/User information /Home/Sign Out Personalize Content/ Layout/ My Links Enterprise Menu/Campus Alerts/UMB Search/Other Customized Choices Screen Layout

  15. Navigation • Click links within the portal window to go to that page • If launching eUMB, or other application, it will open in a new window (portal window will remain open) • Use UMB Search box to search for UMB-specific information • Click to refresh an individual pagelet; to minimize and to close a pagelet

  16. Click Content to personalize Personalize Content

  17. Personalize Content 1 2 3 1. Enter a Tab Name, if desired 2. Enter a Welcome Message, if desired 3. Check items that you want to appear on your home page; uncheck items that you do not want to appear Remember to click SAVE!

  18. Click Layout to personalize Personalize Layout

  19. Personalize Layout 1 2 1. Select either a 2 or 3 column layout 2. Using the directional arrows, re-order or move components from one column to the other. Or use the Delete Pagelet function to delete them altogether. Remember to click SAVE!

  20. Change Password • Change Password from INSIDE the Campus Portal • Menu Path: Enterprise Menu > Preferences > Change Password • Follow steps outlined in User Setup slides

  21. Protect Personal Data • Sign in to Portal = sign in to eUMB • Either Sign Outof Portal or Lock PC when leaving your work area

  22. Questions

  23. We Go Live on 4/25! • Watch for Email Announcement • Address for Campus Portal • Slight adjustments for CA users (worklist) • List of Frequently Asked Questions

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