Adp portal for employee self service april june 2009 monthly dalton state college
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ADP Portal for Employee Self Service April – June 2009 Monthly 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 for Employee Self Service April – June 2009 Monthly Dalton State College

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Adp portal for employee self service april june 2009 monthly dalton state college

ADP Portal forEmployee Self ServiceApril – June 2009Monthly Dalton State College

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Before we get started

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

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Class objectives

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 vacation, sick days, etc.

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Agenda

Agenda

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Adp portal navigation

ADP Portal Navigation

  • Open Windows Internet Explorer browser, by using desktop icon or go to Start button

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Adp portal navigation1

ADP Portal Navigation

Web Address www.portal.adp.com is entered here

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Adp portal navigation2

ADP Portal Navigation

  • Enter web Address: www.portal.adp.com

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Registration steps

Registration Steps

Registration Pass Code is located on the HR website in Announcements/News

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.

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Adp portal for employee self service april june 2009 monthly dalton state college

Registration Steps

Click on Register Now to begin

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Adp portal for employee self service april june 2009 monthly dalton state college

Registration Steps

Alternative Screen

Click on Register Now to begin

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Registration steps1

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

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Creating login for the adp portal

Creating Login for the ADP Portal

Enter the following Registration Pass Code USG-6775 and then Click Next

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Creating login for the adp portal1

Creating Login for the ADP Portal

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Creating login for the adp portal2

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

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Creating login for the adp portal3

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

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Creating login for the adp portal4

Creating Login for the ADP Portal

When complete, Select Next

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Creating login for the adp portal5

Creating Login for the ADP Portal

When complete, Select Next

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Registration steps2

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.

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Creating login for the adp portal6

Creating Login for the ADP Portal

ADP Provided User ID; You create the Password

Select Submit

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Creating login for the adp portal7

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.

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After registration add another service for etime

After Registration Add Another Service (for eTime)

Add Another Services in order to add eTime to your user profile.

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Adp portal for employee self service april june 2009 monthly dalton state college

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.

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After registration add another service for etime1

After Registration Add Another Service (for eTime)

At the pop-up window put your new User ID and password and Click OK.

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After registration add another service for etime2

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.

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Creating login for the adp portal8

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.

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Creating login for the adp portal9

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).

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Adp portal for employee self service april june 2009 monthly dalton state college

ADP Portal Navigation

Click on User Login

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Agenda1

Agenda

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Adp portal home page

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

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Adp portal home page1

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.

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Employee self service topics

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.

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Employee self service topics1

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)

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Agenda2

Agenda

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Adp portal home page2

ADP Portal Home Page

Home Tab is the main home or welcome page

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Adp portal home page3

ADP Portal Home Page

Time Tab is used to view the timecard exception entries

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Adp portal home page4

ADP Portal Home Page

Myself Tab is used to maintain Addresses, Emergency Contact, Personal Information, and Phone Numbers

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Adp portal home page5

ADP Portal Home Page

Money Tab will maintain the following information:

Direct Deposit

Tax Withholding

Voluntary Deductions

Pay Statements

Annual Statements

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Adp portal home page6

ADP Portal Home Page

Benefits Tab is your benefits that you are eligible and those you’ve signed up for.

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Adp portal home page7

ADP Portal Home Page

Career Tab is the career profile for your work history, education, licensures and certifications

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Data flow diagram

Data Flow Diagram

ADP stands for Automated Data Processing

Inputs to EV5 which is the ADP HR/Payroll Systems

8/23/2014

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Agenda3

Agenda

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Time off versus leave time

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.

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Time off leave time requests and approvals

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.

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Time off leave time requests and approvals1

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

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Timecard

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.

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8/23/2014

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Agenda4

Agenda

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Recording vacation or sick time

Recording Vacation or Sick Time

Select the Time tab at the menu row in order to create time entries

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Time off leave time requests and approvals2

Time Off /Leave Time - Requests and Approvals

Monthly 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

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Timecard1

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.

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Accruals

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 be used as of yet.

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Project view timecard monthly employees

Project View Timecard – Monthly Employees

The Project View timecard for Monthly Employees is to record the usage of Exception time such as Vacation or Sick. It records the total number of hours to be deducted from the accrual of the Exception Time Accrual buckets.

It will add to the Accrual buckets the amount of monthly accrual that your leave enrollment permits.

On the 28th of each month the accrual process will be generated automatically by eTime.

This is a change with the new system.

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Project view timecard monthly employees1

Project View Timecard – Monthly Employees

The recording of the Exception Time to be taken will only be allowed if you have the amount within the Accrual bucket. If you do not have the time in the bucket, a message will be displayed to you when you try to enter the time on the time sheet.

For example, you need to take 16 hours of Vacation leave but you only have 10 hours in your Vacation Accrual. eTime will only allow you to use the 10 hours. eTime will display that you only have 10 hours and it will not allow you to save your timecard until you only enter the 10.

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Project view timecard monthly employees2

Project View Timecard – Monthly Employees

You must still adhere to the Board of Regents Policy (802.07.02 SICK LEAVE WITH PAY) regarding Sick Leave. This policy can be viewed at this website. http://www.usg.edu/regents/policymanual/800.phtml.

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Entering exception time project view timecard

Entering Exception Time- Project View Timecard

TIMECARD is orange when changes were made and need to be saved. Once saved it will turn black.

Insert Icon at right of each row

Delete Icon on far left of each row

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Entering exception time project view timecard1

Entering Exception Time- Project View Timecard

Click in the cell on the day where you need to record Exception Time. Type the number of hours to be recorded. To enter your Exception Time, follow these steps:

  • Click the drop down in the Pay Code column, select the Pay Code that applies to the Exception Time (vacation, sick) used

  • The actual hours used will be entered on the day of the Exception Time.

  • If both types of Exception Time (vacation, sick) need to be recorded on the same week, insert a row by clicking the icon. A new row will appear below the Pay Code for the first Exception Time.

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Entering exception time project view timecard2

Entering Exception Time- Project View Timecard

Continued from previous slide

  • On the new row from the drop down in the Pay Code column, select the Pay Code that applies to the Exception Time (vacation, sick) used.

  • On the new row of the Pay Code, enter in the day column the hours which were used for the Pay Code.

  • To remove a Pay Code if placed in error, click the icon. You will be asked to “Erase data for the entire row?” Click Yes. The row will disappear when you Save the Timecard.

  • Click ‘Save’. Notice that the TimeCard title is orange but once saved turns black.

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Requirements for exception entries

Requirements for Exception Entries

Any Vacation/Sick time should be recorded within 24 hours of return to work. This will allow accrual records to be current.

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Agenda5

Agenda

8/23/2014

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Adding comments to entries

Adding Comments To Entries

To add a comment to any cell, right-click in the cell and choose ‘Add Comment’, or Comment > Add.

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Save time entries

Save Time Entries

You need to save your changes to your timecard. The word TIMECARD will be orange indicating changes had been made and saving is required. Click Save from the menu bar.

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Approving employee s timecard

Approving Employee’s Timecard

  • Note: All Monthly and staff are required to approve their own time prior to submission to their manager for approval to pay.

  • Approving your timecard ‘submits’ your time card for manager approval.

  • Approval lets a manager know that the timecard is accurate, complete and ready to be sent to payroll for processing.

  • Approval can be removedif a manager has not submitted the timecards to payroll on time.

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Deadline to payroll

Deadline to Payroll

8/23/2014

All Time card approvals by Monthly, Staff and Managers should be completed no later than the CLOSE OF BUSINESS (5:00 PM) on the last working day of the month.

Emergency needs for Payroll should be addressed no later than 9:00 AM the following work day.

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Agenda6

Agenda

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Additional contact information

Additional Contact Information

  • For additional assistance or to answer questions further contact the following staff:

    • Faith Miller, HR ext. 2034

    • Nettie Henderson, Payroll ext. 4462

    • Audrey Goforth, Payroll ext. 4463

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Questions and answers

Questions and Answers

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Agenda7

Agenda

Finished

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