Employee Self Service

1. Employee Self Service October 15, 2012

2. Employee Self Service Portal Access • You can easily access your payroll and personnel information from this portal. You will access Employee Self Service through the InSITE application. If you are new to InSITE please take a moment to view our Logon and Basic Navigation Presentation.

3. Employee Self Service Responsibility

4. Upon Logon, your self service responsibility will display. Single click on your responsibility.

5. The various links you can select will display: Human Resources, Payroll or Benefits. Single click on a menu item.

6. The various functions you can select will display. Single click on a menu item.

7. My Information The My Information section is where you view information for your Employment, Salary, Performance and Absence details dating back to January 1, 2009. It also provides quick and direct access to basic HR data such as your Employee Number, Department, Manager, etc. To view your information, single click on My Information.

8. . Employment Information Information is displayed for the tab that is highlighted. Here, the Employment Tab is highlighted. Click on the Show link to view additional employment details.

9. . Salary Information Additional salary details are displayed. Click on the Show link to view additional salary details.

10. . Performance Information Click on the Performance Tab. Click on the Show link to view additional performance details.

11. . Absence Information Click on the Absence Tab. . Click on the Show link to view additional absence details.

12. Personal Information The Personal Information section enables employees to view and/or make changes to their personal information. Employees can update their address, phone number, veteran status and email address. To update other personal information details (name, date of birth, SSN), complete an Employee Personal Information Change Form and return to your Department HR PALS representative (a list of PALS is on the InSITE Web Page). To view and/or update your information, single click on Personal Information.

13. Personal Information Select the section to update

14. Organization Email Address • Employees with a City email account should use their City email as their primary email account. • Employees who do not have a City issued email address may use a personal email address. • It is the employee’s responsibility to maintain and update a current email address in the application. • Any InSITE generated emails will be sent to this email address, such as "Forgot Password" emails. • Dept PALS will have the ability to update an employee’s email address using HR PALS Self Service. • Do not used a shared email address.

15. Add/Update Email Address Select update

16. Add/Update Email Address Click Next button.

17. Add/Update Email Address Effective date will default to current date. If necessary, you can change the date by clicking on the calendar or entering the date manually. Note correct date format, DD-MMM-YYYY.

18. Add/Update Email Address Add/Update email address and click Next button at top or bottom of screen.

19. Add/Update Email Address Click Next button at top or bottom of screen.

20. Add/Update Email Address Review and confirm your changes, then click the submit button. Click printable page to retain a copy for your records.

21. Add/Update Email Address Click Return to overview to continue making changes or click Home to return to main menu.

22. Add/Update Address Select the section to update main address or add other address.

23. Add/Update Address Select the type of change you want make: correct current address or enter a new address. Click Next.

24. Add/Update Address In this example, we will add a new address. Pay particular attention to the tips regarding proper format.

25. Add/Update Address First, enter in the address. Enter the City and tab or click on the flashlight.

26. Add/Update Address Find your zip code in the range of zip codes listed and click on the icon under Quick Select.

27. Add/Update Address Based on the selected zip code range, the City, State and County fields are populated.

28. Add/Update Address Enter in your zip code and click Next.

29. Add/Update Address Review and confirm your changes, then click the submit button. Click printable page to retain a copy for your records.

30. Add/Update Address Changes have been applied. Click Return to overview to see new address.

31. Add/Update Address Note: Employee’s address has been updated.

32. Add/Update Phone Number Click Add button to add phone number.

33. Add/Update Phone Number Enter phone number. Click Add Another Row to add additional phone numbers. Click Next.

34. Add/Update Phone Number Review your changes. Click Submit.

35. Add/Update Phone Number Changes have been applied. Click Return to overview to see phone numbers.

36. Add/Update Phone Number Changes have been applied. Click Return to overview to see new address. Note: Employee’s phone numbers have been added.

37. Add/Update Veteran Status Changes have been applied. Click Return to overview to see new address. Click Update.

38. Add/Update Veteran Status Click Next.

39. Add/Update Veteran Status Enter or Select Veteran Status from list of values. Choices are: Did Not Disclose, Disabled Veteran, Not a Veteran and Veteran.

40. Add/Update Veteran Status Click Next.

41. Add/Update Veteran Status Review changes. Click Submit.

42. Add/Update Veteran Status Changes have been applied. Click Return to overview to see veteran status.

43. Add/Update Veteran Status Veteran Status displays.

44. Add/Update/Delete Emergency Contact Select Emergency Contact Information from the menu.

45. Add Emergency Contact Click Add button to enter emergency contact details.

46. Add Emergency Contact Enter emergency contact details. Click Apply.

47. Add Emergency Contact View emergency contact details. Click Next.

48. Add Emergency Contact View emergency contact details. Print printable page. Click Submit.

49. Add Emergency Contact Confirmation changes have been applied. Click Home to return to main menu.

50. Update Emergency Contact Click Update button to enter emergency contact details.