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TRANSCRIPT
BEACON Self Service Training
▲ Contractors at IBM using CLAIM ▲
Jan 2013
About Artech
At the forefront of the staffing industry, Artech is a minority- and women-owned business committed to maximizing global workforce solutions.
Artech’s deep heritage, proven expertise and insightful market intelligence has secured long-term partnerships with Fortune and Global 500 clients seeking world-class professional resources.
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Agenda
1. About BEACON
2. BEACON User ID & Password
3. BEACON Navigation
4. Personal Information
5. Payroll & Compensation
6. Timesheet Entry
7. Expense Entry
8. BEACON Support
BEACON User
Modules
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About BEACON
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About BEACON
BEACON: Business Enterprise Automated Core
Operations Network
PeopleSoft Enterprise Resource Planning (ERP)
Superior Information Processing
Full lifecycle contractor support functionality
Powerful back-office features
Automate and streamline back-office tasks
Empowering You, Our Contractor
Self Service: You will be able to view and update
much of your own information
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BEACON User ID & Password
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BEACON User ID & Password
During the on-boarding process, a unique User ID and
Password will be emailed to you • You should remain alert for an email from “[email protected]”
• If you do not receive your UID and PWD, contact your Artech representative
The BEACON welcome screen looks like this:
Upon sign in, you will be prompted to change your password
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Set Up Your Password Right Away!
You should set up your Password immediately upon
accessing BEACON. Only by setting up your password will
you be able to use the “Lost Password” functionality in case
you lose your password.
If you’ve lost your BEACON password before setting up, you
must contact your Artech representative to have it reset
manually by an administrator.
1. Enter your UID and PWD
to log into BEACON
2. Click on “Main Menu” and
select “My System Profile”
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Setting Up Your Password (1)
3. On the General Profile
Information screen, select
“Change or set up forgotten
password help”.
4. Select from the list of drop
down “Questions.”
5. Type your answer in the
“Response” box and click
OK.
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Setting Up Your Password (2)
6. Scroll down and verify that
your correct email address
is recorded in the system.
Click Save if you made any
changes.
You will return back to the “My System Profile” page
Now you have configured your
forgot password functionality. If
you ever forget your password,
use the steps in the following
slides to generate a new
password.
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Resetting Your Password (1)
1. On the login screen, click
on “Forgot your password?”
2. Enter your User ID and
click Continue.
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Resetting Your Password (2)
3. Enter your Response to the
security question and click
the “Email New Password”
button. The security response
will be validated, then a new
password will be emailed to you.
4. You will get the following
screen to indicate that the
password has been
emailed.
5. Retrieve the new password from your email, login to
BEACON, and immediately change your password to
something that you will remember and is known only to you.
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Changing Your Password
You may choose to change your password at any time
Start by following the path: Main Menu > Change My Password
You will be taken to the screen
on the right
1. Enter your current password
2. Then enter and confirm your
new password
3. Click “Change Password”
1234567
Your Name
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BEACON Navigation
BEACON Navigation (1)
Opening Menus
– The opening window will look like this:
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– When you click on a
menu item, such as
Main Menu, you will
get a drop down menu
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BEACON Navigation (2)
By continuing to click on drop down menu items, you will generate a path
“Breadcrumbs,” shown below, display your navigation path and give you
access to the contents of subfolders
Once you click on your destination, the path is shown in the top bar
• This path can be written as:
Main Menu > Self Service > Personal Information > Personal Information Summary
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Personal Information
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Path to Personal Information
Path:
Main Menu > Self Service > Personal Information
You will get Personal Information menu items
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First Steps: Personal Info
1. Confirm and/or Update Your Personal
Information
• Name
• Home and Mailing Addresses
• Phone Numbers
• Email Addresses
• Emergency Contacts
• Marital Status
2. Complete and Submit I-9 Form
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Personal Info Summary
You can view and update the following information
– Name
– Home/Mailing Address
– Phone Numbers (more than one, if necessary)
– Emergency Contacts
– Email Addresses (more than one, if necessary)
– Marital Status
You can only view the following information*
– Gender
– DOB
– EIN (your employer’s employer tax ID number)
– Hire Date
*Contact your Artech Rep if you see an error and/or need something changed
in this section
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Viewing Personal Info Summary
Simon McCann
8675309
Simon McCann
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Updating Your Personal Info
Click these
to change
your
• Name
• Address
• Phone No
• Emergency
Contacts
o You can enter
more than one
phone number,
email, etc.
Simon McCann
Simon McCann
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Updating Your Personal Info
Click these
to change
your
• Email (Use your
direct personal
email, not your
company email)
• Marital Status
To change
these,
contact your
TMS
8675309
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Personal Info Pages
Personal Info can be viewed/changed via individual screens
Simon McCann
Simon McCann
Simon McCann
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Payroll & Compensation
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Payroll & Compensation
You will be able to:
– View your Paychecks
– View/update your Direct Deposit information
– View/update your W-4 information
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Viewing Paychecks
Path:
Main Menu > Self Service > Payroll and Compensation > View Paycheck
Paychecks will be viewable on the Check Date
Click on the Check Date to view the check details (see next slide)
Simon McCann
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Paycheck Details Sample
You will not receive pay stubs in the mail – you
can print your paycheck details from here if you
want a paper copy
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Direct Deposit: The Way to Go
We Highly Recommend that you Opt for Direct Deposit
1. You will avoid delays in receipt of your paycheck
• You will receive electronic payments much faster than checks sent
via snail mail
2. Electronic payments are environmentally friendly
• One of the reasons Artech is implementing an ERP system is to cut
back on the use of paper. Read about our Artech Green program
3. State Mandates
• Many states now allow employers to mandate direct deposits in
order for their employees to get paid faster
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View, Update Direct Deposit Info
Submit (Changes must be verified by the bank,
so there may be a delay of one payroll cycle)
Path: Main Menu > Self Service > Payroll and Compensation > Direct Deposit
• Account Types: i.e. Checking, Savings
• Deposit Types: Percent or Amount
• Percent: i.e. 100%
Confirm your
information,
update as
necessary
Simon McCann
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Direct Deposit: Multiple Accounts
Direct Deposit with multiple accounts set up
• Savings and Checking Accounts
• Separate deposits by Amount or Percent
Simon McCann
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W-4 Information
Path: Main Menu > Self Service > Payroll and Compensation > W-4 Tax Information
Confirm and update • Allowances
• Marital Status
Submit
Simon McCann 000000000
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W-4 Information Notes
Displays current Federal elections
• State elections follow federal elections unless state W-4 is
submitted to Payroll for processing
If you wish to elect different State tax withholdings than
your Federal tax withholdings, you will need to submit a
separate State Tax withholding form specifying the
withholding amount and/or the number of allowances for
your State tax withholding
• The State Tax withholding forms can be found on the United
States Department of Labor website:
www.dol.gov/oasam/doljobs/statetaxforms.htm
• After completing the relevant state tax withholding form for your
state, please sign and e-mail the form to Artech at
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Entering Time in BEACON
Your pay cycle will follow Artech’s client’s work week
You must submit your timecard on the last day of the
Week Ending
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First, Understanding Your Pay Cycle
To determine your pay cycle, view the “Week Ending” date in your Timesheet page
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Path: Main Menu > Time & Expense Entry > Contractor >
Enter Time & Expense
BEACON Time & Expense Entry Path
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Path: Main Menu > Self Service > Time & Expense Entry
BEACON T&E Landing Page
• Your name, ID
• Week Ending*
• Start date,
department
• Instructions
• Time & Expense
entry section
*Week Ending reflects your payroll cycle
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Time Entry in BEACON (1)
Go to: Main Menu > Time & Expense Entry >
Contractor > Enter Time & Expense
Click “Previous Week” or “Next Week”
Select Time Reporting Code (TRC) – Regular
• Enter all time as “Regular” -- BEACON will calculate regular time vs overtime.
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Time Entry in BEACON (2)
Enter number of hours worked under corresponding date
Click “Save”
• If you did not work during the week, check the “No hours” box at the left,
bottom of the screen; you cannot submit zero (0) hours for the entire week
Once you click Save,
BEACON will sum your Total
weekly hours and an
Attachment icon will appear
NOTE: Your timesheet has
not yet been submitted at this
point
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Approved Time Sheet (ATS) – An ATS is any electronic or
hard copy timesheet that lists the number of hours you’ve
worked each day and is approved by a client manager.
1. Complete your time sheet weekly by your week-ending
day. • If the client has an internal time sheet system, complete it, have
it approved, take a screen shot, and save it
• If the client does not have an internal time sheet system, fill out
the Artech timesheet, get it signed by the client manager, and
scan it
2. Save the file without spaces or symbols in the file name
3. Upload your ATS into BEACON (see the following slides
for step-by-step instructions)
Preparing Your ATS
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Time Reporting using ATS (Claim)
1. Enter your time in the client’s ATS system, such
as IBM Labor “Claim”
2. Take a screen shot of your ATS or Claim entry
• Make sure your time sheet is Submitted, not just Saved
3. Enter your time in BEACON (see the following slides)
Feller, R.
Feller, R.
(Jean Kelly)
(Jean Kelly)
(Jean Kelly) (Jean Kelly)
Speed Raiser
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Attach ATS or Claim Sheet
Click “Attachment” at the bottom of the screen
A new window will open. Choose “Timesheet” in the
Type drop down menu, then click “Add”
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Upload & Save
In the pop-up window, click “Browse” and “Upload”
ATS screen shot Speed Raiser
Click “Save” when all hours for the week
are visible and Claim sheet is uploaded
Click “Save” and “Return to Timecard”
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Submission
DO NOT click Submit yet if you also have to enter expenses
for that week
• See the following section for instructions on entering expenses
Click “Submit” only after the below have been entered and
saved
All hours for the week
Your approved timesheet (ATS/Claim) screen shot
Your consolidated expense amount
Your approved expense form (if applicable)
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Timesheet Submission Errors
You cannot modify Timesheet entry fields once they have
been submitted.
If you notice there is an error in your timesheet entries after
clicking Submit:
1. Send an email to [email protected] requesting to have your
Timesheet rejected.
2. Your Timesheet entry will be reset
3. Go back into BEACON, enter the correct time, Save, and Submit.
NOTE: You can upload new attachments at any time, including
timesheet approvals, receipts, and expense approval
documents.
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Monthly Timecard View
Path: Main Menu > Self Service > Time Reporting >
View Time > Time and Labor Launch Pad
Note: The hours you submit will not appear immediately. Submitted hours will be
updated once the payroll has been processed.
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Submitting Expenses
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Submitting Expenses in BEACON (1)
Path: Main Menu > Time & Expense Entry > Contractor >
Enter Time & Expense
1. Click “Next Week” until the TRC drop down menu becomes active
2. Choose “Other” in the TRC drop down menu or “+” to add a new row
3. Enter the consolidated total for the week as approved by your
manager
4. Click “Save”
Speed Raiser
Expenses for XYZ
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Submitting Expenses in BEACON (2)
NOTE ON
ATTACHMENTS: Your
attachment filename
should not include
spaces or symbols
My Timesheet :- )
is NOT GOOD
Mytimesheet030512
is GOOD
5. Upon clicking Save, an “Attachments” link appears
6. Click on Attachments and a new window opens (below)
7. Select “Expenses” under Type, and enter a Comment
8. Click Add
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Submitting Expenses in BEACON (3)
Speed Raiser
NOTE: Your expense is not yet submitted at this point
9. In the pop-up window, click “Browse,” select the approved expense
form, “Upload” it, and click “Save”
10. The file name will appear in the Attached File field. To confirm it is the
correct file, press and hold the Control key on your keyboard and click
“View.” Your attachment will appear (you must disable your pop-up blocker)
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Attachment List
If you have attachments for your timesheet, expenses and/or receipt,
they will be listed in the Attachment page
Your Name 1234567
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Submitting Expenses in BEACON (4)
11. Click “Return to Timecard”
12. Click “Submit” – this will submit both your expenses and time.
13. A check mark will appear in the Submitted field to confirm you’ve
submitted your expenses
Always click Save upon entering or updating time or expenses.
Make sure you enter your time for that week before clicking
Submit. Time can be entered before or after expense entry as
long as you do not click the Submit button.
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Expense Submission Errors
You cannot modify Expense entry fields once they have
been submitted.
If you notice there is an error in your expense entries after
clicking Submit:
1. Send an email to [email protected] requesting to have your
Expense rejected.
2. Your Expense entry will be reset
3. Go back into BEACON, enter the correct time or expense, Save, and
Submit.
NOTE: You can upload new attachments at any time, including
timesheet approvals, receipts, and expense approval
documents.
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BEACON Support
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For BEACON Support...
Contact your Talent Management Specialist (TMS)
Email us at [email protected].
Visit our BEACON blog page at www.theartechcircle.com
The Artech Circle is the Place where Artech Professionals Meet
Artech Values
Customer Satisfaction ► We put our clients’ needs first and strive to exceed their expectations.
Dependability ► We deliver on our commitments.
Flexibility ► We are adaptable and agile in responding to our clients’ and employees’ needs.
Integrity ► We act in all situations with the highest ethical standards and clarity of communications.
Respect ► We value our clients, employees and partners.
Teamwork ► We collaborate to build sustainable growth for our company and our clients.
Turning Values into Actions
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Thank You!
Artech Information Systems LLC 360 Mt. Kemble Avenue, Suite 2000
Morristown, NJ 07960
www.artechinfo.com
www.TheArtechCircle.com