employee self service demo december 17, 2009 presented by: michael grisser jeanie robards

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Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Page 1: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

Employee Self Service Demo

December 17, 2009Presented by:

Michael Grisser Jeanie Robards

Page 2: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Agencies Currently on Self Service

17 currently live agencies and 16 signed up

Boll WeevilState Banking DepartmentOffice State FinanceDepartment of MinesConstruction Industry BoardOETADepartment Environmental QualityHealth DepartmentCompSourceOKOSEEGIBOffice Personnel ManagementCourt of Criminal AppealsOK Commission for Teacher PreparationMerit Protection CommissionState Auditor and InspectorOK State Board of Medical LicensureCareer Tech

Page 3: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Legislation Passed June 2009

HB 1111Legislation

As of July 1, 2010, the Office of State Finance shall make available and each executive state agency shall make available to all state employees a centralized web-based system to access their personal employment and compensation-related information.

Status February 2009 – OSF completed steps necessary for agency use of Employee Self ServiceOctober 2009 – 17 State agencies are live on the Employee Self Service

Next StepsAgencies to obtain approval to use the system and coordinate with OSF for rollout

Page 4: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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What CORE Will Provide

Employee Self Service Manual available on CORE webpage

FAQ’s available upon request

Communications developed to use to send to employees

Page 5: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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EARLY Adoption of Self Service

To avoid the rush in meeting the July 2010 legislative requirement, please schedule your Self Service go-live date as soon as possible.

To request Employee Self Service for your agency:

Please open a ticket with the OSF Helpdesk 405 or 866 521-2444

Page 6: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Demo

Jeanie Robards

Page 7: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Objectives

Sign On and NavigateUpdate Records

Phone Number

Email Address

Emergency Contacts

View Records Personal Information Summary

Paycheck

Voluntary Deductions

Direct Deposit

Compensation History

Page 8: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Overview

Personal InformationPersonal Information Summary

Phone Numbers

E-mail Addresses

Emergency Contacts

Payroll and CompensationView Paychecks

Voluntary Deductions

Direct Deposit

View Compensation History

Page 9: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Step I – Signing Into System1. Call the Office State Finance Help Desk to activate your Employee Self

Service Account

2. OSF Help Desk Phone Numbers: 405 521-2444 or 866 521-2444 (Toll Free) 

3. Open your Internet web browser – Explorer

4. Enter Employee Self Service Link: https://corehr.ok.gov/psp/mrhri/?cmd=login&languageCd=ENG 

You may see a security alert message; click to proceed. 

The PeopleSoft sign-in page will appear:

Page 10: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Step I – Signing Into System (cont.)• Enter your User ID and the Password supplied by the OSF Help Desk.

User ID and Password are case sensitive.• User ID – your 6 digit Employee ID• Password: – The initial password will be provided by the OSF Help Desk.• OSF Help Desk Phone Numbers: 405 521-2444 or 866 521-2444 (Toll

Free).• Click

• NOTE: Passwords always appear as asterisks in the display as you type them. If the password is entered incorrectly three (3) times, ESS will automatically lock out the user. After the initial log in, if you stop before the third incorrect entry, you may still use the Forgot Your Password link to reset your password. To have your password reset due to lock out, call the Office of State Finance Help Desk Phone Numbers are 405 521-2444 or 866 521-2444 (Toll Free). 

Page 11: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Step I – Signing Into System (cont.)

Click here to change password link.

Page 12: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Step I – Signing Into System (cont.)

Change Password – at least 8 (eight) characters and contain at least one (1) number. Password will expire every 90 days, or if user has not entered the system in 90 days. Click Change Password

Page 13: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Step I – Signing Into System (cont.)

Click

Page 14: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Step I – Signing Into System (cont.)

Home will take you to first page.

Sign Out will log you out.

Help is not functional at this time.

Page 15: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Step II – Changing your System Profile

Click My System Profile link

Click Change or set up forgotten password help link. This process must be completed for the password to be reset.

Page 16: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Step II – Changing your System Profile (cont.)

Choose Question and answer and click and click .

Page 17: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Personal Information ComponentsNavigation: Self Service > Personal Information > Personal Information Summary

Page 18: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Personal Information Changes

Phone Numbers

E-Mail AddressThe employee’s agency e-mail address MUST be entered within the HR system, (and can be entered here by the employee), for CORE workflow and automatic messages to be received.

Emergency Contact

Page 19: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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View Only Access

View PaycheckGeneralTax DataPaycheck SummaryEarnings and TaxesBefore Tax Deductions, After Tax Deductions and employer Paid BenefitsNet Pay DistributionLeave Balances

Page 20: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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View Paycheck

Page 21: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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View Paycheck - General

Page 22: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Tax Data

Page 23: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Paycheck Summary

Page 24: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Earnings and TaxesThe YEAR-TO-DATE information will only be available on the most current entry. The Employee Self Service administrator for each agency will need to remind employees in December to print out their end of year information for tax purposes, BEFORE January payrolls are processed.

Page 25: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Before Tax Deductions, After Tax Deductions and Employee Paid Benefits

Page 26: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Net Pay Distribution

Page 27: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Leave Balances

Only agencies currently utilizing the PeopleSoft Leave System will be able to view leave balances.

The balances represent hours.

Page 28: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Leave Accrual Report

Page 29: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Voluntary Deductions

Page 30: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Direct Deposit

NOTE: Edit, Delete and Add Account has been grayed out.

Page 31: Employee Self Service Demo December 17, 2009 Presented by: Michael Grisser Jeanie Robards

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Compensation History

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Conclusion

Questions?