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Employee Self Service (ESS) Document Self Service (DSS) User Guide

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Page 1: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

Employee Self Service (ESS)

Document Self Service (DSS)

User Guide

Page 2: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

Welcome to Employee Self Service (ESS) &Document Self Service (DSS)

During this year’s Open Enrollment period, Monday, November 9, 2015

through Friday, November 27, 2015, all employees will be required to

review/update/enroll the following items:

Personal Data Information

Dependent Data Information

Spouse Medical Coverage Information

Self-Identify Disabilities

Elect/Waive Benefit Coverage

Delivery Method of W2’s & 1095-C Form

Failure to complete these items may result in you or your

dependents being terminated from the medical coverage.

Page 3: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

Please review the instructions and screensthat follow for information on how to accessthe Lawson Employee Self Service (ESS) andDocument Self Service (DSS) system thatgives employees secure access toPersonal/Benefit/Payroll information andElectronic Delivery of tax documents.

Page 4: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

The current version of Lawson Employee Self Service supportsInternet Explorer versions up to and including version 9 (No otherbrowsers are supported at this time). If you see this error messagewhen accessing the Employee Self Service application, it means thatLawson ESS does not support your version of Internet Explorerwithout making some changes to your settings:

Page 5: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

To make these changes to allow your Internet Explorer to work withESS, go to the “Tools” drop-down menu at the top of the screen:

Then choose “Compatibility View Settings”

Page 6: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

You will see the URL for ESS already populated in the “Add this website:”field. Click the “Add” button:

Then click the “Close” button.Then the Lawson Employee Self Service application will load.

Page 7: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

Open Enrollment Requirements Spouse Employment/Coverage:

Employee must attest whether their spouse is

employed or not and if their spouse has medical

coverage available through their employer or former

employer.

Dependents:

Employees must provide social security numbers for

all dependents if they are or are not listed on the medical

plan as a requirement under the Affordable Care Act

“ACA”

Page 8: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

Open Enrollment Requirements Disability Self Report:

Employees need to review and complete. The name

field has limited space, so you can use your initials if

needed.

Beneficiary:

Please assign a beneficiary for life insurance plan

that you are enrolled in. “Distribution Type” needs to be

percent “Amount” will be 100 if you only have one

beneficiary. You may also add a Contingent beneficiary if

needed.

Page 9: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

Open Enrollment Requirements Employee Form 1095-C & W2

Employees will need to elect if they wish to receive

these forms electronically through ESS/DSS or a

paper copy.

Benefit Enrollment:

Part-time employees will be given the option to

purchase or waive coverage.

Casual, Per Diem and Seasonal Employees will be given

the option to purchase medical insurance at full cost or

choose to waive coverage.

Page 10: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

Open Enrollment RequirementsVoluntary Benefit Elections:

1. Vision

2. Unum Critical Care

3. Unum Accident Insurance

4. Unum Whole Life Insurance

5. Short Term Disability

6. Flexible Spending Account (FSA)

Employees must contact Jessica Watzek (304) 399-7475

or [email protected]

Page 11: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

How To Access ESS/DSS From Work

Intranet page

Page 12: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

How To Access ESS/DSS From Home

www.st-marys.org

Scroll down the right sideof the page until you seeEmployee Portal click onEmployee Portal

Page 13: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

How To Access ESS/DSS From Home

The Employee Portal Link will take you to the “St. Mary’s Employee Portal

page where you will click the “ESS” link:

Page 14: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

Logging In To ESS/DSS:

At the User Name prompt in the Lawson login screen, enter your User Name and Password:

User Name:This User Name will be the same as your SMMC Network User ID, or Soarian User Id(Please see your Manager for your user name if you need to)

Password: (Upper Case) {First initial + Last Initial + Last 4 of your SSN} such as: AB1234).

Page 15: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

Logging In To ESS/DSS:

If you see this message, just choose OK(will sometimes appear upon first login):

After you log in successfully you will needto answer at least 3 security questions sothat you will be able to reset your ESSpassword in the event you forget it: (thisscreen will appear each time you log in untilyou answer these questions)

Page 16: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

Navigating ESS:

You will see “Employee Self Service” on the left side menu whereyou can find you Document Self Service, Benefits, Pay and PersonalInformation.

Page 17: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

Navigating ESS:

The first bookmark you will want to click on is Personal Information

Page 18: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

Navigating ESS:

You will then individually click on each of the following tabs and updateeach screen. Once you have completed all the tabs click the Parent Menu taband it will take you back to the home screen of Employee Self Service.

Page 19: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

Navigating ESS:

Clicking on “Benefits” will bring you to the Benefits page where you would selecteach tab individually to review and update.

Page 20: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

Navigating ESS: Beneficiary Tab: You will need to assign your

beneficiaries for the Life Insurance plans that you haveelected.

Current Benefits Tab: Will show your current benefit

elections.

Benefits Enrollment Tab: Will walk you throughbenefits open enrollment process. If you need

assistance with this process please contact:

Jessica Watzek 399-7475 Jamie Jeffrey 526-1045

or Monica Bowman 526-8997.

Page 21: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

Navigating ESS:

To go Back, you would click the“Parent Menu” link under the Benefitstab.

To view Pay information, click the“Pay” link: Then Click “Pay Checks” as

shown:

Page 22: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

Navigating ESS:

Here you will see each of your paychecks:

Clicking on the Payment Date

will show you the detail of eachPay:

Clicking on “Printable Pay Stub”will open a printer-friendlywindow:

Page 23: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

Navigating ESS:

To Print the Page, Choose“File” and “Print” From thedrop-down menus at the topof the page:

Page 24: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

Navigating DSS1095-C and W-2 Authorization Election Steps

In order to receive your 1095-C and W-2 via oursecure company website www.st-marys.org click onthe Employee Portal Link which will direct you to theEmployee Portal then select the ESS icon.

From the intranet you would click on the EmployeePortal link.

Page 25: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

Navigating DSSHow do I authorize to receive my 1095-C and W-2

electronically?

Click the Authorization Required link in the left menu.

Read W-2 Authorization/1095-C message displayedon screen.

Print a Test page by clicking Print Test button.

Click Tax Document in PDF Format/1095-CDocument in PDF Format link in the Print Testwindow to verify you can open.

Page 26: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

Navigating DSS Print the sample W-2 PDF/1095-C file via Adobe Reader.

After successfully printing the sample W-2/1095-C, clickYES in the Print Test window.

Click I Agree button to accept the authorization messagedisplayed on the screen.

Choose YES for Web Delivery to indicate you would liketo receive your W-2/1095-C electronically (if it is notalready selected). NOTE: You will be prompted to entera secondary email address if the primary email addressis blank.

Page 27: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

Navigating DSS Choose NO for Paper Delivery.

IMPORTANT: Click Submit to submit yourselections. You will not be fully authorized if you skipthis step. NOTE: If you complete all of the stepsabove, you will see a green checkmark next to theword “Authorized” in the left menu indicating that youhave completed the authorization steps.

Page 28: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

Password Management

The “Password Management” Link will allow you to change yourpassword, or reset it in case you have forgotten it (once you haveanswered at least 3 security questions):

It is strongly recommended that you change your password when youaccess the ESS system the first time.

Page 29: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

Logout Please be sure to Logout when you are finished viewing your

information to keep it secure:

Page 30: Employee Self Service (ESS) Document Self Service …smmc-ess.st-marys.org/Resources/ESS Instructions_11_08_15...Welcome to Employee Self Service (ESS) & Document Self Service (DSS)

ESS/DSS Assistance:

Please call the Information Systems Helpdesk andopen a support ticket for assistance in resetting yourpassword at 526-1267.

Please contact Jessica Watzek 399-7475, JamieJeffrey 526-1045 or Monica Bowman 526-8997 forassistance in the Open Enrollment process.

We hope you enjoy using this new tool to accessyour information timely and securely.