employee self service guide 091204 - columbia...

People @ Columbia

Faculty & Staff Self Service Training Guide

October 2004 Version 1.0

Faculty & Staff Self Service HRMS301 October 2004, Version 1.0 Copyright © 2004 by Columbia University All rights reserved. This document may be reproduced or reprinted, in whole or in part, without permission as long as the above copyright statement and source are clearly acknowledged. This publication or any reproductions may not be sold. Copyrights, trademarks, and service marks referred to in this documentation are the property of their respective owners.

COLUMBIA UNIVERSITY INTRODUCTION I PROPRIETARY AND CONFIDENTIAL

IN T R O D U C T I O N S E C T I O N 1 – G E T T I N G S T A R T E D

Overview information regarding desktop computer requirements, accessing the application, and resources for help.

Step-by-Step procedures for signing in and out, navigating, and printing.

Appendix with common error messages and troubleshooting tips.

S E C T I O N 2 – U S I N G S E L F S E R V I C E

Step-by-Step guide for updating your addresses, phone numbers, and emergency contacts, viewing your benefits summary, viewing your pay statement online.

Appendix with pay calendars and pay advance opt out form.

OCTOBER 2004 FACULTY & STAFF SELF SERVICE

COLUMBIA UNIVERSITY GETTING STARTED 1 PROPRIETARY AND CONFIDENTIAL

SE C T I O N 1 – GE T T I N G ST A R T E D

T O P I C S

Objectives 2

Overview

A. Desktop Minimum Requirements 3 B. Obtaining Access to PeopleSoft 5 C. Resources for Help and Information 6

Step-by-Step Procedures

A. Signing In and Out 7 B. Navigating Faculty and Staff Self Service 10 C. Printing 13

Key Points 14

Section Review 15



O B J E C T I V E S In this section, you will learn how to: Determine if your computer meets the minimum requirements.

Obtain access to PeopleSoft.

Contact resources for help and information.

Sign in and out of the application.

Use navigation elements.

Print your online information.



O V E R V I E W A. Desktop Minimum Requirements The Faculty and Staff Self Service application enables you to view your personal, benefits, and payroll information via a web browser. In order to use the application your desktop computer needs to meet the minimum and recommended desktop requirements as listed below.

Hardware Minimum Requirements The PeopleSoft application requires either a Windows or an Apple computer. Listed below are the minimum and recommended specifications for a desktop computer to run the Faculty and Staff Self Service application.

Windows Computer

Hardware Configuration Considerations

Intel Processor Pentium 266MHz

Minimum speed requirement only for self service users. (500 MHz RECOMMENDED)

Memory 64MB

Memory needed for OS, plus 10MB for each internet window the user has open. (128MB RECOMMENDED)

Disk space Minimal disk space for swap files Less free disk space will reduce performance of the machine overall.

Devices SVGA controller and display

800 x 600 resolution or higher (1024x768, 16 bit color RECOMMENDED)

Network Interface Card Must connect to the Internet Mouse pointing device

Macintosh Computer

Hardware Configuration Considerations

Motorola Processor

Power PC Minimum speed requirement only for self service users. (PowerPC G3 RECOMMENDED)

Memory 64MB Memory needed for OS, plus 10MB for each internet window the user has open. (128MB RECOMMENDED)

Disk space Minimal disk space for swap files Less free disk space will reduce performance of the machine overall.

Devices Apple video card and a display 800 x 600 resolution or higher (1024x768, 16 bit color RECOMMENDED)

Network Interface Card Must connect to the Internet Mouse pointing device



Software Minimum Requirements The PeopleSoft application requires specific operating system, web browser, and Adobe Acrobat Reader combinations on certain hardware platforms. Listed below are the supported and tested software configurations necessary for all users.

Browser Acrobat Operating System Considerations

Internet Explorer 5, 5.5, or 6 Reader 5 Windows NT4, 2000, or XP

RECOMMENDED

Internet Explorer 6 Reader 4 Windows 98, NT4, 2000, or XP

Supported and tested configurations

Internet Explorer 5 and 5.5 Reader 4 Windows NT4, 9x, or 2000 Supported and tested configurations Internet Explorer 5 Reader 4 Mac OS 7.6.1+ Supported and tested configurations Netscape Navigator 6.2 Reader 4 Windows 9x, NT4, 2000,

XP, Mac OS 9/X Supported and tested configurations

Netscape Communicator 4.7x Reader 4 Windows NT4, 9x, 2000, Linux, UNIX, Mac OS 7.6.1+


Netscape 7 Reader 4 Windows NT4, 2000, XP, Linux, UNIX, Mac OS 9/X


Desktop Computer Support Resources To download the latest browsers or troubleshoot browser install/upgrade issues, please visit the AcIS web site at http://www.columbia.edu/acis/software/inet/ or call 212-854-1919. If you are on the Medical Center campus, please call Take Five at 212-305-HELP. As a reminder, all critical updates to the operating system and browser need to be installed and kept current.



B. Obtaining Access to PeopleSoft

Access to PeopleSoft Columbia University faculty and staff will have access to PeopleSoft. This includes current Officers of Research (who have an appointment), Libraries, and Administration, Support Staff, Members of Collective Bargaining Agreements, Casuals, Work Study, and Temporary employees as well as retirees. Your Sign In UNI and Password All Columbia University employees are automatically assigned a unique University Network ID (UNI) when they are hired. You will use your active UNI and its associated Password to sign in to Faculty and Staff Self Service. The UNI is managed by the Academic Information Services division of the Libraries department. For information on activating your UNI, you can either visit the AcIS UNI web page at http://www.columbia.edu/acis/accounts/create/current.html (see screen shot below) or call their Help Desk at 854-1919.



C. Resources for Help and Information

Personal Information, Employment Information, Payroll Please contact your Supervisor, Manager, or Department Administrator for assistance. If your Department Administrator is not able to resolve your issues, please contact the Human Resources Process Center Help Desk.

HR Process Center Help Desk Phone: 212-851-2888 Email: [email protected]

Benefits

Morningside, Lamont & Nevis Campuses – Faculty & Staff Services Phone: 212-870-3074 Email: [email protected] Web: http://www.hr.columbia.edu/hr/

Medical Center Campus – Human Resources

Phone: 212-305-3819 Web: http://www.cumc.columbia.edu/hs/hr/

Security Access, UNI ID/Password, Desktop Computer Issues Morningside, Lamont & Nevis Campuses – AcIS Help Desk The AcIS Help Desk is the first point of contact for both academic and administrative users around the University. Users can walk-in, phone, or email issue to AcIS for troubleshooting.

Location: 102 Philosophy Hall Walk-In Hours: Monday – Thursday from 10:00 a.m. to 5:00 p.m., Friday from 12:00 p.m.

to 5:00 p.m. Phone Hours: Monday – Friday from 9:00 a.m. to 5:00 p.m. Phone: 212-854-1919 Email: [email protected] Web: http://www.columbia.edu/acis/support/

Medical Center Campus – CUMC Help Desk 5-HELP (5-4357) is the new one stop call center for Columbia Medical Center staff, faculty and students that offers 24X7 technical assistance. The Medical Center community should call 5-HELP first for all technical support.

Hours: 7 Days a Week, 24 Hours a Day Phone: 212-305-4357 (HELP) Email: [email protected] Web: http://www.cubhis.org/5help.html



S T E P - B Y -S T E P P R O C E D U R E S A. Sign In and Out Before you sign in to the application please confirm the following:

Your computer meets the minimum hardware and software requirements.

You have an active University Network ID (UNI). If you do not know whether you have an active UNI, please refer to the Overview-Obtaining Access to Faculty and Staff Self Service section of this guide for information about your UNI.

1. Sign In

Use your University Network ID (UNI) and Password.

a. Open your web browser. Your web browser home page appears.



b. In your Address Bar, enter https://my.columbia.edu . Press the Enter key.

The myColumbia home page appears.

c. Click on the link “Log in with your Columbia UNI”. The Portal Log In page will appear. Enter your UNI and UNI Password, and then press the Login button. You will be logged into myColumbia, a user interface that brings together access to key information and services into one common place.

d. Click on the “Faculty & Staff” tab.

e. In the lower left corner of the page, under Tools, is a link to People@Columbia — Self Service. To understand the new self service features, we recommend that you click on the link to the People@Columbia Guide to Self Service and read it before using the online self services.

f. When you are ready to access the new self services, click on the appropriate link to view your personal, benefits, and pay information.

Note: If you have difficulty logging into myColumbia, you can alternatively access these self services online directly at https://pac.enterprise.columbia.edu/ .



Time Out For security purposes, the PeopleSoft application automatically logs you out of the application after a fifteen-minute period of inactivity. However, two minutes before your session timeout, the system provides a warning that your browser session is about to expire. You then have the option of continuing with your current session by clicking the OK button in the warning message. If you do not respond within two minutes, the session ends and the expired connection page opens. To return to your application, click the Return to PeopleSoft 8 Sign In link. The Sign In page appears and you can sign in to the application.

2. Sign Out While working in PeopleSoft, multiple windows may be opened. When you are done, be sure to sign out and close each open window. This will prevent other people who use the computer from being able to access your information.

a. Click the Sign Out link, which is located in the upper right corner of the PeopleSoft window.

b. Check to see if you have any open PeopleSoft windows; if you do, then close them.



B. Navigating Faculty and Staff Self Service Using the Faculty and Staff Self Service application is similar to browsing web pages, which provides a simple, intuitive way of working with information in a database. There are four types of navigation.

A navigation menu is similar to the Windows Explorer menu found on Windows 95, 2000, and XP computers. It is located on the left side of every page.

A navigation header that is at the top of every page and includes the following navigational tools: Home, Add to Favorites, and Sign Out.

Components contain groups of pages similarly, to how file folders contain groups of pages. Pages display information about a specific topic like your personal information or benefits.

1. Navigation Menu The navigation menu is located on the left side of the window. The menu consists of a folder with three sub-folders that contain pages of information organized by topic. Expanding and collapsing these folders is the primary means of getting around the application. Use the button in the top right corner of the menu to minimize the navigation menu. The refresh button returns the menu to the home state. Use the Search field at the top of the Navigation Menu to search for a page in the application.

1. Navigation Menu

4. Page Bar 2. Folder

Page

Minimize Refresh Button Button

Search

Sub-Folders

3. Navigation Header



2. Folders and Pages Folders consist of sub-folders that contain groups of pages on a specific topic. There are links at the bottom of some pages to move to a related page or a parent page.

Linking to Related Pages You will see pages that have links to related pages like their parent page. The related links often but not always appear at the bottom of the page. For example, you might see the phrase "Go to:" along with the related links at the bottom of a page. This convenience enables you to move easily to related pages to enter data without going through the navigation menu again.

Using Buttons and Keyboard Shortcuts There are many useful buttons and keyboard shortcuts to help you process transactions. If the action is truly an action, such as save or edit, it appears as a button. In general, if the action to be performed is related to navigation, it appears as a link, which you can click to move to another page. The section below outlines the most common buttons and keyboard shortcuts.

Buttons The following buttons are used for processing your data transactions.

Click to add new data.

Click to edit existing data.

Click to save your data. If you attempt to leave the page without saving by clicking another folder from the navigation menu a save warning appears. Click OK to return to the page to save your changes. Click Cancel to exit the page without saving. There are, however, other ways to exit a page. In these cases, the system issues no save warning: Clicking the Back button in the browser menu. In some browsers, you can return to the page with your edits intact by clicking the Forward button. Closing the browser session.

Click to cancel the data you entered.

Click to delete the data that you entered.

Keyboard Shortcuts There are a few keyboard navigation alternatives to using the mouse. When the keyboard shortcut is pressed, the designated actions occur. The following lists the button and hot keys most commonly used in the application.

Action Keyboard Description Keyboard Shortcut List

CTRL+K When on a search or data page, accesses a page with a list of keyboard navigation shortcuts using hot keys and access keys.

Open/Close Navigation Menu

CTRL+Y Toggles the navigation menu between collapse and expand.

Open Navigation Menu Search

Ctrl+ Z Accesses the menu search box.



3. Navigation Header The navigation header is located at the top of each page and contains three links.

Navigation Header Link Description Home Click on the home link to return to your homepage.

Sign Out To sign out of the application, click the sign out link in

the top right corner of the window, you will be returned to the Sign In page. Important! For security purposes, it is important that you sign out when you are finished with your PeopleSoft session rather than simply closing the browser window. Other users may be able to access your cached homepage if you do not sign out properly.

4. Page Bar Just below the navigation header sits the Page Bar, which is a series of links and buttons. Not all options may be available for each component.

Page Bar Item Description New Window Opens a new browser window.

Help Opens the online PeopleBooks help for the specific

transaction page that is displayed. Customize Page Enables you to control the initial display of the page.

Opens the Page Customization page where you can do the following: Select the initial page to be displayed. Customize the page field tabbing order.

http Copies the current page URL to the clipboard so that it is available for pasting in emails or other applications.



C. Printing

1. From a Web Browser Sometimes you may need to modify your web browser page setup margins to be able to print wide pages properly (see Pay Statement below) or to switch the print orientation to landscape.

a. Go to your web browser’s File menu and click on Page Setup.

b. The Page Setup page appears.

2. Pay Statement The Pay Statement is a wide page so print it out on a single 8.5 by 11 sheet, you will need to change your web browser page setup margins to the following values: left .5, right .5, top .5, bottom .5. Alternatively, you can minimize your Navigation Menu and it should print fine with out making the margin changes.



K E Y P O I N T S After completing this section, you should be able to: Determine if your computer meets the minimum requirements.

Obtain access to PeopleSoft.

Contact resources for help and information.

Sign in and out of the application.

Use navigation elements.

Print your online information.



S E C T I O N R E V I E W

1. The UNI is: a. A Universal Networking Instruction that makes web pages work. b. The French word for the number one. c. A unique employee ID that is required to access self service. d. None of the above. Answer: _________

2. There are a number of resources that can answer questions you encounter using the application including technical help desks, your departmental administrator, and web sites. Select one: True or False Answer: _________

3. If you are inactive in the application for over twenty minutes, you will need to sign in again. Select one: True or False Answer: _________

4. Navigation folders are located on the right side of the application window.

Select one: True or False. Answer: _________

5. If you attempt to leave the page without saving by clicking another folder from the navigation

menu a save warning appears. Select one: True or False Answer: _________


COLUMBIA UNIVERSITY USING SELF SERVICE 1 PROPRIETARY AND CONFIDENTIAL

SE C T I O N 2 – US I N G SE L F SE R V I C E

T O P I C S

Objectives 2 Self Service Step-by-Step 3

A. Update Personal Information 3 1. Addresses 5 2. Phone Numbers 7 3. Emergency Contacts 9 4. Email Addresses, Marital Status, and Employee Information 11

B. View Benefits Summary 12 1. Medical 13 2. Dental 14 3. Life 15 4. Long Term Disability 16 5. Tax Deferred Annuity or 401k 17 6. Retirement Savings Plan – Employer Only 18 7. University Spending Account 19

C. View Payroll Information 20 1. Pay Statement 21 2. W-4 Tax Information 23

Appendix 24

A. Pay Calendar for 2004-2005 24 B. Earnings Codes 28 C. Deduction Codes 31

1. Payroll Deductions 31 2. Benefits Deductions 35

Key Points 39

Section Review 40



O B J E C T I V E S In this section, you will learn how to: Update your street addresses, phone numbers, and emergency contact information.

View additional personal information.

View your current benefit enrollment summary.

View your past or future benefit enrollments.

View your pay and compensation history.

View and update your W-4 tax information.



S E L F S E R V I C E S T E P - B Y -S T E P PeopleSoft HRMS combines disparate, non-integrated legacy Human Resources systems into one fully integrated application. It provides simple, quick access to the information that directly affects you, enabling you to easily update your own personal information, check benefits selections, update tax information, and print your paycheck information. Your historical information will begin as of October 4, 2004 and will be available for up to three years. No prior historical information is available before this date.

A. Personal Information You can use the Personal Information Summary self-service pages to review, add, update, or delete personal information. You can edit your addresses, phone numbers, and emergency contact information. Other personal information such as name, marital status, and email address are view only.

From the left navigation menu, click on the following folder path Faculty and Staff Self Service > Personal Information > Personal Information Summary

Your Personal Information page appears.

Joan Library

Joan Library

212/234-2039 212/854-5694



Personal Information page continued



1. Addresses a. In the Addresses section, you can verify/change your addresses.

b. Click on the Change Addresses button.

The Addresses page appears.

c. Use the Address Type field to identify the address that you are entering, there are four address types:

Address Types Description

Home

Your Home Address indicates where your W-2 statements will be mailed. If your new Home Address reflects a move in/out of New York City or Yonkers, or a change in Home State, you may need to complete new Tax Forms. See your Departmental Administrator after submitting any changes.

Mail Do not add a Mailing Address if it is the same as your Home Address. Enter a Mailing Address, ONLY if you want mail to be sent to a different address than your Home.

Office (CU Office) This is your primary work location.

Office #2 (CU Office #2) Use this field if you have a second work location.

Helpful Hint: If you are also a Student at Columbia and you are changing your home and/or mailing address, please make sure you visit Student Services online to make your changes in their system as well. Also, if you are an International Student claiming tax-treaty benefits, use the Home address to indicate your non-US address and use the Mail address type to indicate your local US address. All US tax forms will be sent to your Mail address.

Joan Library



d. The Status field indicates whether the address is current or will be made active at a future date, that is listed in the As Of field.

e. To edit an existing address, click on the Edit button next to the address that you want to update.

The Edit an Existing Address page appears.

Helpful Hint: The Mail Code field is used for CU Office Addresses and is limited to four digits.

f. When you are finish entering the information for your address, click the Save button at the bottom of the page.

g. To add a new address, go back to the main Addresses page, select the Address Type, and click the Add button

The Add a New Address page appears.

h. When you are finish entering the information for your address, click the Save button at the bottom of the page.

Note: Once a month employee address changes are forwarded to health plan vendors (except Aetna HMO and HIP HMO), and the USA & TPRP accounts administrator (EBPA). You will need to notify all of your other benefits vendors directly.



2. Phone Numbers

a. Click on the Change Phone Numbers button.

The Phone Numbers page appears.

b. There are seven Phone Types:

c. Click on the Add a Phone Number button to enter a new phone number. The Add a Phone Number page appears.

Phone Types Description CU Office Use this for your primary Columbia Office phone.

CU Office Fax Use this for your primary Columbia Office fax.

Cellular Your work cellular phone number.

Home Your primary residential phone number.

Office #2 If you have a second work location, use this phone type.

Office Fax #2 If you have a second work location, use this fax type.

Pager 1 Your work pager number.

212/234-2039

212/854-5694

Joan Library

212/234-2039

Joan Library

212/854-5694



d. When you are finish entering the information for your phone number, click the Save button at

the bottom of the page.

e. To delete a specific phone number, click on the Delete button next to the number you want to remove. The Delete a Phone Number page appears.

f. If you are sure that you want to delete the phone number, click the Yes - Delete button at the

bottom of the page. The Phone Numbers page appears.

g. When you are finish entering the information for your phone number, click the Save button at the bottom of the page.



3. Emergency Contacts

a. Click on the Change Emergency Contacts button.

The Emergency Contacts page appears.

b. To enter an emergency contact, click on the Add an Emergency Contact button.

Joan Library

Joan Library



c. In the Contact Name field, enter the name of your emergency contact. d. In the Relationship to Employee field, select the appropriate relationship. e. If the contact has the same, home address and/or home phone number as you, then check the

box. f. If the contact has a different home address then click on the Edit Address link and enter your

contacts address. The Edit Address page appears.

g. If the contact has a different home phone number then enter it in the Telephone field. h. If you would like to add an additional contact phone number then click on the Add a Phone

Number button. The Other Telephone Numbers fields become active. Enter a phone type and number for your contact.

i. When you are finished entering the information for your emergency contact, click the Save button at the bottom of the page.



4. Email Addresses, Marital Status & Employee Information a. The Email Addresses section displays your official Columbia email address. You may also have

a department/school email address but it is at the address below that you will receive all official communications from Columbia University.

b. To use an email address other than your official Columbia email account, you will need to forward your official Columbia email account to the other account. To forward your email go to http://www.columbia.edu/acis/email/delivery/, click the change my forward settings button and follow the AcIS online instructions.

c. The Marital Status section displays your status.

d. The Employee Information section displays your Gender, Date of Birth, Social Security Number, Original Hire Date, and Highest Education Level.

Helpful Hint: If any of this information is incorrect, please contact your supervisor, manager, or departmental administrator.

[email protected]

771-09-2039

Female



B. Benefits Summary The Benefits Summary page provides you information on your benefits enrollments as of the date selected. You can view plan information by clicking on the links from this page.

You can also find more specific plan information and options, as well as copies of “Benefits in Brief”, on the CUHR website at http://www.hr.columbia.edu/hr/html/benefits_overview.html or by contacting Faculty & Staff Services at the Office of the VP of Human Resources, Benefits and Compensation Department at 1901 Interchurch Center, by phone at 212-870-3074 or by email at [email protected].

Covered Dependent In this section, on the health benefit plans page, you can review your dependent(s) covered under the benefit plans for which you are enrolled. To change or update information about eligible dependents, please contact Faculty & Staff Services at 212-870-3074 or via email at [email protected].

Beneficiary Designation Beneficiary designation and changes for group life insurance must be submitted in writing on a Beneficiary Designation Form available at http://www.hr.columbia.edu/hr/html/hrforms.html to Faculty & Staff Services located at 1901 Interchurch Center.

Note: For Tax Deferred Annuities, the beneficiary designation information is tracked by the respective investment carriers and changes must be submitted directly to them.

From the left navigation menu, click on the following folder path Faculty and Staff Self Service > Benefits > Benefits Summary

Your Benefits Summary page appears.

Joan Library



1. Medical a. To view your Medical enrollments, click on the Medical link and where appropriate the

Medical Domestic Partner link.

The Medical page appears.

b. To view your medical benefits as of another date, enter the date and click on the Go button.

c. To return to your benefit summary, click the link at the bottom of the page, Return to Employee Benefit Summary.

Joan Library



2. Dental a. To view your Dental enrollments, click on the Dental link and where appropriate the Dental

Domestic Partner link.

The Dental page appears.

b. To view your dental benefits as of another date, enter the date and click on the Go button.


Joan Library



3. Life a. To view your Life enrollments, click on the Life link.

The Life page appears.

b. To view your life benefits as of another date, enter the date and click on the Go button.


Joan Library



4. Long-Term Disability a. To view your Long-Term Disability enrollments, click on the Long-Term Disability link.

The Long-Term Disability page appears.

b. To view your long-term disability benefits as of another date, enter the date and click on the Go button.


Joan Library



5. Tax Deferred Annuity (TDA) or 401k Plans a. To view your TDA or 401K enrollments, click on the appropriate link (i.e. TDA or 401K).

The 403(b) page appears.

b. To view your 403(b) benefits as of another date, enter the date and click on the Go button.

c. To view your fund allocations, click the Fund Allocations link under Additional Information.

The Fund Allocations page appears.

d. To return to your savings plan summary, click the link at the bottom of the page, Return to View All Savings Plans.

The Savings Plan page appears.

e. To return to your benefit summary, click the link at the bottom of the page, Return to Employee Benefit Summary.

Joan Library

Joan Library



6. Retirement Plan – Employer Only a. To view Columbia’s contribution to your savings plan, click on the Employer Only link.

The Employer Only page appears.

b. The percentage number at the end of the Plan Name (i.e. 5/10%) represents the University contribution percentage to your retirement account.

Helpful Hint: To view a different Columbia’s contribution percentage as of another date, click the Return to Employee Benefit Summary link and follow the instruction to view your benefits as of another date on that page.

c. To view your fund allocations, click the Fund Allocations link under Additional Information. The Fund Allocations page appears.

d. To return to your savings plan summary, click the link at the bottom of the page, Return to View All Savings Plans.

e. To return to your benefit summary, click the link at the bottom of the page, Return to Employee

Benefit Summary.

See Item b

Joan Library



7. University Spending Account a. To view your Flexible Spending Accounts, click on the Flex Spending account link.

The Flexible Spending Accounts page appears.

b. To view your Flexible Spending Account benefits as of another year, enter the year and click on the Go button.


The Savings Plan page appears.

Joan Library



C. Payroll Information You can use the Payroll Information self-service pages to view your pay and compensation history, and view and update your W-4 tax information.

Paycheck Your paycheck includes earnings and deduction descriptions and segmentation of paycheck items, such as pre and post tax deductions and employer-paid benefits. You are able to view and print all of your paycheck information including pay stubs for direct deposits and checks.

W-4 You are able to directly enter tax allowances in to the system making these updates go into effect for your next pay cycle.

From the left navigation menu, click on the following folder path Faculty and Staff Self Service > Payroll and Compensation > Payroll and Compensation Home

Your Payroll and Compensation Home page appears.



1. View Pay Statement a. Click on the View Pay Statement link to access your current and prior earnings statements.

The View Pay Statement page appears.

b. Listed below are a few new fields that you may not be familiar with on the pay statement.

Earnings CodesDescription in

Appendix B

Deduction Codes Description in

Appendix C



New Pay Statement Fields Description

Employee ID This is your new automatically assigned, unique identification in the HRMS application. It is not you social security number.

Business Unit This field will always be CUBUS. This code is the high-level organization identifier for all of Columbia University.

Pay Group Grouping of employee populations for payroll purposes.

Job Title This is the general title for your position. It is not your unique Columbia title.

c. For detailed Earnings Code descriptions, go to the Appendix of this guide, Section C.

d. For detailed Deduction Code descriptions, go to the Appendix of this guide, Section C.

e. Click on the View a Different Payment link.

The View Pay Statement list of checks page appears.

f. Click on the link Pay Period End Date for the pay statement you would like to view.

The Pay Statement page appears.

g. To return to the Payroll and Compensation home page, click on the Payroll and Compensation Home link.



2. W-4 Tax Information a. Click on the W-4 Tax Information link to review and edit your federal tax withholding

exemption and amount.

The W-4 Tax Information page appears.

Helpful Hint: The federal government provides a worksheet (http://www.irs.gov/pub/irs-fill/fw4.pdf) to help you determine the appropriate number of allowances. If you are claiming more than ten exemptions, you must submit a paper copy of your W-4 form to the Payroll Department.

b. To return to the Payroll and Compensation home page, click on the Payroll and Compensation

Home link.

Joan Library 771-09-2039



A P P E N D I X A. Pay Calendar for 2004 – 2005 Pay Calendar for July 2004 to September 2004 – Weekly, Biweekly, Casuals, Monthly, Stipend & Retiree

Type PR # Period Covered Mail Closing View on Web Date Check Date

Retiree 78/12 07/01/2004 - 07/31/2004 Wednesday 06/16/2004 N/A 7/1/2004

Weekly 82/01 06/21/2004 - 06/27/2004 N/A 7/1/2004

Casual 82/01 06/21/2004 - 06/27/2004 N/A 7/1/2004

Stipend 82/01 07/01/2004 - 07/31/2004

Monday 06/28/2004

N/A 7/1/2004

Weekly 82/02 06/28/2004 - 07/04/2004 Friday 07/02/2004 N/A 7/8/2004

Biweekly 68/01 07/01/2004 - 07/14/2004 Tuesday 07/06/2004 N/A 7/14/2004

Weekly 82/03 07/05/2004 - 07/11/2004 N/A 7/15/2004

Casual 82/03 06/28/2004 – 07/11/2004 Monday 07/12/2004

N/A 7/15/2004

Monthly 78/01 07/01/2004 - 07/31/2004 N/A 7/30/2004

Retiree 78/01 08/01/2004 - 08/31/2004 Friday 07/16/2004

N/A 8/01/2004

Weekly 82/04 07/12/2004 - 07/18/2004 Monday 07/19/2004 N/A 7/22/2004


Weekly 82/05 07/19/2004 - 07/25/2004 N/A 7/29/2004

Casual 82/05 07/12/2004 - 07/25/2004 Monday 07/26/2004

N/A 7/29/2004

Weekly 82/06 07/26/2004 - 08/01/2004 N/A 8/5/2004

Stipend 82/06 08/01/2004 - 08/31/2004 Monday 08/02/2004

N/A 8/5/2004


Weekly 82/07 08/02/2004 - 08/08/2004 N/A 8/12/2004

Casual 82/07 07/26/2004 - 08/08/2004 Monday 08/09/2004

N/A 8/12/2004

Weekly 82/08 08/09/2004 - 08/15/2004 Monday 08/16/2004 N/A 8/19/2004

Monthly 78/02 08/01/2004 - 08/31/2004 N/A 8/31/2004

Retiree 78/02 09/01/2004 - 09/30/2004 Monday 08/16/2004

N/A 9/01/2004


Weekly 82/09 08/16/2004 - 08/22/2004 N/A 8/26/2004

Casual 82/09 08/09/2004 - 08/22/2004 Monday 08/23/2004

N/A 8/26/2004

Weekly 82/10 08/23/2004 - 08/29/2004 N/A 9/2/2004

Stipend 82/10 09/01/2004 - 09/30/2004 Monday 08/30/2004

N/A 9/2/2004

Biweekly 68/05 08/26/2004- 09/08/2004 Monday 08/30/2004 N/A 9/8/2004

Weekly 82/11 08/30/2004 - 09/05/2004 N/A 9/9/2004

Casual 82/11 08/23/2004 - 09/05/2004 Friday 09/03/2004

N/A 9/9/2004

Weekly 82/12 09/06/2004 - 09/12/2004 Monday 09/13/2004 N/A 9/16/2004


Monthly 78/03 09/01/2004 - 09/30/2004 N/A 9/30/2004

Retiree 78/03 10/01/2004 - 10/31/2004 Thursday 09/16/2004

N/A 9/30/2004

Weekly 82/13 09/13/2004 - 09/19/2004 N/A 9/23/2004

Casual 82/13 09/06/2004 - 09/19/2004 Monday 09/20/2004

N/A 9/23/2004

Weekly 82/14 09/20/2004 - 09/26/2004 N/A 9/30/2004

Stipend 82/14 10/01/2004 - 10/31/2004 Monday 09/27/2004

N/A 9/30/2004



Pay Calendar for October 2004 to June 2005 – Weekly, Biweekly, Monthly, Stipend & Retiree


Weekly 09/27/2004 - 10/03/2004

Biweekly BWK-04-041

09/20/2004 - 10/03/2004 Monday 10/04/2004 10/6/2004 10/8/2004

Weekly WKL-04-042 10/04/2004 - 10/10/2004 Monday 10/11/2004 10/13/2004 10/15/2004

Weekly 10/11/2004 - 10/17/2004

Biweekly BWK-04-043

10/04/2004 - 10/17/2004 Monday 10/18/2004 10/20/2004 10/22/2004

Monthly MTH-04-010 10/01/2004 - 10/31/2004 10/29/2004

Stipend / Retiree STR-04-011 11/01/2004 - 11/30/2004 Friday 10/15/2004 10/23/2004

11/1/2004


Weekly 10/25/2004 - 10/31/2004

Biweekly BWK-04-045

10/18/2004 - 10/31/2004 Friday 10/29/2004 11/02/2004 11/5/2004


Weekly 11/08/2004 - 11/14/2004

Biweekly BWK-04-047

11/01/2004 - 11/14/2004 Monday 11/15/2004 11/17/2004 11/19/2004

Weekly WKL-04-048 11/15/2004 - 11/21/2004 Thursday 11/18/2004 11/20/2004 11/24/2004

Monthly MTH-04-011 11/01/2004 - 11/30/2004 11/30/2004

Stipend / Retiree STR-04-012 12/01/2004 - 12/31/2004 Monday 11/15/2004 11/24/2004

12/1/2004

Weekly 11/22/2004 - 11/28/2004

Biweekly BWK-04-049

11/15/2004 - 11/28/2004 Monday 11/29/2004 12/01/2004 12/3/2004


Weekly 12/06/2004 - 12/12/2004

Biweekly BWK-04-051

11/29/2004 - 12/12/2004 Monday 12/13/2004 12/15/2004 12/17/2004

Weekly WKL-04-052 12/13/2004 - 12/19/2004 Thursday 12/16/2004 12/18/2004 12/22/2004

Monthly MTH-04-012 12/01/2004 - 12/31/2004 12/29/2004

Stipend / Retiree STR-05-001 01/01/2005 - 01/31/2005 Tuesday 12/14/2004 12/21/2004

1/1/2005

Weekly 12/20/2004 -12/26/2004

Biweekly BWK-04-053

12/13/2004 -12/26/2004 Monday 12/20/2004 12/22/2004 12/29/2004


Weekly 01/03/2005 - 01/09/2005

Biweekly BWK-05-002

12/27/2005 - 01/09/2005 Monday 01/10/2005 01/12/2005 1/14/2005

Weekly WKL-05-003 01/10/2005 - 01/16/2005 Friday 01/14/2005 01/19/2005 1/21/2005

Monthly MTH-05-001 01/01/2005 - 01/31/2005 1/31/2005

Stipend / Retiree STR-05-002 02/01/2005 - 02/28/2005 Friday 01/14/2005 01/25/2005

2/1/2005

Weekly 01/17/2005 - 01/23/2005

Biweekly BWK-05-004

01/10/2005 - 01/23/2005 Monday 01/24/2005 01/26/2005 1/28/2005




Weekly WKL-05-005 01/24/2005 – 01/30/2005 Monday 01/31/2005 02/02/2005 2/4/2005

Weekly 01/31/2005 – 02/06/2005

Biweekly BWK-05-006

01/24/2005 – 02/06/2005 Monday 02/07/2005 02/09/2005 2/11/2005


Monthly MTH-05-002 02/01/2005 – 02/28/2005 2/28/2005

Stipend / Retiree STR-05-003 03/01/2005 – 03/31/2005 Monday 02/14/2005 02/22/2005

3/1/2005

Weekly 02/14/2005 – 02/20/2005

Biweekly BWK-05-008

02/07/2005 – 02/20/2005 Monday 02/21/2005 02/23/2005 2/25/2004


Weekly 02/28/2005 – 03/06/2005

Biweekly BWK-05-010

02/21/2005 – 03/06/2005 Monday 03/07/2005 03/09/2005 3/11/2005


Monthly MTH-05-003 03/01/2005 – 03/31/2005 3/31/2005

Stipend / Retiree STR-05-004 04/01/2005 – 04/30/2005 Thursday 03/17/2005 03/26/2005

4/1/2005

Weekly 03/14/2005 – 03/20/2005

Biweekly BWK-05-012

03/07/2005 – 03/20/2005 Monday 03/21/2005 03/23/2005 3/25/2005


Weekly 03/28/2005 – 04/03/2005

Biweekly BWK-05-014

03/21/2005 – 04/03/2005 Monday 04/04/2005 04/06/2005 4/8/2005


Monthly MTH-05-004 04/01/2005 – 04/30/2005 4/29/2005

Stipend / Retiree STR-05-005 05/01/2005 – 05/31/2005 Friday 04/15/2005 04/23/2005

5/1/2005

Weekly 04/11/2005 – 04/17/2005

Biweekly BWK-05-016

04/04/2005 – 04/17/2005 Monday 04/18/2005 04/20/2005 4/22/2005


Weekly 04/25/2005 – 05/01/2005

Biweekly BWK-05-018

04/18/2005 – 05/01/2005 Monday 05/02/2005 05/04/2005 5/6/2005


Weekly 05/09/2005 – 05/15/2005

Biweekly BWK-05-020

05/02/2005 – 05/15/2005 Monday 05/16/2005 05/18/2005 5/20/2005

Monthly MTH-05-005 05/01/2005 – 05/31/2005 5/31/2005

Stipend / Retiree STR-05-006 06/01/2005 – 06/30/2005 Monday 05/16/2005 05/24/2005

6/1/2005


Weekly 05/23/2005 – 05/29/2005

Biweekly BWK-05-022

05/16/2005 – 05/29/2005 Friday 05/27/2005 06/1/2005 6/3/2005





Weekly 06/06/2005 - 06/12/2005

Biweekly BWK-05-024

05/30/2005 - 06/12/2005 Monday 06/13/2005 06/15/2005 6/17/2005

Monthly MTH-05-006 06/01/2005 - 06/30/2005 Thursday 06/16/2005 06/25/2005 6/30/2005




B. Earnings Codes – Provided for Reading Your Pay Advice

Earnings Code Description

2110ShfDif 2110 4% Differential 5thDyPens 5th Day with Pension AddCmpNP Addl Comp no Pension AddlCompNP Addl Comp no Pension AddlCompNP Addl Comp no Pension AddCompPen Addl Comp with Pension AddCompPen Addl Comp with Pension Adjust Adjustments AdptOffNtx Adoption Officers NonTax AdptOffTx Adoption Officers Taxable AdptSSNtx Adoption SS NonTax AdtpSSTxb Adoption SS Taxable Advance Advance CloSh Allw Clothing & Shoe Allowance CVNnoPens CVN CVNPens CVN with Pension Deferred I Deferred Income Disab Pen Disability Pension DoubleTime Double Time ExEduPens Exec Educ Prg with Pension ExEduPgmNB Exec Education Program Hol Pay Holiday Pay HOA Housing Allowance Housing Housing Grant RegIndpSvc Independent Personal Services Indp Persl Independent Personal Services LibWork Library Work AddCompNP Lumpsum Pay no Pension AddCompPen Lumpsum Pay with Pension Meal Allow Meal Money Allowance Med Waiver Medical Waiver Mrtg Asst Mortgage Assistance Non Watch Non Watch Differential OT Earn Overtime OT Half Overtime at Half Time OT Straigh Overtime at Straight Time PrkgRefund Parking Refund Parsonage Parsonage



PayAlgnADV Pay Alignment Advance PayAlgnRec Pay Alignment Recovery Pension Pension PlnClothes Plain Clothes Post Mort Post Mortem Pay PP NoPen PP Tier 2 No Pension PP NoPen PP Tier 2 No Pension - STx PP Pension PP Tier 2 with Pension PP Guar Private Practice Guar Pension Rapp/Trnsl Rapporteur/Translation RdBgDispsl Red Bag Disposal Reg Earn Regular Earnings ResearchNB Research RsrchPens Research with Pension Retirement Retirement Agreement Retirement Retirement Agreement Retro Reg Retro Regular Earnings RegRoyalt Royalties Royalties Royalties Sal Adv Salary Advance RegSchFllw Scholarship/Fellowship Schol/Fllw Scholarship/Fellowship ScrubTime Scrub Time Sever Pay Severance Pay Shift Shift Sh@ 1.40/h Shift - Mntce & Custodial Sh@ 1.55/h Shift - Securities Sh10%Gross Shift 10% on Gross Sh10%Reg Shift 10% Regular Sh2.57%Grs Shift 2.57% on Gross Sh8%Reg Shift 8% Regular Sick Pay Sick Pay SnwRemoval Snow Removal Stipend Stipend 1099 Stip Pymt Stipend Payment Study/Trn Studying & Training SumResPens Summer Research with Pension SumSesPens Summer Session with Pension Supplement Supplemental Pension Pay Teaching Teaching Tel Reim Telephone Reimbursement TFRP Tenure Research Program



Term Vac Termination Vacation Pay TranRefund Transit Refund AddCompNP TT Addl Comp no Pension AddCompNP TT Addl Comp no Pension AddCompNP TT Addl Comp no Pension AddCompNP TT Addl Comp no Pension AddCompNP TT Addl Comp no Pension AddCompNP TT Addl Comp no Pension AddCompPen TT Addl Comp with Pension MedWvTchg TT Med Waiver AddCompPP TT Pvt Prac Guar Pension TT Tuition TT Tuition Tuition Tuition Annualized Tuitn Supl Tuition Supplemental Vac Pay Vacation Pay WS Earns Work Study Wrks Comp Workers Compensation



C. Deduction Codes – Provided for Reading Your Pay Advice 1. Payroll Deductions

Union Dues Deduction Code Deduction Description

FacHseDues Faculty Housing Dues FacHseIni Faculty Housing Initiation Fee FacHseDRt Faculty Housing Dues Retro 2110 Cr Un 2110 Credit Union 2110 Dues 2110 Dues 2110 Initi 2110 Initiation Fee 2110 Polit 2110 Political Contribution 2110 Retro 2110 Dues Retro 2110 Strik 2110 Strike Fund 32B-J Dues 32B-J Dues 32B-J Init 32B-J Initiation Fee 32B-J Poli 32B-J Political Contribution 32B-J Retr 32B-J Dues Retro 32BGECRED 32B-J GE Credit Union 1199CreUni 1199 Credit Union 1199 CU Du 1199 CU Dues 1199 CU In 1199 CU Initiation Fee 1199 CU Rt 1199 CU Dues Retro 1199 DS Du 1199 DS Dues 1199 DS In 1199 DS Initiation Fee 1199 DS Rt 1199 DS Dues Retro 1199 HH Du 1199 Harlem Hosp Dues 1199 HH In 1199 Harlem Hosp Initiation 1199HHRet 1199 Harlem Hosp Dues Retro 1199 Harle 1199 Harlem Mortgage Plan 1199 Polit 1199 Political Contribution DC1707DUES DC 1707 Union Dues MEBA Dues MEBA Dues MEBA Initi MEBA Initiation Fee MEBA Retro MEBA Dues Retro SSA CreUni SSA Credit Union SSA Dues SSA Dues SSA Initia SSA Initiation Fees SSA Du Ret SSA Dues Retro TWU 01CRUN TWU 01 Credit Union TWU1 Dues TWU 01 Dues



TWU 01 Pol TWU 01 Political Contribution TWU01 Retr TWU01 Dues Retro TWU02DUES TWU 02 Dues TWU2INITIA TWU 02 Initiation Fee TWU2 Retro TWU2 Dues Retro TWU Initia TWU Initiation Fee TWU Life TWU First Life Insurance UDA Dues UDA Dues UDA Initia UDA Initiation Fee UDA Retro UDA Dues Retro VacDues MEBA Vacation Dues

Parking Deduction Code Deduction Description

100AftHigh 100 Haven High Tax 100AftLow 100 Haven Low Tax 113AftHigh 113th St High Tax 113AftLow 113th St Low Tax 140AftHigh 140 Morningside High Tax 140AftLow 140 Morningside Low Tax 200AftHigh 200 Haven High Tax 200AftLow 200 Haven Low Tax 532AftHigh 532 High Tax 532AftLow 532 Low Tax 560AftHigh 560 Riverside High Tax 560AftLow 560 Riverside Low Tax 635AftHigh 635 High Tax 635AftLow 635 Low Tax AudHgTax Audubon High Tax AUD Lw Tax Audubon Low Tax ETGAftHigh ETG High Tax ETGAftLow ETG Low Tax GWBAftHigh GW Bridge High Tax GWBAftLow GW Bridge Low Tax LASAftHigh Lasker High Tax LASAftLow Lasker Low Tax OPI Hg Tax Old PI High Tax OPI Lw Tax Old PI Low Tax RBPAftHigh Russ Berrie High Tax RBPAftLow Russ Berrie Low Tax SIAftHigh SIA High Tax SIAAftLow SIA Low Tax



Payback Ad Payback Adjustment 100BTx 100 Haven High BTax 100LBTx 100 Haven Low BTax 113HghBtx 113 St High BTax 113LowBtx 113 St Low BTax 140HghBtx 140 High BTax 140LowBtx 140 Low BTax 200HghBtx 200 Haven High BTax 200LowBtx 200 Haven Low BTax 532HghBtx 532 High BTax 532LowBtx 532 Low BTax 560HghBtx 560 High BTax 560LowBtx 560 Low BTax 635HghBtx 635 High BTax 625LowBtx 635 Low BTax AUD Hg BTx Audubon High BTax AUD Lw BTx Audubon Low BTax ETGHghBtx ETG High BTax ETGLowBtx ETG Low BTax GWBHghBtx GW Bridge High BTax GBWLowBtx GW Bridge Low BTax LASHghBtx Lasker High BTax LASLowBtx Lasker Low BTax OPI Hg BTx Old PI High BTax OPI Lw BTx Old PI Low BTax RBPHghBtx Russ Berrie High BTax RBPLowBtx Russ Berrie Low BTax SIAHghBtx SIA High BTax SIALowBtx SIA Low BTax Prk 100 Ha Parking Dues 100 Haven Prk 113 Parking Dues 113th St Prk 140 Parking Dues 140 Mgnsd Prk 200 Parking Dues 200 Haven PRA532 Parking Dues 532 Prk 560 Parking Dues 560 Rvrsde PRA635 Parking Dues 635 PRAAUD Parking Dues Audubon Prk ETG Parking Dues ETG Prk GWB Parking Dues GW Bridge Prk Lasker Parking Dues Lasker Prk NYPH Parking Dues NYPH PRAOPI Parking Dues Old PI



Prk RBP Parking Dues Russ Berrie Prk RVC Parking Dues Riverside Ch Prk SIA Parking Dues SIA Dues TIC Parking Dues Interchurch Prk 100 Parking Dues 100 Haven Prk 113 Parking Dues 113th St Prk 140 Parking Dues 140 Mgsde Prk 200 Parking Dues 200 Haven PRB532 Parking Dues 532 Prk 560 Parking Dues 560 Rvrsde PRB635 Parking Dues 635 PRBAUD Parking Dues Audubon Prk ETG Parking Dues ETG Prk GWB Parking Dues GW Bridge Prk Lasker Parking Dues Lasker Prk NYPH Parking Dues NYPH PRBOPI Parking Dues Old PI Prk RBP Parking Dues Russ Berrie Prk RVC Parking Dues Riverside Ch Prk SIA Parking Dues SIA Dues TIC Parking Dues Interchurch

Miscellanous Deduction Code Deduction Description

AdvPayBack ADV Payback ColComSvc Columbia Community Service DefComp Deferred Comp EwingPybck Ewing Payback Garnishmnt Garnishment LTCare Long Term Care Mari Dis Maritime Disability NetPayAdj Net Pay Adjustment NH Fund Neighborhood Fund OvpRecover Overpayment Recovery SavingBond Savings Bond Unite Way United Way



2. Benefits Deductions

Medical Deduction Code Deduction Description

O-AetnaHMO Officer Aetna HMO Medical Coverage Contribution O-CignaPOS Officer CIGNA POS Medical Coverage Contribution O-CG MIND Officer CIGNA Modified Indemnity Plan Medical Coverage Contribution O-HIP HMO Officer HIP HMO Medical Coverage Contribution O-Oxfd POS Officer Oxford POS Medical Coverage Contribution S-CignaPOS Support Staff CIGNA POS Medical Coverage Contribution S-Oxfd POS Support Staff Oxford POS Medical Coverage Contribution

Medical – Domestic Partner Deduction Code Deduction Description

O-AetHMOdp Officer Domestic Partner Aetna HMO Medical Coverage Contribution

O-CGMINDdp Officer Domestic Partner CIGNA Modified Indemnity Plan Medical Coverage Contribution

O-CG POSdp Officer Domestic Partner CIGNA POS Medical Coverage Contribution O-HIPHMOdp Officer Domestic Partner HIP HMO Medical Coverage Contribution O-OxfPOSdp Officer Domestic Partner Oxford POS Medical Coverage Contribution S-CG POSdp Support Staff Domestic Partner CIGNA POS Medical Coverage Contribution S-OxfPOSdp Support Staff Domestic Partner Oxford POS Medical Coverage Contribution

Dental Deduction Code Deduction Description

OF-CU Dent Officer Columbia Dental or Plus Dental Coverage Contribution S-GHI Dent Support Staff GHI Dental Coverage Contribution TWU-CUDent TWU Support Staff Columbia Dental or Plus Dental Coverage Contribution

Dental – Domestic Partner Deduction Code Deduction Description

O-CUDentdp Officer Domestic Partner Columbia Dental or Plus Dental Coverage Contribution S-GHIDntdp Support Staff Domestic Partner GHI Dental Coverage Contribution

TWU-CUdndp TWU Support Staff Domestic Partner Columbia Dental or Plus Dental Coverage Contribution

Life Insurance – Basic Deduction Code Deduction Description

OFF-GLI Officer Group Life Insurance Premium2110-GLI 2110 Support Staff Basic Group Life Insurance Premium SSNU-GLI Non-union Support Staff Basic Group Life Insurance Premium SSA-GLI SSA Support Staff Basic Group Life Insurance Premium TWU-GLI TWU Support Staff Basic Group Life Insurance Premium



Life Insurance – Supplemental Deduction Code Deduction Description

2110-SGLI 2110 Support Staff Supplemental Group Life Insurance Premium SSNU-SGLI Non-union Support Staff Supplemental Group Life Insurance Premium SSA-SGLI SSA Support Staff Supplemental Group Life Insurance TWU-SGLI TWU Support Staff Supplemental Group Life Insurance Premium

Accidental Death and Dismemberment Deduction Code Deduction Description

TWU-AD&D TWU Support Staff Accidental Death & Dismemberment (AD&D) Insurance Premium

Long Term Disability Deduction Code Deduction Description

OF-LTD Bsc Officer Basic Long Term Disability (LTD) Insurance Premium OF-LTD Opt Officer Optional Long Term Disability (LTD) Insurance Premium

401K for 32B/J and MEBA Deduction Code Deduction Description

32BJ-401K 32B-J Support Staff 401(k) Plan Contribution MEBA-401K MEBA 401(k) Plan Contribution

Tax-Deferred Annuity (TDA) Deduction Code Deduction Description

OFF-TDA - TIAA/CREF Officer TDA (SRA) Contribution to TIAA/CREF OFF-TDA - Vanguard Officer TDA (SRA) Contribution to Vanguard OFF-TDA - Calvert Officer TDA (SRA) Contribution to Calvert O-TDA-RAP - TIAA/CREF Officer TDA (SRA) Contribution to TIAA/CREF Regular Annuity Contract O-TDA-RAP - Vanguard Officer TDA (SRA) Contribution to Vanguard O-TDA-RAP - Calvert Officer TDA (SRA) Contribution to Calvert OFF-TDA50+ - TIAA/CREF Officer TDA (SRA) Age 50+ Catchup Contribution to TIAA/CREF OFF-TDA50+ - Vanguard Officer TDA (SRA) Age 50+ Catchup Contribution to Vanguard OFF-TDA50+ - Calvert Officer TDA (SRA) Age 50+ Catchup Contribution to Calvert OFF-TDA15Y - TIAA/CREF Officer TDA (SRA) 15 Years Service Catchup Contribution to TIAA/CREF OFF-TDA15Y - Vanguard Officer TDA (SRA) 15 Years Service Catchup Contribution to Vanguard OFF-TDA15Y - Calvert Officer TDA (SRA) 15 Years Service Catchup Contribution to Calvert SS-TDA - TIAA/CREF Support Staff TDA (SRA) Contribution to TIAA/CREF SS-TDA - Vanguard Support Staff TDA (SRA) Contribution to Vanguard SS-TDA - Calvert Support Staff TDA (SRA) Contribution to Calvert SS-TDA-RAP - TIAA/CREF Support Staff TDA (SRA) Contribution to TIAA/CREF Regular Annuity Contract SS-TDA-RAP - Vanguard Support Staff TDA (SRA) Contribution to Vanguard SS-TDA-RAP - Calvert Support Staff TDA (SRA) Contribution to Calvert SS-TDA50+ - TIAA/CREF Support Staff TDA (SRA) Age 50+ Catchup Contribution to TIAA/CREF



SS-TDA50+ - Vanguard Support Staff TDA (SRA) Age 50+ Catchup Contribution to Vanguard SS-TDA50+ - Calvert Support Staff TDA (SRA) Age 50+ Catchup Contribution to Calvert SS-TDA 15Y - TIAA/CREF Support Staff TDA (SRA) 15 Years Service Catchup Contribution to SS-TDA 15Y - Vanguard Support Staff TDA (SRA) 15 Years Service Catchup Contribution to VanguardSS-TDA 15Y - Calvert Support Staff TDA (SRA) 15 Years Service Catchup Contribution to Calvert

Columbia Retirement Plan Deduction Code Deduction Description

OFF-CU RAP - TIAA/CREF University Contribution to Officer TIAA/CREF Retirement Account OFF-CU RAP - Vanguard University Contribution to Officer Vanguard Retirement Account OFF-CU RAP - Calvert University Contribution to Officer Calvert Retirement Account

O-CU-RAPpy - TIAA/CREF University Contribution to Officer TIAA/CREF Retirement Account for Prior Year

O-CU-RAPpy - Vanguard University Contribution to Officer Vanguard Retirement Account for Prior Year

O-CU-RAPpy - Calvert University Contribution to Officer Calvert Retirement Account for Prior Year

O-CU-RAPPP - TIAA/CREF University Contribution to Officer TIAA/CREF Retirement Account on Private Practice Earnings

O-CU-RAPPP - Vanguard University Contribution to Officer Vanguard Retirement Account on Private Practice Earnings

O-CU-RAPPP - Calvert University Contribution to Officer Calvert Retirement Account on Private Practice Earnings

O-CU-RPPpy - TIAA/CREF University Contribution to Officer TIAA/CREF Retirement Account on Private Practice Earnings for Prior Year

O-CU-RPPpy - Vanguard University Contribution to Officer Vanguard Retirement Account on Private Practice Earnings for Prior Year

O-CU-RPPpy - Calvert University Contribution to Officer Calvert Retirement Account on Private Practice Earnings for Prior Year

S-CU-RAPpy - TIAA/CREF University Contribution to Support Staff TIAA/CREF Retirement Account for Prior Year

S-CU-RAPpy - Vanguard University Contribution to Support Staff Vanguard Retirement Account for Prior Year

S-CU-RAPpy - Calvert University Contribution to Support Staff Calvert Retirement Account for Prior Year

SS-CU RAP - TIAA/CREF University Contribution to Support Staff TIAA/CREF Retirement Account SS-CU RAP - Vanguard University Contribution to Support Staff Vanguard Retirement Account SS-CU RAP - Calvert University Contribution to Support Staff Calvert Retirement Account

University Spending Account – Medical Deduction Code Deduction Description

OFF-USAMed Officer Contribution to USA Medical/Dental Account SS-USA Med Support Staff Contribution to USA Medical/Dental Account OUSA-Wv+EE Officer USA Medical Waiver and Contribution to USA Medical/Dental Account

SUSA-Wv+EE Support Staff USA Medical Waiver and Contribution to USA Medical/Dental Account

SUSA-IM+EE University USA Contribution for Individual Medical and Support Staff Contrib. to USA Medical/Dental Acct



SUSA-2M+EE University USA Contribution for EE+One Medical and Support Staff Contribution to USA Medical/Dental Acct

SUSA-FM+EE University USA Contribution for Family Medical and Support Staff Contribution to USA Medical/Dental Acct

University Spending Account – Dependent Care Deduction Code Deduction Description

O-USA DepC Officer Contribution to USA Dependent Care Account S-USA DepC Support Staff Contribution to USA Dependent Care Account

University Spending Account – Transit Deduction Code Deduction Description

OF-Transit Officer Contribution to USA Transit Account SS-Transit Support StaffContribution to USA Transit Account

University Spending Account – Parking Deduction Code Deduction Description

OF-USA-PKG Officer Contribution to USA Parking Account SS-USA-PKG Support Staff Contribution to USA Parking Account



K E Y P O I N T S After completing this section, you should be able to: Update your street addresses, phone numbers, and emergency contact information.

View additional personal information.

View your current benefit enrollment summary.

View your past or future benefits enrollments.

View your pay and compensation history.

View and update your W-4 tax information.



S E C T I O N R E V I E W

1. When entering your home address, you should select the Address Type of Mailing Address. Select one: True or False Answer: _________

2. What personal information cannot be changed using self service? a. Your phone and fax numbers. b. Your email address. c. Your work and home addresses. d. Your emergency contact information. Answer: _________

3. You can update your benefits using self service. Select one: True or False Answer: _________

4. Using self service, you can view and print your pay statement information including pay statements

for direct deposits and checks. Select one: True or False. Answer: _________

5. If you change your home address in or out of New York City or Yonkers you are required to file the

proper paperwork? Select one: True or False. Answer: _________

employee self service guide 091204 - columbia...

Documents