myhihr online self services manager guide emergency...welcome to online manager self service! this...
TRANSCRIPT
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Table of Contents Accessing Online Manager Self Services ....................................................................................................... 3
Getting Around - Dashboard ......................................................................................................................... 4
Change Password .......................................................................................................................................... 5
Accessing Company Forms ............................................................................................................................ 5
View Employee’s Profile ............................................................................................................................... 6
Manage Paid Time Off (PTO)......................................................................................................................... 7
View Employee Benefits ............................................................................................................................... 8
View Type Status ........................................................................................................................................... 9
Employee Pay Summary ............................................................................................................................. 10
Process Payroll and Approval ...................................................................................................................... 11
Standard Payroll Reports List and How to Access Them ............................................................................ 12
Process and View Other Reports ................................................................................................................ 13
Tips .............................................................................................................................................................. 14
Help ............................................................................................................................................................. 14
System Requirements ................................................................................................................................. 14
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Accessing Online Manager Self Services Welcome to Online Manager Self Service! This guide provides a quick start overview of the online portal
– your comprehensive, easy to use, web portal for accessing employee information and managing your
workforce 24/7.
1. Go to www.proservice.com
2. On the top right, click Login
3. Select myHiHR Manager Self Service Login
4. The page will redirect you to this login screen:
Please enter your personalized login credentials and click Sign In. If you have misplaced your
login credentials, click the link Forgot your password? at the bottom of the page or feel free to
contact us for help.
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Getting Around - Dashboard Dashboard gives you quick access to company information and relevant features.
Dashboard Item Description
1. Homepage Clicking this logo brings you back to the homepage.
2. My Company A list of features related to your company.
3. My Employees A list of your employees related features.
4. My Payrolls This tab houses all actions regarding Payroll.
5. Reports This button will bring up a list of reports you can run.
6. View Favorites Clicking on this star in any view will show your favorites.
7. Messages All systems notifications for you to read are shown here.
8. Password Change Click on this icon to change your password or to sign out.
9. My Favorites You can set forms as favorites, features that you access frequently. These are listed on the
Dashboard when and you can also access them from the Favorites menu.
10. View Your Support Team
This lists your ProService client support team’s contact information.
11. Help Video tutorials or help material can be viewed here.
12. Action Menu/Bar Allows a list of actions for the current screen.
13. Recent Payrolls Lists all of the latest payrolls and can be clicked to view individual payroll details.
14. My Employees Can be clicked to see employee information.
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Change Password First time signing in? First time users should change their ProService issued password. Best Practice Tip: Users are encouraged to change their passwords every six (6) weeks.
1. Enter your Current Password. 2. Enter your New Password. The system validates the password; if it does not pass the validation.
The system will inform you what you need to do to create a valid password. 3. Re-enter your password in the Confirm New Password field. 4. Click Save, the next time you logon, use your new password.
Accessing Company Forms Company forms is where documentation such as New Hire Packets, Benefits Summaries, Employee Management forms and client specific forms are stored and can be viewed and downloaded.
1. Click on the My Company tab then select the Client Forms bar.
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2. Another window will pop up and give you many categories to choose from. Once you choose the category, you can click on any document within the category.
3. Once you click the document, it will open in another tab and in the upper right hand corner. You
can download, print, or bookmark the document.
View Employee’s Profile Obtaining detailed information about an employee is easy to do from The Dashboard.
1. First, click on the My Employees tab then select the Employee Details bar.
2. Click on Employee in the top left section of the screen and a list of all employees will appear.
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3. Click on the desired employee to view the individual’s personal profile. 4. An alternative way is to use the bottom right quadrant on your home screen. It lists all of your
active employees only. Click on any employee and it will also open their Employee Details page.
Manage Paid Time Off (PTO) 1. Click on the My Employees tab, then select Employee PTO Register, listed on the HR | Change
dropdown
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2. Click on Employee in the top left section of the screen and a list of all employees will appear
3. Choose the employee to view PTO information 4. Click on Register Type to choose the type of leave
View Employee Benefits 1. Click on the My Employees tab, then select Employee Benefit Overview, listed on the HR | View
dropdown
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2. Select Employee ID in the top left section of the screen and a list of all employees will appear
3. Choose the employee to view their benefits overview
View Type Status 1. Click on the My Employees tab, then select Status Type History, listed on the HR | View
dropdown
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2. Click on Employee ID in the top left section of the screen and a list of all employees will appear
3. Choose the employee to view status type
Employee Pay Summary Interested in seeing what you have paid an employee over a specific period of time?
1. Click on the My Payrolls tab, then select Employee Pay Summary bar, listed on the dropdown
2. Select the employee in question
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Process Payroll and Approval 1. Click on My Payrolls, then select Time Sheet Entry under Payroll | Action
2. Click on the Payroll number to enter the timesheet as shown below:
3. Enter your time and once completed, click on Finalize.
Note: A system generated Payroll Invoice e-mail notification will no longer be sent, however,
ProService will manually send you these e-mail notifications.
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Standard Payroll Reports List and How to Access Them Report Name Description
Client Allocation Report Breaks down the total burden for each employee
Benefits Billing Report Shows you which employee is enrolled with medical, or on an HC-5 Waiver. You will see
the employer paid portion, employee contributions, and the total cost or premiums.
Pay Register Report
Lists the details of each employee. It includes the employee’s address, withholdings,
hours worked, pay rate, net total, deductions, etc. Essentially, it’s a broken down paystub
for each employee all on one report.
Invoice Shows you the total amount for payroll.
Payroll Journal Report Detailed report of client allocation. Shows employee and employer labor burden cost in
detail.
1. Example: To view Payroll Summary Report, click on My Payrolls and then on Payroll History:
2. Click on the payroll number you wish to view and it will show a list of payrolls that have been
run previously.
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3. Once you click on the payroll number, it will show details of the chosen payroll number. Click on
the report icon (image of a paper) to pull up the standard report:
Process and View Other Reports 1. Click on the Report Icon highlighted in screenshot below
2. Click on the desired report from the dropdown
3. Filter the report by adjusting various pieces of information and click run to generate report
4. At the top right of the report, use the “Action” pull down and select where you want the report
saved.
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Tips
1. Search with the tool bar:
When searching in tool bar, Type in a part of a word and it will bring up the different
applications and different reports that are associated with the word. You can either start typing
to do a broad search, or you can narrow the search using an initial letter followed by a colon:
A: - Application Search (Features/Forms)
E: - Employee Search
R: - Report Search
2. Any word that is Blue and Underlined is clickable and shows a drop down menu
3. Use “Tab” button to navigate from field to field and not the “Enter” button
Help Click on the help button for self-help.
Or you can contact our Professional Services team
Email: [email protected]
System Requirements Keeping your Internet browser up to date is important because of the potential security vulnerabilities
that may exist with older versions of browsers. In support of this initiative, we recommend that clients
update their browser to the latest version of Chrome, Internet Explorer, Firefox, or Safari to ensure site
access is uninterrupted.
Unless specified, the online portal works on these standard platforms:
Desktop Access:
Google Chrome ™, Firefox ®, and Microsoft® Internet Explorer® 22, and Edge on Windows 7, 8.1,
and 10
Google Chrome ™, Firefox ®, and Safari® on Mac OSX 10.9 or higher
Mobile Access:
iOS 8.0 or higher
Android™ 4.4 or higher