EY GlobalOne Individual Portal. User guide
|
|
- Phoebe Nelson
- 7 years ago
- Views:
Transcription
1 EY GlobalOne Individual Portal User guide
2 Login EY GlobalOne Individual Portal allows individual clients and EY to exchange information to support the delivery of global Immigration and Tax services. The application includes the following features: Interactive To Do List displays actions required of an individual related to the services EY provides Global Organizer a questionnaire that can gather data to prepare tax returns for 50+ countries Calendar gathers travel and daily activities Document exchange allows assignees to provide supporting documentation and EY to deliver completed documents such as tax returns Consents individuals are able to electronically accept consents to allow EY to share data amongst member firms and/or third parties This guide will provide you with helpful information about EY GlobalOne Individual Portal, your secure, personalized website, hosted by EY. GlobalOne Individual Portal is accessible for the period of time that EY is providing services. 2 Access GlobalOne Individual Portal at To log in, your User Name is your address that EY sends the notification s to. If you have forgotten your User Name or Password, you can reset your information using the self-serve Forgot User Name / Password feature located on the login page. 2 Once you successfully enter your credentials to log in to GlobalOne Individual Portal, you may be prompted to answer security questions. Once you answer the questions, click OK to proceed to the next screen. Depending on your circumstances, the system may prompt you to complete a series of electronic consents. Information about the consents and on-screen instructions are displayed. A scroll bar to the right of the text will help you review the information. Upon finalization of the consents, you will reach the GlobalOne Individual Portal home page. If you encounter any technology issues in accessing or using GlobalOne Individual Portal, please send details to: globalone.support@ey.com. The GlobalOne Support desk is available to assist with technologyrelated issues. If you have a question related to your personal situation or services, please reach out to your EY contact.
3 Home Click to jump to that section Across the top of the Home page, tabs provide easy access and navigation to the different sections of GlobalOne Individual Portal. The tabs that display will depend on the services provided by EY. Other options are to click one of the panels either to display your items (e.g., To Do List, Status of Services, Messages) or to navigate to the appropriate section (e.g., Documents and Consents, Tax Organizer, Calendar). In the very top center of the screen, you can switch languages, view contact information, obtain help or log out. For security purposes, your profile name and last login date and time are also displayed. To Do List This area provides you an overview of all necessary actions that require your attention. After clicking the To Do List panel, a list of your items will appear at the bottom of the page and can be accessed by clicking the name of the item. The Home page may include the Status of Services and/or additional information specific to your company in the Messages or Resources panels. Within GlobalOne Individual Portal, you have the ability to select the language in which the website s contents are displayed. To select a language, click on the drop-down menu in the top center of the screen and select the desired language (i.e., Spanish, German, French, Chinese, Japanese or Polish). GlobalOne Individual Portal will remember which language you selected after you log back into the site using the same device.
4 Profile The Profile tab contains demographic data, such as your address, contact information, and spouse and dependent details, if applicable. Information should be updated as changes occur. Some information on the Profile page will initially be populated from EY and/or prior usage of GlobalOne Individual Portal. Mandatory fields throughout the system are noted with a red asterisk (*). System-generated s from GlobalOne Individual Portal will be sent in the language selected from the drop-down menu. 2 3 Change Password 3 This section allows you to change your system password. To obtain information on whom to contact in case of questions or technical issues, click Contact Us in the top center of GlobalOne Individual Portal. 2
5 Documents and Consents The Documents and Consents tab provides access and the ability to securely share documents and information requests with EY. Current Documents This option shows documents posted that require your attention Document History 2 This option includes documents from EY services that you have already actioned. The list includes a record of your actions with regard to those documents. Consents 3 This option displays completed consents and provides the ability to initiate a new Financial Reporting Oversight Role (FROR) questionnaire, if needed due to changes in your circumstances. Posted Documents 4 This option allows you to view documents you have previously posted. Post New Document 5 This option displays on-screen instructions on how to securely upload document(s) to your EY contact. Each document can be no larger than 8MB. The types of documents that can be uploaded within GlobalOne are ZIP, PDF, TXT, JPG, BMP, TIF, DOC, DOCX, DOCM, DOTX, DOTM, XLS, XLSX, XLSM, XLTX, XLTM, XLSB, XLAM, KEY and CER. Information Requests 6 This option is a quick and secure way that you can provide answers and/ or attachments that are needed by EY. Click Respond to provide the requested details or attachments that have been requested by your EY engagement team.
6 Calendar Click to jump to that section The Calendar tab is where you can keep track of your days, locations, activity and project details, if applicable. Enter your calendar information regularly to avoid having to recreate data at the end of the year Enter Monthly Data This view allows you to enter and review Calendar entries one month at a time. Enter Bulk Data 2 This feature allows you to enter Calendar data for more than one month at a time. This is useful for periods of limited travel. Manage Projects 3 Use to add a project and enter project codes. It is important to note that project tracking is an optional field in the system and is not mandatory unless otherwise communicated by your employer or EY contacts. Manage Locations 4 To build your customized locations list, select Manage Locations, and then select Add Country. Indicate which country is your default, and that country will appear at the top of the location drop-down. There is a standard In Transit value. Manage Home Locations 5 This feature is enabled for business travelers and is used to track your home locations. View Summary 6 This feature displays a summary of the populated current year Calendar data. Summary information for the previous year or next year can be viewed by selecting the options at the bottom of the screen. Preferences 7 This feature allows you to define your Calendar preferences. Delegate Access 8 This feature allows you to delegate access to your Calendar to other people, such as an administrative assistant or spouse, where applicable. Once submitted, the designee receives a User Name and Password for his or her own GlobalOne Individual Portal account. Delegates do not see any information other than your Calendar. Select the revoke button to revoke a delegated Calendar at any time. Reports 9 Click to view multiple Calendar reports available to you. Reports can be exported to Excel or PDF.
7 Calendar Manage Locations Click to jump to that section If this is the first time you are using the Calendar within GlobalOne Individual Portal, you will need to set up a location in the Calendar. Follow the steps mentioned below to set up or edit your Calendar locations. This function allows you to identify and manage the locations where you work, live and travel by creating a customized drop-down list. Select Manage Locations, then Add Country to create your customized dropdown. Indicate which country is your most commonly used location or default, and that country will appear at the top of the location dropdown. Locations can be added or removed at any time. Add a Location When adding a location, you can establish the physical location where you spend the majority of your time as your default location. Your default location will be selected automatically when you update your Calendar.. Select Add Country or Add Another Location. 2. Choose a country from the drop-down list. 3. If applicable, click the drop-down and select the State/Province/ Canton and City. The State/Province/Canton and City drop-down menus do not display for all countries. 4. If the selected location will be your default location, check the default location box. 5. Click Save Location to save the new location and return to the initial Calendar-location screen or click Save and Add Another to save the new location and display the drop-down for adding another country to your list.
8 Calendar Monthly Data Click to jump to that section To enter Calendar data, select the appropriate calendar options in the lower lefthand corner. Click on the day to which you want to apply the data or click a day and drag across a range of days. Click Save once completed. Steps for entering Monthly Calendar Data. Click Enter Monthly Data. 2. Select the appropriate Location from the calendar options in the lower lefthand corner. In Transit is a location for instances where you are traveling during the entire morning or afternoon. This option should not be used for the entirety of a trip, but instead only when there are periods of time when you are not in any country. The default location will appear automatically. If a different location is desired, click the drop-down arrow and select the appropriate location. If the desired location is not showing in the drop-down, the location needs to be added. Click Manage Locations to add a new location. 3. Select the appropriate Period for the days selected (i.e., All Day, AM, PM). 4. Select the appropriate Activity. The default activity, Work, will appear automatically. If a different activity is desired, click the drop-down arrow and select the appropriate activity (i.e., Non-Work, Sick, Training, National Holiday, Vacation, Clear). 5. If applicable, select the appropriate Project (if previously set up under Manage Projects). 6. Enter Notes or additional comments that relate to the Calendar detail, if applicable. 7. Click on the day to which you want to apply the data or click a day and, while holding your mouse button, drag across a range of days. 8. Click Save once completed. Lock My Calendar Periodically lock your Calendar data to prevent unwanted changes. For most Tax Organizers, you will need to lock the Calendar data for the entire year before submitting the Organizer. Click Lock My Calendar and follow the instructions to lock your Calendar data. Note that data must be locked in a sequential order (e.g., can lock earlier and/or later dates). Days that are locked display in the monthly view with a gray background. Clearing entries in the Calendar To remove previously entered data in the Calendar days, select the Activity as Clear and select the appropriate Calendar day(s) you wish to clear. Note that once a day is locked, you will not be able to change the entries for that day. If entries need to change that are locked, send an to globalone.support@ey.com explaining that your Calendar needs to be unlocked.
9 Calendar Bulk Data Click to jump to that section Steps for entering Bulk Calendar Data. Click Enter Bulk Data. 2. Enter the From date by typing a date in the dd-mmm-yyyy format (e.g., 0-Aug-205) in the field, or click on the Calendar icon and select the appropriate date. Note that you cannot update Calendar information in bulk for dates prior to locked dates. 3. Enter the To date by typing a date in the dd-mmm-yyyy format in the field, or click on the Calendar icon and select the appropriate date. 4. Select the appropriate Location. Note that the default location will appear automatically. If a different location is desired, click the dropdown arrow and select the appropriate location. In Transit is a location for instances where you are traveling during the entire morning or afternoon. If the desired location is not showing in the drop-down, the location needs to be added and can be done by clicking Manage Locations. 5. Select the appropriate Period for the days selected (i.e., All Day, AM, PM). 6. Select the appropriate answer for Include (i.e., All Days, Weekdays Only, Weekends Only). 7. Select the appropriate Activity. Note that the default activity, Work, will appear automatically. If a different activity is desired, click the drop-down arrow and select the appropriate activity (i.e., Non-Work, Sick, Training, National Holiday, Vacation, Clear). 8. If applicable, select the appropriate Project (if previously set up under Manage Projects). 9. If desired, check the box for Override existing data. This box should be checked if there is data previously entered in the Calendar and you would like to override that data with the new selections. 0. Enter Notes or additional comments that relate to the Calendar detail, if applicable.. Click Save to save the updates to the Calendar. Clearing entries in the Calendar To remove previously entered Calendar data in bulk that are not locked, enter the day or range of days you wish to update. Select the Activity as Clear and check the Override existing data box. Note that once a day is locked, you will not be able to change the entries for that day. If entries need to change that are locked, send an to globalone.support@ey.com explaining that your Calendar needs to be unlocked.
10 Calendar Delegate Access Click to jump to that section The Delegate Access page allows you to delegate and revoke access to your Calendar to other people, such as an administrative assistant or spouse, where applicable. Steps to Delegate Access. Click Delegate Access from the left-hand side of the screen. 2. Click Add Delegate. 3. On the pop-up window, enter the First Name of the person you are delegating your Calendar to. 4. Enter the Last Name of the person you are delegating your Calendar to. 5. Enter the address of the person you are delegating your Calendar to in the Address field. 6. Enter the address of the person you are delegating your Calendar to in the Confirm Address field. 7. Click Save to save this delegate s information or click Save and Add Another to save this delegate s information and add another delegate. 8. Agree to the Delegate Disclaimer by clicking Yes on the pop-up window. Calendar delegate access can be revoked at any time by accessing Delegate Access from the Calendar tab and clicking the X button for the delegate under the Delete column, and then clicking OK to confirm. Once submitted, the delegate receives a User Name and Password for his or her own GlobalOne Individual Portal account. Delegates do not see any other information in GlobalOne Individual Portal other than your Calendar.
11 Calendar Reports Click to jump to that section You can create different types of Calendar reports displaying your travel data with the Reports function. Depending on the information that you would like to retrieve, there are six report formats available. The following Calendar Reports can be run: Daily Breakdown Days by Country Days by Country by Month Days by Month for One Country Travel History Travel History for One Country Steps to create Calendar Reports. Click Reports from the left-hand menu side of the screen. 2. Select one of the report types from the drop-down menu. 3. Select the From date. Enter the date in dd-mmm-yyyy format or click the Calendar icon and select the date. The default for many of the reports is from 0-Jan of the current year. 4. Select the To date. Enter the date in dd-mmm-yyyy format or click the Calendar icon and select the date. The default for many of the reports is to 3-Dec of the current year. 5. If applicable, select the country in the Country drop-down. 6. Select either Excel or PDF from the Format drop-down. 7. Click Export.
12 EY Tracer EY s mobile application for smartphones is available in app stores. This timesaving tool simplifies the tasks of accurate workday and location tracking using your device s GPS functionality. EY Tracer works in conjunction with GlobalOne Individual Portal to help you complete your calendar requirements. The application captures your location each morning and evening, and upon your initiated upload, your web-based GlobalOne Calendar will be updated. As EY Tracer is an extension of GlobalOne, you must log in to GlobalOne Individual Portal and complete all consents before using the EY Tracer application.
13 Tax Organizer 2 The Tax Organizers are questionnaires intended to collect information needed for the preparation of the required personal income tax return(s) for various countries. The Tax Organizers are dynamic, meaning that some pages and questions will appear based on the answers that you provide to initial or leading questions. Select the Tax Organizer tab to launch your Tax Organizer and follow on-screen prompts to proceed. A separate Tax Organizer is provided for each tax year to collect information. The Tax Organizer can be for one or more calendar year countries depending on the services EY is providing to you. Data for all fiscal year countries must be provided in separate Tax Organizers because the income information required will not be the same for two separate tax years. In order to provide the most complete pre-population within the Tax Organizer, only one Tax Organizer can be accessed at a time. The Tax Organizers must be completed in the order they are activated. Click the yellow Get Started button to launch your Tax Organizer. If the Get Started button is disabled (non-yellow), then it cannot be accessed until a different Tax Organizer has been submitted. The first time you access a Tax Organizer, the questions on the Welcome Page must be answered, and then click Begin. Clicking Begin will initiate the prepopulation of your Tax Organizer. The Tax Organizer remembers the page that you were on when you closed out of the Tax Organizer or logged out of GlobalOne Individual Portal. The next time you access the Tax Organizer, it will open to the same page that you were on before. All of the Tax Organizers are available in multiple languages, with the default being English. To select a different language, click on the drop-down menu in the top center of the screen and select the desired language (e.g., Spanish, German, French, Chinese, Japanese, Polish). 2 The Archived Tax Organizers section provides access to all Tax Organizers previously completed and submitted by you.
14 Tax Organizer Navigation 2 There are a few ways to navigate within the Tax Organizer. At the top right of each page, you can click to move to the prior page, or click to move to the next page. At the bottom of each page, you can click Next to move to the next page, or click Previous to move back to the previous page. You can also navigate from one page to another by using the Navigation menu on the left side of the screen. The data you have entered is automatically saved when you move from one page to another in the Tax Organizer. In addition, you may also save the data anytime while on the page by clicking Save. Make sure you click Save before logging out of the Tax Organizer or GlobalOne Individual Portal. You can obtain on-screen help by placing your mouse over the blue circled question mark icons available within the Tax Organizer. 2 Navigating away from a partially completed section will prompt a message window to appear, identifying additional information that is required. You may choose to Resolve later or Resolve now. Resolve later allows you to continue completing other sections of the Tax Organizer and navigates you to the next page. 3 Resolve now keeps you on the current page and highlights questions (in red text) that require your attention. Within the Tax Organizer, you may be asked to provide a document if it is required for EY to prepare your return. Where this occurs, you will see a Browse Button. 3 Prior to submission, the last section of the Tax Organizer, called Required Documents, identifies all documents based on your responses as being required to complete your tax filing. The list of documents displays all documents, including those already uploaded. The Tax Organizer can be submitted without uploading any documents; however, EY may not be able to start the preparation of the tax return until the documents are received. Once you have entered all relevant data and required documents in the Tax Organizer, click the Submit button located in the Review and Summary section. The Submit button will not be active until all required responses have been provided. Once a Tax Organizer is submitted, information cannot be added, changed or modified via the Tax Organizer. Therefore, be sure that your Tax Organizer is complete and accurate before submitting. A copy of the Tax Organizer may be saved using the Export to PDF button.
15 Business Travel GlobalOne business travelers Depending on your circumstances and the services being provided by EY, you may receive access to EY GlobalOne Business Traveler to complete a travel assessment (immigration and/or tax) that collects information about your personal and travel data for further analysis of your travel plans. The Business Travel tab allows you to complete a travel assessment that will identify your travel plans. Based on the information, EY will evaluate what, if any, pre-departure plans you must make and actions you must take to address the entry requirements for any destination countries. Once you access the Business Travel tab, the Getting Started screen will display, listing the information you will need to continue. You can authorize someone else (e.g., manager, HR, executive assistant) to complete the questionnaires on your behalf. This person will be designated as your Questionnaire Preparer who can update and manage your travel data. Questionnaire Preparers can support multiple employees/travelers as they update and manage those travelers travel data. The tool can be accessed by navigating to the Business Travel tab located in your GlobalOne Individual Portal. Once you access the Business Travel tab, the Getting Started screen will display, listing the information you will need to continue. For first-time users and non-globalone users, a link will be provided in a separate communication. The travel questionnaire should be completed at least three days prior to a planned departure to allow sufficient time for additional processing or review should it be required.
16 EY Assurance Tax Transactions Advisory About EY EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities. EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients. For more information about our organization, please visit ey.com. 205 EYGM Limited. All Rights Reserved. EYG no. DL52 CSG No MW ED 066 This material has been prepared for general informational purposes only and is not intended to be relied upon as accounting, tax, or other professional advice. Please refer to your advisors for specific advice. ey.com
Your Archiving Service
It s as simple as 1, 2, 3 This email archiving setup guide provides you with easy to follow instructions on how to setup your new archiving service as well as how to create archiving users and assign archiving
More informationOnline Scheduling Instructions
Online Scheduling Instructions 1. First, you will need to create a user account. Go to: https://emsweb.ad.siu.edu/virtualems/ a. Click on My Account, then scroll down to create an account. b. Fill out
More informationEXPRESSPATH PROVIDER PORTAL USER GUIDE AUGUST 2013
EXPRESSPATH PROVIDER PORTAL USER GUIDE AUGUST 2013 2013-2020 Express Scripts, Inc. All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, electronic
More informationHealthInfoNet CLINICAL PORTAL USER REFERENCE GUIDE. Revised: 2.12.2015 Page 1 of 32
HealthInfoNet CLINICAL PORTAL USER REFERENCE GUIDE Revised: 2.12.2015 Page 1 of 32 HealthInfoNet User Reference Guide INSIDE: Clinical Portal 3-12 Notifications and Worklists 13-21 Prescription Monitoring
More informationMEETINGONE ONLINE ACCOUNT MANAGEMENT PORTAL ACCOUNT ADMIN USER GUIDE
MEETINGONE ONLINE ACCOUNT MANAGEMENT PORTAL ACCOUNT ADMIN USER GUIDE CONTENTS Description of Roles... 4 How to Login... 4 Select a Role... 5 Overview of Tabs... 6 Home Tab... 7 Account Profile Tab... 7
More informationCustomer admin guide. UC Management Centre
Customer admin guide UC Management Centre June 2013 Contents 1. Introduction 1.1 Logging into the UC Management Centre 1.2 Language Options 1.3 Navigating Around the UC Management Centre 4 4 5 5 2. Customers
More informationSupplier Management System User Guide
Supplier Management System User Guide Copyright 2007-2010 by CVM Solutions LLC. All Rights Reserved. The material contained in this document is proprietary data and is the intellectual property of CVM
More informatione-snaps Instructional Guide Continuum of Care (CoC) Applicant Profile
e-snaps Instructional Guide Continuum of Care (CoC) Applicant Profile Version 1, 2016 Table of Contents Introduction... 1 Objectives... 1 Overview of this Instructional Guide... 1 Accessing e-snaps...
More informationMy ø Business User guide
My ø Business User guide Contents Page 1 Contents Welcome to your My ø Business user guide. It s easy to use. Move your mouse over the page to get to the section you want. Click on the links at the top
More informationMANAGER SELF SERVICE USER GUIDE
MANAGER SELF SERVICE USER GUIDE FEBRUARY 2016 Contents Note: If using this guide electronically the contents are hyperlinked to each section. Introduction... 2 Using This Manual... 2 Signing in to Workday...
More informationEducation Solutions Development, Inc. APECS Navigation: Business Systems Getting Started Reference Guide
Education Solutions Development, Inc. APECS Navigation: Business Systems Getting Started Reference Guide March 2013 Education Solutions Development, Inc. What s Inside The information in this reference
More informationStep-by-Step Guide Procurement Card & Travel Reconciliation Expense Reports: Step 4c Attaching Documents by Receipt Store to Individual Expenses
There are three ways to attach documents to an expense report in the Concur Travel & Expense System: scanning, faxing, or using the Receipt Store to attach to individual expenses. Note: Approvers have
More informationDeltek Touch Time & Expense for GovCon. User Guide for Triumph
Deltek Touch Time & Expense for GovCon User Guide for Triumph November 25, 2014 While Deltek has attempted to verify that the information in this document is accurate and complete, some typographical or
More informationCreating an Expense Report from a Blank Report Form. These instructions are designed for those who do NOT need a Travel Authorization.
Creating an Expense Report from a Blank Report Form These instructions are designed for those who do NOT need a Travel Authorization. Expense Reports are required for the following reasons: Document all
More informationTable of Contents. Manual for Core Staff - Equipment/Scheduling Core Facilities
Table of Contents 1. Overview 2. How do I manage my account? 3. Equipment Scheduling Workflow Overview 4. Equipment Scheduling Walk Through a. How do I access the list of calendars available for scheduling?
More informationDocuSign for Outlook v5.2. Overview. Quick Start Guide. Published October 12, 2015
Quick Start Guide DocuSign for Outlook v5.2 Published October 12, 2015 Overview DocuSign for Outlook allows users to sign and return or get signatures on email attachments directly from Outlook. Users
More informationExternal Experts Portal
External Experts Portal Frequently Asked Questions (FAQs) Last updated: 28 th August 2015 This document contains responses to frequently asked questions relating to the TEQSA external experts portal. Contact
More informationVerified Volunteers. System User Guide 10/2014. For assistance while navigating through the system, please contact Client Services at:
Verified Volunteers System User Guide 10/2014 For assistance while navigating through the system, please contact Client Services at: RCAN@verifiedvolunteers.com - (855) 326-1860 - Option 1 Welcome to Verified
More informationBizconferencing Service
Bizconferencing Service Welcome! Thank you for using Dialog Bizconferencing Service, the flexible and cost effective Conference Solution that is secure and easy to use anytime, anywhere! This requires
More informationCity of Richmond. Arts & Culture Project Assistance. City Grants Web-based System. Grant Applicant User Guide
City Grants Web-based System 3995758 REVISION CONTROL Reference Document(s) REDMS # 3996112 City Grants Web-based System User Guide for Arts & Culture Operating Assistance Version # Date Prepared By Date
More informationModule 1 Getting Started
Module 1 Getting Started Introduction Talent Connect Job Seeker User Guide The goal of the Pure Michigan Talent Connect website is to provide a centralized location for Employers and Job Seekers to connect.
More informationSelf-Generation Incentive Program. Online Application Database Tutorial
Self-Generation Incentive Program Online Application Database Tutorial New Applicant Registration If you haven t already registered with the site, you will need to request an account by filling out the
More informationDarwiNet Client Level
DarwiNet Client Level Table Of Contents Welcome to the Help area for your online payroll system.... 1 Getting Started... 3 Welcome to the Help area for your online payroll system.... 3 Logging In... 4
More informationSYSTEM REQUIREMENTS... 5 FREE RESOURCES... 6 GETTING STARTED...
Table of Contents ABOUT... 4 Authorized Use... 4 Questions and Contact Information... 4 SYSTEM REQUIREMENTS... 5 FREE RESOURCES... 6 GETTING STARTED... 7 Account Creation Overview and Types of Accounts...
More informationBank OnLine Commercial Administrator User s Guide
Bank OnLine Commercial Administrator User s Guide Rev12-15 P.O. Box 6469 Corpus Christi, Texas 78466-6469 Cash Management E-mail: CashManagement@AmericanBank.com Support Team: (361) 653-5296 Sales Team:
More informationSecure File Exchange
Secure File Exchange Overview of the Secure File Exchange... 2 File exchange process... 2 Sending files to clients/portal users... 2 Receiving files from clients/portal users... 2 Setup... 3 How to request
More informationQRIS Program Manager User Guide. Release Date: 01/21/2011 Version 1.0
QRIS Program Manager Release Date: 01/21/2011 Version 1.0 ( Q R I S ) P r o g r a m M a n a g e r Table of Contents Introduction... 3 Quick Guide on How to Access the QRIS Program Manager... 5 Requirements...
More informationFederal Program Office (FPO) User Manual
Federal Program Office (FPO) User Manual System Navigation NOAA Grants Online Program Management Office August 2015 Table of Contents Overview... 5 Accessing Grants Online... 5 Grants Online Navigation
More informationExternal Account Creation and Upload Instructions for the Local Government (LG) Audit Report Collection System
External Account Creation and Upload Instructions for the Local Government (LG) Audit Report Collection System In order to submit data for any Department of Audits and Accounts (DOAA) web application,
More informationMILWAUKEE COUNTY APPLICANT TRACKING SYSTEM USER GUIDE
MILWAUKEE COUNTY APPLICANT TRACKING SYSTEM USER GUIDE Page 1 of 17 SEARCH OPEN POSITIONS Enter to see current postings. Search for specific titles, locations, divisions, employment type, and/or compensation
More informationUSERGUIDE FOR INSTRUCTORS
USERGUIDE FOR INSTRUCTORS INTRODUCTION Dear instructor, Thank you for downloading this Ephorus User Guide. If you have any questions, please contact the Ephorus key user within your educational institute.
More informationCDOT Workflow ProjectWise Web Access Operations
CDOT Workflow ProjectWise Web Access Operations ProjectWise offers a Web-based method for accessing project data from existing CDOT datasources. This document includes instructions for configuring Internet
More informationD2L: An introduction to CONTENT University of Wisconsin-Parkside
D2L: An introduction to CONTENT University of Wisconsin-Parkside FOR FACULTY: What is CONTENT? The Content and Course Builder tools both allow you to organize materials in D2L. Content lets you and your
More informationFlorida Department of Transportation Electronic. Review Comments (ERC) System User Manual. December 2015
Florida Department of Transportation Electronic Review Comments (ERC) System User Manual December 2015 TABLE OF CONTENTS LOG IN... 4 RACF... 4 INTERNET SUBSCRIBER ACCOUNT (ISA)... 4 UPDATING INTERNET SUBSCRIBER
More informationCERVIS Technologies Volunteer Management User Manual
CERVIS Technologies Volunteer Management User Manual Created By: Andrew Bauer, Erin Bracken, Anna Schozer and Chris Xavier Worcester Polytechnic Institute Interactive Qualifying Project D Term 2016 Contents
More informationOnline Banking User Guide
Online Banking User Guide Page 1 of 14 Set Up and Access to Online Banking How do I set up Online Banking? To enroll in Online Banking, complete the following: 1. Go to https://www.cobnks.com. 2. Under
More informationUser s Guide for the Texas Assessment Management System
User s Guide for the Texas Assessment Management System Version 8.3 Have a question? Contact Pearson s Austin Operations Center. Call 800-627-0225 for technical support Monday Friday, 7:30 am 5:30 pm (CT),
More informationKronos Online Approval Process (Facility)
Kronos Online Approval Process (Facility) The Kronos online supervisory approval process will allow supervisors to easily review and approve timecards as well as view employee leave balances and run reports
More informationEnd User Manual. SharePoint. Please send feedback or suggestions for updates to the following email address IT.Training@lse.ac.uk
SharePoint End User Manual Please send feedback or suggestions for updates to the following email address IT.Training@lse.ac.uk London School of Economics & Political Science 1 02/12/2014/lse.ac.uk/IMT/training
More informationBasecamp Manual. Managing Projects Using Basecamp s Project Management Software
271 Grove Avenue Webster Commons - Building C, Suite 4 Verona, NJ 07044 T: 973.239.9002 www.lform.com Basecamp Manual Managing Projects Using Basecamp s Project Management Software LFORM DESIGN 271 Grove
More informationTraining Manual. Version 6
Training Manual TABLE OF CONTENTS A. E-MAIL... 4 A.1 INBOX... 8 A.1.1 Create New Message... 8 A.1.1.1 Add Attachments to an E-mail Message... 11 A.1.1.2 Insert Picture into an E-mail Message... 12 A.1.1.3
More informationFrequently Asked Questions for logging in to Online Banking
Frequently Asked Questions for logging in to Online Banking Why don t I recognize any of the phone numbers on the Secure Code page? I can t remember my password; can I reset it myself? I know I have the
More informationThe Reporting Console
Chapter 1 The Reporting Console This chapter provides a tour of the WebTrends Reporting Console and describes how you can use it to view WebTrends reports. It also provides information about how to customize
More informationOnline Test Monitor Certification Course 2014-2015 Transcript
Online Test Monitor Certification Course 2014-2015 Transcript Slide # Slide 1 Slide 2 Slide 3 Slide 4 Slide 5 Slide 6 Slide 7 Minnesota Assessments Test Security Training for Districts and Schools Welcome
More informationMobile: Getting Started with Workday for ipad
Install and Log in to Workday From your ipad: 1. Tap the App Store Application icon. 2. Tap Search and enter Workday. 3. Select Workday for ipad from the search results. 4. Tap Free to install the app.
More informationMicrosoft SharePoint is provided by Information Services for staff in Aberystwyth University.
USING SHAREPOINT E-Services and Communications, Information Services, Aberystwyth University CONTENTS This document shows you how to: Access SharePoint Use your personal My Site area to try out features
More informationDocuSign for SharePoint Online v2.4
Quick Start Guide DocuSign for SharePoint Online v2.4 Published October 12, 2015 Overview DocuSign for SharePoint Online allows users to sign or send documents out for signature from a SharePoint Online
More informationThis web-based report provides information for single funds centers. The report can be run for one funds center or multiple single funds centers.
Budget Status Report This web-based report provides information for single funds centers. The report can be run for one funds center or multiple single funds centers. The report includes the following
More informationEmployer Portal User Guide Last Updated: October 2015
Employer Portal User Guide Last Updated: October 2015 San Francisco City Option PO Box 194367 San Francisco, CA 94119-4367 Phone: 1(415) 615-4492 Fax: 1(415) 615-4392 Email: employerservices@sfcityoption.org
More informationCash Reporting Scheduler User Guide
Cash Reporting Scheduler User Guide J.P. Morgan ACCESS sm Created: June 2008 Last Modified: October 22, 2010 Software Version: 2.0 This document contains information that is confidential and is the property
More informationAdd Title. Electronic Services Verification Instructions
Add Title Electronic Services Verification Instructions Electronic Services Verification Instructions Access CHAMPS Enter Daily Tasks What to do if the Client is Not in the Home Log services for Multiple
More informationSuccessFactors Onboarding Phase 1 Verification Team Reference Guide Last revised 12.8.15
SuccessFactors Onboarding Phase 1 Verification Team Reference Guide Last revised 12.8.15 Table of Contents Overview... 2 The Onboarding Dashboard... 2 Locating the Hire in the Onboarding System... 5 Completing
More informationWelcome to PowerClaim Net Services!
Welcome to PowerClaim Net Services! PowerClaim Net Services provides a convenient means to manage your claims over the internet and provides detailed reporting services. You can access PowerClaim Net Services
More informationLOGO. HBS Bi-Weekly Exempt Employee Training. Bi-Weekly Exempt Timesheets. Updated 01.27.11
LOGO Bi-Weekly Exempt s HBS Bi-Weekly Exempt Employee Training Updated 01.27.11 Welcome to HBS Training! Welcome to the HBS online training for UCSF Exempt Employees paid on a Bi-Weekly pay cycle. This
More informationUser Guide for Atlas eservices - My Leave. Contents
User Guide for Atlas eservices - My Leave This guide is for training in the Atlas eservices My Leave module. The Atlas eservices module is located in the Atlas HCM - the HR module in Atlas. This document
More informationAll Colleagues Landing Page
INTERNAL USE ONLY All Colleagues Landing Page User's Manual Version 5 Table of Contents Login... 2 Password Features... 4 Expired password...4 Password reset...6 Region Selection... 8 Changing Your Region...8
More informationAmerigroup Website User Guide for Providers: Provider Updates page 1
Amerigroup Website User Guide for Providers: Provider Updates page 1 The tools for provider updates allow you to: Change and update o Basic information o Registration information o Practice information
More informationBulkSMS Text Messenger Product Manual
BulkSMS Text Messenger Product Manual 1. Installing the software 1.1. Download the BulkSMS Text Messenger Go to www.bulksms.com and choose your country. process. Click on products on the top menu and select
More informationHelpful Links 8 Helpful Documents 8 Writing History 9 Pending Peer Reviews 9 Navigation Tabs 10 Changing Courses 10
V7.30.15 2014 GETTING STARTED Table of Contents Welcome to WPP Online 3 WPP Online Welcome Page 3 Logging in to WPP Online 4 Changing your Password 5 Accessing your Courses 7 Selecting a Course 7 The Course
More informationDIRECT MESSAGING END USER GUIDE ALABAMA ONE HEALTH RECORD. Unify Data Management Platform 2012/2013 Software Build 5.15
DIRECT MESSAGING END USER GUIDE ALABAMA ONE HEALTH RECORD Unify Data Management Platform 2012/2013 Software Build 5.15 April 2015 Proprietary and Confidential Property of Truven Health Analytics Inc.
More informationCustomer Portal User Guide: Transition to Delegation
NEW GTLD PROGRAM Customer Portal User Guide: Transition to Delegation Version 0.8 Table of Contents About this User Guide... 2 Introduction to the Customer Portal... 3 Logging in with your User Name and
More informationThe New Jersey SREC Solar Registration Program (SRP) Registration Portal Entry Customer User Guide.
The New Jersey SREC Solar Registration Program (SRP) Registration Portal Entry Customer User Guide. June 2016 Applied Energy Group, Inc. 6/29/2016 New Jersey SREC Solar Registration Program (SRP) Portal
More informationUF Health SharePoint 2010 Introduction to Content Administration
UF Health SharePoint 2010 Introduction to Content Administration Email: training@health.ufl.edu Web Page: http://training.health.ufl.edu Last Updated 2/7/2014 Introduction to SharePoint 2010 2.0 Hours
More informationAn Introduction to Box.com
An Introduction to Box.com Box is an online file sharing and cloud content management service and it provides features such as: Security controls Space Mobility Online collaboration Mobile access Version
More informationSAM Brief Student User Guide
SAM Assessment, Training and Projects for Microsoft Office December 2015 SAM Brief Student User Guide Contents Introduction 1 How to Use SAM 2 Logging in the First Time as a Pre-registered Student 2 Profile
More informationGenesee Intermediate School District Technology & Media Services 2413 West Maple Avenue Flint, Michigan 48507. GenNET Self-Service Helpdesk Tipsheet
Genesee Intermediate School District Technology & Media Services 2413 West Maple Avenue Flint, Michigan 48507 GenNET Self-Service Helpdesk Tipsheet The GenNET Self-Service Help Desk is an innovative, web-based
More informationAdd and Edit Listings
Add and Edit Listings About Add/Edit... 2 Add Listing... 4 Edit Worksheet... 9 Edit Listing... 11 Edit a Listing s Map Location... 12 Status Change... 13 Clone Existing Listing... 14 Upload Photos... 15
More informationVersion 3.0 May 2015 702P03414. Xerox Mobile Print Cloud User How To and Troubleshooting Guide
Version 3.0 May 2015 702P03414 2015 Xerox Corporation. All Rights Reserved. Xerox, Xerox and Design, ConnectKey, and Xerox Secure Access Unified ID System are trademarks of Xerox Corporation in the United
More informationJob Streaming User Guide
Job Streaming User Guide By TOPS Software, LLC Clearwater, Florida Document History Version Edition Date Document Software Trademark Copyright First Edition 08 2006 TOPS JS AA 3.2.1 The names of actual
More informationQuickStart Guide. Concur Expense
QuickStart Guide Concur Expense PROPRIETARY STATEMENT This document contains proprietary information and data that is the exclusive property of Concur Technologies, Inc, Redmond, Washington If you are
More informationTRAVEL AND EXPENSE CENTER REPORTS
TRAVEL AND EXPENSE CENTER REPORTS NOTE: This document is designed to be used online and has a number of embedded links to processes and additional information. We discourage the printing of manuals as
More informationInternet Explorer 7. Getting Started The Internet Explorer Window. Tabs NEW! Working with the Tab Row. Microsoft QUICK Source
Microsoft QUICK Source Internet Explorer 7 Getting Started The Internet Explorer Window u v w x y { Using the Command Bar The Command Bar contains shortcut buttons for Internet Explorer tools. To expand
More informationUser guide to the EMIR 1 notifications web portal
User guide to the EMIR 1 notifications web portal Contents 1. INTRODUCTION 2 2. Registering as a user 2 2.1 Super users 3 2.2 Adding additional counterparties 3 2.3 Adding additional users 4 2.4 Adding
More informationThe Coast to Coast AM Podcast for itunes 11
The Coast to Coast AM Podcast for itunes 11 System Requirements In order to run itunes 11, please see the system requirements at http://www.apple.com/itunes/download/. A Note on Downloading Directly to
More informationSelection Manager: Quick Start Guide
VERSION 1103 01.24.12 SELECTION MANAGER GUIDE Selection Manager: Quick Start Guide PART 1: GENERAL INFORMATION Selection Manager is the hiring official s interface for USA Staffing. In Selection Manager,
More informationNAB Trade Finance Online Customer User Guide
NAB Trade Finance Online Customer User Guide Contents Introduction Scope... 2 How to Use This Guide... 2 Users of NAB Trade Finance Online... 3 Resources... 3 Your Profile... 4 Introduction... 4 Roles...
More informationStudent Progress Center Instructions. 1. Navigating to the Student Progress Center. 2. Logging in to an Existing Account. 3. Creating a New Account
Student Progress Center Instructions The Student Progress Center has a new look. Click on the links below for instructions on how to navigate to our website, create an account, and use the Student Progress
More informationCoventryOne Agent Portal User Guide
CoventryOne Agent Portal User Guide CoventryOne is an Individual Product underwritten by PersonalCare Insurance of Illinois, Inc. Welcome to the CoventryOne Agent Portal bringing the convenience of the
More informationEnd User Training Guide
End User Training Guide October 2013 2005-2013 ExpenseWire LLC. All rights reserved. 1 expensewire.com Use of this user documentation is subject to the terms and conditions of the applicable End- User
More informationAdobe Acrobat 6.0 Professional
Adobe Acrobat 6.0 Professional Manual Adobe Acrobat 6.0 Professional Manual Purpose The will teach you to create, edit, save, and print PDF files. You will also learn some of Adobe s collaborative functions,
More informationCyber Pay ONLINE Product Manual Payroll Administrator User Guide
-1- Cyber Pay ONLINE Product Manual Payroll Administrator User Guide -2- Table of Contents 1. Overview 3 2. Logging In 4 a. The Log In Screen 4 b. Forgotten Password 5 3. Basic Interface 5 4. Payroll Entry
More informationMIDAS Authorization User Guide. Provider Portal
MIDAS Authorization User Guide Provider Portal Table of Contents Logging On... 2 Change Your Password... 4 Homepage/Welcome Screen... 5 Provider Management.. 5 Provider Demographics... 6 Provider Additional
More informationGovernment of Saskatchewan Executive Council. Oracle Sourcing isupplier User Guide
Executive Council Oracle Sourcing isupplier User Guide Contents 1 Introduction to Oracle Sourcing and isupplier...6 1.0 Oracle isupplier...6 1.1 Oracle Sourcing...6 2 Customer Support...8 2.0 Communications
More information1603 Program Online System Guide https://treas1603.nrel.gov/ Submitting Reviewer Requested Documentation Pages 6 8
Payments for Specified Energy Property in Lieu of Tax Credits Under the American Recovery and Reinvestment Act of 2009 1603 Program Online System Guide https://treas1603.nrel.gov/ The online system is
More informationCA Service Desk Manager (SDM) r12.6 SDM Basic Navigation and Functionality
CA Service Desk Manager (SDM) r12.6 SDM Basic Navigation and Functionality Analyst Training Last Updated: February 4, 2013 Created by: Administrative Information Technology Services (AITS) University of
More informationUsermanual Active Tracing 3.3. Full Visibility. Complete chain of consignment tracking and paperless proof of delivery
Usermanual Active Tracing 3.3 Full Visibility Complete chain of consignment tracking and paperless proof of delivery Benutzerhandbuch, November 2009 Seite 2 Table of contents Introduction... 3 1. Access...
More informationCloud PBX User s Guide
Cloud PBX User s Guide G12 Communications 1 (877) 311-8750 sales@g12com.com Jackson St. #19390, Seattle, WA 98104 Contents Contents...2 Introduction...4 1. Using Your Desk Phones...4 Making Calls...4 Making
More informationAvMed s Physician-to- Physician Referral Program
AvMed s Physician-to- Physician Referral Program Quick Reference Guide For Primary Care Physicians 1 P age Introduction Primary Care Physicians (PCPs) play a critical role in the health of our Medicare
More informationIntroduction to the SAM Student Guide 3. How to Use SAM 4. Logging in the First Time as a Pre-registered Student 4 Profile Information 6
Contents Introduction to the SAM Student Guide 3 How to Use SAM 4 Logging in the First Time as a Pre-registered Student 4 Profile Information 6 Logging into SAM as a New User 8 Forgot Password 12 Grace
More informationSecure Messaging Quick Reference Guide
Secure Messaging Quick Reference Guide Overview The SHARE Secure Messaging feature allows a SHARE registered user to securely send health information to another SHARE registered user. The Secure Messaging
More informationFrequently Asked Questions About Applying for a Job at. Georgia Transmission Corporation
Frequently Asked Questions About Applying for a Job at Georgia Transmission Corporation Searching/Reviewing Jobs What if the system returns no results when I do a keyword search or select a specific job
More informationUser Guide for Atlas HR eservices - My Leave
User Guide for Atlas HR eservices - My Leave This guide is for training in the HR eservices My Leave module. The HR eservices module is located in the Atlas HCM - the HR module in Atlas. This document
More informationDROOMS DATA ROOM USER GUIDE. www.drooms.com
USER GUIDE www.drooms.com USER GUIDE Dear User, Whether simply reviewing documentation, sending queries during the due diligence process or administering a data room yourself, Drooms is the software solution
More informationClicktoFax Service Usage Manual
ClicktoFax Service Usage Manual 1. Log in to Fax Service 2. Configure your account 3. Send a fax 4. Receive a fax/search for Faxes/View Faxes 5. Logout 6. Additional Support 1. Log into fax service: a.
More informationThe Rush 24/7 Podcast for itunes 11
The Rush 24/7 Podcast for itunes 11 System Requirements In order to run itunes 11, please see the system requirements at http://www.apple.com/itunes/download/. A Note on Downloading Directly to Mobile
More informationStudent Guide to Symplicity
Student Guide to Symplicity Video tutorials for Symplicity are available. Click on the Continue Reading link on the Welcome Announcement for links to the videos. Find out how to get started on Symplicity,
More informationGuide to PanAm Agent and Online Booking Tool Services!
Guide to PanAm Agent and Online Booking Tool Services Sections: 1. Getting Started with PanAm 2. Booking with An Agent 3. TripCase 4. Online Booking Tool - Logging In & Completing Your Profile 5. Book
More informationWelcome to the Cleveland State University Job Posting and Application Site Tutorial!
Welcome to the Cleveland State University Job Posting and Application Site Tutorial! 1 Basic Navigation This tutorial will take approximately 20 minutes. 1) Use the forward and back navigation buttons
More informationEBMS Secure Email. February 11, 2016 Instructions. Version 2
February 11, 2016 Instructions Version 2 Table of Contents Secure Email Upgrade... 3 Receiving Secure Email... 3 Viewing Past Secure Emails... 3 One-Time Registration... 4 Registration Screen... 5 Viewing
More informationCreating an Event Registration Web Page with Special Features using regonline Page 1
Creating an Event Registration Web Page with Special Features using regonline 1. To begin, enter www.regonline.com in your browser s address bar. A red arrow on each screen shot shows you where to place
More information