Self Service - Personal Information Guide for Users Updated on 5 May 2015

Transcription

1 Updated on 5 May 2015

2 Contents Getting Help... iii Supported Browsers... iii Self Service - Personal Information... Error! Bookmark not defined. Personal Information... 1 Update Your Emergency Contact... 2 Update Mail Address Information... 5 Update Your Phone Numbers... 8 Page ii

3 Getting Help ehr Online Learning You will find a collection of online learning and guides for users for all ehr systems at: Check out the Getting Started topic before you start browsing the online content. HR Client Services If you experience difficulties logging into online learning or any ehr system, call or HR Client Services: Call: ext or hr@ryerson.ca Technical Help To access any of Ryerson's systems, you must first activate your Ryerson ID by completing the web form available at: If you experience difficulties logging into ehr via Blackboard using your RyersonID, call or the CCS Help Desk: Call: ext or help@ryerson.ca Ask a Question: Supported Browsers ehr can be accessed with an internet connection using: Internet Explorer version 8, 9, 10 (Compatibility on) Safari 3.x. or higher Firefox Check out the Getting Started topic to learn how to set-up and configure your browser before you begin using ehr. ehr should NOT be accessed using the following browsers: Opera Chrome Disclaimer This document is intended as a reference for all employees of Ryerson University. Every effort has been made to ensure the content of this document is correct. If any conflict of information is found between this document and any official documents related to the content, the applicable policy/collective agreement information of the official documents will prevail. The information contained in this document is subject to change without notice and is not warranted to be error-free. If you find any errors, please contact HR Client Services at (416) or hr@ryerson.ca Page iii

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5 Personal Information This content will assist you with using ehr to access your personal information online. ehr provides you with a secure and convenient way to access and update your personal information. It is your responsibility to keep your personal information up-to-date. To update your banking and direct deposit information refer to the Payroll & Compensation ( online learning. By the end of the guide you will be able to: View and update your personal information Update your addresses Update your phone Numbers Change and add your emergency contacts This guide applies to: All employees Page 1

6 Update Your Emergency Contact Procedure In this topic you will learn how to add and update an emergency contact. 1. Once you have accessed ehr, navigate to the Emergency Contacts menu. Click the Main Menu button. 2. Click the Self Service menu. 3. Click the Personal Information menu. 4. Click the Emergency Contacts menu. Page 2

7 5. In this example you will add a new contact, click the Add Emergency Contact button. You could also use the Edit icon to change information on an existing contact. 6. Enter the emergency contact information. Check the appropriate boxes under Address and Telephone in to link the person to your information in the ehr - if your emergency contact has the same address and/or primary telephone as yourself. 7. Click the Scroll Bar scrollbar. 8. Click the Save button. Page 3

8 9. Click the OK button. 10. Check the Preferred box to change your preferred primary contact number as needed. 11. End of topic. More online learning is available for your self service options in ehr. Refer to the ehr page ( on HR web site. End of Procedure. Page 4

9 Update Mail Address Information You will see the most current information when viewing your address information. If you have changed any of your address information since you were hired, you are required to update the details using this self-service option. Procedure In this topic you will learn how to edit home address information. 1. Once you have accessed ehr, navigate to the Home and Mailing Address menu. Click the Main Menu button. 2. Click the Self Service menu. 3. Click the Personal Information menu. 4. Click the Home and Mailing Address menu. 5. All mailed correspondence from Human Resources will be sent to your system Home address. However, T4 or T4A slips will be mailed to your Mail address if one is entered. Once you have added a mail address, you can not remove it. If you no longer require it, change it to be the same as your home address. Page 5

10 6. To edit your current address information, click the Edit button. Page 6

11 7. Click the Choose a date (Alt+5) button to choose the date for this address to take effect. 8. Select the calendar date and the system will complete the date field. In this example, you will use the current date. Click the Current Date link. 9. Update your details as required. 10. Click the Save button. 11. Click the OK button. 12. End of topic. More online learning is available for your self service options in ehr. Refer to the ehr page ( on HR web site. End of Procedure. Page 7

12 Update Your Phone Numbers Procedure In this topic you will learn how to update your phone numbers. 1. Once you have accessed ehr, navigate to the Phone Numbers menu. Click the Main Menu button. 2. Scroll the Self Service menu with the mouse wheel. 3. Click the Personal Information menu. 4. Click the Phone Numbers menu. Page 8

13 5. You can add or update phone numbers, or specify your preferred phone number. Click the Add Phone Number button. Tip: To update the existing phone number, simply enter the new number over the old data and click the Save button. 6. Click the Phone Type list. 7. Click the Home list item. 8. Enter the desired information into the Telephone field. Enter "416/ ". 9. Check the Preferred box to change your preferred contact number as needed. 10. Click the Save button. 11. Click the OK button. Page 9

14 12. End of topic. More online learning is available for your self service options in ehr. Refer to the ehr page ( on HR web site. End of Procedure. Page 10