VE Professional Completing Part 2 of the Online Application

Transcription

1 As part of the boarding process, a candidate is required to access part 2 of the online application to complete the remaining details for set up in PeopleSoft. This reference guide will walk through the process of the candidate completing part 2 of the online application. 1. To access part 2 of the online application, the candidate will need to enter their login credentials. The login credentials are the same ones created by the candidate when they originally applied online. The candidate will enter the Address and Password then click the Submit arrow or press the Enter key. 2. The Tax Forms tab will display the Federal and State Tax (if applicable) forms links. The Save and Continue button will not become active until the Federal and State Tax (if applicable) forms have been completed and electronically signed. VE Professional: Page 1

2 3. Click the appropriate Federal W-4 link. A writable PDF form of the Federal W-4 will display. Click the green Begin button. The candidate s Name, SSN and Address information from the online application will automatically populate on the form. 4. The candidate will need to enter the appropriate withholding allowances, marital status, etc. Once complete, click the Submit Form button at the bottom of the page. 5. The candidate will be taken back to VE where they will be presented with the electronic signature verbiage. Clicking the I agree radio button and OK button will take the candidate back to the Tax Forms tab. 6. Once the Federal Tax form is complete, the candidate will be required to complete the State Tax form (if applicable). 7. Steps 3 and 5 will need to be followed to complete the State tax form. VE Professional: Page 2

3 8. Once the Federal and State Tax (if applicable) forms are complete, the candidate will be taken back to the Tax forms tab where the Save and Continue button will be active. Click the Save and Continue button. 9. The candidate will receive confirmation the data has successfully been saved in the system. Click the Continue button. 10. The candidate will be taken back to the Tax Forms tab. Click the TCS tab. On the TCS tab, there is no action needed by the candidate. Click the Save and Continue button. VE Professional: Page 3

4 11. The Invitation to Self-Identify tab will display the value(s) a candidate may have selected in the field(s). This page is voluntary. After the details are reviewed, click the Save and Continue button. 12. The Onboarding Data tab is the last tab to be completed. The fields containing an asterisk are required fields. 13. To elect a direct deposit to a Paycard, Savings or Checking account, the candidate should click the drop down for the Direct Deposit Payment Method Type field. VE Professional: Page 4

5 14. The Financial Institution field should contain the financial institution the candidate is electing to deposit funds into. NOTE: If a candidate elects Paycard for the Direct Deposit Payment Method Type, instructional text is provided on the Onboarding Tab guiding the candidate on the details to enter in the Financial Institution field. If selecting a Direct Deposit Payment Method Type of Paycard, enter the Financial Institution as MetaBank and Routing Number Your 13 digit Bank Account number is located on the back of your card in the lower left corner and begins with 510. This number will be entered in the Account Number field. 15. The Routing Number field should contain the routing number for the financial institution to which the funds are being deposited into. NOTE: If a candidate elects Paycard for the Direct Deposit Payment Method Type, instructional text is provided on the Onboarding Tab guiding the candidate on the details to enter in the Routing Number field. If selecting a Direct Deposit Payment Method Type of Paycard, enter the Financial Institution as MetaBank and Routing Number Your 13 digit Bank Account number is located on the back of your card in the lower left corner and begins with 510. This number will be entered in the Account Number field. 16. The Account Number field should contain the account number to which the funds are being deposited into. NOTE: If a candidate elects Paycard for the Direct Deposit Payment Method Type, instructional text is provided on the Onboarding Tab guiding the candidate on the details to enter in the Account Number field. If selecting a Direct Deposit Payment Method Type of Paycard, enter the Financial Institution as MetaBank and Routing Number Your 13 digit Bank Account number is located on the back of your card in the lower left corner and begins with 510. This number will be entered in the Account Number field. 17. The Amount field should contain the dollar amount the candidate would like deposited into their account. NOTE: If the candidate would like all of their funds deposited into their account, NET should be entered into the field. VE Professional: Page 5

6 18. The Remaining Balance field contains a drop down with 2 values Yes and No. o If a candidate elects to have the NET of their paycheck go to a financial institution, Yes would be selected. o If a candidate elects to have a specific amount go to a financial institution, No would be selected. 19. A candidate can elect up to 3 deposits on the Onboarding Data tab. Steps would be followed for each account entered. Once all details have been entered on the Onboarding Data tab, scroll to the bottom of the page and click the Save button. You will receive confirmation the application details have been successfully updated. VE Professional: Page 6