University of Missouri

Transcription

1 University of Missouri PeopleSoft End User Training MYHR - NEW EMPLOYEE ONBOARDING T R A IN IN G PARTICIPANT GUIDE P E O P L E S O F T H R M S 9.1 MYHR J A N U A R Y 28, 2014

2 COPYRIGHT & TRADEMARKS Copyright 1998, 2009, Oracle and/or its affiliates. All rights reserved. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are commercial computer software or commercial technical data pursuant to the applicable Federal Acquisition Regulation and agencyspecific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR , Commercial Computer Software License (December 2007). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA This software is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications which may create a risk of personal injury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of this software. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications. This software and documentation may provide access to or information on content, products and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content, products and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third party content, products or services.

3 Table of Contents Training Guide UMSYS HR 9.1 epaf Welcome... 1 Introduction to... 1 Appointment Notification Form... 3 Completing the Forms... 8 My Personal Information Form... 8 My Direct Deposit Form My Federal and State Tax Info Form My I-9 Information Page iii

4

5 UMSYS HR 9.1 epaf - Welcome Welcome to the PeopleSoft Human Resources 9.1 Training Guide. Introduction to Welcome to the! As a new employee, you will need to provide us with some information so that you can complete the onboarding process and we can properly process you in our administrative system. refers to completing the following forms: Appointment Notification, Personal Data, Direct Deposit, W-4, and I-9. It is recommended that once you start a form you complete it. In order to complete these forms, you will need your Social Security Number, checking/saving account information, and Visa information (if applicable). You should have received an from the University (see the following sample). If you are a student, this may appear slightly different. If you did not receive this , please contact your campus HR office. (Note: This may appear in your spam folder instead of your inbox.) Follow the steps in the to complete the onboarding process. For step-by-step instructions, refer to the corresponding lesson in these training materials. Division of Information Technology Page 1

6 Sample New Employee Page 2 Division of Information Technology

7 Appointment Notification Form Once you have created a password and logged into myhr, the first thing that will display is the Appointment Notification Form. You will need to review the information on the form and sign it before the checklist containing the rest of the onboarding forms display. 1. Click the button. Division of Information Technology Page 3

8 2. After reviewing the information, click the Electronically Sign This Form button. Page 4 Division of Information Technology

9 3. You must provide your electronic signature on the Appointment Notification Form. Click in the Password field. 4. Enter newly created password into the User Password field. For this training example, enter "TEST01". 5. Click the Continue button. Division of Information Technology Page 5

10 6. If you wish to view your Appointment Notification Form after signing it, click Main Menu, point to Self Service, and click the Sign Appointment Notification menu item. Page 6 Division of Information Technology

11 7. Click the icon to view the form. 8. End of Procedure. Division of Information Technology Page 7

12 Completing the Forms My Personal Information Form Procedure After completing the Appointment Notification form, a checklist will display showing the list of forms you need to complete. The Last Updated date is your hire date. The first form you will need to complete is the Personal Data form. 1. Click the My Personal Information checklist item. Page 8 Division of Information Technology

13 2. The Your Personal Information page will display. Complete the fields on this page so that your address and phone information is accurately recorded by the University. Fields marked with an asterisk (*) are required. If you wish to return to the checklist, click the < Return to Home link. Note: If you have existing information in the system (e.g., former employee who is rehired), your previous data may display in the forms. Update this information accordingly. 3. If you are unsure of what to enter in a field, use the look up feature when available. Division of Information Technology Page 9

14 4. If your mailing address is different from your home address, clear the Mailing address is the same as home address option. Page 10 Division of Information Technology

15 5. Address fields in which you can enter your mailing address will display. Division of Information Technology Page 11

16 6. When you are finished, click the Next >> button. Page 12 Division of Information Technology

17 7. The second page contains University specific information. Complete the fields on this page so that your personal information is accurately recorded by the University. Division of Information Technology Page 13

18 8. Select the check boxes next to the personal information statements that apply to you. Page 14 Division of Information Technology

19 9. Scroll down the page and complete the remainder of the personal information fields. 10. Although they contain similar information, you are required to complete both the Highest Education Level and Highest Degree fields. The Highest Degree field allows for more specific degree information. 11. Click the Look up Highest Degree (Alt+5) button. Division of Information Technology Page 15

20 12. Search results will automatically display. Scroll through the list and select the correct degree. For this training example, click the Bachelor of Arts link. Page 16 Division of Information Technology

21 13. If you need to enter more than one ethnicity in the ethnicity section. Click the Add an Ethnic Group button information. and enter the applicable 14. If "Alien authorized to work" is selected for the Citizenship Status, the Visa/Permit Type field will display and require a selection. 15. When you are finished entering information, click the Submit button. Division of Information Technology Page 17

22 16. A confirmation message will display. Click the Yes button. Page 18 Division of Information Technology

23 17. Your Checklist will now show the Personal Information form as complete. 18. End of Procedure. Division of Information Technology Page 19

24 My Direct Deposit Form Procedure The next form you will complete is the Direct Deposit form. 1. Click the My Direct Deposit checklist item. Page 20 Division of Information Technology

25 2. The Your Direct Deposit Information page will display. Complete the fields on this page so that your paycheck can be successfully deposited. Fields marked with an asterisk (*) are required. If you wish to return to the checklist, click the < Return to Home link. To see a sample check highlighting where to find routing and account number information, use the View check example link. Note: If you have existing information in the system (e.g., former employee who is rehired), your previous data may display in the forms. Update this information accordingly. Division of Information Technology Page 21

26 3. After entering a Routing Number, the name of the bank will display so that you can confirm your entry. Page 22 Division of Information Technology

27 4. To ensure accuracy, you will be required to enter your Account Number twice. 5. Click the Submit button. Division of Information Technology Page 23

28 6. A confirmation message will display. Click the Yes button. Page 24 Division of Information Technology

29 7. Your Checklist will now show the Direct Deposit form as complete. 8. End of Procedure. Division of Information Technology Page 25

30 My Federal and State Tax Info Form Procedure The third form you will complete is tax information form. 1. Click the My Federal and State Tax Info checklist item. Page 26 Division of Information Technology

31 2. The Update Tax Information page will display. Complete the fields on this page so that your federal and state tax information is accurate. Fields marked with an asterisk (*) are required. If you wish to return to the checklist, click the < Return to Home link. Note: If you have existing information in the system (e.g., former employee who is rehired), your previous data may display in the forms. Update this information accordingly. Division of Information Technology Page 27

32 3. If you are tax exempt, there are fields available to indicate this for both federal and state. If you have questions about your elections, contact your tax preparation specialist. Page 28 Division of Information Technology

33 4. Click the Click to Sign button. Division of Information Technology Page 29

34 5. You must provide your electronic signature on the W-2. Enter the User ID you were provided in the onboarding into the User ID field. For this training example, enter "MYHRTSTOBE02". 6. Enter newly created password into the User Password field. For this training example, enter "TEST01". 7. Click the Sign button. Page 30 Division of Information Technology

35 8. Click the Submit button. Division of Information Technology Page 31

36 9. A confirmation message will display. Click the Yes button. Page 32 Division of Information Technology

37 10. Your Checklist will now show the W-2 form as complete. 11. End of Procedure. Division of Information Technology Page 33

38 My I-9 Information Procedure The final form you will complete is your I-9 form. 1. Click the My I-9 Information checklist item. Page 34 Division of Information Technology

39 2. The Your I-9 Information page will display. Complete the fields on this page so that your employment eligibility information is accurate. Fields marked with an asterisk (*) are required. If you wish to return to the checklist, click the < Return to Home link. 3. There are links to instructions and document information that can be used to help you properly complete the I-9 form. Division of Information Technology Page 35

40 4. Your name in the Personal Info section will be blank until you enter your first and last name in Section 1. After entering your name verify it displays correctly in the Personal Info section. 5. Scroll down the page so that you can complete Section 1. Click the vertical scroll bar. Page 36 Division of Information Technology

41 6. When you enter your Social Security Number the numbers will not display. If you need to verify you have entered the correct information, click the View link. The Social Security Number field is required. If you do not have a SSN at the time you are completing Section 1, enter in this field. This field can be corrected when you present your documents for the completion of Section 2. Division of Information Technology Page 37

42 7. After completing the employee information section you will need to select the correct attestation of citizenship. For this training example, click the A citizen of the United States option. Note: If An alien authorized to work is selected, you will be prompted to enter an I-94 number. You will also need to complete the Foreign Passport Number and Country of Issuance fields. Page 38 Division of Information Technology

43 8. Click the Click to Sign button. Division of Information Technology Page 39

44 9. You must provide your electronic signature on the I-9. Enter the User ID you were provided in the onboarding into the User ID field. For this training example, enter "MYHRTSTOBE02". 10. Enter newly created password into the User Password field. For this training example, enter "TEST01". 11. Click the Sign button. Page 40 Division of Information Technology

45 12. Click the Submit button. Division of Information Technology Page 41

46 13. A confirmation message will display. Click the Yes button. Page 42 Division of Information Technology

47 14. Your Checklist will now show the I-9 form as complete. 15. End of Procedure. Congratulations! You have completed your onboarding process. Remember to bring the proper documents with you when you meet with your campus HR representative to complete Section 2 of your I-9. THIS CONCLUDES THE TRAINING ON MYHR NEW EMPLOYEE ONBOARDING. Division of Information Technology Page 43