765 East Rte. 70, Suite A-101, Marlton, NJ, 08053
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1 To: From: CFG Staff Leti Gomez, Payroll Administrator direct line payroll fax 765 East Rte. 70, Suite A-101, Marlton, NJ, Subject: Ultipro Workplace Payroll Software CFG processes your payroll via Ultimate Software s web based Ultimate Workplace. This system allows all active employees to access, research, and print payroll information, manage time off, add/change personal information and direct deposit information. This system also allows eligible employees to submit and manage personal time off (PTO) requests online. NOTE: pay vouchers are only issued for employees receiving actual LIVE CHECKS. All Direct Deposit information will be available on the UltiPro Employee Web Portal; one day prior to your check date. Attached is a document that will summarize the process of accessing the software and logging in for the first time. Please review this document and keep it in a safe place for future reference. Your Supervisor has been trained on these processes. They will be your main point of contact for all questions regarding access to your EWP (Employee Web Portal).
2 Accessing your EWP (Employee Web Portal) 1
3 Log In screen 2
4 Creating permanent password 3
5 Challenge questions 4
6 Once you log into self-service, you will see your company Home Page. This is a hovering system. Hovering over the Main Tabs (Requests, Myself, or My Company) results in the sub tabs menu box. See the Ultipro Navigation Paths for Employees for guidance. 5
7 Navigating your EWP 6
8 UltiPro Navigation Paths For Employees
9 UltiPro Workplace Navigation Paths EMPLOYEE FEATURES Familiarize and explore the features available to employees based on your system configuration. These areas are available on the UltiPro.NET portal under the Myself menu. As an employee Manage my personal information View my personal information Add a telephone number Change my name, address, or telephone number View my Status/Key Dates View/Add contacts View company property assigned to me View/Change my private information View my other personal information Manage my job information View my job information View my compensation information View my job history View my review history View my other company information Manage my career and education information View/Add a license View/Add a skills View/Add a test View/Add previous employment View/Add an awards View/Add my education information Manage my pay information View my pay statement View my pay history View my year to date information View my year to date information from the prior year View my direct deposit information Add/Change a direct deposit account Remove a direct deposit account Navigation Myself, Personal, Summary Myself, Personal, Address Myself, Personal, Address Myself, Personal, Status/Key Dates Myself, Personal, Contacts Myself, Personal, Property Myself, Personal, Private Info Myself, Personal, Other Myself, Jobs, Summary Myself, Jobs, Compensation Myself, Jobs, Job History Myself, Jobs, Reviews Myself, Jobs, Other Myself, Career & Education, Licenses Myself, Career & Education, Skills Myself, Career & Education, Tests Myself, Career & Education, Previous Employment Myself, Career & Education, Awards Myself, Career & Education, Education Myself, Pay, Current Myself, Pay, Pay History Myself, Pay, YTD Summary Myself, Pay, YTD Summary Myself, Pay, Direct Deposit Myself, Pay, Direct Deposit Myself, Pay, Direct Deposit UltiPro is a registered trademark of The Ultimate Software Group, Inc. All other company and product names referenced herein are the trademarks or registered trademarks of their respective holders. No part of this document may be reproduced in any form or by any means, or stored in a database retrieval system without the prior written authorization of The Ultimate Software Group, Inc. Information in this document is subject to change without notice. 11/17/2008 Page 2 of 3
10 UltiPro Workplace Navigation Paths As an employee Navigation View my W-4 information Myself, Pay, Federal W-4 View/Change my federal withholding information Myself, Pay, Federal W-4, Change Federal W-4 Withholding Things I Can Do link View my state and local withholding information Myself, Pay, State Withholding As an employee Manage my benefits information View my benefits View my beneficiaries and dependents View my investments View my paid time off Request PTO / Vacation View my COBRA status Manage my training information View/Change my class history Add a class View my required training View my current enrollments Navigation Myself, Benefits, Current Myself, Benefits, Beneficiaries/Dependents Myself, Benefits, Investments Myself, Benefits, PTO Plans Myself, Benefits, PTO Requests Myself, Benefits, COBRA Myself, Training, Class History Myself, Training, Class History Myself, Training, Required Training Myself, Training, Current Enrollments UltiPro is a registered trademark of The Ultimate Software Group, Inc. All other company and product names referenced herein are the trademarks or registered trademarks of their respective holders. No part of this document may be reproduced in any form or by any means, or stored in a database retrieval system without the prior written authorization of The Ultimate Software Group, Inc. Information in this document is subject to change without notice. 11/17/2008 Page 3 of 3
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