How to use MyView. Clergy users manual

Transcription

1 How to use MyView Clergy users manual

2 How to use MyView Clergy users manual Contents Logging in to MyView for the first time... 1 Logging in to MyView... 4 The Dashboard... 5 Bank Details... 6 To view but not change your bank details... 6 To amend your bank details... 7 Pay Documentation... 8 How to print pay documentation... 9 Personal Details HLC Annual Return Form MyView Help and Support... 16

3 Logging in to MyView for the first time 1.1 Follow these instructions if You have never logged in to MyView before. You have logged in before, but have forgotten your password, 1.2 Navigate to the MyView log-in page by clicking on the link below: Click the forgotten your password? link above the Sign In button. 1.4 Complete the details on the form that appears. NB: Take care to enter your information exactly in the format shown: Unique ID: 5 digits (e.g ) Date of Birth: 8 digits, no spaces (e.g ) NI Number: 2 CAPITAL letters, 6 digits, 1 CAPITAL letter (This is 9 characters in length with no spaces) Click the Reset my Account button. 1

4 1.5 The system displays a confirmation message 1.6 Click the Continue button. 1.7 You will now have to open your in a separate web page. 1.8 You should by now have received an from the MyView system containing a temporary password. NB: If you have not received an , repeat the steps above to reset your account, double checking that the information you entered at step 1.3 was correct and in the correct format. If you do not receive an after the second attempt, then please myviewenquiries@churchofengland.org for assistance. Please include the data that you entered, in the exact format that you entered it (ie: UniqueID, Dob, NI number) 1.9 Select/Highlight the new password in the and Copy it (Ctrl + C or Right-Click > Copy). NB: You must use this temporary password with 2 hours of receipt; otherwise you will need to repeat all of the steps above to request a new password. 2

5 1.10 Switch back to the MyView web page 1.11 Enter your Unique ID (5 digit number) 1.12 Click into the Password box and paste (Ctrl + V or right-click > Paste) 1.13 Click the Sign In button 1.14 The Reset Password screen appears, with your Unique ID displayed in the top-most box Click into the Current password box and paste the password that was sent to you Click into the New password box and type in a new password NB: Passwords need to be at least 8 characters long and include at least three of the following: An uppercase character, a lowercase character, a number, a special character. For example: Ti1gMvP! (do not use this one for real!). NB: You can t use a password that you have previously used for MyView NB: Once set, your MyView password will never expire or change unless you change it yourself using this procedure Click into the Confirm password box and type in the password you created at step 2.8 above Click the Submit button. 3

6 Logging in to MyView How to use MyView General users manual v Navigate to the MyView log-in page by clicking on the link below: If you have difficulty reading the regular MyView screens or you use a screen reader tick the box Enable accessibility enhancements. This option may help you see the screens better. 2.3 Click into the Unique ID box and type in your Unique ID (which is a 5 digit number) 2.4 Click into the Password box and type in your MyView password 2.5 Click the Sign In button. NB: If your password is rejected, please try again. If you are certain that you entered the correct password, please follow the steps at the beginning of this manual to reset your password. 4

7 The Dashboard 3.1 The first screen displayed when you log-in to MyView is known as the Dashboard. 3.2 The Dashboard contains the following elements: Navigation links (left-hand side) Widgets (centre) Dashboard Menu This is a quick and easy way to access your P60 & Payslips. Closed envelopes are new payslips and open envelopes are payslips you have already accessed. 3.3 Click a link on the left to navigate to the relevant section in MyView. 3.4 Click Sign Out at the top right to log out of MyView. MyView Navigation Tree Hint: To quickly see a payslip, click the relevant date on the Pay Documents widget on the Dashboard. To view all pay documents, click the Pay Documentation navigation link. 3.5 Dashboard Return to the home screen 3.6 Payroll Documents Your payslips and P60s 3.7 Personal Details Information about you 3.8 Bank Details Display and/or amend your bank details 3.9 My View User Manual links to MyView pages on the internet. 5

8 Bank Details 4.1 The Bank Details section contains your current bank details. If your bank account changes, then you can inform the payroll department of the new details here. To view but not change your bank details 4.2 Click the Bank link on the Bank Details main screen: 6

9 To amend your bank details 1st: Choose the date from which you want the new account details to take effect and click Next. 2nd: 3rd: 4th: 5th: Enter the new Sort Code (a 6 digit number) Enter the account number (an 8 digit number) If this is a Building Society account, enter the Roll Number Click Submit NB: You should now receive an confirming your bank detail change. 7

10 Pay Documentation How to use MyView General users manual v This section contains your payslips and other pay documentation, such as P60 forms. The initial view of this section shows only payslips for the current tax year (April March). 5.2 To view a payslip from the current tax year, click on the relevant Pay Date. 5.3 To view payslips for previous years, click the down arrow next to View Payslips for and click on the required year: 5.4 To view a payslip from the currently displayed tax year, click on the relevant Pay Date. To view a P60, click the View button next to the required Financial Year: 8

11 How to print pay documentation 1st: Display a payslip on screen (see steps above to open a payslip). Initially, you may not see the whole screen (shown below) on your monitor. Scroll down the payslip screen and click the Print button: 2nd: Press Print on the printer dialog box that appears. 9

12 How to save pay documentation How to use MyView General users manual v. 1.0 If you have a PDF writer or a Microsoft XPS Document Writer installed on your computer you can save your pay statement by printing to those programmes. Follow the instructions above to locate the Print button on the pay statement. After clicking Print select the document writer as shown on the example screens below. A document will now be produced which you can save on your computer. * If you are unsure if your computer has those programmes installed, follow the instructions and check your drop down list for an alternative programme. 10

13 Personal Details 6.1 The Personal Detail screen displays information held about you. 6.2 The section contains 2 screens: Personal Information about you Contact Your contact details NB: It is extremely important that your contact information is kept up to date. Please note the Save button has been disabled and is no longer in use, to amend your personal details please speak to your diocese. 6.3 To update the system with any changes please contact your diocese. 6.4 To display a different screen click on the relevant Link: 6.5 The Contact Detail screen shows your personal contact details. You can change any of this information by contacting your diocese. 11

14 HLC Annual Return Form This form is for you to notify us of your Actual and Estimated HLC figures. Please only complete this form if you are eligible for the HLC scheme. 7.1 Please refer to the communication sent to you which confirms the period we require you to confirm your actual expenditure on HLC. For most people this will be the period 1 April 2014 to 31 March 2015 but if you joined the scheme part way through the year it will be a shorter period. If you require confirmation of this period please contact the Payroll Services Clergy Team. 7.2 Open the HLC Annual Return Form as shown below: 12

15 7.3 - Enter your total heating and lighting expenditure during this period in box 1 - Enter the total cleaning figure in box 2 - Enter the total gardening figure in box 3 You will need to enter a figure in each box so if your expenditure was zero you will need to enter 0. Do not include any amounts you have had reimbursed by your PCC or another body, you can only claim for the costs you have borne personally In box 4 enter your estimated annual heating, lighting, cleaning and garden upkeep expenditure for April 2015 to March Do not include any amounts you expect to be reimbursed by your PCC or another body. You can only claim for the costs you expect to bear personally. Enter the figure as whole pounds only. 13

16 7.5 - If you are happy the figures you are submitting are correct please tick the declaration to confirm and then press submit. You cannot submit the form unless you have ticked the declaration box. **Please note you must click submit to send the form through to the payroll team. If you would like to print your completed form, follow the instructions below** You need to submit the form by 30 September 2015 alternatively you can download a paper form from the Clergy Payroll website following the link below and post it to us: annual-return.aspx To view, save and print your submitted HLC Annual Return Form click on the icon as shown below - A screen will appear as shown below. Click on the HLC Annual Return to view your form. - You can now scroll down to the bottom of the form and click the Print Completed button. 14

17 Your form will reappear, please scroll down to the bottom again and click the Print button. After clicking Print select the printer or document writer as shown on the example screens below. A document will now be produced which you can either print out or save to your computer. * If you are unsure if your computer has those programmes installed, follow the instructions and check your drop down list for an alternative programme. 15

18 MyView Help and Support 7.7 If you have any issues while using MyView, or any questions then please Please include as much detail as possible in your enquiry, for example: Your unique ID (5 digits) The text of any error messages you receive. The data, and format in which you entered it, if you re enquiry relates to resetting your password (i.e. Your Unique ID, Your Date of Birth, and your NI number, exactly how you entered it in the MyView reset account screen). NB: Please do not the clergy payments address as this will significantly delay any response to your enquiry. 16