Banner Human Resources



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Transcription:

Banner Human Resources Employee Self-Service Users Guide April, 2011 Page 1

Table of Contents OVERVIEW... 3 OBJECTIVES... 3 HOW TO LOG INTO MYRIDER... 4 ACCESS EMPLOYEE INFORMATION... 5 BENEFITS AND DEDUCTIONS... 7 BENEFICIARIES AND DEPENDENTS... 12 PAY INFORMATION... 13 DIRECT DEPOSIT ALLOCATION... 14 EARNINGS HISTORY... 15 PAY STUB... 16 DEDUCTION HISTORY... 18 TAX FORMS... 19 JOB SUMMARY... 20 LEAVE BALANCES... 20 BANNER SELF SERVICE LOG OUT... 21 Page 2

OVERVIEW Banner Employee Self Service allows the convenience of completely secure access to personal and employee related information online 24 hours a day, seven days a week. Currently employees can view their personal information, federal tax allowance and filing status, current benefits and deductions, direct deposit allocation, pay stubs, leave balances, and job history. Future plans include enhancing this service to allow employees to make updates directly to some of this information. This document explains how to use this service. Information available through Self Service dates from January 1, 2010, which was our Banner implementation cut-off date. OBJECTIVES After completing this section, you will be able to: Log into My Rider (https://myrider.rider.edu) Access Employee Self Service View Benefits and Deduction Information View Pay Information View Tax Forms View Current and Past Jobs View Leave Balances Log out of Employee Self Service Page 3

HOW TO LOG INTO MYRIDER 1. Open Internet Explorer (preferred browser for all SunGard products). 2. Navigate to myrider.rider.edu 3. Enter your User ID and EasyPass login NOTE: If you do not remember your User ID and PIN information, click Need Help? or contact the Help Desk at extension 3000. If you change your easypass password it will automatically update to MyRider. 4. Click Login. Page 4

ACCESS EMPLOYEE INFORMATION Select the Employee Information tab This is the main menu for Banner Human Resources Employee Services. The tabs displayed across the top may vary by person, depending on your role at Rider. EMPLOYEE SELF SERVICE MAIN MENU Page 5

Within this tab there are several other sections of information. Click on any link under My Personal Information or My Employee Information to reveal more detail. To return to this menu click on the Back to employee information link at the left top of the page. My Personal Information To update or change any information found in the My Personal Information section, email Human Resources at hr@rider.edu. You can update your RIderAlert information directly from here. My Employee Information Page 6

BENEFITS AND DEDUCTIONS This is the Benefits and Deductions menu. This menu is used to view your Retirement Plans, Health Benefits, Other Benefits and Deductions as well as Beneficiaries and Dependents information. NOTE: Each grouping of benefits/deductions has drill down capabilities. If the wording is in blue you have yet to view that group. If the wording is in purple, you have previously reviewed that group of benefits/deductions. If the wording turns to red, that is your current selection. In order to view further information within each group, click on the desired title. Page 7

In this example we selected Health Benefits. Within this group we can see the following screen which reveals detailed information regarding all health benefits. Each health benefit or deduction has specific attributes that are described on this screen. Benefit or Deduction as of Date = The current date. Status of Benefits or Deduction = Describes if this benefit/deduction is currently active or terminated. Start Date = The date the benefit was first applied within the Banner system. Please note that this date may not reflect the date your benefit began. Page 8

End Date = The date the benefit/deduction was terminated. Employee Amount Per Pay = Amount deducted each pay period from your gross earnings. Employee Goal Amount = Total amount the employee wants deducted per year. Plan = Description of Benefit Plan Employer amount = Amount that Rider University contributes to the cost of the benefit/deduction. Additional Links - For more detailed information, select the desired link that is shown under each benefit. History If you click on History a listing of the changes associated with the selected benefit will display. Page 9

Contributions or Deductions - If you click on Contribution or Deductions, the following details will appear. Within this page you can specify a period of time to view the details of each benefit. To retrieve desired information, select Display. Page 10

Vendor Website If you click on Vendor Website the site will open in a new browser window. Above is an example of the Aetna website. If you want to go back to the menu or proceed backward in Employee Self Service, DO NOT use the back button on your computer. To return to the Health Benefit section, select the link at the bottom of the page. To return to the Employee Information Tab select the link at the top of the page. Page 11

BENEFICIARIES AND DEPENDENTS This menu is used to view beneficiaries currently on record for the life insurance benefit, as well as dependents of the employee. For more detailed information click on the name of the dependent. Page 12

PAY INFORMATION To view Pay Information, click on the designated link. Within the Pay information group, is a menu that is used to view Direct Deposit Allocation, Earnings History, Pay Stub, Deductions History and Earnings by Positions. Page 13

DIRECT DEPOSIT ALLOCATION The Direct Deposit breakdown view shows the accounts in which your pay will be distributed. Proposed pay distribution above is for your next pay based on the amounts from your last pay. If you do not currently have direct deposit, please visit the Disbursements web site for more information. Page 14

EARNINGS HISTORY Select a date range to view your earnings and click Display. To select another date range, use the link at the bottom of the page. Page 15

PAY STUB Select a year to view pay stub information, then click Display To see the actual pay stub for each pay date, click on desired pay date. Page 16

SAMPLE PAY STUB Page 17

DEDUCTION HISTORY Select a date range to view your deductions, and click Display. Click on the deduction type to view a monthly breakdown of your personal deductions and employer contributions for the time period selected. Page 18

Example of monthly breakdown. TAX FORMS This menu is used to view your Tax Exemptions or Allowances as well as your last W-2 Wage and Tax Statement. Page 19

JOB SUMMARY The Job Summary view shows your current and past jobs beginning and ending date. For more detailed information for a particular position, click on the position title. LEAVE BALANCES The Leave Balances view shows your pay period breakdown for a particular type of leave. To view more detailed information, click on the type of leave. Page 20

BANNER SELF SERVICE LOG OUT To Log out of Employee Self Service, click on Logout at the top of the screen. Page 21