University of Missouri

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

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Table of Contents Training Guide UMSYS HR 9.1 epaf -... 1 Welcome... 1 Introduction to... 1 Appointment Notification Form... 3 Completing the Forms... 8 My Personal Information Form... 8 My Direct Deposit Form... 20 My Federal and State Tax Info Form... 26 My I-9 Information... 34 Page iii

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 email from the University (see the following sample). If you are a student, this email may appear slightly different. If you did not receive this email, please contact your campus HR office. (Note: This email may appear in your spam folder instead of your inbox.) Follow the steps in the email 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

Sample New Employee Email Page 2 Division of Information Technology

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

5. You must provide your electronic signature on the W-2. Enter the User ID you were provided in the onboarding email 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

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

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

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

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

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

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 999-99-9999 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

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

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

9. You must provide your electronic signature on the I-9. Enter the User ID you were provided in the onboarding email 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

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

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