ADP Portal for ESS - Discover Dalton State

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Transcript ADP Portal for ESS - Discover Dalton State

ADP Portal
for
Employee Self Service
April – June 2009
Bi-Weekly Student Workers
Dalton State College
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Before We Get Started
• This approximately a 1/2 hour class– no planned
breaks
• Other Housekeeping Issues:
– Restrooms and vending machines
– Cell Phone, PDAs, Pagers: Please have courtesy
to turn off or adjust to vibrate
• A lot of information to cover in short course time,
Questions reserved for last 10 minutes of class
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Class Objectives
• To provide an overview to the ADP Self Service portal
and some specific hands-on information for employees’
accessibility beginning August 2009.
– Enter and Update addresses, phone number,
dependent information, setup direct deposits, enter
emergency contacts, change tax withholdings, view
iPay (pay statements) and access company news and
job openings.
– Address time stamp/kiosk clocking method for payroll
recordings of student workers.
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Agenda
Description of Item
Estimated
Time
Discuss ADP HRIS portal navigation
5 minutes
Check Off
ADP Portal Tabs (Home/Time/Myself/Money/Benefits/Career) 5 minutes
Recording and Viewing Time Entries (Time stamp
methodologies)
10 minutes
Questions and Answers
10 minutes
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ADP Portal Navigation
• Open Windows Internet Explorer browser, by
using desktop icon or go to Start button
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ADP Portal Navigation
Web Address
www.portal.adp.com
is entered here
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ADP Portal Navigation
• Enter web Address: www.portal.adp.com
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Registration Steps
Registration Pass Code in the
Announcements/News link via
the Human Resource
Departmental website.
Standard Registration:
• Before you begin, make sure you have your Registration Pass
code (USG-6775) available. This code was provided to you by
your administrator.
• On the login page, click First Time Users Register Here. The
Welcome page is displayed with an overview of the
registration process.
• Click Register Now to begin the Register for ADP Services
wizard.
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Registration Steps
Click on Register Now to
begin
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Registration Steps
Alternative Screen
Click on Register Now to
begin
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Registration Steps
• Enter the following information, clicking Next at the end of
each page for each step prior to creating your User ID and
password:
– Registration Pass Code
– Identity information
– Contact information
– Security information
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Creating Login for the
ADP Portal
Enter the following
Registration Pass Code
USG-6775 and then
Click Next
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Creating Login for the
ADP Portal
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Creating Login for the
ADP Portal
If you get this page, it
means you’ve entered
some portion of your
Identity incorrectly.
Select Cancel and
Request assistance
from HR/Payroll
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Creating Login for the
ADP Portal
Remember to enter your
name and information
exactly as it appears on
the HR/Payroll system
records
When
complete,
Select Next
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Creating Login for the
ADP Portal
When
complete,
Select Next
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Creating Login for the
ADP Portal
When
complete,
Select Next
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Registration Steps
• On Step 5, View Your ADP Services User ID, create a password
and click Submit. You use this user ID and password to log into
your ADP Services.
• On the Confirmation page, do one of the following:
– Click Log On to access the product.
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Creating Login for the
ADP Portal
ADP Provided
User ID; You
create the
Password
Select
Submit
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Creating Login for the
ADP Portal
You will see this if you
successfully register for the
User ID and password. Also
email will be sent to confirm
your User ID.
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After Registration Add
Another Service (for eTime)
Add Another Services in
order to add eTime to your
user profile.
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After Registration Add
Another Service (for eTime)
At the pop-up window put
your new User ID and
password and Click OK.
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After Registration Add
Another Service (for eTime)
In Manage My Services, look
to the bottom of the page
and see Enterprise eTime
and Click on the Add link.
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Creating Login for the
ADP Portal
Contact the HR or Payroll to
obtain your ADP Employee
ID in order to add the eTime
Services to your user profile.
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Creating Login for the
ADP Portal
If successfully added eTime
services to your user profile,
you will receive a
confirmation message.
Exit out of this page and go back to
windows Internet Explorer to log back
into ADP (www.portal.adp.com).
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ADP Portal Navigation
Click on User
Login
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Agenda
Description of Item
Estimated
Time
Discuss ADP HRIS portal navigation
5 minutes
Check Off
ADP Portal Tabs (Home/Time/Myself/Money/Benefits/Career) 5 minutes
Recording and Viewing Time Entries (Time stamp
methodologies)
10 minutes
Questions and Answers
10 minutes
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ADP Portal Home Page
What’s New
Section
Benefits
Information
Section
All Online
forms should
be available
after go live
Recommended
Links
Section
Forms Library
Section
Student Workers are not Eligible for any benefits.
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ADP Portal Home Page
Access All of the Tabs
Available (based on User
Security Accesses)
Employees generally
have at least six tab or
menu options available
to them.
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Employee Self Service
Topics
The new ADP ESS portal will replace
the current Portable Personnel
File in PeopleSoft HRMS.
Although the ADP portal may be look
different, it contains similar
information that are broken down
into the following available Tabs
(6 for most employees):
• Home
• Time
• Myself
• Money
• Benefits
• Career
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The six tabs or menu
options are accessible
through the main ADP
Portal Home Page.
Student workers will
only use the first 4 tabs.
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Employee Self Service
Topics
• Home - ADP Portal Welcome page
– Review HR and Benefit Announcements
– Access Forms Library and recommended HR Links
• Time – Time and Attendance information
• Myself – Review and update addresses,
emergency contact, personal information and
phone numbers
• Money – direct deposit, tax withholding,
voluntary deductions, pay statements and
annual statements(W-2)
• Benefits –access benefits from this tab
• Career – access your career profile (work
history, education, licenses and certifications)
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ADP Portal Home Page
Home Tab is the main home
or welcome page
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ADP Portal Home Page
Time Tab is used to view the
timecard entries and
summary information
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ADP Portal Home Page
Myself Tab is used to
maintain Addresses,
Emergency Contact,
Personal Information, and
Phone Numbers
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ADP Portal Home Page
Money Tab will maintain the
following information:
Direct Deposit
Tax Withholding
Voluntary Deductions
Pay Statements
Annual Statements
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Data Flow Diagram
ADP stands for Automated Data
Processing
Inputs to EV5
which is the
ADP
HR/Payroll
Systems
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Agenda
Description of Item
Estimated
Time
Discuss ADP HRIS portal navigation
5 minutes
Check Off
ADP Portal Tabs (Home/Time/Myself/Money/Benefits/Career) 5 minutes
Recording and Viewing Time Entries (Time stamp
methodologies)
10 minutes
Questions and Answers
10 minutes
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Desktop –Time Entry
If No Java Error Occurs
Click on Here link to
access eTime and
begin entering time
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Desktop – Time Entry
If No Java Error Occurs
The server bgateway.adp.com at eTime User Login
[15:41:33:0816] requires a username and password.
Notice for those students working
in multiple departments, etc., it
may be necessary to transfer your
time to another area. Your
manager may do this as well.
Log in using User ID/ Password, then the Time Stamp
screen will appear for you to Click on the “Record Time
Stamp” push button.
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Kiosk - Time Entry
Alternative Method
Login using the User ID/ Password.
Next Click on the Record Time Stamp.
The date/time stamp will be what is
shown in the kiosk. Once you have
punched the time stamp, the
application will refresh and no further
action is needed.
As well, when you leave, you be
required to follow the same procedure
above in order to ‘clock’ you out. You
will do this as many times during the
day in which work.
Kiosks will be located in most all
buildings on campus.
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Kiosk - Time Entry
Time punches ‘in’ and ‘out’ are solely
determined by the time/date stamp
on the kiosk (terminal). Any early ins
or late outs will need to be adjusted
per your manager/supervisor to
coincide with your schedule.
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Time – Entry or Kiosks
Select the Time
tab at the
menu row in
order to create
time entries
Even if you use the kiosk to enter your times in/out, you can still look at
your timecard online via the portal. You would use to portal page to
access Time tab option, which will take eTime and ultimately the
timecard. Some student workers may be able to enter their time once
they access eTime. If java script error exists then they must enter in/out
time from the kiosks.
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eTime Link
Click on Here link to
access eTime and
begin entering time
This will take you to the eTime welcome page. Note: Only Managers/ Approvers will see the
separate link to approve their employees time. All other employees will have the lower link in order
to access their time cards in eTime.
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Viewing Your Timecard
To access one’s
timecard entries for
in/out date/time
stamp, Click on My
Timecard.
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Viewing Timecard
Information
Other tabs are available in
lower left corner of timecard:
Accruals, Audits, Comments
Lower left section is totaling of the
type of hours and location being
charged
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Lower right section is the
employee’s standard
(normal) work schedule
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TimeCard
Verify your Name/ID and
Time Period is current
eTime navigates to employee’s timecard . Verify your Name/ID and Time Period is
current for which you reviewing or updating. Should default to current pay period/
month
Menu options are noted across top of timecard (Save, Actions, Punch, Amount,
Accruals, Comment, Approvals, Reports, Leave, etc.)
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Adjusting and Approving
Time Entries
• Student workers will not be able to make any
modifications to their timecard entries.
• Your manager/supervisor will need to make
any adjustments to your time stamp entries.
• Student workers will not need to approve
their own timecard entries.
• Possibly at some future date this may change.
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Viewing Sign Offs and
Approvals
Employees can view
the approvals by
their Supervisor/
Manager
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Viewing Approvals –
Alternate Screen Shot
Employees can view
their approvals and
their Supervisor/
Manager approvals
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Deadline to Payroll
• All Time card approvals by Faculty, Staff and
Managers should be completed no later than
the CLOSE OF BUSINESS (5:00 PM) on the last
working day of the bi-weekly pay period,
which is typically Friday.
• Emergency needs for Payroll should be addressed no
later than 9:00 AM the following work day, which is
typically Monday.
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Agenda
Description of Item
Estimated
Time
Discuss ADP HRIS portal navigation
5 minutes
Check Off
ADP Portal Tabs (Home/Time/Myself/Money/Benefits/Career) 5 minutes
Recording and Viewing Time Entries (Time stamp
methodologies)
10 minutes
Questions and Answers
10 minutes
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Additional Contact
Information
• For additional assistance or to answer
questions further contact the following staff:
– Faith Miller, HR ext. 2034
– Nettie Henderson, Payroll ext. 4462
– Audrey Goforth, Payroll ext 4463
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Questions and Answers
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Agenda
Description of Item
Estimated
Time
Discuss ADP HRIS portal navigation
5 minutes
Check Off
ADP Portal Tabs (Home/Time/Myself/Money/Benefits/Career) 5 minutes
Recording and Viewing Time Entries (Time stamp
methodologies)
10 minutes
Questions and Answers
10 minutes
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