Transcript Slide 1

2011-2012 TxEIS Employee
Training
2011-2012 TxEIS Employee Training
Please use the link below to access the Self Registration and
Inquiry Employee Access modules in TxEIS :
https://txeis.staffordmsd.org:8443/EmployeeAccess/app/lo
gin?distid=079910
Self‐ Registration
EMPLOYEE ACCESS
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Employee Access
Self Registration
• Each employee creates their own User ID and Password.
• Three data elements are used to self register:
– Social Security Number
– Date of Birth
– Zip Code
• A hint question is provided in case the employee forgets his/her
password. If answered correctly, a temporary password will be
emailed to the employee.
• If the employee forgets his/her User ID or cannot retrieve password, the
account must be deleted by the Payroll Specialist, Elizabeth Abrego
(ext. 9216) and the employee will need to re‐register.
Please note there is no record of your password, if you forget your
password or if you have problems self registering, your only option is to
have your account deleted and start the registering process again.
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Employee Access
Self Registration
This is the Employee Access landing page. To self‐ register
Select New User.
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Employee Access
Self Registration
You will be prompted to enter your Social Security
Number, Date of Birth and Zip Code.
If the information matches TxEIS Human Resources demographic
data, the employee may complete self‐registration; otherwise,
the data must be corrected before self‐registration can
continue.
Please contact Erma Trevino at [email protected] or
ext. 9271 to verify demographic information if problems occur.
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Employee Access
Self Registration
The following is required:
User ID
Password
Password Verification
Hint Questions
Hint Answer
User ID and Password Rules
User ID and Password cannot be the same.
User ID must be between 6 and 8 characters and is not case sensitive.
Password is alphanumeric and must be between 8 and 12 characters in
length. It is case sensitive and should contain at least one number.
New passwords must contain an uppercase letter.
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Employee Access
Self Registration
When you have successfully completed self registration, you will be
transferred to the Menu page.
Inquiry displays employee information for viewing.
Self‐Service displays employee information for update or viewing and
allows you to change your password.
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Inquiry
EMPLOYEE ACCESS
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Employee Access Inquiry
Calendar Year to Date
Allows you to view a year‐to‐date summary of various
earnings information by payroll frequency and year.
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Employee Access Inquiry
Current Pay Information
Allows you to view your current pay information as it
currently exists in your Human Resources record. Access to
information on this screen replaces previously issued Action Sheets.
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Employee Access Inquiry
Deductions
Your current deductions are displayed here for your
review.
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Employee Access Inquiry
Earnings
Your earnings appear on this page. Up to 18 months of
earnings information is available for viewing and printing.
This option replaces the reprinting of pay stub copies from the Payroll
Office. No print icon is available at this time. Please use print option
available on the screen and change print orientation to “landscape”.
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Employee Access Inquiry
Leave Balances
This screen provides leave balances by leave type. You
may also view individual leave records by date.
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Employee Access Inquiry
W‐2 Information
W‐2 Information may be viewed from this screen.
Selecting PRINT will print an official W‐2 based on the
year selected in the Employee Access District Options.
W-2 information is available beginning with 2004.
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Employee Access Inquiry
W‐2 Information
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Employee Self‐Service Entry
EMPLOYEE ACCESS
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Employee Access Self‐Service
Change Password
You may change your password at any time using the
Self‐Service Change Password screen.
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Employee Access Self‐Service
Self‐service allows employees to view or update their demographic and payroll information in the Employee Access
System.
Demographic and Payroll data are available for update and approval in groups. W-4 information, legal name change
and direct deposit information will require Human Resources or Payroll approval before the update will occur in TxEIS.
Documentation may be required for a change. For example a last name change requires an updated social security
card.
The Reset button allows the employee to remove any changes made on the screen and replaces them with the
information from the last save.
The Undo button allows an employee to delete saved requests that are pending approval in a group. This button
gives you an opportunity to delete a change that was entered in error but has not been processed by an approver.
E‐mails are sent to the requester notifying them that their update requires approval, has
been approved or disapproved by Human Resources/Payroll and/or requires documentation.
Approvers receive e‐mails notifying them that updates require their approval and they may approve or disapprove
requests in TxEIS Human Resources.
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Employee Access Self‐Service
Demographic
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3
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1 For update, a white box will be available for Entry – Example Legal Name.
2 For inquiry the update box will be grayed out – Example Driver’s License.
3 For none, nothing will display–Example Alternate Address should display
between Mailing Address and Phone Number.
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Employee Access Self‐Service
Demographic
When a change is saved and requires
approval, it will be highlighted in yellow
until approved.
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Employee Access Self‐Service
Payroll Information
• The Self‐Service Payroll screen works like the Self‐Service
Demographic screen.
• Additional bank accounts can only be added if a number of
accounts greater than one exists in Employee Access options.
• Additional accounts may be added by clicking the + Add in the
bottom right of the Direct Deposit Bank Accounts area.
• Only one account may be designated as primary.
• For all secondary bank accounts, a deposit amount must be
entered. Those amounts will be distributed, and the remainder of
the paycheck will be deposited into the primary account.
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Employee Access Self‐Service
Payroll Information
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District Self‐Service Approval
EMPLOYEE ACCESS
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Self Service E‐mail Examples
EMPLOYEE ACCESS
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Self‐Service
E‐mail
E‐mail to employee for Self‐Service change submitted for
approval and requires documentation
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Self‐Service
E‐mail
E‐mail to employee for Self‐Service Payroll changes submitted
for approval and requires documentation
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Self‐Service
E‐mail
E‐mail to employee that a Self‐Service change has been approved
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Self‐Service
E‐mail
E‐mail to employee’s home address that a Self‐Service change has
been approved
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Self‐Service
E‐mail
E‐mail to employee that a Self‐Service change has been
automatically approved and updated
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Self‐Service
E‐mail
E‐mail to employee where update has been disapproved
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