Transcript Banner Self Service Employee Benefits & Deductions

Banner Employee
Self Service
e
Did you know that you can view all of your Personal Information that
we have on file for you in Employee Self Service?
The Personal Information menu enables users to:
• Change your password and security question for Self Service
access
• View the current address and email we have on file for you
• View and update your Emergency Contact information
• View and update your Campus Emergency Alert Contact
information
Click Enter Secure Area
Type in Banner ID or Social Security Number
Type PIN
Click Login
Your name
shows here
Click Employee
Did you know that you can view all of your Benefits and Deductions
on Self Service?
The Benefits and Deductions menu enables users to view:
• Benefits
• Deductions
• Beneficiaries and Dependents
Please note: addresses, phones and email can only be viewed for accuracy here.
• itPersonal
Benefit
Although
may seem
like theSummary
easiest place to make changes using BannerWeb, due to
data integrity and address hierarchy standards, addresses still need to be changed
through the Human Resources office. The Personnel Data form is available on the View
Addresses page for you to complete and forward to Human Resources to make any
necessary corrections.
Did you know that you can view all of your Benefits and Deductions
on Self Service?
The Benefits and Deductions menu enables users to view:
• Benefits
• Deductions
• Beneficiaries and Dependents
We need your help to update your Emergency Contact Information. Click on the View or
PersonalContacts
Benefit Link
Summary
Update• Emergency
to view the current contact information available or
add an Emergency Contact if you do not have one on file. Don’t forget to SUBMIT
CHANGES button when you are done!
Did you know that you can view all of your Benefits and Deductions
on Self Service?
The Benefits and Deductions menu enables users to view:
• Benefits
• Deductions
• Beneficiaries and Dependents
• Personal Benefit Summary
Your name
shows here
Click Employee
Benefits and Deductions are grouped together; click on a link
and it will open a new page showing your current (and past)
deductions in that group.
-your individual plan description
-the % you are contributing
Links at the bottom of each deduction will take you to:
History - lists effective dates of changes to your individual deduction
Contributions or Deductions – list of deductions by pay-period
Vendor Web Site – takes you to Web Page of Vendor or Summary Plan
Documents for your Plan
-the amount you are contributing
-the maximum amount you can
contribute
This will be used when we do open enrollment but is not functional yet
Clicking on the Benefit Statement allows you to produce a complete Summary of all
your benefits and deductions as of a specific date; showing who is covered, who your
beneficiaries are, what plan you are enrolled in and both the employee and employer
share of the cost.
The names of your Dependents and Beneficiaries
that we have on file for you can be found at this link.
To delete or change information of an existing dependent or beneficiary,
click on “their name”; another screen appears for you to edit the current
information
deletethat
the record.
Did you or
know
you can view your Pay Information as well?
Add a new dependent or beneficiary by selecting the Add A New Person
link and entering their personal information and SUBMIT CHANGES.
The Benefits and Deductions menu enables users to view:
Clicking on the Coverage and Allocations link will show you who we have on
file• as Benefits
being covered under a benefit (Health and Life Insurance Plans) and
who is/are beneficiary(ies) for a plan (Retirement and Life Insurance Plans). The
allocation section shows how the benefit is to be divided up among the beneficiaries
• whether
Deductions
and
they are a primary or a contingent.
• Beneficiaries
andBannerWeb
Dependents
Information
entered on
was initially entered several years ago when we
changed Life Insurance carriers based on forms we received at the time. Please review
what
have on file
and make
any necessary changes so that your information
• we
A personal
Benefit
Summary
is current and correct.
Please note: the Start Date Column for many deductions is 2004 because that is when we began to implement Banner. If you
were hired after that or started a benefit or deduction after 2004, the start date should be a true reflection of the effective date.
If a deduction is set up on an annual basis, an end date will show in the Stop Date Column.
Clicking on the Coverage Details and Beneficiary Allocation Details links allows you to make changes to the dependents or
beneficiaries you have listed for your benefits.
Did you know that you can view all your Pay Information
and Tax forms on Employee Banner Self Service?
PAY INFORMATION
• Direct Deposit Allocation – shows exactly how much and to where the earnings from
your last paycheck was deposited.
• Earnings History – allows you to see how much you have earned by earn type between
a begin date and an end date of your choice
• Pay Stub – a list of every pay-period’s pay-check; complete with all the information
you receive on a paper pay-stub or deposit slip. There is a printer friendly button
available for you to print out yourself if you need a copy of your pay stub for any
reason.
• Deductions History – similar to the Earnings History; allows you to see how much you
have had deducted by deduction code between a begin date and an end date of your
choice
• Earnings by Position – if you have held more than one position at Alfred University,
this shows you the earnings associate with each one.
TAX FORMS:
• W4 Information – shows the Status and Allowances you are currently claiming on your
Federal W4 form and the New York State IT-2104 form
• W2 Form – displays the information contained in your W2 forms for tax years 2005
through present. There is also a Printer Friendly button to use to print the form in an
approved format suitable for filing your tax return
EMPLOYEE BANNER SELF SERVICE
CURRENTLY:
You can view Personal, Benefit and Payroll information
Check and update your Emergency Contact Information
View and update your Dependents and Beneficiaries
COMING NEXT:
W2s – no more waiting for paper!