Employee Personal Information Update by czk33710

VIEWS: 24 PAGES: 225

More Info
									       HR Direct Training
Created on Monday, January 31, 2011
                                                                                                                           Training Guide
                                                                                                                         HR Direct Training

Table of Contents
HR Direct Training ........................................................................................................... 1
   UMass Employee Self Service .................................................................................................. 1
      Viewing and Updating Personal Information .........................................................................................1
         Viewing Personal Information ............................................................................................................................ 1
         Managing your Emergency Contacts .................................................................................................................. 6
         Maintaining Personal Email Addresses ............................................................................................................ 37
         Using Personal Information Summary Page ..................................................................................................... 44
         Maintaining Home and Mailing Addresses ....................................................................................................... 75
         Maintaining Personal Phone Numbers .............................................................................................................. 87
      Viewing Payroll and Compensation Data ............................................................................................. 96
         Viewing a Paycheck.......................................................................................................................................... 96
         Enrolling in Direct Deposit ............................................................................................................................. 101
         Enrolling in Direct Deposit_Pres. Office Only ............................................................................................... 120
         Maintaining Direct Deposit Information ......................................................................................................... 136
         Maintaining Direct Deposit Information_Pres. Office Only ........................................................................... 161
         Updating W-4 Information ............................................................................................................................. 183
         Updating M-4 Information .............................................................................................................................. 196
         Viewing and Printing W2/W2Cs .................................................................................................................... 204
      Reviewing Learning and Development Data ...................................................................................... 216
         Viewing Training Summary ........................................................................................................................... 216




                                                                                                                                                           Page iii
                                                                        Training Guide
                                                                      HR Direct Training



HR Direct Training
UMass Employee Self Service

Viewing and Updating Personal Information
Viewing Personal Information
Use the Personal Information page to review a summary of your personal information;
including name, addresses, phone number, emergency contact, and marital status.

You may only update your emergency contacts. Any changes that need to be made to other data
on the page must be submitted to HR following your campus' normal business process.

This page contains sensitive information. Be sure to close the page when you are finished to
prevent unwanted access by another person.



Procedure


Consider this scenario:

You want to review the information that HR has on file for you. Use the Personal Information
page to view your personal information.




                                                                                          Page 1
 Training Guide
 HR Direct Training




   Step    Action
   1.      Begin by navigating to the Personal Information page.

           Click the Self Service link.




Page 2
                                                       Training Guide
                                                      HR Direct Training




Step   Action
2.
       Click the Personal Information link.

3.
       Click the Personal Information Summary link.




                                                                     Page 3
 Training Guide
 HR Direct Training




   Step    Action
   4.      Use the Personal Information page to view your current data.
   5.      Use the Name section to view name information.
   6.      Use the Addresses section to view your address information.
   7.      Use the Phone Numbers section to view phone number information.
   8.      Use the Emergency Contacts section to view or update emergency contact
           information.
   9.      The only update you can make to your information is to maintain your emergency
           contact information.

           Click the Change emergency contacts button.




Page 4
                                                              Training Guide
                                                            HR Direct Training




Step   Action
10.    Use the Emergency Contacts page to edit, delete, or add emergency contact
       information. You can also change the primary contact from this page.
11.    To add, edit, or delete contact information:
       • Click the Contact Name link to open the Emergency Contact Detail page in
       read-only mode.
       • Click the Edit button to open the Emergency Contact Detail page in edit mode.
       • Click the Delete button to delete an emergency contact row.
       • Click the Add an Emergency Contact button to open the Emergency Contact
       Detail page
       with blank fields for new contact information.
       • Click the Change the primary contact button to open the Change Primary
       Contact page
       where you can select which contact you want to designate as your primary
       contact.

       See the topic, Maintaining Emergency Contacts_UM, for more specific
       information on how to
       maintain your emergency contacts.
12.    From this page, you can navigate back to the Personal Information page.

       Click the Return to Personal Information link.




                                                                                 Page 5
 Training Guide
 HR Direct Training




   Step       Action
   13.        View Email Addresses, Marital Status, Ethnic Groups, and Employee
              Information.
   14.        The last section of the Personal Information page, Employee Information,
              displays your gender, birthdate and social security number.
   15.        Note: This is your personal information. Please be sure to sign out of HR
              Direct when you are finished with your transactions to maintain
              confidentiality.
   16.        Congratulations! You have successfully used the Personal Information page to
              view your current data.
              End of Procedure.



Managing your Emergency Contacts
Use the Personal Information page to review a summary of your personal information;
including name, addresses, phone number, emergency contact, and marital status.

You are only allowed to edit your emergency contact information. All other edits must go
through HR following your campus business process.




Page 6
                                                                      Training Guide
                                                                   HR Direct Training

Procedure


Consider this scenario:

You need to update your Emergency Contact information. Use the Personal Information
Summary page to access and update this information.




   Step       Action
   1.         Begin by navigating to the Personal Information page.

              Click the Self Service link.




                                                                                      Page 7
 Training Guide
 HR Direct Training




   Step    Action
   2.
           Click the Personal Information link.

   3.
           Click the Personal Information Summary link.

   4.      Use the Emergency Contacts section to view or update emergency contact
           information.




Page 8
                                                               Training Guide
                                                              HR Direct Training




Step   Action
5.
       Click the Change emergency contacts button.

6.     Decision: Please make a selection from the options listed below.

               Adding a contact with same address and phone number
                Go to step 7 on page 10
               Adding a contact with a different address and phone number
                Go to step 24 on page 19
               Editing an existing contact
                Go to step 38 on page 26
               Changing the primary contact
                Go to step 45 on page 31
               Deleting a contact
                Go to step 51 on page 36




                                                                             Page 9
 Training Guide
 HR Direct Training




   Step    Action
   7.
           Click the Add an Emergency Contact button.




Page 10
                                                               Training Guide
                                                             HR Direct Training




Step   Action
8.     Enter the desired information into the Contact Name field.

       Enter "Arie Vento".
9.
       Click the Relationship to Employee list.




                                                                           Page 11
 Training Guide
 HR Direct Training




   Step    Action
   10.
           Click the Spouse list item.




Page 12
                                                                  Training Guide
                                                                HR Direct Training




Step   Action
11.
       Click the Contact has the same address as the employee option.

12.    An additional field that allows you to select the address type appears. Select the
       appropriate type and the address will appear in the Address section.
13.
       Click the Contact has the same telephone number as the employee option.

14.
       Click the Phone Type dropdown button to activate the menu.




                                                                                    Page 13
 Training Guide
 HR Direct Training




   Step    Action
   15.     Select the correct phone number, if the employee has more than one number in the
           system.

           Click the Home list item.

   16.     The selected phone number appears. Use the Other Telephone Numbers section to
           add additional contact numbers.




Page 14
                                                             Training Guide
                                                           HR Direct Training




Step   Action
17.
       Click the Add a Phone Number button.

18.
       Click the Phone Type dropdown button to activate the menu.




                                                                         Page 15
 Training Guide
 HR Direct Training




   Step    Action
   19.
           Click the Mobile list item.




Page 16
                                                              Training Guide
                                                            HR Direct Training




Step   Action
20.    Enter the desired information into the Phone Number field.

       Enter "5089993234".
21.
       Click the Save button.




                                                                          Page 17
 Training Guide
 HR Direct Training




   Step    Action
   22.
           Click the OK button.

   23.     Congratulations! You have successfully used the Personal Information page to
           add an emergency contact.
           End of Procedure. Remaining steps apply to other paths.




Page 18
                                                           Training Guide
                                                          HR Direct Training




Step   Action
24.
       Click an entry in the Emergency Contacts column.




                                                                        Page 19
 Training Guide
 HR Direct Training




   Step    Action
   25.     Enter the desired information into the Contact Name field.

           Enter "Samuel Vento".
   26.
           Click the Relationship to Employee dropdown button to activate the menu.




Page 20
                                      Training Guide
                                     HR Direct Training




Step   Action
27.
       Click the Parent list item.




                                                   Page 21
 Training Guide
 HR Direct Training




   Step    Action
   28.
           Click the Edit Address link.




Page 22
                                                                  Training Guide
                                                                 HR Direct Training




Step   Action
29.    Enter the desired information into the Address 1 field.

       Enter "224 Homeland Avenue".
30.    Enter the desired information into the City field.

       Enter "Boston".
31.    Enter the desired information into the State field.

       Enter "MA".
32.    Enter the desired information into the Postal field.

       Enter "02934".
33.
       Click the OK button.




                                                                               Page 23
 Training Guide
 HR Direct Training




   Step    Action
   34.     Enter the desired information into the Telephone field.

           Enter "6712349825".
   35.
           Click the Save button.




Page 24
                                                            Training Guide
                                                           HR Direct Training




Step   Action
36.
       Click the OK button.

37.    Congratulations! You have successfully used the Personal Information page
       to add an emergency contact.
       End of Procedure. Remaining steps apply to other paths.




                                                                            Page 25
 Training Guide
 HR Direct Training




   Step    Action
   38.
           Click the Edit button.




Page 26
                                                               Training Guide
                                                             HR Direct Training




Step   Action
39.    The contact details for the selected person appear.
       You can change any of the information on the page.

       Click the Edit Address link.

40.    You can change any of the information on the edit address page.




                                                                           Page 27
 Training Guide
 HR Direct Training




   Step    Action
   41.
           Click the OK button.




Page 28
                                 Training Guide
                                HR Direct Training




Step   Action
42.
       Click the Save button.




                                              Page 29
 Training Guide
 HR Direct Training




   Step    Action
   43.
           Click the OK button.

   44.     Congratulations! You have successfully used the Personal Information page
           to edit information for an emergency contact.
           End of Procedure. Remaining steps apply to other paths.




Page 30
                                                               Training Guide
                                                              HR Direct Training




Step   Action
45.    You must have a designated primary contact to indicate who should be called first
       in case of an emergency. The first contact you enter will automatically be
       designated as the primary contact.

       Click the Change the primary contact button.




                                                                                Page 31
 Training Guide
 HR Direct Training




   Step    Action
   46.
           Click the Primary Contact dropdown button to activate the menu.




Page 32
                                                               Training Guide
                                                              HR Direct Training




Step   Action
47.    Select the person who should be the primary contact.

       Click the Samuel Vento list item.




                                                                            Page 33
 Training Guide
 HR Direct Training




   Step    Action
   48.
           Click the Save button.




Page 34
                                                            Training Guide
                                                           HR Direct Training




Step   Action
49.
       Click the OK button.

50.    Congratulations! You have successfully used the Personal Information page to
       change your primary contact.
       End of Procedure. Remaining steps apply to other paths.




                                                                             Page 35
 Training Guide
 HR Direct Training




   Step    Action
   51.
           Click the Delete button.




Page 36
                                                                      Training Guide
                                                                    HR Direct Training




   Step       Action
   52.
              Click the Yes - Delete button.

   53.        Congratulations! You have successfully used the Personal Information page
              to delete an emergency contact.
              End of Procedure.



Maintaining Personal Email Addresses
Use the Email Addresses page to view, add, update, and delete your email address information.
Updates to your email address information can also be made from the Personal Information
page.




                                                                                       Page 37
 Training Guide
 HR Direct Training

Procedure


Consider this scenario:

Your goal is to edit your personal email address.

Key Information:

Personal email: fflintstone@gmail.com




    Step       Action
    1.         Begin by navigating to the Email Addresses page.

               Click the Self Service link.




Page 38
                                               Training Guide
                                              HR Direct Training




Step   Action
2.
       Click the Personal Information link.

3.
       Click the Email Addresses link.




                                                            Page 39
 Training Guide
 HR Direct Training




   Step    Action
   4.
           Click the Collapse Menu button.




Page 40
                                                                 Training Guide
                                                               HR Direct Training




Step   Action
5.     Use the Email Addresses page to view, add, update, or delete your email
       addresses.
6.     In this exercise, you are going to add a new email address.

       Note: You cannot delete your work email address.
7.
       Click the Add an Email Address button.

8.     Click the Email Type listbox.




                                                                                 Page 41
 Training Guide
 HR Direct Training




   Step    Action
   9.
           Click the Other list item.




Page 42
                                                               Training Guide
                                                              HR Direct Training




Step   Action
10.    Enter the desired information into the Email Address field.

       Enter "fflintstone@gmail.com".
11.    Click the Save button.




                                                                            Page 43
 Training Guide
 HR Direct Training




    Step         Action
    12.
                 Click the OK button.

    13.          Your additional email address has been added to the Email Addresses page.
    14.          Congratulations! You have successfully updated your email address information.
                 End of Procedure.



Using Personal Information Summary Page
You use the Employee Personal Information page to review, add, update, or delete personal
information in the PeopleSoft database. You can access each transaction individually or use the
Personal Information page to review all personal information at once. Links on the Personal
Information page provide quick access to the various transactions that you can use to make
changes, if necessary.

The following transactions are designed to use workflow for self-service. If workflow is
activated, when a user performs one of the following transactions, the system automatically
routes the transaction request to the appropriate person for approval.

         Name change
         Marital status change
         Address change



Page 44
                                                                       Training Guide
                                                                     HR Direct Training

Upon completion of this lesson, you will be able to:

       Maintain home and mailing address information.
       Maintain emergency contact information.
       Maintain email address information.
       Maintain phone number information.
       View personal information.




Procedure


Consider this scenario:

You want to review the information that HR has on file for you. Use the Personal Information
page to view and update your personal information.




                                                                                        Page 45
 Training Guide
 HR Direct Training

   Step    Action
   1.      Begin by navigating to the Personal Information Summary page.

           Click the Self Service link.




   Step    Action
   2.
           Click the Personal Information link.

   3.
           Click the Personal Information Summary link.




Page 46
                                                              Training Guide
                                                             HR Direct Training




Step   Action
4.     Use the Personal Information page to review your current data and to access
       specific eProfile pages.
5.     Verify the Employee Name information.

       Note: The Employee Name is view only. If the name is incorrect, contact the
       Human Resources department.
6.     Use the Addresses section to view your address information.




                                                                               Page 47
 Training Guide
 HR Direct Training




   Step    Action
   7.      Click the Change home/mailing addresses button.

   8.      Use the Home and Mailing Address page to add or update your address.




Page 48
                                       Training Guide
                                      HR Direct Training




Step   Action
9.
       Click the Address Type list.




                                                    Page 49
 Training Guide
 HR Direct Training




   Step    Action
   10.     You can add a mailing address by selecting the Mail option.

           For this example, the home address is the same as the mailing address.
   11.
           Click the Return to Personal Information link.

   12.     Use the Phone Numbers section to view your phone information.




Page 50
                                                              Training Guide
                                                             HR Direct Training




Step   Action
13.
       Click the Change phone numbers button.

14.    Use the Phone Numbers page to add or update your phone information.
15.    For this example, Alex only uses a mobile phone. He will add the mobile phone
       number and delete the older Home and Main phone numbers.




                                                                               Page 51
 Training Guide
 HR Direct Training




   Step    Action
   16.
           Click the Add a Phone Number button.

   17.
           Click the Phone Type list.




Page 52
                                      Training Guide
                                     HR Direct Training




Step   Action
18.
       Click the Mobile list item.




                                                   Page 53
 Training Guide
 HR Direct Training




   Step    Action
   19.     Enter the desired information into the Telephone field.

           Enter "413/210-1223".
   20.     Delete the old Home and Main phone numbers.

           Click the Delete button.




Page 54
                                         Training Guide
                                        HR Direct Training




Step   Action
21.
       Click the Yes - Delete button.




                                                      Page 55
 Training Guide
 HR Direct Training




   Step    Action
   22.
           Click the Delete button.




Page 56
                                         Training Guide
                                        HR Direct Training




Step   Action
23.
       Click the Yes - Delete button.




                                                      Page 57
 Training Guide
 HR Direct Training




   Step    Action
   24.
           Click the Save button.




Page 58
                               Training Guide
                              HR Direct Training




Step   Action
25.
       Click the OK button.




                                            Page 59
 Training Guide
 HR Direct Training




   Step    Action
   26.
           Click the Return to Personal Information link.




Page 60
                                                      Training Guide
                                                     HR Direct Training




Step   Action
27.
       Click the Change emergency contacts button.




                                                                   Page 61
 Training Guide
 HR Direct Training




   Step    Action
   28.     Use the Emergency Contacts page to verify and edit your emergency contacts.




Page 62
                                 Training Guide
                                HR Direct Training




Step   Action
29.
       Click the Edit button.




                                              Page 63
 Training Guide
 HR Direct Training




   Step    Action
   30.     Add your Emergency Contact's address.

           Click the Edit Address link.




Page 64
                                                                  Training Guide
                                                                 HR Direct Training




Step   Action
31.    Enter the desired information into the Address 1 field.

       Enter " 9 Granby Street".
32.    Enter the desired information into the City field.

       Enter "Northampton".
33.    Enter the desired information into the State field.

       Enter "MA".
34.    Enter the desired information into the Postal field.

       Enter "01060".




                                                                               Page 65
 Training Guide
 HR Direct Training




   Step    Action
   35.
           Click the OK button.




Page 66
                                                       Training Guide
                                                      HR Direct Training




Step   Action
36.    Click the Scrollbar.

37.
       Click the Return to Emergency Contacts link.




                                                                    Page 67
 Training Guide
 HR Direct Training




   Step    Action
   38.
           Click the Return to Personal Information link.




Page 68
                           Training Guide
                          HR Direct Training




Step   Action
39.    Click Scrollbar.




                                        Page 69
 Training Guide
 HR Direct Training




   Step    Action
   40.
           Click the Change email addresses button.




Page 70
                                                              Training Guide
                                                            HR Direct Training




Step   Action
41.    Use the Email Addresses page to verify and edit your Email addresses.




                                                                               Page 71
 Training Guide
 HR Direct Training




   Step    Action
   42.
           Click the Return to Personal Information link.




Page 72
                                                                Training Guide
                                                              HR Direct Training




Step   Action
43.    Click Scrollbar.

44.    Verify that the Gender and Date of Birth information is correct.

       Note: If the data in the Employee Information section is incorrect, contact the
       Human Resources department.
45.    Click the Scrollbar.




                                                                                 Page 73
 Training Guide
 HR Direct Training




   Step    Action
   46.
           Click the Personal Information link.




Page 74
                                                                        Training Guide
                                                                      HR Direct Training




   Step       Action
   47.        Note: The navigation links on the Personal Information page provide links to
              each of the individual sections that the employee can review and edit that are also
              available on the Personal Information Summary page.
   48.        Congratulations! You have successfully viewed the Personal Information
              Summary page.
              End of Procedure.



Maintaining Home and Mailing Addresses
Use the Home and Mailing Address page to view and edit your address information. Updates to
your address information can also be made from the Personal Information page.

Procedure


Consider this scenario:

You are moving soon and would like to update your home and mailing addresses.

Key Information:

New Home Address: 10 Smith Street, Newburyport, MA 01950
New Mailing Address: PO Box 5879, Newburyport, MA 01950


                                                                                          Page 75
 Training Guide
 HR Direct Training




   Step    Action
   1.      Begin by navigating to the Home and Mailing Address page.

           Click the Self Service link.




Page 76
                                                   Training Guide
                                                  HR Direct Training




Step   Action
2.
       Click the Personal Information link.

3.
       Click the Home and Mailing Address link.




                                                                Page 77
 Training Guide
 HR Direct Training




   Step    Action
   4.      Click the Collapse Menu button.

   5.      Use the Home and Mailing Address page to view a list of all current and future
           (pending) addresses. If you need to make changes to the addresses listed, click the
           Edit button.
   6.      Note the message at the top of the page explaining that you should contact your
           campus HR/Payroll office to update an address that is not in the USA.

           Additionally, you may need to contact other offices about address changes since
           not all university systems share data.
   7.      First, update your home address.

           Click the Edit button.

   8.      Use the Edit Home Address page to enter new information for your mailing
           address.




Page 78
                                                                    Training Guide
                                                                  HR Direct Training




Step   Action
9.     Enter the desired information into the Address 1 field.

       Enter "10 Smith Street".
10.    Enter the desired information into the City field.

       Enter "Newburyport".
11.    In this example, the State field remains unchanged.
12.    Enter the desired information into the Postal field.

       Enter "01950".
13.    You can enter a future date or leave the current date in the On this date field.

       Entering a past date will result in an error message.
14.    For this exercise, the change will not be effective until a future date.

       Enter the desired information into the On this date field.

       Enter "03/30/2010".
15.
       Click the Save button.




                                                                                    Page 79
 Training Guide
 HR Direct Training




   Step    Action
   16.     On the Save Confirmation page, click the OK button.

   17.     On the Home and Mailing Address page, notice that you now have two Home
           addresses listed - one for the current time and one that will be effective on a future
           date.

           Note: Unless otherwise specified, your home address is considered your mailing
           address.




Page 80
                                                   Training Guide
                                                  HR Direct Training




Step   Action
18.    For this example, add a mailing address.

       Click the Address Type list.




                                                                Page 81
 Training Guide
 HR Direct Training




   Step    Action
   19.
           Click the Mail list item.




Page 82
                                                            Training Guide
                                                          HR Direct Training




Step   Action
20.
       Click the Add button.

21.    Use the Add Mailing Address page to add a new mailing address.




                                                                        Page 83
 Training Guide
 HR Direct Training




   Step    Action
   22.     Enter the desired information into the Address 1 field.

           Enter "PO Box 5879".
   23.     Enter the desired information into the City field.

           Enter "Newburyport".
   24.     Enter the desired information into the State field.

           Enter "MA".
   25.     Enter the desired information into the Postal field.

           Enter "01950".
   26.     This change can take effect immediately. Keep the default date.




Page 84
                                 Training Guide
                                HR Direct Training




Step   Action
27.
       Click the Save button.




                                              Page 85
 Training Guide
 HR Direct Training




   Step    Action
   28.
           Click the OK button.




Page 86
                                                                    Training Guide
                                                                   HR Direct Training




   Step       Action
   29.        Review the changes you've made on the Home and Mailing Address page.
   30.        Congratulations! You've successfully updated your home and mailing address
              information.
              End of Procedure.



Maintaining Personal Phone Numbers
Use the Phone Numbers page to view, add, update, and delete your personal phone number
information. Updates to your phone number information can also be made from the Personal
Information page.


Procedure


Consider this scenario:

You are going to use the Phone Numbers page to add your mobile phone number to your personal
information.

Key Information:

Mobile phone number: 978/444-7890


                                                                                     Page 87
 Training Guide
 HR Direct Training




   Step    Action
   1.      Begin by navigating to the Phone Numbers page.

           Click the Self Service link.




Page 88
                                               Training Guide
                                              HR Direct Training




Step   Action
2.
       Click the Personal Information link.

3.
       Click the Phone Numbers link.




                                                            Page 89
 Training Guide
 HR Direct Training




   Step    Action
   4.      Click the Collapse Menu button.




Page 90
                                                               Training Guide
                                                              HR Direct Training




Step   Action
5.     Use the Phone Numbers page to view, add, update, and delete phone numbers.
6.     You can modify existing rows by updating the fields and clicking the Save button.

       Note: Business phone numbers can not be changed using Employee Self Service.
7.
       Click the Add a Phone Number button.

8.     Use the Phone Type list to select the type of phone number you will be entering.

       Click the Phone Type list.




                                                                                Page 91
 Training Guide
 HR Direct Training




   Step    Action
   9.
           Click the Mobile list item.




Page 92
                                                                  Training Guide
                                                                 HR Direct Training




Step   Action
10.    Enter the desired information into the Telephone field.

       Enter "978/444-7890".




                                                                               Page 93
 Training Guide
 HR Direct Training




   Step    Action
   11.
           Click the Save button.




Page 94
                               Training Guide
                              HR Direct Training




Step   Action
12.
       Click the OK button.




                                            Page 95
 Training Guide
 HR Direct Training




    Step       Action
    13.        Review the change you've made.
    14.        Congratulations! You've successfully added a phone number to your personal
               information.
               End of Procedure.




Viewing Payroll and Compensation Data
Viewing a Paycheck
Use the View Paycheck page to review paycheck information for earnings, taxes, deductions,
leave balances, and net pay distribution.

Note: This will be available for view on the Thursday prior to pay date.

The View Paycheck page provides information on confirmed checks and direct deposits.
Paycheck information is displayed at the current and year-to-date level for the most recent
paycheck. Prior period paychecks will display the current and year-to-date information as of the
selected pay end date.

View Paycheck is view-only and does not result in any updates to HR Direct.




Page 96
                                                                    Training Guide
                                                                   HR Direct Training



Procedure


Consider this scenario:

You are going to use the View Paycheck page to view your paycheck information.




   Step       Action
   1.         Begin by navigating to the View Paycheck page.

              Click the Self Service link.




                                                                                 Page 97
 Training Guide
 HR Direct Training




   Step    Action
   2.
           Click the Payroll and Compensation link.

   3.
           Click the View Paycheck link.




Page 98
                                                                Training Guide
                                                              HR Direct Training




Step   Action
4.     Use the View Paycheck page to select and view paychecks for different pay
       periods.
5.     Click the link for the paycheck you want to view.

       Click the 2008-09-19 link.

       Note: If a document does not appear when you click the link, click the link again
       while holding down the <Ctrl> key. This will turn off any pop-up blockers that are
       preventing the document from opening.




                                                                                 Page 99
 Training Guide
 HR Direct Training




   Step    Action
   6.      The paycheck you selected displays as a .pdf file.

           Click the Maximize/Restore button.




Page 100
                                                                       Training Guide
                                                                      HR Direct Training




    Step       Action
    7.         Review the details and scroll down to view additional information about the
               displayed paycheck.
    8.         Congratulations! You have successfully viewed a paycheck.
               End of Procedure.



Enrolling in Direct Deposit
Employees use the Direct Deposit page to enroll in and maintain current direct deposit
information. Printed copies of the employees pay statement can be obtained from this page as
well.


Procedure


Consider this scenario:

Your goal is to enroll in Direct Deposit.

Key Information:

Routing number: 011000138
Account number: 06248484


                                                                                       Page 101
 Training Guide
 HR Direct Training




   Step    Action
   1.      Begin by navigating to the Direct Deposit page.

           Click the Self Service link.




Page 102
                                                   Training Guide
                                                  HR Direct Training




Step   Action
2.
       Click the Payroll and Compensation link.

3.
       Click the Direct Deposit link.




                                                               Page 103
 Training Guide
 HR Direct Training




   Step    Action
   4.      Use the Direct Deposit page to view current direct deposit information or to add a
           new account.
   5.      The text on this page provides important information regarding balance account,
           accuracy, and authorization to retrieve overpayments.




Page 104
                                                               Training Guide
                                                              HR Direct Training




Step   Action
6.     No accounts currently exist for you. You need to add an account.

       Click the Add Account button.




                                                                           Page 105
 Training Guide
 HR Direct Training




   Step    Action
   7.      Use the Add Direct Deposit page to add or change direct deposit information.




Page 106
                                                               Training Guide
                                                             HR Direct Training




Step   Action
8.     Use the Account Type field to select the type of account you will now be adding.

       Click the Account Type list.




                                                                               Page 107
 Training Guide
 HR Direct Training




   Step    Action
   9.      You can select from different types of accounts, such as Checking and Savings.

           Click the Checking list item.




Page 108
                                                                Training Guide
                                                              HR Direct Training




Step   Action
10.    Use the Deposit Type field to specify whether you would like to deposit a flat
       amount, a percentage, or the balance of your pay.

       Click the Deposit Type list.




                                                                                Page 109
 Training Guide
 HR Direct Training




   Step    Action
   11.     You can specify a flat amount, percent or balance.

           If only one account is used, you must select balance.

           If multiple accounts are used, you must specify the account used for the balance of
           the paycheck amount first. For example, you might deposit 10% into a savings
           account and the remaining net pay into a checking account.




Page 110
                                       Training Guide
                                      HR Direct Training




Step   Action
12.
       Click the Balance list item.




                                                   Page 111
 Training Guide
 HR Direct Training




   Step    Action
   13.     You must provide the routing and account information from your bank so that
           your payroll is deposited into the correct account.

           You can get this information from your personal checks. If you're not sure how to
           read this information, click the View check example link.




Page 112
                                                             Training Guide
                                                            HR Direct Training




Step   Action
14.    Use the Check Example page to view where the routing and account numbers
       appear on your check. The highlighted sections show which part of the numbers
       are the Routing Number and which are the Account Number.
15.    Click the OK button.




                                                                             Page 113
 Training Guide
 HR Direct Training




   Step    Action
   16.     Enter the desired information into the Routing Number field.

           Enter "011000138".
   17.     The Deposit Order field will default to '999' for deposit type of 'Balance', which
           will display upon saving the page.

           Note: Further information on the Deposit Order is in the Maintaining Direct
           Deposit Information topic.
   18.     Enter the desired information into the Account Number field.

           Enter "06248484".
   19.
           Click the Save button.




Page 114
                                                                 Training Guide
                                                                HR Direct Training




Step   Action
20.    Notice the text on the page indicating that this may not be reflected with your next
       paycheck.

       Click the OK button.




                                                                                  Page 115
 Training Guide
 HR Direct Training




   Step    Action
   21.     The account information is now displayed. If you want to view the details of this
           account in read-only format, you can click the Account Type link.




Page 116
                                                                Training Guide
                                                              HR Direct Training




Step   Action
22.    It is recommended that you opt out of requesting a printed pay advice. A benefit
       of the self-service functionality is the capability of viewing this information
       online.

       Click the Pay Statement Print Option link.




                                                                                Page 117
 Training Guide
 HR Direct Training




   Step    Action
   23.     Click the Do not print copy of my pay advice. option.

   24.     Click the Save button.




Page 118
                               Training Guide
                              HR Direct Training




Step   Action
25.    Click the OK button.




                                           Page 119
 Training Guide
 HR Direct Training




    Step       Action
    26.        Your checking account information has been saved and displays on the Direct
               Deposit page.
    27.        The Checking account, the remainder balance, displays the Deposit Order
               number 999.
    28.        Congratulations! You have successfully enrolled in Direct Deposit.
               End of Procedure.



Enrolling in Direct Deposit_Pres. Office Only
Employees use the Direct Deposit page to enroll in and maintain current direct deposit
information. Printed copies of the employees pay statement can be obtained from this page as
well.




Page 120
                                                                  Training Guide
                                                                 HR Direct Training

Procedure


Consider this scenario:

Your goal is to enroll in Direct Deposit.

Key Information:

Routing number: 011000138
Account number: 06248484




    Step       Action
    1.         Begin by navigating to the Direct Deposit page.

               Click the Self Service link.




                                                                              Page 121
 Training Guide
 HR Direct Training




   Step    Action
   2.
           Click the Payroll and Compensation link.

   3.
           Click the Direct Deposit link.




Page 122
                                                                Training Guide
                                                              HR Direct Training




Step   Action
4.     Use the Direct Deposit page to view current direct deposit information or to add a
       new account.
5.     The text on this page provides important information regarding balance account,
       accuracy, and authorization to retrieve overpayments.




                                                                                Page 123
 Training Guide
 HR Direct Training




   Step    Action
   6.      No accounts currently exist for you. You need to add an account.

           Click the Add Account button.




Page 124
                                                              Training Guide
                                                             HR Direct Training




Step   Action
7.     Use the Add Direct Deposit page to add or change direct deposit information.




                                                                              Page 125
 Training Guide
 HR Direct Training




   Step    Action
   8.      Use the Account Type field to select the type of account you will now be adding.

           Click the Account Type list.




Page 126
                                                               Training Guide
                                                             HR Direct Training




Step   Action
9.     You can select from different types of accounts, such as Checking and Savings.

       Click the Checking list item.




                                                                               Page 127
 Training Guide
 HR Direct Training




   Step    Action
   10.     Use the Deposit Type field to specify whether you would like to deposit a flat
           amount, a percentage, or the balance of your pay.

           Click the Deposit Type list.




Page 128
                                                                Training Guide
                                                               HR Direct Training




Step   Action
11.    You can specify a flat amount, percent or balance.

       If only one account is used, you must select balance.

       If multiple accounts are used, you must specify the account used for the balance of
       the paycheck amount first. For example, you might deposit 10% into a savings
       account and the remaining net pay into a checking account.




                                                                                Page 129
 Training Guide
 HR Direct Training




   Step    Action
   12.
           Click the Balance list item.




Page 130
                                                               Training Guide
                                                              HR Direct Training




Step   Action
13.    You must provide the routing and account information from your bank so that
       your payroll is deposited into the correct account.

       You can get this information from your personal checks. If you're not sure how to
       read this information, click the View check example link.




                                                                               Page 131
 Training Guide
 HR Direct Training




   Step    Action
   14.     Use the Check Example page to view where the routing and account numbers
           appear on your check. The highlighted sections show which part of the numbers
           are the Routing Number and which are the Account Number.
   15.     Click the OK button.




Page 132
                                                                 Training Guide
                                                               HR Direct Training




Step   Action
16.    Enter the desired information into the Routing Number field.

       Enter "011000138".
17.    The Deposit Order field will default to '999' for deposit type of 'Balance', which
       will display upon saving the page.

       Note: Further information on the Deposit Order is in the Maintaining Direct
       Deposit Information topic.
18.    Enter the desired information into the Account Number field.

       Enter "06248484".
19.
       Click the Save button.




                                                                                 Page 133
 Training Guide
 HR Direct Training




   Step    Action
   20.     Notice the text on the page indicating that this may not be reflected with your next
           paycheck.

           Click the OK button.




Page 134
                                                                Training Guide
                                                               HR Direct Training




Step   Action
21.    The account information is now displayed. If you want to view the details of this
       account in read-only format, you can click the Account Type link.




                                                                                Page 135
 Training Guide
 HR Direct Training




    Step       Action
    22.        Your checking account information has been saved and displays on the Direct
               Deposit page.
    23.        The Checking account, the remainder balance, displays the Deposit Order
               number 999.
    24.        Congratulations! You have successfully enrolled in Direct Deposit.
               End of Procedure.



Maintaining Direct Deposit Information
Employees use the Direct Deposit page to enroll in and maintain current direct deposit
information. Printed copies of the employees pay statement can be obtained from this page as
well.




Page 136
                                                                  Training Guide
                                                                 HR Direct Training

Procedure


Consider this scenario:

Your goal is to update your direct deposit information.

Key Information:

Savings Account Routing Number: 011000138
Savings Account Number: 8444560212




    Step       Action
    1.         Begin by navigating to the Direct Deposit page.

               Click the Self Service link.




                                                                              Page 137
 Training Guide
 HR Direct Training




   Step    Action
   2.
           Click the Payroll and Compensation link.

   3.
           Click the Direct Deposit link.




Page 138
                                          Training Guide
                                         HR Direct Training




Step   Action
4.     Click the Collapse Menu button.




                                                      Page 139
 Training Guide
 HR Direct Training




   Step    Action
   5.      Use the Direct Deposit page to view current direct deposit information or to add a
           new account.
   6.      The text on this page provides important information regarding balance account,
           accuracy, and authorization to retrieve overpayments.
   7.      For this example, you are going to add a savings account.

           Click the Add Account button.




Page 140
                                                                Training Guide
                                                              HR Direct Training




Step   Action
8.     Use the Add Direct Deposit page to add or change direct deposit information.

       The text on this page provides important information regarding the pre-
       notification process.




                                                                                 Page 141
 Training Guide
 HR Direct Training




   Step    Action
   9.      You must provide the routing and account information from your bank so that
           your payroll is deposited into the correct account.

           You can get this information from your personal checks. If you're not sure how to
           read this information, click the View check example link.




Page 142
                                                             Training Guide
                                                            HR Direct Training




Step   Action
10.    Use the Check Example page to view where the routing and account numbers
       appear on your check. The highlighted sections show which part of the numbers
       are the Routing Number and which are the Account Number.




                                                                             Page 143
 Training Guide
 HR Direct Training




   Step    Action
   11.
           Click the OK button.




Page 144
                                                               Training Guide
                                                              HR Direct Training




Step   Action
12.    Enter the desired information into the Routing Number field.

       Enter "011000138".
13.    Enter the desired information into the Account Number field.

       Enter "8444560212".
14.    Use the Account Type field to select the type of account you are adding.

       Click the Account Type list.




                                                                                  Page 145
 Training Guide
 HR Direct Training




   Step    Action
   15.     For this example, you wish to deposit a percentage to your savings account.

           Click the Savings list item.




Page 146
                                                                Training Guide
                                                               HR Direct Training




Step   Action
16.    Use the Deposit Type field to specify whether you would like to deposit a flat
       amount, a percentage, or the balance of your pay.

       Click the Deposit Type list.

17.    You can specify a flat amount or a percent. If multiple accounts are used, you can
       specify to use the balance of the paycheck amount for one of the accounts. For
       example, you might deposit 10% into a savings account and the balance into a
       checking account.




                                                                                Page 147
 Training Guide
 HR Direct Training




   Step    Action
   18.     For this example, you are going to deposit 10% into a savings account.

           Click the Percent list item.




Page 148
                                                                Training Guide
                                                               HR Direct Training




Step   Action
19.    Enter the desired information into the Amount or Percent field.

       Enter "10.00".
20.    Use the Deposit Order field when you are depositing to more than one account.
       For example, if you're depositing 10% in a savings account and the remaining net
       pay in a checking account (as in this example), the savings account, which is the
       first account that money is being deposited into, would have a deposit order of 1,
       and so on for additional accounts.

       Note: Keep in mind that the account to which your remaining pay, or balance, is
       deposited into is assigned the Deposit Order of 999.
21.    Enter the desired information into the Deposit Order field.

       Enter "1".
22.
       Click the Save button.




                                                                                 Page 149
 Training Guide
 HR Direct Training




   Step    Action
   23.     Notice the text on the page indicating that this may not be reflected with your next
           paycheck.

           Click the OK button.




Page 150
                                                                Training Guide
                                                               HR Direct Training




Step   Action
24.    The account information is now displayed. If you want to view the details of this
       account in read-only format, you can click the Account Type link.




                                                                                Page 151
 Training Guide
 HR Direct Training




   Step    Action
   25.
           Click the Savings link.




Page 152
                                                                Training Guide
                                                              HR Direct Training




Step   Action
26.    Use the Direct Deposit Detail page to view your direct deposit details. This page
       is displayed in read-only format. Notice that you cannot modify the fields on this
       page.




                                                                                Page 153
 Training Guide
 HR Direct Training




   Step    Action
   27.
           Click the Return to Direct Deposit link.




Page 154
                                                               Training Guide
                                                              HR Direct Training




Step   Action
28.    Use the Edit button if you need to make modifications to an account.

       Click the Edit button.




                                                                              Page 155
 Training Guide
 HR Direct Training




   Step    Action
   29.     Use the Change Direct Deposit page to modify your direct deposit information.
           You can modify all fields on this page.




Page 156
                                                   Training Guide
                                                  HR Direct Training




Step   Action
30.
       Click the Return to Direct Deposit link.




                                                               Page 157
 Training Guide
 HR Direct Training




   Step    Action
   31.     It is recommended that you opt out of requesting a printed pay advice. A benefit
           of the self-service functionality is the capability of viewing this information
           online.

           Click the Pay Statement Print Option link.




Page 158
                                                                Training Guide
                                                               HR Direct Training




Step   Action
32.    Click the Do not print copy of my pay advice. option.

33.    Click the Save button.




                                                                            Page 159
 Training Guide
 HR Direct Training




   Step    Action
   34.     Click the OK button.




Page 160
                                                                       Training Guide
                                                                      HR Direct Training




    Step       Action
    35.        Your savings account information has been added and saved which now displays
               on the Direct Deposit page.
    36.        The Savings account displays the Deposit Order number 1 and the Checking
               account, the remainder balance, displays the Deposit Order number 999.
    37.        Congratulations! You have successfully updated your direct deposit information.
               End of Procedure.



Maintaining Direct Deposit Information_Pres. Office Only
Employees use the Direct Deposit page to enroll in and maintain current direct deposit
information. Printed copies of the employees pay statement can be obtained from this page as
well.




                                                                                       Page 161
 Training Guide
 HR Direct Training

Procedure


Consider this scenario:

Your goal is to update your direct deposit information.

Key Information:

Savings Account Routing Number: 011000138
Savings Account Number: 8444560212




    Step       Action
    1.         Begin by navigating to the Direct Deposit page.

               Click the Self Service link.




Page 162
                                                   Training Guide
                                                  HR Direct Training




Step   Action
2.
       Click the Payroll and Compensation link.

3.
       Click the Direct Deposit link.




                                                               Page 163
 Training Guide
 HR Direct Training




   Step    Action
   4.      Click the Collapse Menu button.




Page 164
                                                                   Training Guide
                                                              HR Direct Training




Step   Action
5.     Use the Direct Deposit page to view current direct deposit information or to add a
       new account.
6.     The text on this page provides important information regarding balance account,
       accuracy, and authorization to retrieve overpayments.
7.     For this example, you are going to add a savings account.

       Click the Add Account button.




                                                                                Page 165
 Training Guide
 HR Direct Training




   Step    Action
   8.      Use the Add Direct Deposit page to add or change direct deposit information.

           The text on this page provides important information regarding the pre-
           notification process.




Page 166
                                                               Training Guide
                                                              HR Direct Training




Step   Action
9.     You must provide the routing and account information from your bank so that
       your payroll is deposited into the correct account.

       You can get this information from your personal checks. If you're not sure how to
       read this information, click the View check example link.




                                                                               Page 167
 Training Guide
 HR Direct Training




   Step    Action
   10.     Use the Check Example page to view where the routing and account numbers
           appear on your check. The highlighted sections show which part of the numbers
           are the Routing Number and which are the Account Number.




Page 168
                               Training Guide
                              HR Direct Training




Step   Action
11.
       Click the OK button.




                                           Page 169
 Training Guide
 HR Direct Training




   Step    Action
   12.     Enter the desired information into the Routing Number field.

           Enter "011000138".
   13.     Enter the desired information into the Account Number field.

           Enter "8444560212".
   14.     Use the Account Type field to select the type of account you are adding.

           Click the Account Type list.




Page 170
                                                               Training Guide
                                                              HR Direct Training




Step   Action
15.    For this example, you wish to deposit a percentage to your savings account.

       Click the Savings list item.




                                                                               Page 171
 Training Guide
 HR Direct Training




   Step    Action
   16.     Use the Deposit Type field to specify whether you would like to deposit a flat
           amount, a percentage, or the balance of your pay.

           Click the Deposit Type list.

   17.     You can specify a flat amount or a percent. If multiple accounts are used, you can
           specify to use the balance of the paycheck amount for one of the accounts. For
           example, you might deposit 10% into a savings account and the balance into a
           checking account.




Page 172
                                                               Training Guide
                                                              HR Direct Training




Step   Action
18.    For this example, you are going to deposit 10% into a savings account.

       Click the Percent list item.




                                                                                Page 173
 Training Guide
 HR Direct Training




   Step    Action
   19.     Enter the desired information into the Amount or Percent field.

           Enter "10.00".
   20.     Use the Deposit Order field when you are depositing to more than one account.
           For example, if you're depositing 10% in a savings account and the remaining net
           pay in a checking account (as in this example), the savings account, which is the
           first account that money is being deposited into, would have a deposit order of 1,
           and so on for additional accounts.

           Note: Keep in mind that the account to which your remaining pay, or balance, is
           deposited into is assigned the Deposit Order of 999.
   21.     Enter the desired information into the Deposit Order field.

           Enter "1".
   22.
           Click the Save button.




Page 174
                                                                 Training Guide
                                                                HR Direct Training




Step   Action
23.    Notice the text on the page indicating that this may not be reflected with your next
       paycheck.

       Click the OK button.




                                                                                  Page 175
 Training Guide
 HR Direct Training




   Step    Action
   24.     The account information is now displayed. If you want to view the details of this
           account in read-only format, you can click the Account Type link.




Page 176
                                  Training Guide
                                 HR Direct Training




Step   Action
25.
       Click the Savings link.




                                              Page 177
 Training Guide
 HR Direct Training




   Step    Action
   26.     Use the Direct Deposit Detail page to view your direct deposit details. This page
           is displayed in read-only format. Notice that you cannot modify the fields on this
           page.




Page 178
                                                   Training Guide
                                                  HR Direct Training




Step   Action
27.
       Click the Return to Direct Deposit link.




                                                               Page 179
 Training Guide
 HR Direct Training




   Step    Action
   28.     Use the Edit button if you need to make modifications to an account.

           Click the Edit button.




Page 180
                                                             Training Guide
                                                            HR Direct Training




Step   Action
29.    Use the Change Direct Deposit page to modify your direct deposit information.
       You can modify all fields on this page.




                                                                             Page 181
 Training Guide
 HR Direct Training




   Step    Action
   30.
           Click the Return to Direct Deposit link.




Page 182
                                                                      Training Guide
                                                                    HR Direct Training




   Step       Action
   31.        Your savings account information has been added and saved which now displays
              on the Direct Deposit page.
   32.        The Savings account displays the Deposit Order number 1 and the Checking
              account, the remainder balance, displays the Deposit Order number 999.
   33.        Congratulations! You have successfully updated your direct deposit information.
              End of Procedure.



Updating W-4 Information
Use the W-4 Tax Information page to view, add, or edit W-4 tax information for Federal Income
Tax.




                                                                                     Page 183
 Training Guide
 HR Direct Training

Procedure


Consider this scenario:

Your goal is to use the W-4 (Federal) Tax Information page to change the number of your
allowances.

Key Information:

Total Allowances: 0
Marital Status: Married




    Step       Action
    1.         Begin by navigating to the W-4 (Federal) Tax Information page.

               Click the Self Service link.




Page 184
                                                        Training Guide
                                                       HR Direct Training




Step   Action
2.
       Click the Payroll and Compensation link.

3.     Click the W-4 (Federal) Tax Information link.




                                                                    Page 185
 Training Guide
 HR Direct Training




   Step    Action
   4.      Use the W-4 Tax Information page to change federal tax data only. The text at
           the top of this page provides useful information about federal taxes and the use of
           this form.




Page 186
                                                             Training Guide
                                                            HR Direct Training




Step   Action
5.
       Right-click the Click here to access W4 form instructions and worksheet link.




                                                                            Page 187
 Training Guide
 HR Direct Training




   Step    Action
   6.      Form W-4 Instruction PDF document opens in a separate window.
   7.      You may print the form and use the Personal Allowances Worksheet section to
           determine your number of allowed exemptions.




Page 188
                                                              Training Guide
                                                            HR Direct Training




Step   Action
8.
       Click the Close button.

9.     You will update the total number of Allowances you wish to claim.




                                                                           Page 189
 Training Guide
 HR Direct Training




   Step    Action
   10.     Enter the desired information into the Enter total number of Allowances you
           are claiming field.

           Enter "0".
   11.     If you want to have an additional amount withheld from each paycheck, you
           would enter the amount in this field.
   12.     Your Marital Status has recently changed. You will update your marital status.

           Click the Married option.




Page 190
                               Training Guide
                              HR Direct Training




Step   Action
13.    Click the Scrollbar.




                                           Page 191
 Training Guide
 HR Direct Training




   Step    Action
   14.     You wish to claim exemption from withholding for the current year.

           Read both conditional statements to confirm that you meet both conditions.




Page 192
                                                             Training Guide
                                                           HR Direct Training




Step   Action
15.
       Click the Check 'Exempt' here if you meet both conditions. option.




                                                                            Page 193
 Training Guide
 HR Direct Training




   Step    Action
   16.     Click the Scrollbar.




Page 194
                                   Training Guide
                                  HR Direct Training




Step   Action
17.    Click the Submit button.




                                               Page 195
 Training Guide
 HR Direct Training




    Step       Action
    18.
               Click the OK button.

    19.        Your updates display on the page.

               If you wish to continue to edit the page, click the W-4 Tax Information link.
    20.        Congratulations! You have successfully reviewed and changed W-4 Federal Tax
               data.
               End of Procedure.



Updating M-4 Information
HR Direct employee self service allows employees to update changes in allowances, filing status,
exemptions and additional witholding amounts for Massachusetts state taxes.




Page 196
                                                                     Training Guide
                                                                   HR Direct Training

Procedure


Consider this scenario:

Your goal is to use the M-4 (State) Tax Information page to change the number of your
allowances.

Key information:

Exemption: 1
Additional Amount: $40.00




   Step       Action
   1.         Begin by navigating to the M-4 (State) Tax Information page.

              Click the Self Service link.




                                                                                    Page 197
 Training Guide
 HR Direct Training




   Step    Action
   2.
           Click the Payroll and Compensation link.

   3.
           Click the M-4 (MA State) Tax Information link.




Page 198
                                                          Training Guide
                                                         HR Direct Training




Step   Action
4.     Access is provided to the M4 form instructions.

       Click the M-4 Tax Information link.




                                                                      Page 199
 Training Guide
 HR Direct Training




   Step    Action
   5.      The Massachusetts Employee's Withholding Exemption Certificate PDF
           document opens in a separate window.
   6.      You may print the form and use the Personal Allowances Worksheet section to
           determine your number of allowed exemptions.




Page 200
                                                              Training Guide
                                                             HR Direct Training




Step   Action
7.
       Click the Close button.

8.     You will update the total number of Allowances that you claim.




                                                                          Page 201
 Training Guide
 HR Direct Training




   Step    Action
   9.      Enter the desired information into the Enter total number of Allowances you
           are claiming field.

           Enter "1".
   10.     If you want to have an additional amount withheld from each paycheck, you
           would enter the amount in this field.
   11.     Enter the desired information into the Enter Additional Amount, if any, you
           want withheld from each paycheck field.

           Enter "40.00".
   12.     Click the scrollbar.

   13.     Click a radio button or buttons for the State Withholding Status you are
           claiming.

           Click the you will file as head of household option.

   14.     Click the Claim Exemption checkbox if you claim an exemption from
           Massachusetts withholding tax.

           Note: You must not be claiming an Allowance and you are not requesting an
           Additional Amount to be withheld from each paycheck.



Page 202
                                                               Training Guide
                                                              HR Direct Training

Step   Action
15.
       Click the Submit button.




Step   Action
16.    The Submit Confirmation page is displayed.

       Notice that the change may not be reflected on the next paycheck.




                                                                           Page 203
 Training Guide
 HR Direct Training




   Step       Action
   17.        Return to the M-4 Tax Information page.

              Click the OK button.

   18.        Congratulations! You have successfully updated your M-4 information.
              End of Procedure.



Viewing and Printing W2/W2Cs
Use the View W-2/W2c Forms in HR Direct to review and/or print your W-2 and W-2c forms.


Procedure


Consider this scenario:

Your goal is to use the View W-2/W-2c Forms page to view and/or print your W-2 and W-2c
forms.

Key Information:

Year: 2009


Page 204
                                                          Training Guide
                                                         HR Direct Training




Step   Action
1.     Begin by navigating to the View W-2/W-2c Forms page.

       Click the Self Service link.




                                                                      Page 205
 Training Guide
 HR Direct Training




   Step    Action
   2.
           Click the Payroll and Compensation link.

   3.
           Click the View W-2/W-2c Forms link.




Page 206
                                                                 Training Guide
                                                               HR Direct Training




Step   Action
4.     Use the View W-2/W-2c Forms page to view and/or print your forms.

       Note: In the event that a correction to your W-2 is required you will see a W-2c.




                                                                                 Page 207
 Training Guide
 HR Direct Training




   Step    Action
   5.      You will select the form for a particular tax year.

           Click the View a Different Tax Year link.




Page 208
                                                               Training Guide
                                                              HR Direct Training




Step   Action
6.     Use the Select Tax Year page to select the particular year. UMass provides the
       forms beginning with 2009.




                                                                               Page 209
 Training Guide
 HR Direct Training




   Step    Action
   7.      Return to the View W-2/W-2c Forms page.

           Click the View W-2/W-2c Forms link in the menu bar.




Page 210
                                        Training Guide
                                       HR Direct Training




Step   Action
8.
       Click the Year End Form link.




                                                    Page 211
 Training Guide
 HR Direct Training




   Step    Action
   9.      Your W-2 Wage and Tax Statement opens in a new window.
   10.     You can view your W-2 Wage and Tax Statement. If you wish, you can print the
           statement using your local computer and printer.




Page 212
                                  Training Guide
                                 HR Direct Training




Step   Action
11.
       Click the Close button.




                                              Page 213
 Training Guide
 HR Direct Training




   Step    Action
   12.     Click the UMASS W2 Information link.




Page 214
                                                             Training Guide
                                                            HR Direct Training




Step   Action
13.    You can view the W2 Information page. If you wish, you can print the statement
       using your local computer and printer.
14.    The Tax Reporting information page displays in a new window.




                                                                            Page 215
 Training Guide
 HR Direct Training




    Step       Action
    15.
               Click the Close button.

    16.        Congratulations! You have successfully viewed and printed your W-2 form.
               End of Procedure.




Reviewing Learning and Development Data
Viewing Training Summary
This topic describes the procedure for viewing information on training that you have completed
or in which you are enrolled. You view this information on the Training Summary page.



Procedure


Consider this scenario:

You are going to review the training courses you have completed.




Page 216
                                                            Training Guide
                                                           HR Direct Training




Step   Action
1.     Begin by navigating to the Training Summary page.

       Click the Self Service link.




                                                                        Page 217
 Training Guide
 HR Direct Training




   Step    Action
   2.
           Click the Learning and Development link.

   3.
           Click the Training Summary link.




Page 218
                                                              Training Guide
                                                             HR Direct Training




Step   Action
4.     The Training Summary page displays a summary of training courses that the
       employee has completed, is enrolled in, or is on the waiting list for.
5.     To view details of a course, click an entry in the Course Name column.




                                                                                Page 219
 Training Guide
 HR Direct Training




   Step    Action
   6.      The Course Detail page displays detailed information about the training course.
   7.      Click the OK button.

   8.      The Other Professional Training section provides information on the
           workshops, professional seminars, and other training from outside UMASS that is
           recorded in the HRMS system.




Page 220
                                                                 Training Guide
                                                               HR Direct Training




Step   Action
9.     Navigate to other pages by using the links at the bottom of the page.
10.    Congratulations! You have successfully viewed a training summary.
       End of Procedure.




                                                                               Page 221

								
To top