Teammate Self-Service

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1 Teammate Self-Service Teammate Self-Service... 1 Overview of Teammate Self-Service... 2 Access to Teammate Self-Service... 3 Logging In to Teammate Self-Service... 3 Logging Out of Teammate Self-Service... 5 Teammate Self-Service General Navigation... 6 Personal Information... 7 Overview... 7 Adding or Updating a Phone Number... 8 Deleting a Phone Number Entering a New Address Updating Marital Status Actions Awaiting Overview Completing Saved Changes Deleting Saved Changes View Benefits Overview Viewing Your Benefit Selections (US Only) Viewing Your Benefit Selections (Canada Only) Employment/Salary Information Overview Viewing Employment Information Viewing Salary Information Access the GPI Learning Exchange Overview Accessing the GPI Learning Exchange Access GPIretirement.com Overview Accessing 401K and ESOP Accounts (US Teammates Only) Accessing Retirement Savings Plan (RRSP) Accounts (Canadian Teammates Only) Access Life Insurance Page (US Only) Overview Accessing Life Insurance Information Access W-2 Services Overview Accessing W-2 Information Copyright 2014 GPI Learning Services Page 1

2 Overview of Teammate Self-Service Teammate Self-Service will empower you to view and/or modify some of the information in your own personal records. The information available to you in Teammate Self-Service is real-time HR information. Changes made in Teammate Self-Service will automatically update the HR system. The Teammate Self-Service application will give you the ability to complete the following tasks: Update personal information, such as address or marital status View current or previous payslips Add or modify direct deposit payment account information Modify your federal and state W-4 information View your current benefit selections View current and previous employment assignments View current and previous salary information Access the Learning Exchange, 401K, ESOP, and Life Insurance websites The following Quick Tips provide the basic steps required to perform these functions. If you need additional assistance with Teammate Self-Service, please contact Voice of the Teammate at Page 2 Copyright 2014 GPI Learning Services

3 Access to Teammate Self-Service Logging In to Teammate Self-Service 1. If you are accessing Teammate Self-Service from CARQUEST Link, proceed to step 2. If you are accessing Teammate Self-Service from a shortcut icon on the desktop, double click the icon and skip to step Log in to CARQUEST Link. 3. Click the HR tab (US only) or the Human Resources option (Canada only). 4. Click the Self Service link in the Navigation section on the Human Resources page (US only) or the HR Self Service link from the menu on the left side of the screen (Canada only). 5. Click the Self-Service link in the Navigation section on the Self-Service HR Page. Copyright 2014 GPI Learning Services Page 3

4 6. Type your Teammate ID Number in the Username field. Note: For Canadian teammates, DO NOT type CAN before the teammate ID number. Note: Existing Oracle users will only be able to access the Teammate Self-Service responsibility through the Teammate Self-Service account that is accessed with your teammate ID number. All other Oracle responsibilities will be available through your existing Oracle account. 7. Type your Social Security number (US only) or Social Insurance number (Canada only) in the Password field if this is your first time logging into Teammate Self-Service. Note: If you have previously logged in to Teammate Self-Service, enter the password that you designated during your initial login. 8. Click the Login button. If this is your first login, proceed to step 9. If you have logged in before, skip to step Type your current password in the Current Password field. 10.Type your new password in the New Password field. Note: Your new password must be at least 5 characters long. 11.Re-type your new password in the Re-enter New Password field. Page 4 Copyright 2014 GPI Learning Services

5 12.Click the Apply button. 13.Click Teammate Self-Service on the Navigator screen to display the main menu. Logging Out of Teammate Self-Service Once you have completed your selected tasks in Teammate Self-Service, it is critical that you log out of the system. 1. Click the Logout link that is located in the top right or bottom center section of any screen in Teammate Self-Service to end your session. Copyright 2014 GPI Learning Services Page 5

6 Teammate Self-Service General Navigation As you access different tasks throughout Teammate Self-Service, you will see the following navigation items: Home This link returns you to the Teammate Self-Service Navigator screen. Logout This link terminates your Teammate Self-Service session. This button cancels the current action. Note: A warning screen will appear prompting you to confirm that you want to cancel the current action. This button returns you to the previous page. This button accesses editable fields that change information in the section where the button is displayed. This button allows you to view changes that are not yet effective. Note: If the effective date of your changes is later than the current date, you will see this button until that effective date has passed. This button displays a printable version of the screen it appears on. This button allows you to save your changes so that you can complete them at a later time. These saved changes are accessible in the Actions Awaiting section of Teammate Self- Service. This icon will display a tip about the item. Page 6 Copyright 2014 GPI Learning Services

7 Personal Information Overview The Personal Information option allows you to complete the following tasks: Add or update phone number information Change your address Change your marital status The following Quick Tips provide the basic steps required to perform these functions. Copyright 2014 GPI Learning Services Page 7

Adding or Updating a Phone Number 1. Click Personal Information in the Teammate Self-Service Navigator. 2. Click the Update/Add button in the Phone Numbers section of the Personal Information screen.

8 Adding or Updating a Phone Number 1. Click Personal Information in the Teammate Self-Service Navigator. 2. Click the Update/Add button in the Phone Numbers section of the Personal Information screen. 3. Click in the Number field containing the phone number you need to edit if you need to change a phone number. Then skip to step Click the Add Another Row button to add a new phone number. OR 5. Click the down arrow in the Type field to see a list of phone number types. Page 8 Copyright 2014 GPI Learning Services

9 6. Click the phone number type to select it. 7. Type the new phone number in the Number field or make the necessary changes to the existing number that needs to be updated. Note: Make sure to enter the phone number in the appropriate format. 8. Click the Next button. 9. Review the changes in the Proposed field to make sure they are correct. Copyright 2014 GPI Learning Services Page 9

10 10.Click the Submit button if the information is correct. Then skip to step 12. Note: The confirmation screen will appear indicating that your changes have been made. OR 11.Click the Save for Later button to complete the changes at a later time using the Actions Awaiting option on the Teammate Self-Service Navigator. Refer to the Actions Awaiting section these Quick Tips for more information. Note: The confirmation screen will appear indicating that your changes have been saved for later. 12.Click the Return to Overview button to return to the Personal Information page. Page 10 Copyright 2014 GPI Learning Services

Deleting a Phone Number 1. Click Personal Information in the Teammate Self-Service Navigator. 2. Click the Update/Add button in the Phone Numbers section of the Personal Information screen. 3.

11 Deleting a Phone Number 1. Click Personal Information in the Teammate Self-Service Navigator. 2. Click the Update/Add button in the Phone Numbers section of the Personal Information screen. 3. Click the garbage can icon next to the phone number you wish to delete. 4. Click the Next button. 5. Review the changes in the Proposed field to make sure they are correct. Copyright 2014 GPI Learning Services Page 11

12 6. Click the Submit button if the information is correct. Then skip to step 8. Note: The confirmation screen will appear indicating that your changes have been made. OR 7. Click the Save for Later button to complete the changes at a later time using the Actions Awaiting option on the Teammate Self-Service Navigator. Refer to the Actions Awaiting section of these Quick Tips for more information. Note: The confirmation screen will appear indicating that your changes have been saved for later. 8. Click the Return to Overview button to return to the Personal Information page. Page 12 Copyright 2014 GPI Learning Services

13 Entering a New Address 1. Click Personal Information in the Teammate Self-Service Navigator. 2. Click the Update/Add button in the Main Address section of the Personal Information screen. 3. Click the Enter a new address if you have moved radio button. 4. Click the Next button. 5. Type the effective date of the new address (if it is different from the current one) in the Effective Date field. Then skip to step 8. OR 6. Click the calendar icon beside the Effective Date field to display the Pick a Date window. Copyright 2014 GPI Learning Services Page 13

14 7. Click the desired date on the calendar to select it. Note: The Pick a Date window will close automatically. 8. Click the down arrow in the Type field to see the residence types. 9. Click the residence type to select it. 10.Type the street address in the Address Line fields. Page 14 Copyright 2014 GPI Learning Services

15 11.Click the search icon beside the City field to bring up the Search and Select screen. 12.Type your city in the Search By field. 13.Click the Go button. 14.Click the radio button in the Select field of the appropriate city on the Results screen. Copyright 2014 GPI Learning Services Page 15

15.Click the Select button. Some of the address fields will automatically populate. In the US In Canada Note: All of the fields shown above are required fields.

16 15.Click the Select button. Some of the address fields will automatically populate. In the US In Canada Note: All of the fields shown above are required fields. If they are not automatically populated after you select your city, you will need to enter any missing information. 16.Click the Next button. 17.Review the new address in the Proposed field to make sure that it is correct. Page 16 Copyright 2014 GPI Learning Services

17 18.Click the Submit button if the information is correct. Then skip to step 20. Note: The confirmation screen will appear indicating your changes have been made. OR 19.Click the Save for Later button to complete the changes at a later time using the Actions Awaiting option on the Teammate Self-Service Navigator. Refer to the Actions Awaiting section of these Quick Tips for more information. Note: The confirmation screen will appear indicating that your changes have been saved for later. 20.Click the Return to Overview button to return to the Personal Information page. Note: If the effective date of the address change is later than the current date, you will see a View Future Changes button in the Main Address section of the Personal Information screen. 21.Click the View Future Changes button to review the address change. Note: You will be unable to make any additional changes to the Main Address section until the effective date of the change has passed. Copyright 2014 GPI Learning Services Page 17

18 Updating Marital Status Note: Changing your marital status will not impact your benefit elections or beneficiary designations for life insurance, ESOP, or 401k. A change in marital status is a qualifying life event. If you wish to change coverage level for your benefit plans (e.g. add or drop your spouse from coverage) or designate a new beneficiary, please contact the HR Support Center or visit CARQUEST Link for instructions. 1. Click Personal Information in the Teammate Self-Service Navigator. 2. Click the Update/Add button in the Basic Details section of the Personal Information screen. 3. Click the Enter new information because of a real change to the current details radio button. 4. Click the Next button. Page 18 Copyright 2014 GPI Learning Services

19 5. Type the effective date of the marital status (if it is different from the current one) in the Effective Date field. Then skip to step Click the calendar icon to display the Pick a Date window. OR 7. Click the desired date in the calendar to select it. Note: The Pick a Date window will close automatically. 8. Click the down arrow in the Marital Status field to see a list of marital status types. In the US In Canada Copyright 2014 GPI Learning Services Page 19

9. Click the appropriate marital status to select it. 10.Click the Next button. 11.Review the changes in the Proposed field to make sure that they are correct. 12.

20 9. Click the appropriate marital status to select it. 10.Click the Next button. 11.Review the changes in the Proposed field to make sure that they are correct. 12.Click the Submit button if the information is correct. Then skip to step 14. Note: The confirmation screen will appear indicating that your changes have been made. OR 13.Click the Save for Later button to complete the changes at a later time using the Actions Awaiting option on the Teammate Self-Service Navigator. Refer to the Actions Awaiting section of these Quick Tips for more information. Note: The confirmation screen will appear indicating that your changes have been saved for later. 14.Click the Return to Overview button to return to the Personal Information page. Note: If the effective date of the marital status change is later than the current date, you will see a View Future Changes button in the Basic Details section of the Personal Information screen. Page 20 Copyright 2014 GPI Learning Services

21 15.Click the View Future Changes button to review the changes. Note: You will be unable to make any additional changes to the Basic Details section until the effective date of the marital status change has passed. Copyright 2014 GPI Learning Services Page 21

22 Actions Awaiting Overview The Actions Awaiting option allows you to complete the following tasks: Complete changes that you saved while updating your Personal Information Delete changes that you saved while updating your Personal Information The following Quick Tips provide the basic steps required to perform these functions. Page 22 Copyright 2014 GPI Learning Services

Completing Saved Changes 1. Click Actions Awaiting in the Teammate Self-Service Navigator. 2. Review the list of saved changes in the Actions Awaiting Your Attention table. 3.

23 Completing Saved Changes 1. Click Actions Awaiting in the Teammate Self-Service Navigator. 2. Review the list of saved changes in the Actions Awaiting Your Attention table. 3. Click the pencil icon in the Update field of the action you wish to complete. Note: You will return to the Personal Information section at the same point you were when you clicked the Save for Later button. Copyright 2014 GPI Learning Services Page 23

24 4. Complete your changes. Refer to the appropriate topic in the Personal Information section of these Quick Tips for more information. Deleting Saved Changes 1. Click Actions Awaiting in the Teammate Self-Service Navigator. 2. Review the list of saved changes in the Actions Awaiting Your Attention table. 3. Click the garbage can icon in the Delete field of the action you wish to delete. 4. Click the Yes button to confirm the cancellation when the warning screen appears. Note: A confirmation message will appear above the Personal Actions section indicating that the action was deleted successfully. Page 24 Copyright 2014 GPI Learning Services

25 View Benefits Overview The View Benefits option allows you to access the current benefit services websites and view your current benefit selections. The following Quick Tips provide the basic steps required to perform this function. Note: This is a view only option. Copyright 2014 GPI Learning Services Page 25

Viewing Your Benefit Selections (US Only) 1. Click View Benefits in the Teammate Self-Service Navigator. 2. You will be redirected to the benefits website.

26 Viewing Your Benefit Selections (US Only) 1. Click View Benefits in the Teammate Self-Service Navigator. 2. You will be redirected to the benefits website. If you have previously registered, proceed to step If you have never logged in, click Register to create your username and password to the benefits website. 4. If you have previously registered, type your User Name and Password in the applicable fields to enter the benefits website. Page 26 Copyright 2014 GPI Learning Services

5. Click Log Out to exit the benefits website and close the browser window to

28 Viewing Your Benefit Selections (Canada Only) 1. Click View Benefits in the Teammate Self-Service Navigator. 2. The Sun Life Financial website will display. 3. Enter your Access ID and Password to access your benefit information. Page 28 Copyright 2014 GPI Learning Services

29 Employment/Salary Information Overview The Employment/Salary Information option allows you to complete the following tasks: View your current and previous employment assignments View your current and previous salary information The following Quick Tips provide the basic steps required to perform these functions. Note: This is a view only option. Copyright 2013 GPI Learning Services Page 29

30 Viewing Employment Information 1. Click Employment/Salary Information in the Teammate Self-Service Navigator. 2. Review the current assignment summary data at the top of the Employment/Salary Information page. 3. Click the Employment tab below the summary data on the Employment/Salary Information page to view the list of current and previous assignments. Note: You can sort the list by the information in any of the columns by clicking on the corresponding column heading. Page 30 Copyright 2013 GPI Learning Services

4. Click the Show link in the Details field to view details about a

Viewing Salary Information 1. Click Employment/Salary Information in the Teammate Self-Service Navigator. 2. Click the Salary tab to view current and previous salary information.

32 Viewing Salary Information 1. Click Employment/Salary Information in the Teammate Self-Service Navigator. 2. Click the Salary tab to view current and previous salary information. Note: You can sort the list by the information in any of the columns by clicking on the corresponding column heading. 3. Click the Show link in the Details field to view details about a particular salary period. Page 32 Copyright 2013 GPI Learning Services

33 Access the GPI Learning Exchange Overview The Access the GPI Learning Exchange option allows you to access the Learning Exchange to complete training. The following Quick Tips provide the basic steps required to perform this function. Copyright 2013 GPI Learning Services Page 33

34 Accessing the GPI Learning Exchange 1. Click Access the GPI Learning Exchange in the Teammate Self- Service Navigator. 2. Type your Teammate ID number in the Username field and your last name in the Password field (unless you have changed your password on a previous login). 3. Click the Log On button to enter the Learning Exchange. Page 34 Copyright 2013 GPI Learning Services

35 Access GPIretirement.com Overview The Access GPIretirement.com option allows you to access the GPI Retirement website to access information about your 401k, ESOP, or RRSP accounts. The following Quick Tips provide the basic steps required to perform this function. Copyright 2013 GPI Learning Services Page 35

36 Accessing 401K and ESOP Accounts (US Teammates Only) 1. Click Access GPIretirement.com in the Teammate Self-Service Navigator. 2. Click the 401K option on the home page of the GPI Retirement website to access 401K account information and a link to the Merrill Lynch website. Page 36 Copyright 2013 GPI Learning Services

38 Accessing Retirement Savings Plan (RRSP) Accounts (Canadian Teammates Only) 1. Click Access GPIretirement.com in the Teammate Self-Service Navigator. 2. Click the RRSP option on the home page to access your current RRSP account information. Page 38 Copyright 2013 GPI Learning Services

39 Access Life Insurance Page (US Only) Overview The Access Life Insurance Page option allows you to access the Hartford Personal Health Application. The following Quick Tips provide the basic steps required to perform this task. Note: This option is for US Teammates only. Copyright 2013 GPI Learning Services Page 39

40 Accessing Life Insurance Information 1. Click Access Life Insurance Page from the Teammate Self-Service Navigator. 2. If you need to make changes to your Life Insurance coverage, complete the Personal Health Application form and submit according to the instructions designated on the form. 3. To check the status of changes made, you can access The Hartford website ad Page 40 Copyright 2013 GPI Learning Services

41 Access W-2 Services Overview The Access W-2 Services option allows you to access the ADP W-2 Services website to download an electronic version of your W-2 form. The following Quick Tips provide the basic steps required to perform this function. Copyright 2013 GPI Learning Services Page 41

instructions to register an account. If you previously registered, skip to step 3.

42 Accessing W-2 Information 1. Click Access W-2 Services from the Teammate Self-Service Navigator. 2. If you have never registered with the ADP W-2 Services website, click Register Now and follow the online instructions to register an account. If you previously registered, skip to step Click Login and enter your User name and Password in the appropriate fields and click OK. Page 42 Copyright 2013 GPI Learning Services

43 4. Click the year of the statement you wish to view. The W-2 statement for the year you selected will display on the screen. 5. Click Download your W-2 to save a copy of this statement to your computer. 6. Click Logout to end your session on the ADP W-2 Services website. Copyright 2013 GPI Learning Services Page 43

GRADUATE STUDENT EMPLOYEE SELF SERVICE GUIDE

GRADUATE STUDENT EMPLOYEE SELF SERVICE GUIDE CONTENTS Click any topic below to go directly to that page. HOW TO USE SELF SERVICE 1.1 How to Access, Log In and Navigate Employee Self Service BENEFITS 2.1