Employee Self Service

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Brendan Moris Baldwin
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1 Paycor s HR application offers a variety of ways for employees to view and change their personal information such as address, phone number, and emergency contacts as well as viewing employment related information like direct deposit, tax withholding, benefit elections, dependent and beneficiary information. As an employee, you can also stay updated with your company s latest news, training schedules, internal job postings, and organization charts. Table of Contents Employee Registration... 2 Using the HR Home Page... 6 Updating Your Personal Information... 8 Viewing Online Checkstubs Requesting Time Off Completing a Performance Review Enrolling in a Training Course Applying for an Open Position Referring a Candidate for an Open Position Updated: 6/10/13 Copyright Paycor Inc. All Rights Reserved Page 1

2 Employee Registration When you are hired, the HR Manager at your company creates a record where your personal, contact, and other information is stored. When that happens, you will receive an asking you to register so that you have access and view your personal information as designated by your employer. To register, follow the steps below. Screen shots that illustrate these steps are on the next page. a) You should receive an to Start Your Registration. b) Click the link in the you receive. On the Tell us who you are page: enter your Last Name and Access Code. Note: The access code is in the body of the registration instructions. You should type this code into the Access Code field. Click the button. On the We need more information page: enter your Social Security Number and Birth Date. Click the button. If you already have a Paycor account, sign in and Paycor will add your new registration information to your existing account. (screenshot on page 5) If this is your first Paycor account, click the button. On the Create username and password page: enter a User Name, Password, and Address. Click the button. Paycor will send a confirmation message to the address you provided. Enter the Code. Click the button. On the Change your security questions page: select your Security Questions and enter your Answers. Click the button. Screenshots are continued on next page. Page 2 Copyright Paycor Inc. All Rights Reserved Updated: 6/10/13

5 Step 4: If you already have a Paycor account: Your IDs will have been merged. Please note that the page references the credentials to use going forward when accessing Paycor.com. Click to go to your Online Home page. Updated: 6/10/13 Copyright Paycor Inc. All Rights Reserved Page 5

Using the HR Home Page The HR Home Page, like the one shown below in Figure 1, has several features and functions: My Tasks: A list of tasks, which may include things like taking company surveys or

6 Using the HR Home Page The HR Home Page, like the one shown below in Figure 1, has several features and functions: My Tasks: A list of tasks, which may include things like taking company surveys or completing your performance review. Click a link for any item listed on your task list to access the page where you can complete your task; click the View more tasks link to see more tasks. Company Directory: Provides access to the Employee Directory. Enter an employee name and then click Search. Company News: Displays news posted by company management, such as upcoming events or due dates. Click any link to read more information; click the View more Company News link to see more news items. Documents and Links: Provides links to documents, forms, and websites that company management has posted for you to use. Click any link to access the document, form, or website; click the View more Documents and Links link to see more items. My Settings: Provides access to your Security Settings page (see Figure 2), where you can update your address, change your password, create a single sign on for all Paycor applications you use, and change your security questions. Figure 1. My company s Home Page. Page 6 Copyright Paycor Inc. All Rights Reserved Updated: 6/10/13

8 Updating Your Personal Information The Myself menu has all the options you need to keep your personal information current: your contact information, name, beneficiaries, marital status, dependents, and emergency contact information. Most changes initiate a workflow, which is an automated process that notifies managers and HR Department staff of changes and that may require them to approve the change. You can check on the status of the changes you make at any time. Instructions for each option that allows you to add or update information, as well as check on the status of the changes you make follow. Updating Your Name You can change your name at any time. To do so, follow the steps below. From the Myself Menu, select Personal Information > Change Name. Update all necessary fields, remembering that the orange asterisk indicates a required entry: Click Save. Page 8 Copyright Paycor Inc. All Rights Reserved Updated: 6/10/13

9 Updating Your Contact Information You can update your contact information at any time. To do so, follow the steps below. From the Myself Menu, select Personal Information > Contact Information. Update all necessary fields, remembering that the orange asterisk indicates a required entry: Click Save. Updated: 6/10/13 Copyright Paycor Inc. All Rights Reserved Page 9

Updating Your Marital Status You can update your marital status at any time. To do so, follow the steps below. From the Myself Menu, select Personal Information > Marital Status.

10 Updating Your Marital Status You can update your marital status at any time. To do so, follow the steps below. From the Myself Menu, select Personal Information > Marital Status. Update all necessary fields, remembering that the orange asterisk indicates a required entry: Click Save. Updating Your Emergency Contact Information You can update your emergency contact information at any time. To do so, follow the steps below. From the Myself Menu, select Personal Information > Emergency Contact. Update all necessary fields. Click Save. Page 10 Copyright Paycor Inc. All Rights Reserved Updated: 6/10/13

Do one of the following: To add a new dependent, click Add.

11 Updating Your Dependents You can add dependents at any time. To do so, follow the steps below. From the Myself Menu, select Personal Information > Dependents. Do one of the following: To add a new dependent, click Add. To update an existing dependent, click the dependent s name. Then click Edit. Update all necessary fields, remembering that the orange asterisk indicates a required entry: Click Save. Updated: 6/10/13 Copyright Paycor Inc. All Rights Reserved Page 11

Updating Your Beneficiaries You can add beneficiaries at any time. To do so, follow the steps below. From the Myself Menu, select Personal Information > Beneficiaries.

12 Updating Your Beneficiaries You can add beneficiaries at any time. To do so, follow the steps below. From the Myself Menu, select Personal Information > Beneficiaries. Do one of the following: To add a new beneficiary, click Add. To update an existing beneficiary, click the beneficiary name. Then click Edit. Update all necessary fields, remembering that the orange asterisk indicates a required entry: Click Save. Page 12 Copyright Paycor Inc. All Rights Reserved Updated: 6/10/13

13 Checking the Status of a Change Most changes initiate a workflow that notifies managers and HR Department staff of your request for a change. Some changes need to be approved; when that is the case your change will be pending until it is approved. To check on a pending change, follow the steps below. From the Myself Menu, select the option you used to make a change. Do one of the following: If the page displays a link to a workflow, click the workflow link. If the page displays a Status button, which will appear to the right of the pending change (screen not shown), click Status. The workflow process will display; icons indicate the current workflow step and its status: Green: Approved Yellow: Pending Blue: Notification sent Red: Denied When you finish reviewing the workflow, click Back. Updated: 6/10/13 Copyright Paycor Inc. All Rights Reserved Page 13

14 Viewing Online Checkstubs You are able to view check stubs for direct deposits, as well as W-2s for previous years. To do so, follow these steps: From the Home Page, select Myself > Payroll > Online Checkstubs. Click the arrows to view check stubs or W-2 for other pay periods/years or use the drop down box to select the date for the check stub or W-2 you want to view. When you finish viewing your check stubs, click Employee Home. Figure 3. View Check Stubs. Page 14 Copyright Paycor Inc. All Rights Reserved Updated: 6/10/13

Absence Reason Further defines the reason for the time off. For example, if you are entering sick time, selections may be Illness or Family Leave. Dates The first date you are requesting off.

15 Requesting Time Off To request time off, follow the steps below: Go to Myself > Time Off Requests. Click Request Time Off. Select the following: Attendance Plan Generally defines the type of time off you are requesting. The time off you are eligible for displays, by plan, at the bottom of the page. Absence Reason Further defines the reason for the time off. For example, if you are entering sick time, selections may be Illness or Family Leave. Dates The first date you are requesting off. Hours The number of hours you are requesting off. Requester Comments are optional. Click Save. Once the Time Off Request has been approved, you will receive an notification. Time Off Plans Columns Plan Name Type Balance Used Scheduled to Use Estimated Future Balance Shows all time off plans that you have at your company If desired, further used to describe the Plan Name Shows the last officially calculated balance of hours available for use Shows the sum of the hours from approved requests occurring between the date displayed and today Shows the sum of the hours from approved requests occurring after today Represents the total hours calculated from the columns: Balance Used Scheduled to Use = Estimated Future Balance Updated: 6/10/13 Copyright Paycor Inc. All Rights Reserved Page 15

16 Completing a Performance Review Employee managers and supervisors will periodically conduct a performance review for you. Some reviews require that you complete a form; when that s the case, the task generally appears on the My Tasks list of your home page and you will receive an with a link that allows you to sign in and access the review form directly. You can also access your review form through the Myself menu. To complete your review, follow the steps below: Click the link on the HR Home page or select Myself > Performance Review. If you access your review from the menu option, select the review you want to complete. (Screen not shown.) Click Start Review. Note: This will be the first page you see when you click the link in the you receive and log into HR Performer, or when you click the link on your To Do List. You will be guided through a series of screens where you will select your score for performance attributes and where you can add comments about each. After completing each page do one of the following: Click Save & Continue to go to the next page. Click Save to save your entries and close the review form; you can come back to it later to complete the remaining sections. When you finish, a Summary Page displays. On the Summary Page review your entries and selections and then do one of the following: Click Overview to return to the form to make changes. The first page of the review form opens; use the links at the top of the page to access a specific section. Click Print Review to print a copy. When you are satisfied with your entries and selections, click Save & Submit Review. Your manager will be notified that you have completed the form. Screen shots that illustrate these steps begin on the next page. Page 16 Copyright Paycor Inc. All Rights Reserved Updated: 6/10/13

18 Enrolling in a Training Course Your company may offer training courses that you can take periodically. If so, your Manager typically maintains a training plan for you and available courses will appear in your Training Schedule. To enroll in a training course, follow the steps below. Screen shots that illustrate these steps begin on the next page. Go to My Company > Training Schedule. Find the course in which you want to enroll and click Enroll. See Figure 4. Add notes if there is any information you need to relay to your Manager and then click Save. Your request may require approval before you are enrolled in the course; your request will route automatically. Once your request is approved, the course will appear under Training Plan on Myself > Development > Training History with an Enrolled status. See Figure 5. Figure 4. Enroll for training. Page 18 Copyright Paycor Inc. All Rights Reserved Updated: 6/10/13

20 Applying for an Open Position Your managers can post when positions at your company open. You may receive an with a link that provides you direct access to the page where you can apply. You can also follow these steps below to find and apply for open positions. Screen shots that illustrate these steps begin on the next page. From the HR Home Page, select My Company > Position Openings. From the list that displays, position title to open the window that allows you to apply for it. Note: On this page or the previous page, click Position Description to view the job requirements if they are not shown. Click Apply for Position. Optional: To add a document, like your resume, click Add a File. Enter a Name for your document, select a Category, and then do one of the following: If the file is online, select URL and enter a web address in the adjacent field. If the file is on your hard drive or a shared drive, select Local File; click Browse to search for and select your document and then click Save. Notes: Maximum file size is 100 Mb. You can add more than one document if required. All file types can be uploaded; however, only those who have compatible applications installed will be able to view the files. For example, if you upload a Microsoft Word file, only those who have MS Word installed on their computer can open the file. Click Confirm. Screenshots are included on the next page. Page 20 Copyright Paycor Inc. All Rights Reserved Updated: 6/10/13

22 Referring a Candidate for an Open Position To refer someone you know to your company s Human Resources Department for employment, follow these steps below. Screen shots that illustrate these steps begin on the next page. From the Home Page, select My Company > Refer a Candidate. Complete the fields, remembering that the orange asterisk indicates a required entry: Optional: To add a document, like a resume or cover letter, click Add File. Enter a Name for your document, and then do one of the following: If the file is online, select URL and enter a web address in the adjacent field. If the file is on your hard drive or a shared drive, select Local File; click Browse to search for and select your document, and then click Save. Notes: Maximum file size is 100 Mb. You can add more than one document if required. All file types can be uploaded; however, only those who have compatible applications installed will be able to view the files. For example, if you upload a Microsoft Word file, only those who have MS Word installed on their computer can open the file. Click Save. Screenshots are included on the next page. Page 22 Copyright Paycor Inc. All Rights Reserved Updated: 6/10/13

HRConnect Employee Self-Service: Employee Actions

HRConnect Employee Self-Service: Employee Actions This Quick Reference Guide gives a brief overview of the processes used to complete Employee Self-Service actions within HRConnect. This document contains steps for the following: Personal Information