MyHRinfo. Employee Self-Service. Information Reference Guide

Transcription

1 PeopleSoft MyHRinfo Employee Self-Service Information Reference Guide 1

2 Table of Contents Introduction 3 Main Menu.4 Personal Information Personal Information Summary...6 Legal Name Preferred Name Home Address.. 10 Phone Numbers...15 Emergency Contacts...16 Business Address Marital Status Names Ethnic Groups Vehicle Information.. 26 Learning and Development My Current Profile Education Honors and Awards Languages Licenses and Certificates Memberships...36 Training Summary...38 Professional Training.. 39 Manager Self-Service

3 Introduction The Self-Service application allows all employees to manage their own personal and learning and development data. Managers will have the ability to view the Training Summary and Professional Training for all of their direct reports. In order to access your personal and learning and development data, the user will need security to the PeopleSoft application. NOTE: All passwords are to be kept confidential in order to maintain the integrity of each employee s personal data. Passwords will need to be changed every 90 days. For any questions regarding the Personal Information pages, please send to the HRMS Employee Self-Service box at EHRMS@cablevision.com. 3

4 Main Menu After logging into PeopleSoft, the main menu will appear. This page shows the functions currently available within the Employee Self-Service module: Personal Information, Benefits (if applicable), and Learning and Development. There are two paths of navigation: Classic menu and Breadcrumbs. You have the option to use either to get to a page. The Classic menu navigation is via folders and subfolders with links. The Breadcrumb menu navigation allows you to navigate by clicking left to right and up and down. To exit Employee Self-Service, click on the Sign Out hyperlink found in the upper right hand corner. Classic Menu Sign Out 4

5 Personal Information Click on the Personal Information menu item to see the detailed listing of the functionality as shown in the screen shot below. For some pages, such as Personal Information Summary, not all of the information will fit on the screen and you will need to use the scroll bars to scroll up and down to view it. To scroll in a page, click either the up arrow or down arrow found within the scroll bar. There are also two buttons to click to expand the page to view more information. Expand/Collapse Scroll Bar 5

6 Personal Information Summary The Personal Information Summary link allows the user to access Names, Home Address, Phone Numbers (Business and Personal), Address, Emergency Contacts, Marital Status, Ethnicity and Vehicle Information in one summarized page versus going to the individual data page. To view all of this data in its entirety, use the scroll bar on the right side of the page. In order to make a change to any of the data shown on the Personal Information Summary page, click on the change button associated with each section s data. For example, to change an address from the Personal Information Summary page, click on the button entitled Change home address. For specific information on changing data within each section, refer to the instructions in this overview document for that particular section. Personal Information Summary 6

7 Personal Information Summary - cont. Employee Information is located at the bottom of the Personal Information Summary page. You can view only your Employee Information. Note: If any of this data on the Employee Information section of the Personal Summary page is incorrect, please contact your local Human Resources Department. 7

8 Legal Name This page displays your Primary Name (Legal Name) as it appears on your legal documentation provided to Cablevision. This name will be used for payroll purposes. If you need to process a Primary Name Change, you must contact your local Human Resources representative. Primary Name changes cannot be processed via MYHRinfo. 8

9 Preferred Name Preferred Names, which includes First Name, Middle Name, Last Name and Suffix, can be updated via this page. The Current Preferred Name is displayed. If you wish to add and/or update a Preferred Name, click on the Edit Name button to update. Note: If you choose to enter or update a Preferred Name, it will be visible on the Marquee Directory, E mail Directory and other Cablevision systems in lieu of your Legal Name within one business day. 9

10 Home Address Click on the Home Address link on the menu list to go directly to the Home Address page. The current home address for the employee is displayed. Click on the Edit link (pencil) to edit the address information. Instructions on how to enter a new home address are found at the top of the page. 10

11 Home Address - cont. Before entering any address changes, please read the following information regarding the Employee Product Benefit Guidelines: By updating your home address, Employee Accounts will receive a record of your new address and contact you regarding your Employee Product Benefit. Before proceeding, please read the Employee Product Benefit Guidelines Also, read the list of rules for proper address format on this Home Address page. Enter any changes needed in the Address 1, Address 2, City, State, Postal and County fields, as appropriate. Click on the Save button to save the changes. The system will automatically default the address change to the date the new information is entered. 11

12 Home Address - cont. NOTE: By clicking on the Save button, you are agreeing that you have read and comply with the conditions of the Employee Product Benefit Guidelines. 12

13 Home Address - cont. After the address change has been saved, the Save Confirmation page will appear. A new tax withholding form may need to be completed as a result of the address change. This form can be accessed via Marquee Forms. Click on the OK pushbutton to continue processing. 13

14 Home Address - cont. A page showing the modified home address will appear for verification. 14

15 Phone Numbers Click on the Phone Numbers link to go directly to the phone numbers page. A listing of the current phone numbers for the employee is shown. Instructions on how to enter new phone numbers are found at the top of the page. Follow the list of rules to be used when entering new phone numbers listed on the Phone Numbers page. While you can list multiple phone numbers, you can only enter one of each phone type. If you choose to list multiple phone numbers, you must select the Preferred button for the phone number and phone type you prefer to have used first. Enter the new phone number or change an existing phone number as appropriate and click on the Save button to save the changes. After the phone number has been saved, the Save Confirmation page will appear. Click the OK button to continue processing. 15

16 Emergency Contacts Click on the Emergency Contact link to go directly to the Emergency Contacts page. A listing of the current emergency contacts for the employee is shown. Review this data and click on the Add Emergency Contact button to add or modify the emergency contact information, as well as designating the primary contact. Each employee MUST have one individual noted as the primary emergency contact. 16

17 Add Emergency Contact To add an emergency contact, click on the Add an Emergency Contact pushbutton. Enter the Contact Name. This should be formatted with first name followed by last name. Click on the down arrow next to the Relationship to Employee box to select from the list of relationships. If you do not see an appropriate relationship in the listing, use Other. If the emergency contact has the same address and phone number as the employee, click on the box next to Contact has the same address as the employee and the Contact has the same telephone number as the employee. If the address is different, click on the Edit Address button to enter the address information. If the phone number is different, enter phone number under Contact Number. To add additional phone numbers, click Add a Phone Number and enter the appropriate information. 17

18 Edit Emergency Contact Address To edit the Emergency Contact Address, click on the Edit Address hyperlink. Enter the address information for the Emergency Contact. Instructions for the proper address format are found at the top of the page. Once the address has been entered, click on the OK pushbutton and click the Save button and a Save confirmation page will appear. 18

19 Edit Emergency Contact Phone # Enter the emergency contact phone number in the Telephone box. If there are other phone numbers to be entered for the emergency contact, click on the Add a Phone Number pushbutton. Once the phone number information has been entered, click on the Save pushbutton. A Save confirmation page will appear. 19

20 Edit Emergency Contact To edit an Emergency Contact s information, click on the Edit link next to the appropriate emergency contact. The same page will appear as when adding an emergency contact. Modify the information and click on the Save pushbutton. A confirmation screen will appear after the change has been made. Delete Emergency Contact To delete an Emergency Contact, click on the Delete link next to the emergency contact to be deleted. NOTE: If you are deleting the individual you have designated as your primary emergency contact, you must first select your new primary contact prior to deleting your current primary contact. The system will give you an error message if you delete a primary emergency contact. 20

21 Business Addresses The Business addresses cannot be updated through Employee Self-Service. This information is for verification purposes only. Notify the IT Help Desk via the Virtual Help Desk if any changes need to be made. 21

22 Marital Status Click on the Marital Status link to go directly to the marital status page and review this information. If you need to update your marital status in this section, it will not update your Employee Benefits or beneficiary information. In order to make changes to your Benefits based on your change in marital status, you will need to contact your Human Resources representative or Corporate Benefits department and submit the appropriate paperwork within 31 days of your change in marital status. You can access the Marriage Packet with instructions on how to enroll in benefits on the Marquee. Please note: You must submit a copy of your Marriage Certificate or your Divorce Decree to your HR representative or Corporate Benefits department. 22

23 Marital Status - cont. There are two pieces of information required to enter a marital status change: 1. Date that the change will take effect. 2. The new marital status. Enter the date in MM/DD/YYYY format or use the calendar feature by clicking on the pushbutton next to the date field and select the appropriate date. 23

24 Marital Status - cont. Click on the down arrow next to the marital status box to see the listing of the valid marital status selections. Click on the new marital status from the drop down list. Verify the information is correct and click on the Save pushbutton. A Save Confirmation page will appear once the marital status change is successfully saved. Click on the OK pushbutton to exit this screen. 24

25 Ethnic Groups Click on the Ethnic Groups link to go directly to the ethnicity page. You can verify the ethnic code and if it is not correct, select the appropriate code from the drop down listing. Click the Save button to save the record and a Save confirmation page will appear. 25

26 Vehicle Information Click on the Vehicle Information hyperlink to go directly to the vehicle information page. If you have a personal vehicle and park on Cablevision property, enter your Vehicle Information on this page. This information can be updated and viewed by you at any time. The information will assist the company in notifying you if there are any issues with your vehicle (e.g. headlights left on; open doors/trunks, accident; etc.), when parked on company property. Select the State from the table. Enter the license plate #, year, make and model of your vehicle on this page. Click the Save button to save the record and a Save confirmation page will appear. If you have more than one personal vehicle, insert a row by clicking on the + sign at the right side of the page. Enter the vehicle information as you did on the first page. Click the Save button to save the record. A Save confirmation page will appear. You have just completed the verification of your Personal Information. 26

27 Learning and Development Within Learning and Development, employees will be able to add, modify or view their own information. This information is divided into three categories: My Current Profile; Training Summary; and Professional Training. Listed below is a description of the information that can be entered and maintained for each category. However, there are some pages that are View only for the employee and the information, which must be entered by the local HR Representative. My Current Profile Education listing of all academic degrees obtained by the employee. Honors and Awards listing of any applicable Honors and Awards earned by the employee. The documentation must be submitted to the local HR representative to input. Languages listing of all languages and the levels of proficiency based upon speaking, reading and writing capabilities input by the employee. Licenses and Certificates - listing of all Licenses and Certifications earned by the employee. The documentation must be submitted to the local HR representative to input. Memberships employees may enter any Industry or Professional memberships held. Training Summary This summary page lists all Cablevision-sponsored training courses completed by the employee and input via the local Training or HR Coordinator. Professional Training Professional Training allows the employee to enter all external Professional Training (outside Cablevision) completed by the employee. 27

28 My Current Profile Your profile displays skills, competencies and accomplishments. These are broken out into two categories: Education and Qualifications. Education Your Education page displays all Degrees completed. You may view or update this information at any time. Use the Edit or Delete links found within the Degrees section of the Education page to edit information. Click on the Save button to save the record. 28

29 Education - cont. To add a new Degree, click on the Add New Degrees link and update the data on the page. Click on the OK button or Apply and Add Another to enter additional Degree information. This will save the data entered. 29

30 My Current Profile (cont.) Qualifications The Qualifications page combines other skills, competencies and accomplishments acquired or earned by each employee. The employee can enter some of these Qualifications, while others require going to the local Human Resources Representatives to have this data input. You may view or update this information at any time. Use the Edit or Delete links found within the each section of the Qualifications pages to edit information (where applicable). Honors & Awards Page (View only) 30

31 Honors & Awards Page (cont.) If you would like to view all of the Honors & Awards, please click on the magnifying glass to view all the options. If you need to have an honor and/or award added, please contact your local HR Representative. Click on the magnifying glass to view all the Honors & Awards. 31

32 Languages Click on Add New Language Skills to add languages. Click Edit button to make changes to a language. Click Delete to delete a language. 32

33 Editing the Language Skills Page 33

34 Licenses and Certificates (View only) You may view the Licenses & Certificates that appear in the table by clicking on the drop-down arrow. 34

35 35

36 Memberships Click on Add New Memberships button to add or edit memberships. Click on Edit button to make any changes. Click on Delete button to delete a membership. 36

37 Editing Memberships Page 37

38 Training Summary (View only) This page allows you to view all of your internal training courses you have completed within the Company. Your local HR Representative or Training Coordinator must enter this information. Click on Course name to see Course details. Click on Course Name to see Professional Training. 38

39 Professional Training Click Add Professional Training Course to add and Edit button to modify Professional Training. Click Delete button to delete a record. 39

40 To Edit Professional Training 40

41 Manager Self-Service Managers will have access to view the Training Summary for all employees that report to them and their direct reports. The manager will gain access by logging in with his/her own self-service User Id and Password. The following menu items are available to the manager: Training Summary Professional Training Training Summary of all employees reporting to Manager/Supervisor, Kandy Kane Click on the Employee s name in order to see the Training information for the direct reports of the Manager/Supervisor. 41

42 Manager Self-Service cont. Training Summary (View only) for Employee Lollie Popp - Empl ID (068391) Click on the Course Name in order to see detail information for teach course taken by the employee. 42