VIEW/UPDATE PERSONAL INFORMATION IN ULTIPRO

Transcription

1 VIEW/UPDATE PERSONAL INFORMATION IN ULTIPRO VIEW/UPDATE PERSONAL INFORMATION Audience: All R1 U.S. Associates 1 Open a new browser window. Type in forum.r1rcm.com. 4 This will take you to the Forum homepage. Under the Quick Links heading, click on the UltiPro logo. 2 Click on your account to sign in. Test@R1RCM.com 5 This will take you to the UltiPro Home Page. 3 This will route you to the R1 organizational log in page. Type in your R1 password. Click Sign in. Test@R1RCM.com Connecting Our Associates & Managers with the HR Information and Tools They Need For reference starting December 17,

2 VIEW/UPDATE PERSONAL INFORMATION (CONTINUED) 6 Click Menu Hover your cursor over Myself Your Personal Information is located under the header Personal. Click Personal 7 Your personal information will appear. You can use the toolbar to view your Contacts and Private Info on this page as well. Note: Your Primary Address should always be your R1 address. 2.

3 VERIFY/UPDATE NAME, ADDRESS, AND TELEPHONE 1 To edit your personal information, Click the Edit icon in the upper right hand side of your screen 3 When you have finished making your changes / updates to your personal information, select Save. You also have the option to print your personal information for your records. You must select Submit to finalize your changes. The request for personal information changes requires approvals. Select Submit. 2 Update your personal information on this page. The Quick Address Search box is a helpful tool to search and populate your information. Note: Required personal details are indicated with red dots. You will not be able to navigate to another page if one of the required sections is not completed. 4 You will see confirmation that the changes you have requested are pending approval. 3.

4 VERIFY/UPDATE DIRECT DEPOSIT 1 On the UltiPro Home page, Click the Menu button, hover over Myself and select Direct Deposit. 2 To enter in your direct deposit information, click Add Direct Deposit. Your Direct Deposit Detail will appear. Complete the form with the required Direct Deposit information. Click Save when you have successfully updated your Direct Deposit information. Review and verify the changes you have made, click Submit to submit the change request for approval. 3 Your Direct Deposit account will appear on the Direct Deposit home screen once it has been processed xxx

5 VERIFY/UPDATE INCOME TAX ELECTIONS 1 On the UltiPro Home page, Click the Menu button, hover over Myself and select Income Tax. 2 The Income Tax Summary will appear. This includes Active and Inactive Federal and State Income Tax forms Note: For this example, we will be using Illinois State tax forms 3 In the Things I Can Do section, select Add/Change Withholding Form (W-4). 5.

6 VERIFY/UPDATE INCOME TAX ELECTIONS (CONTINUED) 4 To change your Federal Income Tax, click on the Employee s Withholding Allowance Certificate (W-4). 5 Fill out the Employee s Withholding Allowance Certificate (W-4). Once you have completed the form with you information, click Next. 6.

7 VERIFY/UPDATE INCOME TAX ELECTIONS (CONTINUED) 6 Your Federal Tax Form will be populated with the information you designated. You must check the box to confirm your information is correct. Select Sign & Save. 7 After signing and saving, you must click the green Submit button to submit your request. 7.

8 VERIFY/UPDATE INCOME TAX ELECTIONS (CONTINUED) 8 To change your State Income Tax, click on the link that displays your state. For this example, we will use Illinois (IL-W-4). 9 Fill out the State Tax Form. Once you have completed the form with you information, click Next. 8.

9 VERIFY/UPDATE INCOME TAX ELECTIONS (CONTINUED) 10 Your State Tax Form will be populated with the information you designated. You must check the box to confirm your information is correct. Select Sign & Save. 11 After signing and saving, you must click the green Submit button to submit your request. 9.