Employee Self Service - Cook County, Illinois



Employee Self ServiceCreated on SAVEDATE 4/26/2018 12:55:00 PMTable of Contents TOC \o "1-9" \h \z \t Employee Self Service PAGEREF _Toc512510667 \h 1Self Service HR PAGEREF _Toc512510668 \h 1View / Update Personal Information PAGEREF _Toc512510669 \h 1Maintain Personal Information PAGEREF _Toc512510670 \h 2Maintain Home Address PAGEREF _Toc512510671 \h 14Add a Dependent PAGEREF _Toc512510672 \h 26Add / Update Emergency Contacts PAGEREF _Toc512510673 \h 32Maintain Emergency Contact PAGEREF _Toc512510674 \h 33View My Information PAGEREF _Toc512510675 \h 48View Assignment Information PAGEREF _Toc512510676 \h 49View and Print Online Payslip PAGEREF _Toc512510677 \h 53View / Update Tax Information PAGEREF _Toc512510678 \h 55Update Federal Tax Withholding PAGEREF _Toc512510679 \h 56Update State Tax Withholding PAGEREF _Toc512510680 \h 65Employee Direct Deposit PAGEREF _Toc512510681 \h 71Add a Direct Deposit PAGEREF _Toc512510682 \h 72Update a Direct Deposit PAGEREF _Toc512510683 \h 79Benefits PAGEREF _Toc512510684 \h 83Add New Life Event - Dependent Elections PAGEREF _Toc512510685 \h 84Add an Attachment PAGEREF _Toc512510686 \h 107New Hire - Benefits Elections through Self Service PAGEREF _Toc512510687 \h 115Employee Self ServiceSelf Service HRView / Update Personal InformationMaintain Personal InformationLearning Objective:? In this topic, you will learn how to maintain your personal information.?The Personal Information function?is a?self-service feature that enables users to?view and update personal information on their employee records.? You use the Personal Information function to view/update basic details such as Marital Status, Title, First and Last Name, Addresses, and Dependents.?Upon completion of this topic you will be able to: Maintain your personal informationProcedureThis topic will cover:- Maintaining Personal Information Estimated time to complete this topic is: 2 minutesStepActionAfter logging on with your username and password, the Oracle Applications Home Page is displayed.In order to maintain your personal information, click the?CCG Employee Self Service, Cook County BG?link.The list of tasks for the "CCG Employee Self Service, Cook County BG" responsibility is displayed.As a user, you are assigned Oracle Responsibilities.Clicking on a task icon opens a new window to perform steps to complete the task.Click the Personal Information link.The Personal Information window displays.The Personal Information window includes regions for:- Basic Details (i.e. name, marital status, date of birth)- Phone Numbers (i.e. home, mobile)- Main Address (home address)- Other Address (i.e. mailing address)- Dependents (i.e. spouse, children)You use the Personal Information window to view/update the details.StepActionYou can update any of the regions on this window.? In this example, you will change basic details.In the Basic Details region on the page, click the?Update?button.The Basic Details: Choose Option window displays.There are two types of changes that you can make.The first option, "Correct or complete the current details.", allows you to make corrections or complete certain details. The system defaults to the "Enter new information because of a real change to the current details (e.g. because of a marital status)" option.StepActionTo accept the default, click the?Next?button.StepActionThe Basic Details: Update Information window displays.In the Name region of the Basic Details, you change the Effective Date for information you want to change.Click the Effective Date button.StepActionA Calendar window displays.To change the month, click the?Choose month?list.StepActionThe list of months displays.Click the December list item.StepActionTo change the year, click the?Choose year?list.StepActionA list of years displays.Click the 2017 list item.StepActionClick the December 30 link.StepActionThe Effective Date is now updated.In this example, change the Marital Status.Click the?Marital Status?List of Values (LOV) button.A list of values for Marital Status displays.You can select any of the choices listed.In this example, click the?Married?list item.The Marital Status field is updated.To proceed with the update, click the?Next?button.The Personal Information: Extra Information window displays.The CC Emergency Contacts region display details about your emergency contacts.If necessary, you can change your details.? ? To proceed to the Review page, click the?Next?button.StepActionThe Personal Information: Review window displays.Review your changes in the Proposed column.Fields with a blue dot indicate that a change has been made.To complete the update, click the?Submit?button.A Confirmation message displays that the changes have been applied.Click the Return to Overview button.StepActionThe Personal Information window displays.Verify that the changes have taken effect.? In this example, the Marital Status has been updated.At the top of the page, click the?Home?button to return to the Oracle Home page.This topic covered:- Maintaining Personal InformationEnd of Procedure.Maintain Home AddressLearning Objective:? In this topic, you will learn how to maintain a?home address.?The Personal Information function?is a?self-service feature that enables users to?view and update personal information on their employee records.? You use the Personal Information function to view/update basic details such as Marital Status, Title, First and Last Name, Addresses, and Dependents.?Upon completion of this topic you will be able to: Maintain a?home addressProcedureThis topic will cover:- Maintaining a home addressEstimated time to complete this topic is: 3 minutesStepActionAfter logging on with your username and password, the Oracle Applications Home Page is displayed.In order to maintain a home address, click the?CCG Employee Self Service, Cook County BG?link.The list of tasks for the "CCG Employee Self Service, Cook County BG" responsibility is displayed.As a user, you are assigned Oracle Responsibilities.Clicking on a task icon opens a new window to perform steps to complete the task.Click the Personal Information link.StepActionThe Personal Information window displays.In the Main Address region on the page, click the?Update?button.The Main Address: Choose Option window displays.The system defaults to the "Enter a new address if you have moved" option.You could check the other option to correct an address or accept the default to enter a new address.StepActionIn this example, to accept the default, click the?Next?button.StepActionThe Main Address: Enter New Address window displays.The Effective Date field is used to update the system as to the date when a change should become effective.The system displays today's date (the actual date when you are in the system).? You can accept the default of today's date.? Or, change the date to when your new address becomes effective.? You can select a date in the past if the change took place prior to today.In this example, change the date.Click in the Effective Date field.Click the "x" in the Effective Date field to delete the existing date.You can enter the date using the Oracle Date format: "DD-MMM-YYYY".? Enter the date into the?Effective Date?field. In this example, enter?"31-DEC-2017".Click the Type list.Select an Address Type.Click the Home list item.The Effective Date and the Type fields are now updated.Click in the Address Line 1 field.Enter the new street address into the?Address Line 1?field. In this example, enter?"2728 S. Union Ave.".If there is an apartment or unit number, you would enter it in the Address Line 2 field.In this example, leave Address Line 2 blank.Click in the City field.Enter the City name into the?City?field. In this example, enter?"Chicago".A list of cities with the name of your city and associated zip codes displays.? Select the appropriate city and zip code combination.In this example, click the?Chicago IL 60600-60699?list item.Notice that the State and County fields are auto-populated. However, the Zip Code is not filled in since the list that you selected had a range of zip codes from "60600" to "60699".If the city had been one that only had one zip code, the Zip Code field would have been auto-populated.?Click in the?Zip Code?field to add the zip code.Enter the zip code into the?Zip Code?field. In this example, enter?"60616".If there are no more changes to the new address, click the?Next?button to proceed.The Personal Information: Review window displays.The Current Address and the Proposed Address?columns are displayed.Fields with a blue dot indicate that a change has been made.Review your changes in the Proposed column.StepActionOnce you are done reviewing your changes in the Proposed column, you could cancel the update, print the current page, save your work for later, go back one page, or submit the update.In this example, click the?Submit?button to complete the update.A Confirmation message displays that your changes have been saved.Click the Return to Overview button.StepActionThe Personal Information window displays.Verify that the changes in the Main Address region have taken effect.At the top of the page, click the?Home?button to return to the Oracle Home page.Normally, you would return to the Home page.However, you can also update your address details.? As you did in adding a new address, you can also update that information. The Personal Information window displays as it did in the first part of this topic.In the Main Address region, click the?Update?button.StepActionThe Main Address: Choose Option?window displays.The system defaults to the "Enter a new address if you have moved" option.In this example, you are correcting the address.Click the Correct or amend this address. option.Once you have selected the "Correct or amend this address." option, click the?Next?button.StepActionThe Main Address: Correct Address?window displays.In this example, click in the?Address Line 2?field.Enter the correct information into the?Address Line 2?field. In this example, enter?"Unit 1".If there are no more changes to the address, you can cancel the update, save your work for later, go back a page, or proceed to the next page.In this example, click the?Next?button to proceed.The Personal Information: Review window displays.The Current Address and the Proposed Address?columns are displayed.Fields with a blue dot indicate that a change has been made.Review your changes in the Proposed column.StepActionTo complete the update, click the?Submit?button.A Confirmation message displays that your changes have been saved.Click the Return to Overview button.StepActionThe Personal Information window displays.In the Main Address region, verify that the changes have taken effect.At the top of the page, click the?Home?button to return to the Oracle Home page.This topic covered:- Maintaining a home addressEnd of Procedure.Add a DependentLearning Objective:? In this topic, you will learn how to add a dependent.?The Personal Information function?is a?self-service feature that enables users to?view and update personal information on their employee records.? You use the Personal Information function to view/update basic details such as Marital Status, Title, First and Last Name, Addresses, and Dependents.?Upon completion of this topic you will be able to: Add a dependentProcedureThis topic will cover:- Adding a dependentEstimated time to complete this topic is: 3 minutesStepActionAfter logging on with your username and password, the Oracle Applications Home Page is displayed.In order to add a dependent, click the?CCG Employee Self Service, Cook County BG?link.The list of tasks for the "CCG Employee Self Service, Cook County BG" responsibility is displayed.As a user, you are assigned Oracle Responsibilities.Clicking on a task icon opens a new window to perform steps to complete the task.Click the Personal Information link.StepActionThe Personal Information window displays.Scroll down to the bottom of the page.Click the?Scrollbar.Find the Dependents region on the left lower corner of the page.To add a dependent, click the?Add?button.StepActionThe Dependent: Create window displays.In the General Information region, enter required information for the dependent.? In this example, enter the First Name, Last Name, Relationship, and the Relationship Start Date.Click in the First Name field.Enter the dependent's first name into the?First Name?field. In this example, enter?"Melissa".Click in the Last Name field.Enter the dependent's last name into the?Last Name?field. In this example, enter?"Franklin".Click the Relationship list.The Relationship list of values? displays.You can select any of the relationships listed.In this example, click the?Adopted Child?list item.Click in the Relationship Start Date field.Enter the start date of the life event into the?Relationship Start Date?field. The Relationship Start Date is the legal date when you became responsible for the dependent.? For instance, in the case of an adoption, it would be the date of the adoption certificate.In this example, enter?"12-JAN-2018".Once the General Information fields have been updated, move on to the Phone Numbers region.Note: If a dependent shares the same primary address, make sure the option in the Main Address region is checked.In the Phone Numbers region, click in the?Number?field.Enter the home phone number of the dependent into the?Number?field. In this example, enter?"773-642-7650".Enter the Gender, Social Security, Start Relationship Reason and Date of Birth in the Additional Dependent Information region.Click the Gender list.Click the Female list item.Click in the Social Security field.Enter the dependent's social security number into the?Social Security?field. Although Social Security Number is not a required field in the system, note the requirement for newborns.In this example, enter?"766-89-4321".Click the Start Relationship Reason list.The Start Relationship Reason list of values displays.Click the Birth/Adoption list item.Click in the Date of Birth field.Enter the dependent's birth date into the?Date of Birth?field. In this example, enter?"05-APR-2010".Ensure all required fields are updated.? If all required fields in each region are entered, click the?Next?button to proceed with the update.The Personal Information: Review window displays.In the Proposed column, review the data you entered.StepActionTo complete the update, click the?Submit?button.A Confirmation message displays that your changes have been saved.Click the Return to Overview button.StepActionThe Personal Information window displays.Verify that the changes have taken effect.You may need to scroll down to see your changes.Click the?Scrollbar.In the Dependents region, verify that the dependent has been added.Once verified, scroll up to the top of the page to complete the update.Click the?Scrollbar.To return to the Oracle Home page, click the?Home?button.This topic covered:- Adding a dependentEnd of Procedure.Add / Update Emergency ContactsMaintain Emergency ContactLearning Objective:? In this topic, you will learn how to?maintain an emergency contact.?The?Extra Information function enables self-service users to enter and update additional personal information.? You use the Extra Information function to update details such as?Emergency Contacts and Ethnic Origin.?Upon completion of this topic you will be able to: Maintain an emergency contactProcedureThis topic will cover:- Maintaining an emergency contactEstimated time to complete this topic is: 3 minutesStepActionAfter logging on with your username and password, the Oracle Applications Home Page is displayed.In order to maintain an emergency contact, click the?CCG Employee Self Service, Cook County BG?link.The list of tasks for the "CCG Employee Self Service, Cook County BG" responsibility is displayed.As a user, you are assigned Oracle Responsibilities.Clicking on a task icon opens a new window to perform steps to complete the task.Click the Extra Information link.StepActionThe Extra Information window displays.You can add and change emergency contacts from this window.In the CC Emergency Contacts region, click the?Add?button.StepActionThe CC Emergency Contacts window displays.Enter your emergency contact's details.Click in the First Name field.Enter the first name of the emergency contact into the?First Name?field. In this example,enter?"Nancy".Click in the?Last Name?field.Enter the contact's last name into the?Last Name?field. In this example, enter?"Drew".Click the Search: Relationship Type button.StepActionThe Search and Select: Relationship Type window displays.To see a list of relationship types, click the?Go?button.StepActionA list of relationship types displays in the Results region.To select the "Sister" relationship type, click the?Quick Select?button for that type.StepActionThe Relationship Type field is populated.Click in the Start Date field.Enter the start date for your emergency contact into the?Start Date?field. In this example, enter?"12-JUN-2017".Click in the Address field.Enter the emergency contact's address into the?Address?field. In this example, enter?"483 Jackson, Hillside, IL 60162".Click in the Phone Type field.Click the Search: Phone Type button.StepActionThe Search and Select: Phone Type window displays.Click the Go button.StepActionA list of phone types displays in the Results region.Click the?Quick Select?button for the Mobile phone type.StepActionThe Phone Type field is populated.Click in the Phone Number field.Enter the contact's mobile phone number into the?Phone Number?field. In this example, enter?"708-301-0088".Once you are finished entering the emergency contact information, click the?Apply?button.StepActionYou are returned to the Extra Information window.Verify that the new contact row is added to the CC Emergency Contacts region.To proceed with the addition of the emergency contact, click the?Next?button.The Extra Information: Review window? displays.In the Proposed column, review the emergency contact details.StepActionOnce you are done reviewing the emergency contact details, click the?Submit?button to complete the update.A Confirmation message displays that your changes have been saved.Click the Home button.StepActionYou can maintain the new contact you just entered.Click the Extra Information link.StepActionThe Extra Information window displays.Click the radio button to the left of the appropriate contact's name.In the CC Emergency Contacts region, click the?Update?button.StepActionThe CC Emergency Contacts window displays.You can update any of the fields shown.In this example, click in the?Phone Number?field.Click the "x" at the end of the phone number field to delete the current phone number.The phone number field is now blank.Enter the new phone number into the?Phone Number?field. In this example, enter?"708-888-0098".Once you are finished updating the emergency contact information, click the?Apply?button.You are returned to the Extra Information window.Verify that the new phone number is added to the emergency contact's information.StepActionOnce you are done verifying the updated contact information, click the?Next?button to proceed.The Extra Information: Review window displays.The Current Emergency Contact information and the Proposed Emergency Contactinformation columns are displayed.Review the emergency contact updated details.The blue dot in the Phone Number field indicates the change you made.StepActionOnce you are done reviewing your changes, click the?Submit?button.A Confirmation message displays that your changes have been saved.Click the Home button.This topic covered:- Maintaining an emergency contactEnd of Procedure.View My InformationView Assignment InformationLearning Objective:? In this topic, you will learn how to?view salary and assignment details of your information.?Upon completion of this topic you will be able to: View your current and previous Cook County job assignmentsView your salary amount and salary bandView your Performance Review history?ProcedureThis topic will cover:- Viewing assignment informationEstimated time to complete this topic is: 1 minuteStepActionAfter logging on with your username and password, the Oracle Applications Home Page is displayed.In order to view your assignment information, click the?CCG Employee Self Service, Cook County BG?link.The list of tasks for the "CCG Employee Self Service, Cook County BG" responsibility is displayed.As a user, you are assigned Oracle Responsibilities.Clicking on a task icon opens a new window to perform steps to complete the task.The My Information function enables employees and contingent workers to view their employment, grade and other related details.Click the My Information link.The information page for the self service user who is logged in displays.A summary section is displayed at the top of the page.? A details section displays information under the Employment tab as well as the Salary tab.StepActionThe system view defaults to the Employment tab.? Your Assignment Number, Start Date and End Date, Job, Grade, Department, Location and Category display on the Employment tab.The first row displays current assignment information.? Subsequent rows display previous assignments.To see even more information about the assignment, click the?Details?button.Additional details regarding the assignment display underneath the current assignment.? This includes your manager, your position, and your hire date.To view details regarding your compensation, click the?Salary?tab.The salary information displays.? Salary information includes Change Date,?Proposal Reason, Annualized Salary, Grade, Salary Rate, Increase Amount and Next Review Date.To see more information about the salary, click the?Details?button.?Additional salary details display underneath the assignment row.Once you have finished reviewing the assignment information and details, return to the Oracle Home page.Click the Home button.This topic covered:- Viewing assignment informationEnd of Procedure.View and Print Online PayslipLearning Objective:? In this topic, you will learn how to?view and print?your online payslip.?The Online Payslip?function enables self-service users to view their electronic payslip for a selected pay period.?Upon completion of this topic you will be able to: View and print?your online payslipProcedureThis topic will cover:- Viewing and printing your online payslipEstimated time to complete this topic is: 1 minuteStepActionAfter logging on with your username and password, the Oracle Applications Home Page is displayed.In order to view and print your online payslip, click the?CCG Employee Self Service, Cook County BG?link.The list of tasks for the "CCG Employee Self Service, Cook County BG" responsibility is displayed.As a user, you are assigned Oracle Responsibilities.Clicking on a task icon opens a new window to perform steps to complete the task.StepActionClick the Payslip link.The Payslip page is displayed.Payslip information displays in the top section of the page.The actual payslip displays in the lower portion of the page.? More details from the payslip can be found by scrolling down to see additional pages.To see more of your payslip, click the?Scrollbar.To see the rest of your payslip, click the?Scrollbar.You can use the scrollbar or the Page Up key to go back to the top of the page.Press [Page Up].Press [Page Up].If you want to print a copy of your payslip, click the?Print?icon.A Print message window displays.Click the OK button.The printed payslip will be sent to your network printer.To return to the Home page, click the?Home?button.This topic covered:- Viewing and printing your online payslipEnd of Procedure.View / Update Tax InformationUpdate Federal Tax WithholdingLearning Objective:? In this topic, you will learn how to?update your Federal tax withholding information and view your new W4.?The?Tax Form function is a self-service feature that enables?users to enter and update additional tax information.? You use the Tax Form function to update federal and state tax details such as?filing status, allowances, and exemptions.?Upon completion of this topic you will be able to: Update your filing status.Update and enter additional amount withheld.ProcedureThis topic will cover:- Updating federal tax withholdingEstimated time to complete this topic is: 3 minutesStepActionAfter logging on with your username and password, the Oracle Applications Home Page is displayed.In order to update federal tax withholding, click the?CCG Employee Self Service, Cook County BG?link.The list of tasks for the "CCG Employee Self Service, Cook County BG" responsibility is displayed.As a user, you are assigned Oracle Responsibilities.Clicking on a task icon opens a new window to perform steps to complete the task.Click the Tax Form link.StepActionThe Tax Form window displays.The Tax Form Type defaults to "Federal".The Federal W-4 Details are displayed in the middle of the page.To update the Federal W-4 Details, click the?Update?button.The Update Tax Form window displays.You can update the following Federal W-4 Details: Filing Status; Allowances; Additional Amount Withheld.Note: You can click on the IRS Federal W-4 Form link to download worksheets to help with completing the form.In this example, click the?Married?option for Filing Status.Click in the Allowances field.Click the "x" in the Allowances field to delete the existing number.Enter the number of allowances into the?Allowances?field. In this example, enter?"2".Click in the Additional Amount Withheld field.Click the "x" in the Additional Amount Withheld field to delete the existing number.Enter the additional amount to be withheld into the?Additional Amount Withheld?field. In this example, enter?"50.00".If your last name is different from that on your social security card, you would check the box in the Last Name Different region.? In this example, leave it unchecked.In the Exempt from Withholding region, select the Exempt option, only if applicable.In this example, leave it unchecked.In the Agreement region, read the statement of declaration.Click the I Agree option.StepActionIf you are finished with the edits, click the?Continue?button.StepActionThe Tax Form Review window displays.Review the updated W-4 form in the Tax Information?region..You may have to scroll down to see the rest of the W-4 form.Click the?Scrollbar.Once you are done reviewing the W-4 form, scroll back up to the top of the page.Click the?Scrollbar.Once your review is complete, click the?Submit?button.StepActionA Confirmation message displays that your changes have been saved.Click the Return to Overview button.StepActionThe Tax Form window displays.The changes you made are displayed in the Federal W-4 Details section of the Tax Form region.To return to the Oracle Home page, click the?Home?button.StepActionThe Home page is displayed.Notice that there is a new notification in your Worklist.The Notifications icon in the title bar has changed from "0" to "1".Click the?Your Federal W4 submission has been received?link.StepActionThe Your Federal W4 submission has been received window displays.Once you are done reviewing this notification, click the?Return to Worklist?link to return to the notifications section in the Worklist on the Home page.Once you click on and review a notification, the Notifications icon changes.? In this example the number goes down by one.This topic covered:- Updating federal tax withholdingEnd of Procedure.Update State Tax WithholdingLearning Objective:? In this topic, you will learn how to?update?your State tax withholding information.?The?Tax Form function is a self-service feature that enables?users to enter and update additional tax information.? You use the Tax Form function to update federal and state tax details such as?filing status, allowances, and exemptions.?Upon completion of this topic you will be able to: Update your State tax withholding allowance.Update your State tax additional amount withheld.ProcedureThis topic will cover:- Updating state tax withholdingEstimated time to complete this topic is: 3 minutesStepActionAfter logging on with your username and password, the Oracle Applications Home Page is displayed.In order to update state tax withholding, click the?CCG Employee Self Service, Cook County BG?link.The list of tasks for the "CCG Employee Self Service, Cook County BG" responsibility is displayed.As a user, you are assigned Oracle Responsibilities.Clicking on a task icon opens a new window to perform steps to complete the task.Click the Tax Form link.StepActionThe Tax Form window displays.The Tax Form Type defaults to "Federal".Click the State option.The State Tax Form window displays.In the Tax Form Region,? you can update the items within the State W-4 section.Note: In the Additional Information section, you can click on the Illinois Withholding Form link to download worksheets to help with completing the form.Click the Update button.The Update Tax Form: State W-4 Form window displays.You can update the following W-4 Details: Allowances; Additional Amount Withheld.Click in the Allowances field.Click the "x" in the Allowances field to delete the existing number.Enter the number of allowances into the?Allowances?field. In this example, enter?"1".Click in the Additional Amount Withheld field.Click the "x" in the Additional Amount Withheld field to delete the existing number.Enter the additional amount to be withheld into the?Additional Amount Withheld?field. In this example, enter?"10.00".Reminder: In the Additional Information section, there is a link to download an Illinois Withholding Form.? This form may provide information that may be helpful in completing this form.In the Agreement section, read the "Statement of declaration."Click the I Agree option.If you are finished with the edits, click the?Continue?button.The Tax Form: Review window displays.Make note of the Information message at the top of the page. The allowances and additional amount withheld fields were not changed because you selected the Exempt from Withholding box on the previous page.Also, note the changes in the Proposed column of the Tax Information section.? Fields with a blue dot indicate that a change has been made.StepActionOnce you have finished reviewing the details, you can cancel this transaction, print this page, go back one page, or submit.In this example, click the?Submit?button.A Confirmation message displays that your changes have been saved.Click the Return to Overview button.StepActionThe Tax Form window displays.Note: Since there were no allowable changes to the State Allowances and Additional Amount Withheld fields, the window displays the latest changes you made in the Federal tax form.?To return to the Oracle Home page, click the?Home?button.StepActionThe Home page is displayed.Notice that there is a new notification in your Worklist.Click the Your Illinois State W4 submission has been forwarded to your HR/Payroll link.StepActionThe Your Illinois State W4 submission has been forwarded to your HR/Payroll representative window displays.Once you are done reviewing this page, click the?Return to Worklist?link to return to the Notifications on the Home page.Click the Return to Worklist link.Once you click on and review a notification, the Notifications icon changes.? In this example the number goes down by one.This topic covered:- Updating state tax withholding informationEnd of Procedure.Employee Direct DepositAdd a Direct DepositLearning Objective:? In this topic, you will learn how to?allocate your paycheck by creating payroll payment methods.?The Manage Payroll Payments?function enables self-service users to specify how they wish their salary to be paid by dividing their net pay into one or more payments. ?Each payment is of a particular type (cash, check, deposit) and has an associated amount and a priority. The payments are made in order of priority. Manage Payroll Payments always uses the lowest priority payment to pay any net pay remaining after all of the other payments have been made.???Upon completion of this topic you will be able to: Allocate your net pay by dollar amount or percentage.Create a savings account or checking account net pay deposit.ProcedureThis topic will cover:- Creating a direct depositEstimated time to complete this topic is: 3 minutesStepActionAfter logging on with your username and password, the Oracle Applications Home Page is displayed.In order to add a direct deposit, click the?CCG Employee Self Service, Cook County BG?link.The list of tasks for the "CCG Employee Self Service, Cook County BG" responsibility is displayed.As a user, you are assigned Oracle Responsibilities.Clicking on a task icon opens a new window to perform steps to complete the task.Click the Manage Payroll Payments link.The Manage Payroll Payments: Define Payments window displays.The Employee Payments region is where you specify how you want your paycheck to be distributed to bank accounts you specify.In this example, you have one direct deposit listed.Note: Changes to your electronic payment bank account payment methods can only happen after the payment date of the last pay period processed.? For example,? if the Payment Date is March 30, 2018, the changes to the Payment Methods would be available on March 31, 2018.StepActionIn the Employee Payments region, to add a new direct deposit payment, click the?Add Deposit Payment?button.Note: Only 5 (five) deposit accounts can be at any given time. The Add Deposit Payment window displays.As an employee, you can specify how you wish your salary to be paid by dividing your net pay into one or more direct deposit payments.? Each payment is of a particular type (deposit or check) and has an associated amount and a priority.? A typical use of this function occurs if you want to split your net pay so that an amount is paid into a savings or checking account and the rest is paid into the current account. The current account is the direct deposit account set up as the primary direct deposit account.? The Add Deposit Payment window includes fields for:- Payment Method - this field is prepopulated.- Currency - defaults to US Dollar- Amount Type - two choices: Percentage; Monetary??The amount type allows you to choose from a specific percent of your pay check or a specific dollar amount.- Amount? - the percentage or the actual dollar amount.- Account Name - the name of the account- Account Type -? Savings or CheckingAccount Number, Transit Code, Bank Name and Bank Branch are all directly related to the specific bank account you which to use for the new direct deposit payment.?All fields with an asterisk (*) are required.? Your work cannot be saved without those fields being entered.Click the Amount Type list.Click the Monetary list item.Click in the Amount field.Click the "x" in the Amount field to delete the existing number.Enter the deposit amount into the?Amount?field. In this example, enter?"25.00".Click in the Account Name field.Enter the account name into the?Account Name?field. In this example, enter?"Christmas Fund".Click the Account Type list.Click the Savings Account list item.Click in the Account Number field.Enter the account number into the?Account Number?field. In this example, enter?"165432166".Click in the Transit Code field.Enter the transit code into the?Transit Code?field. In this example, enter?"111000025".To move to the Bank Name field, press the?[Tab] key.Enter the bank name into the?Bank Name?field. In this example, enter?"BOA".To move to the Bank Branch field, press the?[Tab] key.Enter the branch bank into the?Bank Branch?field. In this example, enter?"Chicago".If you are finished with the edits to the required fields, click the?Apply?button.The Manage Payroll Payments: Define Payments window displays.Review the edits you entered for the new direct deposit payment.Note: The payments are made in order of priority.? The system always uses the lowest priority payment to pay any net pay remaining after all the other payments have been made. Payment method priority is determined by the latest payment method added.? From this page you can also update or delete a payment method.If you are satisfied with the edits you entered for the added direct deposit payment, click the?Continue?button.The Manage Payroll Payments: Review page is displayed.Displayed are the Proposed Payment Methods by priority level (1,2,):- Priority 1 will be the $25 deposit to Christmas Fund Savings- Priority 2 will be the remainder of the pay deposited into ??CheckingNote: the blue dots next to each field in the Proposed?column indicate that a change was made that affects that field.? Now that priorities have changed:- Priority 1 is new.? All fields would be affected.? - Original Priority 1 becomes Priority 2.StepActionOnce you are done reviewing the edits, click the?Submit?button.A Confirmation message displays that your changes have been applied.Click the Home button.This topic covered:- Creating a direct depositEnd of Procedure.Update a Direct DepositLearning Objective:? In this topic, you will learn how to?update?a previously defined net pay payment method.?The Manage Payroll Payments?function enables self-service users to specify how they wish their salary to be paid by dividing their net pay into one or more payments. ?Each payment is of a particular type (cash, check, deposit) and has an associated amount and a priority. The payments are made in order of priority. Manage Payroll Payments always uses the lowest priority payment to pay any net pay remaining after all of the other payments have been made.???Upon completion of this topic you will be able to: Update?your previously defined net pay allocationsUpdate your previously defined net pay allocation prioritiesProcedureThis topic will cover:- Updating a direct depositEstimated time to complete this topic is: 2 minutesStepActionAfter logging on with your username and password, the Oracle Applications Home Page is displayed.In order to update a direct deposit, click the?CCG Employee Self Service, Cook County BG?link.The list of tasks for the "CCG Employee Self Service, Cook County BG" responsibility is displayed.As a user, you are assigned Oracle Responsibilities.Clicking on a task icon opens a new window to perform steps to complete the task.Click the Manage Payroll Payments link.The Manage Payroll Payments: Define Payments window displays.The Employee Payments region is where you specify how you want your paycheck to be distributed to direct deposit bank accounts you specify.Note: Changes to your electronic payment bank account payment methods can only happen after the payment date of the last pay period processed.? For example,?if the Payment Date is March 30, 2018, the changes to the Payment Methods would be available on March 31, 2018.StepActionSelect the account that needs to be updated.In this example, select the Savings Account in the Priority 2 row.Click the Update button.The Update Deposit Payment window displays.Click in the Amount field.Click the?"x"?in the Amount field to delete the existing number.Enter the updated amount into the?Amount?field. In this example, enter?"50.00".The Amount field is updated.If you are finished with the edits to any required fields, click the?Apply?button.The changes you made are displayed.In addition to updating the direct deposit accounts, you can change the priority for your direct deposits.Click in the?Priority 1?field.Enter the new priority level into the?Priority 1?field. In this example, enter?"2".Change the Priority 2 field to Priority 1.Click in the?Priority 2?field.Enter the new priority level into the?Priority 2?field. In this example, enter?"1".You can sort the priorities.Click the Sort By Priority button.The priorities are now sorted based on the edits you made.If you are satisfied with the edits you entered for the direct deposits, click the?Continue?button.The Manage Payroll Payments: Review window displays.The Current and Proposed data fields are displayed.? Fields with a blue dot in the Proposed column indicate that a change has been made.StepActionIf you are ready to proceed, click the?Submit?button.A Confirmation message displays indicating your changes have been applied.Click the Home button.This topic covered:- Updating a direct depositEnd of Procedure.BenefitsAdd New Life Event - Dependent ElectionsLearning Objective:? In this topic, you will learn how to add a new life event and make elections through Employee Self Service.?Being able to make?benefits elections?is only available when you have a new life event occur or an open enrollment?period which allows you to then make beneifts elections.?You can change?make your own elections, add a dependent and then make their?enrollment elections, among other tasks.?Upon completion of this topic you will be able to: Add a new life event and make elections through Employee Self ServiceProcedureThis topic will cover:- Adding a life event and making benefits elections through employee self serviceEstimated time to complete this topic is: 5 minutesStepActionAfter logging on with your username and password, the Oracle Applications Home Page is displayed.In order to add a qualifying life event, click the?CCG Employee Self Service, Cook County BG?link.Click the Personal Information link.StepActionThe Personal Information window displays.Scroll down to the Dependents region.Click the?Scrollbar.Find the Dependents region on the left lower corner of the window.To add a dependent, click the?Add?button.StepActionThe Dependent: Create window displays.In the General Information region, enter required information for the dependent.? In this example, enter the First Name, Last Name, Relationship, and the Relationship Start Date.Click in the First Name field.Enter the dependent's first nameinto the?First Name?field. In this example, enter?"Jonathan".Click in the Last Name field.Enter the dependent's last name into the?Last Name?field. In this example, enter?"Rupert".Click the Relationship list.The Relationships list of values displays.Click the Child list item.Click the Relationship Start Date button.StepActionThe Calendar window displays.Click the March 2 link.StepActionOnce the General Information fields have been updated, move on to the Additional Dependent Information region.Note: If a dependent shares the same primary address, make sure the option in the Main Address region is checked. You can skip the phone number for this example.Click the Gender list.Click the Male list item.Scroll down to see the rest of the page.Click the?Scrollbar.Click in the Social Security field.Enter the dependent's social security number into the?Social Security?field. Although Social Security Number is not a required field in the system, it is necessary for insurance companies to administer benefits.In this example, enter?"392-65-9805".Click the Start Relationship Reason list.The Start Relationship Reason list of values displays.Click the Birth/Adoption list item.Click the Date of Birth button.StepActionA Calendar window displays.Click the March 2 link.StepActionEnsure all required fields are updated.? If all required fields in each region are entered, click the?Next?button to proceed with the update.StepActionThe Personal Information: Review window displays.In the Proposed column, review the data you entered.To complete the update, click the?Submit?button.A Confirmation message displays indicating your changes have been saved.Click the Return to Overview button.StepActionThe Personal Information window displays.To return to the Home page, click the?Back?button.StepActionTo make benefits elections for your dependent, click the?Benefits?link.StepActionThe Legal Disclaimer window displays.Read the disclaimer before accepting its terms.Click the?Accept?option.To proceed, click the?Next?button.StepActionThe Dependent Information window displays.If you want to check the new dependent's information to ensure a mistake was not made on any of the data you entered, you can correct it by selecting the Update button.In this example, click the?Update?button.StepActionClick in the First Name field.To change the first name, press the?[Delete] button.Enter the correct first name into the?First Name?field. In this example, enter?"John".Click the Apply button.StepActionThe dependent's first name is updated.Click the Next button.The Benefits Enrollment window displays.Your benefits are displayed in the Benefits Selections region.? Your current list of dependents are displayed in the Covered Dependents region.To add your newest dependent, click the?Update Benefits?button.StepActionThe Update Benefits: Update Enrollments window?displays.Verify or update the benefits elections of your choice.Scroll down to see more benefits.Click the?Scrollbar.Continue scrolling down to review all of the benefits.Click the?Scrollbar.It is possible that the coverage you have may be all you require.Pushing the Recalculate button would recalculate costs if you have made any changes.To proceed, click the?Next?button.StepActionThe Update Benefits: Cover Dependents window displays.For Medical Insurance, to cover the dependent, click the?Cover?option.For Dental Insurance, to cover the dependent, click the?Cover?option.Scroll down to see more options.Click the?Scrollbar.For Vision Insurance, to cover the dependent, click the?Cover?option.To proceed, click the?Next?button.StepActionThe Attachments window displays.This is where you would attach any required certification documents.In the Dependent Certifications region, the selections you made for your dependent are listed.Click the Select to show information button.Click the Select to show information button.Click the Select to show information button.For each benefit selection, the dependent's birth certificate is required.Scroll down to the Attachments region.Click the?Scrollbar.In the Attachments region, click the?Add Attachment?button.StepActionThe Add Attachment window displays.In the Attachment Summary Information region, click in the?Title?field.Enter the name of the attachment into the?Title?field. in this example, enter?"John Rupert Birth Certificate".In the Define Attachment region, click the?Browse?button.StepActionThe Choose File to Upload window displays.Click the Birth_Certificate1.gif list item.Click the Open button.StepActionClick the Apply button.StepActionA Confirmation message displays.Click the scrollbar.To ensure Risk Management receives the attachment, click the?Publish to Catalog?button.Click the Next button.StepActionRead the Warning message displayed at the top of the window.You can print this page for your record.Click the Printable Page button.StepActionA browser window opens to allow for printing this page.In this example, we will assume the document can be sent to a printer.Click the Close button.StepActionYou also can review, print and/or save the Confirmation Statement.In this example, do not open the Confirmation Statement.Click the Finish button.StepActionThe Benefits Enrollments window displays.Scroll down to ensure the dependent has been added to the benefits plans.Click the?Scrollbar.Click the scrollbar.Once you have completed your review, click the?Home?button.This topic covered:- Adding a life event and making benefits elections through employee self serviceEnd of Procedure.Add an AttachmentProcedureThis topic will cover:- Adding an attachment to a life event before making benefits elections through employee self serviceEstimated time to complete this topic is: 5 minutesStepActionThe Attachments window displays.This is where you would attach any required certification documents.In the Dependent Certifications region, the selections you made for your dependent are listed.Click the Select to show information button.Click the Select to show information button.Click the Select to show information button.For each benefit selection, the dependent's birth certificate is required.Scroll down to the Attachments region.Click the?Scrollbar.In the Attachments region, click the?Add Attachment?button.StepActionThe Add Attachment window displays.In the Attachment Summary Information region, click in the?Title?field.Enter the name of the attachment into the?Title?field. in this example, enter?"John Rupert Birth Certificate".In the Define Attachment region, click the?Browse?button.StepActionThe Choose File to Upload window displays.Click the Birth_Certificate1.gif list item.Click the Open button.StepActionClick the Apply button.StepActionA Confirmation message displays.Click the scrollbar.To ensure Risk Management receives the attachment, click the?Publish to Catalog?button.Click the Next button.StepActionRead the Warning message displayed at the top of the window.You can print this page for your record.Click the Printable Page button.StepActionA browser window opens to allow for printing this page.In this example, we will assume the document can be sent to a printer.Click the Close button.StepActionYou also can review, print and/or save the Confirmation Statement.In this example, do not open the Confirmation Statement.Click the Finish button.StepActionThe Benefits Enrollments window displays.Scroll down to ensure the dependent has been added to the benefits plans.Click the?Scrollbar.Click the scrollbar.Once you have completed your review, click the?Home?button.This topic covered:- Adding an attachment to a life event before making benefits elections through employee self serviceEnd of Procedure.New Hire - Benefits Elections through Self ServiceLearning Objective:? In this topic, you will learn how to make benefits elections through Employee Self Service.?You can use Employee Self Service to change?or make elections, add a dependent and then make their?enrollment elections.? ?Being able to make?benefits elections?is only available when you have a new life event (such as getting married, the birth of a child, or other qualifying life event).? When one of these events occurs or an open enrollment?period is available to you, only?then can you make benefits elections.??Upon completion of this topic you will be able to: Make benefits elections through Employee Self ServiceProcedureThis topic will cover:- How a New hire can make benefits elections through employee self serviceEstimated time to complete this topic is: 2 minutesStepActionAfter logging on with your username and password, the Oracle Applications Home Page displays.In this example, to make benefits elections, click the?CCG Employee Self Service, Cook County BG?link.The list of tasks for the "CCG Employee Self Service, Cook County"? responsibility displays.Note: The navigation path may vary based on the responsibility selected.Clicking on a task icon opens a new window to perform steps to complete the task.To perform benefits elections, click the?Benefits?link.StepActionThe Legal Disclaimer window displays.Read the disclaimer before accepting or declining its terms.In this example, click the?Accept?radio button to accept terms.To proceed, click the?Next?button.StepActionThe Dependent Information window displays.To make the benefit selection, click the?Next?button.The Benefits Enrollments window displays.In the Benefits Selections region, the list of available plan options is displayed.To make your selections, click the?Update Benefits?button.The Update Benefits: Update Enrollments window displays.For each type of benefit, make a selection appropriate for your situation.Certain selections require a Certification.StepActionUse the Medical Insurance region to select the appropriate medical plan of your choice.In this example, click the?Medical PPO Plan?option.Scroll down to see more options in the Dental Insurance region.Click the?Scrollbar.In the Dental Insurance region, select the dental plan of your choice.In this example, click the?Dental PPO Plan?option.In the Vision Insurance region, select the vision plan of your choice.In this example, click the?Vision Plan?option.In the Health Care FSA region, make a selection to enroll or not enroll.In this example, click the?Enrolled?option.In this example, accept the default value, "Not Enrolled" in the Dependent Care FSA region.Click the?Scrollbar?to see the rest of the benefits options.Review the coverage in the Life Insurance region.To proceed, click the?Next?button.StepActionThe Update Benefits: Cover Dependents window displays.If you were covering dependents, this is where you would review the coverage selected for your dependents.To proceed, click the?Next?button.StepActionThe Attachments window displays.Use the Attachments window to upload certifications for each dependent.To proceed, click the?Next?button.The Confirmation Statement window displays.A Confirmation message displays indicating that your elections have been saved.StepActionReview your elections in the Benefits Selections region.On this page, you can use the following buttons:- Back - to return to a previous page- Printable Page -? to print this page for your personal records- Confirmation Statement - to see the confirmation of your elections- Finish - to complete the election processIn this example, click the?Printable Page?button.StepActionA new web browser window displays.To view the entire window, click the?Expand?button.The full view of the printable Confirmation Statement window displays.To print the page, click the?OK?button.Once you are finished printing the Confirmation Statement, click the?Close?button.StepActionYou are returned to the Confirmation Statement window.Once you have completed your review, click the?Finish?button.StepActionThe Benefits Enrollments overview window displays.Note the updates of your choices in the Benefits Selections region.To complete this process, click the?Home?button.This topic covered:- Making benefits elections through employee self serviceEnd of Procedure. ................
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