CGI Advantage ESS User Guide Release 3 - Baltimore County

CGI Advantage? ESS

User Guide Release 3.10

CGI Advantage? ESS User Guide

This document contains information proprietary to CGI Technologies and Solutions Inc. Unauthorized reproduction or disclosure of this information in whole or in part is prohibited. The CGI Advantage? Financial suite of products (CGI Advantage? Financial, CGI Advantage? Procurement, CGI Advantage? Fixed Assets, CGI Advantage? Inventory, and CGI Advantage? Treasury Accounting), CGI Advantage? HRM, CGI Advantage? MSS, and CGI Advantage? ESS are trademarks of CGI Technologies and Solutions Inc. Due to the nature of this material, numerous hardware and software products are mentioned by name. In most, if not all, cases, the companies that manufacture the products claim these product names as trademarks. It is not our intention to claim these names or trademarks as our own. Copyright ? 2017,2019 CGI Technologies and Solutions Inc. All Rights Reserved. 3.10 Release CGI Technologies and Solutions Inc. Proprietary and Confidential Page 2

CGI Advantage? ESS User Guide

Table of Contents

CGI Advantage Employee Self Service ........................................................................................................ 9 What is ESS?............................................................................................................................................ 9

ESS Overview Tab ...................................................................................................................................... 10 Home Tab.................................................................................................................................................... 26

Welcome! ................................................................................................................................................ 26 Welcome - Main Links ........................................................................................................................ 28 View Profile Information ................................................................................................................. 28 Update Emergency Contacts ......................................................................................................... 31 Reset Password/Set Password Hints ............................................................................................ 33 Update Address ............................................................................................................................. 36 Process Name Change .................................................................................................................. 38 View Licenses and Certifications ................................................................................................... 39 Welcome - Quick Links....................................................................................................................... 39 Welcome - Notifications...................................................................................................................... 39 Welcome - Multimedia ........................................................................................................................ 40 My Work ............................................................................................................................................. 40 In Progress ..................................................................................................................................... 40 Completed ...................................................................................................................................... 40 Forms and Websites........................................................................................................................... 41 Forms and Websites Information ................................................................................................... 42 Favorites ............................................................................................................................................. 42 Add Modify Favorites ..................................................................................................................... 43

Time and Leave Tab ................................................................................................................................... 44 Time Information ..................................................................................................................................... 44

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CGI Advantage? ESS User Guide

Leave Requests and Usage ............................................................................................................... 44 Create Leave Request ................................................................................................................... 44 Partial Day Leave Request ............................................................................................................ 46 View Leave Balance....................................................................................................................... 46 Enroll in Leave Bank ...................................................................................................................... 48 Modify Leave Bank......................................................................................................................... 49 Donate Leave ................................................................................................................................. 50 Submitted, Approved, and Rejected Leave Requests ................................................................... 50

Attendance Card................................................................................................................................. 51 View Attendance Card ................................................................................................................... 51 Multiple Leave Types On One day................................................................................................. 52

Leave Balance Alerts ......................................................................................................................... 53 Overtime Requests............................................................................................................................. 53

Create Overtime Request .............................................................................................................. 53 Submitted, Approved, and Rejected Overtime Requests .............................................................. 54 Timesheets ............................................................................................................................................. 56 Timesheets ......................................................................................................................................... 56 My Jobs .......................................................................................................................................... 56 Create New Timesheet .................................................................................................................. 57 Copy Previous Timesheet .............................................................................................................. 61 View/Modify In Progress Timesheets............................................................................................. 61 Work Schedule........................................................................................................................................ 62 Work Schedule and Upcoming Leave ................................................................................................ 62 Work Schedule Calendar - Leave/Work Check Boxes .................................................................. 62 Work Schedule Calendar - Holidays/Work Days/Off Days ............................................................ 62

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CGI Advantage? ESS User Guide Work Schedule - Approved/Pending/Routing Pending Leave and Holidays ................................. 63 Work Schedule Calendar Baseball Card View .............................................................................. 64 Work Schedule Calendar Navigation ............................................................................................. 64 Work Schedule Calendar - Multiple Leave Requests on the Same Day ....................................... 64 Work Schedule Calendar - Multiple Leave Types in One Request ............................................... 65 Compensation Tab ...................................................................................................................................... 66 Issued Checks/Advices ...................................................................................................................... 66 Tax Information................................................................................................................................... 67 Request a Duplicate Copy of a Tax Form...................................................................................... 67 Create Federal W-4........................................................................................................................ 68

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CGI Advantage? ESS User Guide

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CGI Advantage? ESS User Guide

x Withholdings/Allowances ............................................................................................................ 69 Pay and Deduction Summary............................................................................................................. 71

Deduction Summary....................................................................................................................... 71 Tax Levies and Garnishments............................................................................................................ 72 Direct Deposit ..................................................................................................................................... 73

Set up Direct Deposit ..................................................................................................................... 73 Electronic W-2 .................................................................................................................................... 78 Paycheck Calculator........................................................................................................................... 79

Start New Paycheck Calculation .................................................................................................... 79 View Previous Paycheck Calculation............................................................................................. 80 Delete Previous Paycheck Calculation .......................................................................................... 85 Benefits Tab ................................................................................................................................................ 86 Information .............................................................................................................................................. 86 Enrollments......................................................................................................................................... 86 Dependents ........................................................................................................................................ 88 Dependent Benefits ............................................................................................................................ 88 Employee Benefits and Deductions ................................................................................................... 89 Beneficiaries ....................................................................................................................................... 90 Create Beneficiary.......................................................................................................................... 90 Paycheck Calculator........................................................................................................................... 93 Start New Paycheck Calculation .................................................................................................... 93 View Previous Paycheck Calculation............................................................................................. 94 Delete Previous Paycheck Calculation .......................................................................................... 99 Benefits Enrollment Wizard Tab ........................................................................................................... 100 Benefits Enrollment Wizard .............................................................................................................. 100

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CGI Advantage? ESS User Guide

Benefits Enrollment Wizard - Benefits Enrollment Pages............................................................ 100 Benefits Enrollment Wizard - Life Insurance Benefits Enrollment ............................................... 109 Benefits Enrollment Wizard - Adding/Modifying Beneficiaries ..................................................... 112 Benefits Enrollment Wizard - Personal Deductions Enrollment................................................... 113 Benefits Enrollment Wizard - Reviewing and Submitting............................................................. 117 Performance Tab ...................................................................................................................................... 122 Evaluations ........................................................................................................................................... 122 Current Evaluations .......................................................................................................................... 122 Current Evaluations Wizard ......................................................................................................... 122 Past Evaluations............................................................................................................................... 126 Past Evaluations Wizard .............................................................................................................. 126 Current Self Evaluations................................................................................................................... 129 Self Evaluation Wizard ................................................................................................................. 129 Past Self Evaluations........................................................................................................................ 132 Past Self Evaluation Wizard......................................................................................................... 132 Expectations ......................................................................................................................................... 134 Current Expectations ........................................................................................................................ 134 Viewing Expectation Details......................................................................................................... 135 Past Expectations............................................................................................................................. 135 Viewing Expectation Details......................................................................................................... 136 Workers' Comp Tab .................................................................................................................................. 137 Claims............................................................................................................................................... 137 Create Claim ................................................................................................................................ 137 Open Claims, Closed Claims, and Rejected Claims tabs............................................................ 139

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