Getting Help - UltiPro Training - CORE



35427837979321Getting Help –- 1-888-513-1875HR: Jill Smerkers or Kemi FadareyPayroll: Chama SaissiTech Support: Rory Smith, or file a case in Salesforce00Getting Help –- 1-888-513-1875HR: Jill Smerkers or Kemi FadareyPayroll: Chama SaissiTech Support: Rory Smith, or file a case in Salesforce07542884How To: Approve Paid Time Off (PTO) RequestsFrom the “My Team” menu up top, click the ‘Time Management’ link; after the pop-up window opens, select ‘Scheduler’ from the Time Management menu.Under Scheduler, ‘Requests’ opens by default: click the ‘Detail’ tab to see specific requests.On the far right column under Status, click the “Pending” link to adjust status, then click the Save button 0How To: Approve Paid Time Off (PTO) RequestsFrom the “My Team” menu up top, click the ‘Time Management’ link; after the pop-up window opens, select ‘Scheduler’ from the Time Management menu.Under Scheduler, ‘Requests’ opens by default: click the ‘Detail’ tab to see specific requests.On the far right column under Status, click the “Pending” link to adjust status, then click the Save button 35433005943600How To: Request Paid Time Off (PTO)From the “Myself” menu up top, click the ‘Time Management’ link; after the pop-up window opens, select ‘Scheduler’ from the Time Management menu.Fill in the Request Description, Type, and Date fields; Notes are optional.Click the Populate button When finished, click the Save button near the top-right corner. 00How To: Request Paid Time Off (PTO)From the “Myself” menu up top, click the ‘Time Management’ link; after the pop-up window opens, select ‘Scheduler’ from the Time Management menu.Fill in the Request Description, Type, and Date fields; Notes are optional.Click the Populate button When finished, click the Save button near the top-right corner. 35433003771900How To: Edit a Dependent, Beneficiary, or ContactFrom the “Myself” menu up top, click the ‘Contacts’ link.Click the link on the name for the contact you want to edit.On the contact record page, click the Edit button From the Add/Change Contact screen, edit fields as needed or click the Delete button to remove the contact entirelyWhen finished, click the Save button 00How To: Edit a Dependent, Beneficiary, or ContactFrom the “Myself” menu up top, click the ‘Contacts’ link.Click the link on the name for the contact you want to edit.On the contact record page, click the Edit button From the Add/Change Contact screen, edit fields as needed or click the Delete button to remove the contact entirelyWhen finished, click the Save button 3543300457200How To: Add a Dependent, Beneficiary, or ContactFrom the “Myself” menu up top, click the ‘Contacts’ link. To add a dependent, beneficiary, or contact, click the Add button on the right-hand plete the fields as needed; fields with a red dot are required, such as First and Last name.Under the ‘Designation’ section, use the dropdown to select the relationship and the checkboxes to select the type of contact (dependent, beneficiary, or emergency contact). Note: identifying this contact as a dependent or beneficiary only makes them eligible for consideration during a Life Event enrollment, it does not automatically add them to benefit plans. When done adding details, click the Save button to finish adding the contact to your record.00How To: Add a Dependent, Beneficiary, or ContactFrom the “Myself” menu up top, click the ‘Contacts’ link. To add a dependent, beneficiary, or contact, click the Add button on the right-hand plete the fields as needed; fields with a red dot are required, such as First and Last name.Under the ‘Designation’ section, use the dropdown to select the relationship and the checkboxes to select the type of contact (dependent, beneficiary, or emergency contact). Note: identifying this contact as a dependent or beneficiary only makes them eligible for consideration during a Life Event enrollment, it does not automatically add them to benefit plans. When done adding details, click the Save button to finish adding the contact to your record.04572000How To: Approve Your Staff’s TimesheetsFrom the “My Team” menu up top, click the ‘Time Management’ link; a pop-up window will open.The ‘Summary’ tab opens by default and displays all your direct reports and their hours for the current pay period.Use the Status dropdown menu on the right to change the status for each employee Alternately, if all timesheets look correct, you can use the Approve this Page button to approve all open timesheets on that page.00How To: Approve Your Staff’s TimesheetsFrom the “My Team” menu up top, click the ‘Time Management’ link; a pop-up window will open.The ‘Summary’ tab opens by default and displays all your direct reports and their hours for the current pay period.Use the Status dropdown menu on the right to change the status for each employee Alternately, if all timesheets look correct, you can use the Approve this Page button to approve all open timesheets on that page.01600200How To: Add/Approve Your Own TimesheetFrom the “Myself” menu up top, click the ‘Time Management’ link; a pop-up window will open.For salaried/stipend staff, review the pre-populated hours to ensure they’re correct.For hourly staff, add the hours for each day worked, using the “Pay Code” dropdown menu to code your time as needed.Use the Add button on the far right-hand side to insert a new row if you need to use a different pay code; e.g. for vacation, Respite, or “Not Worked Hours” for part-timers.Click the Save button to save your timesheet.Click the Submit button to send the timesheet to your manager for approval. Timesheets are not finished until submitted to your manager.00How To: Add/Approve Your Own TimesheetFrom the “Myself” menu up top, click the ‘Time Management’ link; a pop-up window will open.For salaried/stipend staff, review the pre-populated hours to ensure they’re correct.For hourly staff, add the hours for each day worked, using the “Pay Code” dropdown menu to code your time as needed.Use the Add button on the far right-hand side to insert a new row if you need to use a different pay code; e.g. for vacation, Respite, or “Not Worked Hours” for part-timers.Click the Save button to save your timesheet.Click the Submit button to send the timesheet to your manager for approval. Timesheets are not finished until submitted to your manager.0457200System Requirements & Access OverviewModern web browser, e.g. Chrome or Firefox; no other special software/plug-ins are neededMust be connected to the internet (wireless or wired)Pop-up blockers turned off, or add exception for UltiPro00System Requirements & Access OverviewModern web browser, e.g. Chrome or Firefox; no other special software/plug-ins are neededMust be connected to the internet (wireless or wired)Pop-up blockers turned off, or add exception for UltiPro12471400UltiPro Cheatsheet for Citizen Schools00UltiPro Cheatsheet for Citizen Schools0000 ................
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