UltiPro Tasks and Processes



Employee

This table lists the processes and associated tasks that are available to an Employee.

• Manage my benefits information

• Manage my career and education information

• Manage my career development

• Manage my company information

• Manage my documents

• Manage my job information

• Manage my life events

• Manage my pay information

• Manage my performance review information

• Manage my personal information

• Manage my training information

• Personalize my main navigation bar

• Personalize my view of home page content gadgets

• Reset my Passwords

• Search UltiPro for People or Pages

• View System Alerts

|Process |Task |Navigation |

|Manage my benefits information|View my benefits |Myself > Benefits > Current |

| |View my beneficiaries and dependents |Myself > Benefits > Beneficiaries/Dependents |

| |View my investments |Myself > Benefits > Investments |

| |View my paid time off |Myself > Benefits > PTO Plans |

| |Add/delete a PTO/vacation request |Myself > Benefits > PTO Requests |

| |View COBRA status |Myself > Benefits > COBRA |

| |View benefit links |Myself > Benefits > Links |

| |Select a session description |Myself > Open Enrollment |

|Manage my career and education|View/Add/Change/Delete my goals |Myself > Career & Education > Goals |

|information | | |

| |View my recommended goals |Myself > Career & Education > Goals |

| |Add/Change goal weighting |Myself > Career & Education > Goals |

| |Add/Change my goal journal entries |Myself > Career & Education > Goals |

| |View/Add/Change goal progress |Myself > Career & Education > Goals > Goal Progress |

| |View my employee observations |Myself > Career & Education > Talent Profile > Employee |

| | |Observations |

| |View my Yammer praises |Myself > Career & Education > Talent Profile > Employee |

| | |Observations |

| |View my competencies |Myself > Career & Education > Competencies |

| |Add/Change my competency journal entries |Myself > Career & Education > Competencies |

| |View my Talent Profile |Myself > Career & Education > Talent Profile |

| |View/Add/Change a license |Myself > Career & Education > Licenses |

| |View/Add/Change a skills |Myself > Career & Education > Skills |

| |View/Add/Change a test |Myself > Career & Education > Tests |

| |View/Add/Change a previous job |Myself > Career & Education > Previous Employment |

| |View/Add/Change an award |Myself > Career & Education > Awards |

| |View/Add/Change education information |Myself > Career & Education > Education |

| |View/Add/Change/Delete my relocation |Myself > Career & Education > Relocation Preferences |

| |preferences | |

| |View skills and competencies associated with a |Myself > Career & Education > Competencies |

| |development opportunity | |

|Manage my career development |View my available and required career |Myself > Career Development > Available |

| |opportunities | |

| |Participate in career opportunities |Myself > Career Development > Available |

| |View my current career opportunities |Myself > Career Development > Current |

| |Withdraw from my current career opportunities |Myself > Career Development > Current |

| |Complete my current career opportunities |Myself > Career Development > Current |

| |View my completed career opportunities |Myself > Career Development > Completed |

|Manage my company information |View my company's training schedule |My Company > Training Schedule |

| |View my company's electronic forms |My Company > Electronic Forms |

| |View my company's employee directory |My Company > Employee Directory |

| |View my company's open jobs |My Company > Job Openings |

|Manage my documents |View my documents |Myself > Documents |

|Manage my job information |View my job information |Myself > Jobs > Summary |

| |View my compensation information |Myself > Jobs > Compensation |

| |View my variable pay information |Myself > Jobs > Variable Pay |

| |View my job history |Myself > Jobs > Job History |

| |View my review history |Myself > Jobs > Reviews |

| |View my other company information |Myself > Jobs > Other |

|Manage my life events |Enroll in a benefit plans |Myself > Life Events |

| |Add/change/delete a dependent |Myself > Life Events |

| |Change my marital status |Myself > Life Events |

|Manage my pay information |View my current pay statement |Myself > Pay > Current |

| |View my pay history |Myself > Pay > Pay History |

| |View my year to date information |Myself > Pay > YTD Summary |

| |View my year to date information from the prior|Myself > Pay > YTD Summary |

| |year | |

| |View/Add/Delete my direct deposit information |Myself > Pay > Direct Deposit |

| |Change pay statement preference |Myself > Pay > Direct Deposit |

| |View/Change my Form W-4 withholding information|Myself > Pay > Federal W-4 |

| |View my state and local withholding information|Myself > Pay > W-4/W-5 |

| |Change employee consent to Form W-2 file |Myself > Pay > W-2 |

|Manage my performance review |Complete my performance review |Requests > Inbox |

|information | | |

| |View my employee observations |Requests > Inbox |

| |View my Yammer praises |Requests > Inbox > Review Summary > Employee |

| | |Observations |

|Manage my personal information|View my personal information |Myself > Personal > Summary |

| |Add a telephone number |Myself > Personal > Summary |

| |Change my name > address > or telephone number |Myself > Personal > Summary |

| |View my employee status |Myself > Personal > Status/Key Dates |

| |View/Add contact(s) |Myself > Personal > Contacts |

| |View my property |Myself > Personal > Property |

| |View/Change my EEO/I-9 information |Myself > Personal > EEO/I-9 |

| |View my other personal information |Myself > Personal > Private Info |

|Manage my training information|View/Change my class history |Myself > Training > Class History |

| |View my required training |Myself > Training > Required Training |

| |View my current enrollments |Myself > Training > Current Enrollments |

|Personalize my main navigation|Change the positions of my main navigation bar |Top navigation > User Name Link > Edit the Navigation |

|bar |buttons |Menu > drag and drop buttons as desired |

| |Revert to the default main navigation bar |Top navigation > User Name Link > Edit the Navigation |

| |button postions |Menu > Use the Defaults |

| |Hide/Unhide the Quick Find field |Top navigation > User Name Link > Edit the Navigation |

| | |Menu > Show the Quick Find checkbox |

|Personalize my view of home |Change the positions of content page gadgets |Home page > drag and drop gadgets |

|page content gadgets | | |

|Reset my Passwords |Reset password (before logging into UltiPro) |Login page > Forgot Your Password > Verify user name |

| |Reset password (after logging into UltiPro) |Top navigation > User Name link > Change Password |

| |Define my password reset options |Top navigation > User Name Link > Preferences > Password|

| | |> Password Reset Delivery Method(s) |

|Search UltiPro for People or |Find and go to Employee Directory for specific |Find People or Page > start typing name > select |

|Pages |person |Employee Directory link from results list |

| |Find and go to page in UltiPro |Find People or Page > start typing name > select page |

| | |link from results list |

|View System Alerts |View a list of system alerts |Top navigation > System Alerts |

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