Employee Self Service ESS Manager Self Service MSS

Employee Self Service (ESS) Manager Self Service (MSS) 1

What can you access? AYSO Current • • Personal Data Benefits Earning statement Direct Deposit • (Only 1 bank) • Retirement and Savings 2

UCPath Employee Self Service Portal (ESS) UCPath gives employees greater access to view and update their own personal information, such as home and mailing address, direct deposit and benefits enrollment. 3

UCPath Employee Self Service Portal (ESS) • Employee information appears in the upper left corner, including name, title, employee ID and service date. • Dashboard provides links to key information and activities. The dashboard is based on each individual’s system role and differs for managers and super users. The example represents an employee dashboard. • Notice & Updates provide key information for all employees, such as W-2 reminders or planned system outages. 4

UCPath Employee Self Service Portal (ESS) Navigation menu provides access to all UCPath activities. The menu options are based on an individual’s system role and may differ from options available to colleagues. • Employee Actions provides access to all self-service activities, such as updating address, emergency contacts or setting up direct deposit. • Forms Library provides access to frequently used documents • Quicklinks provides access to frequently used tools and sites, such as the payroll calendar, holiday schedule, websites and more. 5

UCPath Portal Employee Self Service Employee Actions: Personal Information • Update: • • • Name Address- Home, mail and email Phone Numbers Emergency Contact Disclosure Forms- Union notification Current Profile – Education and Qualifications • Review • Patent Acknowledgement and Amendment • Ethnic Groups, Personal Information Summary 6

Employee Self Service Information to Update 7

UCPath Portal Employee Self Service Employee Actions: Payroll • • Review Leave/Accrual Balances Update (Add/Delete) Direct Deposit Review Paystub Update Federal or State Tax Withholding (W-4) Claim Tax Exemption Enroll in Online W-2, Review W-2 Request W-2 Reissue 8

UCPath Portal Employee Self Service Employee Actions: Benefits • Enroll in Benefits • Enter Life Events • • Adoption Birth Marriage Divorce • Benefits changes for AD&D, Disability or Life • View Benefits Summary • View Dependent Summary 9

Benefits Summary 10

UCPath Portal Employee Self Service • • Submit Inquiry on behalf of employee Monitor Inquiry Reopen Inquiry 11

Manager Self Service (MSS) • The person who is designated as the Supervisor/Manager in the system – ‘Reports To’ • Access to view information for anyone who reports to them and anyone who reports to that person as well. 12

UCPath Manager Self Service (MSS) 13

Information on all Reports To Employees 14

Employee Information Available 15

Reports To Additional Information 16

View Employee Absence Balances 17

Employee Compensation History 18

Current Team Profiles Can be edited by the Manager 19

Summary Benefits from Employee Self Service • Information in one location • View or update personal employment information anytime using mobile device or computer • Recording a life event • Changing Direct Deposit – up to three separate bank accounts • Sabbatical information Benefits from Manager Self Service • View and manage employee’s vacation • Quick access to compensation and other employment information for those who report to you 20