HR Pyramid: Using Manager Self-Service Module for Web Portal

Transcription

1 HR Pyramid: Using Manager Self-Service Module for Web Portal Log-in to the Web Portal You will receive a username and password from Total HR. Please go to the following link to access the Manager/Administrator site: Enter your Username and Password that has been assigned to you by Total HR. The main menu options appear in the left frame of the web page as tabs and are not visible until you have successfully logged on. You can click on each option to expand the menu.

2 Change your Password Your password may be changed in the Administration Menu under the Password Change tab. You will need to enter your Old Password, then create a New Password. When all strong password requirements are met the input box background will turn green. Please note there are certain requirements for your password that are listed below. The new password field cannot be empty Passwords must be at least 8 characters in length Passwords must not contain the username Passwords must contain at least 1 upper case letter and at least 1 lower case letter Passwords must contain at least 1 number Forgot Your Password If you forget your password please request a Password Reset through Click on the Lost your password? Link on this page.

3 You will be prompted to enter your username. Press Continue and you will receive an with a temporary password. You will need to login again with this information, and then will be prompted to create a new password. Payroll Reports Payroll Reports are under the Self Service Reports Menu. Click on Payroll Reports Tab to view report options. Report Name: Select the report you would like to run. Payroll Register Reports are available here and can be sorted by Department, Location, or Name. Output Type: Select the format of the report (PDF, spreadsheet) from the drop-down list

4 Batch Number: Select a Payroll Batch Number (Pay Date) from the drop-down list Click You may have to wait a few moments for the report to generate Click on the Report Title to open the report in the output type selected Click OK in a pop-up window and the report appears or you will be asked if you want to open or save the report Additional Reports and Invoices Additional Reports that can be run will be available under the Self Service Reports Menu. Click on Report Library Tab to view completed reports. Invoices can also be found in this tab. The report s title is a link and once clicked, you will be able to download the report or invoice as a PDF. View Employee Information Employee information is under the Employee Inquiries menu. Click on Employee Inquiries and choose employee information that you wish to view. Here is a brief description of what is available under the sub-menus. Employee Overview: To review the employee s general information, such as a few personal details, their residential address, and employment data. You are not able to change any of the information shown on the page. Payroll Summary: To view payroll information about an employee Benefits Summary: To view employee benefit coverage and contribution information, if applicable Paid Time Off: To view the types of absences (vacation, personal days, and so on) and amount (in hours) for which an employee has been paid, as well as the amount remaining for each, if applicable 401K Summary: To review information about an employee s retirement plan, if applicable Flex Spending: To inquire about an employee s flexible spending account or health savings account, if applicable Check Stub: To view an employee s check stub Direct Deposit: To review direct deposit information for a particular employee, if applicable

5 W-2 Reprint: Allows you to select, view or print previously submitted W-2 forms. Please note this feature will not be available until the 2015 W-2s are processed in W-2s for 2014 and prior will need to be accessed through our prior system Summit at: Certified Pay: Can be used to automatically create a U.S. Department of Labor Form WH-347 in PDF format OSHA Reports: Can be used to automatically create various types of OSHA Reports in PDF format Additional Help If you have difficulty accessing the new portal or for assistance with your new account please contact the HR Help Desk at HRhelp@totalhrmgmt.com or call , option 4.