alio Employee Portal User s Guide

Transcription

1 alio Employee Portal User s Guide Version 3.6 July 2008 Contents Login Page...1 Home Tab...4 My Current Information...5 System Messages...5 Settings...6 Directory...7 Employer Forms...8 Payroll Tab...9 Pay Check Calendar...9 Salary Compensation...11 View W-2s...12 Leaves Tab...14 Leave Balances...14 Leave Details...15 Education Tab...16 Certificates Tab...17 Active Certificates...17 Expired Certificates...17 All Certificates...18 Benefits & Deductions Tab...19 Active Deductions...19 All Deductions...19 Active Benefits...20 All Benefits...20

2 Released July 2008 This document applies to Version 3.6 of the alio Employee Portal. The data used to illustrate the reports and screen images may include names of individuals, companies, brands, and products. All of these data and names are fictitious; any similarities to actual data and names are coincidental. alio is a trademark of Weidenhammer Systems Corporation. Oracle is a registered trademark of Oracle Corporation. Copyright 2008 Weidenhammer Systems Corporation. Printed in the U.S.A. All rights reserved. No part of this document may be reproduced in any form or by any means without permission in writing from Weidenhammer Systems Corporation.

3 Login Page Enter your user name and password and then click the Sign In button to log in. If your credentials are invalid, you will be presented with the following error message: If you forgot your login information, click the Forgot your password? link. On the Forgot Your Password? page, enter your registered address or user name in the space provided and click the Reset Password button. You will be ed a link to reset your password. The reset password link is active for 48 hours. After 48 hours the link is disabled and you will need to resubmit the Forgot Your Password page again. alio Employee Portal User s Guide Version 3.6 1

4 If an invalid user name or address is entered, you the following error message displays: Click the Cancel button to return to the Login page. If you do not have an Employee Portal account, click the Create an account link. Use this form to create a new account to gain access to Employee Portal. alio Employee Portal User s Guide Version 3.6 2

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6 Home Tab The Home tab provides employees with links to configure settings, view the Employee Directory, and view employer information. alio Employee Portal User s Guide Version 3.6 4

7 My Current Information The My Current Information section displays your current contact information on file with Human Resources. My Business Card The My Business Card section displays your current work contact information on file with Human Resources. My Personal Card The My Personal Card section displays your current home and emergency contact information on file with Human Resources. System Messages The System Messages section displays important messages from Administration. alio Employee Portal User s Guide Version 3.6 5

8 Settings The Settings page provides employees with links where account preferences can be configured. In order to view options for each section, click the corresponding link to expand it. Your Address Your Address section provides employees with a form to modify their address. Your User Name and Password Your User Name and Password section provides employees with forms to modify their User Name and Password information. Your Personal Information Settings Your Personal Information Settings section provides employees with the option to include their home contact information in the Employee Directory. By default home information is not displayed. Your Calendar Settings Your Calendar Settings section provides employees with the option to select the starting and ending month for the calendar displayed on the Pay Check Calendar and Leave Balances pages. alio Employee Portal User s Guide Version 3.6 6

9 Directory The Directory page shows employee contact information on file with Human Resources. You can use the Search option at the top of the page to find active employee information; or select the appropriate tab on the left side of the screen that corresponds to the employee s last name. alio Employee Portal User s Guide Version 3.6 7

10 Employer Forms The Employer Forms page is where employees can download files uploaded by Administration. alio Employee Portal User s Guide Version 3.6 8

11 Payroll Tab The Payroll tab provides employees with information about past payroll periods. Pay Check Calendar The Pay Check Calendar page displays all past pays that the employee received with the pay dates highlighted. Click a Pay Day to open a Pay Check/Advice Detail page. alio Employee Portal User s Guide Version 3.6 9

12 Pay Check/Advice Detail The Pay Check/Advice Detail page provides employees with check detail information. alio Employee Portal User s Guide Version

13 Salary Compensation The Salary Compensation page displays an employee s salary information for every year that the employee has been with the organization. Select a year from the Work Calendar Year drop-down on the right. This will display the contract for that year. alio Employee Portal User s Guide Version

14 Click Print to print this information. View W-2s The View W-2s page provides employees with a list of W2 forms for past tax years. alio Employee Portal User s Guide Version

15 Click the appropriate link to view a PDF of the W2 for the selected tax year. alio Employee Portal User s Guide Version

16 Leaves Tab The Leaves tab provides employees with information about any leaves that have been taken. Leave Balances The Leave Balances page displays a list of leaves taken and the remaining balance. It also shows a calendar where any leaves taken are indicated with a highlighted color. Click a highlighted day to show the leave detail for that day. alio Employee Portal User s Guide Version

17 Leave Details The Leave Details page provides employees with detailed information about each leave taken and accrued. alio Employee Portal User s Guide Version

18 Education Tab The Education tab displays employee education information on file with Human Resources. alio Employee Portal User s Guide Version

19 Certificates Tab The Certificates tab displays certificate information for employees on file with Human Resources. Active Certificates The Active Certificates page displays any current certificates on file with Human Resources. Expired Certificates The Expired Certificates page displays information on certificates that have expired. alio Employee Portal User s Guide Version

20 All Certificates The All Certificates page displays all certificates on file (active and expired) with Human Resources. Click a Certificate No. link to open the Endorsements page. Endorsements The Endorsements page displays any endorsements associated with a certificate. alio Employee Portal User s Guide Version

21 Benefits & Deductions Tab The Benefits & Deductions tab provides employees with detailed information about benefits received and payroll deductions. Active Deductions The Active Deductions page provides employees with a list of current payroll deductions. All Deductions The All Deductions page provides employees with a list of current and past payroll deductions. alio Employee Portal User s Guide Version

22 Active Benefits The Active Benefits page provides employees with a list of current benefits received. All Benefits The All Benefits page provides employees with a list of current and past benefits received. alio Employee Portal User s Guide Version