PASS_training_presentation

Welcome to P.A.S.S.
People Advantage Self Service
March 1, 2007
What is P.A.S.S.
• P.A.S.S. or People Advantage Self Service is UHD’s system for
employees to manage their personal information online.
• P.A.S.S. employees to access their personal information, including
→ home address and telephone number
→ marital status
→ benefits information
→ income tax withholding
→ pay history
→ direct deposit account information
Advantages of using P.A.S.S.
• Access to personal information 24/7 from any computer with
internet access
• Change address, withholding allowances and direct deposit
information in real time
• View and print pay history
• View benefits information
• Request change in name, marital status, and educational level online
• Request W-2 tax forms on-line
• Print W-2 forms
Major Features of P.A.S.S.
• Employees are given a unique ID and password for accessing the
system thus ensuring the security of private data from unauthorized
viewers.
• Passwords remain active for up to three years after termination or
retirement.
• Using a web browser, employees actually log into PeopleSoft to
view the information held in the system about them and make
changes where applicable.
• Any changes that do not update the employee’s record immediately
and require approval go into a worklist to the authorized ESO staff
member pending the submission of required support documents.
• P.A.S.S. includes a link to ERS for making address changes in their
systems.
Changes that don’t require support documentation:
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Home address
Home telephone
E-mail address
Emergency Contacts
Direct Deposit
W-4 tax information
Other capabilities not requiring prior authorization:
• Accessing/printing pay history
• Accessing/printing earnings statements
Accessing/printing W-2 forms
(Reminder – Beginning January 1, 2006, The UH
System will require employees to print their own W-2
forms.
• Accessing/printing benefits summaries
• Accessing sick and vacation leave balances
Changes that require support documentation:
• Marital Status
→marriage certificate
→divorce decree
• Name
→marriage certificate
→divorce decree
→name change affidavit
plus a copy of new Social Security Card
Things to Remember
Operator ID
→ Empl ID
→ Example: 0085962
→ Empl ID found on earnings statement (paycheck stub)
• Password
The first time select “Forgot your password?” and follow
instructions.
Passwords that you create must be at least ten (10) characters and
include at least one (1) digit.
To Access P.A.S.S.
From Faculty & Staff e-services select
ESO Services/PASS
HRMS PeopleSoft 8.9 Portal
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The PeopleSoft 8.9/PASS Portal
is the login point for all P.A.S.S.
and PS HR Users.
The User ID is your Employee ID
number or Empl ID found on
time sheets.
The first time you will enter the
ID and click “Forgot Your
Password?”
Follow the instructions to have a
new password e-mailed to you.
P.A.S.S. Home Page
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The P.A.S.S. home page
includes a link for online
instructions for the new
user.
The drop down menu lists
all of the various options
that are available to the
user.
Select the option you want
by clicking it.
Personal Information Offers
Several Options
The Personal Information Page contains links to several pieces of data
found in PeopleSoft. Included on the personal pages is address, phone
numbers, e-maill address, and emergency contacts.
To view and update data, click the link for the data you wish to see.
Emergency Contacts
•
All employees should make
sure that at least one
emergency contact is listed.
•
Use the Edit and Delete keys
to change an existing contact.
•
Use the Add an Emergency
Contact key to add a person.
Benefits
•
You can view benefits
enrollment but cannot make
any changes.
•
All changes must be done
through the ESO Department.
•
The Benefits Page contains a
link to the Employees
Retirement System (ERS), the
administrators of the group
insurance plans
Payroll Information
At the Payroll information
page an employee can:
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View past and present
paychecks.
Add or change direct
deposit.
Change W-4 withholding
allowance information.
Print annual W-2 Tax Form.
Compensation History
•
Compensation History when
selected will first give a list of all
job records that includes the
most recent title and department
of employment
•
To look at details of a specific job
record select it by clicking the
title link.
Compensation History Continued
•
The compensation history page
for a specific job record includes
the title, department, status of
the job, effective date, annual
salary amount, and pay
frequency.
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This page is useful in getting a
print out of earnings from a
specific job.
W-2 Print
The W-2 Print allows you to
print any W-2 that has been
issued since 2001.
You may also request a prior
year by clicking the link
shown for requesting a year
prior to 2001.
Employees who choose to
print their W-2 through PASS
should complete the
Electronic W-2 Consent
Agreement each year.
ESO Contacts for P.A.S.S. Assistance
• General Questions and Assistance with P.A.S.S.
Betty Powell, Asst. VP Employee Services, Ext. 8072
Lorenzo Morales, ESO Technician, Ext. 8933 (for technical
assistance)
• Personal, Payroll, and Tax Information
Changes requiring ESO Authorization
Stormy Castleberry, Payroll Supervisor, Ext. 8073