ESS Lifeworks Procedures Manual Army NAF 5.0 Conversion
Transcription
ESS Lifeworks Procedures Manual Army NAF 5.0 Conversion
ESS Lifeworks Procedures Manual Army NAF 5.0 Conversion Last Updated: August 3, 2011 Copyright © SBC Systems Company, Inc. Table of Contents 1 Sign In ....................................................................................................................................................... 3 1.1 Forgot your Password ................................................................................................................... 3 1.2 Home ............................................................................................................................................... 5 1.2.1 Change Password ..................................................................................................................... 6 1.2.2 Update Preferred Email Address............................................................................................. 7 1.2.3 View My Benefits ....................................................................................................................... 7 1.2.4 View My Retirement .................................................................................................................. 8 1.2.5 View My Personal Info ............................................................................................................ 12 1.3 Helpful Links .................................................................................................................................. 13 1.3.1 Sign Off...................................................................................................................................... 13 1.3.2 Contact the Employee Benefit Branch ............................................................................... 14 1.3.3 Contact Your Personnel Office ............................................................................................. 14 1.3.4 Benefit Summary ..................................................................................................................... 14 1.3.5 Helpful Websites ...................................................................................................................... 14 IMPORTANT NOTICE All SBC Systems Company, Inc. (SBC Systems) publications contain proprietary confidential information of SBC Systems, and possession and use of such proprietary confidential information is subject to restrictions set forth by SBC Systems as described in the applicable non-disclosure agreements and/or license agreements with SBC Systems. Any use of this publication and related materials beyond the terms of said agreements is prohibited, and SBC reserves all rights in this publication and related materials. Benefits Workstation is the trademark of SBC Systems Company, Inc. All other product names referenced herein are the trademarks or service marks of their respective companies. Page 2 © SBC Systems Company, Inc. 2011 MSS Lifeworks Procedures Manual Army 1 Sign In The login URL for NAF Employee Benefits Online (ESS) is - https://client.sbcsystems.com/ARMYess/ The initial page you open will be the Sign In page. Enter your user ID and password and select “Sign In” or enter. The ESS initial User ID will be the employee SSN (no dashes). A SSN of 123-456789 should be entered as 123456789. The ESS initial Password will be the employee birth date formatted as mmddyyyy (no dashes or hyphens). A birth date of January 1, 1970 should be entered as 01011970. You will be required to change both your User ID and Password upon first log in using 10 characters with at least 1 alpha and 1 numeric. 1.1 Forgot your Password Selecting the “Forgot your password” link will display a screen to enter your username and birth date. Matching the selected criteria will search for your email address stored in the system and email a password with instructions. Page 3 © SBC Systems Company, Inc. 2011 MSS Lifeworks Procedures Manual Army Page 4 © SBC Systems Company, Inc. 2011 MSS Lifeworks Procedures Manual Army You will receive an e-mail with instructions and a link to return to the site. 1.2 Home Once you’ve signed in, you are taken to the NAF Employee Benefits Online “Home” screen, which gives you a summary of all personal data and benefits. Page 5 © SBC Systems Company, Inc. 2011 MSS Lifeworks Procedures Manual Army 1.2.1 Change Password Under the Welcome you will see a link to Change Password. Selecting the link will display the screen below. You will receive a message for a successful password change. Page 6 © SBC Systems Company, Inc. 2011 MSS Lifeworks Procedures Manual Army 1.2.2 Update Preferred Email Address A preferred email must be entered in the event you would like to receive a new password at a later date without contacting your employee benefits branch. 1.2.3 View My Benefits You can select the “go to benefits” in the Benefits column. Page 7 © SBC Systems Company, Inc. 2011 MSS Lifeworks Procedures Manual Army Each different section within Your Benefits is accessible by simply clicking on the title bar of it as shown below. Clicking on the Health bar opens up the Health Benefits screen. 1.2.4 View My Retirement You can select “go to retirement” in the Retirement column. Page 8 © SBC Systems Company, Inc. 2011 MSS Lifeworks Procedures Manual Army On the Retirement screen there is a button called Estimate Benefits which will bring you to the following screen: Both the Cancel and Show Estimate buttons only work when you click the words and not the rest of the button. After entering values into the fields shown above, click on the Show Estimate button and you will be shown this screen: Page 9 © SBC Systems Company, Inc. 2011 MSS Lifeworks Procedures Manual Army There are three tabs under the Retirement graph, and clicking on each one brings you to the information within that section. The three tabs are: 1. Monthly Benefit 2. Lump Sum (display for Army will always be Not Applicable) 3. Final Salary The Monthly Benefit tab is shown below. Page 10 © SBC Systems Company, Inc. 2011 MSS Lifeworks Procedures Manual Army Click on the Lump Sum tab and you will see the following screen: Lastly, clicking on the Final Salary tab will bring you to the following screen: Page 11 © SBC Systems Company, Inc. 2011 MSS Lifeworks Procedures Manual Army 1.2.5 View My Personal Info You can select the “go to personal info” in the Personal Info column. That will bring you to the following screen: Clicking on the Title bar for Test Baby (Child) will open the window to display any dependents Page 12 © SBC Systems Company, Inc. 2011 MSS Lifeworks Procedures Manual Army 1.3 Helpful Links 1.3.1 Sign Off Selecting the sign off link with end your session with NAF Employee Benefits Online Page 13 © SBC Systems Company, Inc. 2011 MSS Lifeworks Procedures Manual Army 1.3.2 Contact the Employee Benefit Branch Selecting the “Contact the Employee Benefit Branch” will allow for an e-mail with questions to go to: 1.3.3 Contact Your Personnel Office Select the “Contact Your Personnel Office” will allow for an e-mail with questions to go to the servicing HROChief that links to the participant’s installation. 1.3.4 Benefit Summary Select the link Benefit Summary to view all benefits 1.3.5 Helpful Websites Select the link to additional benefits information by selecting any of the related websites below. Page 14 © SBC Systems Company, Inc. 2011 MSS Lifeworks Procedures Manual Army Page 15 © SBC Systems Company, Inc. 2011 MSS Lifeworks Procedures Manual Army