How to submit eBenefits supporting documentation
Transcription
How to submit eBenefits supporting documentation
How to Submit Benefits Supporting Documentation via Employee Self Service Employee Self Service (ESS): Employee Self Service is an online module within PeopleSoft where employees have access to view and update their personal information, and submit supporting documentation for Benefits changes. Supporting Documentation is required for any Benefits changes involving dependents. TABLE OF CONTENTS PAGES 2-4: LOGGING INTO EMPLOYEE SELF SERVICE PAGES 5-9: SUBMITTING SUPPORTING DOCUMENTATION FOR BENEFITS CHANGES PAGES 10-13: USING THE SCANNER AT THE ESS WORKSTATION PAGE 15: APPENDIX HRSS/HHC Corporate Benefits Page 1 of 14 RETURN TO TABLE OF CONTENTS How to Submit Benefits Supporting Documentation via Employee Self Service Logging into Employee Self Service – PeopleSoft After successfully logging into the Workstation, the Internet Explorer browser displays with the Employee Self Service (ESS) Website opened on one tab, and the GroupWise e-mail system opened on another tab. 1. Click on the Employee Self Service blue and white computer icon on the top right corner, as shown below. 2. The sign-in page for PeopleSoft displays. Enter your User ID and Password in the correct fields, as shown below. HRSS/HHC Corporate Benefits Page 2 of 14 RETURN TO TABLE OF CONTENTS How to Submit Benefits Supporting Documentation via Employee Self Service Logging into Employee Self Service – PeopleSoft Cont. NOTE: Your User name/User ID can be found on your paystubs. If you do not have a Password, or do not remember your Password, please call the Enterprise Service Desk at 1-877-934-8442, or email the ESD at EnterpriseServiceDesk@nychhc.org with the Subject: ESS to get one. 3. After entering your log-in information, click the Sign In button, or press Enter on the keyboard as shown below, to continue. HRSS/HHC Corporate Benefits Page 3 of 14 RETURN TO TABLE OF CONTENTS How to Submit Benefits Supporting Documentation via Employee Self Service Logging into Employee Self Service – PeopleSoft Cont. 4. If this is your first time logging into PeopleSoft, you will be asked to Authenticate your identity using the last four digits of your Social Security Number. Enter the last four digits of your Social Security Number in the correct field and click Submit to continue. Due to the sensitive nature of the information available, this is required for all employees. If you failed to authenticate or cannot log in, please call the Help Desk at 1-877-9348442. 5. After successfully authenticating and logging into PeopleSoft, your Home page displays as shown below. HRSS/HHC Corporate Benefits Page 4 of 14 RETURN TO TABLE OF CONTENTS How to Submit Benefits Supporting Documentation via Employee Self Service Submitting Supporting Documentation for Benefits Changes Please note: Whenever adding or modifying a dependent it is required to submit necessary supporting documentation to HRSS/HHC Corporate Benefits. 1. Click on the following link: Main Menu>Self Service> Benefits>Benefits Support Documentation There are three different forms to choose from for Supporting Documentation: 1. Buy Out Waiver Form 2. Domestic Partner Form 3. Dependent Documentation Form 2. Once you select the appropriate form you will see the following page. Select the tab to Add a New Value. HRSS/HHC Corporate Benefits Page 5 of 14 RETURN TO TABLE OF CONTENTS How to Submit Benefits Supporting Documentation via Employee Self Service Submitting Supporting Documentation for Benefits Changes Cont. 3. This will take you to the Form tab. Answer the question on this page and add any additional information in the More Information box. Click the Save button. A Seq Nbr will be generated, then proceed to the Instructions tab. 4. The Instructions tab will explain which supporting documents are acceptable. Please read and follow the instructions carefully. HRSS/HHC Corporate Benefits Page 6 of 14 RETURN TO TABLE OF CONTENTS How to Submit Benefits Supporting Documentation via Employee Self Service Submitting Supporting Documentation for Benefits Changes Cont. 5. After you have read the instructions, select the Attachments tab. Click the Open links to view and/or print the different blank forms. Complete these form(s) with the appropriate information, if applicable. Then scan any supporting documents and attach the electronic documents by clicking the Attach button. You can add additional attachments by selecting the (+) button and delete them by selecting the (–) button. For instructions and details on how to use the scanner and upload documentation, please refer to the Using the Scanner at the ESS Workstation section. 6. The File Attachment pop up appears. Click the Choose File button to search for your document. HRSS/HHC Corporate Benefits Page 7 of 14 RETURN TO TABLE OF CONTENTS How to Submit Benefits Supporting Documentation via Employee Self Service Submitting Supporting Documentation for Benefits Changes Cont. 7. After finding your document, click the Upload pushbutton to upload your document. [Click the Cancel pushbutton to cancel]. 8. After you have attached all files, go back to the Form tab. Click the Submit button at the bottom for your Form to be sent to HRSS/HHC Corporate Benefits for review. HRSS/HHC Corporate Benefits Page 8 of 14 RETURN TO TABLE OF CONTENTS How to Submit Benefits Supporting Documentation via Employee Self Service Submitting Supporting Documentation for Benefits Changes Cont. 9. The following screen will appear that shows the status as Pending. Click the OK button at the bottom. Your documentation will now be reviewed by HRSS/HHC Corporate Benefits. You will receive an email notifying you of any updates to the status of your supporting documentation. HRSS/HHC Corporate Benefits Page 9 of 14 RETURN TO TABLE OF CONTENTS How to Submit Benefits Supporting Documentation via Employee Self Service Using the Scanner at the ESS Workstation Requirement: the scanner looks like the one below. 1. Click on the Windows Fax and Scan icon found on the Desktop as shown below. You may have to minimize your Internet browser window(s) to view the Desktop. HRSS/HHC Corporate Benefits Page 10 of 14 RETURN TO TABLE OF CONTENTS How to Submit Benefits Supporting Documentation via Employee Self Service Using the Scanner at the ESS Workstation Cont. 2. The Windows Fax and Scan screen will open up. Click on New Scan as shown below. 3. The New Scan screen options display with the default settings. HRSS/HHC Corporate Benefits Page 11 of 14 RETURN TO TABLE OF CONTENTS How to Submit Benefits Supporting Documentation via Employee Self Service Using the Scanner at the ESS Workstation Cont. 4. Select Documents from the Profile dropdown menu. 5. Select either Flatbed or Feeder from the Source dropdown menu depending on where you placed the document you want scanned. See the Appendix at the end of this guide for more information. 6. Select Letter 8.5 x 11 inches from the Paper size dropdown menu. 7. After all options have been set, click on the Scan button to scan the document. 8. After the scanning is complete, the scanned document will appear in the viewing pane of the Windows Fax and Scan screen. Click on Save as. HRSS/HHC Corporate Benefits Page 12 of 14 RETURN TO TABLE OF CONTENTS How to Submit Benefits Supporting Documentation via Employee Self Service Using the Scanner at the ESS Workstation Cont. 9. The Save As dialog box appears. Type in a name for the scanned document in the File name field as shown below. After entering a file name, click Save. 10. The scanned documents are located in the Scanned Documents folder via Library > My Documents > Scanned Documents. HRSS/HHC Corporate Benefits Page 13 of 14 RETURN TO TABLE OF CONTENTS How to Submit Benefits Supporting Documentation via Employee Self Service Appendix A. The top of the scanner contains the Feeder. Put the document(s) here. B. Opening the top portion of the scanner exposes the Flatbed. Put documents such as a Social Security card on the Flatbed for scanning. HRSS/HHC Corporate Benefits Page 14 of 14 RETURN TO TABLE OF CONTENTS