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Employee Self Service Guide

Access to employee self service allows employees to manage personal information like addresses and phone numbers, view and manage payroll information such as direct deposit accounts and tax withholdings, and access benefits details. The document provides step-by-step instructions on how to log into the employee self service system using your employee ID and password, then navigate between sections to view and update various personal, payroll, and benefits records and information.

Uploaded by

John Hamilton
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
62 views15 pages

Employee Self Service Guide

Access to employee self service allows employees to manage personal information like addresses and phone numbers, view and manage payroll information such as direct deposit accounts and tax withholdings, and access benefits details. The document provides step-by-step instructions on how to log into the employee self service system using your employee ID and password, then navigate between sections to view and update various personal, payroll, and benefits records and information.

Uploaded by

John Hamilton
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 15

Employee Self Service Instructions

Through Employee Self Service you will have access to:


Personal Information
Home Address

You can change your street, city,


state and zip-code.

Mailing Address

You can change your street, city,


state and zip-code.

Telephone Numbers

You can change your home


number, Caremark business
number or add your cell phone,
FAX or pager number.

Emergency Contacts

You can change or add emergency


contact information.

View Paycheck

You can view your most current


paycheck and previous checks
created by our current payroll
system.

Direct Deposit

You can view your direct deposit


accounts, change the amount of
money going to each account,
delete an existing account or add a
new account.

W-4 Tax Information

You can change your marital


status, the number of allowances
you claim or specify an additional
amount to be withheld from each
check.

Compensation History

You can view salary adjustments


on file in your work history.

Employee summary

You can view your benefit plans,


coverage, provider information and
a link to the providers website.

Dependent/Beneficiary
Summary

You can display the personal


information for each
dependent/beneficiary.

Dependent/Beneficiary
Coverage

You can display the coverage for


each dependent/beneficiary and
their personal information.

Benefits Enrollment

During Open Enrollment you are


able to make your benefit choices
for the upcoming year.

Payroll and Compensation

Benefits

Access to employee self service means taking ownership of your home address
changes, telephone number changes (including your Caremark telephone number),
emergency contact information, direct deposit and Federal W-4 withholding.

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Employee Self Service Instructions


Before you can use employee self service you must log in to PeopleSoft. Begin by
following 1 of the 2 procedures below.

#1 From workstation or kiosk:

#2 From home: (hr.Caremark.com)

When you click on the Self Service menu


item you will be linked to Caremarks
Employee Self Service page.
(Scroll Down)

(Scroll Down)

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Employee Self Service Instructions

When you click on Continue to Self Service


you will be taken to the PeopleSoft log in
screen.

To log in to PeopleSoft go to the User ID line and type a capital E followed by your 6
digit Caremark employee number, press Tab to move to the Password line, your
password will be a capital P followed by the last 4 digits of your Social Security number.
Press Enter.
When you have successfully logged in you will see a menu in the upper left hand corner
of the screen.

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Employee Self Service Instructions

The last item on the menu gives you ability to change your password whenever you feel
you need to, it is recommended that you change it frequently.
Clicking on the Change My Password menu item displays the Change Password
screen.

Type in your current password followed by your new password in both the New
to save.
Password line and the Confirm Password line then, click on
Above the Change My Password menu item is the Employee Self Service menu item,
clicking this menu item will reveal additional menu items: Personal Information,
Payroll and Compensation, and Benefits.

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Employee Self Service Instructions

Each one of these menu items has selections that allow you to view or update your
personal information. To view these additional menu items click on one of the three
items, for example Personal Information.

Selecting the menu item, Personal Information Home presents you with a description
of your options and a link to each one.

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Employee Self Service Instructions

Clicking on Personal Information Summary displays your personal information.

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Employee Self Service Instructions

To change your address click on the

button.

To actually make changes click on the

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button.

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Employee Self Service Instructions

Correct your current address or type in a new one and then click

Please note that your street address and apartment number, if you have one, must fit in
Address 1:, any information in address lines 2 through 4 will be ignored.
You will follow the same procedure when you update telephone numbers, emergency
contacts, etc
Clicking on the Payroll and Compensation menu item takes you to the money side of
self service.

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Employee Self Service Instructions


Selecting the menu item, Payroll and Compensation Home presents you with a
description of your options and a link to each one.

In the View Paycheck section you can view your current or past paychecks however,
as you view your paycheck you will notice the following differences between your paper
paycheck / advice and the self service version:

FICA wages are not displayed.


Taxes are separate from your deductions.
Taxes and deductions are subtotaled separately.
Before tax and after tax deductions are listed separately.
The amount Caremark pays for each of your benefits is listed
including the taxable portion of your company paid life insurance.

Clicking on Direct Deposit gives you access to your direct deposit information.

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Employee Self Service Instructions

To change the amount deposited into a specific account click on the


next to the account to be changed.
For example, clicking the
takes you to the following screen:

button

button for the first savings account in the list above

To change the amount from $20 to $30 delete 20.00 from the Amount/Percent box and
replace it with 30.00, then click

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to save your changes.

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Employee Self Service Instructions

To add a new direct deposit account click on the

button.

Choose either Checking or Savings for the Account Type then decide if the amount to
be deposited will be expressed as either a dollar amount or a percent of your pay for the
Deposit Type. Next, in the Amount/Percent box put in the dollars or the percent of
pay
For example, if you want to deposit 30% or your pay into a new a checking account your
screen will look like the one below.

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Employee Self Service Instructions

The next step is to fill in the bank routing number and your account number. If you are
unsure which number from your check goes into which box click on the link View check
example to see a sample check.

To close out of this screen click on either the


or the
button. After
putting in the routing number and account number your screen should look similar to
this:

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Employee Self Service Instructions

The next box, Deposit Order is very important it determines the order of your deposits,
to see an explanation click on the link Deposit Order Example.

To close out of this screen click on either the

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or the

button.

1/24/2006

Employee Self Service Instructions


When the Deposit Order has been specified the screen should be similar to the one
below.

Click the
button to save your new direct deposit account information. As you
can see from the example below a new account now appears in the list of direct deposit
accounts.

Looking at the our example you will see that $20 will be deducted from Warrens pay
and sent to his first savings account, then $100 will be deducted from his pay and sent
to his second savings account. Next, 30% of Warrens remaining pay will be sent to his
first checking account and finally, whatever is left of his pay will be sent to his second
checking account.
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Employee Self Service Instructions


If you want to remove an account from your direct deposit record click the
button to the right of the account you are removing. If you accidentally delete one of
your accounts contact your local HR Coordinator to restore the information for you.
Whether you add, edit or delete direct deposit account information, PeopleSoft keeps a
record of every change you make so nothing is gone forever.

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