Digital Intelligence Systems Consultant Setup
Contents
1. Time amp Labor 2 0 Manage Time Sheet 2 1 Ente Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step 10 Step 11 Step 12 Step 13 Step 14 Step 15 Step 16 Step 17 Step 18 Step 19 Step 20 Step 21 Step 22 Step 23 Step 24 Step 25 Step 26 r Time Online DESCRIPTION Login as Employee and navigate to Main Menu gt Self Service gt Time Reporting gt Report Time gt Timesheet Click in the Mon 5 07 field Enter the desired information number of hours into the Mon 5 07 field Enter a valid value e g 8 Click in the Tue 5 08 field Enter the desired information into the Tue 5 08 field Enter a valid value e g Click in the Wed 5 09 field Enter the desired information into the Wed 5 09 field Enter a valid value e g Click in the Thu 5 10 field Enter the desired information into the Thu 5 10 field Enter a valid value e g 8 Click in the Fri 5 11 field Enter the desired information into the Fri 5 11 field Enter a valid value e g Next select a time reporting code TRC for the hours entered Click the Time Reporting Code TRC list Select the TRC as Regular REGW2 billable from the drop down list Click the Add a new row button To report overtime PTO or leave without pay hours Click in the Fri 5 11 field Enter the desired information into the Fri 5 11 field Enter a valid value e g 4 Click the Time Reporting Code list se2. Business Unit PC Project ID Activity ID in the timesheet page Step 4 Please choose the Business Unit PC Project ID and Activity ID that is assigned in the drop down menu Step 5 For uploading the document kindly click the attachment view page and enter the desired information and upload the document Step 6 Click the Submit button Click the OK button Step 8 You have successfully reported time using a timesheet Data contained on this sheet is proprietary to 22 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OiIsys One World One Partner Innovative Experienced Global 2 3 Enter Time Online for Rejected Denied Timesheet W2 1099 Step DESCRIPTION Step 1 You will receive a notification when your timesheet is rejected denied Below are the steps to check the system and correct your hours Step 2 Login as Employee and navigate to Main Menu gt Self Service gt Time Reporting gt Report Time gt Timesheet Step 3 Click either the Previous Week or Next Week link to make sure you re in the cor rect time period Step 4 Click on the gt next to Reported Time Status for the drop down to appear This will tell you which time is approved or denied Home Worldist Multichannel Console Add to Favorites Favorites Main Menu Self Service a Time Reporting gt Report Time gt Timesheet New Window Help Timesheet ae Employee ID e Job Title Account Executi
3. Payroll and Compensation gt PayCard Information Step 2 Fill in PayCard Information and click save F avortes Man Menu gt Employee Self Service Payrol and Compensation gt Paycard Information Pay Card Information Pe Pay Card No Pay Card Routing No Pay Card Account No Data contained on this sheet is proprietary to 13 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OiIsYys One World One Partner Innovative Experienced Global 1 9 Signed l 9 form DESCRIPTION Login as Employee and navigate to Main Menu gt Self Service gt Personal Infor mation gt Complete and Submit l 9 Form Begin by select the selecting the information the Citizenship and Employment Authorization Select the following details A citizen of the United States A noncitizen national of the United States A lawful Permanent Resident An alien authorized to work Next you want to select is Minor and Special Placement Details from the follow ing options if applicable e Special Placement Employee unable to present a List A or List B document e Minor unable to present a List A or List B document e Prepared and or translated by a person other than the Employee Favorites Main Menu gt Sef Service gt Personal Information gt Complete and Submit IL 9 Form l 9 Form Employee Information and Verification Ea Social Security Mir DIS YS Date of Birth i You must complete the Employment Eligibility V
4. Change Marital Status To Favorites Main Menu gt Self Service gt Personal Information gt Marital Status Marital Status Change a Fill in the following information and select submit button This form must be completed within 21 days of your mariage date or you will not be eligible to change your benefil elections for this family status change event Date Change Will Take Effect 03 15 2012 H Current Marital Status Single Change Morital Status To Married 0 Step 4 Click on Submit This initiates a marital status change transaction ORACLE Favorites Main Menu gt Self Service Personal Information Marital Status Re quest Marital Status Change submit Confirmation i The Submitwas successful Data contained on this sheet is proprietary to 28 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OiIsYys One World One Partner DESCRIPTION Innovative Experienced Global An email is triggered to the employee for information and another email to the HR administrator to approve the marital status change 4 ro arital Status Rajini Super star Your request was submitter y Ignore K Q SE E Meeting A3 Move to i To Manager 4 g Rules c a amp FIM 4 Team E mail gf Done iN OneNote Ll nk Delete Reply Forward PN ce Mark Categoriz amp Junk All B More ie Reply amp Delete nay Create New F leq Actions Unread mi
5. Contacts Contact Name Relations hip to Em ployee Primary Contact Edit De le te Add Emergency Contact Data contained on this sheet is proprietary to 7 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OiIsYys One World One Partner Innovative Experienced Global Use the Emergency Contact Detail page to enter the name telephone and address information for your emergency contact Step 5 To change the address please click the edit address button lf the phone number is the same as yours select the Contact has the same telephone number as the employee check box If not you enter the phone number in the Telephone field in the Phone section Click in the Telephone field Enter the desired information into the Telephone field Enter a valid value e g 6467023535 Step 8 Click the Save button Feworttes Main Menu gt Sel Semice gt Personal Infonmation gt Emergency Contacts Eemeraecncy Contact Detail ee Aire amd Te be phone Relationship to Employee Parent A Contact has the same address as the erm p hoye e Address Type Home Contact has the same tele phhome number as the employee Address CaO iy United States Address 234 Lake Drive M MIicLean WA 221041 Tele phone 646 702 3535 Other Telephone Num bers Emergency Contacts Phone Type Phone Mum bier De be te i AAA Phone Munn ber Step 8 Use the Save Confirmation page to
6. Delete Respond Quick Steps x Move Tags From HCM9 1517 disys com To i Parvathy Periyakaruppan Cc Subject Submitted Marital Status Rajini Super star Your request was submitted _ Qi in LL nh Lian i ihn nh i lt n ia ae m I I I I I Your request was successfully submitted This request requires administrator action to be saved to the database Transaction Name Marital Status Employee Name Se Emplid 000000030 DESCRIPTION A confirmation email is sent to the employee indicating the requested marital status change i gt Ignore xX QQ eS gt Junk Delete Reply Reply Forward All Ea Meeting IM B More La Move to ES Team E mail i Reply amp Delete To Manager y Done iz Create New 7 Quick Steps pP Rules iN OneNote Move Actions Delete Mlowe Respond From HCM9 1517 disys com To E Parvathy Periyakaruppan Ce Subject Informational Marital Status Rajini Super star Ce Approved m Your request was approved Approve Name SE Transaction Name Marital Status Employee Name MEEME Emplid 000000030 Data contained on this sheet is proprietary to 29 DISYS and shall not be distributed nformational Marital Status Rajini Super star Approw iis Le Le Lee ee ee oe ee SC essage Plain Text f e ag Yv dip 4 Finc h Rela Mark ae Follow nanstte i Unread 7 Up Ly Sele Tags F Editing DISYS Consultant PeopleSoft Manu
7. Mote You may be required to send proof of the name change to Human Resources New Name Change As OF as 4 2012 EJ example 12 31 2000 Edit Name Submit Required Field Data contained on this sheet is proprietary to 24 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OiIsYys One World One Partner Innovative Experienced Global Step 5 Make the necessary name change ORACLE Favorites Main Menu gt Self Service gt Personal Information gt Name Change Edit Name English Name Format OK Cancel Step 6 Add Attachment if required ORACLE File Attachment Data contained on this sheet is proprietary to 25 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OiIsYys One World One Partner Innovative Experienced Global Step 7 Click on Submit to initiate the transaction ORACLE Favorites Main Menu gt Self Service gt Personal Information gt Name Change Name Change R f Enter your new name and select Submit Note You may be required to send proof of the name change to Human Resources Current Name ese New Name Change As Of 03716 2012 4 example 12 31 2000 Name Format _Edit Name Name Step 8 Transaction has been submitted ORACLE Favorites Main Menu Self Service gt Personal Information gt Name Change Name Change C This information was submit
8. One Partner Innovative Experienced Global 1 4 Dental Waiver Form lf you ve waived our dental coverage please follow the steps below to complete the Dental Waiver Form DESCRIPTION Login as Employee and navigate to Main Menu gt Self Service gt New Hire Forms gt Dental Waiver Form ae Xa a i Favorites Main Menu Self Service gt New Hire Forms gt Dental Waiver Form Dental Waiver Form Employee ID x Name p Generate Fornm Step 2 Click the Generate form to generate the form online Please print sign and send to designated Consultant Liaison You have successfully generated Dental Waiver Form Waiver of Group Dental Benefits amp Notice of Special Enrollment Rights EMPLOYER Digital Intelligence Systems Corp Please complete the following Employee Name Tt Last First My For the plan year effective f i lam waiving cowerage for L Myself L Spouse L Dependent lam warring coverage due to L My preference mot to have coverage L Coverage under my spouse s domestic partner s plan name of carier L Other coverage name of camer Special Enrolhbment Notice and Certification Please review and sign below T you wish fo warre coverage By signing below certify that have been given the opportunity to apply for coverage for myself and my eligible dependents if any understand that if I am declining enrollment for myself or my eligible dependents including my spous
9. Sermice Wested Percent Less than 3 Oe 3 1005 Y ears of service are based on your date of hire Your 401 k account will be available to you when you leave the company for example if you change jobs or retire Distributions will be made for the year im which wou left employment Whew mill I receive my 20102 benefit T More aad i ces hopin ee eee ae a Summary Flan Is more information about the plan available g provisions of your plan s legal document will govern your HE Deparament Qaestions om the plan highlight amd or investment options 8270 Greensboro Drive Contact MirlLean VA 22102 Fhone 703 752 7000 Email brides com Tunderstand that I am kbigible for enrolment on January 1 or July 1 depending on my date of hire_ Resources will comtact you before open enrollment regarding the open enrollment procedure At that ime you can etther enroll of waive your enrollment Please sigo and date below and return to HE at the above address Fuky 28 2012 Date D inteligence Systems Corporation DIS YS Corporate Headquarters 2270 Greensboro Drive Suite 1000 McLean WA 22102 Phone Os TS2 7 00 Tol Free Phone 677 5038 4799 Fas FOS 970 397 waw disys com Data contained on this sheet is proprietary to 4 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OiIsYys One World One Partner Innovative Experienced Global 1 3 Anthem Waiver Form If you ve waived our medica
10. Tax Information ee DISYS Social Security Humber memm You must complete Form W so that your employer can withhold the correct federal income tax from your pay Because your tax situation may change you may want to refigure your withholding each year Whether you are entitled to claim a certain number of allowances or exemption from withholding is subject to review by the IRS Your employer may be required to send a copy of this form to the IRS TEST 1 TEST 2 vA 99999 Indicate Marital Status Single Married Married Withhold Single Marned but withhold at higher single rate Total number of Allowances you are claiming Enter Additional Amount if any you want withheld from each paycheck If your last name differs from that shown on your social security card check here You must call 1 800 772 1213 for a new card Claim Exemption I claim exemption from withholding for 201 2 and certify that meet BOTH of the following conditions for exemption gt Last year had a right to a refund of ALL Federal income tax withheld because had NO tax liability AND gt This year expect a refund of ALL Federal income tax withheld because expect to have no tax liability If you meet both conditions check Exempt here Note If Marital Status and or Allowances is changed and Exemptis checked then Exempt will take precedence over your prior selection of Marital Status and Allowances Submit Under penalties of perj
11. and I certify that Il meet BOTH of the following conditions for exemption 1 Last year had a right to a refund of SLL Federal State income tax withheld because had NO tax liability 2 This year expecta refund of ALL Federal State income tax withheld because expect to have NO tax liability 7 Check this box if you meet both conditions to claim exempt status Under penalties of perury declare that have examined this certificate and to the best of my knowledge and belief itis true correct and complete Click here to Generate state tax form Virginia Form F Submit Data contained on this sheet is proprietary to 18 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OiIsys One World One Partner Innovative Experienced Global Enter the desire information on the State Tax form USA and respective details will store in State tax data Generate the online state tax form based on the tax entered in the state field Click the hyperlink tax to generate the actual online state form Click Submit button Step 5 Re enter password You have successfully submitted your State Tax form USA Step 6 Please print sign and send to designated Consultant Liaison Data contained on this sheet is proprietary to 19 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 ISYS me World One Partner Innovative Experienced Global Section 2
12. button Note See attachments requirements discussion at the end of this process section Attachment Enter the description for an attached document such as Receipts or Cus Description tomer Approval etc Data contained on this sheet is proprietary to 34 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OiIsYys One World One Partner Innovative Experienced Global j Q https expenses disys com 8033 psp FINOLPRD EMPLOYEE ERP c DYS_CUSTOM DYS_EXPENSES GBL FolderPath PORTAL ROOT_OBJECT EPCO_TRAVEL EX C Google Pt amp D ORACLE Home Workist AddtoFavortes Sign out Favorites Main Menu gt Traveland Expenses gt DYS Expenses gt Expenses Y v Yv New Window Ef Customize Page http http Open Exp Delete Exp 4 gt Customize Find First S4 fof 4 44 ast User Vendor Expense Assignment Operating Prospective 3 View redBy Amount PENS Source Retence Tipid Bill iD Unit Location GL Dept REER ExpenseType Add File File Attached File Attach Descr merQ 1 00 Hotelfrom 09 OOP Exx00001 BANA1432Q 031 Q 442 Q 300Q Travel AddFile ViewFi 004711 pdf receipts E Step 3 Periodically SAVE the data as you work on the coding using the SAVE button at the bottom of the page You can save the file as you are working on it in case you need to stop or leave your computer Step 4 As each expense row is completed yo
13. rights enforcement When reported data will not identify any specific indidual De scription Delete Acid an Ethnic Group Click the appropriate group Click the Save button Favortes Main Memu gt Self Sermire gt Personal Information Ethnic Groups Ethnic Groups The employer is subject to certain governmental recordkeeping and reporting requirements for the administration of civil rights laws and regulations In order to comply with these laws the employer inwites employees to voluntarily selridenti fy their race or ethnicity Submission of this intormaton is woluntary and refusal to prowide itwill mot subject you to any adverse treatment The information obtained will be kept confidential and may only be used in accordance with the prowsions of applicable laws executive orders and regulations including those that require the information to be summarized and reported to the federal government for ciil rights enforcement When reported data will mot identify any specific individual _Ethnic Groups Bes cro tiom American IindiantAlaskan Matie Add an Ethnic Group Save Data contained on this sheet is proprietary to 9 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OiIsys One World One Partner Innovative Experienced Global Click the OK button Your ethnicity has been added To add another ethnic group select the Add an Ethnic Group button lf you need to del
14. 5 69 3 a Mobic eal Ad Phone Mum ber Saws Required Field Step 4 For an example Click the Mobile list item Use the Telephone field to enter your mobile phone number Enter the desired information into the Main field Enter a valid value e g 8187571243 Click the Save button Step 6 You have successfully added a phone number to your personal profile Data contained on this sheet is proprietary to 32 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OiIsys One World One Partner Innovative Experienced Global Section 4 Expenses 4 0 Manage Expenses Processing Overview Once the data has been uploaded the responsible party must code the expenses Expenses should be coded and submitted as soon as possible Note that Out of Pocket OOP expenses are not paid until they have been fully coded and approved The responsible party will be the OPRID named in the expenses file The OPRID value is set by 1 For OOP the user entering the data or the OPRID entered into the file by the user 4 1 Manage Expenses User Input Process https expenses disys com sep Cesc Step 1 Login as Employee and navigate to Main Menu gt Travel and Expenses gt DYS Expenses gt Expenses Page will default to My Expenses display Otherwise click on My Expenses button Note there are several sub tabs on the My Expenses page The small icon at the right end of the sub
15. Adm isson until expiration date if applicable monthidayyear Minor and Special Placement Details fa parent or legal guardian of a minor individual under age 18 OR a representative or a legal guardian of a person who meets the Special Placement criteria as defined by the INS completes this fonm please select the following as they apply Ta Special Placement Employee unable to present a List A or List B document I Minor unable to present a List A or List B document L Prepared and or translated by a person other than the Employee Accept lam aware that federal law provides for imprisonment anclor fines for false statements or use of false documents in connection with the completion of this fonm Click Accept button step 4 Submit confirmation will pop up l 9 Form Submit Confirmation The Submit was successful Step 5 You have successfully submitted your l 9 Forms Step 6 Please print sign and send to designated Consultant Liaison Data contained on this sheet is proprietary to 15 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OIsYys One World One Partner Innovative Experienced Global 1 10 Federal W 4 form ss Step DESCRIPTION Login as Employee and navigate to Main Menu gt Self Service gt Payroll and Compensation gt W 4 Tax Information USA ORACLE Favorites Main Menu gt Self Service gt Payroll and Compensation gt W 4 Tax Information USA W 4
16. DIE Xs One World One Partner Digital Intelligence Systems Consultant Setup PeopleSoft User Manual Version 9 1 OiIsys One World One Partner Innovative Experienced Global This manual will guide you through the DISYS PeopleSoft Process Sections include Hire Rehire Time and Labor Employee Self Service and Expenses If you have additional questions please contact your Consultant Liaison for assistance Contents Section 1 PANGS 7 RENIO cinoo E EEEE T 3 wO DISS FOM Sr ces cine st as E E E EE 3 LI Hand BOOK FONT cc cee ccs re eae ete rece deeds aura EEEE EEE EEA ENEE AEN E 3 1 2 401k Acknowledgement FOr cccccsceeseeeeseeeeeeeeseeeseeeeseceaseoeseeeneeeaseneaseoesesenssoeaesonsenassensens 4 t3 Anthem Waiver FOr sasira ro ctcccieccuestosecosbedencsnesanesseicdeucesaweedeusaucnteycecocedeenesmmesvostelaeesusaencses 5 ka Dental wW aer FOr aseisiin E EE rE E E E 6 1 5 Maintaining Emergency Contacts c ccccccsseesseseeneeeesseeceseecenseeeeneecenseoesseeensesoenseseaeesonsenes 7 16 Maintaining Ethni Group ivcciccsscceisin nce ceccanecssiawsusccvenswisexvwcwaadvanseb sess eseevdesersansudenuavscanseveusouboneute 9 1 7 Maintaining Direct Deposit Information ccc ceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeenseeeseonseeneeeneeeneeenees 11 1 8 Maintaining PayCard Information cccceessseseeeeeseeeeseeeeneesenseecenseoeseeseaeesoeseeeeneesonnesenees 13 t9 SICINCG IHS TONM csc cree rec
17. SCRIPTION Login as Employee and navigate to Main Menu gt Self Service gt New Hire Forms gt 401K Acknowledgement Form Favorites Main Menu gt Self Service gt New Hire Forms gt 401K Acknowledgement form 401K Acknowledgement Employee ID EE Name Generate Form Step 2 Click the Generate form to generate the form online Please print sign and send to designated Consultant Liaison You have successfully generated 401k Acknowledgement forms Qwerys Innovative Experienced Global PLAN SUMMARY FOR DISES 401 K PROFIT SHARING PLAN When cam I enroll in the Plant Word may enroll im the plan on Jamuary 1t on aly 1st following the date you complete G0 days of service and attain age 21 Horn mmk cam I comitcabwte Under the Plan you can cenotrol bow much te contribute fom a Mmm amount of 1 to a Mem amount of 15 of your ross compensation However your maxim commibution is limited by DRS regulations to 16 S500 for year 2010 i i irili e ee N a E ee that yon Does the company contribute anything on my behalf haa oak Se cal gs aa Tor 2010 Each year DISY S will determine whether sien igi contribution wil b Yonu must work 200 bours m the plan year te be eligible for employer cannicairestiners 7 m i r s All of your commibwtions and any earnings on them are abways 100 i Roce a lt mies eee a vested Company contributions are subject to the following vesting schedule Wears of
18. acknowledge that your entries were successfully saved Step 9 Click the OK button Step 10 The name now appears on the Emergency Contacts page Step 11 You have successfully added your emergency contact information Data contained on this sheet is proprietary to 8 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OiIsYys One World One Partner Innovative Experienced Global 1 6 Maintaining Ethnic Group DESCRIPTION Login as Employee and navigate to Main Menu gt Self Service gt Personal Information gt Ethnic Groups Step 2 Use the Ethnic Groups page to identify your ethnicity Step 3 Click the Add an Ethnic Group button Click the Description list Favorites Main Menu gt Self Service gt Personal Information gt Ethnic Groups Ethnic Groups The employer is subject to certain governmental recordkeeping and reporting requirements for the administration of cial rights laws and regulations In order to comply with these laws the employer inwites employees to voluntarily sel identify their race or ethnicity Submission ofthis information is voluntary and refusal to prowde itwill not subject you to any adverse treatment The information obtained will be kept confidential and may only be used in accordance with the prowsions ofapplicable laws executive orders and regulations including those that require the information to be summarized and reported to the federal government for civil
19. al Version 9 1 OiIsys One World One Partner Innovative Experienced Global 3 3 Maintaining Email Address DESCRIPTION Step 1 Login as Employee and navigate to Main Menu gt Self Service gt Personal Information gt Email Addresses Step 2 Use the Email Addresses page to view add update or delete email addresses Step 3 You can modify existing rows by updating the fields and clicking the Save button Favorites Main Menu gt Self Service gt Personal Information gt Email Addresses Email Addresses Email Addresses Bmi ail Type Email Address Preferred Business tes lerpm dis ys com fa Add Email Address Save Required Field Data contained on this sheet is proprietary to 30 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OiIsys One World One Partner Innovative Experienced Global Step 4 Click the Add Email Address button Use the Email Type field to select the type of email address you are adding Click the Email Type list Step 5 Click the Home list item Use the Email Address field to enter your home email address Click in the Email Address field Enter the desired information into the Email Address field Enter a valid value e g test ero gmail com Select the Preferred check box to indicate this email address as your primary email address Click the Preferred option Click the Save button Favorites Main Menu gt Self Service gt Persona
20. e because of other dental insurance coverage or group dental plan I may be able to enroll myself and my eligible dependents in this plan if I lose of my elpgible dependents lose eligibility for that other coverage I understand that must request enrollment no more than 30 days ater the date the other dental plan coverage ends If I do not do so I will not be able to enroll unt DIS WS s next annual open enrollment penod In addition understand that if l have a newly eligible dependent as a result of marmage birth adopton or placement tor adoption may be able to enroll myself and my eligible dependent s However must request enrollment within 30 days after the mamage birth adoption or placement for adoption Signature of Employee Date of Siqnature ee Employee Print Marre Data contained on this sheet is proprietary to 6 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OiIsyYys One World One Partner Innovative Experienced Global 1 5 Maintaining Emergency Contacts DESCRIPTION Step 1 Login as Employee and navigate to Main Menu gt Self Service gt Personal Information gt Emergency Contacts step 2 Use the Emergency Contacts page to review add update or delete emergency contact information Step 3 Click the Add Emergency Contact button Favorites Main Menu gt Self Service gt Personal Information gt Emergency Contacts Emergency Contacts Emergency
21. employ nient with the Company is at will and can be terminated by the employee or the Company at any time for any reason Nothing in this handbook changes or modites employment at will status of all employees or is meant in amy way to change or modify that status By receiving the Employes Handbook and by signing below the employee understands that they are responsible for becoming familiar with its contents This 2012 wersion of the Hand book cancels and supersedes any Previous handbooks policies and manuats that may hawe existed The employee recognizes that all applicable and allowable reimbursements to the Company by the employee may be taken through payroll deductions The employee understands that this information is provided on an adwisory basis and that policies or beneitsS may change from time to time if an employee has any questions regardimg tie contents they should consult with the Human Resources Department July 25 20172 Employee s Signature Date Pointed Mane Digtal inteLagence So stems Corporation OS YS Corporate Headquarters S27 OO Greensboro Dre Sure 1000 Mcleam WA 22102 Phonrne FOS 792 720 Tell Free Phone 6797 503 4797 Fax FOS 97 0 4397 wees Diss mom Data contained on this sheet is proprietary to 3 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OIsYys One World One Partner Innovative Experienced Global 1 2 401k Acknowledgement Form DE
22. ensation gt State Tax Form USA a a oe Favortes Main Menu gt Self Service gt Payroll and Compensation gt State Tax Form USA State Tax Information Social Security Po DISS You must complete Form Vw 4 so the Payroll Deparment can calculate the correct amount of tax to withhold from your pay Federal income taxis withheld from your wages based on marital status and the number of allowances claimed on this form You may also specify that an additional dollar amount be withheld You can file a new Form Wv 4 anytime your tax situation changes and you choose to have more orless tax withheld Whether you are entitled to claim a certain number of allowances or exemption from withholding is subject to rewew bythe ES Your employer may be required to send a copy of this form to the IRS TES 1 TEST 2 State wr T WAWA 12345 Enter total number of Allowances you are claiming 0 Enter Additional Amount i any you want withheld from each paycheck Indicate Miarital Status l Check here and select Single status if married but withholding at single rate Rote ff married but legally separated or spouse is a nonresident alien Select Single status _ Check here if your last name differs from that shown on your social security card You must call 1 800 72 1213 for a new card Click here to Generate state tax form Virginia Form Clan Exem pikan I claim exemption from withholding for 2012
23. ense not type of expense Incurred by Uploaded Defaults to user OPRID Can be changed to assign to someone else Must be a valid active OPRID with an EMPLID If the OPRID is changed the user entering the expense can complete the cod ing if they can access the related assignments if needed and submit the ex pense row Or they can enter the expense row and save it and the row will be displayed in the My Expenses for the OPRID that was entered the next time they login to the My Expenses page NOTE IF THE OPRID IS CHANGED THE NEW OPRID EMPLID WILL RECEIVE PAYMENT FOR AN OOP EXPENSE Uploaded Vendor Refer Uploaded This field will be populated by the upload program Can optionally be used for ence OOP expenses by the user Expense Trip ID Used to associate different expense rows or if required by customer Bil o If the expenses are being billed back to customer Assignment ID Select assignment if expense is related to a project Prospective If expense is for a prospective customer or other non project related activity Customer enter prospect name or other description Note If the EXP_ASSIGN_ID is populated this field is grayed out not eligi ble for data entry Expense Type Select from drop down see list and acct codes below User Comments Enter comments as needed to explain document expenses You can enter long descriptions if needed Add Attachment Click to popup the attachment entry window
24. erification form I 98 bythe end of your first day of work Please read instructions carefully before completing this form The instructions must be available during completion of this form AN TI DISCRIMIN ATION NOTICE tis illegal to discriminate against work eligible individuals Employers CANNOT specify which documents they will accept from an employee The refusal to hire an individual because ofa future expiration date may also constitute illegal discrimination To open the complete instructions in a separate browser window select L9 Instructions Home Address 123 Update Home Address Maiden Mame Last First Ctirenship and Gm ployment Authorization Il attest under penalty of perjury that i am select one of the following A citizen of the United States A moncitiren mational of the United States A lawful Permanent Resident Alien Mbr A An alien authorired to work A 7 or Admission until expiration date I applicable monthidayfyear Data contained on this sheet is proprietary to 14 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OIsYys One World One Partner Innovative Experienced Global Citirenship and Om ployment Authorization l attest under penalty of perjury that lam select one of the following A citizen of the United States A nonc itiren national of the United States A lawful Penmanent Resident Alien Milby A An alien authorirted to work A 7 or
25. ete an ethnic group that is incorrect click the Delete button to remove the row step 8 You have successfully entered your ethnicity Data contained on this sheet is proprietary to 10 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OiIsys One World One Partner Innovative Experienced Global 1 7 Maintaining Direct Deposit Information Step DESCRIPTION Step 1 Login as Employee and navigate to Main Menu gt Self Service gt Payroll and Compensation gt Direct Deposit Step 2 Select Add Account Step 3 Use the Request Direct Deposit page to enter information to enable the direct deposit of employee pay into checking or savings bank accounts Step 4 The Effective Date defaults to the system date Change this date to reflect the effective date of the direct deposit information you are entering Step 5 Click in the Bank Information Routing Information field Enter information about the bank account that is used to pay the E Enter the desired information into the Routing Number field Enter a valid val ue e g 009824567 Click in the Account Number field Enter the desired information into the Account Number field Enter a valid val ue e g 1234567890 Use the Account Type drop down list to indicate a direct deposit to a checking or savings account Step 6 Click in the Priority field Use the Priority field to enter a priority number for this distribution During direct depo
26. l Information gt Email Addresses Email Addresses Emi ail Type Em ail Address Preferred Business testerp disys com pe Home Add Email Address Save Required Fiekd Step 7 Use the Save Confirmation page to acknowledge that your new entries have been successfully saved Click the OK button Step 9 Your new email address has been added lf you want to delete an address you click the Delete button to remove the row Note that employees cannot delete business email addresses only the system administrator can do this Step 10 You have successfully updated your email address information Data contained on this sheet is proprietary to 31 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OiIsys One World One Partner Innovative Experienced Global 3 4 Maintaining Phone Number DESCRIPTION Step 1 Login as Employee and navigate to Main Menu gt Self Service gt Personal Information gt Phone Numbers Step 2 Use the Phone Numbers page to view add update and delete phone numbers You can modify existing rows by updating the fields and clicking the Save button Click the Add Phone Number button Use the Phone Type list to select the type of phone number you will be entering Favorites Main Menu gt Self Serice gt Personal Information gt Phone Numbers Phone Numbers Enter your phone numbers below Phone Type T ebe phone Preferred Business FOS 54
27. l coverage please follow the steps below to complete the Anthem Waiver Form Step DESCRIPTION Login as Employee and navigate to Main Menu gt Self Service gt New Hire Forms gt Anthem Waiver Form ORACLE Favorites Main Menu gt Self Service gt New Hire Forms Anthem Wiaiwer Form Waiver Form Employee ID EE Name mE Step 2 Click the Generate form to generate the form online Please print sign and send to designated Consultant Liaison You have successfully generated Anthem Waiver Form Waiver of Group Health Benefits amp Notice of Special Enrollment Rights DISYS Employer Name Please complete the following Eee a a Employee Name MI Employee Number 000000009 999999999 i ID Social Security or employee For the plan year effective lam waiving coverage for O Myself O Spouse Domestic Partner C1 Dependent s Please list names lam waiving coverage due to CO My preference not to have coverage CI Coverage under my spouse s domestic partner s plan name of carrier O Other coverage name of carrier This other coverage is OF Cl COBRA O Medicare OF TRICARE formerly CHAMPUS Individual Ol Medicaid O Employer Sponsored Group Plan Special Enrollment Notice and Certification Please review and sign below if you wish fo waive coverage By signing below certify that have been given an opportunity to apply for coverage for myself and my eligible dependents if an
28. lect the TRC Overtime from the drop down list if applicable Click the Submit button Click the OK button Notice that the Reported Hours field has been updated The reported time is displayed in the Reported Time Status section For uploading the document kindly click the attachment view page and enter the desired information and upload the document You can enter comments about the time entries if required In this example add a comment to explain the need for overtime Click the Comments button Use the Comments page to enter comments for the reported time Click in the Comment field Data contained on this sheet is proprietary to 20 DISYS Consultant PeopleSoft Manual DISYS and shall n ot be distributed Version 9 1 OiIsYys One World One Partner Innovative Experienced Global Step 27 Enter the desired information into the Comment field Enter a valid val ue e g System down Needed to manually work records Step 28 You have successfully reported time using a timesheet ORACLE Worldist Multichannel Console Add to Favorites Favorites Main Menu 3 Self Service gt Time Reporting gt Report Time gt Timesheet New Window P Help Timesheet Employee ID Empl Record 0 View By Week z Reported Hours 0 00 Previous Week Next Week Date loso72012 H Scheduled Hours 0 00 Next Job From Monday 05 07 2012 to Sunday 05 2012 p a p i Ei jae aa eu Unto E pU Alella ao
29. m ao ao so amo REGNE Reg Non Employee E PenonaskQ m CO IOO TEO SVEO JEO i ee OVTNE OT Non Employee PSNONTASKIQ C E eee OOO O C t Reported Time Status t Reported Time Summary GoTo Self Service Time Reporting Retum to Select Job Data contained on this sheet is proprietary to 21 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OiIsYys One World One Partner Innovative Experienced Global 2 2 Enter Time Online for Prior Pay Period W2 1099 Stee DESCRIPTION S Login as Employee and navigate to Main Menu gt Self Service gt Time Reporting gt Report Time gt Timesheet Click the Previous Week link Home Workitsl MultiCtea Favorites Main Meru 3 Self Senice 3 Time Reporting Report Time Timesheet Timesheet l Employee ID ee Jet Tithe Consultant 1 Emal Hiid 1 View By Werk Reponed Hours j Date WSA mC Scheduled Hours 0 00 Mein Tue Wen This in Saal Sui Toini 6ps 525 aT 498 6124 6 30 7A Hours S Reporting Code Taskgnoun Bilabit Business Unit PE Project Activity ID 8 00 Ei ao aw 8 00 i REGNE Reg NE Bulable I DYSPROY Q DISUS q doong oooga EF E l S00 ii OVINE OT NE blae le UYSPROJ O Das O Oona on Fl DMR g G A of E Subrret Allachment View i Rami 1 GoTo Del Senice Teme Reportmg Flatien ta Select Jab Step 3 Employee enter the time details No of hours TRC
30. mployee Name Ce Emplid 000000030 DESCRIPTION Step 10 Receipt once completed Mid 0 Message Meeti 3 z E To Ma R Ignore X E Pi Q S a al Meeting Yi Move to t To Manager Me Gd Team E mail af Done Delete Reply R F d Junk Delete Reply n sate Eh Morey Eh Reply amp Delete i Create New Delete Respond Quick Steps From HCM91SIT disys com Ta E Parvathy Periyakaruppan Cc Subject Informational Name Change Rajini Super star Approved Your request was approved Approver Name MAMME Transaction Name Name Change Employee Name M Emplid 000000030 Data contained on this sheet is proprietary to DISYS and shall not be distributed 27 Rues gt OF 44 Find N OneNote h Related sh Mark Bot Follow Translate g Actions Unread Up 7 7 bg Select i Move Tags P Editing nformational Name Change Rajini Super star Approved Message Plain Text u S E Ex a9 Q Zoom Senti Wed 3 14 2012 6 47 PM DISYS Consultant PeopleSoft Manual Version 9 1 OIsYys One World One Partner Innovative Experienced Global 3 2 Marital Status Change Step Polen ean DFSCRIPNON S cess pee es ee Step 1 Login as Employee and navigate to Main Menu gt I at dt Service gt Personal Information gt Marital Status Step 2 Enter an effective date on which the Marital Status change should take effect a shown below Step 3 Select the new marital status from the drop down of
31. nseseasenenesenseseaseoneees 33 4 1 Manage Expenses User Input Process c cccceeseeseeeeeseeeeseeeneeenseeeneeeesesenseeeneeeeseseasseaeens 33 4 1 1 SUD MISSION EMO S svacuacceasdeonvesmpancaslasenesdaiegenentsenaReahGecnsanhieupaueaaiovnaesieermtaaneneds 35 4 1 2 Successful SUDMISSION cccceccceeeceeceteececeeeeaeeceuceceueeseeeteeeseeeeaueetsueteneenseeeags 35 Data contained on this sheet is proprietary to 2 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OiIsYys One World One Partner Innovative Experienced Global Section 1 Hire Rehire 1 0 DISYS Forms 1 1 Hand Book Form Step DESCRIPTION Login as Employee and navigate to Main Menu gt Self Service gt New Hire Forms gt Handbook a a a a Favorites Main Men u gt Self Service gt New Hire Forms gt HandBook Hand Book Employee ID Name es Generate Form Step 2 Click the Generate form to generate the form online Step 3 Please print sign and send to designated Consultant Liaison You have successfully generated Hand book forms Innovative Experienced Global HANDBOOK ACKNOWLEDGMENT 2012 This Employee Handbook states the Company policies and procedures as they exist at the time of publication The Handbook does not constitute a contract or agreement of employment either expressed or implied rather it is mereby a statement of policies And procedures AM
32. sit processing distributions are made to accounts in order of their priority number the lower the priority number the higher the priority Priority becomes important when an employee s net pay isn t enough to cover all direct depos its in this case only the higher priority deposits are made Data contained on this sheet is proprietary to 11 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OiIsYys One World One Partner Innovative Experienced Global Favortes Main Mbe mu gt Sen Service gt Payroll and Compensation gt Direct Deposit Direct Deposit add Direct Deposit 3S Bak bE e a thom Feoutimeag iw bee 123456789 wewe Check San ple na R Account Hum ber 1434567290 PT Typer Checking _ Deposit Tyr pee Balance Arm ee Percent Po Deposit Order 1 Ek angle 1 First Account Proces scl LE EE Required Pieki Return to Direct Depos it Step 7 Click the Save button Step 8 Please print sign and send to designated Consultant Liaison You have successfully entered direct deposit information Data contained on this sheet is proprietary to 12 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OIsYys One World One Partner Innovative Experienced Global 1 8 Maintaining PayCard Information DESCRIPTION Login as Employee and navigate to Main Menu gt Self Service gt
33. ta eetatessrenscaeusanccsmecenne savecasetoudeasavessueestenesenussseoeeneceaueenaccenecesnesoxeosess 14 wO Federal VME TOM eccice cs eccaseecsnecsracapeessvensveccusnsstapesncsspmceascenqensssncasansssecssccapencsvensvecsusssstansan setae 16 111 State Tax FOR HU eE Ea EE E EAA 18 Section 2 Ea AE ore T A E E N A E L A E A 20 2 0 Manage Time Sheet an nnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnnm nnnn ennnen nnmnnn nnnm 20 2 1 Enter Time Online s nnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn nnne 20 2 2 Enter Time Online for Prior Pay Period W2 1099 ccccsssceeeseeeeeeeeeeneeeeneeeeeeeeeaneeeeneeeeaees 22 2 3 Enter Time Online for Rejected Denied Timesheet W2 1099 ceseeeeeeeeeeeeeneeeeees 23 Section 3 Employee Sell SerVIC enia EEE a EEE EN 24 30 ESS Process FOW asta c sca ccc sen cies cee euse crew eneseseuevedeteseascaee EANAN EAIA AEEA EE 24 S1 INNS CIVIC sssi aE a E a EEE 24 3 2 Marital Status Change sssrsissisirni ESAE AEA Naa E a nariai 28 3 3 Maintaining Email AddreSsS snsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn mnnn 30 3 4 Maintaining Phone Number sssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn mnnn mnnn 32 SECON A EXPENSES as a E E E iscuenveousseesssuss 33 4 0 Manage Expenses Processing OVErVieW ccccccceseseesesseeeeseseeeeonseoeseeo
34. tabs row can be used to display all data for the row in one page Approval Date Info ezzP 4 f https expenses disys com 8033 psp FIN91PRD EMPLOYEE ERP c DYS_CUSTOM DYS_EXPENSES GBL FolderPath PORTAL_ROOT_OBJECT EPCO_TRAVEL_EXI Cc j Google Pt 4 B pa n Home Worklist Add to Favorites Sign out Favorites Main Menu gt Travel and Expenses gt DYS Expenses gt Expenses A New Window Customize Page D http Expenses Manager Review Exp Bill Review Exp All Open Exp Delete Exp wi eure Derived Values Approval Date Info Rec j A X User Vendor Expense K Assignment Operating Ana iD Exp Date Description PS User ID Incurred By Amount ai Source acca Trip ID Bill iD Unit A a mm O OOP A There are no expense lines loaded by you which needs your submission fs Prospective Location GL Dept ER Exp Q Q al Q Submit Save Data contained on this sheet is proprietary to 33 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OiIsys One World One Partner Innovative Experienced Global Step 2 For each expense row enter or validate the following data fields Uploads Usein O O S General Info Tab Checkbox Used to select rows for Submission as described at the end of the process section Record ID Assigned by system Uploaded Select OOP Uploaded Input date of expense Uploaded Enter description of expense e g purpose of exp
35. ted Current Name New Name Change As Of 03 16 2012 Name Format English Name Ss View Attachment ip JPG Data contained on this sheet is proprietary to 26 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OiIsYys One World One Partner Innovative Experienced Global DESCRIPTION An email is triggered to the employee for information and another email to the HR administrator to approve the Name change Email triggered to employee for information b a KRIE Message Submitted Name Change Rajini Super star Your requ est was submitted Message Plain Text Meeti 3 1 A Ton gt Rules 7 Find Ignore xX fa Meeting LAS Move to 7 i To Manager Rules y d a Fin q im 34 Team E mail of Done SN OneNote D Related 7 Delete Reply aan Forward wing Mark Categorize Follow Translate oom amp Junk S Morey ka Reply amp Delete 7 Create New 8 Actions Unread Up e Select Delete Respond Quick Steps Move Tags Editing Zoom From HCM91SIT disys com Sent Wed 3 14 2012 6 42 PM To Parvathy Periyakaruppan Cc Subject Submitted Name Change Rajini Super star Your request was submitted x er rons aceon Ge To TE as Tot ak 7 2 3 A 4 4 2 Your request was successfully submitted This request requires administrator action to be saved to the database Transaction Name Name Change E
36. u can select the row for Submission by clicking the check box at the beginning of each row You can submit all selected rows when you are done Step 5 SUBMIT completed and selected rows by clicking on SUBMIT at the bottom of the page 4 1 1 Submission Errors When you Submit rows if there are any errors e g missing required values in the rows you have se lected to be submitted the system will provide you with an error message and the ID s for the row s with errors When the Submit button is clicked the following validations are performed on all rows 1 All validations listed in the EXP Record table earlier in this document 2 All required values are present as documented in the EXP Record table earlier in the document 4 1 2 Successful Submission In the event there are no errors the following actions are taken by the system The updated rows are committed to the database The current system date time is loaded to the EXP_SUB_ DATE The system refreshes the display with no data displayed same select criteria as the default dis play A Successful Submission message is displayed Data contained on this sheet is proprietary to 35 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1
37. ury certify that am entitled to the number of withholding allowances claimed on this certificate or entitled to claim exempt status GoTo Official Form VW 4 Data contained on this sheet is proprietary to 16 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 Oisys One World One Partner Innovative Experienced Global Enter the W 4 Tax information Select the following items Indicate Marital Status Check here and select single status if married but withholding at single rate Note If married but legally separated or spouse is a nonresident alien select Single status Enter total number of Allowances you are claiming Enter Additional Amount if any you want withheld from each paycheck Step 3 Enter the Claim Exemption information if applicable Select the following items 1 Enter the year you are claiming 2 Check this box if you meet both conditions to claim exempt status Step 4 Click Submit button Step 5 Re enter password You have successfully submitted your W 4 Forms Step 6 Please print sign and send to designated Consultant Liaison Data contained on this sheet is proprietary to 17 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OiIsYys One World One Partner Innovative Experienced Global 1 11 State Tax Form USA Step DESCRIPTION Login as Employee and navigate to Main Menu gt Self Service gt Payroll and Comp
38. ve Empl Record 0 Date osor2012 H Scheduled Houra 0 00 Next Job From Monday Sunday 0513 201 eee Mon Tue Wed Thu Fri Sat Sun Total p SIT 5 8 5 9 5 10 5 14 512 543 Gae othe Epen e ie iT SUE REGNE Reg Non Employee PSNONTASK Q 4 00 OVTNE OT Non Employee PSNONTASK Q C O EO oOo A l q m ooo Submit Attachments View Reported Time Status Reported Time Summary GoTo Self Service Time Reporting Return to Select Job Step 5 Make the necessary change under the day the change needs to be made Step 6 Once completed hit submit Step 7 You have successfully reported time using a timesheet Data contained on this sheet is proprietary to 23 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OiIsys One World One Partner Innovative Experienced Global Section 3 Employee Self Service 3 0 ESS Process Flow 3 1 Name Change DESCRIPTION Step 1 Login as Employee and navigate to Main Menu gt Self Service gt Personal Information gt Name Change below Step 3 Select the new name format from the drop down Step 4 To change your name click the edit name box ORACLE Main Menu gt Self Service Personal Information gt Name Change Step 2 Enter an effective date on which the Name change should take effect as shown Favorites Name Change Enter your new name and select Submit
39. y am declining enrollment as indicated above understand that am declining enrollment for myself or my eligible dependents including my spouse because of other health insurance or group health plan coverage may be able to enroll myself and my eligible dependents in this plan if lose or my eligible dependents lose eligibility for that other coverage or if the employer stops contributing towards my or my eligible dependents other coverage l understand that I must request enrollment no more than 30 days after the date the other health plan coverage ends or after the employer stops contributing toward the other coverage If do not do so will not be able to enroll until my employer s next annual open enrollment period In addition understand that if have a newly eligible dependent as a result of marriage birth adoption or placement for adoption may be able to enroll myself and my eligible dependent s However must request enrollment within 30 days after the marriage birth adoption or placement for adoption l understand that in order to request special enrollment or obtain more information should contact my group administrator Signature of Employee Date of Signature Return to your Employee Benefits Group Administrator Do Not Return to Anthem AWA 1433 Data contained on this sheet is proprietary to 5 DISYS Consultant PeopleSoft Manual DISYS and shall not be distributed Version 9 1 OiIsYys One World
Download Pdf Manuals
Related Search