addresses - nc

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ESS WALKTHROUGH Updated 8/10/2015 Page 1 of 13 My Personal Data Updated 8/10/2015 Addresses Trigger: Use this document to set up (or change) your Addresses in ESS. Business Process Procedure Overview: The Addresses service is located in the My Personal Data Section of ESS. You can use this service to set up (or change) the following address types: Pg. 1 Permanent Residence - An employee's main address. You must have a Permanent Residence for payroll purposes and can only have one active record at a time. Note: If an employee has an in/out of state change for this record, they must also update their Tax Withholding Information. Pg. 6 Emergency Contact - An employee's contact person, address, and telephone number in case of emergency. You may have more than one record. Pg. 9 Mailing Address - An employee can set their mail to be delivered to an address other than their Permanent Residence. If used, employees may have only one active record at a time. Pg. 12 Deleting an Address – Employees can remove Emergency/Mailing addresses Edit Permanent Residence CRITICAL! You must update each of your addresses separately. You only need a Mailing Address if it is different than your Permanent Residence. 1. From the BEACON Home Page, Click the tab.

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ESS WALKTHROUGH

Updated 8/10/2015 Page 1 of 13

My Personal Data

Updated 8/10/2015

Addresses

Trigger:

Use this document to set up (or change) your Addresses in ESS.

Business Process Procedure Overview:

The Addresses service is located in the My Personal Data Section of ESS. You can use this service to set up (or change) the following address types:

Pg. 1 Permanent Residence - An employee's main address. You must have a Permanent Residence for payroll purposes and can only have one active record at a time.

Note: If an employee has an in/out of state change for this record, they must also update their Tax Withholding Information.

Pg. 6 Emergency Contact - An employee's contact person, address, and telephone number in case of emergency. You may have more than one record.

Pg. 9 Mailing Address - An employee can set their mail to be delivered to an address other than their Permanent Residence. If used, employees may have only one active record at a time.

Pg. 12 Deleting an Address – Employees can remove Emergency/Mailing addresses

Edit Permanent Residence

CRITICAL!

You must update each of your addresses separately. You only need a Mailing Address if it is different than your Permanent Residence.

1. From the BEACON Home Page, Click the tab.

Title: My Personal Data – Addresses

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2. Click My Personal Data.

3. The My Personal Data screen will be displayed. Click Addresses.

Title: My Personal Data – Addresses

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4. Select Under Permanent Residence.

CRITICAL!

You CANNOT change your Addresses until your Agency HR has entered your original Permanent Residence into the system. If your Addresses screen displays as blank, contact your Agency HR.

5. Update your Address Information (See next page for details).

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5. (Cont.) Some of the Fields default from the Personnel Record. Make sure you enter the Following Fields:

NOTE: A red asterisk (*) represents a field that is required.

Field Name Description Values

Country

Identifies country. Accept USA, for United States of America, as the default value.

Enter value in Country. Example: USA

c/o Abbreviation for in care of Enter value in c/o. Example: James Test

Address Line 1 & 2

The address street name, number, and apartment number (if applicable)

Enter value in Address Line 1 & 2 Example: 1244 State Street

City City Enter value in City. Example: Raleigh

County Code identifying the county Enter value in County. Example: Wake

State State Enter value in State. Example: NC

ZIP Code ZIP Code Enter value in ZIP Code. Example: 27609

Telephone Home Telephone number Enter value in Telephone. Example: 919-555-2120

6. Check the field at the bottom of the Choose when the change will take effect You can select either:

Valid as of Today: The change will become effective immediately once you have saved.

Valid as of Future Date: Use the Date Box to the right to select the future fate the change will become effective.

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7. Once all the information has been updated , click .

8. The information you have entered will be displayed. If you found an error, select

to return and correct the mistake. If the information is correct, click

.

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9. You should receive a confirmation that “The changes you made to your Address data were saved.”

CRITICAL!

If you change your Permanent Residence and made an In/Out State change, you must also update your Tax Withholding Information.

Add/Edit Emergency Contact Address

NOTE: You can add multiple Emergency Contact Addresses to your Personnel Record. A telephone number is not a required, but is highly recommended in case of emergency.

1. From the Addresses screen, click To create a new Emergency

Contact record, OR click to change an existing Emergency Contact.

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2. Update your Address Information (See Pg. 4 for Details).

NOTE: Emergency Contact Addresses are always updated on a current basis.

3. Once all the information has been updated , click .

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4. The information you have entered will be displayed. If you found an error, select

to return and correct the mistake. If the information is correct, click .

10. You should receive a confirmation that “The changes you made to your Address data were saved.”

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Add/Edit Mailing Address

NOTE: You do not need to enter a separate Mailing Address if it is the same as your Permanent Residence.

CRITICAL!

You must update each your addresses separately. You only need a Mailing Address if it is different than your Permanent Residence.

1. From the Addresses screen, select to create a new Mailing

Address, OR click to change an existing Mailing Address.

OR

Title: My Personal Data – Addresses

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2. Update your Address Information (See Pg. 4 for Details).

3. Check the field at the bottom of the Choose when the change will take effect You can

select either:

Valid as of Today: The change will become effective immediately once you have saved.

Valid as of Future Date: Use the Date Box to the right to select the future fate the change will become effective.

Validity Period: Use the Date Box to the right to select both when the change will start and when it will stop.

NOTE: An end date of 12/31/9999 means the record will be active until another change is

made.

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4. Once all the information has been updated , click .

5. The information you have entered will be displayed. If you found an error, select

to return and correct the mistake. If the information is correct, click .

6. You should receive a confirmation that “The changes you made to your Address data

were saved.”

Title: My Personal Data – Addresses

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Deleting an Address

1. From the Addresses screen, click next to the record to wish to stop.

NOTE: You cannot delete your Permanent Residence.

2. The Address you with to delete will be displayed. Click again.

Title: My Personal Data – Addresses

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3. You should receive a message that “The following Address data was deleted.”

Additional Resources

If you have questions, or require additional assistance, contact BEST Shared Services: Phone (Raleigh Area) (919) 707-0707

Phone (Toll Free): (866) 622-3784 Email: [email protected]

Training HELP website:

http://www.osc.nc.gov/training/osctd/help/

Other Walkthroughs:

ESS Maintain Tax Withholding Information

Change Record

Change Date: 8/10/2015 Changed by: David Lassiter

Changes: 1. Updated Format

2. Updated Screenshots

3. Updated language and layout