ultipro ees packet 2013files.nationalchurchresidences.org/2016/02/19/ultipro... · 2018-05-17 ·...

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Page 1: Ultipro EES Packet 2013files.nationalchurchresidences.org/2016/02/19/Ultipro... · 2018-05-17 · Microsoft Word - Ultipro EES Packet 2013.docx Author: DDAVIS Created Date: 1/29/2014

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Page 2: Ultipro EES Packet 2013files.nationalchurchresidences.org/2016/02/19/Ultipro... · 2018-05-17 · Microsoft Word - Ultipro EES Packet 2013.docx Author: DDAVIS Created Date: 1/29/2014

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ULTIPRO EMPLOYEE INFORMATION

ACCESS There are two ways to access the system. You can also access the system through the Cornerstone, under Quick Links, Human Resource Links, Ultipro Web. Or You can go to https://e22.ultipro.com/Login.aspx?ReturnUrl=%2fDefault.aspx%3fAlias%3dNatio264&AliasNatio264 If you are accessing this site from your personal computer, your internet service provider must have Microsoft Internet Explorer version 10 or lower. A hint for better viewing of all information on the page, maximize your screen. LOGIN The first time you enter the system you will use your first and last name (all lower case) as it appears on your Social Security Card and the last four digits of your social security number for your User Name. If your name is Wayne Waygis, then you would login in as waynewaygis2345. There is no space between the first and last name; please note the middle initial/name is not used. Please note, your User Name will never change. The password is your First Name (ALL CAPS) as it appears on your pay advice or your Social Security card and the last four digits of your social security number (WAYNE2345). It is case sensitive. When you have entered your password, click the Login button.

The system will ask you to change your password. This will be a password that only you know. Therefore, you need to keep track of it. If you have questions, please contact the Payroll/Human Resources at 614.451.2151. You should make your password something that you will remember!

Page 3: Ultipro EES Packet 2013files.nationalchurchresidences.org/2016/02/19/Ultipro... · 2018-05-17 · Microsoft Word - Ultipro EES Packet 2013.docx Author: DDAVIS Created Date: 1/29/2014

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You will then need to answer three security questions. If you would happen to forget your password, contact Human Resources/Payroll by email at

[email protected].

The first page will contain company updates or announcements.

Place cursor over the “Myself” tab to show the screen options available for viewing.

Page 4: Ultipro EES Packet 2013files.nationalchurchresidences.org/2016/02/19/Ultipro... · 2018-05-17 · Microsoft Word - Ultipro EES Packet 2013.docx Author: DDAVIS Created Date: 1/29/2014

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PERSONAL In the “Personal” drop down you will find tabs where your personal information resides such as your address, phone number, emergency contact, etc. It also provides summary information concerning your job and where you are located in the company. Left click on each tab to navigate through the tabs within this section. To change your name, address or phone number, select the “Name, Address and Telephone” tab at the top of the screen.

Click on the “Change Name, Address, Telephone” link on the top right in the ‘Things I Can Do’ box.

Page 5: Ultipro EES Packet 2013files.nationalchurchresidences.org/2016/02/19/Ultipro... · 2018-05-17 · Microsoft Word - Ultipro EES Packet 2013.docx Author: DDAVIS Created Date: 1/29/2014

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Type the new information in the appropriate fields and select the “Save” icon button at the top.

Please Note: If you are changing your name, you must also provide a copy of your new social security card. You should send a note in the comments box when changing your name. To change your emergency contact information, submit an Emergency Contact form to Human Resources. The form can be found by clicking on the ‘My Company’ tab in the tool bar across the top of the Home page, then click on ‘Electronic Forms’. No information currently resides under either the ‘Property’ or ‘Other’ tabs.

Page 6: Ultipro EES Packet 2013files.nationalchurchresidences.org/2016/02/19/Ultipro... · 2018-05-17 · Microsoft Word - Ultipro EES Packet 2013.docx Author: DDAVIS Created Date: 1/29/2014

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JOBS Click on “Jobs” at the top of the screen. The “Jobs” window provides information in relation to your current job and any other jobs you may have held with the company. The information in this section can only be changed by your supervisor or Human Resources. The “Summary” section reflects your current information.

Page 7: Ultipro EES Packet 2013files.nationalchurchresidences.org/2016/02/19/Ultipro... · 2018-05-17 · Microsoft Word - Ultipro EES Packet 2013.docx Author: DDAVIS Created Date: 1/29/2014

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The “Compensation” Tab shows your current hourly, weekly, period and annual base pay. The Period pay represents a two week period. The amount of hours you are scheduled for the two week period is shown here. If you have questions about your scheduled hours, contact your supervisor. The hire date information is included in this panel along with the last date of any rate change you may have received. At the bottom of this panel is a history of any rate changes you have received during your current employment with National Church Residences.

Page 8: Ultipro EES Packet 2013files.nationalchurchresidences.org/2016/02/19/Ultipro... · 2018-05-17 · Microsoft Word - Ultipro EES Packet 2013.docx Author: DDAVIS Created Date: 1/29/2014

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The “Job History” tab displays the history of job, compensation, and organizational changes. eed. By clicking on the arrow next to the column title, the order of the information in that column can be resorted.

Page 9: Ultipro EES Packet 2013files.nationalchurchresidences.org/2016/02/19/Ultipro... · 2018-05-17 · Microsoft Word - Ultipro EES Packet 2013.docx Author: DDAVIS Created Date: 1/29/2014

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The “Review” tab lists the date of your reviews and ratings, if they were submitted. You can change the sort order by clicking on the arrow to the right of the column title.

There is currently no information residing in the “Other” tab.

Page 10: Ultipro EES Packet 2013files.nationalchurchresidences.org/2016/02/19/Ultipro... · 2018-05-17 · Microsoft Word - Ultipro EES Packet 2013.docx Author: DDAVIS Created Date: 1/29/2014

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PAY Click on “Pay” at the top of the screen. The “Pay History” tab offers you the opportunity to view any pay statement from your first pay date to the most current payroll. The current “Pay Statement” will appear, to view “Pay History” click on the ‘View Pay History’ at the top right side of the screen. A selection list will appear, (see example below). To change the range of dates displayed, highlight the “Start Date”, enter the date that you wish to be displayed. Example, 01/01/2004. Click on the “Display” button to the right of the date boxes. You will then see the pays for 1/1/04 through the most current payroll. The “To Date” will always reflect the current date, so it will not need to be changed.

To view the pay statement, click on the date that you wish to see. This will provide a replica of your pay statement for that pay period. If you wish to print a copy of the statement, go to the bottom right hand corner of the panel and click on the “Printer” icon.

Page 11: Ultipro EES Packet 2013files.nationalchurchresidences.org/2016/02/19/Ultipro... · 2018-05-17 · Microsoft Word - Ultipro EES Packet 2013.docx Author: DDAVIS Created Date: 1/29/2014

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The “Year to Date Summary” tab displays the earnings, employee deductions, and employee paid taxes for the current calendar year.

Page 12: Ultipro EES Packet 2013files.nationalchurchresidences.org/2016/02/19/Ultipro... · 2018-05-17 · Microsoft Word - Ultipro EES Packet 2013.docx Author: DDAVIS Created Date: 1/29/2014

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If you wish to print a copy of this page, go to the top right hand corner of the panel and click on the “Printer” icon. To view the previous calendar year’s earnings, employee deductions, and employee paid taxes, click on the “View Prior Year” button on the lower left hand corner of the panel. The “Direct Deposit Summary” tab lists all accounts that you have your pay being deposited to. If you do not currently have direct deposit or wish to make a change, you must complete a Direct Deposit Request Form. This form is located in “Electronic Forms” tab under the “My Company” section at the top of the screen. If you are requesting a deposit to a checking account, you must include a copy of a void check so that we can verify the bank’s routing number. The symbols under the “Rule” column reflect whether you are depositing a dollar amount (dollar symbol), the remaining balance (a scale), or a percentage (percentage sign). The “Income Tax” tab reflects the current income tax information that Human Resources has on file. To change your federal withholdings, on the right side of the page under ‘Things I Can Do’ click on the link ‘Add/Change Withholding Form’ and this will allow you to change you Federal W-4 form electronically.

To change your state withholding, you must complete a new form. These forms are located on the Cornerstone under the HR/Payroll Information & Forms~Payroll folder~Taxes folder~State taxes folder. The local taxes are generally withheld on a percentage basis and cannot be changed. No information currently resides in the “W-2” tab. In the future, you will have the ability to print previous year’s W-2’s.

Page 13: Ultipro EES Packet 2013files.nationalchurchresidences.org/2016/02/19/Ultipro... · 2018-05-17 · Microsoft Word - Ultipro EES Packet 2013.docx Author: DDAVIS Created Date: 1/29/2014

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BENEFITS Click on “Benefits” at the top of the screen. The Benefits window provides information concerning your benefits and paid time off. The “Current” tab reflects the current calendar year’s information and lists the benefits that both you as an employee are paying and the costs that are paid by National Church Residences. This section reports much of the same information that is given in the Annual Statement.

Generally, there will not be any information in the Ben/Dependents tab when first hired. The “Investment” tab reflects information concerning the National Church Residences 345 Plan. If National Church Residences makes a base contribution to the plan for you, the current year’s contribution amounts appear in this section. If you also contribute, your contributions and National Church Residences’ matching contributions are also included. If you are not currently participating in the National Church Residences 345 Plan and wish to enroll, contact Fidelity at 800.343.0860 or https://netbenefits.fidelity.com. Anyone is eligible to contribute at any time. You will be eligible for a base and or matching contribution on January 1 or June 1 after your one year anniversary with 1,000 hours of service.

Page 14: Ultipro EES Packet 2013files.nationalchurchresidences.org/2016/02/19/Ultipro... · 2018-05-17 · Microsoft Word - Ultipro EES Packet 2013.docx Author: DDAVIS Created Date: 1/29/2014

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The “PTO Plans” tab shows the amount of vacation, sick, personal, or PTO you have available. This information also appears on your check stub each pay. The Length of Service date is the date that the accruals use to calculate the amount of paid time of (vacation or PTO) in which you are eligible.

There currently is no information residing in the COBRA tab.