Paychex HR Online Employee Self-Service Guide

Screen

Description

Attendance/Time-Off

• You may view available time-off balances, absences, or easily request time off from your administrator or supervisor in this system. Report discrepancies to HR.

• Administrators or supervisors enter absences in the Attendance/Time-Off screen in the HR Admin tab.

• Your completed PTO (paid time off) request is delivered by the system to your administrator or supervisor for approval. You receive an online notification of approval or denial.

Total Compensation Summary

View a pie chart summarizing the distribution of your total compensation package.

Benefits Coverage

Review your current benefit plans, coverage, and associated costs in this screen.

Calculators

The Calculators screen enables you to access the following Paycheck "What if?" single and dual calculators: Hourly Calculator, Salary Calculator, Gross-Up Calculator, 401(k) Calculator, and Bonus Calculator. These calculators do not change any current employee payroll/deduction settings. You must submit such changes following the normal process to your HR/Payroll departments.

For field level help within each calculator screen, click in each field.

Screen

Description

Message Center

View messages from your company administrators or your supervisor regarding open enrollment elections and PTO requests in this screen. You can also create and update self reminders.

Messages that display in the Action Required section prompt you to take action regarding your employment.

Handbook & Acknowledgements

View, print, and if required, initial and acknowledge receipt of employee handbooks and documents in this screen.

Company Directory

Look up employees or view a company directory in this screen.

Company Documents & Links

Access internal company documents and links to work-related websites (if provided) in this screen.

Blank Forms

Print federal and state forms in this screen.

Blank Forms & Posters

Print posters and forms (federal and state) in this screen.

Job Postings

Apply to internal company job postings (if provided) in this screen.

Screen

Description

Home Information

Verify that your address and phone numbers are up-to-date in this screen. When you update your information, click Save at the top of the screen to save your changes.

Work Information

Employees can view the work information and modify the cell phone field. All other fields are available for viewing only.

Emergency Contacts

Record medical contact information, including your physician's name and phone number, and primary and secondary contact information in this screen.

Dependents

View, edit, or remove your current dependents. To access dependents information, click here.

Employee Documents & Links

View any employee documents and website links listed. To access employee documents and links, click here.

Custom Fields

View an alphabetical list of all active custom fields. The screen contains associated data and valid data values for each custom field. To access Custom Field information, click here.

Field

Information

Training Taken

Review details of training classes you have already taken (if provided) in this screen.

Training Curriculum

View required training classes based on your position and job title in this screen.

Enroll for Training

Register for training classes (if provided) in this screen.

Education

View degrees and awards received in this screen. These fields are read-only.

Skills

View work skills entered by administrators, including skill level and years of experience in this screen. These fields are read-only.

Field

Information

Performance Reviews

Your completed reviews are listed in this screen. Your self and peer reviews that need to be completed are also listed in this screen. Click Review Title to view a specific performance review. If required, you will be prompted to electronically acknowledge the Performance Review.

Performance Notices

You can view a listing of all performance notices in the Performance Notice screen. A performance notice is discussed by the supervisor or HR representative and the employee. This becomes part of your file.

Field

Information

E-Mail Preferences

You have the capability to control whether you receive an e-mail for notifications and reminders from Paychex HR Online.

If an administrator shuts down the capability for one or more employees, the affected employee(s) cannot view the function that is no longer available. For example, if PTO Requests is shut down, the PTO Requests listing cannot be viewed from the E-Mail Notification screen of the affected employee(s).

Other Preferences

The employee can control whether or not the left navigation menus fully expand when logging into this Paychex application in this screen.

Select or un-select the Keep Menus Expanded option, as applicable, then click Update.