18
Page 1 of 18 HCM Field Employee Self-Service Guide Contents Locating Oracle HCM Employee Self-Service......................................................................................................................... 2 Employee Self-Service Home Screen and Navigation ........................................................................................................... 7 View and Edit Personal Information...................................................................................................................................... 7 Vacation Balance and Entry ................................................................................................................................................. 12 View Payroll Information ..................................................................................................................................................... 16 View Benefits........................................................................................................................................................................ 17

HCM Field Employee Self-Service Guide Field Employee Self-Service Guide.pdfClick on the “Oracle HR & Payroll Self Service” Link to access Oracle. Page 5 of 18 7. This will take

  • Upload
    others

  • View
    11

  • Download
    0

Embed Size (px)

Citation preview

Page 1: HCM Field Employee Self-Service Guide Field Employee Self-Service Guide.pdfClick on the “Oracle HR & Payroll Self Service” Link to access Oracle. Page 5 of 18 7. This will take

Page 1 of 18

HCM Field Employee Self-Service Guide

Contents Locating Oracle HCM Employee Self-Service ......................................................................................................................... 2

Employee Self-Service Home Screen and Navigation ........................................................................................................... 7

View and Edit Personal Information ...................................................................................................................................... 7

Vacation Balance and Entry ................................................................................................................................................. 12

View Payroll Information ..................................................................................................................................................... 16

View Benefits ........................................................................................................................................................................ 17

Page 2: HCM Field Employee Self-Service Guide Field Employee Self-Service Guide.pdfClick on the “Oracle HR & Payroll Self Service” Link to access Oracle. Page 5 of 18 7. This will take

Page 2 of 18

Locating Oracle HCM Employee Self-Service

1. To access the Oracle system, first go to www.Pike.com and go to the “Pike People” under the drop down.

2. By clicking on “Pike People”, you will be directed to a Microsoft Sign-In screen. Enter your Pike email address

and click “Next”.

Page 3: HCM Field Employee Self-Service Guide Field Employee Self-Service Guide.pdfClick on the “Oracle HR & Payroll Self Service” Link to access Oracle. Page 5 of 18 7. This will take

Page 3 of 18

3. You will then be directed to enter your Pike email and Password. Click “Sign In”.

4. The next screen will prompt you to stay signed in. You may click “Yes” or “No”.

Page 4: HCM Field Employee Self-Service Guide Field Employee Self-Service Guide.pdfClick on the “Oracle HR & Payroll Self Service” Link to access Oracle. Page 5 of 18 7. This will take

Page 4 of 18

5. On the Pike Home Screen, click on the Quick Links box to expand it.

6. Click on the “Oracle HR & Payroll Self Service” Link to access Oracle.

Page 5: HCM Field Employee Self-Service Guide Field Employee Self-Service Guide.pdfClick on the “Oracle HR & Payroll Self Service” Link to access Oracle. Page 5 of 18 7. This will take

Page 5 of 18

7. This will take you to the introduction for Oracle. You have the option to click on “User Instructions” or “Click

here to access your Oracle account”.

8. The Microsoft Apps screen will appear. Select the “Oracle Cloud” application icon.

Page 6: HCM Field Employee Self-Service Guide Field Employee Self-Service Guide.pdfClick on the “Oracle HR & Payroll Self Service” Link to access Oracle. Page 5 of 18 7. This will take

Page 6 of 18

9. Click on the Pike logo in the upper left corner to access your home page.

Page 7: HCM Field Employee Self-Service Guide Field Employee Self-Service Guide.pdfClick on the “Oracle HR & Payroll Self Service” Link to access Oracle. Page 5 of 18 7. This will take

Page 7 of 18

Employee Self-Service Home Screen and Navigation

10. The following screen will appear. The Navigator Menu, opened by clicking the icon noted below, is the primary

location for users to delve into the system.

View and Edit Personal Information 11. The “Me” section allows employees to view/edit personal information such as vacation, benefits, address,

emergency contact information, pay history, etc. Select the “Personal Information” option to edit personal

contact information such as home phone, personal email account or mailing address.

Page 8: HCM Field Employee Self-Service Guide Field Employee Self-Service Guide.pdfClick on the “Oracle HR & Payroll Self Service” Link to access Oracle. Page 5 of 18 7. This will take

Page 8 of 18

12. Choose “Personal Details” to view/edit information about yourself such as your name, date of birth, marital

status, or Social Security number. The only field able to edit is the Name field.

13. To update your name, click on the to edit your name. You will need to provide an effective date for the

change. Enter all details and click “Submit”.

Page 9: HCM Field Employee Self-Service Guide Field Employee Self-Service Guide.pdfClick on the “Oracle HR & Payroll Self Service” Link to access Oracle. Page 5 of 18 7. This will take

Page 9 of 18

14. Choose “Contact Info” to view/edit information such as phone number, email address, or address.

15. Click on the “Add” button by Communication to add a phone number or email information. You can add an

address by clicking the “Add” button by Address. If you need to update your current address, click on the .

Page 10: HCM Field Employee Self-Service Guide Field Employee Self-Service Guide.pdfClick on the “Oracle HR & Payroll Self Service” Link to access Oracle. Page 5 of 18 7. This will take

Page 10 of 18

16. You will need to enter an effective date for the change. Enter all required fields, then click Submit.

17. Click on “Employment Info” to view details about your employment such as employer name, business unit,

department and location.

Page 11: HCM Field Employee Self-Service Guide Field Employee Self-Service Guide.pdfClick on the “Oracle HR & Payroll Self Service” Link to access Oracle. Page 5 of 18 7. This will take

Page 11 of 18

18. Click on “My Compensation” to view details about compensation such as salary and start date.

Page 12: HCM Field Employee Self-Service Guide Field Employee Self-Service Guide.pdfClick on the “Oracle HR & Payroll Self Service” Link to access Oracle. Page 5 of 18 7. This will take

Page 12 of 18

Vacation Balance and Entry

19. From the Main screen, click on the Navigator menu. Under “Me” click on “Time and Absences”.

20. To add an absence, click on the “Add Absence” icon. ***Vacation for field employees will still be

recorded/submitted via a timesheet. ***

Page 13: HCM Field Employee Self-Service Guide Field Employee Self-Service Guide.pdfClick on the “Oracle HR & Payroll Self Service” Link to access Oracle. Page 5 of 18 7. This will take

Page 13 of 18

21. From the drop-down menu, choose the type of absence you are requesting.

22. Enter the start date and the end date of the absence request. Oracle will calculate the total number of hours

automatically, or you can adjust the hours per day. You may also add comments to be reviewed. Once all

information has been entered, click on Submit.

Page 14: HCM Field Employee Self-Service Guide Field Employee Self-Service Guide.pdfClick on the “Oracle HR & Payroll Self Service” Link to access Oracle. Page 5 of 18 7. This will take

Page 14 of 18

23. Click on Absence Balance to view your absence balance. You may then click on the plan type to see details of

your balance.

Page 15: HCM Field Employee Self-Service Guide Field Employee Self-Service Guide.pdfClick on the “Oracle HR & Payroll Self Service” Link to access Oracle. Page 5 of 18 7. This will take

Page 15 of 18

24. To view existing requests or edit open requests, click on “Existing Absences”.

25. To update an existing request, click on the .

26. You may now provide the updated details of the absence request. Once completed, click on “Submit”.

Page 16: HCM Field Employee Self-Service Guide Field Employee Self-Service Guide.pdfClick on the “Oracle HR & Payroll Self Service” Link to access Oracle. Page 5 of 18 7. This will take

Page 16 of 18

View Payroll Information

27. To view Payroll information such as pay slips and direct deposit, click on Pay on the left side of the screen.

28. On the payroll page, click on “Payslips” to see payslip information.

29. Here you can choose your payslip and review details on it. You are also able to print or download the payslip.

Page 17: HCM Field Employee Self-Service Guide Field Employee Self-Service Guide.pdfClick on the “Oracle HR & Payroll Self Service” Link to access Oracle. Page 5 of 18 7. This will take

Page 17 of 18

View Benefits

30. On the Main screen, click on the Navigator menu. Under Me, click on Benefits.

31. Click on “Your Benefits” to see detailed information about your benefits that you are or have previously been

enrolled in.

Page 18: HCM Field Employee Self-Service Guide Field Employee Self-Service Guide.pdfClick on the “Oracle HR & Payroll Self Service” Link to access Oracle. Page 5 of 18 7. This will take

Page 18 of 18

32. Click on the “Pike Active Benefits Program” to see the break-down of enrolled benefits as well as the cost

associated with each benefit.