© 2010 adp, inc. | 1 self service connection users guide
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© 2010 ADP, Inc. | 1
Self Service Connection Users Guide
© 2010 ADP, Inc. | 2
Information Found in this Presentation
• SSC Registration Quick Reference
• Logging into the ADP System
• New Hire Enrollment
• Acknowledging Company Policies
• Requesting/Cancelling/Reviewing Time Off
• Your Pay & Taxes Tasks
• Change Direct Deposit
• Change Tax Withholding
• Accessing/Editing personal information
• Your Benefits – Viewing Compensation and Benefits, Make Changes, Qualifying Events
• Record a Life Event (Qualifying Event)
© 2010 ADP, Inc. | 3
Optomi’s Self-Service Connection offers employees the following options:
•24/7/365 access to personal and company information
•New hire benefit enrollment
•Benefits renewal during defined open-enrollment periods
•Change Benefits due to a Qualifying Event
•View Payroll Information
•View Benefits Documents
•Optomi Contacts:1. Optomi Internal Employees – Amber Castleberry
ambercastleberry@optomi.com
2. Optomi Consultants – Veronica Medellin veronicamedellin@optomi.com
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Getting Started
Log on to the self-service web-site by typing the following address: https://portal.adp.com
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First Time RegistrationPlease have the following on hand:
1. Past Earnings Statement
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Enter the registration pass code of optomi-pay
optomi-pay
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• Enter your personal information to verify your identity.Note: The fields that are available on this page are located on the top of your Earnings Statement.
– Co. – 6MJ for Optomi employees– Co. – 6MK for Consultants
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Create your user ID and create your password to log in to your ADP service.
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Select three security questions and enter security answers to protect your account. Answers must be at least 2 alphanumeric characters long and are not case sensitive. Be sure to choose answers you can remember.
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Enter your contact information to receive security notifications from your company or ADP. This is how ADP will deliver your activation code to you via e-mail or Text, depending on the method of delivery you choose.
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Enter the activation code you received from ADP (via email or text).
Note: You may need to wait longer for an activation code to arrive by email or Text. There can be a delay due to Internet traffic, your service provider, firewalls, etc.
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Finalizing the Registration Process
Review your information and click Submit.
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You are now ready to access Self Service Connection
• The system will guide you through several screens where you will have the opportunity to build your personal profile.
Jsmith@optomi
RollTide
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To enroll as a New Hire or make a change due to a qualifying event, click Review/Change Benefits
Note: Our Web site contents may vary.
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To Enroll, click start and “Walk me through my benefits”
Note: Our Web site contents may vary.
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Add Your Dependents
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Selecting Your Benefit Coverage
Note: Our Web site contents may vary.
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Reviewing and Saving Your Benefit Elections
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Print a Benefits Summary
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The Resources Page – Find Company Information, Benefit Forms, and other important information
Note: Our Web site contents may vary.
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Acknowledging Company Policies
Note: Our Web site contents may vary.
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Acknowledging Company Policies (Continued)
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Acknowledging Company Policies (Continued)
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Acknowledging Company Policies (Continued)
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Acknowledging Company Policies (Continued)
Note: Our Web site contents may vary.
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Requesting Time Off
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Requesting Time Off (Continued)
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Canceling Paid Time Off
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Viewing My Time Off History
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Requesting Paid Time Off
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Canceling Paid Time Off
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Benefits – Personal Accrued Time
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Your Pay & Taxes Tasks
You can perform tasks such as:
• View pay statements
• Select notification options
• Set up and edit direct deposit
• Change tax withholding information
• Access the W-4 calculator
• View annual statements
Note: Our Web site contents may vary.
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The Pay & Taxes Menu
Note: Our Web site contents may vary.
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Viewing Pay and Taxes - Menu Options
Note: Our Web site contents may vary.
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Viewing Pay Statements
Note: Our Web site contents may vary.
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Selecting Notification Options
Note: Our Web site contents may vary.
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Pay & Taxes – Base Pay History
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Note: Our Web site contents may vary.
Setting Up Direct Deposit
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Note: Our Web site contents may vary.
Setting Up Direct Deposit (Continued)
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Note: Our Web site contents may vary.
Editing Direct Deposit
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Note: Our Web site contents may vary.
Editing Direct Deposit (Continued)
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Note: Our Web site contents may vary.
Changing Tax Withholding Information
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Changing Tax-Withholding Information (Continued)
Note: Our Web site contents may vary.
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Accessing Personal Information
Note: Our Web site contents may vary.
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Viewing Personal Information
Note: Our Web site contents may vary.
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Viewing Personal Information (Continued)
Note: Our Web site contents may vary.
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Updating Personal Information
Note: Our Web site contents may vary.
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Updating Personal Information (Continued)
Note: Our Web site contents may vary.
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Viewing Emergency Contacts
Note: Our Web site contents may vary.
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Adding Emergency Contacts
Note: Our Web site contents may vary.
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Viewing Dependent Information
Note: Our Web site contents may vary.
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Updating Dependent Information
Note: Our Web site contents may vary.
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Viewing Personal Information
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Editing Address Information
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Editing Phone Number Information
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Adding Dependents
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Adding Emergency Contacts
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Your Benefits
You can view and/or update your benefit information, such as:
– View current compensation and benefits– View pending benefits summary– View/print your benefits statement– Compare benefit plans– Enroll in benefits– View/edit beneficiary plan assignments – Record a life event
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Viewing Compensation and Benefits
Note: Our Web site contents may vary.
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Viewing Compensation and Benefits (Continued)
Note: Our Web site contents may vary.
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Viewing/Printing Benefits Statement
Note: Our Web site contents may vary.
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Viewing/Printing Benefits Statement (Continued)
Note: Our Web site contents may vary.
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Viewing/Printing Benefits Statement (Continued)
Note: Our Web site contents may vary.
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Viewing/Printing Benefits Statement (Continued)
Note: Our Web site contents may vary.
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Comparing Benefit Plans
Note: Our Web site contents may vary.
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Comparing Benefit Plans (Continued)
Note: Our Web site contents may vary.
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Viewing Plan Details
Note: Our Web site contents may vary.
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Recording a Life Event
Note: Our Web site contents may vary.
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Recording a Life Event (Continued)
Note: Our Web site contents may vary.
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Recording a Life Event (Continued)
Note: Our Web site contents may vary.
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Terms & Conditions
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Reviewing Your Benefit Elections
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