EFTA00300888.pdf

Getting Started with Employee Access® 3. Employees - Enter your first and last name as they appear on your pay statement, your date of birth, and Social Security number. Using Employee Access®, you can view up to 3 years of pay statements and tax statements online at your convenience, safely and securely. Contractors - Click Register as a contractor (1099). enter your Depending on the features offered by your company, you may also be Social Security number or Tax ID Number (TIN), and complete the able to manage your direct deposit accounts and health benefits, and remaining required fields. enter timecard information. Do you use a middle name or a suffix but you aren't sure Tips for Using Employee Access 2 where to put it? Your middle initial goes in the First Name field (John R) and your suffix goes in the Last name field (Smith Jr). Help with Sign-In and Security 3 Viewing Your Pay Statements Online 4 Managing Your Direct Deposits 5 First, we need to verify your identity Viewing Your Tax Statements Online 8 Additional Features 9 airy Deo 0 %QOM Sectrily Water Here's How to Register *AMA' 6 . 1966 - — You must complete the one-time registration process in a web browser window on a PC. a Mae, or a mobile device. You can't register using the ADP') Mobile Solutions mobile app. V On vet • Peke 1 Get your personal registration code *rale in • wearier (z390) CNCIL 1. Go to 2. On the Welcome screen. click Register Now. iii••••• If you get a message that there isn't a match for your credentials, Welcome! speak to your company's payroll contact. Please enter your User ID 4. Check the box to let us know you aren't a robot. As an added layer of security, you may be asked to answer a question about an image. Fagot yaw Wstl $ Popo )our PossworCP Just in case you need it, there's help available under the image. 5. A Personal Registration Code is required to continue. Check your email address and click Send Code. Only a portion of your email address is displayed. If what you see Am erne user? CA66110/ ACM doesn't look correct. speak to your company's payroll contact. Copyright © 2013-2017 ADP. LLC. ALL RIGHTS RESERVED. 1 ADP PROPRIETARY AND CONFIDENTIAL. EFTA00300888 Enter your code and finish registering Tips for Using Employee Access 1. Check your email for your Personal Registration Code. Enter it on Once you complete your registration, go to or use the next screen and click Next. the link in your Welcome email to sign into Employee Access. We This personal registration code is valid for 15 calendar days suggest that you bookmark the address in your browser so it's easy to after it was first issued. If you try to use your code after 15 find later. calendar days, you'll be prompted to request a new one. • Passwords expire every 180 days. You'll be prompted to change your 2. Enter the user ID and password you want to use to sign into password when it expires. For your security, an email is sent to the Employee Access. email address on file when your password is changed. • If you have any issues signing in or if you have questions about the User ID: must be 4 to 64 characters and may include upper and data you see in Employee Access, speak with your company's payroll lowercase letters (A-Z, a-z), numbers (0-9), and any special contact. characters except spaces, $, !, and #. Which Browsers Can I Use? Password: Must be 8 to 20 characters and may include upper and On a PC On a Macs lowercase letters (A-Z and a-z), numbers (0-9), spaces, and special characters. It must include at least one letter and one number, and • Microsoft Internet Explorer 9 • Safari') 7.1 and above is case-sensitive. and above Your password can't include the same character in four or more • Google ChromeTm 32 and above consecutive positions (for example, AAAa is valid, but AAAA is • Firefox® 31 and above not valid) and can't have four or more sequential characters, in ascending or descending order, in a row (for example, ABCD and 4321 are not allowed). Want Access on the Go? a 0 Once you're registered on , you can also use 3. For your security, you must select security questions and provide a the ADP Mobile Solutions app (on an Applee or Android1" unique answer for each one. If you forget your sign-in information, mobile device, or your device browser) to view your pay you'll be asked to enter the answer to one of the questions to verify statements and tax statements online. For more information, your identity. speak with your company's payroll contact. You may be asked to enter additional personal information, which To manage direct deposits, you must use Employee Access in a web will be used only for verification. browser on a PC or a Mac®, not on a mobile device. 4. At the bottom of the page, indicate that you have read and agree to the terms and conditions. 5. Click Next to go to the Employee Access Dashboard. Copyright © 2013-2017 ADP, LLC. ALL RIGHTS RESERVED. 2 ADP PROPRIETARY AND CONFIDENTIAL. EFTA00300889 Help with Sign-In and Security Forgot Your Security Answers? Ask your company's payroll contact to request that ADP reset your Forgot Your User ID? security questions and answers. 1. Go to 2. Click Forgot your User ID. Need to Change your Password? 1. Go to and sign in. 3. Enter your first name. last name, and email address and click Next. 2. Click My Settings. 4. For your security, you may be asked to enter additional personal information, which will be used only for verification. Click Next. 3. Under Password, enter your current password, and then enter your new password twice, to confirm. 5. Enter the answers to your security questions and click Next. 4. Click Save. 6. Your User ID is displayed. Click Next to sign in. Need to Change Your Email Address? Forgot Your Password? If you need to change your email address, ask your company's payroll 1. Go to contact to update it for you. 2. Enter your User ID and click Next. 3. Click Forgot your Password. 4. For your security, enter the answers to your security questions. You may be asked to enter additional personal information, which will be used only for verification. 5. Click Next. 6. Enter your new password twice to confirm and click Save. 7. Click Next to sign in. Copyright © 2013-2017 ADP, LLC. ALL RIGHTS RESERVED. 3 ADP PROPRIETARY AND CONFIDENTIAL. EFTA00300890 Viewing Your Pay Statements Online Can I Stop Getting a Paper Copy of My Pay Statement and Just Get It Online? The convenience of online pay statements is available to you every pay period through Employee Access. Pay statements are available on the Yes you can, using the Go Paperless option! actual date paid. 1. On the Dashboard, click My Settings. View My Pay Statement Online 2. Under Statements, select Go Paperless. 1. Sign into 3. Review the Terms and Conditions. To protect your personal data, your pay information is hidden when 4. Select Pay Statement, and then click I Agree. you open Employee Access. A link is provided so you can review and print the signed Paperless 2. Click View Pay. The total gross pay, taxes, deductions, and take Terms & Conditions any time you want. home pay are displayed for the most recent pay statement. You'll receive an email confirming that you have opted to Go Paperless. 3. To view totals for a prior pay statement, click the down arrow ( v ) next to the current pay date and select the pay Depending on your payroll cycle, you may receive 1 or 2 paper vouchers date you want. before the paperless option takes effect. 4. To view the details for a pay statement. select Pay in the menu on What If I Change My Mind and Want to Receive Paper the left and then select the pay statement you want to view. Up to 3 years of pay statements are available. Pay Statements Again? If you change your mind, you can turn off Go Paperless at any time. Print My Pay Statement 1. On the Dashboard, click My Settings. There are 2 ways to print your pay statement. 2. Under Statements, deselect Go Paperless. From the Dashboard You will receive an email confirming that you have opted to receive 1. Click the down arrow ( v ) next to the current pay date and select paper pay statements. the pay date you want. 2. Click Download Pay Statement to open the statement in your PDF You can still access your pay statement online at any time using reader. Employee Access. 3. Print the statement. What Do I Do If I Don't See the Go Paperless Option? From the Pay Statements page Speak with your company's payroll contact. 1. In the left menu, click Pay. 2. A list of pay statements is displayed. Click the statement you want, and then review the statement details. 3. Scroll down to the bottom of the page and click Print. Copyright © 2013-2017 ADP, LLC. ALL RIGHTS RESERVED. 4 ADP PROPRIETARY AND CONFIDENTIAL. EFTA00300891 Managing Your Direct Deposits Change a Direct Deposit Account 1. On the Dashboard, click Update Direct Deposit. Direct deposits are available in Employee Access only if your company offers this feature. You can have up to 4 direct deposit accounts. 2. Click Edit for the account you want to change. Add a Direct Deposit Account 3. Update the account information and click Done. 1. On the Dashboard, click Add Direct Deposit. 4. At the top of the page, click Save. If you already have a direct deposit set up. click Update Direct Delete a Direct Deposit Account Deposit and then click Add an Account. 1. On the Dashboard, click Update Direct Deposit. 2. Enter your bank's 9-digit routing number, an optional Bank name, and click Next. 2. Click for the account you want to delete. Use the account information from the bottom of a voided 3. Click Delete. check from the account, not a deposit slip. 4. At the top of the page, click Save, and then click OK. 3. Enter your bank account number twice to confirm, and click Next. You have to type the number. You can't copy and paste it. Can I Cancel My Changes? 4. Select how much of your pay you want to deposit into this account If you make changes and decide you want to undo them, click Reset at and click Next. the top of the page. All changes since your last save will be undone. • A specific dollar amount — enter the amount Can I Stop Direct Deposit for One Paycheck? • A percentage of my pay — enter the percentage Ask your payroll contact to stop your direct deposit when processing the • All of my pay / the rest of my pay payroll. 5. Select the Account Type, Checking or Savings. What If there's Money Left Over after Pay Is Deposited 6. Enter an optional name for the account (a nickname) and click Next. into My Accounts? 7. Review and accept the terms and conditions and click Done. Any money that's left over will be issued to you as a paper check. If you The account details are displayed on a tile on the Direct Deposit don't want a paper check, make sure you choose "the rest of my pay" for page. one of your accounts. If you have another direct deposit account, click Add an Account Will I Get a Confirmation of My Changes? and repeat the steps to set up the account. Whenever your direct deposit information is changed, you'll get an email 8. At the top of the page, click Save. confirmation. If you get an email confirming that changes were made and you didn't make them, speak to your company's payroll contact immediately. Copyright © 2013-2017 ADP. LLC. ALL RIGHTS RESERVED. 5 ADP PROPRIETARY AND CONFIDENTIAL. EFTA00300892 Direct Deposit Examples You want $200 deposited into a savings account, and the remaining You want 75% of your pay deposited onto a paycard. and 25% deposited amount in a paper check. into a savings account. a 1111 a SowInas Paycard 1W $ 200 ••al ply circa 75% SrAngs •ach Day Ptflocl toe 25% Edit nth pay Now I Ea You want $200 deposited into a savings account, and the remaining amount deposited into a checking account. You want $200 deposited into a savings account, $300 deposited into a 1111 a checking account, and the remaining amount in a paper check. S Savings 1W ads a 1111 200 ea< h pay petal Chocking Savings a Rest of my pay Eda 200 each pay period Chocking nth pay period I FOR $ 300 /Edit each pay period You want 50% deposited into a checking account, and the remaining AI Ed. amount deposited into a savings account. Tips for direct deposits 1111 • The total of your percentage deposits can't be over 100. Checking • If you want to deposit 100% of your pay into one account, make sure 50% you don't have any other accounts set up. Savings NO pay period Rest of my pay • For a paycard or pre-loaded debit card, choose Checking as the each ray peeled Account type. You may want to use Paycard as the nickname for the account. Ede Copyright © 2013-2017 ADP. LLC. ALL RIGHTS RESERVED. 6 ADP PROPRIETARY AND CONFIDENTIAL. EFTA00300893 Direct Deposit FAQs Which account type (Checking or Savings) do I select if I Can I change my direct deposit accounts using ADP Mobile want all or part of my pay to be deposited to a paycard or Solutions? pre-loaded debit card? No. At this time, you can only manage your direct deposits using Checking. Employee Access on the web. Can I set up a direct pay account to pay a monthly bill, like my When will my pay be available in my account? mortgage or a utility bill? Usually on your pay date, although you may be able to view your pay No. Direct deposit is available only for bank accounts with a routing statement in Employee Access 1 day before your pay date. number and an account number. I made changes to my direct deposits but didn't get an email What does Reset do? confirmation. What should I do? Click Reset to undo any changes you made to your deposit accounts In Employee Access, click My Info. Make sure your email address is since the last time you saved in this session. correct. If needed, ask your company's payroll contact to update it for you. What is a routing number and where do I get it? It's a nine digit number that identifies your bank. You can find it on the I didn't receive a direct deposit payment, a paper check, or a pay bottom of a voided check from the bank account. statement. What happened? Notify your company's payroll contact immediately. I don't have a voided check. Can I use a deposit slip? The deposit slip doesn't show the bank's routing number, but you can Can I manage my HSA direct deposit accounts using Employee contact your bank to get the number. Access? No, this information must be maintained by your company's payroll I added my direct deposit information but still received a check. contact. When will my direct deposit start? Typically with your next pay. Check with your company's payroll contact for the exact date. Why don't I see an option to enter my direct deposit details in Employee Access? Speak to your company's payroll contact, who must activate the feature that allows you to manage your own direct deposits. Copyright © 2013-2017 ADP. LLC. ALL RIGHTS RESERVED. 7 ADP PROPRIETARY AND CONFIDENTIAL. EFTA00300894 Viewing Your Tax Statements Online When is my W-2 or 1099 available online? W-2s and 1099s are available in Employee Access starting with tax year Your W-2 or 1099 will be available soon after your company processes 2015 for W-2s and 2016 for 1099s. You'll still get a paper copy of your the last payroll of the year. tax statement. How many years of tax statements are available online? Your online tax statement is exactly the same as your paper tax statement. 3 years of tax statements are available, starting with tax year 2015 for W-2s and 2016 for 1099s. How do I view my W-2 or 1099 online? 1. Sign into Why don't I see my tax statement in Employee Access? Speak with your company's payroll contact. 2. On the Dashboard under Tax Statements, select the tax year you want. What do I do if there's an error on my tax statement? Speak with your company's payroll contact. Tax Statements Why is the information on my paper tax statement TEST COMPANY different from the online version? sxxx.xxx CIRev" It's possible that the W-2s or 1099s for your company were updated and (Current as ot 0102a016) you haven't received a revised hardcopy yet. Jr. Do :load Tax Statement The "Current as of" date is displayed for W-2s. At this time, it is not • For W-2s, click to Hide or Reveal your W-2 Box 1 wage displayed for 1099s. amount on the Dashboard. • Select Download Tax Statement to view and print your W-2 or 1099. • If you have more than one W-2 or 1099 for the tax year you selected, you'll see all of them (up to 5) listed. Copyright © 2013-2017 ADP, LLC. ALL RIGHTS RESERVED. 8 ADP PROPRIETARY AND CONFIDENTIAL. EFTA00300895 Additional Features Retirement If you participate in an ADP 401(k) plan and you have a balance, you'll For more information about any of these features, speak with your see the Retirement section when you sign into Employee Access. Just company's payroll contact. click Reveal to see a snapshot of your retirement savings account. Health Benefits Retirement Retirement If you are enrolled in Benefits, you'll see a summary of those benefits in Employee Access. Aciltli) &sane. 4000 Galva $54.769.85 V0000000( ci) OSSA 2016 Benefits To see your current benefit deductions, click Reveal. Ce co tow 40.0 re 40 Tow •004 $117.96 ID Hide If you are already enrolled, click Deductions pet Pey Period As of 07-11-2016 View Benefits to see your current MCCW.41 benefit deductions. Since you For in-depth information and to manage your plan, click Go to my $40.95 Due Cross Glue Shield R. already signed into Employee 401(K) to go to your ADP 401(k) Participant website. Since you already Vitton Blue Cross Blue Stiold $3704 Access, you don't need to sign signed into Employee Access, you don't need to sign in again! $2t43 in again! HCSC Time 0 view all benefit, If your company uses eTimecard solution or ADP's Time & Attendance for RUN Powered by ADr, you can manage your time in Employee Important: Access is provided if your employer purchased a health Access. policy through Automatic Data Processing Insurance Agency, Inc. The Time section varies depending on the Time features offered by your company. If you are a new hire or it's an Benefits eTimecard Time & Attendance open enrollment period, you'll see an open enrollment countdown Timecard with a link to enroll today. PM Your Time The options you see vary depending on the Benefit features offered by your company. 2:59 ENROLL TOOAY C Important: Your employer must have their health & benefits 0 Current Benents managed through ADPIA and have Ask your company's payroll contact to check RUN Help & Support for the online benefits administration option. guides that can help you get started. Copyright © 2013-2017 ADP, LLC. ALL RIGHTS RESERVED. ADP and Employee Access are registered trademarks of ADP, LLC. Apple and Mac are registered trademarks of Apple, Inc., registered in the U.S. and other countries. Android is a trademark of &ogle. All other trademarks are the property of their respective owners. ADP PROPRIETARY AND CONFIDENTIAL. EFTA00300896