BEACON Self Service Training - Circle€¦ · receipts to [email protected] o NOTE: If you...

44
BEACON Self Service Training Contractors using VMS August 2015

Transcript of BEACON Self Service Training - Circle€¦ · receipts to [email protected] o NOTE: If you...

Page 1: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

BEACON Self Service Training

▲ Contractors using VMS ▲

August 2015

Page 2: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

About Artech

At the forefront of the staffing industry, Artech is a minority- and women-owned business committed to maximizing global workforce solutions.

Artech’s deep heritage, proven expertise and insightful market intelligence has secured long-term partnerships with Fortune and Global 500 clients seeking world-class professional resources.

2

Page 3: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

3

Agenda

1. About BEACON

2. BEACON User ID, Password

3. BEACON Navigation

4. Personal Information

5. Payroll & Compensation

6. Time & Expense Reporting

7. BEACON Support

BEACON User

Modules

Page 4: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

4

About BEACON

Page 5: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

5

About BEACON

BEACON: Business Enterprise Automated Core

Operations Network

PeopleSoft Enterprise Resource Planning (ERP)

Superior Information Processing

Full lifecycle contractor support functionality

Powerful back-office features

Automate and streamline back-office tasks

Empowering You, Our Subcontractor

Self Service: You will be able to view and update much of

your own information

Page 6: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

6

BEACON User ID & Password

Page 7: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

7

BEACON User ID & Password

During the on-boarding process, a unique User ID and

Password will be emailed to you • You should remain alert for an email from “[email protected]

• If you do not receive your UID and PWD, contact your Artech representative

The BEACON welcome screen looks like this:

Upon sign in, you will be prompted to change your password

Page 8: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

8

Set Up Your Password Right Away!

You should set up your Password immediately upon

accessing BEACON. Only by setting up your password will

you be able to use the “Lost Password” functionality in case

you lose your password.

If you’ve lost your BEACON password before setting up, you

must contact your Artech representative to have it reset

manually by an administrator.

1. Enter your UID and PWD

to log into BEACON

2. Click on “Main Menu” and

select “My System Profile”

Page 9: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

9

Setting Up Your Password (1)

3. On the General Profile

Information screen, select

“Change or set up forgotten

password help”.

4. Select from the list of drop

down “Questions.”

5. Type your answer in the

“Response” box and click

OK.

Page 10: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

10

Setting Up Your Password (2)

6. Scroll down and verify that

your correct email address

is recorded in the system.

Click Save if you made any

changes.

You will return back to the “My System Profile” page

Now you have configured your

forgot password functionality. If

you ever forget your password,

use the steps in the following

slides to generate a new

password.

Page 11: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

11

Resetting Your Password (1)

1. On the login screen, click

on “Forgot your password?”

2. Enter your User ID and

click Continue.

Page 12: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

12

Resetting Your Password (2)

3. Enter your Response to the

security question and click

the “Email New Password”

button. The security response

will be validated, then a new

password will be emailed to you.

4. You will get the following

screen to indicate that the

password has been

emailed.

5. Retrieve the new password from your email, login to

BEACON, and immediately change your password to

something that you will remember and is known only to you.

Page 13: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

13

Changing Your Password

You may choose to change your password at any time

Start by following the path: Main Menu > Change My Password

You will be taken to the screen

on the right

1. Enter your current password

2. Then enter and confirm your

new password

3. Click “Change Password”

1234567

Your Name

Page 14: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

14

BEACON Navigation

Page 15: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

BEACON Navigation (1)

Opening Menus

– The opening window will look like this:

15

– When you click on a

menu item, such as

Main Menu, you will

get a drop down menu

Page 16: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

16

BEACON Navigation (2)

By continuing to click on drop down menu items, you will generate a path

“Breadcrumbs,” shown below, display your navigation path and give you

access to the contents of subfolders

Once you click on your destination, the path is shown in the top bar

• This path can be written as:

Main Menu > Self Service > Personal Information > Personal Information Summary

Page 17: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

17

Personal Information

Page 18: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

18

Path to Personal Information

Path:

Main Menu > Self Service > Personal Information

You will get Personal Information menu items

Page 19: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

19

First Steps: Personal Info

1. Confirm and/or Update Your Personal

Information

• Name

• Home and Mailing Addresses

• Phone Numbers

• Email Addresses

• Emergency Contacts

• Marital Status

Page 20: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

20

Personal Info Summary

You can view and update the following information

– Name

– Home/Mailing Address

– Phone Numbers (more than one, if necessary)

– Emergency Contacts

– Email Addresses (more than one, if necessary)

– Marital Status

You can only view the following information*

– Gender

– DOB

– EIN (your employer’s employer tax ID number)

– Hire Date

*Contact your Artech Rep if you see an error and/or need something changed

in this section

Page 21: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

21

Viewing Personal Info Summary

Simon McCann

8675309

Simon McCann

Page 22: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

22

Updating Your Personal Info

Click these

to change

your

• Name

• Address

• Phone No

• Emergency

Contacts

o You can enter

more than one

phone number,

email, etc.

Simon McCann

Simon McCann

Page 23: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

23

Updating Your Personal Info

Click these

to change

your

• Email (Use your

direct personal

email, not your

company email)

• Marital Status

To change

these,

contact your

TMS

8675309

Page 24: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

24

Personal Info Pages

Personal Info can be viewed/changed via individual screens

Simon McCann

Simon McCann

Simon McCann

Page 25: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

25

Payroll & Compensation

Page 26: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

26

Payroll & Compensation

You will be able to:

– View your Paychecks

– View/update your Direct Deposit information

– View/update your W-4 information

Page 27: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

27

Viewing Paychecks

Path:

Main Menu > Self Service > Payroll and Compensation > View Paycheck

Paychecks will be viewable on the Check Date

Click on the Check Date to view the check details (see next slide)

Simon McCann

Page 28: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

28

Paycheck Details Sample

You will not receive pay stubs in the mail – you

can print your paycheck details from here if you

want a paper copy

Page 29: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

29

Direct Deposit: The Way to Go

We Highly Recommend that you Opt for Direct Deposit

1. You will avoid delays in receipt of your paycheck

• You will receive electronic payments much faster than checks sent

via snail mail

2. Electronic payments are environmentally friendly

• One of the reasons Artech is implementing an ERP system is to cut

back on the use of paper. Read about our Artech Green program

3. State Mandates

• Many states now allow employers to mandate direct deposits in

order for their employees to get paid faster

Page 30: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

30

View, Update Direct Deposit Info

Submit (Changes must be verified by the bank,

so there may be a delay of one payroll cycle)

Path: Main Menu > Self Service > Payroll and Compensation > Direct Deposit

• Account Types: i.e. Checking, Savings

• Deposit Types: Percent or Amount

• Percent: i.e. 100%

Confirm your

information,

update as

necessary

Simon McCann

Page 31: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

31

Direct Deposit: Multiple Accounts

Direct Deposit with multiple accounts set up

• Savings and Checking Accounts

• Separate deposits by Amount or Percent

Simon McCann

Page 32: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

32

W-4 Information

Path: Main Menu > Self Service > Payroll and Compensation > W-4 Tax Information

Confirm and update • Allowances

• Marital Status

Submit

Simon McCann 000000000

Page 33: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

33

W-4 Information Notes

Displays current Federal elections

• State elections follow federal elections unless state W-4 is

submitted to Payroll for processing

If you wish to elect different State tax withholdings than

your Federal tax withholdings, you will need to submit a

separate State Tax withholding form specifying the

withholding amount and/or the number of allowances for

your State tax withholding

• The State Tax withholding forms can be found on the United

States Department of Labor website:

www.dol.gov/oasam/doljobs/statetaxforms.htm

• After completing the relevant state tax withholding form for your

state, please sign and e-mail the form to Artech at

[email protected].

Page 34: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

34

Time & Expense Reporting

Page 35: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

35

T&E Reporting via a VMS Tool

1. If you are currently entering your Timesheet

and Expenses via a VMS tool (such as

Fieldglass, IQNavigator, etc.) you will

continue to do so.

2. Once approved, your VMS time sheet and/or

expenses data will be automatically

uploaded into BEACON.

• For Expenses, you will have to email your

receipts to [email protected]

o NOTE: If you are eligible for paid time off, please email the days

and types of time off to [email protected]. You will not

be able to update this yourself in BEACON.

Page 36: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

Your pay cycle will follow Artech’s client’s work week

You must submit your timecard on the last day of the

Week Ending

36

First, Understanding Your Pay Cycle

To determine your pay cycle, view the “Week Ending” date in your Timesheet page

Page 37: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

37

Path: Main Menu > Time & Expense Entry > Contractor >

Enter Time & Expense

BEACON Time & Expense Entry Path

Page 38: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

38

Path: Main Menu > Self Service > Time & Expense Entry

BEACON T&E Landing Page

• Your name, ID

• Week Ending*

• Start date,

department

• Instructions

• Time & Expense

entry section

*Week Ending reflects your payroll cycle

Page 39: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

39

Time & Expense Reporting

using the Client’s VMS Tool

Page 40: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

40

T&E Reporting via a VMS Tool

1. If you are currently entering your Timesheet

and Expenses via a VMS tool (such as

Fieldglass, WAND, etc.) you will continue to

do so.

2. Once approved, your VMS time sheet and/or

expenses data will be automatically

uploaded into BEACON.

• For Expenses, you will have to email your

receipts to [email protected]

o NOTE: If you are eligible for paid time off, please email the days

and types of time off to [email protected]. You will not

be able to update this yourself in BEACON.

Page 41: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

41

BEACON Support

Page 42: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

42

For BEACON Support...

Contact your Talent Management Specialist (TMS)

Email us at [email protected].

Visit our BEACON blog page at www.theartechcircle.com

The Artech Circle is the Place where Artech Professionals Meet

Page 43: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

Artech Values

Customer Satisfaction ► We put our clients’ needs first and strive to exceed their expectations.

Dependability ► We deliver on our commitments.

Flexibility ► We are adaptable and agile in responding to our clients’ and employees’ needs.

Integrity ► We act in all situations with the highest ethical standards and clarity of communications.

Respect ► We value our clients, employees and partners.

Teamwork ► We collaborate to build sustainable growth for our company and our clients.

Turning Values into Actions

43

Page 44: BEACON Self Service Training - Circle€¦ · receipts to expenses@artechinfo.com o NOTE: If you are eligible for paid time off, please email the days and types of time off to timesheet@artechinfo.com.

Thank You!

Artech Information Systems LLC 360 Mt. Kemble Avenue, Suite 2000

Morristown, NJ 07960

www.artechinfo.com

www.TheArtechCircle.com