This ADP self-service employee portal training is a web-based tool which is easy to use, session will teach you how to register for the employee, self-service portal and navigate the pages step by step.
During ADP self-service employee portal training session, you will learn how to register for the employee, self-service portal and navigate the pages.
Please enter and change your emergency contact and address information. Then, enter w-4 tax changes setup and change your direct deposit view, print your pay and annual statements, view your benefits summary and link to other useful Leslie resources.
The self-service portal is an easy-to-use web-based tool that is available 24/7, which allows you to manage your payroll and HR employee information. To register for the portal, you need take the steps outlined in the getting-started guide which you can view or print as a supplement. For this training, the specific steps are shown here.
First, log in using the portal ADP com URL and click the first-time users option, you will then be prompted to a five-step registration process. All users will use the Leslie registration, passcode of Leslie you – un Ivey. Next, you will be asked to verify your identity and enter your contact information.
You will be required to establish two security questions for future retrieval of your password, and then be assigned a user ID if necessary. Please take note of it as you will use it to regularly access the system. You will create your own password using the following rules. You can change or reset your password from the portal login page.
How to navigate the portal once you are registered? We will use a test employee for demonstration purposes. As a regular portal user, login with the same URL, but choose user login this time, and sign-in with the username and password established during registration. The portal homepage provides some customized information including links to other Lesley sites such as the Human Resources home page and the employee directory.
About the menu options across the top, we will begin with personal information. We encourage you to add emergency contacts as soon as possible so that HR has an electronic record of this information. You can have multiple contacts on file and you will add them with the Add New Button.
To change your address in the personal information menu by using the edit Button, you need simply change the Enter All Applicable Fields and click Save. Note that your updated address will not display until the Human Resources Department has approved your change. An email notification will reach you when it has occurred and your new address will be displayed.
One or more phone numbers can be added to the portal with the Add New button. If you are using the Leslie emergency alert system, you must also update your phone number. Click the link and sign in, using the same user ID and password that you used to sign into your computer.
Reviewing the pay in taxes menu option, all changes made off of this menu are approved by the Payroll Department and our subject to payroll processing deadlines. As is shown, it may take up to two weeks for you to receive approval notification depending upon when you submit your change.
There is also a link to the finance home page which has a biweekly payroll calendar and other useful resources. We will begin with direct deposit. You can deposit your pay in up to three bank accounts due to a bank-required validation period. You will see your direct deposit change go into effect with the second payroll.
After making your change, you need wait for the bank’s verification of your account. We will choose our account type. We’ll go with checking. Since this is a partial amount, we will enter the $100.00. We are required to enter a bank transit routing or ABA number for checking accounts, which can be found on the bottom left of the check. To the left of the account number, it is a nine digit field for savings account. Please check with your bank to obtain a valid Bank transit routing or ABA number.
We shall enter our bank account number, approve and save. We receive a prompt which requires a validation pay period. Our change will go into effect with the second pay cycle. After our submission, this change has been submitted to payroll for approval.
We deposit the remainder to savings. Our account type has changed to savings and it’s the full or remaining again. Check with your bank for savings accounts to obtain a valid Bank transit routing number. When the payroll approves these changes, we will receive email notification and see our bank account information displayed.
To check the status of any of your transactions, you can choose the approval history option off of the home menu. Notice that the changes we’ve made today are showing with the status of in progress. Once approved, they will show us Completed. If for any reason a transaction is rejected, you will receive an email and the status will show rejected to view any comments or notes regarding the rejection. You can use the view history button in the action column.
To change your w-4 tax exemptions, please note that if you are choosing your state exemptions to make a change. The payroll may ask you to complete an additional form depending upon the state that you’re working in.
To change our federal w-4 exemptions, we will keep the marital status at single but choose two exemptions when additional 150 dollars per pay cycle. When entering an additional dollar amount or percentage, it must be entered as a whole number with no decimals.
Once we agree and save, this change has been submitted to payroll pending approval. Once it occurs we will see the changed exemptions appear along with the email notification. The portal also allows you to view or print your pay statements and your annual statements, such as your w-2. You may find this feature particularly useful for outside requests or earnings verification.
Our sample employee does not have any pay statements to view. If you are paid monthly, another feather is that you can suppress the printed copy of your pay statement and use the portal to view or print when necessary. You’ll choose pay statements off of the menu and see options to go paperless and also to select notification that will allow you to receive an email when a new electronic statement is available.
This feature is available to monthly employees. Only if you are paid bi-weekly, you can view or print your pay statements off of the portal as well. However, you will still receive a hardcopy ADP printed statement so that you can view your leave from campus balances on that statement.
Finally, let’s look at the benefits menu on our benefits home page. It has the links to all the Leslie benefit providers. You can also view information regarding your paid time off. There is a link to view the Leslie holiday schedule. If you are paid monthly, you can use the link to log in to the Leslie online information system to view your leave from campus balances again.
Use the same user ID and password that you use to sign in to your computer as stated earlier. Bi-weekly employees can view their leave from campus balances on their current printed ADP pay statement to view your personal benefit summary. Choose benefits summary off the menu to see the benefits that you are enrolled.
In our sample, employee does not have any benefits for display. Here is an example of an employee enrolled in benefits. Although you may be enrolled in the Leslie retirement plan, your contribution will not display on this particular summary page.