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UltiPro User Guide New Hire Introduction
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INTRODUCTION
Congratulations on joining Palo Alto Networks and welcome to UltiPro. UltiPro is Palo Alto Networks Human Resource and Payroll System and
your portal to view and update personal information, benefit enrollment, direct deposit, dependent changes, paperless paystubs, and various
other information.
Should you need additional information regarding UltiPro please contact the HR Connect team at hrconnect@paloaltonetworks.com or
408.753.4140. Someone from the team will assist you.
TABLE OF CONTENTS
Introduction ............................................................................................................................................................................................................................................. 1
Logging into UltiPro ................................................................................................................................................................................................................................ 2
Benefit Enrollment .................................................................................................................................................................................................................................. 3
Life Event-New Hire Benefit Elections ................................................................................................................................................................................................. 4
Adding or Changing Benefit or Dependent Information ....................................................................................................................................................... 5
Enrolling/Waiving Your Benefits ........................................................................................................................................................................................................... 7
Flexible Spending Account .................................................................................................................................................................................................................. 9
Semi-Monthly Calculation ............................................................................................................................................................................................................ 9
Direct Deposit ....................................................................................................................................................................................................................................... 10
Adding or Changing Direct Deposit Information ................................................................................................................................................................... 10
Pre-Note ......................................................................................................................................................................................................................................... 12
UltiPro User Guide New Hire Introduction
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LOGGING INTO ULTIPRO
URL: https://www5.ultiproworkplace.com/default.aspx#
Login: <UserID>@paloaltonetworks.com
Password: Your Birthdate (MMDDYYYY Format)
1. Password Requirements -Your new password
must have at least one number, one upper case
and one lower case letter, one special
character and is between 8 – 18 characters
long.
2. After selecting your new password, you are
taken to a new page where you must select
and answer 3 security questions before your
new password will be accepted.
3. Please note the system does not prevent you
from creating a new password that does not
meet the password requirements. If after
selecting your new password and you’re not
taken directly to the security questions page,
then the password you’ve just created is invalid
and the system will not recognize your login
credentials the next time you log in.
UltiPro User Guide New Hire Introduction
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BENEFIT ENROLLMENT
To enroll in your benefits, click on: Myself > Life Events
If you experience a Qualifying Life Event*, You must log into HR system and make changes to within 30 days
1. New dependent
2. Remove a dependent
3. Change in marital status
4. Change in residence that results in changes with benefit plan eligibility
* Examples of Qualifying Events: getting married, adding a dependent child, spouse’s loss of coverage due to change in his/her work status.
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LIFE EVENT-NEW HIRE BENEFIT ELECTIONS
From the Life Events page, select the Description link for the applicable life event. The About This Life Event page appears.
Select I am a new CA/Non-CA Employee Link
UltiPro User Guide New Hire Introduction
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ADDING OR CHANGING BENEFIT OR DEPENDENT INFORMATION
Add or change dependents, beneficiaries, and related information on the Verify Beneficiary and Dependent Information page.
1. To add a dependent, click the “add” sign on the top of the page.
2. Be sure to have the Social Security Number of each dependent available at the time of enrollment.
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1. The Contact is Active box is checked
(default selection). Uncheck the box if you
want to create an inactive contact.
2. Enter the contact's personal information
such as name, birth date, marriage date,
and employment information.
3. Select the contact's relationship to the
employee such as spouse or child.
4. Designate the contact as a dependent,
beneficiary, or emergency contact. More
than one option can be selected.
5. Enter the contact's address, telephone, and
e-mail information.
6. If the contact is a dependent or beneficiary,
enter additional information such as if the contact is covered by other insurance,
disabled, full-time student, or smoker.
7. Click Save. The Contacts page appears with
the new information.
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ENROLLING/WAIVING YOUR BENEFITS
Benefit Enrollment Steps
1. Navigate through the
enrollment screens via
the blue arrow buttons at
top.
2. Select a benefit plan that
best suits your economic
needs. Note; if choosing
an HMO, have your PCP
code available.
3. Choose a plan option
that best applies to your
lifestyle.
4. When complete, click the
blue arrow button at top.
5. The process for Dental or
Vision is identical.
Notes: As a new employee,
it is critical that you actively
choose to enroll in benefits or
waive your option.
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If choosing the option to
decline your benefits you will
be prompted to choose a
reason. Choose one of the
following:
1. None
2. Covered by spouse
3. Covered under other
policy
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FLEXIBLE SPENDING ACCOUNT
A flexible spending account (FSA), also known as a flexible spending arrangement, is one of a number of tax-advantaged financial accounts that can be set
up through Palo Alto Networks in the United States. An FSA allows an employee to set aside a portion of earnings to pay for qualified expenses as established in
the explanation of benefits package, most commonly for medical expenses but often for dependent care or other expenses. Money deducted from your pay
is deposited into an FSA is not subject to payroll taxes, resulting in substantial payroll tax savings. One thing to be aware of is that funds not used by the end of
the plan year are lost to you. Otherwise known as the "use it or lose it" rule.
SEMI-MONTHLY CALCULATION
When choosing the ‘semi-monthly’ amount to be deducted each pay period, first decide upon the annual goal amount. Once you have,
divide that number by the number of pay periods left in the year and enter that into the “Amount” box. If you are unsure of how many pay
periods are left in the year, contact your payroll representative.
Example:
1. Goal amount is $4,000
2. 18 pay periods left in the year
3. $4,000/18 = $222.22 to be deducted each pay period.
UltiPro User Guide New Hire Introduction
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DIRECT DEPOSIT
To add a new direct deposit account that will receive the full balance of wages (100%), you must first add an account. You cannot have two
accounts to receive the full balance of wages.
You can add multiple direct deposit accounts if the accounts will receive a flat amount or a percentage of the pay check that is less than the
full percentage.
ADDING OR CHANGING DIRECT DEPOSIT INFORMATION
To enroll in your benefits, click on: Myself > Direct Deposit
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Add or change Direct Deposit.
1. To add an account, click the “add” sign on the top of the page.
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2. Be sure to have your bank information such as ABA Routing Number and Account Number available.
PRE-NOTE
The first payroll after you requested direct deposit the pre-note process takes place. This process submits your account information only to the
bank; no money is transferred resulting in an actual CHECK for this period. After your account information if validated by the bank, direct
deposit is activated during your second payroll.
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