beacon self service training - circle€¦ · about artech at the forefront of the staffing...
TRANSCRIPT
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BEACON Self Service Training
▲ Contractors using VMS ▲
August 2015
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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.
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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
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About BEACON
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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
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BEACON User ID & Password
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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
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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”
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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.
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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.
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Resetting Your Password (1)
1. On the login screen, click
on “Forgot your password?”
2. Enter your User ID and
click Continue.
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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.
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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
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BEACON Navigation
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BEACON Navigation (1)
Opening Menus
– The opening window will look like this:
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– When you click on a
menu item, such as
Main Menu, you will
get a drop down menu
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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
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Personal Information
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Path to Personal Information
Path:
Main Menu > Self Service > Personal Information
You will get Personal Information menu items
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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
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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
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Viewing Personal Info Summary
Simon McCann
8675309
Simon McCann
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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
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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
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Personal Info Pages
Personal Info can be viewed/changed via individual screens
Simon McCann
Simon McCann
Simon McCann
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Payroll & Compensation
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Payroll & Compensation
You will be able to:
– View your Paychecks
– View/update your Direct Deposit information
– View/update your W-4 information
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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
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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
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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
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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
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Direct Deposit: Multiple Accounts
Direct Deposit with multiple accounts set up
• Savings and Checking Accounts
• Separate deposits by Amount or Percent
Simon McCann
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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
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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
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Time & Expense Reporting
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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.
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Your pay cycle will follow Artech’s client’s work week
You must submit your timecard on the last day of the
Week Ending
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First, Understanding Your Pay Cycle
To determine your pay cycle, view the “Week Ending” date in your Timesheet page
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Path: Main Menu > Time & Expense Entry > Contractor >
Enter Time & Expense
BEACON Time & Expense Entry Path
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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
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Time & Expense Reporting
using the Client’s VMS Tool
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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.
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BEACON Support
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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
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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
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Thank You!
Artech Information Systems LLC 360 Mt. Kemble Avenue, Suite 2000
Morristown, NJ 07960
www.artechinfo.com
www.TheArtechCircle.com