Employer Self-Service (ESS) Training Guide Materials/ESS Power… · Employer Self-Service...

Transcript of Employer Self-Service (ESS) Training Guide Materials/ESS Power… · Employer Self-Service...

Employer Self-Service (ESS) Training Guide

http://www.32bjfunds.org/home.aspx

Employers

Funds Union

Employer Self-Service Enhancements

One System

100% Control

Search Engine

Improved Import

Capabilities

Agenda

ESS Overview

Invoice Processing

Reports

Updating Demographic Data

Processing Roster Changes

Recap

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&uact=8&docid=nrYx3LYi72z3JM&tbnid=SwupL1ZQmmkvHM:&ved=0CAUQjRw&url=http://www.horofgroup.com/ar3_hotel_sector.htm&ei=hvBCU_-aCamuyQG2i4DYBg&bvm=bv.64363296,d.aWc&psig=AFQjCNHlzXK8xbWPmAhue5KxhLuVRxaZ4g&ust=1396982254000264

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&uact=8&docid=Ux2G6Vo3jW0DrM&tbnid=o2cW_hdVg1UgmM:&ved=0CAUQjRw&url=http://blogbrunch.tumblr.com/post/17552647420/recap-sponsorship-and-monetizing&ei=WvZCU8vYIMm4yQG9x4GoDg&bvm=bv.64363296,d.aWc&psig=AFQjCNFggp3nyXSV8W4QMk3TFIweIphoAw&ust=1396983739629911

ESS Overview

The Employer Self-Service (ESS) runs on any high speed Internet Connection. However, it runs best on the latest version of Mozilla FireFox. Download browser: www.firefox.browser-download.com ESS is used by Employers to: Report to 32BJ Funds SEIU Local 32BJ

Update Roster information, add New Hires, create and pay Invoices, and

upload Invoice Files.

http://www.firefox.browser-download.com/

ESS Overview

The ESS Homepage has 6 Sections

ESS Overview

Account Settings

ESS Overview Roster

ESS Overview

Invoices

ESS Overview

Payment Processing

ESS Overview Transactions

ESS Overview Uploaded Files

ESS Overview

Employer Administration

ESS Overview Accounts

Employer Information

ESS Overview

Contact Us

Agenda

ESS Overview

Invoice Processing

Reports

Recap

List of all Employees

Filter and Export

Details display Roster Information and Participant Demographics Tabs

Employee Roster

Displays employer demographics, address, and contacts

Allows information to be edited.

Employer Information

Agenda

ESS Overview

Invoice Processing

Reports

Recap

Processing New Hires Shortcuts Roster tab, then Actions drop down

Process Employee Status Changes

Processing a Termination

Modify/Delete Leave of Absence

Agenda

ESS Overview

Invoice Processing

Reports

Recap

Invoice Processing

Create an invoice manually from the Invoice tab

Upload an import file

Submit an invoice

Invoice Processing

Invoice Processing Invoice Processing

Create Invoices on-line

Displays Reporting Cycle, Contract Provisions, Roster Data, etc.

Invoice Processing

Upload a File

Invoice Processing

Invoice Processing – Import File

Upload Pass the validation checks to ensure the file meets the specifications.

Process Correct any validation errors to ensure the details meet the file specifications.

Release Submits pending invoice to 32BJ; this completes the file submission. Invoice is ready for payment.

Invoice Processing Payment Processing

Displays invoices in released status. Filter by account or date range. Process through Chase Pay Connexion.

32BJ

Employer Self Service (ESS)

How to Process Payments using Chase Pay Connexion

Please refer to the ESS Instructional Videos

Agenda

ESS Overview

Invoice Processing

Reports

Recap

Reports

Pre-payment Reports by One Account

Pre-payment Reports by All Accounts

Post-payment Reports by One Account

Post-Payment Reports by All Accounts

Status Changes Reports

Agenda

ESS Overview

Invoice Processing

Reports

Recap

Process New Hires

Process Employee Status Changes.

Create, process and pay an invoice.

Reports

Employer Self-Service Training Complete!

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Employer Self-Service (ESS) Training Guide Materials/ESS Power… · Employer Self-Service...

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Transcript of Employer Self-Service (ESS) Training Guide Materials/ESS Power… · Employer Self-Service...

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