PeopleSoft Employee Self-Service (ESS) Guide
Overview
Employee Self-Service transactions interface with the PeopleSoft Human Resources system. These
transactions enable you to review, add, update, delete (where appropriate) or submit for approval,
changes to your personal profile information.
Personal Information Summary
The self-service transactions that make up the Personal Information summary are:
• Name change
• Emergency contacts
• Home/mailing addresses
• Email addresses
• Phone Numbers
• Marital status
• Ethnic groups
• Personal information
Payroll and Compensation
The self-service transactions that make up Payroll and Compensation are:
• Review paycheck
• Compensation history
• Voluntary deductions
• W-4 tax information
• Direct deposit
• W-2 forms, consent and reissue requests
Benefits
The self-service transactions that make up Benefits are:
• Benefits summary
• Benefit elections at hire
• Benefit elections for job status or qualifying life events
• Dependent/Beneficiary information
Learning and Development
Under Learning & Development you can access 'My Profile' and make updates to:
• Education
• Memberships
• Experience
• Honors/Awards
• Skills
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Table of Contents
Logging into Employee Self-Service (ESS)…………………………………………………………... 3
Setting up your hint questions and answers………………………………………………………… 4
Setting up your password............................................................................................................... 5
Forgotten password……………………………………………………………………………………… 6
Navigating ESS
Personal Information Summary……………………………………………………………… 7
Payroll and Compensation……………………………………………………………………
9
Benefits…………………………………………………………………………………………..
13
Learning and Development…………………………………………………………………..
16
Signing out of Employee Self-Service (ESS)………………………………………………………
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2
Logging into Employee Self-Service (ESS)
In order to log into Employee Self-Service, you will need to enter your employee ID and password.
Links to ESS:
• Intranet: [if available, add the MO's intranet shortcut]
• Internet: http://mybenefits.trinity-health.org – Click on 'My Self-Service' and follow the instructions
for logging in
For new employees, your user id is your employee ID. Your password is your first initial of your first
name, last initial of your last name and your employee ID. Example: Edgar Employee, EE1234567
Enter your employee ID
and password.
For added security, you will also need to
enter the text shown in the gray box.
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Setting up your hint questions and answers
If this is your first time logging in, you see the following screen. In order to proceed, you must first set up
2 security questions and answers.
Here you will set up your 2 hint questions and answers:
The available hint questions are:
Choose your first hint question, and then type your answer in the 'response' box. Repeat these steps for
your second question.
When finished, click 'SAVE' and then 'OK'
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You can click on 'Home' to return to the main menu. NOTE: Future logins will not require these steps.
Setting up your Password
After your initial login to ESS, you will receive the following message that your password has expired.
Click the link 'Click here to change your password.' below:
Here you will enter your current password and a new password
Click 'Change Password'
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Forgotten Password
If you forget your password, follow these steps to obtain a temporary password:
Click on the 'Forgot
My Password?' link.
If you click on the 'Forgot My Password?' link before you set up your hint questions and answers, the
following message will appear:
Enter your User ID (your employee ID
number) and click 'Continue'
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Type in the answers to your hint questions
and click on 'Get Password'. A temporary
password will appear. IMPORTANT:
You must key in your temporary
password manually. Copying and pasting
will result in an error message that
indicates your user ID and password do
not match.
After writing down your temporary
password, you can close this window to
return to the login screen.
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Navigating ESS
Home
From the main menu, you can access Self-Service and select Personal Information, Payroll and
Compensation, Benefits or Learning and Development
Personal Information Summary
The 'Personal Information Summary' page allows you to view a summary of your information or jump to a
specific screen to view or update.
The following screen shot displays what can be found in your Personal Information Summary:
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Personal Information Summary cont..
To change any of your personal
information, click on the 'Change…'
buttons below the appropriate section.
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IMPORTANT: If you change your name or marital status thru ESS, you also must submit a copy of your
marriage license or divorce degree to [insert MO specific dept here]. If you wish to make changes to your
benefit elections as a result of a marriage, divorce or other qualified status change, you must update your
information and submit the required documentation within 30 days of the event. Please contact your
[insert MO specific dept here] representative for details.
Additional notes:
• ESS does not allow you to delete your business email address if it is populated
• The first emergency contact will be flagged as the primary contact. This can be changed if you
add a second contact
• Currently, you cannot add a second address type. If you need to do so, please contact [enter MO
dept here]
• Enter effective dates carefully. Errors in entering data may result in a default to the system date
Payroll and Compensation
Under Payroll and Compensation, you can access your paycheck, voluntary deductions, direct deposit,
compensation history, w-4 tax information and w-2 forms.
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View Paycheck
Select 'View Paycheck' from the menu to view your current and prior pay statements. Each pay
statement is available for 12 months.
Click on the check date to view your pay
statement. Pay statements will launch as a
PDF file.
NOTE: Year-to-date information will only reside on the most current pay statement. If you want a record
of your compensation for the entire year, print the last pay statement of the year before the first pay of the
new year.
Voluntary Deductions
Add deductions by selecting 'Voluntary Deductions' from the menu.
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Direct Deposit
View/update your direct deposit by selecting 'Direct Deposit' from the menu
Click on 'Edit' to update your
direct deposit or click on 'Delete' to
delete it.
Compensation History
Here you can view your complete compensation history.
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W-4 Tax Information
Update the number of allowances, change your marital status or tax exemption status
00251722752
W-2 Forms, Consent and Reissue Requests
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Benefits
Benefits Home
Access your Benefits Summary or click on 'Life Status Event' to make benefit elections or enter a life
status change, e.g. birth, marriage
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IMPORTANT: You are allowed to make certain changes to your benefit elections when you are hired or
rehired, have a qualifying job status change, a qualifying life event or during open enrollment. Contact
your [insert MO specific dept here] representative for more information.
Benefits Summary
If you are a benefits-eligible colleague, you can log on to ESS anytime to view a summary of your
benefits.
Dependent and Beneficiary Coverage Summary
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Access your dependent and
beneficiary coverage summary as
of a specific date
Insurance Beneficiary Summary
View your insurance benefit summary as of a specific date
Dependent and Beneficiary Information
View your current Dependent and Beneficiary information.
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Learning and Development
My Profile
Your profile displays skills, competencies, education etc. You can review the content detail by navigating
through the individual tabs. Content that can be updated will include an 'Add' link below each section
and an 'Edit' and 'Delete' button next to each item. You must use the 'Save' button to save any changes.
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Signing out of Employee Self-Service (ESS)
IMPORTANT! Once you have finished viewing/updating Employee Self-Service, it is very important that
you sign yourself out. By not signing yourself out, you are leaving your record open and available to view
by others, especially in a shared workstation or kiosk.
To sign out of Employee Self-Service, click on the 'Sign out' link [1] in the upper right hand corner and
then close your browser window [2].
2
Click the 'X' to close your
browser window.
1
NOTE: Closing your
browser window without
signing out will still
allow the potential for
others to see your record.
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