UMSYS HR 9.1 myHR – New Employee Onboarding
University of Missouri
PeopleSoft End User Training
MY HR - N EW E MPLOYEE O NBOARDING
T RAINING P ARTICIPANT G UIDE
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Training Guide
UMSYS HR 9.1 myHR – New Employee Onboarding
Table of Contents
UMSYS HR 9.1 ePAF - Onboarding ... 1
Welcome ... 1
Introduction to Onboarding ... 1
Appointment Notification Form ... 3
Completing the Onboarding Forms ... 8
My Personal Information Form ... 8
My Direct Deposit Form ... 20
My Federal and State Tax Info Form ... 26
My I-9 Information ... 34
Training Guide
UMSYS HR 9.1 myHR – New Employee Onboarding
UMSYS HR 9.1 ePAF - Onboarding Welcome
Welcome to the PeopleSoft Human Resources 9.1 Onboarding Training Guide.
Introduction to Onboarding
Welcome to the University of Missouri!
As a new employee, you will need to provide us with some information so that you can complete the onboarding process and we can properly process you in our administrative system.
Onboarding refers to completing the following forms: Appointment Notification, Personal Data, Direct Deposit, W-4, and I-9. It is recommended that once you start a form you complete it. In order to complete these forms, you will need your Social Security Number, checking/saving account information, and Visa information (if applicable).
You should have received an email from the University (see the following sample). If you are a
student, this email may appear slightly different. If you did not receive this email, please contact
your campus HR office. (Note: This email may appear in your spam folder instead of your
inbox.) Follow the steps in the email to complete the onboarding process. For step-by-step
instructions, refer to the corresponding lesson in these training materials.
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Sample New Employee Onboarding Email
Training Guide
UMSYS HR 9.1 myHR – New Employee Onboarding
Appointment Notification Form
Once you have created a password and logged into myHR, the first thing that will display is the Appointment Notification Form. You will need to review the information on the form and sign it before the checklist containing the rest of the onboarding forms display.
Step Action
1. Click the Action button.
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Step Action
2. After reviewing the information, click the Electronically Sign This Form button.
Training Guide
UMSYS HR 9.1 myHR – New Employee Onboarding
Step Action
3. You must provide your electronic signature on the Appointment Notification Form.
Click in the Password field.
4. Enter newly created password into the User Password field.
For this training example, enter "TEST01".
5. Click the Continue button.
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Step Action
6. If you wish to view your Appointment Notification Form after signing it, click Main
Menu, point to Self Service, and click the Sign Appointment Notification menu
item.
Training Guide
UMSYS HR 9.1 myHR – New Employee Onboarding
Step Action
7. Click the Action icon to view the form.
8.
End of Procedure.
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Completing the Onboarding Forms
My Personal Information Form
Procedure
After completing the Appointment Notification form, a checklist will display showing the list of forms you need to complete. The Last Updated date is your hire date. The first form you will need to complete is the Personal Data form.
Step Action
1. Click the My Personal Information checklist item.
Training Guide
UMSYS HR 9.1 myHR – New Employee Onboarding
Step Action
2. The Your Personal Information page will display.
Complete the fields on this page so that your address and phone information is accurately recorded by the University.
Fields marked with an asterisk (*) are required.
If you wish to return to the checklist, click the < Return to Home link.
Note: If you have existing information in the system (e.g., former employee who is rehired), your previous data may display in the forms. Update this information accordingly.
3. If you are unsure of what to enter in a field, use the look up feature when
available.
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Step Action
4. If your mailing address is different from your home address, clear the Mailing
address is the same as home address option.
Training Guide
UMSYS HR 9.1 myHR – New Employee Onboarding
Step Action
5. Address fields in which you can enter your mailing address will display.
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Step Action
6. When you are finished, click the Next >> button.
Training Guide
UMSYS HR 9.1 myHR – New Employee Onboarding
Step Action
7. The second page contains University specific information.
Complete the fields on this page so that your personal information is accurately
recorded by the University.
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Step Action
8. Select the check boxes next to the personal information statements that apply to you.
Training Guide
UMSYS HR 9.1 myHR – New Employee Onboarding
Step Action
9. Scroll down the page and complete the remainder of the personal information fields.
10. Although they contain similar information, you are required to complete both the Highest Education Level and Highest Degree fields. The Highest Degree field allows for more specific degree information.
11. Click the Look up Highest Degree (Alt+5) button.
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Step Action
12. Search results will automatically display. Scroll through the list and select the correct degree.
For this training example, click the Bachelor of Arts link.
Training Guide
UMSYS HR 9.1 myHR – New Employee Onboarding
Step Action
13. If you need to enter more than one ethnicity in the ethnicity section. Click the Add
an Ethnic Group button and enter the applicable
information.
14. If "Alien authorized to work" is selected for the Citizenship Status, the Visa/Permit Type field will display and require a selection.
15. When you are finished entering information, click the Submit button.
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Step Action
16. A confirmation message will display.
Click the Yes button.
Training Guide
UMSYS HR 9.1 myHR – New Employee Onboarding
Step Action
17. Your Onboarding Checklist will now show the Personal Information form as complete.
18.
End of Procedure.
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My Direct Deposit Form
Procedure
The next form you will complete is the Direct Deposit form.
Step Action
1. Click the My Direct Deposit checklist item.
Training Guide
UMSYS HR 9.1 myHR – New Employee Onboarding
Step Action
2. The Your Direct Deposit Information page will display.
Complete the fields on this page so that your paycheck can be successfully deposited.
Fields marked with an asterisk (*) are required.
If you wish to return to the checklist, click the < Return to Home link.
To see a sample check highlighting where to find routing and account number information, use the View check example link.
Note: If you have existing information in the system (e.g., former employee who is
rehired), your previous data may display in the forms. Update this information
accordingly.
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Step Action
3. After entering a Routing Number, the name of the bank will display so that you can
confirm your entry.
Training Guide
UMSYS HR 9.1 myHR – New Employee Onboarding
Step Action
4. To ensure accuracy, you will be required to enter your Account Number twice.
5. Click the Submit button.
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Step Action
6. A confirmation message will display.
Click the Yes button.
Training Guide
UMSYS HR 9.1 myHR – New Employee Onboarding
Step Action
7. Your Onboarding Checklist will now show the Direct Deposit form as complete.
8.
End of Procedure.
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My Federal and State Tax Info Form
Procedure
The third form you will complete is tax information form.
Step Action
1. Click the My Federal and State Tax Info checklist item.
Training Guide
UMSYS HR 9.1 myHR – New Employee Onboarding
Step Action
2. The Update Tax Information page will display.
Complete the fields on this page so that your federal and state tax information is accurate.
Fields marked with an asterisk (*) are required.
If you wish to return to the checklist, click the < Return to Home link.
Note: If you have existing information in the system (e.g., former employee who is
rehired), your previous data may display in the forms. Update this information
accordingly.
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Step Action
3. If you are tax exempt, there are fields available to indicate this for both federal and state.
If you have questions about your elections, contact your tax preparation specialist.
Training Guide
UMSYS HR 9.1 myHR – New Employee Onboarding
Step Action
4. Click the Click to Sign button.
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Step Action
5. You must provide your electronic signature on the W-2.
Enter the User ID you were provided in the onboarding email into the User ID field.
For this training example, enter "MYHRTSTOBE02".
6. Enter newly created password into the User Password field.
For this training example, enter "TEST01".
7. Click the Sign button.
Training Guide
UMSYS HR 9.1 myHR – New Employee Onboarding
Step Action
8. Click the Submit button.
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Step Action
9. A confirmation message will display.
Click the Yes button.
Training Guide
UMSYS HR 9.1 myHR – New Employee Onboarding
Step Action
10. Your Onboarding Checklist will now show the W-2 form as complete.
11.
End of Procedure.
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My I-9 Information
Procedure
The final form you will complete is your I-9 form.
Step Action
1. Click the My I-9 Information checklist item.
Training Guide
UMSYS HR 9.1 myHR – New Employee Onboarding
Step Action
2. The Your I-9 Information page will display.
Complete the fields on this page so that your employment eligibility information is accurate.
Fields marked with an asterisk (*) are required.
If you wish to return to the checklist, click the < Return to Home link.
3. There are links to instructions and document information that can be used to help
you properly complete the I-9 form.
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Step Action
4. Your name in the Personal Info section will be blank until you enter your first and last name in Section 1. After entering your name verify it displays correctly in the Personal Info section.
5. Scroll down the page so that you can complete Section 1.
Click the vertical scroll bar.
Training Guide
UMSYS HR 9.1 myHR – New Employee Onboarding
Step Action
6. When you enter your Social Security Number the numbers will not display. If you need to verify you have entered the correct information, click the View link.
The Social Security Number field is required. If you do not have a SSN at the time
you are completing Section 1, enter 999-99-9999 in this field. This field can be
corrected when you present your documents for the completion of Section 2.
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Step Action
7. After completing the employee information section you will need to select the correct attestation of citizenship.
For this training example, click the A citizen of the United States option.
Note: If “An alien authorized to work” is selected, you will be prompted to
enter an I-94 number. You will also need to complete the Foreign Passport
Number and Country of Issuance fields.
Training Guide
UMSYS HR 9.1 myHR – New Employee Onboarding
Step Action
8. Click the Click to Sign button.
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Step Action
9. You must provide your electronic signature on the I-9.
Enter the User ID you were provided in the onboarding email into the User ID field.
For this training example, enter "MYHRTSTOBE02".
10. Enter newly created password into the User Password field.
For this training example, enter "TEST01".
11. Click the Sign button.
Training Guide
UMSYS HR 9.1 myHR – New Employee Onboarding
Step Action
12. Click the Submit button.
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