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ESS Cheat Sheets

The document provides detailed instructions on navigating the Employee Self Service (ESS) portal, including how to access personal information, view paychecks, and submit personnel actions such as terminations and leave requests. It outlines steps for various functionalities like checking time off balances, updating certifications, and managing direct deposits. Additionally, it specifies the approval processes required for certain actions, emphasizing the roles of HR and supervisors.

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0% found this document useful (0 votes)
40 views6 pages

ESS Cheat Sheets

The document provides detailed instructions on navigating the Employee Self Service (ESS) portal, including how to access personal information, view paychecks, and submit personnel actions such as terminations and leave requests. It outlines steps for various functionalities like checking time off balances, updating certifications, and managing direct deposits. Additionally, it specifies the approval processes required for certain actions, emphasizing the roles of HR and supervisors.

Uploaded by

ssk4765
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Employee Self Service

Homepage Navigation

Homepage Navigation: Homepage Navigation:

Accessing ESS Personal Information

1. In the Google Chrome browser, type: 5. To view Personal Information on the


a. https://munselfservice.coppelltx.gov/ess homepage:
i. You will be directed to the self- a. To the right of Personal Information,
service Login screen. click: More
i. You will be directed to the
2. Using your employee credentials, log into the self- Personal Information page.
service portal: ii. You will see at the top of this
a. Type: Your Username page the following Tabs:
b. Type: Your Password 1. General,
c. Click: Log in Demographics,
i. You will be directed to the Contact,
employee self-service screen. Dependents, Tax
form delivery.

6. Some tabs allow you to directly update


Announcements information from ESS. To edit Personal
Information:
3. City of Coppell announcements can be a. Click the Edit link from each tab:
found listed under the “Welcome to General, Contact, and Tax Form
Employee Self Service” header. Delivery to edit items in ESS.
**Demographic updates are made
through HR. Dependent updates are
Launch ExecuTime made through Benefits Connect.
b. Make any required changes and
4. To clock in/clock out on the ESS homepage: click: Save.
a. Click: Launch ExecuTime i. Your changes have been
i. You will be directed to the submitted.
ExecuTime log in page. c. For those sections that provide a Change
b. Type: Your Username or Add option, you can update or add
c. Type: Your Password additional information.
d. Click: Sign In i. When you do update or add
i. You will be logged into information, the updates are
ExecuTime. transferred to the
appropriate programs in
Munis.
Employee Self Service
Homepage Navigation/ESS Menu

Homepage Navigation: ESS Menu:

Time Off Certifications


7. To view Time Off on the homepage:
9. To view Certifications on the ESS Menu:
a. To the right of Time Off, click: show
a. In the left side bar, click:
current balances.
Certifications
i. Your current
i. You will be brought to the
available/current earned will
Certifications screen.
populate on the screen.
10. To make updates/changes to Certifications:
b. To the right of Time Off, click: show
a. You will need to reach out to your
projected balances.
supervisor, Assistant Director or
i. Your projected
Director.
available/projected earned
will populate on the screen. Employee Notifications

11. To View Employee Notifications on the ESS


Paychecks
Menu:
8. To view your Paycheck on the homepage: a. In the left side bar, click: Employee
a. To the right of Paychecks, click: Notifications
show paycheck amounts. i. You will be brought to the
i. Your last paycheck amount Employee Notifications
and Year to date paycheck screen.
amounts populate on the
screen. Time Off/ Time Entry
b. To view an overview of your
previous paycheck amounts, under 12. The Time Off/Time Entry sections can be
Previous Paychecks, to the right of found on the ESS Menu in the left side bar.
the previous paycheck amounts, To view time off/clock in/clock out:
click: details a. In the left side bar, click: Time Off/
i. You will be directed to the Time Entry
Check detail screen where i. You will be brought to the
you can view your previous ExecuTime screen.
paycheck details including
and deductions.
Employee Self Service
Pay/Tax Information

Pay/Tax Information: Pay/Tax Information:

Paychecks W-2

1. To view paychecks: 3. To view W-2:


a. On the ESS menu, in the left side a. On the ESS menu, in the left side bar,
bar, click: Pay/Tax Information click: Pay/Tax Information – W-2
i. You will be directed to the i. You will be directed to the
Pay/Tax Information screen. W-2 screen.
b. From the drop-down menu, select: b. From the drop-down menu, select:
Year you wish to view paycheck Year you wish to view paycheck
information on. information on.
i. You can view up to five i. No information will be
years of history. available here until 2021.
c. To the left of Net Pay amount, click:
Details
i. You will be directed to the
W-4
Check Detail screen.
ii. You can view a check detail 4. To view W-4:
overview, pay breakdown, a. On the ESS menu, in the left side bar,
and deductions. click: Pay/Tax Information – W-4
i. You will be directed to the
YTD Information W-4 screen.
5. To make needed updates to your W-4, click:
2. To view YTD Information: edit.
a. On the ESS Menu, in the left side a. Fields that you can update will
bar, click: Pay/Tax Information - become available. Make needed
YTD Information updates and click: submit.
i. You will be directed to the i. Your information has been
YTD Information screen. submitted to HR for
b. From the drop-down menu, select: approval.
Year you wish to view YTD
information on.
i. You can view up to five
years of history.
ii. You can view a YTD
overview, earnings, and
deductions.
Employee Self Service
Pay/Tax Information

Pay/Tax Information: Pay/Tax Information:

Paycheck Simulator Direct Deposit

7. To access the Paycheck Simulator: 9. To access Direct Deposit information:


a. On the ESS menu, in the left side a. On the ESS menu, in the left side bar,
bar, click: Pay/Tax Information – click: Pay/Tax Information - Direct
Paycheck Simulator Deposit
i. You will be directed to the i. You will be directed to the
Paycheck Simulator screen. Direct Deposit screen.
b. From the drop-down menu, select: 10. To add a primary direct deposit:
pay cycle a. On the Direct Deposit screen, click:
i. You can make simulated Add a primary account
updates to your hours, rate, i. Fields become available to
percentage, amount, marital add bank name or routing
status, exemptions, and number, account number,
deductions. select: account type and
c. To see the simulated changes, click: save.
calculate 11. To edit a direct deposit account:
i. This program displays the a. On the Direct Deposit screen, click:
updated amounts based on edit.
the simulated adjustments. i. Fields become available to
make necessary changes.
Total Compensation 12. To delete a direct deposit account:
a. On the Direct Deposit screen, click:
8. To access Total Compensation: delete.
a. On the ESS menu, in the left side i. Account deleted.
bar, click: Pay/Tax Information – 13. To add a percentage-based account:
Total Compensation a. On the Direct Deposit screen, click:
i. You will be directed to the add a percentage-based account.
Total Compensation screen. i. Fields become available to
ii. You will be able to view add bank name or routing
Total Compensation number, account number,
information. percentage, select: account
type and save.
14. To add an amount-based account:
a. On the Direct Deposit screen, click:
add an amount-based account.
i. Fields become available.
Employee Self Service
Personnel Actions

Personnel Actions: Personnel Actions:

Accessing Personnel Actions Benefit Change

1. To access Personnel Actions: Employee submission – HR approval


a. On the ESS Menu, in the left side
HR is your point of contact for any benefit changes. You
bar, click: Personal Information
will need to submit a Personnel Action for any necessary
i. You will be directed to the benefit changes.
Personal Information
screen. 3. To submit a Benefit Change:
b. On the ESS Menu, in the left side a. On the profile changes screen, click:
bar, click: Add/View Changes Add an Action card.
i. You will be directed to the i. You will be prompted to
profile changes screen. choose a category.
b. Select: Benefit Change
Terminate
i. You will be prompted to
Employee submission – AD/D approval – HR+ES choose an action.
notified/processed c. Select: Benefit Change
i. You will be prompted to
2. To submit a Termination request: choose a reason.
a. On the profile changes screen, click: d. Select: ICMA Contribution, CERF,
Add an Action card. AFLAC, Police Survivor, Coppell Fire
i. You will be prompted to Association, Legal Shield, or Life
choose a category. Secure
b. Select: Terminate i. You will be prompted to
i. You will be prompted to submit an action.
choose an action. e. Complete action fields and click:
c. Select: Terminate Submit
i. You will be prompted to i. You will be directed back to
choose a reason. the Profile Changes screen.
d. Select: Resignation or Retirement Your request will show on
i. You will be prompted to the card.
submit an action.
e. Complete action fields and select:
Submit
i. You will be directed back the
Profile Changes screen. Your
request will show on the
card.
Employee Self Service
Personnel Actions

Personnel Actions: Personnel Actions:

Leave Name Change

Employee Submission – AD/D approval – HR+ES Employee Submission – HR approval -ES


notified/processed notified/processed

4. To submit a Leave request: 5. To submit a Name Change request:

f. On the profile changes screen, click: a. On the profile changes screen, click:
Add an Action card. Add an Action card.
i. You will be prompted to i. You will be prompted to
choose a category. choose a category.
g. Select: Leave b. Select: Other
i. You will be prompted to i. You will be prompted to
choose an action. choose an action.
h. Select: Leave c. Select: Name Change
i. You will be prompted to i. You will be prompted to
choose a reason. choose a reason.
i. Select: FMLA, Military Leave, d. Select: Name Change
Unpaid Leave, or Leave of Absence i. You will be prompted to
i. You will be prompted to submit an action.
submit an action. e. Complete action fields and select:
j. Complete action fields and select: Submit
Submit i. You will be directed back
i. You will be directed back the the Profile Changes screen.
Profile Changes screen. Your Your request will show on
request will show on the the card.
card.

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