Getting Started with Employee Access®

Getting Started with Employee Access® Using Employee Access®, you can view up to 3 years of pay statements and tax statements online at your convenience, safely and securely. Depending on the features offered by your company, you may also be able to manage your direct deposit accounts and health benefits, and enter timecard information. Tips for Using Employee Access 2 Help with Sign-In and Security 3 Viewing Your Pay Statements Online 4 Managing Your Direct Deposits 5 Viewing Your Tax Statements Online 8 Additional Features 9 Here's How to Register You must complete the one-time registration process in a web browser window on a PC. a Mae, or a mobile device. You can't register using the ADP') Mobile Solutions mobile app. Get your personal registration code 1. Go to 2. On the Welcome screen. click Register Now. Welcome! Please enter your User ID Fagot yaw Wstl $ Popo )our PossworCP Am erne user? CA 66110/ ACM 1 3. Employees - Enter your first and last name as they appear on your pay statement, your date of birth, and Social Security number. Contractors - Click Register as a contractor (1099). enter your Social Security number or Tax ID Number (TIN), and complete the remaining required fields. Do you use a middle name or a suffix but you aren't sure where to put it? Your middle initial goes in the First Name field (John R) and your suffix goes in the Last name field (Smith Jr). First, we need to verify your identity airy Deo 0 %QOM Sectrily Water *AMA' 6 . 1966 - — V On vet • Peke *rale in • wearier (z390) iii••••• CNC IL If you get a message that there isn't a match for your credentials, speak to your company's payroll contact. 4. Check the box to let us know you aren't a robot. As an added layer of security, you may be asked to answer a question about an image. Just in case you need it, there's help available under the image. 5. A Personal Registration Code is required to continue. Check your email address and click Send Code. Only a portion of your email address is displayed. If what you see doesn't look correct. speak to your company's payroll contact. Copyright © 2013-2017 ADP. LLC. ALL RIGHTS RESERVED. 1 ADP PROPRIETARY AND CONFIDENTIAL. EFTA00300888 Enter your code and finish registering 1. Check your email for your Personal Registration Code. Enter it on the next screen and click Next. This personal registration code is valid for 15 calendar days after it was first issued. If you try to use your code after 15 calendar days, you'll be prompted to request a new one. 2. Enter the user ID and password you want to use to sign into Employee Access. User ID: must be 4 to 64 characters and may include upper and lowercase letters (A-Z, a-z), numbers (0-9), and any special characters except spaces, $, !, and #. Password: Must be 8 to 20 characters and may include upper and lowercase letters (A-Z and a-z), numbers (0-9), spaces, and special characters. It must include at least one letter and one number, and is case-sensitive. Your password can't include the same character in four or more consecutive positions (for example, AAAa is valid, but AAAA is not valid) and can't have four or more sequential characters, in ascending or descending order, in a row (for example, ABCD and 4321 are not allowed). a 3. For your security, you must select security questions and provide a unique answer for each one. If you forget your sign-in information, you'll be asked to enter the answer to one of the questions to verify your identity. You may be asked to enter additional personal information, which will be used only for verification. 4. At the bottom of the page, indicate that you have read and agree to the terms and conditions. 5. Click Next to go to the Employee Access Dashboard. Tips for Using Employee Access Once you complete your registration, go to or use the link in your Welcome email to sign into Employee Access. We suggest that you bookmark the address in your browser so it's easy to find later. • Passwords expire every 180 days. You'll be prompted to change your password when it expires. For your security, an email is sent to the email address on file when your password is changed. • If you have any issues signing in or if you have questions about the data you see in Employee Access, speak with your company's payroll contact. Which Browsers Can I Use? On a PC On a Macs • Safari') 7.1 and above • Microsoft Internet Explorer 9 and above • Google ChromeTm 32 and above • Firefox® 31 and above Want Access on the Go? 0 Once you're registered on , you can also use the ADP Mobile Solutions app (on an Applee or Android1" mobile device, or your device browser) to view your pay statements and tax statements online. For more information, speak with your company's payroll contact. To manage direct deposits, you must use Employee Access in a web browser on a PC or a Mac®, not on a mobile device. Copyright © 2013-2017 ADP, LLC. ALL RIGHTS RESERVED. 2 ADP PROPRIETARY AND CONFIDENTIAL. EFTA00300889 Help Forgot 1. 2. with Sign-In and Security Your User ID? Forgot Your Security Answers? Ask your company's payroll contact to request that ADP reset your security questions and answers. Need to Change your Password? Go to Click Forgot your User ID. 3. Enter your first name. last name, and email address and click Next. 1. Go to and sign in. 4. For your security, you may be asked to enter additional personal 2. Click My Settings. 5. information, which will be used only for verification. Click Next. Enter the answers to your security questions and click Next. 3. Under Password, enter your current password, and then enter your new password twice, to confirm. 6. Your User ID is displayed. Click Next to sign in. 4. Click Save. Forgot Your Password? 1. Go to 2. Enter your User ID and click Next. 3. Click Forgot your Password. 4. For your security, enter the answers to your security questions. You may be asked to enter additional personal information, which will be used only for verification. 5. Click Next. 6. Enter your new password twice to confirm and click Save. 7. Click Next to sign in. Need to Change Your Email Address? If you need to change your email address, ask your company's payroll contact to update it for you. Copyright © 2013-2017 ADP, LLC. ALL RIGHTS RESERVED. 3 ADP PROPRIETARY AND CONFIDENTIAL. EFTA00300890 Viewing Your Pay Statements Online The convenience of online pay statements is available to you every pay period through Employee Access. Pay statements are available on the actual date paid. View My Pay Statement Online 1. Sign into To protect your personal data, your pay information is hidden when you open Employee Access. 2. Click View Pay. The total gross pay, taxes, deductions, and take home pay are displayed for the most recent pay statement. 3. To view totals for a prior pay statement, click the down arrow ( v ) next to the current pay date and select the pay date you want. 4. To view the details for a pay statement. select Pay in the menu on the left and then select the pay statement you want to view. Up to 3 years of pay statements are available. Print My Pay Statement There are 2 ways to print your pay statement. From the Dashboard 1. Click the down arrow ( v ) next to the current pay date and select the pay date you want. 2. Click Download Pay Statement to open the statement in your PDF reader. 3. Print the statement. From the Pay Statements page 1. In the left menu, click Pay. 2. A list of pay statements is displayed. Click the statement you want, and then review the statement details. 3. Scroll down to the bottom of the page and click Print. Can I Stop Getting a Paper Copy of My Pay Statement and Just Get It Online? Yes you can, using the Go Paperless option! 1. On the Dashboard, click My Settings. 2. Under Statements, select Go Paperless. 3. Review the Terms and Conditions. 4. Select Pay Statement, and then click I Agree. A link is provided so you can review and print the signed Paperless Terms & Conditions any time you want. You'll receive an email confirming that you have opted to Go Paperless. Depending on your payroll cycle, you may receive 1 or 2 paper vouchers before the paperless option takes effect. What If I Change My Mind and Want to Receive Paper Pay Statements Again? If you change your mind, you can turn off Go Paperless at any time. 1. On the Dashboard, click My Settings. 2. Under Statements, deselect Go Paperless. You will receive an email confirming that you have opted to receive paper pay statements. You can still access your pay statement online at any time using Employee Access. What Do I Do If I Don't See the Go Paperless Option? Speak with your company's payroll contact. Copyright © 2013-2017 ADP, LLC. ALL RIGHTS RESERVED. 4 ADP PROPRIETARY AND CONFIDENTIAL. EFTA00300891 Managing Your Direct Deposits Direct deposits are available in Employee Access only if your company offers this feature. You can have up to 4 direct deposit accounts. Add a Direct Deposit Account 1. On the Dashboard, click Add Direct Deposit. If you already have a direct deposit set up. click Update Direct Deposit and then click Add an Account. 2. Enter your bank's 9-digit routing number, an optional Bank name, and click Next. Use the account information from the bottom of a voided check from the account, not a deposit slip. 3. Enter your bank account number twice to confirm, and click Next. You have to type the number. You can't copy and paste it. 4. Select how much of your pay you want to deposit into this account and click Next. • A specific dollar amount — enter the amount • A percentage of my pay — enter the percentage • All of my pay / the rest of my pay 5. Select the Account Type, Checking or Savings. 6. Enter an optional name for the account (a nickname) and click Next. 7. Review and accept the terms and conditions and click Done. The account details are displayed on a tile on the Direct Deposit page. If you have another direct deposit account, click Add an Account and repeat the steps to set up the account. 8. At the top of the page, click Save. Change a Direct Deposit Account 1. On the Dashboard, click Update Direct Deposit. 2. Click Edit for the account you want to change. 3. Update the account information and click Done. 4. At the top of the page, click Save. Delete a Direct Deposit Account 1. On the Dashboard, click Update Direct Deposit. 2. Click for the account you want to delete. 3. Click Delete. 4. At the top of the page, click Save, and then click OK. Can I Cancel My Changes? If you make changes and decide you want to undo them, click Reset at the top of the page. All changes since your last save will be undone. Can I Stop Direct Deposit for One Paycheck? Ask your payroll contact to stop your direct deposit when processing the payroll. What If there's Money Left Over after Pay Is Deposited into My Accounts? Any money that's left over will be issued to you as a paper check. If you don't want a paper check, make sure you choose "the rest of my pay" for one of your accounts. Will I Get a Confirmation of My Changes? Whenever your direct deposit information is changed, you'll get an email confirmation. If you get an email confirming that changes were made and you didn't make them, speak to your company's payroll contact immediately. Copyright © 2013-2017 ADP. LLC. ALL RIGHTS RESERVED. 5 ADP PROPRIETARY AND CONFIDENTIAL. EFTA00300892 Direct Deposit Examples You want $200 deposited into a savings account, and the remaining amount in a paper check. SowInas $ 200 ••al ply circa toe You want $200 deposited into a savings account, and the remaining amount deposited into a checking account. 1111 Savings 200 ea< h pay petal Eda a S 1W Chocking Rest of my pay each pay period I FOR You want 50% deposited into a checking account, and the remaining amount deposited into a savings account. 1111 Checking 50% NO pay period Savings Rest of my pay each ray peeled Ede You want 75% of your pay deposited onto a paycard. and 25% deposited into a savings account. 1111 Paycard 75% •ach Day Ptflocl Edit a 1W SrAngs 25% nth pay Now I Ea a You want $200 deposited into a savings account, $300 deposited into a checking account, and the remaining amount in a paper check. ads 1111 Savings 200 nth pay period /Edit a Chocking $ 300 each pay period AI Ed. a Tips for direct deposits • The total of your percentage deposits can't be over 100. • If you want to deposit 100% of your pay into one account, make sure you don't have any other accounts set up. • For a paycard or pre-loaded debit card, choose Checking as the Account type. You may want to use Paycard as the nickname for the account. Copyright © 2013-2017 ADP. LLC. ALL RIGHTS RESERVED. 6 ADP PROPRIETARY AND CONFIDENTIAL. EFTA00300893 Direct Deposit FAQs Which account type (Checking or Savings) do I select if I want all or part of my pay to be deposited to a paycard or pre-loaded debit card? Checking. Can I set up a direct pay account to pay a monthly bill, like my mortgage or a utility bill? No. Direct deposit is available only for bank accounts with a routing number and an account number. What does Reset do? Click Reset to undo any changes you made to your deposit accounts since the last time you saved in this session. What is a routing number and where do I get it? It's a nine digit number that identifies your bank. You can find it on the bottom of a voided check from the bank account. I don't have a voided check. Can I use a deposit slip? The deposit slip doesn't show the bank's routing number, but you can contact your bank to get the number. I added my direct deposit information but still received a check. When will my direct deposit start? Typically with your next pay. Check with your company's payroll contact for the exact date. Why don't I see an option to enter my direct deposit details in Employee Access? Speak to your company's payroll contact, who must activate the feature that allows you to manage your own direct deposits. Can I change my direct deposit accounts using ADP Mobile Solutions? No. At this time, you can only manage your direct deposits using Employee Access on the web. When will my pay be available in my account? Usually on your pay date, although you may be able to view your pay statement in Employee Access 1 day before your pay date. I made changes to my direct deposits but didn't get an email confirmation. What should I do? In Employee Access, click My Info. Make sure your email address is correct. If needed, ask your company's payroll contact to update it for you. I didn't receive a direct deposit payment, a paper check, or a pay statement. What happened? Notify your company's payroll contact immediately. Can I manage my HSA direct deposit accounts using Employee Access? No, this information must be maintained by your company's payroll contact. Copyright © 2013-2017 ADP. LLC. ALL RIGHTS RESERVED. 7 ADP PROPRIETARY AND CONFIDENTIAL. EFTA00300894 Viewing Your Tax Statements Online W-2s and 1099s are available in Employee Access starting with tax year 2015 for W-2s and 2016 for 1099s. You'll still get a paper copy of your tax statement. Your online tax statement is exactly the same as your paper tax statement. How do I view my W-2 or 1099 online? 1. Sign into 2. On the Dashboard under Tax Statements, select the tax year you want. Tax Statements TEST COMPANY sxxx.xxx CI Rev" (Current as ot 0102a016) Jr. Do :load Tax Statement • For W-2s, click to Hide or Reveal your W-2 Box 1 wage amount on the Dashboard. • Select Download Tax Statement to view and print your W-2 or 1099. • If you have more than one W-2 or 1099 for the tax year you selected, you'll see all of them (up to 5) listed. When is my W-2 or 1099 available online? Your W-2 or 1099 will be available soon after your company processes the last payroll of the year. How many years of tax statements are available online? 3 years of tax statements are available, starting with tax year 2015 for W-2s and 2016 for 1099s. Why don't I see my tax statement in Employee Access? Speak with your company's payroll contact. What do I do if there's an error on my tax statement? Speak with your company's payroll contact. Why is the information on my paper tax statement different from the online version? It's possible that the W-2s or 1099s for your company were updated and you haven't received a revised hardcopy yet. The "Current as of" date is displayed for W-2s. At this time, it is not displayed for 1099s. Copyright © 2013-2017 ADP, LLC. ALL RIGHTS RESERVED. 8 ADP PROPRIETARY AND CONFIDENTIAL. EFTA00300895 Additional Features For more information about any of these features, speak with your company's payroll contact. Health Benefits If you are enrolled in Benefits, you'll see a summary of those benefits in Employee Access. 2016 Benefits $117.96 ID Hide Deductions pet Pey Period As of 07-11-2016 MCCW.41 Due Cross Glue Shield R. Vitton Blue Cross Blue Stiold HCSC 0 view all benefit, $40.95 $3704 $2t43 To see your current benefit deductions, click Reveal. If you are already enrolled, click View Benefits to see your current benefit deductions. Since you already signed into Employee Access, you don't need to sign in again! Important: Access is provided if your employer purchased a health policy through Automatic Data Processing Insurance Agency, Inc. If you are a new hire or it's an open enrollment period, you'll see an open enrollment countdown with a link to enroll today. The options you see vary depending on the Benefit features offered by your company. Important: Your employer must have their health & benefits managed through ADPIA and have the online benefits administration option. Benefits ENROLL TOOAY 0 Current Benents Retirement If you participate in an ADP 401(k) plan and you have a balance, you'll see the Retirement section when you sign into Employee Access. Just click Reveal to see a snapshot of your retirement savings account. Retirement Retirement Aciltli) &sane. $54.769.85 4000 Galva V0000000( ci) OSSA Ce co tow 40.0 re 40 Tow •004 For in-depth information and to manage your plan, click Go to my 401(K) to go to your ADP 401(k) Participant website. Since you already signed into Employee Access, you don't need to sign in again! Time If your company uses eTimecard solution or ADP's Time & Attendance for RUN Powered by ADr, you can manage your time in Employee Access. The Time section varies depending on the Time features offered by your company. eTimecard Timecard PM 2:59 C Time & Attendance Your Time Ask your company's payroll contact to check RUN Help & Support for guides that can help you get started. Copyright © 2013-2017 ADP, LLC. ALL RIGHTS RESERVED. ADP and Employee Access are registered trademarks of ADP, LLC. Apple and Mac are registered trademarks of Apple, Inc., registered in the U.S. and other countries. Android is a trademark of &ogle. All other trademarks are the property of their respective owners. ADP PROPRIETARY AND CONFIDENTIAL. EFTA00300896