Oracle.

r12EmployeeSelfServiceUserGuide

Oracler12 Employee Self Service End User Guide

Table of Contents
ORACLE EMPLOYEE SELF SERVICE.................................................................................................... 3 Personal Information ............................................................................................................................ 3 Online Tax Forms and Employee W2 .................................................................................................. 5 Payment Methods................................................................................................................................. 6 Expense Direct Deposit ........................................................................................................................ 7 View Benefits: Benefits Enrollment ...................................................................................................... 8 Add & Update Beneficiaries ............................................................................................................... 10 How to Read Your Payslip ................................................................................................................. 12 ORACLE PREFERENCES ..................................................................................................................... 15 Change Your Password ..................................................................................................................... 15 Personalize your Date Format............................................................................................................ 15 Enable Email ...................................................................................................................................... 16 ORACLE SELF SERVICE TIME ............................................................................................................. 17 Payroll Exception Time Using Oracle for Salary, Exempt Employees ............................................... 17 Adjustments ........................................................................................................................................ 20 Self Service Time Additional Resources ............................................................................................ 21 ORACLE EMPLOYEE SELF SERVICE: PERFORMANCE MANAGEMENT ........................................ 23 PM - Create and Finish (Submit) Objectives ...................................................................................... 23 PM Track Objective Progress.......................................................................................................... 24 PM Appraisals ................................................................................................................................. 25 PM Review & Finalize Appraisal ..................................................................................................... 26 PM View Historic Ratings ................................................................................................................ 27 PM View Historic Appraisals ........................................................................................................... 27 ORACLE EMPLOYEE SELF SERVICE: LEARNING MANAGEMENT .................................................. 28 OLM Catalog, Course Registration, Skillsoft Catalog, & View E-Learning Offerings................... 28

OLM - View Transcripts ...................................................................................................................... 32 OLM - Unenroll ................................................................................................................................... 33 OLM - Create a Learning Path ........................................................................................................... 34 OLM - Subscribe to an existing Learning Path in the Catalog ........................................................... 36 ORACLE iEXPENSE............................................................................................................................... 37 OIE - Create and Submit an Expense Report using Oracle iExpense ............................................... 37 ACCOUNTS PAYABLE........................................................................................................................... 40 AP - Oracle Invoice Routing and Approval ......................................................................................... 40

Page 2 . 5 December 2013

ORACLE EMPLOYEE SELF SERVICE Personal Information

Clicking Personal Information allows you to maintain the following information: Step 1 2 Click the Personal Information you choose. 3 If you want to . . . Update existing information Add new information Remove inaccurate or expired information Specifics for Updating Emergency Contacts: If you want to . . . Update a contacts information Add a new contact Then . . . Click the radio button in front of the contacts name Click Update Update any information and proceed to next step Click Add
If you want to . . . Add an existing contact to your emergency contacts Enter a new contact Then . . . Click the radio button in front of the contacts name Click Continue Enter or update information and proceed to step 5 Click Continue Enter the contacts information and proceed to step 5

Basic Details (US Only) Ethnicity, Veteran Status Phone Numbers Note: Oracle will redirect you to the SSP site (self-service portal) to update your phone number. Log into SSP using your network credentials and make the updates. Main Address & Other Address (US & Germany Only) Emergency Contacts (US & Germany Only) Action Navigate to Oracle and login. Click FIS Employee Self Service -

Then Click Update Click Add Click Remove

Remove a contact

Click the radio button in front of the contacts name Click Remove Enter the date the individual will cease to be your emergency contact Proceed to next step Page 3 . 5 December 2013

4 5

Update the information by typing into the appropriate fields. Click Cancel or Next. Choice Description Cancel deletes changes and stops the transaction leaving the original information takes you to a review screen Next On the review screen, review the changes to make sure they are accurate. Note items you updated will have a blue dot beside them. Choose Cancel, Printable Page, Back, or Submit. Choice Cancel Printable Page Back Submit Description deletes changes and stops the transaction leaving the original information puts the data into a printable format so you may print a hard-copy for your records choose back if during the review you find something that needs correction submits your changes; you will receive a confirmation statement

6 7

8 Oracle confirms your information was updated. 9 Click Log Out or click Home to return to the Oracle homepage.

Page 4 . 5 December 2013

Online Tax Forms and Employee W2

Online Tax Form (US Only) specifies your tax withholding. The following describes how to modify your withholding information. W2 (US Only) - Click link to Employee W2 to view W2 or instructions on how to proceed.

Step Action 1 After clicking Online Tax Form, you see a summary of your current withholdings. Federal Information - You may make changes to your Federal withholdings from this site. State Information - A link to your states tax form is provided. This link does not update your record; the form must be printed, filled out, and returned to your Payroll Administrator or 2 3 HR Manager for entry. To Update your Federal Information, click Update. Make necessary changes to the following fields:
Field Filing Status Allowances Additional Amount Withheld FIT Exempt Description Single, Married, or Married but Withhold at a Higher Single Rate Enter a value from 1-99 (Note - you may not exceed 99 (State or Federal) allowances) Enter (in any) any additional dollar amount you wish to be withheld check box if you are exempt from withholding

Agreement- to continue from this screen, you must read the Agreement section. If, and only when, you agree with the information on your screen, click I Agree

5 6

Click Continue Choose Cancel, Printable Page, Back, or Submit. Choice Cancel Printable Page Back Submit Description deletes changes and stops the transaction leaving the original information puts the data into a printable format so you may print a hard-copy for your records choose back if during the review you find something that needs correction submits your changes; you will receive a confirmation statement

7 Oracle confirms your information was updated. 8 Click Log Out or click Home to return to the Oracle homepage.

Page 5 . 5 December 2013

Payment Methods (US Only)

Step Action 1 Click Payment Methods to see a summary of your currently selected payment methods. To change this information, choose either Add Deposit Payment, Update, or Delete.

To Action To add an additional account, complete the following fields: Add Deposit Amount Payment This field will only show if there is more than one existing direct deposit account. If there is only one direct deposit account, 100% of your pay (or remaining pay) will deposit into this account. If there are two or more accounts, you will be able to choose the deposit amount for each account. Account Name - The name that appears on the account (i.e. Jan L. Jones) Account Type Account Number Transit Code Bank Name Bank Branch to correct information on an existing account Update to remove an existing account Delete 2 If . . . Adding a Deposit Payment You are updating information Are Deleting an Account 3 Then . . . Review the information; continue to next step Update the Information, and click Apply Click Continue

Choose Cancel, Printable Page, Back, or Submit. Choice Cancel Printable Page Back Submit Description deletes changes and stops the transaction leaving the original information puts the data into a printable format so you may print a hard-copy for your records choose back if during the review you find something that needs correction submits your changes; you will receive a confirmation statement (see next step)

4 Oracle confirms your information was updated. 5 Click Log Out or click Home to return to the Oracle homepage.

Page 6 . 5 December 2013

Expense Direct Deposit - (US Only)

Expense Direct Deposit allows you to view and maintain to what accounts your expense payments are made. ! Important Expense Direct Deposit only maintains Expense deposits not Payroll deposits. You should only complete these steps if you wish for your Expense payments to be direct deposited into an account other than your normal Payroll Direct Deposit account. Changes made here do not impact Payroll Direct Deposit. The following steps explain how to . . . add a new Direct Deposit Account (DDA), update information on an existing DDA, or remove a DDA. Step Action 1 Log into Oracle Employee Self Service, and click Payment Methods. You see a summary of your currently selected payment methods. Select the radio button next to the account you wish to Delete or Update, or to add an account, continue to next step. 2 Click Add, Update, or Delete.

If . . .
Add

Then . . .

To add an additional account complete the following fields: Account Type Transit Routing Number Account Number Update to correct information on an existing account Delete to remove an existing account (skip to step 4) 3 4 5 Add or Update information and then click Apply. Click Next. Choose Cancel, Printable Page, Back, or Submit. Choice Cancel Printable Page Back Submit 6 Oracle confirms your information was updated. 7 Click Log Out or click Home to return to the Oracle homepage. Description deletes changes and stops the transaction leaving the original information puts the data into a printable format so you may print a hard-copy for your records choose back if during the review you find something that needs correction submits your changes; you receive confirmation (see next step)

Page 7 . 5 December 2013

View Benefits: Benefits Enrollment (US Only)

Support Technical Assistance - http://employeesupport.fnfis.com/Pages/wfMain.aspx or reset your password by going to https://ssp.fnfis.com Benefits Assistance 888.839.5819

Step Action 1 Navigate to Oracle, and click Employee Self Service 2 3 Click View Benefits The Dependents page appears. You are not required to elect coverage on all individuals listed. If . . . Then . . . You wish to update information on one of Click Update your dependents Make Changes Click Apply Click Next to proceed with annual enrollment You wish to add a new dependent (spouse Click Add Another Person or child) Complete Fields Click Apply Click Next to proceed with annual enrollment No changes or additions are necessary Click Next to proceed with annual enrollment 4 The Benefits Enrollments page displays a snapshot of your default benefits. ! Important If you do not complete the enrollment process, the benefits indicated on this page will be your benefits! Exception - You must reelect your Flexible Spending Account and Health Spending Account. Neither will automatically restart next year! To proceed with enrollment, click Update Benefits. 5 Review each section of the Update Benefits: Update Enrollments page, and click the box beside the option you choose. ! Important You must either elect or waive coverage for each benefit! Tip Clicking recalculate displays your cost per-pay-period for the benefits you elect or change the annual contribution. Click Next.

Page 8 . 5 December 2013

The Update Benefits: Cover Dependents page appears. Review each section, and ensure a checkmark appears in the Cover box beside the dependents you want to cover (add the checkmark if it does not). If . . . Then . . . You wish to add a dependent that is Click Add Dependents and return to Step 3. not listed Everything is correct Click Next

The Update Beneficiary page appears. Designate beneficiaries for the basic, company-paid plans shown below. The beneficiary selection made here applies to all plan-types requiring beneficiary assignment including supplemental plans you elect. You may edit your beneficiary designations at any time. Refer to Add & Update Beneficiaries Job Aid for further information. Click Next when finished.

The Elect Benefits: Add Primary Care Providers page appears. If . . . Then . . . Your health plan requires you to add Optional - Enter it here; click Next a Primary Care Provider Warning If you do not name a primary care provider, your insurance provider will select one for you! You do not need to add Primary Care Click Next Providers

10

A confirmation of your benefits election appears; review carefully to ensure accuracy. If . . . All elections are correct Then . . . Click Printable Page A printable page will appear; select file print; click x to close the printable page window Click Finish to submit your elections Click Logout to exit Oracle You find a mistake and need to make Click Finish to save the initial election immediate corrections to your You will return to the Benefits Enrollment page; selections click Update Benefits Return to Step 5 You need to make corrections at a Return to Step 1; you may complete this later date process multiple times during your enrollment period.

Page 9 . 5 December 2013

Add & Update Beneficiaries (US Only)

To add or update beneficiaries for your company-paid and voluntary life insurance plans, follow the instructions below. By assigning a beneficiary, you make it clear who should receive proceeds of your benefits in the event of your death. New - You may designate a trust or organization as a beneficiary. Complete and submit the form found at the link below and wait for confirmation the trust or organization is setup for designation. You may then log back into Oracle and make the beneficiary election.
http://www.fisandme.com/emp/HR/payroll/Payroll%20and%20Oracle%20Documents/Beneficiary%20Trust%20or%20Or ganization%20Setup.xsn

Step Action 1 Log into FIS Employee Self Service, click View Benefits, you see a summary of your benefits elections. To add or update beneficiaries, click Add Beneficiaries (or Update Beneficiaries). 2 The Dependents and Beneficiaries page opens revealing a snapshot of persons in your profile. If . . . You wish to update information on one of the individuals Note- if you requested a Trust setup, it will appear as a contact on the list You wish to add a new dependent or beneficiary Then . . . Click Update Make Changes Click Apply Click Next to proceed Click Add Another Person Complete Fields Click Apply Click Next to proceed Click Next to proceed

No changes or additions are necessary (you will use individual(s) already listed as your beneficiaries) or you will assign an Organization

Page 10 . 5 December 2013

The Add Beneficiaries page opens. Please designate beneficiaries for the basic, companypaid plans shown below. The beneficiary selection made here applies to all plan-types requiring beneficiary assignment including supplemental plans you elect. You may edit your beneficiary designations at any time. For those you wish to assign as a beneficiary, enter the % of the benefit s/he should receive.

! Important
The % totals for the primary column and contingent column must equal 100%. Tip Click Recalculate to view your percentage totals.

Organization To assign an organization as the beneficiary, click the blue flashlight in the Organization field, in the search field, enter search criteria and click Go (leave blank query all organizations), click the radio button for the correct organization and click Select. The organization will populate on your list of contacts for definition.
Beneficiary Type Primary Contingent Defined Your first choice(s) for beneficiary. You may have multiple primary beneficiaries receiving percentages of the benefit to equal 100%. Your backup choice(s) for beneficiary if the primary beneficiary is deceased.

4 5

After assigning beneficiaries for all benefits listed, click Next. A confirmation of your beneficiary assignment appears; review to ensure accuracy.

If . . . You find something you wish to correct You wish to print a copy of the confirmation statement

Then . . . Click Back and return to step 3 Click Printable Page A printable page will appear; select file print; click x to close the printable page window Click Finish to submit your elections Click Logout to exit Oracle You wish to save a copy of the Click Confirmation Statement confirmation statement Click Save Save the file at the desired location You wish to save and submit your Click Finish beneficiary assignments Click Logout to exit Oracle

Page 11 . 5 December 2013

How to Read Your Payslip (US Only)

Step 1 2 Action Log into FIS Employee Self Service, click Payslip, choose the Payslip you wish to view, and click Go The following sections are included on your payslip; see below for an explanation of each or click the title here to link to the respective section of this guide. Payperiod and Salary Summary Hours and Earnings Rate Details Hourly Employees Only Pre-Tax Deductions After-Tax Deductions Taxes Accruals vacation, personal choice holidays, sick Tax Withholding Information Net Pay Distribution Other Information

Pay Period and Salary

This section shows you the following: a summary of how you are paid (for example, weekly or semi-monthly), the current period for which you are being paid (start and end date), and your rate of pay (annual salary or hourly wage).

Summary

This section shows a summary of the following broken out by the current pay period and the year-to-date total: your gross pay your salary before deductions are taken deductions taken out pre-tax for example, 401k contributions, health, and dental insurance premiums deductions taken out post-tax for example, short term and long term disability your net pay this is the amount you take home after you pay taxes, social security, Medicare, and your benefit election premiums

Hours and Earnings

This section outlines what types of hours and earnings are included in both the current pay period and the year-to-date history of your payroll. For example, you can see for how many holiday, personal choice holiday, and sick hours

Page 12 . 5 December 2013

you have been paid and the corresponding dollar amount, how many regular salary hours you have been paid and the corresponding dollar amount, and Group Term Life Insurance (GTL) imputed taxable earnings on the company-sponsored benefit. Note this is added to your payroll history for tax purposes. Fidelity pays for the insurance coverage; however, you are responsible for paying the taxes on the insurance premium.

Rate Details Hourly Employees Only

This section explains the break out of all hours including holiday hours, sick hours, personal choice holiday hours, or overtime hours. The following describes the meaning of each section of rate details: Rate your hourly rate of pay Hours the number of hours for which you are being paid at this rate for this type of hours Multiplier if you are being paid at a rate of pay different from your normal pay (for example, overtime) see example below . . . Amount the total you have been paid for this type of yours for the year Multiplier 1 1.5 (time and a half) 2.0 (double time) Amount (total, ytd) $240.00 $360.00 $480.00

Multiplier Illustration Rate (Hourly) Hours $30.00 8 $30.00 8 $30.00 8

Pre-Tax Deductions

This section outlines your payroll deductions that are taken from your paycheck before taxes are calculated. Examples of pre-tax deductions include your health and dental insurance premiums and 401(k) deductions. The current deduction and the total deducted year-to-date are summarized in this section.

After-Tax Deductions

This section outlines your payroll deductions that are taken from your paycheck after the taxes you owe are calculated; in other words, you pay taxes on these deductions. Examples of after-tax deductions include your short and long term disability deductions.

Page 13 . 5 December 2013

Taxes

This section summarizes the taxes you are paying for the current time period and the total taxes you have paid year-to-date. The tax group includes Federal Tax,

State Tax (if applicable), Social Security, and Medicare.

Accruals

This section summarizes your paid-time-off. Here you can see how much time you accrued for the current time period and what your balance is for personal choice holiday, sick, and vacation hours for the year. Note if there is discrepancy between your balance shown and what you believe to be your actual balance, please contact your HR Administrator / Generalist.

Tax Withholding Information

This section summarizes the choices you made on your Federal W-4 Tax Withholding form and your state tax withholdings, if applicable. For example, here you will see how you choose to have your taxes taken out, at a single rate or at a rate that includes dependents. ! Important even if you are married, if you choose to claim no dependents for your withholding, your marital status will reflect as, single!

Net Pay Distribution

This section summarizes to where your earnings are deposited. For example, if you have your paycheck being deposited into two bank accounts, you can see how much is going into each account. To maintain or edit your pay distribution, return to Employee Self Service and click Payment Methods.

Other Information

This section summarizes any other pertinent information, for example, the dollar amount the company matched to your 401(k) for this pay period.

TP Pay Distribution

This section summarizes any earnings you received from a third party if

applicable.

Page 14 . 5 December 2013

ORACLE PREFERENCES Change Your Password

Step 1 2 Action Log into Oracle, click Preferences

Scroll down to the Change Password section 3 Complete the following fields: Enter your Old Password Enter the New Password Enter the New Password a second time in the Repeat Password field Click Apply You receive confirmation that the change was successful.

4 5

Personalize your Date Format

Step 1 2 Action Log into Oracle, click Preferences Under General Preferences Regional click the Date Format dropdown menu and make your selection

3 4

Click Apply Click Home to return to the Oracle Navigator Page or Logout to exit Oracle.

Page 15 . 5 December 2013

Enable Email
Enable e-mail in your preferences, to receive notice of approvals and required actions via email. ! Important You must complete this the first time you log into the system! You will only have to do this one time. Your settings will be saved for subsequent logins. Step 1 2 Action Log into Oracle, click Preferences Under General Preferences Notifications - Email Style (scroll down) choose HTML Mail with Attachments.

3 4

Click Apply Click Home to return to the Oracle Navigator Page or Logout to exit Oracle.

Page 16 . 5 December 2013

ORACLE SELF SERVICE TIME Payroll Exception Time Using Oracle for Salary, Exempt Employees
Introduction / Your Responsibility All salary, exempt employees are required to enter their exception time in Oracle Self Service Time. (see FIS and Me Payroll and Oracle HR Tools page for the Oracle Payroll Time Entry Schedule that includes the deadline to make your entries for each pay period). Exception time includes the following types of time (see section, Additional Resources and Training, for an explanation of each): Bereavement Personal Choice Holidays Sick Taken Unpaid Personal Days Vacation Taken Step 1 Action Log into Oracle, and click Self Service Time - Time 2

Click Create Timecard 3 Using the dropdown box beside Period, select the time period for which you wish to enter time. Notes In the dropdown box, the period will default to the current time period. You will forecast your time. After the pay-period ends, if the actual time differs from your forecasted time, you may edit your entry (see section, Adjustments). You may complete timecards for the current pay period and up to two forward; you may make changes to the current pay period and up to two timecards prior (see section, Adjustments). If you incur sick time after youve submitted your exception time, you should adjust your timecard with the actual hours!

Select the Hours Type for your exception

Page 17 . 5 December 2013

Find the appropriate date; in the box underneath, enter the number of exception hours.

Exception time should only be entered in increments of eight (8) hours. Note - If you have more than one type of exception time (for example, both personal holiday and vacation time) in the same period, you will need to add additional rows to enter each type of hours. Add additional rows by clicking, Add Another Row. 6 When finished entering your exception time, choose one of the following:

Choice Cancel Save Continue

Defined clicking cancel erases the timecard, and you will start anew for this time period clicking save saves the timecard for you to complete at a later date (it will not submit to your manager) clicking continue takes you to a review page to verify your entry and ensure it is accurate

Choose the correct action below based on the option you chose in the step above. If you Then clicked . . . You will be directed to the Time Entry page. Cancel Click Create Timecard to recreate the canceled timecard, and refer to section, Enter Time You will receive a confirmation of the save. Save To reopen the timecard, from your homepage, click Self Service Time then Timecard Search. Select the saved timecard. Continue to next step. Continue Review your timecard for accuracy, and choose one of the following: Choice Cancel Defined Clicking cancel erases the timecard and you will start anew for this time period Exception - if you saved the timecard, when you click cancel, your timecard will revert to the last saved version. If you find something during your review that needs to be corrected on your timecard, click back to return to the timecard. If your timecard is accurate, click submit. When you click submit, your timecard is sent to your manager requesting review and approval. Your screen will show a confirmation statement.

Back Submit

Page 18 . 5 December 2013

Important Notes & Tips

Comments

The Comments section of your timecard allows you to type, in free-form text, notes to your manager about your time If you receive an error while entering your time, see section Additional Training and Resources to review a log of errors and their meaning. Clicking Show Accrual Balances will show your remaining paid-time-off for the calendar year. Clicking Recalculate will show the total hours you have entered thus far for each date on your timecard

Error Messages Time Balances Totals

Page 19 . 5 December 2013

Adjustments
The following are steps you should take if . . . you saved your timecard and need to update and resubmit you make a mistake on your timecard your manager disapproves your timecard any changes are necessary after you have submitted your timecard

Notes You may make changes to timecards that are up to two time periods prior to the current period. Each pay period, the current timecard will lock for a couple of days while payroll runs. If you find you are unable to open a timecard for editing, please try again in a day or two.

Step 1 2 Click Time Entry 3

Action Log into Oracle; click Self Service Time - Time

Timecards you recently created will appear on your screen. You will see the status of each card.

4 Locate the appropriate timecard, and select Update or Details. Choice Update Details Defined clicking update opens your timecard so you may make necessary changes; continue to step 5 below clicking details will show you a picture of the timecard and what you have entered (to exit details, click Return to Recent Timecards)

! Important Never delete a timecard that has been processed by payroll. Tip - What if I need to enter time to a locked Oracle timecard (because the timecard is aged more than 2 previous pay periods)? Complete the adjustment form and submit to your HR Representative for approval. 5 When Updates are complete, choose Save then Continue and Submit. Note each time you make changes to your timecard, choose Save, Continue, and Submit, and your time entry will be resubmitted to your manager for approval

Page 20 . 5 December 2013

Self Service Time Additional Resources

Legend of Errors The following describes the meaning of Oracles Time Entry error messages. If . . . you receive an error message you receive a warning message
Name 24-MAX Per Day

Then . . . you will be unable to submit your timecard until you resolve the issue you may submit your timecard without making the recommended changes
Error Prevents an employee from entering more than 24 hours in a single day A warning to the employee that they have entered more than 14 hours in a single day Prevents an employee from entering more hours of an absence earning (for example, vacation) than their standard work day Prevents an employee from entering more than 3 days of Bereavement in a pay period Prevents an employee from exceeding their accrual balances Action / Other

Type Error

14-MAX Per Day

Warning

Exceeds Standard Hours

Error

If you believe there is a discrepancy with your standard hours balance, please contact your HR Administrator

Bereavement Max

Error

Exceeds Accrual Balance for the following types of time: - Personal Holiday - Vacation - Sick

Error

1. Check your balance to ensure you have enough hours to deduct time 2. If you believe your accrual balance is incorrect, contact your HR Administrator Note Your paid-time-off is accrued; you may not use hours prior to earning Continued on next page

Page 21 . 5 December 2013

Payroll Elements Hours BEREAVEMENT PAY HOLIDAY JURY DUTY MILITARY LEAVE Used To . . . Report Bereavement Time Taken Who is eligible for this payroll element? All Full Time Employees

PERSONAL CHOICE HOLIDAY SICK TAKEN UNPAID PERSONAL DAY VACATION TAKEN VOLUNTEER TIME

Report company-paid holiday time Report time you are required to go to Jury Duty Report hours for pay reimbursement; FIS pays the differential between Military Salary and FIS Salary when an employee is called to duty (Reserves) Report the use of the Personal Choice Holiday

All Full Time Employees All Full Time Employees All Full Time Military Reserves Employees

All Full Time Employees

Report Sick Time Taken Dock employees

All Full Time Employees Salary Employees (both Exempt and Non-Exempt) All Full Time Employees

Report Vacation Time Taken

Report the 8 hours per year All Full Time Employees allotted for volunteering

Page 22 . 5 December 2013

ORACLE EMPLOYEE MANAGEMENT

SELF

SERVICE:

PERFORMANCE

PM - Create and Finish (Submit) Objectives

Step 1 2 3 Click Go to Task icon for Set Objectives line item 4 Click Create Objective 5 6 Type the Objective Name Enter the objective's Start Date (typically January, 1 unless related to a project with a later start date) Note Enter date in the following format or use the calendar icon:01JAN-2010 Weighting Scale default to medium, to change, click the Weighting Scale dropdown list and choose the priority relative to other objectives Low, Medium, or High. 8 On the Details tab type specific details about the objective, its measurement and success criteria. Field Objective Details Description Enter a specific description of the objective and its components. Example - For the objective, Develop Negotiation Skills, describe why your responsibilities demand this competency and the benefits of achievement. Enter details about how you will accomplish the objective and measure success. Example - For the objective, Develop Negotiation Skills, describe actions you plan to take to become proficient (complete training) and behaviors or results that demonstrate achievement (receive a positive customer response). For quantitative measures, specify a target value and a unit of measure, such as a number, currency unit, or period of time. Example - For the objective, Increase Sales Revenue, specify a revenue target ($25,000 USD). Action Log into Oracle, and click FIS Employee Self Service Click Performance Management

Measurement Criteria

Page 23 . 5 December 2013

When finished entering the objective's details, click Apply. You receive a confirmation message that your objective(s) was added. Tip - if entering additional objectives, click Apply and Create Another, and then repeat the above steps.

10 11

Click Return to Performance Management to finish setting (submit) your objectives.

Click Go to Task icon for Finish objective setting line item 12 13 Use Notification Message field to type a note to your manager (the individual who will approve your objectives), and then click Finish to submit for approval. You will see the Set objectives and Finish objective setting tasks are not available. You may not add, delete, or edit objectives until the mid-year or annual appraisal window opens. Click Logout to exit Oracle.

PM Track Objective Progress

Step 1 2 3 Click Go to Task icon for View Current Objectives line item 4 5 Track your objective by entering comments. 6 7 When finished, click Apply. You return to the Performance Management Task List where you may complete another task, click Home to return to Oracle Navigator page, or click Logout to exit Oracle. Your objectives appear. To open an objective, click the Show link Action Log into Oracle, and click FIS Employee Self Service Click Performance Management

Page 24 . 5 December 2013

PM Appraisals
Step 1 2 3 Click Go to Task icon for UPDATE APPRAISAL line item 4 5 The My Appraisals page opens. Click the Update icon to initiate the appraisal. Your appraisal opens, and your already-created objectives are brought into the form. To begin entering details about your accomplishment of each objective, click the Update Details icon for the first objective. Tip To add an additional objective to your appraisal, click Add Objective. The Update Objective page opens. You may enter objective tracking information and Comments on the objectives completion. 7 8 9 10 11 12 13 When finished updating the objective's comments and measure details, click Apply and Update Next to proceed with updating the next objective. Once you've updated all objectives, click Apply. You return to the Appraisal: Overview page. If you are ready to submit for your manager to review and approve, click Continue. The Appraisal: Review page opens. Review your objectives and your overall appraisal. Click the Show link to view the individual objective details. When finished reviewing, click Share with Main Appraiser to submit. Action Log into Oracle, and click FIS Employee Self Service Click Performance Management

Use Notification Message field to type a note to your manager (the individual who will approve your objectives), and click Submit. You receive confirmation that your appraisal is routed to your manager for review / approval.

14

Click Home to complete additional action in Oracle, or click Logout to exit.

Page 25 . 5 December 2013

PM Review & Finalize Appraisal

! Important This step is required to be eligible for your annual salary review!

Step Action 1 Navigate to Oracle, enter your credentials, and click Login 2 3 4 Click Go to Task icon for UPDATE APPRAISAL line item 5 6 The My Appraisals page opens. Click the Update icon to initiate the appraisal. If you wish to . . . Finalize your appraisal Then . . . Click Provide Overall Feedback 7 Proceed to the next step Click Printable Page Select File Print Close the printable page window Click Provide Overall Feedback Proceed to the next step Click FIS Employee Self Service Click Performance Management

Print the notification (your appraisal) then finalize your appraisal

Optionally type a response in the Feedback on Overall Rating field; when finished, click Submit.

You return to the Oracle Navigator page where you may complete another task, or click Logout to exit Oracle.

Page 26 . 5 December 2013

PM View Historic Ratings

Step Action 1 Navigate to Oracle, and click FIS Employee Self Service 2 3 4 Click Performance Management In the top right corner under Quick Links, click My Information Click the Performance tab to see the ratings

PM View Historic Appraisals

! Important You must have completed the review & finalize your appraisal step (acknowledged your appraisal) to access this information Step Action 1 Navigate to Oracle, and click FIS Employee Self Service 2 3 4 Click Performance Management In the upper, left corner, click the Appraisals tab A list of your completed appraisals appears, click the Details icon for the appraisal you wish to view The appraisal opens; scroll down to the individual objectives and click Show to open each objective To view the individual objective comments and rating, at the bottom, left of the objective details, click Show All Details o o If data was entered, Appraised Performance column shows the rating If data was entered, Overall Performance column shows the comments

Page 27 . 5 December 2013

ORACLE EMPLOYEE MANAGEMENT

SELF

SERVICE:

LEARNING

OLM Catalog, Course Registration, Skillsoft Catalog, & View E-Learning Offerings
Step 1 2 3 Action Navigate to Oracle and login. Click FIS Employee Self Service Click Learner Home You arrive at the Learner homepage. On the right side, browse the catalog by clicking the category links(for example, Leadership College). Tips: Skillsoft offers a collection of self-study materials and courses that you may access on-demand by clicking the Visit Skillsoft Catalog button. Search - At the top, use the course search to query a specific course and click Go.

You may also view the Catalog by clicking the Catalog tab. The Learning History tab provides a view of your training transcripts.

Once you click into a category and the appropriate sub-category (if applicable), you will see a list of the associated courses. Click the appropriate Course Name. Tip- if you are sure this is the course for which you wish to register, click the Choose or Enroll in Class icon and skip to step 8

Review the course information including Description, Objectives, and Offering type. The Offering is the method in which the course is delivered classroom, virtual, etc. Click the appropriate Offering Name link.

A list of the classes available for registration appears. Click the Class Name link for more details. Tip if you already know the one for which you wish to register, click the Enroll icon

7 8

on the appropriate line. Review the Class details; click Enroll. The Enroll screen appears. Review the details and scroll down to Enrollment Justification. Click the blue flashlight. Page 28 . 5 December 2013

The Search page opens, click Go to query a list of justifications from which to choose.

10

Click the radio button to select the appropriate justification, and click Select.

11 12

You return to the Enroll page, click Review. Review the enrollment details, and optionally type comments to the course approver. You will see the approver(s) listed at the bottom of the page.

13 14

Click Submit You receive confirmation of your registration. You will receive notification when required approvals are complete. To check status of your request, click Requested Learning at the top of the learner homepage.

15 If . . . You are finished / you registered for an offline offering You registered for an online offering and wish to view it (Note if manager approval is required you will have to wait for your manager to first approve) 16 Then . . . Click Home to complete another task in Oracle, or click Logout to exit. Proceed to the next step

On the Learner Homepage under Enrollments you will see the course, click Play and wait for your content to load. ! Important Disable your popup blocker!

Page 29 . 5 December 2013

17

The first section of the module will open in a new window in the OLM Content Player. Tip expand your browser window for optimal viewing Then . . . Utilize the gray toolbar to save, print, navigate, and view the document
PRINT ZOOMIN/OUT

If . . . The module is a text (Word, Power Point, Excel, .PDF, etc.) file

SAVE

NEXTPAGE/ PREVIOUSPAGE

VIEWIN ADOBE

The section of the module is an elearning module

Utilize the player controls to rewind, play, fast-forward, adjust the volume, view the Table of Contents (TOC), or Exit (X)

Note if you receive the following warnings upon launching your content, click Run and Yes

18

When finished with the section, to proceed to the next section and/or to view the class outline click the outline icon in the upper left panel of the player window. Click the links to

sections to open. 19 To return to the Learner Homepage at any time or when finished, click the Home icon in the upper right corner of the player window.

Page 30 . 5 December 2013

20

You return to the Learner Homepage. You may click Play and restart the module at any time. When you complete the module, click Move to History to move your completion to your Learning History Transcripts (see section, OLM View Transcripts).

21

Click Home to complete another task in Oracle, or click Logout to exit.

Page 31 . 5 December 2013

OLM - View Transcripts

Step 1 2 Action Navigate to Oracle and login. Click FIS Employee Self Service Click Learner Home Tip to skip the Learner Home page, click Learning History You arrive at the Learner homepage. At the top, click the Learning History tab. You will see transcripts of historic, completed courses. Click External Learning and expand to view transcripts from previous Learning Management Systems and Skillsoft.

3 4

Tip click Next 10 to view additional records

Click Home to complete another task in Oracle, or click Logout to exit.

Page 32 . 5 December 2013

OLM - Unenroll

Step 1 2 3

Action Navigate to Oracle and login. Click FIS Employee Self Service Click Learner Home The Enrollments section will show the classes for which you are enrolled. To Unenroll, click the Unenroll icon on the line-item (note some courses have cancellation policies). Note If your manager has not yet approved your training request, the Unenroll button will be grayed-out. If you need to cancel during this time, please ask your manager to reject your enrollment request. ! Important You are subject to the course cancellation policy. Please review before choosing to Unenroll.

Use the drop-down menus to select the new status, Cancelled, and your Reason.

5 6

Click Finish You receive worklist notification of your enrollment status change, the Learning History tab shows the class as cancelled, and your manager receives notification of your cancellation. Tip If you are not seeing all notifications you expect in your worklist on Oracle homepage, click Full List, and then in the View chose All Notifications and click Go. The worklist will populate with all notifications.

Page 33 . 5 December 2013

OLM - Create a Learning Path

A learning path is a virtual grouping of courses that helps learners to achieve progression goals that a single course cannot address. Learning Paths are a sequence of Courses grouped together and tracked as a whole. To meet the objective of the learning, a Learner focuses on completing the Courses in the suggested sequence. Learners and managers have the ability to create learning paths within OLM. These Learning Paths generally serve individual needs, and thus do not appear in the general Catalog for other Learners to see. Only Learning Paths created from the Administrator interface are visible in the general Catalog. The following explains how you may create a learning path for your learning: Step 1 2 Action Navigate to Oracle and login. Click FIS Employee Self Service Click Learner Home

3
Under Learning Paths, click Create

The Create Learning Path page appears. Complete the following fields:
Field Name Description Completion Target Notification Target Description Enter the learning path name Enter the description of what you hope to achieve by creating and completing this path Optionally enter the timeframe in which you should complete the components of the learning path/ Optionally enter the number of days before the completion target you wish to receive a reminder.

5 6 7

Click Next The Select Courses page appears, click Add Courses Search using course name key words and click Go.

Page 34 . 5 December 2013

Courses matching the query appear, click the Select box for each you wish to include and click, Apply

9 10

Click Next Optionally enter a completion target and notification target for each course. When finished, click Submit.

11

You receive confirmation that your Learning Path was created, and you see it listed on the Learner Home page under Learning Paths. You may click the link to the Learning Path at any time to view your progress (OLM automatically marks courses as complete when you finish), to edit or reorder the sequence of courses in your learning path, and to find offerings of the courses in which to enroll.

Page 35 . 5 December 2013

OLM - Subscribe to an existing Learning Path in the Catalog

Step
1 2 3

Action
Navigate to Oracle and login. Click FIS Employee Self Service Click Learner Home You arrive at the Learner homepage. On the right side, browse the catalog by clicking a If a Learning Path exists in the category / school, after category / school. clicking the category / school name, you will see it listed under Learning Path. Click the link to the Learning Path Name.

4 5

Click Subscribe You receive confirmation of your subscription. Click Home: Current Learning in the upper, left corner of the page to return to Learner Home.

You will see the new learning path listed on the Learner Home page under Learning Paths. You may click the link to the Learning Path at any time to view your progress (OLM automatically marks courses as complete when you finish) and to find offerings of the courses in which to enroll.

Page 36 . 5 December 2013

ORACLE iEXPENSE OIE - Create and Submit an Expense Report using Oracle iExpense
Step 1 Action Navigate to Oracle and login Tip if you enable e-mail in your preferences, you will receive notice of approvals and required actions via e-mail. 2 3 4 Click Internet Expenses responsibility Click Create Expense Report Choose the expense template o FIS Corporate - the template that the general FIS employee should use o FIS Billable Template - select if expenses will be billed to a client o FIS Travel Advance - select if you are approved for an advance by the Travel Group Enter the Justification the reason for the expenses listed on the report or the title of the report Click Save Click Next If . . . Then . . . You do not have credit card You do not see this page; proceed to next step transactions to import below You have credit card They will be listed on this page transactions to import Select the one(s) you wish to import by clicking in the Select box in front of the expense. Use the Note you are required to report previous 10 / next 10 arrows to navigate through on charges 30 days and older credit card transactions Click Next Dispute If you have a charge Enter the details for each expense including that requires dispute, please expense type and justification contact o ! Important if you select Hotel as the travel.department@fisglobal.com expense type, you are required to itemize the hotel and the hotel-tax as separate line items. Complete the following: Click the Details icon on the Hotel line-item Under Itemized Business Expenses in the center of the line-item details page, you will see one itemization for the hotel-stay. Complete the itemization information for

Page 37 . 5 December 2013

this line-item, including Justification. Remember to adjust the Itemized Receipt Amount to not include the taxes you will itemize on the next line. Click Add Another Row to include the hotel-tax. For Expense Type, select Hotel Taxes, and complete the other required itemization fields including Itemized Receipt Amount for taxes-only and Justification. Click Return to go back to the expenses page. Click Next

6 If . . . You have nonAmerican Express expenses to report

Travel Advance report one line item with expense type travel advance and populate with the amount. For Merchant Name, enter the name of the employee receiving the advance.

Then . . . Click on the appropriate tab receipt-based, mileage, or per diem

Click the line item Details icon to enter the details for each item including date, receipt amount, expense type, justification, and merchant name (Note - if you have items to itemize, click the details icon, click Itemize, complete itemization information, click Return) Tip refer to step 5 above for specifics on hotelitemization and itemization in general

Click Next

You do not have Click Next receipt-based, mileage, or per diem expenses 7 The Create Expense Report: Expense Allocations page appears - your allocations default to your assigned company, operation, and function (COF). Review default information. ! Important Never change the default allocations for FIS Travel Advance. If . . . You find data needs correction Then . . . that Enter the correct information on the line item. You may search by clicking the flashlight icon next to the field. o ! Important If your expense needs to be allocated to a

Page 38 . 5 December 2013

foreign company (i.e. international GL), change the Company number to 1001, and place your foreign company allocation in the Intercompany field as shown below with 2114 (UK). For a listing of foreign companies, contact I-Expense@fisglobal.com.

Tip to update multiple lines, click the select box for each line, click Update Allocations, enter the change, and click Apply.

Repeat for any other line items; when finished, click Next, and continue to next step.

The COF defaults are Click Next, and continue to next step. correct 8 9 Review the expense report and click on the tabs for a breakout of the information. When finished, click Submit. If . . . Then . . . If your Expense Report does not require The Expense Report will be sent to your expense receipts to be submitted manager for approval. Once approved, Accounts Payable will process the report and issue payment. Click Logout. You wish to return to Home Page Click Return Click Upload Receipts Click Add Files Click Browse and navigate to where your expense receipt is saved on your machine (you may scan receipts or photograph them and save in .pdf format). Repeat and Browse for each receipt. Click Finish in the upper right corner Click x of the Transcepta browser window. Logout of Oracle

Your Expense Report requires submission of receipts Note Receipts are required for cash expenses $10 and more and corporate credit card expenses $75 and more Travel Advance if you submitted a travel advance expense report, include the Travel Advance Form as your receipt. Post-travel, submit a regular expense report accounting for your cash expenses.

Page 39 . 5 December 2013

ACCOUNTS PAYABLE AP - Oracle Invoice Routing and Approval

Introduction You are required to review and approve invoices charged to your business unit before they can be processed and paid by Accounts Payable (AP). This job aid describes the steps to review, edit distributions, and approve invoices sent to you from AP. ! Important - When an invoice is ready for your review or approval, you will receive an email from Oracle. To ensure you receive the email, you must enable e-mail in your preferences. It is important to review each invoice that you approve and ensure the charges are distributed to the correct operation. You have the ability to route an invoice for approval if it is out of your Schedule of Authorization (SOA). Please approve invoices in a timely fashion so that we avoid third party late fees. You have 6 days to act upon invoices. You will receive one notification and one reminder to do so. On day 6, if no action has occurred, the notification will be escalated to the next manager with an e-mail requesting action. On day 9, if no action has been taken, the invoice is returned to AP.

Support - If you need additional assistance, contact FIS Support Center. http://employeesupport.fnfis.com

Step 1

Action You will receive email notification that you have an invoice pending approval or you may see the notification in your Oracle worklist. You may click the notification link from the email and arrive at the Oracle login screen, or you may log directly into Oracle. If you have difficulty logging into Oracle, contact 800.448.8625 (domestic) or http://employeesupport.fnfis.com .

On the Oracle Navigator page, your Worklist will show the invoice needing approval. In the Subject column, click the hyperlink to the invoice.

The invoice approval request opens; review the invoice details. If the invoice amount is within your SOA, you will see the Approve for Payment button; if it is out of your SOA, you will see the Route for Approval button which will forward the invoice to the next manager with the appropriate SOA. The invoice charge defaults to a general expense account. Before approving, you must define the operation(s) to which the invoice should be expensed or charged; it is also helpful to define the operation(s) before routing for approval. Under References, click the View Additional Invoice Details link. Proceed to next step. Page 40 . 5 December 2013

Note Under Related Applications, you have two links. Link Description Invoice Image Click here to view an image of the invoice information and/or any attachments. Attachment View Additional The invoice charge defaults to a general expense account. You must define the operation(s) to which the invoice should be expensed or Invoice Details charged. View Additional Invoice Details is the link to make these edits.

4 The Interactive Invoice Details screen opens. Under Line: expand the Show link. 5 You will see one line item defining the entire invoice amount to one allocation the general expense account you must edit.

If . . . Then . . . You wish to Tip If you know the account, charge the entire Click the blue search icon you may type it into the field. invoice amount to The account Search and Select Screen Opens one account Enter parameters (such as the company.operation.function to which you wish to charge the invoice) to query account combination options. Click Search. o Tip - Use the blue flashlight search icon to query the accounts. Under Results, click the Select radio button for the line item with the correct account combination o Note If the combination you need does not appear, click Create. This account combination is saved and available for query in the future. If you enter an invalid account combination, you will receive error messages. Click the Select button You return to the Enter Distributions screen and see the line item redefined

! Important If your expense needs to be allocated to a foreign company (i.e. international GL), change the Company number to 1001, and place your foreign company allocation in the Intercompany field as shown below with 2114 (UK). For a listing of foreign companies, contact I-Expense@fisglobal.com.

Page 41 . 5 December 2013

You wish to split the invoice amount across separate accounts

Complete the steps outlined above for the first line item / first account distribution as if you were charging it all to one account When you return to the Enter Distributions Screen, click Add Another Row, Repeat the steps above for the additional distribution; repeat until all distributions are entered.

When all distributions are entered for this invoice, choose from the following:

Choice Save and Return to Notification Cancel and Return to Notification

Description Click to save the distributions and return to the notification where you may submit and approve the invoice. Click cancel to exit the Enter Distributions screen without saving changes.

Note on FA Accounts When charging invoices to the 3 Fixed Assets Accounts, additional fields are required. These will appear after clicking Save or Save and Return to Notifications. When using the following accounts, please populate the criteria outlined below.
FA Account 154103 PPE Clearing Account (FA SL) (PPE) Property, Plant, Equipment 174101 Software Clearing Account (FA SL) 141203 Prepaid Maintenance Clearing Acct (FA SL) Populate the following fields . . . FA Category Repeat Save information outlined above to proceed FA Category Repeat Save information outlined above to proceed FA Category # of Months to Amortize Amortization Date Depreciation Expense Account Repeat Save information outlined above to proceed

You return to the Notification Details screen. Remember that you may also view the invoice and its attachments (refer to step 3). After reviewing the invoice and updating your distributions, choose from the following: Action Approve
Route for Approval Reject

Description When you click approve, you grant AP permission to process and pay the invoice as you allocated. The invoice will disappear from your worklist. When you click Route for Approval, the invoice is routed to the manager who will approve. When you click reject, you are not approving for the invoice to be processed. The invoice will return to AP.! Important - Before you reject an invoice, you should type the reason into the Approver Comments section of the notification details page. This will give AP the feedback to edit the invoice so that it can be
approved. This function is used if you want to delegate another employee to approve or reject the invoice for you.

Reassign

Page 42 . 5 December 2013

When you click Request Information, you will complete a form requesting additional data from AP about the invoice. The notification will disappear from your queue until AP responds and resends the notification for approval with the response to your inquiry. You return to the Oracle Navigator Page where you may approve another transaction, complete another task within Oracle, or logout of the application.

Request Information

Page 43 . 5 December 2013