© 2010 ADP, Inc. | 1 Self Service Connection Users Guide.

© 2010 ADP, Inc. | 1

Self Service Connection Users Guide

© 2010 ADP, Inc. | 2

Information Found in this Presentation

• SSC Registration Quick Reference

• Logging into the ADP System

• New Hire Enrollment

• Acknowledging Company Policies

• Requesting/Cancelling/Reviewing Time Off

• Your Pay & Taxes Tasks

• Change Direct Deposit

• Change Tax Withholding

• Accessing/Editing personal information

• Your Benefits – Viewing Compensation and Benefits, Make Changes, Qualifying Events

• Record a Life Event (Qualifying Event)

© 2010 ADP, Inc. | 3

Optomi’s Self-Service Connection offers employees the following options:

•24/7/365 access to personal and company information

•New hire benefit enrollment

•Benefits renewal during defined open-enrollment periods

•Change Benefits due to a Qualifying Event

•View Payroll Information

•View Benefits Documents

•Optomi Contacts:1. Optomi Internal Employees – Amber Castleberry

[email protected]

2. Optomi Consultants – Veronica Medellin [email protected]

© 2010 ADP, Inc. | 4

Getting Started

Log on to the self-service web-site by typing the following address: https://portal.adp.com

© 2010 ADP, Inc. | 5

First Time RegistrationPlease have the following on hand:

1. Past Earnings Statement

© 2010 ADP, Inc. | 6

Enter the registration pass code of optomi-pay

optomi-pay

© 2010 ADP, Inc. | 7

• Enter your personal information to verify your identity.Note: The fields that are available on this page are located on the top of your Earnings Statement.

– Co. – 6MJ for Optomi employees– Co. – 6MK for Consultants

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Create your user ID and create your password to log in to your ADP service.

© 2010 ADP, Inc. | 9

Select three security questions and enter security answers to protect your account. Answers must be at least 2 alphanumeric characters long and are not case sensitive. Be sure to choose answers you can remember.

© 2010 ADP, Inc. | 10

Enter your contact information to receive security notifications from your company or ADP. This is how ADP will deliver your activation code to you via e-mail or Text, depending on the method of delivery you choose.

© 2010 ADP, Inc. | 11

Enter the activation code you received from ADP (via email or text).

Note: You may need to wait longer for an activation code to arrive by email or Text. There can be a delay due to Internet traffic, your service provider, firewalls, etc.

© 2010 ADP, Inc. | 12

Finalizing the Registration Process

Review your information and click Submit.

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You are now ready to access Self Service Connection

• The system will guide you through several screens where you will have the opportunity to build your personal profile.

Jsmith@optomi

RollTide

© 2010 ADP, Inc. | 14

To enroll as a New Hire or make a change due to a qualifying event, click Review/Change Benefits

Note: Our Web site contents may vary.

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To Enroll, click start and “Walk me through my benefits”


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Add Your Dependents

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Selecting Your Benefit Coverage


© 2010 ADP, Inc. | 18

Reviewing and Saving Your Benefit Elections

© 2010 ADP, Inc. | 19

Print a Benefits Summary

© 2010 ADP, Inc. | 20

The Resources Page – Find Company Information, Benefit Forms, and other important information


© 2010 ADP, Inc. | 21

Acknowledging Company Policies


© 2010 ADP, Inc. | 22

Acknowledging Company Policies (Continued)

© 2010 ADP, Inc. | 23


© 2010 ADP, Inc. | 24


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© 2010 ADP, Inc. | 26

Requesting Time Off

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Requesting Time Off (Continued)

© 2010 ADP, Inc. | 28

Canceling Paid Time Off

© 2010 ADP, Inc. | 29

Viewing My Time Off History

© 2010 ADP, Inc. | 30

Requesting Paid Time Off

© 2010 ADP, Inc. | 31

Canceling Paid Time Off

© 2010 ADP, Inc. | 32

Benefits – Personal Accrued Time

© 2010 ADP, Inc. | 33

Your Pay & Taxes Tasks

You can perform tasks such as:

• View pay statements

• Select notification options

• Set up and edit direct deposit

• Change tax withholding information

• Access the W-4 calculator

• View annual statements


© 2010 ADP, Inc. | 34

The Pay & Taxes Menu


© 2010 ADP, Inc. | 35

Viewing Pay and Taxes - Menu Options


© 2010 ADP, Inc. | 36

Viewing Pay Statements


© 2010 ADP, Inc. | 37

Selecting Notification Options


© 2010 ADP, Inc. | 38

Pay & Taxes – Base Pay History

© 2010 ADP, Inc. | 39


Setting Up Direct Deposit

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Setting Up Direct Deposit (Continued)

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Editing Direct Deposit

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Editing Direct Deposit (Continued)

© 2010 ADP, Inc. | 43


Changing Tax Withholding Information

© 2010 ADP, Inc. | 44

Changing Tax-Withholding Information (Continued)


© 2010 ADP, Inc. | 45

Accessing Personal Information


© 2010 ADP, Inc. | 46

Viewing Personal Information


© 2010 ADP, Inc. | 47

Viewing Personal Information (Continued)


© 2010 ADP, Inc. | 48

Updating Personal Information


© 2010 ADP, Inc. | 49

Updating Personal Information (Continued)


© 2010 ADP, Inc. | 50

Viewing Emergency Contacts


© 2010 ADP, Inc. | 51

Adding Emergency Contacts


© 2010 ADP, Inc. | 52

Viewing Dependent Information


© 2010 ADP, Inc. | 53

Updating Dependent Information


© 2010 ADP, Inc. | 54

Viewing Personal Information

© 2010 ADP, Inc. | 55

Editing Address Information

© 2010 ADP, Inc. | 56

Editing Phone Number Information

© 2010 ADP, Inc. | 57

Adding Dependents

© 2010 ADP, Inc. | 58

Adding Emergency Contacts

© 2010 ADP, Inc. | 59

Your Benefits

You can view and/or update your benefit information, such as:

– View current compensation and benefits– View pending benefits summary– View/print your benefits statement– Compare benefit plans– Enroll in benefits– View/edit beneficiary plan assignments – Record a life event

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Viewing Compensation and Benefits


© 2010 ADP, Inc. | 61

Viewing Compensation and Benefits (Continued)


© 2010 ADP, Inc. | 62

Viewing/Printing Benefits Statement


© 2010 ADP, Inc. | 63

Viewing/Printing Benefits Statement (Continued)


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Comparing Benefit Plans


© 2010 ADP, Inc. | 67

Comparing Benefit Plans (Continued)


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Viewing Plan Details


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Recording a Life Event


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Recording a Life Event (Continued)


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Recording a Life Event (Continued)


© 2010 ADP, Inc. | 72

Terms & Conditions

© 2010 ADP, Inc. | 73

Reviewing Your Benefit Elections

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