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PeopleSoft 9.2 Implementation

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Personal Information

Transcript of PeopleSoft Training Video: Personal Information

  1.  Login to https://my.utrgv.edu
  2. Select the PeopleSoft Icon under Applications.
  3. Navigate to the Employee Self Service Menu.
  4. Click the NavBar button to easily access functions
  5. Select Navigator icon
  6. Select HRMS
  7. Select Self Service and Personal Information
  8. To view and edit Personal Information, select Personal Details
  9. Under Personal details, you can edit various categories.
  10. To edit your Addresses, select Addresses.
  11. To edit Telephone numbers and Email Addresses, click Contact Details
  12. To add Telephone numbers, click the plus (+) symbol
  13. Under Phone number, select type of phone number
  14. Select Preferred is it is the preferred telephone contact number.
  15. Then enter your phone number and click save
  16. You may edit an existing phone number by selecting it. Once the changes have been made, click Submit.
  17. You may also delete a phone number by selecting Delete. Click Yes or No to confirm selection.
  18. To add Email Address, click the plus (+) symbol.
  19. Select type of Email.
  20. Preferred email will always be your UTRGV email account.
  21. Enter your Email Address and press Save
  22. You may also edit and existing Email Address by selecting it.
  23. Once changes have been made, click Save.
  24. You may also delete an email address by clicking Delete. Click Yes or No to confirm deletion
  25. To update Marital Status, click Martial Status
  26. Under Martial Status, select your Martial Status and the date of the event through Start Life Event.
  27. You can select the date by clicking the Calendar icon in the input box.
  28. Select Name to edit your name.
  29. Once the changes have been made, click Save. Your changes will be Pending for Approval.
  30. To edit Ethnic Groups, click Ethnic Groups.
  31. Under Ethnic Groups, your Ethnic Groups are listed. To edit, click the Edit Button.
  32. Review your information and select save once changes have been made.
  33. To Edit or Add Emergency Contacts, click Emergency Contacts
  34. You may edit an existing Emergency Contact by selecting the Emergency Contact Name.
  35. While editing Emergency Contacts, select if the Emergency Contact is the Preferred contact.
  36. You can also the address of your Emergency Contact by clicking Add Address.
  37. Add Emergency Contact Phone Number by clicking the plus (+) symbol or edit the existing number by selecting the number.
  38. You may delete the Emergency Contact clicking Delete.
  39. Once changes have been made, click Save.
  40. You may add additional Emergency Contacts by clicking the plus (+) symbol and applying the Name and Relationship to you. As well as adding the Emergency Contact's Phone Number.
  41. Review all of your information and click Save.
  42. Click Additional Information to view.
  43. Additional Information summarizes other personal information (Date of Birth, Social Number, Start Date). This section is view only.
  44. Click Veteran Status to edit.
  45. Under Veteran Status, in the Self-Identification section you may select the option that best describes you.
  46. Review your information and click Submit. Select OK to confirm.

 

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