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PeopleSoft myHR: New Employee OnboardingTraining and Reference GuidemyHR: New Employee OnboardingContentsmyHR: New Employee Onboarding . 1Introduction to OnboardingIntroduction to Onboarding . 1Welcome to the University of Missouri!As a new employee, you will need to provide us with some information so that you can complete theonboarding process and we can properly process you in our administrative system. Onboarding refersto completing the following forms: Personal Data, Direct Deposit, W-4, I-9 and AppointmentNotificationIt is recommended that once you start a form you complete it. To complete these forms, you willneed your Social Security Number, checking/saving account information, and Visa information (ifapplicable).You should have received an email from the University (see examples below). If you are a student,this email may appear slightly different. If you did not receive this email, please contact your campusHR office. Follow the steps in the email to complete the onboarding process. (Note: This email mayappear in your spam/junk folder instead of your inbox.) For step-by-step instructions, refer to thecorresponding lesson in these training materials.Example Emails . 2Completing the Onboarding Forms . 4My Personal Information Form. 4My Direct Deposit Form . 9My Federal and State Tax Info Form .11My I-9 Information . 14Additional Onboarding. 19Appointment Notification Form . 19Veteran Status and Disability . 22Veteran Status . 22Disability. 24Bayh Dole (Invention Assignment)Agreement . 25Copyright 12/3/2021 University of MissouriDate modified: 12/3/2021Page 1 of 25Division of IT PeopleSoft [email protected]

PeopleSoft myHR: New Employee OnboardingTraining and Reference GuideExample EmailsFaculty/Staff Example:Figure 1: University of Missouri New Employee (Faculty/Staff) Example EmailCopyright 12/3/2021 University of MissouriDate modified: 12/3/2021Page 2 of 25Division of IT PeopleSoft [email protected]

PeopleSoft myHR: New Employee OnboardingTraining and Reference GuideFigure 2: University of Missouri New Employee (Student) Example EmailCopyright 12/3/2021 University of MissouriDate modified: 12/3/2021Page 3 of 25Division of IT PeopleSoft [email protected]

PeopleSoft myHR: New Employee OnboardingTraining and Reference GuideCompleting the Onboarding FormsMy Personal Information FormAfter clicking the Onboarding Welcome tile, a checklist displays a list of forms youmust complete. The Last Updated date is your hire date. The first form you mustcomplete is the Personal Data form.1. Click the My Personal Information checklist item.Copyright 12/3/2021 University of MissouriDate modified: 12/3/2021Page 4 of 25Division of IT PeopleSoft [email protected]

PeopleSoft myHR: New Employee OnboardingTraining and Reference Guide2. Your Personal Information, Step 1 of 2: Address and PhoneComplete the fields on this page so that your address andphone information is accurately recorded by the university.a. Fields marked with an asterisk (*) are required.Note: If you have existing information in the system(e.g., former employee who is rehired), your previousdata may display in the forms. Update thisinformation accordingly.b. If you are unsure of what to enter in a field, use thelook up feature (magnifying glass) when available.c. If your mailing address is different from your homeaddress, clear the Mailing address is the same ashome address checkbox. Enter the appropriateaddress in the Mailing Address fields that appear.d. When you are finished, click the Next button.Copyright 12/3/2021 University of MissouriDate modified: 12/3/2021Page 5 of 25Division of IT PeopleSoft [email protected]

PeopleSoft myHR: New Employee OnboardingTraining and Reference Guide3. The second page contains University specific information. Complete the fields on this page so that your personal information is accuratelyrecorded by the university.Copyright 12/3/2021 University of MissouriDate modified: 12/3/2021Page 6 of 25Division of IT PeopleSoft [email protected]

PeopleSoft myHR: New Employee OnboardingTraining and Reference Guidec. Although they contain similar information, you are required to complete both the Highest Education Level and Highest Degree fields. TheHighest Degree field allows for more specific degree information.Copyright 12/3/2021 University of MissouriDate modified: 12/3/2021Page 7 of 25Division of IT PeopleSoft [email protected]

PeopleSoft myHR: New Employee Onboardingf.Training and Reference GuideIf "Alien authorized to work" is selected for the Citizenship Status, the Visa/Permit Type field will display and require a selection.4. When you are finished entering information, click the Submit button.5. Your Onboarding Checklist shows the My Personal Information form as complete.Copyright 12/3/2021 University of MissouriDate modified: 12/3/2021Page 8 of 25Division of IT PeopleSoft [email protected]

PeopleSoft myHR: New Employee OnboardingTraining and Reference GuideMy Direct Deposit FormThe next form you will complete is the Direct Deposit form.1. Click the My Direct Deposit checklist item.2. Your Direct Deposit Information, Step 1 of 1Complete the fields on this page so that your paycheck canbe successfully deposited. Fields marked withan asterisk (*) are required.a. Enter your bank’s Routing Number andyour Account Number in theirrespective fields. If you’re unsurewhere to find this information, clickthe View check example link to launchan image of a check that shows wherethese numbers are located.Note: If you have existing informationin the system (e.g., former employeewho is rehired), your previous datamay display in the forms. Update thisinformation accordingly.b. After entering a Routing Number, thename of the bank will display so thatyou can confirm your entry.c. To ensure accuracy, you will berequired to enter your AccountNumber twice.d. Select the Account Type (Checking orSavings).e. Click the Submit button.Copyright 12/3/2021 University of MissouriDate modified: 12/3/2021Page 9 of 25Division of IT PeopleSoft [email protected]

PeopleSoft myHR: New Employee OnboardingTraining and Reference Guide3. Click Yes when the Message dialog window appears. The window will close and the form will be directed to the next approver, if any.4. Your Onboarding Checklist shows the My Direct Deposit form as complete.Copyright 12/3/2021 University of MissouriDate modified: 12/3/2021Page 10 of 25Division of IT PeopleSoft [email protected]

PeopleSoft myHR: New Employee OnboardingTraining and Reference GuideMy Federal and State Tax Info Form1. Click the My Federal and State Tax Info checklist item.2. Your Federal and State Tax Information, Step 1 of 1: Submit W4 DataComplete the fields on this page so that your federal and state tax information is accurate.Fields marked with an asterisk (*) are required.Note: If you have existing information in the system (e.g., former employee who is rehired), your previous data may display in the forms. Updatethis information accordingly.Copyright 12/3/2021 University of MissouriDate modified: 12/3/2021Page 11 of 25Division of IT PeopleSoft [email protected]

PeopleSoft myHR: New Employee OnboardingTraining and Reference Guidea. If you are tax exempt, there are fields available to indicate this for both federal and state. If you have questions about your elections,contact your tax preparation specialist.b. Click the Click to Sign button.3. You must provide your electronic signature on the W-4. Enter the User ID you were providedin the onboarding email into the User ID field and your newly created password into the UserPassword field.Click the Sign button.Copyright 12/3/2021 University of MissouriDate modified: 12/3/2021Page 12 of 25Division of IT PeopleSoft [email protected]

PeopleSoft myHR: New Employee OnboardingTraining and Reference Guide4. The electronic signature appears. Click Submit.5. Click Yes when the Message dialog window appears. The window will close and the form will be directed to the next approver, if any.6. Your Onboarding Checklist will now show the W-4 form as complete.Copyright 12/3/2021 University of MissouriDate modified: 12/3/2021Page 13 of 25Division of IT PeopleSoft [email protected]

PeopleSoft myHR: New Employee OnboardingTraining and Reference GuideMy I-9 InformationThe fourth form you will complete is your I-9 form.1. Click the My I-9 Information checklist item.2. Your I-9 Information, Step 1 of 2: Section 1. Employee Information and Verification.Complete the fields on this page so that your employment eligibility information is accurate. Fields marked with an asterisk (*) are required.Copyright 12/3/2021 University of MissouriDate modified: 12/3/2021Page 14 of 25Division of IT PeopleSoft [email protected]

PeopleSoft myHR: New Employee OnboardingTraining and Reference Guidea. In the Form Data section, click the Instructions, Acceptable Documents, and Handbook for Employers (M-274) links to read allinstructions carefully before completing the form.b. Your name in the Personal Info section appears after you enter your first and last name in Section 1. After entering your name, verify itdisplays correctly in the Personal Info section.Copyright 12/3/2021 University of MissouriDate modified: 12/3/2021Page 15 of 25Division of IT PeopleSoft [email protected]

PeopleSoft myHR: New Employee OnboardingTraining and Reference Guidec. When you enter your Social Security Number the numbers will not display. If you need to verify you have entered the correctinformation, click the View link. The Social Security Number field is required. If you do not have a SSN at the time you are completingSection 1, enter 999999999 in this field. This field will be updated once you obtain your SSN and present it to your campus HR office.d. If you enter an e-mail address, make sure it is a valid email address to avoid problems with submission of your I-9. Also, if you enter aphone number, please only enter a 10-digit number beginning with area code.3. After completing the employee information section, you must checkmark the correct attestation of citizenship.Note: If “An alien authorized to work” is selected, one of the following document numbers must be provided to complete Form I-9: An AlienRegistration Number/USCIS Number OR Form I-94 Admission Number OR Foreign Passport Number.4. Click the Click to Sign button.Copyright 12/3/2021 University of MissouriDate modified: 12/3/2021Page 16 of 25Division of IT PeopleSoft [email protected]

PeopleSoft myHR: New Employee OnboardingTraining and Reference Guidea. In the Message dialog window, confirm that the information listed is correct (First and Last names, SSN and Date of Birth) and click Yes ifthe information is correct or No if you need to go back and edit something.b. You must provide your electronic signature on the I-9.Enter the User ID you were provided in the onboarding email into the User ID field, your new password into the User Password field, andclick Sign.Copyright 12/3/2021 University of MissouriDate modified: 12/3/2021Page 17 of 25Division of IT PeopleSoft [email protected]

PeopleSoft myHR: New Employee OnboardingTraining and Reference Guidec. The electronic signature appears. Click Submit.d. Click Yes when the Message dialog window appears. The window will close and the form will be directed to the next approver, if any.5. Your Onboarding Checklist will now show the I-9 form as complete.Copyright 12/3/2021 University of MissouriDate modified: 12/3/2021Page 18 of 25Division of IT PeopleSoft [email protected]

PeopleSoft myHR: New Employee OnboardingTraining and Reference GuideAdditional OnboardingAppointment Notification FormThe Appointment Notification form is the first form in the menu. Review the information on the form and sign it. Follow the steps below to complete theform.Note: If you don’t see a red pen icon in the Action Item column, you can skip this step and move on to the Veteran Status menu.Copyright 12/3/2021 University of MissouriDate modified: 12/3/2021Page 19 of 25Division of IT PeopleSoft [email protected]

PeopleSoft myHR: New Employee OnboardingTraining and Reference Guide1. Click the red pen Action icon. If there is no red pen, please skip.2. After reviewing the information, click the Electronically Sign This Form button.Copyright 12/3/2021 University of MissouriDate modified: 12/3/2021Page 20 of 25Division of IT PeopleSoft [email protected]

PeopleSoft myHR: New Employee OnboardingTraining and Reference Guidea. You must provide your electronic signature on the Appointment Notification Form. Enter the User ID you were provided in theonboarding email into the User ID field and your new password into the User Password field and click the Sign button.b. If you wish to view your Appointment Notification Form after signing it, click the Action icon to view the form.Copyright 12/3/2021 University of MissouriDate modified: 12/3/2021Page 21 of 25Division of IT PeopleSoft [email protected]

PeopleSoft myHR: New Employee OnboardingTraining and Reference GuideVeteran Status and DisabilityVeteran Status1. From the Additional Onboarding page, click the Veteran Status menu item.Copyright 12/3/2021 University of MissouriDate modified: 12/3/2021Page 22 of 25Division of IT PeopleSoft [email protected]

PeopleSoft myHR: New Employee OnboardingTraining and Reference Guidea. After reading the definitions, choose the appropriate option under the Self-Identification section.Note: If you choose a category requiring it, the Military Discharge Date field will become active and require a date be entered.b. Click the Submit button.Copyright 12/3/2021 University of MissouriDate modified: 12/3/2021Page 23 of 25Division of IT PeopleSoft [email protected]

PeopleSoft myHR: New Employee OnboardingTraining and Reference GuideDisability1. From the Additional Onboarding page, click the Disability menu item.2. Read the descriptions, select a disability self-identify option and click the Submit button.Copyright 12/3/2021 University of MissouriDate modified: 12/3/2021Page 24 of 25Division of IT PeopleSoft [email protected]

PeopleSoft myHR: New Employee OnboardingTraining and Reference GuideBayh Dole (Invention Assignment) AgreementThe federal government recently enacted regulations that require, among other things, the University and its employees to have written assignmentagreements for inventions made under federally funded projects. To ensure compliance with these recent federal regulations and the University’sCollected Rules and Regulations (CRRs), the University therefore requests that you execute a written invention assignment agreement.As a member of the University community,your rights in inventions are governed byCollected Rules and Regulations, Section100.020: Patent and Plant Variety Regulations.CRR 100.020.D.1.a states that the Universitywill have ownership and control of anyinvention made by an employee within thegeneral scope of the employee’s duties for theUniversity. This occurs (1) whenever theemployee’s duties include research orinvestigation, and the invention arose in thecourse of such research or investigation and isrelevant to the general field of an inquiry towhich the employee was assigned or (2)whenever the invention was in a substantialdegree made or developed through the use ofUniversity facilities or financing, or onUniversity time, or through the aid ofUniversity information not available to thepublic. CRR 100.020.H further provides that 1/3of all money received for the sale, waiver,assignment or licensing of University-ownedinventions shall go to the inventor(s).If you have questions about the inventionassignment agreement, please [email protected]! You have completed your onboarding process. Remember to bring the proper documents with you when you meet with your campusHR representative to complete Section 2 of your I-9.Copyright 12/3/2021 University of MissouriDate modified: 12/3/2021Page 25 of 25Division of IT PeopleSoft [email protected]

myHR: New Employee Onboarding Contents. Introduction to Onboarding . Welcome to the University of Missouri! As a new employee, you will need to provide us with some information so that you can complete the onboarding process and we can properly process you in our administrative system. Onboarding refers