Viewing & Updating Personal Information


Concept

In this topic, you will view and update your personal information from the Personal Information Summary page.


Steps:

  1. Click in the User ID field.

    Step 1
  2. Enter "ben.affleck" into the User ID field.

    Step 2
  3. Click in the Password field.

    Step 3
  4. Enter "test123" into the Password field.

    Step 4
  5. Click the Sign In button.

    Step 5
  6. Click the Personal Information Summary link.

    Step 6
  7. Use the Personal Information Summary page to view and update personal information such as:

     • Address

     • Phone Number

     • Emergency Contacts

     • Email Address

     • Marital Status

     • Ethnic Group

    Step 7

  8. Click the Change Home/Mailing Addresses button.

    Step 8
  9. NOTE: Once you update your Home Address you must submit a W-4 form with the state. http://www.irs.gov/

    Step 9

  10. You have the ability to add a new address or edit an existing address.

    Step 10

  11. Click the Edit button to edit the current home address.

    Step 11
  12. Click in the Address 1 field.

    Step 12
  13. Press [Backspace] to delete 123 Main St.

    Step 13
  14. Enter "948 Beverly Hills Blvd." into the Address 1 field.

    Step 14
  15. Click the Save button.

    Step 15
  16. Click the OK button.

    Step 16
  17. Notice the address reflects the changes that were just entered.

    Step 17

  18. Click the Address Type drop-down list.

    Step 18
  19. Click the Mail list item.

    Step 19
  20. Click the Add button.

    Step 20
  21. Click in the Address 1 field.

    Step 21
  22. Enter "P.O. Box 90210" into the Address 1 field.

    Step 22
  23. Click in the City field.

    Step 23
  24. Enter "Annapolis" into the City field.

    Step 24
  25. Click in the State field.

    Step 25
  26. Enter "MD" into the State field.

    Step 26
  27. Click in the Postal field.

    Step 27
  28. Enter "21401" into the Postal field.

    Step 28
  29. Click the Save button.

    Step 29
  30. Note the message indicating the update was successful.

    Step 30

  31. Click the OK button.

    Step 31
  32. Notice you have updated an existing address and added a mailing address.

    Step 32

  33. Click the Return to Personal Information link.

    Step 33
  34. Click the Vertical Scrollbar to scroll down the page.

    Step 34
  35. Click the Change Email Addresses button.

    Step 35
  36. Click in the Email Address field.

    Step 36
  37. Press [Backspace] to delete [email protected].

    Step 37
  38. Enter "[email protected]" into the Email Address field.

    Step 38
  39. Click the Save button.

    Step 39
  40. Click the OK button.

    Step 40
  41. Click the Return to Personal Information link.

    Step 41
  42. Click the Vertical Scrollbar to scroll down the page.

    Step 42
  43. Click the Change Emergency Contacts button.

    Step 43
  44. Click the Add Emergency Contact button.

    Step 44
  45. Click in the Contact Name field.

    Step 45
  46. Enter "Jennifer Garner" into the Contact Name field.

    Step 46
  47. Click the Relationship to Employee drop-down list.

    Step 47
  48. Click the Spouse list item.

    Step 48
  49. Click the Contact has the same address as the employee option.

    Step 49
  50. Click in the Telephone field.

    Step 50
  51. Enter "4102402797" into the Telephone field.

    Step 51
  52. Click the Save button.

    Step 52
  53. Click the OK button.

    Step 53
  54. Notice Jennifer Garner has been added as an emergency contact.

    Step 54

  55. Click the Primary Contact option.

    Step 55
  56. Click the Save button.

    Step 56
  57. Click the OK button.

    Step 57
  58. Click the Return to Personal Information link.

    Step 58
  59. Click the Vertical Scrollbar to scroll down the page.

    Step 59
  60. Click the Change Ethnic Groups button.

    Step 60
  61. Click the Add an Ethnic Group button.

    Step 61
  62. Click the Description drop-down list.

    Step 62
  63. Click the White list item.

    Step 63
  64. Click the Save button.

    Step 64
  65. Click the OK button.

    Step 65
  66. Click the Return to Personal Information link.

    Step 66
  67. The changes made to your address, emergency contacts, email address, and ethnic groups are now reflected in your Personal Information Summary.

    Step 67

  68. Click the Vertical Scrollbar to scroll down the page.

    Step 68
  69. View the details to ensure the updates are complete and accurate.

    Step 69

  70. You have completed updating your personal information.

     

    Click the Home link.

    Step 70
  71. Click the Sign out link.

    Step 71

You have completed the topic "Viewing & Updating Personal Information".

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