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Pay Overview

Job Aid for All Employees

Last Updated: Jun 21, 2024

Contact Information

For more information about this job aid, please contact payroll@uni.edu.

Overview

This job aid provides an overview of accessing pay information in UNI Works and details where to locate your pay slips, direct deposit accounts, and tax documents.

Key Terminology

UNI Works Term	Legacy Term	Definition
Expense Payments	Accounts Payable Reimbursement	Reimbursements for any company-related expenses incurred at a personal cost
Payment Elections	Direct Deposit Account	Determines how employees are paid, including regular payroll payments and expense payments
Payroll Payment	Net Pay	An employee's normal take-home pay

Benefits and Pay App (Benefits-Eligible Employees)

Step 1: From the Menu, click the Benefits and Pay app.

Step 1

Support

If the app isn't visible, click Add Apps at the bottom of the Menu. Search for the Benefits and Pay app (shown in above image).

Step 2: From the navigation pane, select one of the options:

1. Overview
  Shows a summary page of information including your most recent pay, deductions, current benefit costs, annual total rewards package, and compensation history, as well as the tasks and reports available to you.
2. Benefits
  Clicking this tab opens a drop-down where you can navigate to various specific tabs of benefits-related information, including benefit elections, dependents, beneficiaries, and more.
3. Pay
  Clicking this tab opens a drop-down where you can navigate to various specific tabs of pay-related information, including payments, taxes, voluntary deductions, and more.
4. Compensation
  Clicking this tab opens a drop-down where you can navigate to various specific tabs of compensation-related information, including your total rewards, compensation history, and compensation summary.
  
  Step 2

Payslips

Step 1: From the Benefits and Pay application, click the Pay tab.

Step 2: From the drop-down menu that displays, click Payments.

Step 3: Scroll halfway down the page to All Payslips. All of your payslips display in the table.

Note: Payslips are typically available to view 2 days before the pay date.

Step 4: Click View next to any given payslip to view the official payslip in more detail.

Step 5: Review your Payslip details:

1. Company information: Company's name, address, and phone number
2. Payslip Information: Displays pay period dates and the date you will receive your payment ("Check Date")
3. Current and YTD Totals: Current and year-to-date gross pay, tax deductions, and net pay. The term "Current" refers to the balances on this payslip only, and the term "YTD" or "year-to-date" means the sum of the entire calendar year's balances so far.
4. Earnings: Your current earnings (under "Amount") and YTD earnings
5. Employee Taxes: Current and YTD tax amounts taken from your earnings
6. Pre Tax Deductions: Lists any pre-tax deductions you have
7. Post Tax Deductions: Lists any post-tax deductions you have
8. Employer Paid Benefits: Benefits paid on your behalf
9. Withholding: Federal and State withholding election
10. Payment Information: Your bank, account name, account number, and total paycheck amount ("Amount in Pay Group Currency")

Step 6: Navigate to different payslips either by returning to the previous page or by clicking the Previous Payslip and Next Payslip buttons at the top of the page.

Step 7: Click Print next to any given payslip to export the payslip as a pdf.

Note: You will receive a Notification in UNI Works titled "Document Available" when the pdf document of your payslip is ready to download.

Payment Elections (Direct Deposit Accounts)

Step 1: From the Benefits and Pay application, navigate to the Overview tab.

Step 2: Under Tasks and Reports, click Payment Elections.

Step 3: The Payment Elections page displays.

Manage Payment Accounts

Step 1: From your Payment Elections page, any current or previously added bank accounts will display in the Accounts table. If necessary, you can Edit, Remove, or View your accounts.

A) Click the Edit button to change your bank account information.

B) Click the Remove button to delete your bank account. There will be a confirmation page asking you to confirm you would like to delete this account.

Note: Make sure to remove the account from any elections before deleting.

C) Click the View button to view your bank account information in more detail.

Step 2: To add another account, click Add.

Step 3: Select Checking or Savings for the Account Type.

Step 4: Enter the appropriate information in the following fields:

1. Routing Transit Number (9 digit number that identifies your bank)
2. Account Number
3. Bank Name
4. Bank Identification Code (optional)
5. Account Nickname (optional)

Step 5: Click OK.

Step 6: The new account will display on your Payment Elections page under Accounts.

Edit Payment Elections

Step 1: From the Payment Elections page, any payment elections that have been previously added will display in the Payment Elections table.

Step 2: A payment election is required for each Pay Type:

1. Payroll Payment: This is your normal take-home pay.
2. Expense Payments: This includes reimbursements for any company-related expenses you incurred at a personal cost.

Step 3: Click the Edit button next to the applicable Pay Type (Payroll Payment or Expense Payments) to designate how you would like to receive the payments.

Step 4: In the Payment Elections table, click the Plus icon to add a new payment election. Click the Minus icon to remove a payment election.

Step 5: When adding a payment election, fill out the following fields:

A) Country: Defaults to United States of America

B) Currency: Defaults to USD

C) Payment Type: Select Direct Deposit or Check.

Note: For expense reimbursements only, employees have the option to select "Check" here.

D) Account: Select the Account the payment will be deposited into (applicable to Direct Deposit only).

Note: If using direct deposit as the Payment Type, an account must be set up prior to this step. Please review the section of this job aid titled Manage Payment Accounts to add a bank account.

E) Balance/Amount/Percent: Select the radio button next to the option desired in terms of how much of the paycheck you want deposited into the account(s). This does not apply to expense reimbursements, which only have the "Balance" option.

a) Balance: The entire balance of the paycheck will be deposited into the account.

b) Amount: A specific amount of the paycheck will be deposited into the account.

c) Percent: A specific percent of the paycheck will be deposited into the account.

Note: If the Amount or Percent options are selected, they must add up to 100% of the paycheck amount. Otherwise, you will receive an error.

Step 6: Click OK.

Step 7: The new payment elections will display on your Payment Elections page.

Tax Withholdings and W-2s

Step 1: From the Benefits and Pay application, navigate to the Pay tab.

Step 2: From the drop-down options that appear, click Tax.

Step 3: The Tax page displays.

Step 4: Your current Tax Forms Printing Elections display in the top-most section of the page. To update this, click Edit.

A) Select the option that reflects how you would like to receive Year End Tax Documents.

B) Click OK > Done.

Step 5: Any W-2s you have received (starting 2024) display under All Tax Documents.

Step 6: Your Federal and State Withholding Elections display under the Tax Elections section.

Update Federal Withholding Elections

Step 1: Click Update below the Federal Withholding Elections table.

Step 2: Select the desired Effective Date for the change and click OK.

Note: Click on the View Blank Form for a copy of the W-4 form

Step 3: Select your Marital Status.

Step 4: Identify if you have multiple jobs or if your spouse works.

Step 5: Make selections for the number of dependents.

Step 6: Optionally, enter other adjustments.

Step 7: Agree to the Legal Notice and click OK.

What Happens Next

Your changes will be submitted and will take effect on the date you selected.

Update State Withholding Elections

Step 1: Click Update below the State Withholding Elections table.

Step 2: Select the desired Effective Date for the change and confirm the State and Withholding Form Type. Then click OK.

Step 3: Make your state withholding selections.

Step 4: Agree to the Legal Notice and click OK.

What Happens Next

Your changes will be submitted and will take effect on the date you selected.