UltiPro User Guide New Hire Introduction

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INTRODUCTION

Congratulations on joining Palo Alto Networks and welcome to UltiPro. UltiPro is Palo Alto Networks Human Resource and Payroll System and

your portal to view and update personal information, benefit enrollment, direct deposit, dependent changes, paperless paystubs, and various

other information.

Should you need additional information regarding UltiPro please contact the HR Connect team at hrconnect@paloaltonetworks.com or

408.753.4140. Someone from the team will assist you.

TABLE OF CONTENTS

Introduction ............................................................................................................................................................................................................................................. 1

Logging into UltiPro ................................................................................................................................................................................................................................ 2

Benefit Enrollment .................................................................................................................................................................................................................................. 3

Life Event-New Hire Benefit Elections ................................................................................................................................................................................................. 4

Adding or Changing Benefit or Dependent Information ....................................................................................................................................................... 5

Enrolling/Waiving Your Benefits ........................................................................................................................................................................................................... 7

Flexible Spending Account .................................................................................................................................................................................................................. 9

Semi-Monthly Calculation ............................................................................................................................................................................................................ 9

Direct Deposit ....................................................................................................................................................................................................................................... 10

Adding or Changing Direct Deposit Information ................................................................................................................................................................... 10

Pre-Note ......................................................................................................................................................................................................................................... 12

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LOGGING INTO ULTIPRO

URL: https://www5.ultiproworkplace.com/default.aspx#

Login: <UserID>@paloaltonetworks.com

Password: Your Birthdate (MMDDYYYY Format)

1. Password Requirements -Your new password

must have at least one number, one upper case

and one lower case letter, one special

character and is between 8 – 18 characters

long.

2. After selecting your new password, you are

taken to a new page where you must select

and answer 3 security questions before your

new password will be accepted.

3. Please note the system does not prevent you

from creating a new password that does not

meet the password requirements. If after

selecting your new password and you’re not

taken directly to the security questions page,

then the password you’ve just created is invalid

and the system will not recognize your login

credentials the next time you log in.

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BENEFIT ENROLLMENT

To enroll in your benefits, click on: Myself > Life Events

If you experience a Qualifying Life Event*, You must log into HR system and make changes to within 30 days

1. New dependent

2. Remove a dependent

3. Change in marital status

4. Change in residence that results in changes with benefit plan eligibility

* Examples of Qualifying Events: getting married, adding a dependent child, spouse’s loss of coverage due to change in his/her work status.

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LIFE EVENT-NEW HIRE BENEFIT ELECTIONS

From the Life Events page, select the Description link for the applicable life event. The About This Life Event page appears.

Select I am a new CA/Non-CA Employee Link

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ADDING OR CHANGING BENEFIT OR DEPENDENT INFORMATION

Add or change dependents, beneficiaries, and related information on the Verify Beneficiary and Dependent Information page.

1. To add a dependent, click the “add” sign on the top of the page.

2. Be sure to have the Social Security Number of each dependent available at the time of enrollment.

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1. The Contact is Active box is checked

(default selection). Uncheck the box if you

want to create an inactive contact.

2. Enter the contact's personal information

such as name, birth date, marriage date,

and employment information.

3. Select the contact's relationship to the

employee such as spouse or child.

4. Designate the contact as a dependent,

beneficiary, or emergency contact. More

than one option can be selected.

5. Enter the contact's address, telephone, and

e-mail information.

6. If the contact is a dependent or beneficiary,

enter additional information such as if the contact is covered by other insurance,

disabled, full-time student, or smoker.

7. Click Save. The Contacts page appears with

the new information.

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ENROLLING/WAIVING YOUR BENEFITS

Benefit Enrollment Steps

1. Navigate through the

enrollment screens via

the blue arrow buttons at

top.

2. Select a benefit plan that

best suits your economic

needs. Note; if choosing

an HMO, have your PCP

code available.

3. Choose a plan option

that best applies to your

lifestyle.

4. When complete, click the

blue arrow button at top.

5. The process for Dental or

Vision is identical.

Notes: As a new employee,

it is critical that you actively

choose to enroll in benefits or

waive your option.

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If choosing the option to

decline your benefits you will

be prompted to choose a

reason. Choose one of the

following:

1. None

2. Covered by spouse

3. Covered under other

policy

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FLEXIBLE SPENDING ACCOUNT

A flexible spending account (FSA), also known as a flexible spending arrangement, is one of a number of tax-advantaged financial accounts that can be set

up through Palo Alto Networks in the United States. An FSA allows an employee to set aside a portion of earnings to pay for qualified expenses as established in

the explanation of benefits package, most commonly for medical expenses but often for dependent care or other expenses. Money deducted from your pay

is deposited into an FSA is not subject to payroll taxes, resulting in substantial payroll tax savings. One thing to be aware of is that funds not used by the end of

the plan year are lost to you. Otherwise known as the "use it or lose it" rule.

SEMI-MONTHLY CALCULATION

When choosing the ‘semi-monthly’ amount to be deducted each pay period, first decide upon the annual goal amount. Once you have,

divide that number by the number of pay periods left in the year and enter that into the “Amount” box. If you are unsure of how many pay

periods are left in the year, contact your payroll representative.

Example:

1. Goal amount is $4,000

2. 18 pay periods left in the year

3. $4,000/18 = $222.22 to be deducted each pay period.

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DIRECT DEPOSIT

To add a new direct deposit account that will receive the full balance of wages (100%), you must first add an account. You cannot have two

accounts to receive the full balance of wages.

You can add multiple direct deposit accounts if the accounts will receive a flat amount or a percentage of the pay check that is less than the

full percentage.

ADDING OR CHANGING DIRECT DEPOSIT INFORMATION

To enroll in your benefits, click on: Myself > Direct Deposit

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Add or change Direct Deposit.

1. To add an account, click the “add” sign on the top of the page.

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2. Be sure to have your bank information such as ABA Routing Number and Account Number available.

PRE-NOTE

The first payroll after you requested direct deposit the pre-note process takes place. This process submits your account information only to the

bank; no money is transferred resulting in an actual CHECK for this period. After your account information if validated by the bank, direct

deposit is activated during your second payroll.