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MY VIEW GUIDANCE NOTES

MY VIEW - Torbay · To print a copy of the payslip or P60 open the document Scroll to the bottom of the screen Click on the Print button

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MY VIEW

GUIDANCE NOTES

Torbay Council My View ii IT Training – Version 2

CONTENTS

Logging In to My View ................................................................................................................ 1

Registration ................................................................................................................................ 1

Signing In .................................................................................................................................... 4

My Dashboard ............................................................................................................................ 5

Widgets .................................................................................................................................. 5

Viewing a Recent Payslip or P60 ................................................................................................ 6

Printing the Payslip .................................................................................................................... 6

Using the Side Bar ...................................................................................................................... 7

My Details .............................................................................................................................. 7

Editing My Details .................................................................................................................. 7

My Vehicle.............................................................................................................................. 9

My Pay Documents .............................................................................................................. 10

Opening a Pay Document ................................................................................................ 10

Closing a Pay Document .................................................................................................. 10

Printing a Pay Document ................................................................................................. 11

My Forms ............................................................................................................................. 11

My Websites ........................................................................................................................ 11

My Guidance ........................................................................................................................ 11

Changing Your Password .......................................................................................................... 12

Password Expiry ....................................................................................................................... 12

Viewing Security Questions ..................................................................................................... 12

Logging Off ............................................................................................................................... 12

Torbay Council My View 1 IT Training – Version 2

LOGGING IN TO MY VIEW

Before you can log in you will need a one-time only temporary password which will be sent

to you by HR Business Unit.

This temporary password will be your password only for the first time of logging in.

REGISTRATION

To register your details on My View

Open your internet browser

Type the following URL: https://MyView.torbay.gov.uk/dashboard/

In the Your Employee Number box, enter your 5 digit employee number (including any

leading zeros)

In the Your Password box, enter the temporary password that you have received in your

notification from the My View Team.

Note: This

password is case

sensitive and will

expire as per the

details in the

notification. If it

expires before you

have logged on,

you will need to

contact 01803

208090 who will

issue you with

another temporary

password.

Choose Sign In

Torbay Council My View 2 IT Training – Version 2

You are presented with the first of 3

screens

Enter your date of birth in DDMMYYYY

format (Numbers only) i.e. 01011940

Click Verify

On the 2nd of 3 screens, answer the

Security Questions. Please note, the

questions listed on this page may differ

from those you are presented with in My

View.

The answers are case sensitive. It is

recommended that you answer these

questions all in lower case.

When all the questions have been

answered, choose Set Answers

Torbay Council My View 3 IT Training – Version 2

On the 3rd of 3 screens, enter your

current password. This is the

temporary password that was issued to

you in your notification.

Now enter a new password which

must be a minimum of 8 characters

and contain at least one CAPITAL letter,

one lower case and one number and

will also accept special characters

Re-enter this password to confirm the

change

Click Submit

Torbay Council My View 4 IT Training – Version 2

SIGNING IN

You are now ready to sign in to My View

Type your Employee Number

Type your Password

Click Sign In

At Sign In you are required to answer some of the security questions you originally set

up when registering with My View

Answer these questions remembering that they are case sensitive and must exactly

match those answers you

originally created.

Click Verify

Torbay Council My View 5 IT Training – Version 2

MY DASHBOARD

My Dashboard is the opening screen within My View

It comprises a sidebar on the left displaying your name and job title

Beneath your name is a list of different areas within the My View system

WIDGETS

My View uses Widgets to display system content. As more

functionality is added to the My View system, more widgets

will be added to the screen.

On My Dashboard, the Pay Documents widget displays your

most recent payslips. It also displays recently issued P60s and

(where appropriate) P11ds.

Widgets can be moved across the screen. Hover over the

title bar at the top of the panel until the cursor changes to

a white cross.

Hold down the left mouse button and drag. It is only possible to drop the

widget within the automatically shaded part of the screen.

You can also close or minimize the widget using the icons in the top right

corner:

The orange balloon signifies that there are active notifications (e.g. pay

documents still to be opened).

Torbay Council My View 6 IT Training – Version 2

VIEWING A RECENT PAYSLIP OR P60

Click on the relevant payslip or P60

The payslip/P60 is displayed on screen

When you have finished viewing the document, click on My Dashboard either above the

payslip or in the left panel

The previously opened document is now displayed as

an open envelope, indicating that it has been viewed.

Note there are now less notifications indicated by the

orange balloon.

PRINTING THE PAYSLIP

To print a copy of the payslip or P60 open the document

Scroll to the bottom of the screen

Click on the Print button

To return to the Dashboard click on My Dashboard

Torbay Council My View 7 IT Training – Version 2

USING THE SIDE BAR

On the left side of the screen is the Side Bar where you

can access different areas of the system

MY DETAILS

The My Details area gives you access to your personal

information.

This includes Personal, Contact, Bank, Next of Kin and

Equal Ops details.

You can directly edit some of the information on these

pages.

Please note: My View Guidance notes and FAQ’s are available in the ‘My Guidance’ option

in the Side Bar.

EDITING MY DETAILS

Editable fields are enabled (ie. the data that CAN be changed appears emboldened)

Make the change to the data by overtyping in the field

Click Submit

You will receive an automatic email alerting you to the change. Do not reply to this email.

Torbay Council My View 8 IT Training – Version 2

Any changes that need to be made to your Personal Details and Bank Details must be

submitted to Human Resources using ‘My Forms’ from the Side Bar.

To make changes to your Personal Details and Bank Details, choose My Forms

Choose Personal Details or Bank Account

Make the relevant changes

Click Submit

Torbay Council My View 9 IT Training – Version 2

MY VEHICLE

This area is used to maintain the vehicle details which are used when making any claims for

mileage that have been incurred when travelling on business purposes. You can add more

than one vehicle to the list and allocate one of these as the default if you wish. A vehicle can

also include a motorcycle.

If you dispose of a vehicle then please use the Close option in the End Date column and add

the relevant date. Please note that you will not be able to make a claim against this vehicle

past the date entered in the End Date column.

To amend your vehicle details or add new details, choose My

Vehicle from the Side Bar

Click on Add new vehicle

Navigate through the 5 screens using the Previous and

Next buttons

The option ‘Vehicle replacing’ enables you to close another vehicle whilst creating your

new one. If you leave this option as ‘-Select-‘ no other vehicle will be closed.

Click Submit when all the information has been completed

Torbay Council My View 10 IT Training – Version 2

MY PAY DOCUMENTS

The My Pay Documents area provides you with a historical list of all previous pay

documents. Please note that the P60 provides taxable amounts only (contributions made to

some pension schemes and salary sacrifice schemes are not included in these amounts).

These documents will be available to view for 6 tax years.

Please note: In addition to the My View Guidance notes and FAQs in the top right corner,

you will find a link to The Chartered Institute of Payroll Professionals explanation of the

payslip – Understanding your Payslip.

Opening a Pay Document

Select the relevant year from the drop-down button

Click on any of the four columns, Period, Financial Tax year, Pay Date or Payslip Page to

open a payslip

Click on the relevant View button to open a P60

Closing a Pay Document

Choose Back to close a pay document and return to the Pay Documents

list

Torbay Council My View 11 IT Training – Version 2

Printing a Pay Document

These documents can be printed as required. This is not recommended unless in a private

residence.

With the pay document open on screen, click on Print

MY FORMS

Should you wish to make changes to personal details etc. that cannot be edited directly

through the My View system you should submit an amendment form available from the My

Forms area to Human Resources, who will approve and effect the amendments. See Editing

My Details above.

MY WEBSITES

Within the My Websites module you will find links to various websites such as:

1. Torbay Council

2. Torbay Council Intranet

3. HMRC

4. Peninsula Pension (LGPS)

5. Teachers Pension (TPS)

6. NHS Pension

Click on the website you wish to visit. It is opened in a

new tab

Close the tab when finished and return to My View

MY GUIDANCE

Click on the relevant guidance document or link

All documents and links open in a new tab

Close the tab when you have finished reading the

guidance to return to the My View screen

Torbay Council My View 12 IT Training – Version 2

CHANGING YOUR PASSWORD

To change your

password, click on

Account at the top of

the screen

Click on Change

Password

Complete the fields

and click Submit

PASSWORD EXPIRY

If you are prompted that your password is

due to expire, click on Change Now

You are taken to the My Account area

where you will be able to change your

password

You will be provided with a confirmation

once the password has been updated

VIEWING SECURITY QUESTIONS

To change the answers to the security questions which you use for sign in, click on

Account at the top of the screen

Click on

Update

Profile

Complete

the fields

Click

Submit

LOGGING OFF

To log out of My View, click on Sign Out at the top of the screen

Torbay Council My View 13 IT Training – Version 2