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Division of Pensions & Benefits

EPIC Security System

Introduction

The Security System administers user access to EPIC. The Certifying Officer and Supervisor of the Certifying Officer at each Pension Payroll Location are responsible for authorizing, registering, and managing additional users of EPIC.

The duties of the Certifying Officer or Supervisor of the Certifying Officer include authorizing or deleting designated user access to EPIC, assigning or modifying specific applications to each authorized user, and updating the employer demographic information (address, phone numbers, etc.) when necessary.

To access the Security System, click the "Security" button on the EPIC home page.

security button

The Security System main page will open.

The Security System is comprised of four online applications.

security screen 1


Add New User

The Add New User application allows the Certifying Officer or Supervisor of the Certifying Officer to add a new user to the EPIC system. To access the application click the "Add New User" button.

new user

security screen 2

  1. All information must be entered.
  2. Enter the employee's First and Last Name.
  3. If the employee is a member of a retirement system, select the retirement system, (01=TPAF, 02=PERS, 03=PFRS, 08=SPRS, 09=ABP), then enter the membership number. (The member number should be added without the leading digit.)
  4. An expiration date must be set if the employee is not yet a pension member or is a temporary employee not eligible for membership. Click the "Obtain/Renew" button to set an expiration date. (Note: the expiration date cannot be more than 3 months from the current date)
  5. Enter the employee's phone number, email address, and job title.
  6. Click the "Add/Delete Apps" button.

    The page that appears will allow you to select the application(s) to which you want to grant access.

    security screen 3

  7. To give access to a specific application, select the application from the drop-down box under "Apps" and a sub-application under "Sub Apps", and then click the "Add" button. You must repeat this step to give access to each application and sub-application necessary for that user.

    security screen 4

  8. To give access to all available applications, click the "Select All" button.
  9. When finished adding the applications and sub-applications, click the "Update" button. This will assign the applications and sub-applications to the user and return you to the Add New User page.

    security screen 5

  10. Click the "Add User" button. The question "Are You Sure You Want To Add This Record?" will appear. Selecting "OK" will complete the process and send an email to the user advising them of their registration in EPIC with an Authentication Code for access. The message "Record Created Successfully" will appear and give you the option to "Add Another New User", or "Assign the User Access to Another Pension Payroll Location".

    security screen 6


Renew Temporary Users

If an EPIC user is not a pension member or a temporary employee who is not eligible for membership, an expiration date must be set when the user is registered for EPIC access. (Note: the expiration date cannot be more than three months from the current date. See Add New User above.)

When the Certifying Officer and/or Supervisor of the Certifying Officer log on to EPIC, they will receive a “Temporary Access Expiration” notice for any temporary user who is near his or her expiration date.

temporary access

The Certifying Officer or Supervisor of the Certifying Officer must renew or delete access.

  • Select “Yes” to renew the user’s temporary access for an additional three months.
  • Select “No” if the temporary user should no longer have access to EPIC for your employing location.

When the selection has been made, the Certifying Officer or Supervisor of the Certifying Officer should click the “Submit” button to update the user’s record.

EPIC will then open the CO’s or SCO’s EPIC home page.


Search/Modify Users

The Search/Modify Users application allows the Certifying Officer or Supervisor of the Certifying Officer to search for existing users and make modifications to user access within EPIC. You can search for users using a combination of search criteria. To access the application, click the "Search/Modify Users" button.

Note: A Pension Payroll Location must be selected for all Searches.

security screen 7

  1. To search for all active users at a location, select "Active" (1a) and the location (1b), and then click the "Search" button (1c). This will list all active users for that location in groups of five. Click "Next" for the next five users in the list. Continue until you locate the desired user.

    security screen 8

  2. To modify a user, first locate the user, and click the user's name.
  3. The "Modify User" page will appear with the user's information and assigned applications listed.

    security screen 9

  4. To modify a user's information (phone number, email, title, or status) make the corrections and click the "Modify" button. The question "Are You Sure You Want To Update This Record?" will appear. To update the record, select "OK". Selecting "Cancel" will return you to the Modify User page.
  5. To modify a user's assigned applications, click the "Add/Delete Apps" button. The Add/Delete Apps page will appear.

    security screen 10

  6. On the Add/Delete Apps page the applications assigned will appear on the right under Selected Apps.

    • To add an application, select the application from the drop down box under "Apps" and the sub-application under "Sub Apps" and select the "Add" button. You must repeat this step if you want to give access to another application (refer to Add New User section).
    • To delete an application from the user, select the application from the "Selected Apps" list and click the "Delete" button.
    • When finished click the "Update" button to update the user. This will take you back to the Modify User page. To complete the process, click the "Modify" button.

    security screen 11

    The question "Are You Sure You Want To Update This Record?" will appear. Selecting "OK" will update the user. Selecting "Cancel" will return you to the Modify User page.

  7. Adding or deleting applications for an EPIC user will not generate a new Authentication Code. Rather, the changes you make will be reflected automatically the next time that user logs onto EPIC.

Applications To Multiple Users

This function allows the Certifying Officer or Supervisor of the Certifying Officer to assign or delete an application within EPIC for multiple users. To access the application, click the "Apps to Multi Users" button.

security screen 12

  1. Select the Pension Payroll Location of the users to whom you want to assign the application.
  2. The users for that location will appear. Select the users to whom you intend to give access to this additional application or sub-application.

    security screen 13

  3. Select the application under "Apps", sub-application under "Sub Apps" you are looking to add.
  4. Click the "Add" button. This will add the user's name to the right hand column.
  5. When finished adding users, click the "Update Users" button.
  6. The question, "Are You Sure You Want To Update This Record?" will appear.
    • Selecting "OK" will update the record and the message "Record Updated Successfully" will appear with the option to "Add/Delete Another Application".
    • Selecting "Cancel" will cancel the update and take you back to the Application to Multiple Users page.
  7. Selecting "Add/Delete Another Application" will return you to the Applications To Multiple Users page.
  8. The "Delete" button is used when you wish to remove a user from the list before updating the records. Select the user from the right hand column and click the "Delete" button. This will delete the user from the right hand column and the application will not be assigned.

Demographic Changes

It is the responsibility of the Pension Payrol Location’s Certifying Officer and Supervisor of the Certifying Officer to maintain the demographic information within EPIC. This includes:

  • The location’s name and address;
  • The names, phone numbers, and email addresses of the Certifying Officer and the Supervisor of the Certifying Officer.
  • All new and future designations of the Certifying Officer or Supervisor of the Certifying Officer MUST be made using the online “Demographic Changes” application within the EPIC Security System.

The Demographic Changes application allows the Certifying Officer or Supervisor of the Certifying Officer to update the location's information. To access the application, click the "Demographic Changes" button.

demographic change

  1. Select the Pension Payroll Location where you want to make changes.
  2. The existing Employing Location Information on record with the Division of Pensions and Benefits will be displayed. To update any of the location information, enter the changes into the text field.

    security screen 14

  3. Also listed are the names and contact information for the location's Certifying Officer and the Supervisor of the Certifying Officer. To update or change any of the information for the Certifying Officer or the Supervisor of the Certifying Officer, enter the changes into the text field.

    Note: If designating a new Certifying Officer or Supervisor of the Certifying Officer, it may be necessary for that individual to complete online training in enrollments as required under Chapter 52, P.L. 2011.

  4. When done, click the "Submit" button. The question "Are You Sure You Want To Send This email?" will appear.
    • Selecting "OK" will send an email to the Division of Pensions and Benefits to update the information and complete the changes within EPIC.
    • Selecting "Cancel" will stop any changes from being transmitted to the Division of Pensions and Benefits. Click the "Home" button at the top of the page to return to your EPIC Home Page.

PART VI - Questions or Comments About EPIC

If, after reading this EPIC User's Guide Security Information, you still have questions about or difficulty accessing or using EPIC, registered users may contact the Division's Employer Education Unit at 609-292-7524 or send an email.

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Last Updated: Tuesday, 03/16/21