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GIVE. ADVOCATE. VOLUNTEER. UnitedWay.org Online Pledging Process U.S. Caterpillar Payroll Employees.

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Presentation on theme: "GIVE. ADVOCATE. VOLUNTEER. UnitedWay.org Online Pledging Process U.S. Caterpillar Payroll Employees."— Presentation transcript:

1 GIVE. ADVOCATE. VOLUNTEER. UnitedWay.org Online Pledging Process U.S. Caterpillar Payroll Employees

2 Employee Notifications – United Way Campaign Underway Active full and part-time U.S and ISE’s with active CAT addresses will receive an Aug. 19, 2013 from will provide a link to pledge online Employees without active addresses (i.e. production employees), will have access to the pledge link via

3 Accessing eWay The employee will need their Corporate Web Security (CWS) ID and password. Enter CWS ID and Password and click login

4 Where to find CWS ID Visit Clues.Cat.Com and Search Using Employees Names

5 How to reset CWS password Click on the Forgot Password link

6 Reset CWS Password Enter CWS ID and click continue Answer first challenge question and click continue Answer second challenge question and click continue Answer third challenge question and click continue Enter new password and confirm new password then click set password Note: if these steps are unsuccessful contact your local help desk to reset your password

7 Select Pledge Now Pledge video from Doug will play automatically

8 Employees who pledged in Options – Continue pledge, Change pledge, or I do not wish to contribute

9 Donating via Payroll Deduction and click Continue Employees have the option to select Payroll Deduction or No Thanks. I do not wish to contribute.

10 Option 1: Select an amount per pay period and click continue Employee has 3 options for payroll deduction: amount per pay period, one-time payment, or percentage of annual salary.

11 Option 2: Select one-time annual gift amount and click continue Employee has 3 options for payroll deduction: amount per pay period, one-time payment, or percentage of annual salary.

12 Option 3: Select percentage per pay period and click continue Employee has 3 options for payroll deduction: amount per pay period, one-time payment, or percentage of annual salary.

13 Donating via Stock and click Continue Employees have the option to select Payroll Deduction, Stock or No Thanks. I do not wish to contribute.

14 Enter Stock Details and click Continue To donate using stock complete all the fields and click “add stock”. Also be sure to review stock payment instruction before continuing.

15 Designation Options The default United Way listed below will be the employees home zip code United Way. Employees have the option to designate to a total of 4 United Ways or funded agencies

16 How to designate to other United Way(s) or Agencies

17 Search for United Way(s) or Agencies United Way agencies within employees home zip code

18 Select United Way or Agency

19 Donation Distribution – Enter Amount Employees can choose to designate by percentage or by dollar amount. Minimum of $25 per agency.

20 Negative Designation then select continue An employee can write in an agency they do not wish to have their money allocated

21 Donor Recognition Information on this page is optional. Employee can choose if they wish to remain anonymous by selecting the box under acknowledgements.

22 Donor Information then click Continue Information on this page is optional. Employee can enter or change information in these fields.

23 Review pledge information and click Submit Contribution

24 Print Pledge Receipt and click Logout Employees can print this pledge certificate. Employee will also receive and with their pledge summary details and a certificate to print.


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