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

GIVE. ADVOCATE. VOLUNTEER.UnitedWay.org

Online Pledging ProcessU.S. Caterpillar Payroll

Employees

Employee Notifications – United Way Campaign Underway

Active full and part-time U.S and ISE’s with active CAT email addresses will receive an email Aug. 19, 2013 from [email protected]

E-mail will provide a link to pledge online

Employees without active email addresses (i.e. production employees), will have access to the pledge link via www.caterpillar.com/unitedway

Accessing eWayThe employee will need their Corporate Web Security (CWS) ID

and password.

Enter CWS ID and Password and click login

Where to find CWS IDVisit Clues.Cat.Com and Search Using Employees Names

How to reset CWS password

Click on the Forgot Password link

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

Select Pledge Now

Pledge video from Doug will play automatically

Employees who pledged in 20123 Options – Continue pledge, Change pledge, or I do not wish to contribute

Donating via Payroll Deduction and click Continue

Employees have the option to select Payroll Deduction or No Thanks. I do not wish to contribute.

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.

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.

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.

Donating via Stock and click Continue Employees have the option to select Payroll Deduction, Stock or No Thanks. I

do not wish to contribute.

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.

Designation OptionsThe 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

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

Search for United Way(s) or Agencies

United Way agencies within employees home zip code

Select United Way or Agency

Donation Distribution – Enter AmountEmployees can choose to designate by percentage or by dollar amount.

Minimum of $25 per agency.

Negative Designation then select continueAn employee can write in an agency they do not wish to have their money

allocated

Donor RecognitionInformation on this page is optional. Employee can choose if they wish to

remain anonymous by selecting the box under acknowledgements.

Donor Information then click ContinueInformation on this page is optional. Employee can enter or change

information in these fields.

Review pledge information and click Submit Contribution

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