Online Pledging Process Monterrey, MX Employees

1. Online Pledging Process Monterrey, MX Employees

2. Employee Notification – United Way Campaign Underway • Campaign pledging window begins August 19th through September 13th. • Communication with direct link to pledge online will come from facility communication team • Employees without active email addresses (i.e. production employees), will have access to the pledge link via www.caterpillar.com/unitedway and selecting the appropriate campaign

3. Accessing eWayAll employees will need to register by creating a Username and Password. Site is available in English and Spanish

4. Registration pageCreate Username, Password, Personal Information and Contact Information • Create Username • Create Password • Confirm Password • Enter First & Last name & PeopleSoft ID • Select your Vice President • Enter work/personal email address • Click register link at bottom corner

5. Select Pledge Now

6. Select Payroll Deduction and click ContinueEmployees have the option to select Payroll Deduction or No Thanks. I do not wish to contribute.

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

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

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

10. Designation OptionsEnter 100% to be invested and click continue.

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

12. Donor Information then click ContinueConfirm contact information. Employee can enter or change information in these fields.

13. Review pledge information and click Submit Contribution

14. Print Pledge Receipt and click LogoutEmployees can print the pledge certificate. Employee will also receive and email with their pledge summary and certificate.