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ORDER TRAINING GUIDE WELLS FARGO ENTERPRISE PROGRAM
October 2019
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TABLE OF CONTENTS
Create Award Nomination Email Other Site Features
Contact Us Order History Reports Delegating Proxy Access Mass Upload
Pages 3 – 14 Page 15
Page 16Page 17 Page 18Page 19 Page 20
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Ordering Guide: Overview of program and placing orders
Order Button: To submit a request for an award
Order Import Button: To upload an order template
Order History: To check award/program status
Reports: To run reports on Award Issuance
FAQ Button: Posting of questions and answers for the T.O.P. Dollar award program
Contact Us: Contact information for the program
Logout: Click link to sign out Message Board: Updated periodically. Includes links to the FAQs and this Ordering Guide
T.O.P. Dollars Program Overview Page Select a topic on the top navigation to begin or choose a button below
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Recipient Search Options: You only need to fill in data in one box, as desired, in order to search for recipients – by first name, last name, Employee ID, AU number or Department.
Search Button: starts database search
Please keep in mind that T.O.P. Dollars are only able to be sent to domestic Wells Fargo team members.
Enterprise T.O.P. Dollars
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Search Results: All recipients found that match your criteria will be displayed.
To select a recipient, click on the box to the left of their name
Click on the “Add Selected” button to allow more names to be selected, or
Click on the “Add and Continue” button to add the recipient and move to the next step of the order process.
Enterprise T.O.P. Dollars
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Face Value: Select award value of $25, $50, $100, or $250 (maximum value) is recommended
Merchant List: Select Merchant List for team member, or leave “National” as the list from which to select gift cards
Delivery Method: T.O.P. Dollars Awards may be sent via email or as Print and Present (emailed to and printed by the nominator to personally present Award to a team member). The Award is a certificate suitable for display.
Email to recipient: sent to recipient’s work email
Email to me: sent to nominator’s work email
Continue Button: Proceed to next step
Award Criteria: Select the criteria for the award from the drop down list. These categories are based on Wells Fargo Vision, Values & Goals.
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Personal Note: Add your Award message (up to 500 characters). This will print on the Award and the gift card carrier once the team member redeems their award for a gift card (optional)
Signature: Enter your name (or other name, if appropriate) to print as the “From” (required)
Click “Preview Button” to see the Award (note, this is a great way to catch typos)
Click “Continue Button” to proceed to the next step of the order
Enterprise T.O.P. Dollars
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Review Cart: Please review your Award order carefully.
To add additional awards, click the “Continue Shopping” button or to save as a draft click “Save Order” button.
To view the estimated total order cost including the team member gross-up, click on the “View Estimated Cost” link.
To continue with order placement, click on the “Continue” button
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AU Number: Enter the AU Number to be billed for this order
Entity: Enter in the 3 digit entity number that is used with the AU Number to process and post expenditures. Please contact your finance representative if you have any questions about the entity number.
To proceed, click on the “Continue” Button.
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Shipping: T.O.P. Dollars Awards may be sent via email or as Print and Present (emailed to and printed by the nominator to personally present Award to a team member). The Award is a certificate suitable for display.
Enterprise T.O.P. Dollars
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Final Order Confirmation: The ship to address, Order information, and payment information displays.
Check this box if you want Order confirmations to be sent to you
This confirmation box stating the order is in accordance with Wells Fargo’s Code of Ethics and Business Conduct policy must be checked in order to place your order.
Click “Place Order” to submit your order
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Order Confirmation: After your order is submitted this confirmation displays. There is a link to click to view or print a receipt of the order (see next page).
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Receipt: This is a view of the PDF receipt.
Reminder: This total amount does not include the applicable gross up charges.
Disregard the BILL TO name & address. This is for internal procedures only.
NOMINATION APPROVAL EMAIL
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All Awards in the Enterprise T.O.P. Dollars program require the approval of the manager 1-level up from the nominating manager. An email such as this one is sent to the 1-level up manager requesting Award approval.
The approving manager has 14 days to approve the TOP Dollar award. If the award is not approved, it is then forwarded up to the next level reporting manager to approve. This 2nd tier manager also has 14 days to approve. If the award is not approved within this 28 day time frame, it is then forwarded to the Enterprise Recognition Team to resolve.
CONTACT US
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For issues regarding the program, please contact your internal contact at [email protected]. If you have questions about placing the order, or order status, please contact the Account Management team.
ORDER HISTORY
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You can search on past orders and select based on the criteria entered in the order search process
REPORTS
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The reports are available to view online. Download or print as needed.
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DELEGATING PROXY ACCESS
This process can be see in greater detail in the “Shared Access Guide”
When in the T.O.P. Dollars program, select “My Account”
Enter a first or last name in the “Find Participant” search tool under “Shared Access”. Click “Search”, select the participant and then click “Add User”.
Click on “Return to My Account Main Page” to save your changes.
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MASS UPLOADS
• Click on the “Order Import” button toplace a large award order for awardswith a variety of award amounts andrecognition text.
• Select “Click Here” to review theTemplate Field Descriptions (bottomscreen shot) to ensure that you enterin your award order informationcorrectly, as any errors will cause theentire order to fail.
• There are shortcuts and tips on thesepages of the website to make this –and future mass uploads – easier tocreate.
Enterprise T.O.P. Dollars
Enterprise T.O.P. Dollars
