Procedures for EDAP Tuition Reimbursement

High level overview: o Login @ www.tamsonline.org/Dell o Fill out form within 30 days of program o Manager automatically gets notified for “procedural” approval o System says student’s good to take the program o Submit paperwork after graduation. o Once docs reviewed/approved, the funds will be released to Dell Payroll.

Here are the steps:

• Click the following link: http://tamsonline.org/dell …Please use Chrome/Firefox. IE may not work.

• Assuming that you haven’t used this tool before, go straight to “Login Help.”

• Enter your email using the period NOT the underscore.

• Wait for the link to be emailed to set your password. The loginID is your badge (this is your 6digit Dell badge ID#, 5digit or less for older folks) and your new password.

• After your successful login, click Add New Application on the left side.

Step 1: Add Program Information: a. Click on Edit under Education Information section.

b. Select Program: Tuition Reimbursement Program c. Search on Dale Carnegie and ensure you choose a state of Missouri.

Without the state, lots of Dale Carnegie offices show up, while the one from Saint Charles is the only one in Missouri and is the correct one. Then select this option.

d. Select Provider: Dale Carnegie and Associates Inc (Saint Charles, MO) e. Select Next after confirming that you have the correct Education

Information (Provider Code: T80399; 2240 Bluestone Drive, Saint Charles, MO 63303)

f. Change the Student ID to 1 of the options in the drop down….unknown at this time.

Step 2: Add Course Information a. Education Program: Certificate b. Field of Study: Organizational Leadership. Can also put Business,

General Studies, etc. c. Insert the Course Start Date: Enter your program dates. d. Insert the Course End Date Enter your program dates. If the end date

is 2019, the calendar will default to 2018, so make sure you choose the date and change the year.

e. Are you graduating this term: No

Under the Course Information Section, click on “Add Course” a. Enter the Course#: (Scroll to final page for your course name and #) b. Enter the Course Name: Enter your Program Name (see below) c. Tuition Amount: $1,670.00 d. Credit Hours: leave this blank e. Delivery Method: Classroom

Course Name / Course Number The Dale Carnegie ® Course: Effective Communications & Human Relations (12-week course)- DLCR-0001 The Dale Carnegie® Course: Skills for Success (8-week course) - DLCR-0016 Strictly Business: The Dale Carnegie Immersion Seminar (3-day course) - DLCR-0011 High Impact Presentations - DLCR-0004 How to Sell Like a Pro - DLCR-0012 Leadership Training for Managers - DLCR-0002 The Dale Carnegie® Sales Advantage - DLCR-0003 The Leadership Advantage - DLCR-0013

• TAX QUESTIONS: EdAssist may ask you several tax questions. Answers will vary

depending on your individual situation. (Please note that we are not permitted to advise you on the answers to these tax-related questions).

Under the Expense Information Section, there are no additional expenses so there is nothing to submit.

Once Step 2 is complete, click “Next”

Step 3: Agreements

Under the Grants click “None” for the Question Grant/Scholarships received. Check the box to all the other items and then type your name, then “Next” then submit.

Step 4 Review and Submit Please make sure to Click on “Submit” at the bottom of the screen

You will be emailed a confirmation after selecting the “Submit” button. If you don’t get that immediately, you can check the dashboard and it will show submitted under application status. Once it gets approved, it should go to your manager. You’ll be copied on an email to your manager, asking them to approve it. Your manager can use the link provided on the email and use their badge as login. please ask them to use

first.lastname@dell.com. Underscore doesn’t work. If they’re still having issues, please ask…

1. Are you using IE? Please use Firefox/Chrome, as IE won’t work. 2. Have you used firstname.lastname@dell.com?

• Assuming that you haven’t used this tool before, go straight to “Login Help.”

• Enter your email using the period NOT the underscore.

• Wait for the link to be emailed to set your password. The loginID is your badge (this is your 6digit Dell badge ID#, 5digit or less for older folks) and your new password.

Once this is complete, you will receive an auto response email from EdAssist indicating approval to attend the course. Turnaround time could be as short as 1-2 days. Hello ________: Congratulations, your application has been approved! Please submit your documentation in accordance with your guidelines. Application: 5706000 Session: 10/24/2018 - 02/05/2019 Course Name: The Dale Carnegie ® Course: Effective Co Course Completion Requirements: An official grade report indicating successful course completion in compliance with the grade requirements of the program policy, as well as an itemized invoice or other school official document showing tuition, fees and any financial aid received. Completion documents must be legible and include your name (first and last), school's name and/or logo, grade, course name, and course number. Web printouts of official grades are acceptable. Please note, file formats must be .jpg or .pdf for document uploads. Documentation that has been altered in any way will not be accepted. Regards, Bright Horizons Tuition Assistance Program Phone: (855)-500-8881 Website: www.tamsonline.org/Dell

Return to step 5, after graduating from the program. You’ll receive transcript and receipt from DC&A. For docs to upload, preferred formats are pdf, tif and jpg. Step 5 Graduate & Submit Docs Log-in and on the home screen My Learning Center, click on: “My Dashboard”

You’ll then see…

a. Click on the application # to upload/submit your documents

b. Click on “Submit Documents”

c. Then input the following: a. Document Type: Grades b. Upload your transcript

c. Comments: e.g. below. d. Input Grade: select P (pass)

d. Please make sure to Click on “Submit” at the bottom of the screen

Repeat b, c & d for uploading Proof of Payment. Can submit 1 document at a time.

The screen should look like this:

Once the supporting documents have been reviewed and approved, the funds will be released to Dell Payroll. FYI. Sometimes it could take up to 2 pay cycles, so check your internal pay information for updates. Course Name / Course Number The Dale Carnegie ® Course: Effective Communications & Human Relations (12-week course)- DLCR-0001 The Dale Carnegie® Course: Skills for Success (8-week course) - DLCR-0016 Strictly Business: The Dale Carnegie Immersion Seminar (3-day course) - DLCR-0011 High Impact Presentations - DLCR-0004 How to Sell Like a Pro - DLCR-0012 Leadership Training for Managers - DLCR-0002

The Dale Carnegie® Sales Advantage - DLCR-0003 The Leadership Advantage - DLCR-0013 Dell EdAssist Contact#: 1-855-500-8881