Wells Fargo Business Banking AIM Team Member Recognition Program Order Training Guide Managers

Wells Fargo Business Banking AIM Team Member

Recognition Program

Order Training GuideManagers

Update March 27, 2007

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Table of Contents

AIM Recognition Program Enhancement Goals Page 3Enhancement Overview Page 4Order Site Features Page 5Sign in/Registration Pages 6-8Order Site Home Page Page 9Program Information Page Page 10Program Maintenance Page 11-15Give Recognition Pages 16-26Approve/Edit or Deny Awards Pages 27-34Activity Summary Pages 35FAQs Page 36Contact Us Page 37Sign Out Page 38Award Features Pages 39-40Redemption Process Pages 41-47Contact Information Page 48

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AIM Recognition Program Enhancement Goals

Provide a new component to the existing BBS AIM recognition program that will;

• Give WF BBS managers & supervisors additional ways to drive performance,

• Give WF BBS team members the type of recognition they want,

• Increase recognition for meeting or exceeding productivity, quality and other "cultural" measures of performance,

• Provide a seamless experience between the new component and the existing AIM program,

• Provide valuable reports including real-time information and program trend data to support WF business decisions and

• Foster and encourage a recognition culture

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Enhancement Overview

• Partnered with the existing vendor to develop a complementary award order system to existing AIM site and custom branded electronic awards

• Additions to AIM: new programs, online award order and automated approval process added to handle increase recognition activity and reduce administration

• 1,800 WF BBS employees are eligible to participate• Launch date: April 2006

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Order Site Features

• Flexible system– Allows programs to be set up by each department level and team level– Each department and team within each department can create and manage

their own programs

• Easy 5-step process to place awards

• Employee search tool built into site to ensure nominator and recipient data accuracy

• Ability to upload large award orders

• Automated award nomination/approval process for Mike’s 2 and 3-down managers who wish to award Team Members outside of their department

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Home Page

Sign In

Enter your User Name and Password and click the “Enter” button

To register, click here

If you have registered, but cannot remember your password, click here

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Registration

Enter your Employee ID and select your User Name and click here.

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Registration

Registration email is immediately delivered to your email address, click on link to connect to site to select your password.

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Home PageSelect a topic on the left

navigation to begin

Left navigation is dynamically generated based on your User profile

Home: The welcome page includes links to training materials and a Message Board. This content will change regularly.

Program Information: Provides a list of all programs that the user is eligible to order or receive awards.

Activity Summary: To review your recognition activity, both given and received

Tools: Program Maintenance is displayed for Level 2-4 Managers

Level 2 Managers can set up programs for their departments, while level 3-4 Managers can set up programs for their teams.

Reports: Displays reports based user profile.

Personalized with your name and your recognition received

Dynamically generated message based on users department

Notifies user of any pending award approval requests

Top Navigation

AIM Home: Links to the AIM Home Page.

FAQs: List of frequently asked questions for ordering awards and redeeming awards

Contact Us: Phone and email address for Account Management Team

Sign Out: Click this button to end session

Message board, see by all participants

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Program Information

Program Information: This page dynamically generates a list of programs the User is eligible to give or receive awards.

Programs are displayed by the following categories:

Business Banking Support General Programs- Eligible participants include all BBSG Team Members

Group Programs- Eligible participants include Team Members from multiple Departments.

Department Programs - Eligible participants include Team Members from one Department. i.e.: Technology, Production, NBBC, etc.

Team Programs- Eligible participants include Team Members from one Team within the Department. i.e.: Loan Ops, BBRC, Shoreview, etc.

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Administrative Tools

Program Maintenance: Department Admins only have access to the change user tool and can access program maintenance acting on behalf of their manager.

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Administrative ToolsProgram Maintenance

Create a New Program

Click here to start a new program

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Create a New Program

• Program Name: Assign a unique name, you will see the full list of other active and inactive programs.

• Criteria Values: At least one is required per program

• Award Values: Available from $5 - $200. The award values are determined at program set up. They may be predefined, open entry for the nominator. Or you may set a range, i.e.: 100 to 200 dollars. You may also select a predetermined set of numeric values. i.e.: 75,100,200 to be displayed in a drop down menu.

Please note: there is a shorter list of merchants available for awards issued at the $5.00 amount

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Create a New Program, cont.

• Recipient Manager Notification: If someone other than the Team Member’s manager nominates them for an award, you can select whether or not the recipient's manager will receive email notifications of awards issued to their direct reports.

• Justification: Select whether or not the award issuance requires justification. This content is not included with the awards, but may be helpful for award approvals if required and for future reference.

• Eligibility: You will be able to set up award programs based on manager’s authority profile. Level 3-4 Managers will see their department displayed, but only their Team Members in this department will be eligible for programs set up by Level 3-4 Managers.

• Program Guidelines: Enter in the program overview here, including the program goals, criteria for award issuance, award amounts and timing. This is the information that is displayed in the Program Information section and on the program selection page when users are selecting programs before placing award orders.

• Active Dates: Select the time span in which the program is active and available for award nomination. Keep in mind, the launch and end dates are set for 12:00 a.m (midnight) for the selected dates. Please note: we are adding a grace period function to allow managers to still order even after the end date of the program.

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Edit an Existing Program

You can edit an existing program for your department by clicking on the Program Name.

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Home PageSelect a topic on the left

navigation to begin

Left Navigation

Home: The welcome page includes links to training materials and a Message Board. This content will change regularly.

Program Information: Provides an overview of the AIM Team Member Recognition Program

Give Recognition: Order awards

Activity Summary: To review your recognition activity, both given and received

Personalized with your name and your recognition received

Dynamically generated message based on users department

Notifies user of any pending award approval requests

Top Navigation

AIM Home: Links to the AIM Home Page.

FAQs: List of frequently asked questions for ordering awards and redeeming awards

Contact Us: Phone and email address for Account Management Team

Sign Out: Click this button to end session

Message board, see by all participants

MANAGER

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Give RecognitionNominate a Team Member for

an AIM Award

Step 1: Select Program Information

Pull down menu displays programs that user is eligible to give recognition.

Click here to view brief descriptions of all available programs

You will be able to place awards for individuals or for a group if this group is to receive an award with the same award amount, message and delivery option (each individual receives an award with his or her name on it).

If you need to order awards with a variety of award amounts, messages and different delivery methods, you will have to order each award separately.

If you have a very large order to place, see the AIM Recognition Program Administrator to obtain a form for a Mass Award Order spreadsheet.

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an AIM Award

Step 1: Select program Information

Once a program has been selected, the required fields will be displayed

Select Criteria: All programs require criteria for award issuance, these are predefined for each program and can be accessed through this pull-down menu

Click here to view brief description of the selected program

Award Amounts: Predetermined for each program: predefined, open entry, a dollar range or specific amounts

Enter Award Justification: Not required for all programs, this text is used to provide rationale for award issuance, this text will be seen by approving manager if required but not be seen by recipient

Sample Program #1: This program has a predefined dollar amount for the award amounts

and requires award justification

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an AIM Award

Sample Program #2: This program allows open entry for the award amount and

requires award justification

Sample Program #3: This program allows a range of award amounts and does not

require award justification

Sample Program #4: This program allows a specific set of award amounts and does

not require award justification

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an AIM Award

Step 2: Search for Recipient(s)

Enter your search criteria: Enter one ore more criteria to find recipients.

You can also select the number of names displayed and the order your results will be displayed, such as last name or department.

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an AIM Award

Step 3: Select Recipient(s)

All employees that meet your search criteria will be displayed in the order you selected. Please note that depending upon the quantity of results from the search, there may be additional pages of search results.

Select recipients on screen with a check mark and either click on “Next Step” button if you have selected all. If you wish to view additional search results, click on “Add More Names” to create a Selected Recipients Group List and display the next page of search results.

If your search did not yield the results you wanted, you can click on “New Search” to start over.

When you have selected all recipients for award, click on “Next Step” button

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an AIM AwardStep 4: Recognize Recipient(s)

Enter Personalized Recognition Text: You are allowed to enter up to a 500 character message, including letters, numbers, spaces and punctuation.

Delivery Method: There are two delivery options for AIM Awards: eAwards are delivered directly to the Recipient via email;Print-to-Desktop awards are delivered to the Nominator via email to be printed and hand delivered to the Recipient. When ordering awards on behalf of a manager, the award is delivered to their email address.

Nominator: You may edit the name for the Nominator, this is the name that will appear on the award as “From”.

Approver: Displays designated Approvers for awards that require approval. Orders for awards within your department do not require approval so “None Required” will be in this field

Selected Recipients: You may edit the Recipient's name, for example, the first name on file is “Elizabeth" but you would like the informal name, “Beth" to be displayed on the award.

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an AIM Award

Step 5: Confirm and Submit

Final review of Program, Criteria, Award Amount, Message, Justification, Recipients, and Nominator Name.

Click “Submit” button to place order or click “Back” button to edit award order

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an AIM Award

Recognition Completed

Confirms the completion of your order.

You can print this page out for reference or access this information by going to the Activity Summary and click on "Recognition Given". To obtain Activity Summaries for this order, Dept Admin will need to be logged in as the Manager.

Since approvals are not required for Department Heads and Manager Level 2 (1-down from Mike Azevedo), eAwards will be emailed to the recipient and Print to Desktop Awards will be emailed to the Nominator to be delivered to the recipient.

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Give RecognitionNominate a Team Member for an AIM Award in another DepartmentOrder Awards for someone in

another department

All Mike’s 2-down managers can order awards for recipients outside of their departments, but but the recipient’s manager must review and approve the award.

Once you have placed the award, the recipient’s manager receives an email notification and will see a pending award nomination in the Award Alerts box on the home page.

If the manager has not acted on the pending nomination within 10 business days of the original notice, he/she will receive another email reminder. If he/she has not acted on the nomination in the next 5 business days, the nomination will roll over to the AIM Recognition Program Administrators for approval or denial.

Step 4: Recognize Recipient(s)

Approver: Displays designated Approvers for awards that require approval. Orders that are placed by a manager 2-down from Mike, can order awards, but the recipient’s manager must review and approve the award.

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Award AlertsNominate a Team Member for

an AIM Award

Notifies user of any pending award approval requests. Click on link.

Email notification of pending award approval

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Award AlertsApprove/Edit or Deny a

Pending AIM Award Nomination

Program Approval Report

Displays all pending award nominations for Manager.

Click on the “Approve/Edit” button

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Approve an Award

Once approved, simply click on the “Approve” button

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Completed Approval

Confirmation that approval was successful

Edit an Award

Click on the “Approve/Edit” button

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Edit an Award

You can edit the program, criteria, award amount or recognition text for the award.

For this example, reduced the award amount from $200 to $25. Then click on the “Approve” button

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Completed Approval/Edit

Confirmation that approval/edit was successful

Deny an Award

Click on the “Deny” button

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Deny an Award

Award denial reason is required, provided to the Nominator via email to notify them of the denial. Click the “Deny” button.

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Completed Denial

Confirmation that denial was successful

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Activity Summary

Activity Summary: To review recognition received

Activity Summary: To review recognition received, given, approved, pending, denied and canceled nominations.

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FAQs

FAQs: Questions and answers for placing orders and redeeming awards.

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Contact Us

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Sign Out

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Award Features

• Custom AIM Award is a unique certificate that is redeemable for gift cards to more than 350 popular retailers, catalogs, restaurants, travel and entertainment providers

• Includes team member’s name, a personal message and the nominator’s name

• Two award delivery options

– eAward is emailed to the Team Member

– Print to Desktop Award is emailed to the Nominator to be printed out and presented to the Team Member in person

• Awards are sent same day ordered or approved if approval is required

• Easy online redemption process for Team Members

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AIM Print To Desktop Award

Award, merchant list and redemption instructions are emailed to Nominator to

be printed out and presented to Recipient

Lisa Mullins

Congratulations onexceeding your Q3 goals. Thanks for the great work.

Enjoy your award!

from:

Carrie Newton

Awards

Lisa Mullins

Congratulations onexceeding your Q3 goals. Thanks for the great work.

Enjoy your award!

from:

Carrie Newton

AIM eAwardLink to view Award is emailed to Recipient. Recipient clicks on “Redeem Award” button to be connected to Redemption Site

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Award Redemption Site for Print To Desktop Awards

Redemption Process

Redemption Page: This is the website redemption entry page, the URL for this site is printed on the Print to Desktop Award redemption instructions.

Enter in Award Number and Award Amount and click on “Enter Award” button and then the “Select Merchant” button.

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Redemption Process

Select Merchant: Step 2 for Print to Desktop Award Redemption. This is the URL that eAward Recipients are connected to after viewing their Awards.

Click on Merchant name to view description and terms and conditions.

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Redemption Process

Create Certificate: Adjust the gift card denomination if you would like, click “Add to Cart”.

Click here to return to the Merchant List

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Redemption Process

Review Cart: Review gift card selection before entering shipping information.

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Redemption Process

Checkout: Enter in your shipping address, email address and phone number

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Redemption Process

Checkout: Final review of gift cards, shipping detail before placing order.

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Redemption Process

Confirmation: Includes a confirmation number for future reference.

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Contact Information

• For ordering questions, contact the Wells Fargo AIM Account Management Team Monday - Friday, 8am - 5pm CT at 1-800-675-4438 or via email at [email protected]

• For award redemption questions, contact the Customer Service Consultants Monday - Friday, 7am - 7pm CT at 1-800-765-4438 or via email at [email protected]

Wells Fargo Business Banking AIM Team Member Recognition Program Order Training Guide Managers

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