August 31, 2016 | Author: Winfred Lloyd | Category: N/A
Download Welcome to Flowserve. Dear Colleague,...
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Welcome to Flowserve Dear Colleague, Welcome to Flowserve Corporation. You have joined our company at an exciting time. We have everything it takes to be the best manufacturing company in the world – great customers, products and services, talented people, international scope – and now the skills, experience, and creative ideas you bring to the team. At the core of Flowserve is a commitment to diversity. We aim to be a company where every colleague can contribute and excel. We work hard to create opportunities for employees to develop and grow, so that our customers think of us as the best in the business and our company is known as a great place to work. In addition to the Welcome Book and specific training you’ll receive, you will become more knowledgeable about Flowserve Corporation by exploring the company intranet, Passport, our web site, www.flowserve.com, and the New Employee Resource Center. You’ll find a wide range of programs and benefits available to you that are part of joining a powerful organization – and the company will continue to grow with the addition of your talent and commitment. We wish you great success at Flowserve. Welcome to the team!
Welcome Book Purpose This Welcome Book is designed for new Flowserve employees. Due to the dynamic nature of the organization, the information contained within is subject to change. This document presents highlights of various employee policies and benefit plans. If there is a conflict between this information and the actual policy or plan, the policy or plan will govern. Flowserve Corporation reserves the right to change or terminate these policies and plans at any time without notice. Prior to your first day of employment, your HR representative will contact you to address any questions you may have. Once you officially join the organization, please use the contacts listed on the Employee Resource Directory located in the appendix of this book for questions and additional information.
Table of Contents Welcome to Flowserve................................................................................................................... i Welcome Book Purpose ............................................................................................................... ii Table of Contents ........................................................................................................................... i Company and Business Segments Overview ............................................................................ 1 Flowserve History......................................................................................................................... 1 Mission ..................................................................................................................................... 1 Vision........................................................................................................................................ 1 Business Segments Overview ..................................................................................................... 2 Flow Control Division (FCD)..................................................................................................... 2 Flow Solutions Group (FSG) .................................................................................................... 2 Corporate Functions ................................................................................................................. 3 Overview of Flowserve Culture .................................................................................................... 4 Core Values ................................................................................................................................. 4 Ethics ........................................................................................................................................... 4 Continuous Improvement Process (CIP) ..................................................................................... 5 Branding....................................................................................................................................... 5 Safety ........................................................................................................................................... 6 Overview of Information Tools..................................................................................................... 7 New Employee Resource Center................................................................................................. 7 1) Getting to Know Flowserve Tutorial ..................................................................................... 7 2) Downloads of Paperwork ..................................................................................................... 7 3) Checklists ............................................................................................................................. 8 Passport ....................................................................................................................................... 8 Flowserve Website....................................................................................................................... 9 Flowserve Compensation and Performance Philosophy........................................................ 10 Compensation Philosophy ......................................................................................................... 10 Flowserve Competencies........................................................................................................... 10 Performance Management Process (PMP) ............................................................................... 10 Incentives ................................................................................................................................... 11 Annual Incentive Program (AIP)............................................................................................. 11 Long-Term Incentive Program (LTI)....................................................................................... 11 Spirit of Flowserve Program....................................................................................................... 11 Career Development Resources................................................................................................ 12 Training ...................................................................................................................................... 12 Flowserve Learning Management System (LMS) .................................................................. 12 Global Technical Training Center (GTTC) ............................................................................. 13 Training Requirements ........................................................................................................... 13 Internal Job Postings ................................................................................................................. 13 Overview of Benefits, Time Off and Timekeeping.................................................................... 14 Benefits ...................................................................................................................................... 14 Health and Welfare................................................................................................................. 15 Retirement Benefits ................................................................................................................ 15
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Financial Planning .................................................................................................................. 15 Educational Assistance .......................................................................................................... 15 Time Off ..................................................................................................................................... 16 Pay Details and Timekeeping .................................................................................................... 16 Pay Details ............................................................................................................................. 16 Timekeeping ........................................................................................................................... 16 Overview of Personal and Systems Information...................................................................... 18 Employee Number ..................................................................................................................... 18 Systems & Passwords ............................................................................................................... 18 IT Service Desk / IT Support...................................................................................................... 18 Lotus Notes Training and Email Setup ...................................................................................... 19 Lotus Notes Training .............................................................................................................. 19 Setting up Your Email Profile ................................................................................................. 19 Signature Block ...................................................................................................................... 19 Accessing e-mail remotely ..................................................................................................... 20 Sametime Instant Messaging ................................................................................................. 20 Information Technology Usage .............................................................................................. 20 Printers....................................................................................................................................... 20 Telecommunications .................................................................................................................. 20 Business Cards .......................................................................................................................... 21 Expense Reports........................................................................................................................ 21 Travel ......................................................................................................................................... 22 Profile ..................................................................................................................................... 22 Corporate Credit Card................................................................................................................ 23 Systems for Managers ............................................................................................................... 23 Talent Acquisition System ...................................................................................................... 23 Performance Management System........................................................................................ 24 Global Employee Management System (GEMS)................................................................... 24 Expense Authorization Summary and Approval Forms (EASAFs) ........................................ 24 Capital Approval Request (CARs).......................................................................................... 24 Overview of Flowserve Policies ................................................................................................. 26 Code of Business Conduct ........................................................................................................ 26 Policies that Affect Everyone ..................................................................................................... 26 Policies for Specific Jobs or Locations ...................................................................................... 26 Appendix ...................................................................................................................................... 27
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Company and Business Segments Overview You have joined an organization with a rich heritage and the most comprehensive product lines and broadest applications experience in the world. You are now part of a team known for its industry leading talent, unparalleled portfolio and unmatched commitment to customer success. Our culture promotes recognition and rewards creativity, hard work and commitment. Flowserve is the recognized world leader in supplying pumps, valves, seals, automation, and services to the power, oil, gas, chemical, and other industries. With more than 15,000 employees in more than 55 countries, we combine our global reach with a local presence. Celebrating 13 years as Flowserve and more than 200 years of progress and innovation, we’re at work in a variety of industries, including oil and gas, power, chemical, water and general industrial markets. Flowserve’s website, www.flowserve.com, is an excellent way to learn more about the company and our products and services.
Flowserve History Flowserve has evolved through organic growth and strategic acquisitions. The company was created in 1997 with the merger of two leading fluid motion and control companies - BW/IP and Durco International. Flowserve heritage dates back to the 1790 founding of Simpson & Thompson, later to become Worthington Simpson Pumps, one of the companies that became part of BW/IP. The most recent additions to the Flowserve family include Invensys Flow Control in 2002, Thompsons Kelly & Lewis in 2004 and Interseal in 2005. Mission Flowserve moves, controls and protects the flow of materials in some of the world’s most critical industries to help customers exceed their business goals and ultimately deliver increased value to our shareholders. Vision Distinguish ourselves to our customers by delivering products, services and integrated flow management solutions as a global, unified, customer-centric business. We achieve this vision by combining our talents and experience to deliver products, services and solutions that help customers exceed their business goals.
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Business Segments Overview Employees work for either one of the two main business segments or one of the corporate functions, all of which are explained in detail below.
Flow Control Division (FCD) FCD is responsible for the design, manufacture, and distribution of a broad portfolio of industrial valve products, automation and intelligent systems. It also offers custom engineering services. FCD's products are manufactured at 22 plants with 5 of those plants located in the United States. A valve is a mechanical device used to direct, start, stop, mix or regulate the flow, pressure, or temperature of liquid or gas. Valves are used to regulate steam to drive turbines for power generation. They are used to control the flow rate of fluids. They are also used as emergency shut-off devices. Flowserve’s website, www.flowserve.com and the FCD tab on Passport at http://passport.flowserve.com are excellent ways to learn more about the FCD division and its products. Flow Solutions Group (FSG) FSG is responsible for the design, manufacture, distribution and service of industrial pumps, pump systems, mechanical seals and seal support systems, and related rotating equipment. In addition, FSG provides customers with aftermarket products and services, such as replacement parts, related equipment and services. No other company has the depth or breadth of expertise in successful application of preengineered, engineered and special purpose pumps, seals and systems. Pumps are used to move liquids from low pressure to high pressure, from low elevation to high elevation, or from point A to point B. Flowserve pumps are used heavily in oil and gas, power generation, chemical, water and other industrial areas. Flowserve sells more than 100 different pump models that are manufactured at 27 plants worldwide, of which 9 are located in North America, 11 in Europe and 7 in South America and Asia. Mechanical seals are used to restrict leakage of fluids and gases from rotating equipment such as pumps and compressors. They are used in a variety of industries - oil & gas, chemical, pulp & paper, mineral mining - and are critical to environmental and safety applications. Flowserve seals are manufactured at three plants in the U.S. and at four plants outside the U.S. Our global network of more than 60 Quick Response Centers (QRCs) provide service, repair and diagnostic services worldwide. Please visit the Flowserve website, www.flowserve.com and our Intranet, Passport at http://passport.flowserve.com to learn more about Flowserve products and services.
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Corporate Functions Individuals who do not work directly for a division work for a corporate function. These are:
Communications Compliance Foundry Finance Human Resources Information Technology Legal Marketing Operations
You may learn more about the various functions by visiting the corresponding tab on Passport at http://passport.flowserve.com.
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Overview of Flowserve Culture Core Values Our values define our culture. The Flowserve brand is supported by the six core values to create a consistent Flowserve Customer Experience.
Commitment – A promise is a promise; execute reliably for our customers Creativity – Think beyond boundaries; embrace change and new ways of thinking Character – Live the Flowserve Code of Business Conduct; stand up for what is right Collaboration – The right people working together; use our portfolio of possibilities Confidence – Take productive risks; act with self-confidence and demonstrate managerial courage Competence – Add value in everything we do; be seen as a trusted advisor
The individuals living these values every day make Flowserve a leader in our industry.
Ethics "The Flowserve culture is centered on our core values, especially character. As part of this, we constantly strive to demonstrate the highest levels of ethics, integrity and trust. Because our global employee and customer base is constantly expanding, our Code of Business Conduct and Ethics Hotline are critical resources to ensure we deliver on our commitment to an ethical culture and fulfill our customer promise." Mark Blinn President and CEO The emphasis on ethical business practices ensures that Flowserve employees have the tools and information to maintain our positive, ethical culture. No matter where we live or what language we speak, character is one of our core values. It's the way we do business - with ethics, integrity and trust - every day, without exception.
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You play an important role in ensuring that we stay committed to transparency and accountability in all that we do. Our reputation depends on it. Flowserve is committed to address every issue that does not align to this promise. If you encounter business practices that you consider unethical, illegal or inconsistent with the Flowserve Code of Business Conduct, report it to your manager or HR Representative. If you are uncomfortable with this approach, you can confidentially report them by accessing the Flowserve Ethics Hotline located on Passport at http://ethics.flowserve.com. Our commitment to ethics and our Ethics Program is described in detail on the Ethics and Compliance tab of Passport at http://passport.flowserve.com. You will find information such as our Ethics policy, how to access the ethics hotline, and specific information on export and import compliance.
Continuous Improvement Process (CIP) Flowserve is committed to continuously improving processes and procedures within the company in order to be a best in class organization. As a Flowserve employee, you may be asked to take training towards a CIP designation (yellow belt, green belt, black belt). You are also asked to contribute in continuously improving processes in your area. The CIP program is described in detail on the CIP tab of Passport at http://passport.flowserve.com.
Branding From consumer goods to industrial equipment, customers buy leading brands. Strong brands create preference. We all play an important role in building and reinforcing the Flowserve brand promise. Introduced in 2004, Experience In Motion is the Flowserve tag line designed to convey the corporate brand promise clearly and concisely. A breakdown of the phrase helps explain its intent. Experience Flowserve has more than 200 years of experience through industry-leading heritage brands. Recent accomplishments - helping move 13 million barrels of oil through the Alaska pipeline and contributing to an irrigation system that provides water for more than 3 million acres in northern Thailand - combine with this heritage to create the Flowserve Experience. It is the cornerstone of the Flowserve brand and customer-centric culture. Motion This word is literally connected with the Flowserve core business of fluid motion and control products and services. It also captures the spirit and actions of Flowserve associates worldwide. It conveys our ongoing efforts to move forward with advances in technology and new ideas in industry applications, and to meet demands from existing and unexplored markets. It is important to use the logos, taglines, trademarks, colors and fonts in accordance with company brand and legal standards. Flowserve brand standards, downloads and guidelines can be found at http://brandstandards.flowserve.com.
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Safety Flowserve is committed to the safety and health of its employees, both on and off the job. Safety is our primary concern and takes precedence over all other job factors. Our goal is to minimize injuries, illnesses, and property damage resulting from unsafe work conditions or practices. Depending on your position within Flowserve, you may be asked to fulfill immediate and ongoing safety training requirements. Please ask your manager or local safety coordinator for the safety training calendar and requirements that apply to you. To learn more about our commitment to safety and understand our safety training requirements, visit the safety website at http://flownet.flowserve.net/fsd/svc_repair/SHEA/environmental/home.htm.
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Overview of Information Tools New Employee Resource Center The New Employee Resource Center website is intended for employees that are new to the company. It contains useful information and tools such as the Getting to Know Flowserve tutorial, the New Employee Welcome Book, a Resource Directory, links to drug testing locations and more. It is a helpful introduction for all new employees. The website can be accessed directly at http://welcome.flowserve.com.
The New Employee Resource Center contains some valuable tools such as: 1) Getting to Know Flowserve Tutorial The Getting to Know Flowserve Tutorial is a 15 minute online course for new employees. It provides an overview of Flowserve, our business groups and corporate functions, as well as information about your responsibilities as a new employee. 2) Downloads of Paperwork All new employees may access standardized paperwork such as W-4s, I-9s, Direct Deposit forms, etc by logging onto their candidate portal (created when they applied at Flowserve) on the New Employee Resource Center. Paperwork may also be obtained from your HR representative.
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3) Checklists The New Employee Resource Center contains various checklists for your first 90 days at Flowserve. These checklists are also available as a one-page New Employee Checklist download in PDF format. The checklist contains timelines of certain job and training requirements, however, it may not contain a full list of requirements for your position. Please consult your manager for any additional requirements. In addition to being available on the website, a copy of the New Employee Checklist is provided in the Appendix of this Welcome Book.
Passport Passport is the name of the Flowserve intranet portal. Passport can only be accessed while you are connected to the company network in the office or via a VPN connection at http://passport.flowserve.com. You will login to Passport using your Windows username and password or you may login as a guest. Not all areas of Passport are available with a guest login.
Passport contains a wealth of information about the company for the sole use of employees. All business segments and areas of special interest have a place on Passport. By clicking one of the top navigation tabs, you will find more tabs that lead you to specific information. Types of information that can be found on Passport include: Policies Procedures Forms News Announcements Communications
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Flowserve Website The Flowserve website contains valuable information for customers, investors, and employees. You can access the Flowserve website at: http://www.flowserve.com.
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Flowserve Compensation and Performance Philosophy Compensation Philosophy Flowserve provides employees with a total compensation package that is: • Competitive • Linked to performance and • Provides equitable opportunities At Flowserve, your compensation consists of three things: Base pay – designed to compensate you for solid performance of day-to-day job responsibilities Incentive pay – designed to reward you for the company’s success in achieving key business objectives Benefits – designed to help you (and your family) build and maintain physical and financial health. Examples may include medical coverage, vacation time, car allowance, financial planning services, retirement savings and life insurance. All in all, your Flowserve compensation package can be summed up this way: Base Pay + Incentive Pay + Benefits = Total Compensation
Flowserve Competencies Flowserve Leadership Competencies define the knowledge and behaviors necessary for employees at all levels of the organization.
These competencies, in conjunction with functional competencies provide the basis for performance and development planning at Flowserve. A list of these competencies and corresponding development guides can be found on the Career Development section of Passport on the Manage My Career tab.
Performance Management Process (PMP) Performance management is a process that includes the manager and employee developing team and individual objectives and expectations that are tracked and aligned to the Flowserve key strategic objectives. The process enables the employee and manager to have a shared understanding about the employee’s performance expectations and provides opportunities for performance-related feedback. Effective dialogue between employees and managers is critical in order to:
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Drive Flowserve success through aligned employee, organization and corporate objectives that support the overall business strategy. Quickly identify performance issues and address them before they become problems. Recognize and reward the employee’s performance based on their contribution to the company’s success.
As part of the Performance Management Process, you are expected to meet with your manager within 30 days of your start date to outline your annual goals and objectives. The Flowserve Performance Management System is accessible by logging onto http://passport.flowserve.com; clicking on the PMP System button from the Career Development section; then selecting the Manage My Career tab. If you are a manager, please access the system to create performance reviews for the employees reporting to you. For additional information and training refer to the PMP Training & Support Resources on the Additional Tools and Resources section of Manage My Career tab of Passport.
Incentives Annual Incentive Program (AIP) Depending on your employee status, you may be eligible for additional incentives as part of the Flowserve Annual Incentive Program (AIP). AIP is paid out to individuals based on the organization’s achievement and team performance of measurable business goals. For more information on AIP and how it pertains to you, contact your manager or HR representative. You may also visit the HR tab on Passport at http://passport.flowserve.com and scroll down to the section on AIP. Long-Term Incentive Program (LTI) Depending on your employee status, you may be eligible for additional incentives as part of Long Term Incentives (LTI) Program. LTI rewards Flowserve leaders by offering them shares of the company. For more information on LTI and how it pertains to you, contact your manager or HR representative. You may also visit the HR tab on Passport at http://passport.flowserve.com and scroll down to the section on LTI.
Spirit of Flowserve Program Recognition is more than a nice thing to do; it is the key to driving company success and building a customer-centric culture. Our customer-centric culture is achieved through each employee demonstrating creativity, collaboration, character, confidence, competence and commitment in everything they do in their role at Flowserve. Recognizing employees for their outstanding contributions, ensures that the behavior or action will be repeated not only by the person recognized but also by other employees aware of the recognition. The Spirit of Flowserve recognition program is a tool for managers and associates to use for rewarding and celebrating our successes and outstanding accomplishments. To learn more about this important program and eligibility requirements go to http://flownet.flowserve.com/inside/Spirit/index.html.
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Career Development Resources Development is a shared partnership driven by you in collaboration with your manager. The Career Development section of Passport at http://passport.flowserve.com provides helpful resources and access to important systems so that you may: • • • •
Obtain Flowserve leadership and functional competencies Search for job opportunities Drive performance and development planning Search for learning programs
Training As a new employee, you may be asked to fulfill several different types of training requirements. You should consult with your manager for the training requirements that are specific to you. Some of the available venues and training requirements at Flowserve are as follows. Flowserve Learning Management System (LMS) The LMS is an online learning portal for employees. Our LMS contains different types of online training such as training on safety, ethics, harassment awareness and prevention, and more. The training that is available to you will depend on the business group or function you are a part of as well as your job level. When you take an online course the LMS automatically updates your employee records with your completion information. For employees who have email addresses, the Learning Management System can be accessed by clicking on the Login to LMS button found on the Manage My Career tab of the Career Development section of Passport, http://passport.flowserve.com. Employees without a Flowserve email address can access the Learning Management System directly by typing “LMS” into the address line of Internet Explorer while connected to the Flowserve network. Usernames and passwords can be obtained from the local IT Service Desk. Note: Employees with a Flowserve email address may also login to the LMS directly.
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Global Technical Training Center (GTTC) The Global Technical Training Center (GTTC – formerly the LRC) is the Flowserve training facility located in Irving, Texas. The GTTC offers product training for Flowserve application and sales engineers as well as for our partners and customers. The GTTC showcases many of our products and is home to state-of-the-art classrooms and hands-on labs that offer the best in product and services training. Classroom theory is taught in an interactive environment and backed up by equipment in static labs and fully functional power labs. Students engage with their peers and learn from trainers with years of experience using fully functional equipment. Depending on your job responsibilities, you may be required to fulfill training requirements for classes offered at the GTTC. At the present time, training may also be offered at other locations in the United States as well as in Essen, Germany, Singapore and other training locations. For course descriptions and schedules, visit the Flowserve website at http://www.flowserve.com/training.
Training Requirements All employees are expected to fulfill training requirements in the following areas. The following training is located in the Learning Management System and can be accessed by clicking on the Login to LMS button found on the Manage My Career tab of the Career Development section of Passport, http://passport.flowserve.com.
Code of Business Conduct/Ethics – all U.S. employees are expected to receive training on Code of Business Conduct Equal Opportunity and Respect in the Workplace–all employees are expected to receive training on Equal Opportunity and Respect in the workplace Safety – all US employees are expected to take safety training. Your training requirements will vary depending on your location and job position. Consult your local safety coordinator or your manager for your specific training calendar. Other – depending on your location and job position, you may be expected to fulfill other training requirements. Please consult your manager for more information.
Internal Job Postings Flowserve is committed to offering employment opportunities to our employees. You can apply for internal job postings by logging on to Passport, go to the Career Development section, click on the Manage My Career tab, and then refer to the Job Opportunities area. Note: In some areas, eligibility for a new job opportunity requires that you are in your current position for 12 months. Check with your local human resources representative for details.
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Overview of Benefits, Time Off and Timekeeping Benefits Flowserve is pleased to offer competitive benefits for our employees including health and welfare options, financial planning and retirement benefits. Your participation in these plans is based on your employment status (full-time or part-time). Please contact your local HR representative for specific information for you. For detailed information, go to the HR tab on Passport at http://passport.flowserve.com. Go to the Your Total Compensation and Compliance section and the Enrollment and View Your Benefits bulleted item. This link will take you to the benefits website, or you can access the benefits website directly using this link, http://www.flowserveflex.com.
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Health and Welfare Flowserve offers a number of different options under our Health and Welfare benefits so you can choose the coverage that’s appropriate for your personal situation. You can enroll in the following plans: An enrollment guide will be mailed to your home address within 14 days of your start date at Flowserve. The enrollment package will contain printed information about benefits as well as your specific username and password to enroll in benefits via the telephone or online. You should read the guide thoroughly before electing any benefits coverage. You must call or register your benefit selections online within 30 days of your start date at Flowserve.
Medical Dental Vision Disability Insurance Health Savings Accounts (HSAs) Flexible Spending Accounts (FSAs) Employee Assistance Program (EAP) Life and Accident Insurance
You may go to the benefits website directly using this link: http://www.flowserveflex.com. Retirement Benefits Flowserve provides you both a pension plan and a retirement savings plan to help you prepare for a financially secure future. The pension plan is solely provided by Flowserve and you are automatically enrolled in the plan when you join the Flowserve team. Your actual plan of pension benefits is determined by your employee group or collective bargaining agreement. The retirement savings plan is a tax-advantaged plan that allows you to make pre-tax and/or after-tax contributions. The company provides matching contributions. The amount of the company match is determined by your employee group or collective bargaining agreement. The collective matching contributions can be invested in an array of diverse investment options that you select. Enrollment in the pension plan and retirement savings plan is automatic. You may go to the benefits website directly using this link: http://www.flowserveflex.com. Financial Planning Flowserve offers financial planning services to associates through a relationship with Ayco Financial planning. Benefits include access to interactive financial planning tools, financial calculators, educational materials and qualified financial planners. Information on this service will be provided in your benefits reference guide. You will receive this guide in the mail within 14 days following your start date. You may go to the benefits website directly using this link: http://www.flowserveflex.com/. Educational Assistance The Educational Assistance Policy is intended to provide Flowserve employees with the opportunity to increase their skill and performance level by providing supplement job experience with additional education in related business fields. Regular full-time U.S. associates in good standing with at least one year of continuous service with Flowserve may be considered eligible for educational assistance. The company will NEWB_01-2009_US.DOC
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reimburse an associate up to 100% of the cost of tuition, registration and other qualifying related fees. Contact your local human resources representative for more information.
Time Off Flowserve has policies and procedures covering the various types of Time Off. Your eligibility for each area will depend on your job status and position. You should consult with your manager or HR representative for specific information that pertains to you. For information and definitions concerning time off, go to Passport at http://passport.flowserve.com. Choose the View Flowserve Policies tab and click either Human Resources or New Employee, then scroll to the appropriate policy.
Vacation Holidays Sick Time Personal Days Timesheets – all employees are to submit timesheets to document their time off
Pay Details and Timekeeping Pay Details Employees are paid bi-weekly, every other Friday (26 pay periods per year). If Friday is a holiday and the offices are closed, payday is moved to Thursday. Employees who enroll in direct deposit will have their funds immediately available on payday after the second payroll cycle from their start date. Employees who elect to be paid by live check will receive their paycheck at the address on record. Live paychecks are mailed to arrive by payday. Automatic Data Processing (ADP) is our third-party administrator for U.S. Payroll. ADP is responsible for processing and mailing paychecks and stubs. ADP offers Employee Self Service options to preview your paychecks, go paperless, change accounts and direct deposit, etc. Go to Passport at http://passport.flowserve.com , click on the HR section, then scroll to the Payroll and Benefits Administration section and click on My Pay & Benefits Online bulleted item. Timekeeping All non-exempt employees must submit a timesheet according to the deadline set by the local timekeeper. Note that the World Headquarter location has a separate timekeeping process. Please consult your local HR representative for details. • Complete the timesheet either manually or on the formatted Excel spreadsheet. Use the pay codes listed on the sheet for paid time off. • Sign the timesheet or send by email to the local timekeeper and immediate supervisor for approval. An electronic signature is assumed if sent from your email address. • The supervisor approves the timesheet with a physical signature or by emailing his/her approval to the local timekeeper. • The timekeeper enters employees' hours into the ADP Payroll system for processing. *Due dates may be changed due to holidays. Non-Exempt Timesheets can be obtained by your local HR Rep or on Passport > HR Tab > Payroll and Benefits Documents and Forms All exempt employees must submit their exception hours as follows:
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•
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Exempt employees send their exception hours (vacation, personal, sick, jury duty, bereavement, etc.) to their department's time collector or local timekeeper (typically a designated executive or administrative assistant). Consult with your supervisor for the designated time collector's procedures. Exempt employees are responsible for obtaining approval from their supervisor prior to taking time off. Consult with your supervisor for his/her preferred procedure. Time Collectors submit their department's exception report to the local timekeeper according to the deadline set by the local timekeeper. The timekeeper enters employees' exception hours into the ADP Payroll system for processing.
All employees are strongly encouraged to become familiar with the paid time off policies in order to accurately understand the acceptable parameters for pay and paid time off. Paid time off policies are found on Passport, click on the HR section, scroll to Policies section, click on Human Resources folder and you can choose any of the following policy documents: US Vacation Policy, US Sick Pay, US Personal Time Off, US Leave of Absence Policy, US Overtime Pay, US Holiday Pay, US Travel Pay
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Overview of Personal and Systems Information Employee Number Employee numbers are assigned when you are entered into the Flowserve Global Employment Management System (GEMS). It is important you learn your employee number because it is necessary to order items such as corporate credit cards and cell phones, and to make travel arrangements, and much more. You can obtain your employee number from your pay stub or contact your local HR representative.
Systems & Passwords There are numerous different systems and passwords that you will use at Flowserve depending on your job position. The following are descriptions of the main systems:
Microsoft Windows – the primary operating system for our computers is Microsoft Windows. If you have access to a computer, your Windows password will be given to you by your HR representative or manager on your first day of employment. Note: Your Passport password will be the same as your Windows password. In addition to allowing you to login to your computer, your Windows password allows you access to the company network, the extended network directories and our intranet portal, Passport at http://passport.flowserve.com.
Lotus Notes – our email and messaging system is Lotus Notes. If you have an email account, your Lotus Notes password will be given to you by your HR representative or manager on your first day of employment. Note: When you first login, your Lotus Notes password will NOT be the same as your Windows or Passport password; however, you may change it to be the same for all 3 systems.
Passport – Passport is our intranet portal located at http://passport.flowserve.com. It is only available when you are logged into the company network. Your Passport password will be given to you by your HR representative or manager on your first day of employment. Note: Your Windows password will be the same as your Passport password.
IT Service Desk / IT Support The IT Service Desk provides support for your company-issue computer and its peripherals, standard desktop applications, local networking, remote access, and email. The service desk also serves as the first point of contact for centralized business systems such as the Performance Management System, LMS, Oracle, servers, PBX, phone service and others. The IT Service Desk is open from 8am to 8pm (Eastern) and can be accessed in a variety of ways:
Phone: 866-435-6948 in North America (please call for urgent issues) Email at
[email protected]. Submit a service ticket online by accessing the IT tab on Passport at http://passport.flowserve.com. Click on Click Here to Submit a Ticket.
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If you submit a service ticket, you will receive a ticket number and the appropriate agent will contact you to help resolve your issue.
Lotus Notes Training and Email Setup Lotus Notes Training Flowserve uses Lotus Notes as the company email and messaging system. If you are not familiar with Lotus Notes, you will benefit from the training options and helpful tips located on the IT tab of Passport at http://passport.flowserve.com. Go to Lotus Notes Online Training link on the main page. Setting up Your Email Profile All employees are asked to review their profile information in Lotus Notes address book. The address book is the way that everyone in the organization, including the IT Service Desk, finds employees. Information pertaining to your location, organization, cost center and manager is automatically populated from your employee records, but you are able to change and update other pieces of information using the link below: http://ormdm8.flowserve.com/apps/corp/editdirectory.nsf. The above link redirects to the Update page. Click the Update link and use your shortname as the username and use your Lotus Notes password as the password. If you do not know your Lotus Notes password, contact the IT Service Desk to request a new one. Your shortname is the name used at the beginning of your external email address (i.e. @flowserve.com). Signature Block To add a signature block to your emails, login to Lotus Notes. From the Menu bar choose Actions, Tools, Preferences, then, click the Signature tab. For detailed instructions, click Help on the menu bar and choose Index which will list topics in alphabetical order. Scroll to Signature. For legal purposes, you must add the following disclaimer to your signature: NOTICE: The information contained in this e-mail, and attachment(s) thereto, is confidential and may contain attorney – client privileged communications. If you are not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately and delete the e-mail from your computer system without retaining any copies. Thank you.
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Accessing e-mail remotely Lotus notes may be accessed remotely while off of the Flowserve network at https://notes.flowserve.com Sametime Instant Messaging All employees who have a Lotus Notes email account also have the ability to use our messaging system, Sametime. It allows you to send instant messages via text to other employees who are active in the system. For a detailed explanation of Sametime and how it works, visit the Lotus Notes training link on Passport. Information Technology Usage It is important to note that all computers and network traffic are the property of Flowserve and all usage thereof is subject to the policies of the company. The company reserves the right to monitor, terminate, and otherwise control usage of information technology resources. It’s important to make sure that these resources are used with the highest level of integrity. For detailed information on the policies and procedures surrounding our IT equipment and services, consult the Flowserve Code of Business Conduct and the IT policies located on the IT section of Passport at http://passport.flowserve.com.
Printers When you receive your computer, you may or may not have a printer associated with the computer. To add a printer, click Start from the Windows Menu. Choose Printers and faxes. Click File, Add Printer, and select the printer name from the list. If you do not know the printer name, contact your local IT support person or the IT Service Desk.
Telecommunications Office Phones: Phone systems vary. Consult your local IT person or HR representative for phone usage instructions. Cell Phones: If your position requires one, a cell phone or Blackberry will be provided to you within the first week of employment. Teleconferencing: InterCall is the name of the teleconference service. InterCall provides web conference functions as well as phone conference functions. For detailed instructions on how to use cell phones or teleconferencing, go to IT section of Passport at http://passport.flowserve.com, click on the Telecommunications tab and scroll to the appropriate are of the page: Teleconferencing, Calling Card, Blackberry Activation, etc.
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Business Cards Before ordering business cards you must check with your manager to see if your position requires business cards and that you are authorized to order them. To order business cards, go to http://www.orderprinting.com. Check with your manager for the appropriate billing information.
Expense Reports Expense reporting is done through an online Lotus Notes database called Boomerang. It is the responsibility of each employee to submit expense reports in a timely manner. Note: Not all facilities have access to this system. Consult your HR representative or manager for specific information that pertains to your facility.
To set up a new account, go to Passport, click on Corporate, select the Finance tab, scroll down to the Accounting section and under “Accounts Payable Shared Services,” click on New Boomerang User Instructions & Request Form from the bulleted list. It may take several days for your account to be setup.
To submit an expense report, go your workspace on Lotus Notes and do a search for the Boomerang database. For details on operating Lotus Notes, view the IT tab of Passport at http://passport.flowserve.com. If you have any difficulties, you should submit a service ticket to the IT Service Desk.
To receive travel reimbursement, you must submit a form to have your expenses direct deposited into your bank account. To do this, go to Passport, choose Corporate section, scroll down to the Travel Information area, click on Travel Expense Reimbursement, then click on Direct Deposit Form and complete the requested information. At this location, you can also view the Travel and Entertainment policy.
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Travel Travel Information is located in the Corporate section of Passport at http://passport.flowserve.com. Scroll down to find Travel Information area on the left side of the page. All Flowserve individual business related travel should be booked through Egencia, including air, hotel and car rental reservations. Profile A generic profile has been loaded for you from the Flowserve HR GEMS system. Use the link below to access your profile and update it with your frequent flyer numbers, personal preferences and credit card numbers.
http://corporate.expedia.com/pub/agent.dll?qscr=logi&gpid=F6FC489B0085 User name: GEMS ID You can find your GEMS ID in your Lotus Notes profile by accessing the domino directory, then click details and then Work/Home; your GEMS ID is eight digits long and starts with a 1 Password: flowservetravel Travel Related Questions: For help with a complicated domestic or international booking or if you have questions regarding navigation of the site, please call 1-800-724-1499 or outside the US 817-524-0981 (international and collect calls accepted). Flowserve travel support is available 24/7. What if I can’t find my profile on Passport? A profile can be created at the following link: http://www.expediacorporate.com/pub/agent.dll?qscr=newa&gpid=8D42E52CA46D User Name: GEMS ID You registration request will be reviewed and approved by the Flowserve Travel Manager prior to activation. Once your profile is activated, Egencia will email your password. Hertz and National: Hertz is Flowserve’s primary car rental agency. National is Flowserve’s secondary car rental agency. Both companies have offered Flowserve travelers complimentary Hertz Gold numbers and National Emerald Aisle
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numbers. The numbers will expedite service when renting rental cars.
Corporate Credit Card Depending on your job position and facility, you may be eligible or required to have a Flowserve corporate credit card. Please check with your manager before ordering a credit card. To order a Flowserve corporate credit card, go to Passport at http://passport.flowserve.com. Click the Corporate tab and scroll down to the Travel Information section. Select your country from the drop down list and click Go. Follow the instructions displayed on the screen. Note: The corporate credit card should not be used for personal purposes. The timely payment of all balances on the corporate credit card is the responsibility of each employee. Flowserve will reimburse you for any acceptable business expenses that were submitted with the appropriate documentation. Flowserve will not pay late fees due as a result of late expense report submission or payment of any balances.
Systems for Managers If you are a manager, you may be required to access special systems. Below are listed some of the more common systems. Contact your HR representative or manager if you need information on how to access to a system that is not listed below. Talent Acquisition System The Flowserve Talent Acquisition System is an online tracking system used to streamline the application tracking process for potential employees and hiring of new employees. Managers who are responsible for hiring people will need to access this system to create and route hiring requisitions. The system is accessible at http://passport.flowserve.com. A link to the system can be found in the Talent Acquisition area of the HR section of Passport. Hiring Managers have access to the system via single sign-on. This means that after logging on to Passport, you will not have to enter in another login to access the system.
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Performance Management System The Flowserve Performance Management System can be accessed by clicking on the PMP System Login button on the Manage My Career tab in the Career Development section of Passport at http://passport.flowserve.com. After you have accessed the system, you will be able to create performance reviews for the employees who report to you. For additional information, refer to the PMP Training and Support Resources drop down within the Tools & Resources area on the Manage My Career tab.
Global Employee Management System (GEMS) As a manager, you may be required to process information pertaining to employees who report to you, such as job transfers, pay increases, changes in status, etc. These types of transactions are done through our Global Employee Management System (GEMS). Your manager must request a GEMS username and password for you. Once you obtain this information, you can login to GEMS by selecting the HR section of Passport at http://passport.flowserve.com, under the Global Employee Management System (GEMS) area you will find the GEMS Login button.
Expense Authorization Summary and Approval Forms (EASAFs) As a manager, you may be required to submit forms to authorize expenses for professional services. At this time Expense Authorization Summary and Approval Forms (EASAFs) are required for any professional service that exceeds $100,000. To understand the guidelines of qualifying expenses and the instructions to submit a form, go to the Finance tab under the Corporate section of Passport at http://passport.flowserve.com and access the information under the Finance Policies, Procedures and Forms area.
EASAF forms are submitted via a database as part of the Lotus Notes system. To access the database, go to your Workspace in Lotus Notes and search for ADAP. Search for EASAF and click on New EASAF Request to complete and submit the form.
Capital Approval Request (CARs) As a manager, you may be required to submit forms to authorize capital expenses. These forms are referred to as Capital Approval Requests (CARs). To review the guidelines for qualifying expenses and the instructions to submit a form, go to the Finance tab in the Corporate section of Passport at http://passport.flowserve.com. The information is under the Finance Policies, Procedures and Forms area.
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CAR forms are submitted via a database as part of the Lotus Notes system. To access the database, go to your Workspace in Lotus Notes and search for ADAP. Search for CAR and click on New CAR Request to complete and submit the form.
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Overview of Flowserve Policies There are many different policies that pertain to our working environment at Flowserve. For details concerning any Flowserve policy or to see a list of all policies, go to Passport at http://passport.flowserve.com. Choose the View Flowserve Policies tab and click either Human Resources or New Employee. Scroll to the appropriate policy and click to open and/or download.
Code of Business Conduct The Code of Business Conduct is available for viewing and/or download from Passport at http://passport.flowserve.com. Choose the Ethics and Compliance tab, select Ethics and Compliance Home, then scroll to Code of Business Conduct. Select your language from the drop down list and click Go.
Policies that Affect Everyone Below is a sample list of policies that apply to everyone in the company. Please visit the View Flowserve Policies section of Passport to review policies in the following areas (and more): Equal Opportunity and Respect in the Workplace Confidentiality Workplace Violence Drug and Alcohol Code of Business Conduct Reporting Code of Business Conduct Allegations or Concerns Antifraud Program Conflicts of Interest Foreign Corrupt Practices Act Anti-bribery Laws Safety Leave of Absence Insider Trading Educational Assistance Information Technology
Policies for Specific Jobs or Locations Below is a list of important policies that apply to a specific job or a specific location. Please visit Passport to review each of these policies. Emergency / Evacuation Security Equipment Check with your manager for additional policies that apply to your specific job or location.
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Appendix The pages in this Appendix are designed to be pulled out and used as independent references.
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New EmployeeChecklist
Before Start Date Before your start date, you should: Sign and return your offer letter Complete a drug-test at Quest Diagnostics Read the Code of Business Conduct Sign and return all of your required new employee paperwork (retain copies for your start date) Take the “Getting to Know Flowserve” tutorial Read the Welcome Book First Day On your first day, be ready to: Participate in a new employee orientation Provide hard copies of your new employee paperwork to your HR representative and bring important documents (passport, driver’s license, social security card) Review important company policies Review job safety training requirements Review General Export Compliance Guidelines Sign and submit any additional paperwork Meet your manager and discuss questions Participate in welcome activities Tour your work area and become familiar with important locations Prepare for and/or receive an appropriate badges and building/parking permits (if required for your location) First Week The first week is a great time to get oriented to your environment and department. Be sure to: Review your job responsibilities with your manager Discuss your division’s and department’s objectives and understand how your role contributes to those goals Schedule a meeting with your manager to establish your performance objectives, measures and the performance review process Discuss time reporting (timesheets, vacation and sick time) Review policies and procedures for phone and computer usage Complete any job required safety training Familiarize yourself with your computer, if you have one, and Flowserve systems such as Lotus Notes Review the New Employee Welcome Book; tour Passport and the company Website Input your travel profile, order your credit card (if applicable) Review facility specific Technology Control Plan (if applicable) First Month The first month is an important time to finalize your benefits, review policies, set objectives and complete any necessary training. Be sure to: Complete all necessary benefit enrollments for health and welfare and retirement savings Finalize your annual performance objectives with your manager Complete the Code of Business Conduct training Complete any outstanding job required safety training Complete any necessary safety training for your location Complete the Equal Opportunity and Respect in the Workplace e-learning course First 90 Days and Beyond Participate in annual performance review with your manager Complete required Ethics and Foreign Corrupt Practices Act (FCPA) training Complete your annual acknowledgement of the Code of Business Conduct Complete your annual requirements for job specific safety training Complete your annual requirements for job specific Export Compliance training
Employee Resource Directory Prior to your start date, your HR Representative is your first point of contact for questions Crisis Information Hotline (North America): Recorded information in natural disaster or other emergency situations Employee Financial Planning Services
Ethics Hotline(North America): To report Code of Business Conduct Violations Health & Welfare Benefits: Intranet Address:
1-866-822-9421 Ph1-866-487-9452 TTY/TDD 1-800-437-6380 http://www.aycofn.com 1-800-799-4597 http://ethics.flowserve.com 1-877-FLS-FLEX (1-877-357-3539) http://www.flowserveflex.com http://passport.flowserve.com
IT Service Desk (North America):
1-866-435-6948 Email:
[email protected]
Retirement Savings (401k):
1-800-523-1188 http://www.vanguard.com/VGApp/hnw/CorporatePortal
Web Address: World Headquarters: 5215 N. O'Connor Blvd., Suite 2300 Irving, TX 75039
www.flowserve.com 1-972-443-6500
