U.S. Version - Welcome to the Flowserve

U.S. Version
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
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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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•
•
•
•
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
NEWB_01-2009_US.DOC
17
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.
NEWB_01-2009_US.DOC
18
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. <shortname>@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.
NEWB_01-2009_US.DOC
19
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.
NEWB_01-2009_US.DOC
20
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.
NEWB_01-2009_US.DOC
21
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
NEWB_01-2009_US.DOC
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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.
NEWB_01-2009_US.DOC
23
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.
NEWB_01-2009_US.DOC
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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.
NEWB_01-2009_US.DOC
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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.
NEWB_01-2009_US.DOC
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Appendix
The pages in this Appendix are designed to be pulled out and used as independent references.
NEWB_01-2009_US.DOC
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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