HSA PPO

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Welcome
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
2013 New Hire Orientation
Human Resources
Guidewire Confidential and Proprietary Information
Do Not Distribute
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
Welcome to Guidewire!
The goal of this meeting is to make your new-hire experience
as smooth as possible and provide you with necessary tools
and resources
3
Agenda
• Introductions
• Your New Hire Packet
• “Who We Are” Presentation
• The Wiki
• Support Teams & Programs
• US Benefits
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
4
Tell Us About You
• Your Name
• Position
• Location
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
5
Your New Hire Packet
• US Specific
- Benefits and 401k Information
- Employee Handbook on ESS
- Payroll Information
- State specific documents
- New Hire Guide
- Prior 401k & HSA Contribution
• For Everyone
- Books from Marcus
- Values and Practices presentation
- Overview of Property & Casualty Insurance
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
6
The “Who We Are” Presentation
• Learn about our history, business and
Guidewire values
• Hosted once a month by one of the
co-founders or a member of the mteam
• A meeting invitation will follow
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
7
Meet the mteam
MARCUS RYU
NEIL BETTERIDGE
KAREN BLASING
KEN BRANSON
BEN BRANTLEY
BRIAN DESMOND
WINSTON KING
DAN GORDON
JEREMY
HENRICKSON
PRISCILLA HUNG
MICHELLE LYNCH
EILEEN MAIER
KEITH STONELL
JEFF PROUDFOOT
BRIAN MOORE
ALEX NADDAFF
HELEN REID
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
STEVE SHERRY
IAN TAVENER
8
Our Functional Organization
Professional
Services
Operations/
Marketing
Corporate
Development
CEO
Product
Development
Sales
Finance
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
9
Company Values
Integrity
Tell the truth to customers and employees
Rationality
Make decisions based on facts and logic
Collegiality
Work as a community of equal professionals
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
10
Company Goals FY 2013
• Maximize license revenue growth in FY13
• Win market leadership in key segments
• Improve margins and profitability
Talk to your manager about how to align these
priorities with your job responsibilities
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
11
We Are Growing
Reached 1000 employees in March 2013! As of 07/31/2013 – Total HC ~ 1149
POLAND
(12)
GERMANY
(13)
CANADA
(78)
UK
(78)
ITALY
(5)
BEIJING (4)
IRELAND
(112)
UNITED STATES
(780)
FRANCE
(14)
HONG KONG
(1)
AUSTRALIA
(25)
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
JAPAN
(23)
12
Global Headcount by Function
As of 07/31/2013
2%
1%
4%
G&A
7%
5%
Professional Services
Product Development
Sales
12%
11%
47%
Sales
Professional
ServicesMarketing
43%
27%
Product
Development
32%
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
Product Marketing
Operations
G&A
13
Foster City Office
• Dress Code
• Work Hours
• Guidewire Floors:
East Tower – 7th, 8th West Tower – 5th, 8th
• Kitchen Snacks and Drinks
• Summer Company Picnic
• Thirsty Thursday
• Boomerang Express Dry Cleaning
• Peninsula Jewish Community Center PJCC
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
14
Bay Area Best Place to Work
• Received award 4 years in a row
• Employee voted
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
15
The Wiki
• Company Intranet: http://wiki/index.php/Main_page
• People Page: Employee Photo Directory
• Portal: Blogs, articles, company information from PS
• WebEx: Online Collaboration, IM, or phone conferencing
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
Meet the Support Teams
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•
•
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Corporate Services
Payroll
Accounts Payable
Facilities
Information Technology
Legal
Human Resources
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Corporate Services
Administrative
Company-wide
events / Meetings
• Open door policy to • Event Planning
mteam
• Manage executive
calendars
• Executive travel
• Executive errands
• Executive event
support
• Internal event
support
• Employee surveys
• Budgeting
• On-site or off-site venues
• Collaboration with IT
• Day of event support
• All Hands Company
meeting (4x a year)
External-facing
Meetings
Culture &
Communications
• Roundtable Lunches
• Calendar and
planning
• Wiki People Page
• Catering orders
• Employee surveys
• Content/Agenda
planning
• Day of event
support
• Annual Company Picnic
• Holiday Events
• Analyst Day
• Connections Executive
Briefings and Roadmaps
Meetings
• HQ Visits
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
Contact:
corporateservices@guidewire.com
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Payroll
Contact US & Canada Payroll at: payroll@guidewire.com
• Pay Date/Payroll Schedule
• First Paycheck
• Direct Deposit
• Tax Forms
• ADP IPAY
Payroll by country:
UK - ukpayroll@guidewire.com / France – francepayroll@guidewire.com
Germany – germanypayroll@guidewire.com / Italy – Italypayroll@guidewire.com
Ireland – irelandpayroll@guidewire.com / Poland – polandpayroll@guidewire.com
Austria – austriapayroll@guidewire.com / Netherlands –
netherlandspayroll@guidewire.com
APAC – jsmith@guidewire.com
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
19
Accounts Payable: Travel and Expense
• Expense Reports
- Empire (PS employees)
- Concur (non-PS employees)
• The Travel and Entertainment (T&E) policy
• Direct Deposit for expense reimbursement
US & Canada AP: AccountsPayable@guidewire.com
EMEA AP: emeapayables@guidewire.com
Australia & New Zealand: ANZpayables@guidewire.com
China: CHINApayables@guidewire.com
Japan: JAPANpayables@guidewire.com
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
20
Concur Travel & Expense
• Demos of Peak/Concur system is available on the Wiki
- Note: New Hire access to Concur Travel (to book travel) will not be
available until 24 hours after you are in our HR System
- Contact Travel at: travel@guidewire.com
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
21
Health Coverage and Resources When Traveling
• ACE Business Travel Accident Insurance and
Assistance Program is applicable to all employees
for business and personal trip
• US & Canadian Employees out of area health
coverage available on the Wiki:
http://wiki/index.php/Worldwide_Coverage_Plans
_and_Information
• Workers Compensation Insurance – Get the help
you need and notify hr@guidewire.com should you
have an on-the-job injury/illness.
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
22
Key Areas of Support
Provided by Facilities
HQ Facility, Security
& Services
• Access badges for Foster
City employees
• Visitor’s ID for all employees
• Parking, Fitness Center,
Security and Janitorial
Services
• Lease management, Space
Planning, Reconfigurations
and Vendor Tracking
• Business Card Ordering
• Conference Rooms & Floor
Health and Safety
• Emergency Action Plan (EAP)
• Floor Warden Training
(Please Contact
facilitiesrequest@guidewire.
com if you are interested in
volunteering)
• Ergonomic Training,
equipment and Evaluations
• PJCC Fitness Center
• Snacks, Kitchens and Office
Supplies
North American
Travel Program
• Travel Agency
Management
• Concur Travel Online
Booking Tool
• Negotiated Travel
Contracts: Air, Hotel and
Rental Car.
• Where to book travel –
travel.guidewire.com
• Questions:
Travel@guidewire.com
maps
Contact: facilitiesrequest@guidewire.com
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
23
Facilities
• Procurement is managed by the Facilities
Department
• Policy and procedure can be found on Wiki
under Finance
• Purchase Order required for any goods and/or
services over $1,000 USD
• Contact purchasing in the appropriate region:
- Purchasing@guidewire.com
- EMEAPurchasing@guidewire.com
- APACPurchasing@guidewire.com
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
24
Emergency Action Plan
Emergency
Action Plan
Where to Find
the Documents
Communication
• This plan is in place to ensure employee safety
around emergencies during regular hours and after
hours. The EAP is a written document detailing and
organizing the actions and procedures to be followed
by employees in case of a workplace emergency.
• http://wiki/index.php/Emergency_Action_Plan.
It is the responsibility of all employees to review
this information regularly.
• The Campus system uses Alarm and Strobe lights.
Pull stations are located all floors, including near
exiting stairwells. The location can also be found
on the Evac Plans posted on each floor.
– Emergency Reporting, 911—SM Fire Dept 650.522.7170
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
25
Employee Action Plan —Assembly Area
Key Points for all personnel
to follow during evacuation
• DO stop all work.
• DO exit through nearest door,
and go directly to Assembly Area.
• DO NOT stop at your desk or work
station for personal belongings.
• DO NOT go to the restroom.
• DO NOT return to the building
until advised to do so.
• DO NOT attempt to move vehicle(s)
unless instructed to do so.
• DO NOT block emergency vehicle
thoroughfares.
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
26
Information Technology Team
• Where and how can I get IT assistance?
• Helpdesk Hours (PST)
- 8 a.m. to 6 p.m. (Foster City, US)
- 1 a.m. to 8 a.m. (Dublin, Ireland)
• If you need IT assistance please email
- helpdesk@guidewire.com
• Call extension 6800 or dial direct 650-357-6800
• After hours critical IT emergency: call 800-507-2816
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
27
What Software Do We Use?
Email Client
Outlook 2010
Email Backend
Phone
Online Meetings
Exchange 2010
Software (X-lite) or Hardware
WebEx
Instant Messaging
Wiki
Virtualization
WebEx Connect
MediaWiki
Vmware, Citrix XenServer
Source Control
Bug Tracking
Perforce, GitHub, SVN
Jira
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
28
Legal - Key Areas of Support
Provided by the Legal Department
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Corporate Governance
Policies and Guidelines
Securities Regulations
Patents
Trademarks
Contracts
Non-Disclosure Agreements (NDAs)
Confidential Whistleblower:
WINSTON KING
Vice President,
General Counsel and Secretary
Foster City, CA
Contacts:
General legal matters:
legal@guidwire.com
wking@guidewire.com
showarth@guidewire.com
cpritchard@guidewire.com
michelle@frenoconsulting.eu
Contract signature requests:
contracts@guidewire.com
Website: http://www.openboard.info/GWRE/
Email address: GWRE@openboard.info
Phone number: 1-866-375-8595
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
NDA signature requests:
ndas@guidewire.com
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HR Team
•
•
•
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•
•
HELEN REID
Vice President, Human
Resources & Administration
Recruiting
HR Business Partners
Compensation & Benefits
Training & Development
Global Mobility / Immigration Support
Contact: hr@guidewire.com
HR Programs
Performance Review
The formal annual Performance Review happens once a year in fall
Merit increase is incorporated with the review schedule
Bonus Program
Employees who are on a target bonus plan and started prior to May 1st are
eligible for current fiscal year payout. Our fiscal year is from August 1st to July
31st. Employees on a variable compensation plan are not eligible.
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
30
Recruiting
TRACI MCCULLEY
Global Recruiting
Director
• Recruiting Business Partners assigned by Region / Function
• Manages Employment Branding / Talent Acquisition / Interview Process /
Schedule Coordination / Offer Process
• Manages Employee Access to Jobvite, where you can share our positions
with your social networks or submit referrals
• Manages Employee Referral Program
‐
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‐
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Regular full-time employees are able to participate
The cash award is payable after the referred candidate has completed
3 months of active employment
Technical (PD & PS), Sales, & Marketing roles the payout is $4,000
G&A / Administration roles the payout is $2,000
Hard to Fill Roles (announced by Recruiting) payout is $6,000
Recommendation / Lead Bonus payout is $500 if you have a contact
but want to have recruiting team recruit and get resume
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
Mandatory Harassment Prevention
Training for People Managers
• AB1825 California’s Sexual Harassment Training Law
• Adopted as company-wide policy
• 2-hour “Supervisor Anti-Harassment”
training hosted through Lawroom.com
• Must be completed within 90 days of hire
or promotion
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
31
New Hire Restricted Stock Units
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When will I receive my RSU Grant?
• Upon Board Approval, New Hire RSU grants are
approved once per quarter:
- Approvals occur in March, June, September, and December
- Grant submission for approval is dependent on your hire date
• E*Trade email notifications for account activation
and grant acceptance will be sent within 1 month
from grant date.
• Every employee is automatically set up with an
E*Trade Employee Stock Plans Account.
• Contact: Stock-admin@guidewire.com
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
34
What is a Restricted Stock Unit (RSU)?
• Right to receive shares of Guidewire common stock
• No cost to acquire the shares – price is $0
• Shares issued upon vesting
- Continuous employment by Guidewire from grant to vest dates is
required
• RSU shares are considered taxable income
Vesting Schedule
• New Hire RSU awards vest over 4 years
• 25% vests after 1 year of service and quarterly
thereafter for the remaining 3 years
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
U.S. Benefits
36
The U.S. Benefits Package
Welfare
Plans
Income Protection
Life, AD&D,
Short-Term Disability
Long-Term Disability
Other Benefits
Health & Related
Medical (HMO, PPO, HSA)
Dental
Vision
FSA—Health Care
FSA—Health Care Limited
FSA—Dependent Care
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
Retirement
401(k) Savings Plan
Company Match
Vacation and Sick Pay
Holiday Pay
Commuter Check
Employee Assistance
Program
37
Eligibility and Effective Dates
Eligibility
Effective Dates
Employees
Upon Hire
• Regular work 30+ hrs/week
• FSA - 1st of mo following hire
Domestic Partners
• All other plans—hire date
(Med, Den & Vision)
• Living together as if married
• Affidavit
Qualifying Events
• 1st of month following date
of qualifying event
Dependents
• Medical
‐ Until age 26
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
Must enroll within
30 days of event
38
Employee Contributions
• Guidewire Employer Contributions except Anthem Blue Cross
H.S.A. compatible plan. Guidewire will cover 100% of the
employee and any dependents enrolled in the Anthem Blue Cross
H.S.A.
- 90% for employees
- 70% for any dependents
- Pre-tax deductions taken semi-monthly via payroll
http://files/network/TeamInfo/wikiinfo2008/HR/2012_Employee
_Contributions.pdf
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
39
Our Medical Plans
Health Maintenance
Organization (HMO)
(Calif only)
Preferred Provider
Organization (PPO)
(National)
Health Savings Plan
(HSA PPO)
(National)
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
•
•
•
•
Designated Primary Care Physician (PCP)
Referral required to see a Specialist
No deductible
$15 co-pay for office visits
• Freedom to choose providers
• $20 co-pay for in-network office visits
• Co-insurance -after deductible
• High deductible PPO
• Save pre-tax to HSA account to pay expenses
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HSA Concept: Two Parts
The HSA Eligible Medical Plan is required to open up an HSA
HSA Eligible
Medical Plan
High Deductible Plan
+
Health Savings
Account
Checking/Savings Account
Pays for Healthcare Expenses
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
41
Doctor Visit Process—PPO vs. HSA PPO
PPO
HSA PPO
Show ID to Provider
Pay $20/visit
No co-pay
Provider will submit claim to Anthem
Anthem will send EOB to you and provider
Pay claim with after-tax dollars,
Pay claim with after tax dollars,
or with pre-tax FSA Health funds
or pre-tax HSA savings account
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
42
Is HSA Right for You?
Pros
Cons
Guidewire pays 100%
of premiums
High deductible cash flow
concerns
Savings and earnings tax-free
(Brokerage Link)
No HSA tax deductions
in most states
HSA accounts are portable
Self-administration
and record keeping
Pay for medical, dental, and
vision expenses; long-term
care premiums; COBRA, etc.
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
Learning how HSAs work
43
Metlife Dental
Covered Services
Deductible
Preventive
Basic Services
Major
Annual Benefit Cap
Orthodontia
(to age 19)
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
In-Network
Out-of-Network
$50 per person per year
100% (deductible waived)
90%
60%
80%
50%
$2,000
$1,500
50% to $1,500 lifetime
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VSP Vision
Covered Services
Copayment
Exams
Lenses
Frames
Contact Lenses
Laser Vision
Correction
In-Network
Out-of-Network
$20 per person per year
Once every 12 months
Once every 12 months
Once every 24 months
$120 allowance, 20% off amount over your allowance
Once every 12 months in lieu of frames/lenses $120 allowance
for contacts and the contacts lens exam (fitting & evaluation)
Average 15% off regular price or 5% off promotional price
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
45
Medical and Dental/Vision Opt-out Credit
Waiver medical
and dental/vision—
GW pays your
$200/mo.
Sign Waiver
Agreement
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
Taxable Income
46
Flexible Spending Accounts (FSA)
Pretax Savings
Account
Who Can
Enroll?
FSA Health Care
Medical, dental
and vision care
expenses
Any EE not
enrolled in HSA
Health Limit
Dependent
Limit
•
•
•
•
Limited FSA
Dental and
vision expenses
only
HSA PPO
enrollees
Dependent Care
Dependent care expenses
Eligible dependent
Claimed on Fed Tax Form 2441,
Child(ren) under 13 years old,
Mentally/physically unable to
care for self
$2,500
$5,000 (2,500 if married and filing separately)
Use it or lose it
SAVE YOUR RECEIPTS—claims substantiation is required
Only a qualifying event allows you make changes to plan
Domestic partners ineligible.
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
47
Commuter Checks – Flex-Plan Services
General
Information
Maximum
Monthly Limit
Enrollment
Information
Election
Deadline
• Buy transit passes—pre-tax through payroll
• Passes can be purchased in any denominations
• Checks mailed to your home address
• $125 for transit/vanpool
• $240 for parking
• Register online
• New election and changes made by the 10th
of the month will take affect following month
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
48
Life Insurance
Basic Life Insurance
Accidental Death and
Dismemberment
Accelerated Life Benefit
Spouse
(domestic partner
ineligible)
Child(ren)
Company Paid
Voluntary (You Pay)
2 X annual base
Up to $500k
($150k Guarantee 1st 30 days only)
$500k max
2 X annual base
Up to $500k
$500k max
Pays up to 50% if terminally ill
Not available
100% of your election up to
$500k
($25k Guarantee )
100% of your election up to $10k
• Company paid Life Ins Premiums > $50k is taxable
• Evidence of Insurability (EOI) form is required over Guaranteed amounts.
Effective date first of month following approval.
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
49
Disability Benefits
Short Term Disability—STD
Long Term Disability—LTD
Coverage
60% of weekly base salary
60% of monthly base salary
Maximum
$2,900/wk
$12,500/mo
7 days
90 days
Up to 13 weeks
Up to 2 years
Waiting Period
Duration
Benefit Integration
Taxable benefit
(Longer if incapacitated)
• State Short Term Disability
• Social Security and workers compensation
• Other income
Yes—if company pays
premiums
Yes
No—if you pay premiums
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
50
EAP Program - LifeBalance
COUNSELING
PARENTING
• Offer support and guidance
• Offer in-person appointment, if needed
• Develop action plan
•
•
•
•
•
CARE GIVING
RELOCATION
COLLEGE
• Sickness and
Care Giving
• Elder Care
• Special Needs
• Relo Information
• Parental Tips on
Moving
• Community
Resources
• Schools
www.lifebalance.net
• Pre-college planning
• Adult Re-entry
Programs
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
Prenatal Planning
Adoption
Child Development
Parenting Skills
Child Care
51
Welfare Benefits Enrollment
Deadline
Where to Enroll
Impacts
ID and Debit Cards
30 days from your
date of hire
Enroll through
Employee SelfService (ESS)
Allow 2–4 weeks
delivery to home
for Medical only
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
52
U.S. Employee Self Service – ESS
https://portal.adp.com/public/index.htm
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
53
U.S. Handbook on ESS
https://portal.adp.com/public/index.htm
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
54
Qualifying Events and Changes
• Change in work hours
• New Address moves you outside of plan’s
•
•
•
•
•
service area
Loss or new coverage elsewhere
Marriage or divorce (new or end of domestic
partnership)
Birth or adoption
Death in the family
Notify HR within 30 days of event date via ESS
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
55
Guidewire 401k Retirement Plan
• New Hires will be automatically enrolled with a 6%
deferral (pre-tax) to one of the life cycle funds
based on your age
• If you wish to change your contributions or
investment, go to: https://401k.fidelity.com
• Fidelity login instructions will be sent to you by mail
or find instructions online via benefits portal
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
56
Guidewire 401k Retirement Plan
Fidelity
Eligibility
Sources
Plan Contribution Limits
All employees upon date of hire
Pre tax 401k or after tax Roth 401k
Up to 60% of gross income (up to 100% for catch up)
2013 IRS Maximums
$17,500
Catch-up—$5,500 if you turn age 50 this year. Combined
pre tax 401k and Roth 401k may not exceed these limits.
Guidewire Match
Rollovers
Loans
Beneficiary
Enroll Now
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
$.25 on the dollar up to 8% of your contribution to a
maximum of $2,000 per calendar year
You may roll over assets from another qualified plan
Minimum $1,000, up to 50% of your vested account
balance up to $50,000
Please designate beneficiary in the Fidelity website
www.401k.com
57
Time Off Policy
Vacation Time Off
Length of Service
Semi-mo accrual
Annual Accrual
CAP
< 2 years
2–4 years
4+
5.0
5.67
6.67
15 days
17 days
20 days
210 hrs
240 hrs
280 hrs
Sick Time Off
5 days per calendar year to all eligible employees.
Use it or lose it.
• Requesting time off—Web-based PTO Request
• Leaves of Absence—Contact HR
• Holidays—Schedule on ESS
• US Holiday Shutdown – 3 days
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
58
http://www.filice.com/benefits/guidewire
Contact our Benefits HelpDesk Rep: Eric Pogue at epogue@filice.com or 925.299.7212
CONFIDENTIAL. © Guidewire Software, Inc. Proprietary and Confidential Information.
Thank you
Questions?
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