1. Employee Assistance Programme (EAP)
Support for Leadership
Your employees have the same types of issues and challenges that you do every single day. They’re trying to balance home, life and work all in one instance.
I would like to educate you about the resources at your disposal as a manager in a leadership role.

2. Understanding your Morneau Shepell Employee Assistance Programme
Voluntary
Confidential
Help for work, health, life issues faced by you and your family
No cost to you or your eligible family members
The Morneau Shepell Employee Assistance Programme – also known as the E A P – is a voluntary and confidential support service. When accessing the EAP there's no cost to you, your employees or their eligible family members. The EAP is available 24 hours a day, 7 days a week, 365 days a year in your local language.

3. Immediate and confidential help
Confidentiality
No one will know you have used the EAP unless YOU tell them
Convenient counselling locations – AWAY from the workplace and online
Discreet, non-identifying messages, online services and programmes are firewall and password protected
Confidential records
Immediate and confidential help
Confidentiality is THE key feature of our services. We do not disclose any information that would identify you, your employee or the reason for accessing EAP services to anyone, including Caterpillar and your family members. There are a number of ways we maintain privacy and confidentiality both online and offline.
Our clinicians will only leave discrete non-identifying messages with permission only. As a third party vendor of your employer, our clinical files are kept securely and we would require written consent from prior to releasing copies or information. In addition, we protect each individual’s privacy online using firewalls and a personalised password created by each person. We adhere to privacy acts as required by law and take your confidentiality very seriously.

4. Help with any concern Short term, solution focused support
Work/Life Balance
Legal/Financial worries
Family/Parenting
Relationships
Workplace challenges
Stress, depression, anxiety
Addiction concerns
Crisis
The Employee Assistance Programme provides short-term, solution focused support for a wide variety of issues. It is best to address matters early before they escalate into longer-term concerns.
What is solution focused support?
This is a counselling approach that builds a collaborative relationship with the client and a way of working together that focusses on making positive change as soon as possible.
People may make use of the EAP in many different ways:  to obtain information, to set goals and make a change or to remain motivated towards one’s personal goals. There is no one way to use the EAP service.

5. Understanding your Morneau Shepell EAP
24 / 7 / 365
Access to Qualified Intake Professional
Immediate Assessment of Caller’s Needs
Non Urgent Requests
Urgent Request / Crisis Situation
Counselling & WorkLife Support
Counselling modality matched to caller’s need and/or preference:
Face to face
Telephonic
Video Counselling*
Online
Identifies need for help
Needs answer ASAP
WorkLife resource support:
Legal
Financial
Childcare
Eldercare
Immediate access to Counsellor
So what happens when you contact the EAP?
Once you call the number displayed on your EAP communications brochure for your country, all you have to do is identify yourself as an employee or family member of Caterpillar. Both our in-country partners and the Morneau Shepell global Care Access Centre is available 24 hours a day, 7 days a week. The qualified intake professional will gather demographic information and information around the help you are seeking.
If your issue or situation is urgent, our Client Care Representative will transfer you over to a counsellor so you can receive immediate advice and help. For non-urgent requests and Work Life support, the intake professional will make the appropriate recommendations and provide appointment information and next steps to obtain services.

6. Counselling support Short-term and solution focused
Masters-level clinicians
5-10 years of experience
Global network of counsellors
Your EAP counsellors are experienced professionals who will understand your concern and guide you to resolution of your issues. Counselling is provided globally by master level clinicians (or equivalent) with at least 5 years of experience in counselling.
As mentioned before, our counselling programme is a short term and solution focused service. This means you will be addressing your most pressing issue. We work to match you with counsellors best suited for your situation, requested delivery modality and language preference.

7. WorkLife service referrals
Childcare
Eldercare
Financial
Legal
Balancing the demands of work and family is an ongoing challenge for most people, and often the juggling act can feel overwhelming. Whether you’re trying to find resources for daycare, dealing with caregiving emergencies or looking after older relatives, your EAP can help.
Financial assistance provides you with telephonic advice regarding your financial concern. You will have the opportunity to receive telephonic financial consultation from an experienced network of financial professionals who are industry recognised with extensive knowledge in financial management. You can gain valuable insight and applicable information to build a financial plan on a variety of topics, including credit management, debt management, budgeting, and bankruptcy.
Legal concerns can drain you of precious time, money and energy. They can also cause stress and impact your family, work, and life. Take the first step towards resolving your legal issue by getting expert, confidential consultation from our lawyers. Legal consultation can be used for issues such as family, criminal, civil, real estate, wills, estates, and tenant landlord. Please note that our lawyers do not consult on issues of immigration, employment, and tax laws.

8. Global website CaterpillarEAP.com
In addition to seeking in-person or telephonic assistance, many individuals prefer to seek out resources online. Visit the Morneau Shepell Global EAP website for Caterpillar – Caterpillar EAP (dot) com. Log on today to access a list of worldwide access numbers to obtain immediate EAP support.
The global website is available in 27 different languages and contains a variety of timely articles, tipsheets, assessments, newsletters and videos on a variety of topics, all organised in 4 areas of support: work, health, life, and leadership (leadership content is available by self-selecting in a leadership role on the first page). All of the information is localised for your region and culture.

9. Access to our mobile My EAP app
Free download
Immediate access to counselling
Interactive tools and resources
Health an wellness articles and videos
Search “My EAP” at your device app store
Learn more online at CaterpillarEAP.com
In addition to the Global workhealthlife website, we also have our award-winning mobile APP, called My EAP.
The My EAP app allows you to instantly connect to a counsellor to schedule appointments, chat and obtain additional support resources, including articles and tip sheets, while on-the-go.
Download the My EAP app today for free in your app store - simply search “My EAP”.

10. EAP Resources for Leadership
While EAP services are meant for you as an employee, the Employee Assistance Programme can also help you as a leader within Caterpillar. The following information is meant to teach you about the tools available to leadership.
EAP Resources for Leadership

11. Leadership consultations
Sometimes you will need extra assistance…
Employees depicting aggressive behaviour, harassment, difficult personalities, suspected substance abuse, etc.
EAP leadership consultations
EAP professionals available for consultation and advice
Provide support and tools needed to sensitively and appropriately refer employees into the EAP or to other suitable solutions.
Dealing with an employee who needs help can challenge leadership and drain you and your team of precious time, energy and resources. As an individual in a leadership role, you can call and have a confidential consultation with a caring professional on how to handle sensitive employee issues, explore options, brainstorm solutions and work on action plans.
These confidential one-on-one telephonic consultations can assist with workplace conflict, ways to assist a grieving employee or addressing a mental health concern.
It is important to note that your EAP is not familiar with Caterpillar’s internal policies or processes and it is always recommended that you notify your HR representative in areas of suspected substance abuse, harassment and other areas that may impact health and safety in the workplace.
Leadership Consultations can be accessed by calling the freephone number on your materials or the worldwide access number on the global website that will be displayed at the end of this presentation.

12. Workplace learning solutions
Wellness seminars
Effective Communication at Work
Creating Balance in Your Life
Mental Health in the Workplace
Getting Along with Change
Nutrition
Workshops
Respect in the Workplace
Leading Through Change
Professionalism in the Workplace
Workplace Violence Prevention
Substance Abuse
Intercultural learning
Expatriate employees and their families
Cross Cultural Training
Intercultural Coaching
Repatriation Training
Short-term Assignment Training
Learning and development can help you and your teams succeed. Your EAP offers a wide range of Workplace Learning Solutions – Morneau Shepell’s training offering – on topics such as respect, diversity, change, resiliency and intercultural trainings. Depending on the topic, location and language, our team is able to offer a learning solutions through various modalities.
Please contact your Morneau Shepell Regional Customer Success Manager or local partner for additional information, as additional fees may apply.
Additional Fees May Apply

13. Workplace support programs
Workplace referral program
Professional assessment and counselling to support employees who are experiencing performance issues at work
Normally used as part of a performance management process
Monitored or mandated counselling, treatment recommendations and case management
A tool to be used in exceptional situations aimed at helping an employee get the help he or she needs.
Managers help set the counselling goals
Progress information is shared with the referring manager
From time to time, leadership may encounter an employee whose work performance is steadily deteriorating. The problem may be related to a variety of personal or emotional issues that have graduated to a chronic level. This can lead to a number of workplace concerns including increased absenteeism, reduced productivity, safety risks, employee conflict and potential employee termination.
Morneau Shepell’s Workplace Referral Program provides employers with a method of referring an employee who is experiencing work performance issues for professional assessment and counselling.
Please contact your Human Resources or Morneau Shepell Regional Customer Success Manager to learn more about this service and applicable fees.
Workplace referrals may be accessed by calling the freephone number on your materials or the worldwide access number on the work health life website.
Additional Fees May Apply

14. Critical incident and trauma support
What is a critical incident?
“An extraordinary event or series of events which are sudden, overwhelming, and often dangerous, either to one’s self or significant others.”
A workplace accident
The death of a colleague
Serious or terminal illness
Major downsizing/restructuring
Theft or robbery
Bomb threat
A health epidemic
An environmental disaster
Additional Fees May Apply
A traumatic event or critical incident is any situation faced by employees that causes them to experience unusually strong emotional reactions that have the potential to interfere with their ability to function either at work or home.
Whether it’s the death of a fellow employee, serious injury to a colleague, or a threat to safety, employees may experience feelings of stress and anxiety that could affect their work productivity and focus.
Critical Incident/Traumatic Event Support is available through a network of specially trained counsellors who respond immediately to traumatic events.
Please contact your Human Resources for approval prior to initiating critical incident support, as fees may apply for your local business unit. To initiate this service, dial the freephone number on your materials or via the Worldwide Access numbers located on the global website on the next slide.

15. Access anytime, anywhere
You and your family have various ways to access immediate and confidential support. Call us 24/7/365 or visit us online for immediate support or to book an appointment.
For a list of worldwide access numbers, visit:
CaterpillarEAP.com
or via the Caterpillar benefits portal:
EAP.cat.com
In summary, your Caterpillar Employee Assistance Programme, provided by Morneau Shepell, is a free, confidential resource for you and your eligible family members to seek assistance on a variety of issues. Log on to our global website today at Caterpillar EAP (dot) com for a list of worldwide access numbers to obtain the local number for your country.
You may also obtain additional EAP information and brochures containing local numbers on the Caterpillar benefits portal: EAP (dot) CAT (dot) com.

16. Thank you!
Remember, your EAP is here for you as an employee and as a leader. Let us help!
Thank you for listening, and have a great day!