Data Management and Statement Audit

Articles

Create Data Template
What is a Data Template? The  data template is generated based upon the programs entered: Cash Compensation, Benefits, Estimated Tax Savings and Other   Valuable Benefits.  After you have entered and finalized your programs ...
Data Management Best Practices
Below are some of the Excel functions that are used to map and normalize data onto the data template for TotalRewards Builder.  Common Excel Functions  These are the most commonly used excel functions for data management. 1. ...
Upload and View Statements
How do we generate statements from a data template? Once the data template is populated we are able to go back into TotalRewards Builder to upload the template.  Once statements are generated we have the option to export the records, v...
Data Upload Error Codes
Data Upload Error Codes -  Error Code: Invalid Literal for int() with base 10:    Translation:  Employee ID field includes non-numerical values. Employee ID's must be numerical values only. The template will fail ...
Export and Clear Statements
Is there a way to back-up my data file or delete employee records?  The article below will walk through how to generate a back up file and clear all employee records if needed.  Clearing all employee records is recommended each time you refr...
Statement Audit Best Practices
What are Best Practices? These are set of guidelines, ethics or ideas that represent the most efficient and effective or prudent course of action. These are procedures that have been shown by research and experience to produce optimal ...