Data Upload and Access Statements

Once your data template is populated, you can upload it to TotalRewards Builder to generate statements. After statements are generated, you can:

• Export employee records
• View online versions
• Print PDF versions
• Delete or clear records

📥 Import Data Template:

1. Go to Administration.
2. Select Employees from the dropdown.
3. Click the Import Employee Records link.
   
   

4. 
   

5. Click the Upload Employee Records button.
   
   
6. Choose the update data template and wait for the job to process, you will see a processing indicator.
7. If the upload is successful, a list of all uploaded employees will display.
8. Click Dismiss to close the upload confirmation.
   

📌 Note: Ensure your data matches the template exactly. Do not rename columns, alter the file structure, or delete columns. If a column is not in use, leave it blank to prevent upload errors.

⏩ Quick Steps: Administration → Employees → Import Employee Records → Upload Employee Records → Choose Template → Process → Dismiss

👀 Access or View Statements:

• View button – Opens the online version of the statement.
• Print button – Generates the PDF/print version.
  
  

📌 Note: Use the View button to quickly check statement details online. Use the Print button to see a downloadable PDF or a hard copy.

⏩ Quick Steps: Administration → Employees→ Select Employee → View / Print