Branding

What is Design? Design is the aesthetics of the statements. This is where you brand, change colors, graphs and layout of the online and PDF/print statements. Chart Options - are typically left enabled with the except...

Chart Options  - are typically left enabled with the exception of the two-page print statement. On the two-page statement the pie chart under the Estimated Tax Savings section is often remove. Uncheck tick boxes to show chart ...

Color Options  - are the primary and secondary colors of the online and pdf/print statement. Note:  Enter  HTML codes  in the appropriate color fields for an identical match to your branding guide or cli...

To update the logo on the statement to your own organization's logo Your browser does not support HTML5 video. Go to Design,  then choose Upload Images. Choose a file from your comput...

All statements are accessible in both an online format as well as a printable, PDF format.  The main difference with the PDF version  of the statements would be the images on the welcome page.  These images are pre-selected, with the option t...

For the Online version of the statement, you can add images to the right-hand side. This is applicable to all the online pages.  Click on Content   and select content that you want to work one, in this example,  Health ...

Date Selections  - allows you to update the header on the  PDF/print statement  and header of each tab on the online statement. Data as of Date displays on the Compensation page of the  online statement  and is...

Statement Layout -  allows you to choose the PDF/print statement layout. Available layouts are 2-page, 4-page and online layout which is a replica of the online statement. 2-page or Letter is the default layout ...