Getting started is simple when you follow the TotalRewards Builder workflow. Each step builds on the last, helping you move from initial setup to employee-ready statements.
For your first project, complete the steps in sequence to save time and minimize revisions.
Here’s an overview of the workflow:
📝 Planning
- Decide statement type (e.g., retrospective or current)
- Review or create sample statement
- Set up admins
- Update statement settings
⚙️ Programs
- Identify programs to include
- Define cash compensation (salary, wages, annual bonus)
- Define benefits (medical, dental, vision, insurance) and estimated tax savings
- Define other valuable benefits (PTO, holiday pay, sick time)
🎨Design
- Create or edit welcome letter, intros/footers, and add footnotes
- Define non-cash content pages (Health, Income Protection, Retirement, and Other Benefits)
- Add images (executive photo, logo, page content, printed statement)
- Choose chart styles
🔍Data Integrity
- Download the data template
- Collect and organize employee data
- Map and upload data
- Conduct final review
📣Engagement
- Edit employee emails
- Send communications and survey
- Monitor statement access
- Review results