Designing, delivering, and measuring a successful TotalRewards project involves seven key steps. To avoid rework when creating your first project, follow this process sequentially.
Here’s a quick look at the full workflow:
📝 Planning
- Define the type of statement you want to create (e.g., retrospective or current).
- Create or review a sample statement.
- Configure who the administrative users will be.
⚙️ Programs
- Identify which programs will be included in the statement.
- Define cash compensation programs (e.g., salary, wages, annual bonus).
- Define benefit programs (e.g., medical, dental, disability insurance).
- Define pre-tax pay programs (e.g., commuter or retirement savings).
- Define other valuable benefits (e.g., PTO, holiday pay, sick time).
✍️ Content
- Create a welcome letter.
- Edit introductory and footer text.
- Add footnotes.
- Define content pages for non-cash programs (e.g., Health & Wellness, Retirement & Financial Security, and Additional Benefits & Perks).
- Add descriptions for each program.
🎨 Branding
- Upload your company logo.
- Choose chart and graph styles.
- Add images to each page.
- Select or upload images for printed statements.
📊 Data + 🔍 Audit
- Download the data template.
- Collect and organize employee data.
- Map and enter data into the template.
- Upload the completed template.
- Conduct a final review of employee data.
📣 Promotions
- Edit or create an email invitation for employees.
- Send invitations to access their Total Rewards statements.
📈 Analytics
- Monitor which employees have accessed their statements.