Getting Started with TotalRewards Builder - A Process Overview
The process for designing, delivering and measuring the success of your TotalRewards project involves 7 key steps. When creating your first TotalRewards project, follow these steps in order to avoid re-work.
This knowledgebase provides detailed instructions on each step along with some video tutorials to help you through the process.
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
Program Names:
- Determine what programs will be included in statement
- Define the cash compensation programs (e.g. salary, wages, annual bonus)
- Define the benefit programs (e.g. medical, dental, disability insurance, etc.)
- Define pay programs that offer pre-tax savings
- Define other valuable benefit programs (e.g. PTO, holiday pay, sick time, etc.)
Content and Formatting:
- Create a welcome letter
- Edit text for introductions and footers
- Add footnotes
- Define Content Pages for non-cash compensation programs (e.g. Health & Wellness, Retirement & Financial Security, Additional Benefits & Perks)
- Add language to describe programs
Branding and Design:
- Upload Logo
- Define charts and graph styles
- Add images to each page
- Select Images for printed statements
Data Management:
- Download a data template
- Collect & organize employee data
- Map & enter employee data into data template
- Upload data template
Statement Audit:
- Final review of employee data
Promotions and Launching Statements:
- Create email template to invite employees to view total rewards statement
- Send invitation to employees to view total rewards statement
Measure Success:
- View which employees have accessed their total rewards statement