Getting Started

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