📝Planning

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 an...

Defining the time frame is the first item of business in building Total Rewards statements. It determines what data to capture and included. There are two main time frames: Retrospective Statement A “look back” at compensation and benefits pr...

Sample statements are a great way to visualize your final output. Use the options below to download examples or create a sample employee to preview real-time statement changes. 📄 Download a Sample Statement: Sample 2-Page Statement (PDF) ...

Admin Users have full access to the portal. They can view and edit all employee information, including Cash Compensation  and  Benefits , and can also invite others to become Admin Users. Your browser does not support HTML5 video. ...

Change Preferences on Statements Settings is where we edit  Page Titles  or  Headers,  set  Number of Decimal Pages  and change  Tax Savings Rate  if different from 35% effective tax rate. Just click on the field/s ...