📝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 and ...

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 ...

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. You can add Admin Users either  one at a time  or  in bulk ...

In the Settings section, you can update your statement preferences: Edit Page Titles or Headers Set the Number of Decimal Places Adjust the Tax Savings Rate (default is 35%) 🛠️ Update Statement Settings: Go to Administration. Select ...