Purpose: This guide provides an overview of Total Rewards for BambooHR admins including how to access, add, remove, and view Total Rewards. 

Table of Contents

• Accessing Total Rewards
• Adding Employees
• Removing Employees
• Viewing employees' Total Rewards
• Understanding employees' Total Rewards

From Settings (gear icon), navigate to Total Rewards. If you are having trouble accessing the Total Rewards settings, make sure you have completed the setup checklist and have the Full Admin access level enabled on your account.

1. From Settings, navigate to Total Rewards. 
2. Click Add Employees to select specific employees. 
3. Click on an employee name and click ">" to move them over to the Selected Employees area. Do not forget to filter the list of available employees if you need to select employees from a similar department, division, location, etc. You can do this by clicking All Employees below Available Employees.

1. Click Next Step to confirm the added employees and their compensation data. You can also click on the preview icon to the right of the employee name to preview their Total Rewards statement. The added employees will receive an email notification. 
2. Click Save & Finish to save your changes to add the employee(s).

When added, an email will be sent to the selected employee(s) from BambooHR notifying them that their Total Rewards statement is ready to be viewed. Click Send to complete the process of adding your employees.

1. From Settings, navigate to Total Rewards. 
2. Select one or more employees from the table by marking the appropriate checkboxes.
3. Click on the trash can icon at the top of the list. 

Follow the steps to confirm the removal of the employee(s) you have selected. This action will immediately remove the selected employee from the Total Rewards list. It will also remove the Total Rewards selection from their employee profile. 

Managers currently do not have access to their direct reports’ Total Rewards Statements, as statements can include information that may be beyond the scope of the manager’s access, like Equity, Benefits, and Bonuses. 

If a manager needs access, a Full Admin can download an export of the statement to share with managers regarding their direct reports.

When you preview an employee’s Total Rewards statement, you will see all of their total rewards information. Here is how to understand the statement.

1. Total Rewards Overview: Current compensation number, including current pay rate, bonus, commission, and benefits and perks in an interactive view
2. Compensation Details: Breakdown of current pay rate, benefits, and perks with the monetary value and percentage shown
3. Current Pay: Current compensation number. This will show in salary or hourly based upon current compensation data.
4. Pay History: Pay history showing adjustments over time
5. Potential Bonus: Total projected bonus for the year if an employee is projected to receive an additional bonus at a future date.
6. Bonus History: Bonus history showing adjustments over time
7. Commission Summary: Total cumulative commission over time
8. Commission History: Commission history showing adjustments over time 
9. Equity Summary: Summary of current equity for the stated year
10. Equity Details: Summary of grant name, vesting start date, strike price, estimated cost to exercise, estimated total value, percent value, and vesting schedule
11. Estimated Valuation Growth: Interactive estimation of growth based on company information
12. Benefits Summary: Total amount of company contributions for an employee's benefits
13. Benefits Details: Current benefits breakdown, including perks and reimbursements. If you are using Benefits Tracking, clicking the description under each benefit will bring you to the benefit's website. If you are enrolled in Benefits Administration, clicking the description under each benefit will show modal with more details
14. Time Off Summary: summary of time off including paid time off, volunteer time, sick days, etc
15. Holiday Summary: summary of all company holidays
16. Disclaimer(s): BambooHR and your company's custom disclaimers