Total Rewards Settings
What are the Total Rewards settings?
Purpose: To help you understand all of the settings in Total Rewards.
Accessing Total Rewards
To set up Total Rewards in your account, navigate to Total Rewards in Settings, then, click Total Rewards.
Total Rewards setup checklist
From Total Rewards menu, click the Setup Checklist on the top, right of the page. A modal will appear with more information for setting up Total Rewards. This includes additional information on:
Total Rewards custom disclaimer
If you'd like to add a custom disclaimer to the Total Rewards statement click the settings gear > Edit Custom Disclaimer.
A modal will pop up where you can add, edit, or delete the custom disclaimer. Click Save to save your changes.
You can also add and edit the customer disclaimer from any Total Rewards statement by scrolling to the bottom and clicking Add Custom Disclaimer. Click Save to save your changes. Any added or edited custom disclaimers will show across all Total Rewards statements.
Adding employees to Total Rewards
To add employees to Total Rewards, navigate to Total Rewards in Settings, then, click Total Rewards. From here click +Add Employees to select specific employees to add to Total Rewards.
Click on an employee name and click ">" to move them over to the Selected Employees area. Clicking on ">>" will move all of the listed employee to the Selected Employees area.
To make sure accurate information appears in the employee's Total Rewards statement confirm you have their employee information filled out, specifically employment status, compensation, bonus, commission, and benefits. Employees must have supported compensation before being added Total Rewards.
You can 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.
Once you've selected your employees, click Next Step. Confirm the employees on the next page and click Save & Finish.
The selected employees will be sent an email from BambooHR notifying them that their Total Rewards statement is ready to be viewed. Click Send to send the email to the selected employees.
Once added to Total Rewards, the employee can view their Total Rewards statement directly from their BambooHR profile under Total Rewards.
Removing employees from Total Rewards
To remove employees from Total Rewards, navigate to Total Rewards in Settings, then click Total Rewards. From here click on the checkbox to select the specific employee(s) and then click the trashcan icon to remove them from Total Rewards.
Confirm that you would like to remove the selected employees and click Remove Total Rewards. This will immediately remove the employee(s) but will not send any notifications. Any terminated employees will automatically be removed from Total Rewards in their offboarding process.