Purpose: To help you understand benefits and reimbursements on a Total Rewards statement.

Table of Contents

• Setting up benefits in Total Rewards 
• Setting up retirement benefits
• Setting up reimbursements and perks

In order to show your company’s benefits on the Total Rewards statement, you will need to make sure you have your benefits set up. Click Add New Plan to select the plan type you would like to create and add the information in the fields.

Benefits Tracking

If you are using Benefits Tracking, you will see the option to manually input benefits information in the benefit plan setup. 

Be sure to add the plan URL, as this is what you can click on to view more information about the plan on the Total Rewards statement.

Benefits Administration

If you are using Benefits Administration, your plan information will be automatically pulled into the Total Rewards statement.

On the Total Rewards statement, additional information will show when you click on the plan URL. This includes plan summary, deductions, coverage information, dates, links, and documents.

To add a retirement benefit plan to the Total Rewards statement, click Benefits in Settings. When you click Add New Plan, select Retirement from the dropdown menu.

Add the retirement plan information and click Next . Add the eligibility settings and click Finish. Retirement benefits will show on enrolled employees’ Total Rewards statements. 

You can also add reimbursement-type benefits, such as gym memberships, home office internet, commuter benefits and tuition reimbursements. To add reimbursements and perks to the Total Rewards statement, click Benefits in Settings. When you click Add New Plan, select Reimbursement from the dropdown menu.

Add the reimbursement and perks plan information, and click Next. Add the eligibility settings and click Finish. Reimbursement and perks benefits will show on enrolled employees’ Total Rewards statements.