Defining Total Reward Templates

Section Label

Enter the section label.

Section Order

The section sequence determines the order in which the sections will appear in the My Total Rewards statements. When new templates are created, section sequence is the same as the scroll row number. The default is the scroll row number.

Summary

The Summary check box identifies the section that will be designated as the statement summary section. Only one section can have the Summary check box selected. The Summary section summarizes the contents of the other sections, so if a summary section is defined, then there must be at least one other non-summary section defined in the template.

When the Summary check box is selected, then the Reward Items grid is disabled. Chart Settings are only enabled for the summary section.

Statement Information

Enter the default statement introduction text for the section.

This text is displayed under the section label on the classic total rewards statement, or right above the section grid on the fluid total rewards statement.

Grid Total Label

Enter the default grid total label for the section. This is the label for displaying the total line of the section. For instance, Summary Section has Summary Total as default label for the total line.

Grid Label

Enter the default grid label for the section grid title.

Grid Labels for Expanded View

For expanded view, there is a limitation. The system can’t display different grid labels for different sections. Select this check box so the system will use the labels defined in this section to display the grid labels in the expanded view.

Display Chart

Select this check box to display the summary chart on total rewards statements (both classic and fluid versions).

(For Fluid total rewards statements) When enabled, the summary chart is displayed in an expanded section when viewed on the Summary section. It is hidden in a collapsed section when viewed on non-summary sections.

Chart Type

Select the type of chart to use on total rewards statements.

Column

Lists the columns that can be visible in the section grid. System-delivered columns are:

Item Name (Reward Item)

Employer Paid (Employer Paid)

Employee Paid (Employee Contribution)

Company Provided (Employer Provided)

(Fluid version only) Employer Total (Employer Total)

(Fluid version only) Employer/Employee Total (Employer-Employee Total)

(Fluid version only) Percent of Total (Percent of Total Reward)

(Fluid version only) Contribution Split (Employer-Employee Contribution)

Include

Select to display the column in the corresponding section grid.

In addition to the Item Name column, which is selected and not editable by users, include at least one other column to be displayed in the section grid.

When you save a template, the system performs validations to ensure that the right combination of columns are selected to display in a section grid. These rules are:

• If the Employer Total column is selected, you must select either both Employer Paid and Company Provided columns, or neither of those two columns.

• If the Employer/Employee Total column is selected, you must also select the Employee Paid column, and at least one employer-related column (for example, Employer Paid, Company Provided, or Employer Total).

• If the Percent of Total column is selected, you must also select at least one employer-related column (for example, Employer Paid, Company Provided, or Employer Total).

  Additionally, if the Include Employee Contributions in Totals option is selected, both Employee Paid and Employer/Employee Total columns must also be selected. However, if the Include Employee Contributions in Totals option is deselected, do not select the Employer/Employee Total column.

• If the Contribution Split column is selected, you must also select the Employee Paid column and at least one employer-related column (for example, Employer Paid, Company Provided, or Employer Total).

Label Text

Displays the default column name to be displayed on the corresponding section grid of the statement. This label can be changed manually.

Item

Select a reward item to display for the specified section (for example, Cash Pay, Health and Wellness, and so on). At runtime, selected items appear on the section’s reward item grid of the Total Rewards statement.

See Also Define Reward Item Page.

Always Display

This will be defaulted in from the Reward Item definition into the non-summary sections.

Order

The grid order determines the order in which the reward items will appear in the grid. For the Summary section, the order will be set to match the order of the non-summary sections.