Options to Configure Statement Periods, Welcome Message, and Feedback
Using the Statement Definitions Periods tab, you configure statement periods, an optional welcome message for each statement and feedback.
Statement Periods
Configure statements to cover any period of time by specifying start and end dates on the Periods tab. You can create multiple periods at one time.
For each statement period, further specify:
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A recommended statement period display name
Example: Name the period 2022 Annual Statement, rather than the default display of start and end date.
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The date that statements become available to workers
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The conversion rate date for currency conversions
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An optional welcome message
Use the item tester to validate your expectations for compensation items before you generate the statements. The item tester is available for all source types.
Optionally, you can enable feedback when people view their online statement. You can configure ratings and questions. People complete the feedback, and then compensation administrators and line managers can view it.
Statement Periods to Display
Use the Configure Total Compensation Global Settings task to control the statement periods available to workers. If you don’t enter a number, the worker sees all statements. If you enter 0, the worker doesn’t see any statements. Finally, if you enter a number greater than 0, the worker sees that many statements.
Welcome Message
For each statement period, you can compose an optional welcome message by clicking the Welcome Message button on the Periods tab. If included, the welcome message is the first page the worker sees in the statement.
In the welcome message you can:
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Personalize the greeting with each worker's name
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Use rich text and include hyperlinks
Feedback
You can find out how your people feel about total compensation. You start by enabling feedback on the Statement Periods tab. Then, configure your ratings and questions. You generate statements in the usual manner. The feedback appears on online statements only. People complete the feedback, so compensation analysts, compensation managers, and line managers can view the results.
Here's where you can see the feedback results:
- Compensation Work Area > Total Compensation > View Total Compensation Statement Reports
- My Team > Show More > Compensation > Total Compensation Statement Feedback