Options to Include Descriptive Text in Compensation Statements

You can include descriptive text in the Welcome, Summary, and Descriptive Text sections of total compensation statements.

You can also insert fields into your descriptive text that act as placeholders. When you generate statements for your workers, these fields are replaced with the actual values for each worker.

For example, you can insert the <FIRST_NAME> field, which the generate process then replaces with the worker's first name, such as Marie. Or, you use descriptive text to inform the employee of company-specific information, such as company policies.

Here's a list of fields you can insert as part of the descriptive text. You can access these fields from the Insert Field menu on the Descriptive Text tab.

Option

Description

Person Name

Name information, such as <FIRST NAME>, <MIDDLE NAME>, and <LAST NAME>.

Employment

Location information, such as <DEPARTMENT>, <BUSINESS UNIT>, and <EMPLOYER>.

Job information such, as <JOB>, <GRADE>, and <POSITION>.

Compensation Item

Compensation item information, such as bonus or car allowance.

For example, you can select the <BONUS> compensation item.

Conditional Text

Compensation item information that appears when it meets the conditions that you create.

For example, you can show the monthly salary: <Most recent [Pay Monthly] * 12 Is not blank) Or (Sum[Pay Monthly] Is not blank)>.

Miscellaneous

Date information, such as <STATEMENT START DATE> and <STATEMENT END DATE>

You can use the Fields icon to manage or reuse fields already created. You need to recreate the Conditional text from period to period.