Statement Groups, Templates, and Worker Statement Action for Compensation Change Statements
Statement groups are fundamental to compensation change statements. The selected group identifies what templates to use for whom, and what statement action individuals are responsible for. You set up all of these options on the Manage Statement Groups page.
Name
Use a broad, descriptive name so that people understand what to expect from the statement. For example, your latest compensation and performance statement group might be 2021 Compensation and Performance Changes. And your latest promotions statement group might be 2021 Promotions.
Templates
When you add a template to the statement group, you can set a display name and add criteria for when to use the template. Typically, you add a separate row for each language that you use to communicate changes. Here are some examples for compensation and performance changes:
| Template | Display Name | Criteria |
|---|---|---|
| Compensation and Performance Change Statement.rtf | English Compensation and Performance Change Statement | Country = US or UK or Canada |
| Cambios en Compensación y Rendimiento en 2021.rtf | Spanish Compensation and Performance Change Statement | Country = Spain or Mexico or Costa Rica |
Here are some examples for promotions:
- If you use the same template for the entire company, you might have something similar to the first row.
- If you have templates in different languages, you might have something similar to the second row.
| Template | Display Name | Criteria |
|---|---|---|
| Promotion.rtf | Promotion Statement | Country = US or UK or Canada |
| Promotion.rtf | English Promotion Statement | Country = US or UK or Canada and Proposed Grade Is not blank |
To create and load other templates for selection, you can use the Manage Templates page. This page also has sample files to help you create your own templates:
- A list of all the attributes you can include in your own templates.
- Sample compensation change and salary change analytic templates that you can download and tailor for your change communications. Be sure to change the file name before you upload your template.
You can’t delete a template that has generated statements associated with it.
Worker Statement Action
When you want a record that individuals received their change statements, you can set a worker statement action for the template. For example, you want individuals to acknowledge or sign electronically when they received a statement. You can configure worker statement actions to be completed before or after people have reviewed their compensation change statements.