PayChoice ESS Benefit Statement Configuration and Viewing
The Benefit Statement is an on-screen report that employees can access via Employee Services. This report details for employees the total compensation that they receive from a company – including salary, the employer cost of benefit plans, and the paid time off benefits they receive.
The Benefit Statement must first be configured by an administrator before Employees are able to view the report. The Benefit Statement configuration screen is accessed by clicking the Administration menu item, and then clicking Benefit Statement.
The Benefit Statement configuration screen is comprised of different sections that control the appearance of the report. The first section is the General Options section. In this section, you’ll “turn on” the statement viewing for employees by checking the “Statement Available in Employee Self Service” checkbox. Then check the boxes for both overall status and payroll status to determine which employees should be able to view the report. For example, if you don’t offer benefits to Part Time employees, you may not want those employees to view the report – so you’d leave the Part Time checkbox unchecked in the “Include Employees with Payroll Status:” section.
The Header Section defines the appearance of the top portion of the report. You can customize the report’s title, and change the Company Name if desired. You can also determine whether or not to show the Employee Number and Date of Birth on the report. A custom “Welcome Message” can also be displayed to your employees at the top of your report – if you choose not to enter a message, there will not be a Welcome Message displayed.
This is what the header section of the Benefit Statement will look like when configured as above:
The next section in the configuration is the Compensation Summary section. This section controls the items that are displayed as part of the employee’s total compensation amount. The Compensation Summary section can be disabled by unchecking the “Show Compensation Summary” box. You can select which of your active Benefit plans you’d like to include in this section and you can add a message to this section –perhaps an explanation of what’s included in the total compensation amount, or detailing additional benefits that are not reflected in the total compensation amount.
This is what the Compensation Summary section of the Benefit Statement will look like when configured as above:
The Benefit Section of the configuration screen determines which Benefit Plans appear in the Benefit Section of the statement. If you don’t want the Benefit Section to display on the report, uncheck the “Show Benefit Section” checkbox. You can then select the benefits that you wish to appear in this section, and add a message to this section if you wish.
This is what the Benefits section of the Benefit Statement will look like when configured as above:
The Retirement Section determines whether or not company retirement plans to which the employee contributes are displayed on the Benefit Statement, and also includes a custom additional message that may be added to that section of the report.
This is what the Retirement section of the Benefit Statement will look like when configured as above:
The last configuration section on this screen determines whether or not the report will display information about the employee’s Paid Time Off benefits. You can also add a custom message to display in this section of the report.
This is what the Paid Time Off section of the Benefit Statement will look like when configured as above:
Once you’ve finished configuring the Benefits Statement to your liking, click the Save button to save your changes. You’ll see a message display confirming that the statement configuration was changed. Now your employees are ready to log in and view their benefit statements.
The Employee view of the Benefit Statement is accessing via the Payrollcategory menu, by clicking on the Benefit Statements menu item.
The employee’s Benefit Statement will automatically display once the menu item is clicked, if the employee is supposed to see the report (according to the filters set in the configuration). Below is a screenshot of the entire report as it’s displayed to the employee. The “Print” button in the header of the report will print a copy of the on-screen display if the employee wants to have a hard copy of the Benefit Statement. Please note that the report will default to print landscaped – if a user changes to portrait, part of the report may not print out (it may be cut off).
Sample Employee Benefit Statement:
PayChoice ESS Benefit Statements ConfigurationPage 1