This guide will show you how to configure data sources to display in the Total Reward Statement so that employees can view their overall benefits package.

Contents

• Introduction
• To view the existing TRS configuration
• To add an additional item to the TRS
• To configure the TRS details

Introduction

• The Total Reward Statement (TRS) provides an overview of organisational reward which has been recorded in HR. It is intended to show employees the value of their employment package and highlight some of the benefits which are important to them as an employee - some of which have a monetary value and others that do not.
• The elements that are displayed on the TRS need to be configured but can include for example; basic pay, holidays, allowances, payments etc.

To view the existing TRS configuration

• Go to the following area:
  • Latest (left-hand) menu: Job, Pay & Reward > Job and Pay Configuration > Total Reward Statement Configuration
  • Pre-2025 (top) menu: System Other Module Configuration Total Reward Configuration
• Any Descriptions that have already been created will be displayed
• To view the configuration of a Description click on the triangle to the left of the name

To add an additional item to the TRS

• Go to the following area:
  • Latest (left-hand) menu: Job, Pay & Reward > Job and Pay Configuration > Total Reward Statement Configuration
  • Pre-2025 (top) menu: System Other Module Configuration Total Reward Configuration
• Click Add New Record
• Enter a Description for the item – this will be displayed on screen on the TRS
• The Order is the numbering scheme that the Description will reflect on the TRS
• The Colour can be changed as required. Paste the HEX number in here and it will match it e.g #8B5C5C
• The Note field allows an area for quick reference or information and can be seen on the TRS
• When complete click Update

To configure the TRS details

• Click the triangle to the left of the newly created TRS entry
• Click Add new record and then click Edit

• The fields will then become available to select data options
• Data From refers to the area within HR where the data will be coming from:
  • Allowance
  • Additional Information
  • Further Information Field
  • Payment
  • Predefined Entry
• The All Controls option choices will vary dependent on which area has been selected as the Data From source. Eg if Payment or Allowance is selected as the source then the options will allow for the selection of the specific code within that area and how to total the amount
• Make the appropriate choices and then click Update