Benefit Software Inc. :: Printed Employee Total Compensation and Total Rewards Benefit Statements

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ABOUT BENEFIT STATEMENTS

» View sample benefit statements:

We will start by reviewing the basic design decisions that you made in consultation with your Account Representative. Then we will go over general design requirements, statement theme, transfer of confidential data, and the production schedule.

We will expect you to provide us with the following information:

Completed Total Rewards Checklist. This will be provided to you after the launch call with your Printed Services Project Manager.
Descriptions of your benefits. We generally ask that you send an employee orientation handbook, benefits guide (Benefits-at-a-Glance) or other carrier handbooks that will help us understand your benefits.
Artwork: Any standard PC graphics format (jpeg, gif, bmp, tif, eps, etc.) is acceptable.

Once we receive the documents you provide, we will prepare preliminary text for your statements, along with a Data Workbook outlining the fields you will need to provide. We will not send you layout specifications at this stage. The Text Draft will outline the different versions of text that will display. For example, you may have a variety of different plans available for your employees. The statement can be set up so a description of the appropriate plan displays for each employee. View sample plan descriptions that could be printed on your statements.

Your internal project team will review this first draft for accuracy, content and message theme. Your team can make any revisions you think are needed. You have control throughout the process.

After your team has reviewed the text, our Printed Services team will begin the statement layout design. Meanwhile, your internal project team will be completing the data gathering phase, using the provided Data Workbook as a guide. The employee data file will be sent to us via our secure website, ensuring no confidential data is compromised.

Once we receive your employee data file we will perform a data testing routine that will help us identify any potential discrepancies, which we will convey to you for your review before processing the data. Once any potential discrepancies have been rectified, we will provide you with a Data Report and Statement Proofs for your review.

The Data Report will show all provided and calculated employees for all employees, along with any formulas used to obtain calculated values. The PDF Statement Proofs include a variety of actual employee statements as they would print in their final form, complete with color and graphics. Again, you are in complete control. We will make changes based on your feedback and continue this process until you are ready to review a final draft.

When you are satisfied with the Statement Proofs and Data Report, we will mail you a few hard copy statements for your final review before printing. These final proofs represent the actual printed statements your employees will receive. The following are some example plans created by our company:

Portfolio Statement (*.pdf)

Summary Statement (*.pdf)

Congratulations, with your help, we're almost finished with your benefit statements.

Once we have your approval to print we will begin the production phase of the project and then mail the statements either in bulk to you or directly to the employees' homes.

*PDFs require Adobe Acrobat, click here to download.