Statement Setup Overview

If you generate a compensation statement (or letter) to your employees at the end of your planning cycle, you may use SecureSheet to replace the tedious task of mail merges and centralized distribution.

SecureSheet will use your statement template and map the values from your main SecureSheet into their respective locations in the statement content.  Then, managers may export statements directly from a view in SecureSheet, either individually or in a batch, and distribute to their respective team members.

Statements are built with these main components:

1. Statement tab - each statement has its own tab in SecureSheet where the contents of the statement are stored, as well as any logic to accommodate hiding certain rows based on conditions that exist for different statement scenarios.
2. Default view on the statement tab - identifies the formulas for SecureSheet to calculate during statement export.
3. Statement logic on the main Securesheet tab - the first five columns on the main SecureSheet tab that are reserve for SecureSheet are where the export logic is set up for statements (note - additional columns may be used based on requirements).
4. Statement form view on the main SecureSheet tab - defines the statement tab to reference on export and maps the Unique ID that SecureSheet uses during statement export to pull individual values into the statement.

• As an administrator, when you export your SecureSheet with an existing statement tab, you see the statement design and logic that is built into the statement tab to work with the default view on the statement tab and the statement form view on the main SecureSheet tab.

• To work with a statement setup example offline that includes links to instructions, click here.

Videos:

• Export Statements
• Set Up Existing Views to Export Statements
• Create Views to Export Statements

Statement Setup Process

The technical design standards covered in the Statement Setup Process are the basis for standard statement development.  In some instances, setup for a statement may be modified from these standards to meet specific requirements.

The mapping and design of statements begins when you have solidified the design of your statements. 

NOTE:  Content tweaks may be implemented if changes are required prior to exporting statements, however, all sections of the statement(s), values, and content paragraphs (if applicable) should be defined prior to beginning any of the tasks identified below for setting up statements.

Tasks and responsibilities for setting up statements:

1. Provide your Statement Template(s) with column mappings and information for inclusion/exclusion scenarios - Client
2. Identify if any employees will not receive statements - Client
3. Design statement(s) into tabs in SecureSheet - SecureSheet Support Team
4. Build logic to map and format values from main SecureSheet - SecureSheet Support Team 
5. Build logic to show/hide information based on scenarios provided - SecureSheet Support Team
6. Verify statements and test unique scenarios offline - Client
7. Set up views for end user views to export statements - SecureSheet Support Team / Client

NOTE:  Client administrators may perform any/all of the statement setup tasks as desired. The SecureSheet Support Team is available to guide the knowledge transfer of the Statement Setup Process.