Part 1: Configure the Total Rewards Dashboard
Go to Settings → Application → Total Rewards. You'll land on the "Dashboard settings" tab. This is where you control exactly what employees see on their total rewards page. Each section below can be toggled on/off independently.
💡 Pro tip: Open an employee's profile in one browser tab and the Dashboard Settings in another. After saving changes in settings, just refresh the employee tab to instantly see how it looks — makes it much easier to dial things in.
1. Employee Access
Use the "Turn on" button to enable employee access to their total rewards dashboard
When on, all employees can see their own total rewards page — no notifications are sent when toggling this on or off
2. Effective Date
Toggle "Include effective date" to show a date at the top of the employee's page
When enabled, pick the date employees should see (e.g. the start of the current comp cycle)
3. Annual Compensation
Toggle "Show annual compensation" to display this section
When enabled, you can control which compensation types to include:
Base salary — on/off
Bonus target — on/off. When on, you can also toggle "Display bonus target as a %" and "Show % up to dollar amount
Variable target — on/off
Equity — on/off. When on, choose between "Vesting in current year" or "Granted in current year"
Benefits — on/off
Each enabled type gets a customizable label (with a reset-to-default option)
You can also add custom fields (dollar-type fields from your company data) and add custom content sections with a title and rich text
4. Compensation History
Toggle "Show compensation history" to display the history chart
Options:
Show event dates — on/off
Annualize non-yearly values — on/off
Include base salary, bonus award, and/or custom events in the history
Add custom content sections as needed
5. Level & Pay Ranges
Toggle "Show pay range section"
Choose between showing current level only or current level + next level above
Additional toggles:
Show job level
Show job family
Show zone
Show compa ratio
Add custom content sections as needed
6. Equity
Toggle "Show equity section"
Set a custom section title and unit label (e.g. "RSUs", "Options")
Toggle "Show canceled shares" to include fully canceled grants
Toggle "Show equity grants chart" — when on, you can also toggle:
Show grant issue date
Show number of vested shares
Show % of vested shares
Show calendar visualization
Toggle "Show equity in dollar value" — requires a share price set in Company Settings. When enabled:
Customize headings for net value, projected value, vested portion, and unvested portion
Toggle "Show equity projections" to let employees project future value
Toggle "Show annual vesting chart" and "Show annual shares granted chart"
Add custom content sections as needed
7. Benefits
Toggle "Show benefits section"
Set a custom section title
Toggle "Show individual benefit line items" to show the breakdown within each package (vs. just totals)
Add custom content sections as needed
Once you've configured these settings, click "Save changes" at the bottom. Changes take effect immediately.
---
Part 2: Adding a Benefit Manually (Rules-Based)
Go to Settings → Application → Total Rewards → Benefits tab
Click "Add new benefit"
You'll walk through a wizard:
Details — Name the benefit, choose a category, and select "Setup manually"
Eligibility — Define which employees are eligible
Value — Configure the benefit amount (fixed, percentage of salary, days, etc.)
Display Options — Control how it appears on the employee dashboard
Click "Save & publish" to make it live, or "Save" to keep it as a draft
---
Part 3: Adding a Benefit via File Upload
Go to Settings → Application → Total Rewards → Benefits tab
Click "Add new benefit"
In the Details step, select "Upload benefit information"
After completing Details, you'll reach the Upload section:
Choose the value type: Fixed amounts or Percentage of salary
Click "Download the template" — this gives you a CSV with the right columns (email, amount, currency for fixed; email, percentage for percentage-based)
Fill in the template with your employee data
Upload the completed file
Click "Save & publish" when ready
---
Part 4: Managing Benefits
From the Benefits tab you'll see all your benefits grouped by category
Each benefit shows its status (Published or Unpublished), type (Rules or Upload), and eligibility/enrollment info
Click into any benefit to edit its details, value, eligibility, or re-upload data