The Form Entry feature allows you to generate individual Total Rewards Statements by manually entering compensation, benefits, retirement and other data into a web form. This option is ideal for creating one-off statements for employees or candidates without needing to upload a spreadsheet or connect to a payroll system.

This feature is useful for:

• Creating statements for new hires or candidates to showcase salary, benefits, and incentives.
• Generating one-off statements for employees without needing full payroll integration.
• Making quick updates to a single statement without modifying bulk data

How to Use Form Entry

1. Customize a Statement Template
   • Navigate to your Project Template and proceed through customization.
   • When you reach the Link Data Source popup, choose Form Entry as your data source.
2. Enter Employee Details
   • Fill out the required fields, including compensation, benefits, retirement, and other information.
   • This data is manually entered, so ensure accuracy before submission.
3. Generate and Export the Statement
   • Once all data is entered, preview the statement to confirm accuracy.
   • Click Go! to generate a PDF Total Rewards Statement.

Additional Notes

• This feature appears alongside other Data Source options, giving flexibility in how statements are created.
• Data entered via Form Entry is not stored; it is only used to generate the statement at that moment.
• For bulk statement creation, consider using Payroll Integration or Spreadsheet Upload.