Instructions:

This multi-step process will enable TRS Express to automatically generate all your Total Rewards Statements, saving you valuable time.

1. Connect to HRIS or Payroll Provider:
   • Start by connecting to your HRIS or Payroll provider.
2. Scan for Field Names:
   • TRS Express will scan your provider to identify field names in your data.
3. Data Mapping:
   • The Data Mapping dialogue allows you to map groups of fields based on your template, such as Compensation, PTO, and Benefits.
   • Use the Data Mapping dialogue to choose which provider fields will be used in your TRS template.
   • Note: If you want a value to display as zero (0), choose “Set as zero” or simply leave the input blank.
4. Supplemental Data Upload
   • If you have additional data that isn’t available as a field in your payroll system integration you can upload it in a spreadsheet.
   • For each field that you want to provide your own spreadsheet data, choose “Upload My Own Data” in the mapping input, and a Supplemental Data Upload panel will appear on the right side of the data mapping modal.
     
   • When you’ve chosen all of the fields you want to upload via spreadsheet you can generate and download a spreadsheet template.
   • The template will come prep-populated with the payroll system id, name, and work email of the employees in your payroll system.
     
   • Add your data for each employee to each of the tabs in the sheet and then save and upload your spreadsheet to import the data.
5. Template Customization:
   • After mapping your data, you will return to the template editor.
   • Make any additional changes or customizations as needed, but note that if you remove a line item in the statement designer that was mapped to spreadsheet provided data, you may need to upload a new spreadsheet.