Setting up the Benefit Statement in the Manager Portal

  • Updated

The Benefit Statement gives employees an overview of their total annual compensation and benefits. When enabled, employees see it on the app's home screen.

What does it include?

By default, everything Epassi already knows: Employer contribution budgets, salary sources and leave balances. You can import additional components, monthly, quarterly or yearly.

The statement has fixed sections in a fixed order: Yearly benefit budget, Salary, Flex compensation, Company benefits and Rewards. Empty sections are hidden. Amounts are annual totals, with the monthly amount below if you provide it.

Order Section name EN Section name NL Import key Data sources
1 Yearly Benefit Budget Jaarlijks Benefits Budget Budgets - CSV imported values - Marketplace budgets
2 Salary Salaris Salary - CSV imported values
3 Flex Compensation Flexibel Salaris Flex Compensation - CSV imported values - Yearly Flex Pension contribution - Flex Salary sources - Leave balances * gross hourly wage
4 Company Benefits Bedrijfs benefits Company Benefit - CSV imported values
5 Rewards Beloningen Rewards - Points assigned via Rewards - CSV imported values NOT supported

Importing additional Compensation Components

To add custom Compensation Components, complete the import template provided with this support article.

Guidelines

  • Each Compensation Component requires one row per employee
  • Use the exact naming from the template for the Compensation section column
  • Imports can be monthly, quarterly, or annual
  • Values are always displayed as annual totals
  • CSV files must be shared securely with the Epassi Support team (for example via the Documents section in the Manager Portal).

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