Once you’re ready to start using Compensation, you’ll need to make a few decisions before you enable it.
Password Protect the PDF
Decide whether employees must enter a password before accessing the PDF version of Compensation.
Compensation PDF Email
Decide whether employees can send the Compensation PDF to themselves by email and tailor the email for your company.
Set the Initial Payroll Date
Set the initial pay date; any pay before this day won’t display in Compensation.
Hide Employee Compensation
You can prevent the Compensation tab from displaying for specific employees.
Which Benefit Codes Display
You can prevent benefits from being included in Compensation.
Earnings Display when the Amount is Zero
You can prevent certain earnings from being included in Compensation when their pay period amount is zero.
Already using our most recent Pay Statements on ASSP? Check out our Compensation Transition Guide, which outlines all the different behaviours you can expect when you move from the Pay Statements to Compensation. It’ll also guide you through the steps to updating to Compensation.
Additional Information
If you need to make minor changes to the information displayed on the PDF, we can help. Reach out to Client Care.
To complete setup, you must be a Regular User with the Admin User Group. You’ll be accessing the Avanti Desktop and the Avanti Self-Service Portal.
How to Password Protect Compensation’s PDF
Compensation’s PDF can be password protected with the same password used to access Tax Slips.
Once you decide whether the PDF should be password protected, you’ll need to confirm it’s set up correctly.
Additional Information
Password protection won’t apply to Managers or Regular Users viewing other employees’ information on Pay Statements.
Don’t Password Protect the PDF
Step 1: Open Administration Settings on ASSP and select Company Settings.
By default, this can be found in Administration.
Step 2: Enter PayStatementsRequireUserSetPassword in the Search and select Edit.
If the setting is False, passwords are disabled. Skip to How to Hide Compensation for Employees.
Step 3: Deselect Value if it’s selected, then select Save.
Step 4: Select Reload Settings.
Additional Information
If you’ve already moved to the latest ASSP, you won’t see Reload Settings; your changes will take effect within 5 minutes.
Password Protect the PDF
Step 1: Open Administration Settings on ASSP and select Company Settings.
By default, this can be found in Administration.
Step 2: Enter PayStatementsRequireUserSetPassword in the Search and select Edit.
If the setting is True, you’re already set up to use passwords. Skip to the Hide Compensation for Employees section below.
Step 3: Select Value if it’s deselected, then select Save.
Step 4: Select Reload Settings.
Additional Information
If you’ve already moved to the latest ASSP, you won’t see Reload Settings; your changes will take effect within 5 minutes.
Great! The Compensation PDF is now password-protected. Employees can change their password in the Change Statement Password section on Settings.
Don’t have Change Statement Passwords set up? Go Change Statement Passwords Setup for more information.
Compensation PDF Email
You can allow employees to email themselves the PDF of their pay statement. Allowing this will also enable employees to email themselves copies of their Tax Slips.
The emailed pdf will always be password protected.
If the employee has a statement password, it’ll be used to password-protect the emailed file.
If the employee doesn’t have a statement password, it’s protected using the Default Email Statement Password Mask. You can update this from the Avanti Desktop on the Basic tab in Payroll Parameters.
Email must be set up on your ASSP to use this feature. If you haven’t set up email on ASSP, reach out to Client Care, and we’d be happy to help you set this up. For making your own compensation message to your emails, check out How to Tailor Compensation Email Messages in English and How to Tailor Compensation Email Messages in French.
Step 1: Open Administration Settings on the Avanti Self-Service Portal and select Company Settings if it’s not already open.
By default, this can be found in Administration.
Step 2: Enter EnableEmail in the Search and select Edit.
Step 3: To enable email, select the checkbox beside Value and select Save.
Additional Information
This will also allow employees to email themselves copies of their Tax Slips.
Step 4: Select Reload Settings.
Additional Information
If you’ve already moved to the latest ASSP, you won’t see Reload Settings; your changes will take effect within 5 minutes.
Congratulations! Emailing from Compensation is now set up.
How to Tailor Compensation Email Messages in English
For those looking to add their company’s personal touch, you can tailor the email of the Compensation PDF in both English and French to the email PDF. If you have coding experience, you can use HTML as well to add in URLs and company branding.
Here’s how to set up English messages:
Step 1: Open Administration Settings on the Avanti Self-Service Portal and select Company Settings if it’s not already open.
By default, this can be found in Administration.
Step 2: Enter Compensation.PDFEmail in the Search and select Edit.
Step 3: In the Value field, write out your tailored message and click Save. You can write out your message in HTML here too.
Step 4: Select Reload Settings.
Additional Information
If you’ve already moved to the latest ASSP, you won’t see Reload Settings; your changes will take effect within 5 minutes.
And your brand messages are ready.
How to Tailor Compensation Email Messages in French
Here’s how to set up French messages:
Step 1: Open Administration Settings on the Avanti Self-Service Portal and select Company Settings if it’s not already open.
By default, this can be found in Administration.
Step 2: Enter Compensation.PDFEmailFr in the Search and select Edit.
Step 3: In the Value field, write out your tailored message and click Save. You can write out your message in HTML here too.
Step 4: Select Reload Settings.
Additional Information
If you’ve already moved to the latest ASSP, you won’t see Reload Settings; your changes will take effect within 5 minutes.
And now you are sending tailored messages.
How to Set the Initial Payroll Date
Step 1: Open Administration Settings on the Avanti Self-Service Portal and select Company Settings if it’s not already open.
By default, this can be found in Administration.
Step 2: Enter PayStatementsStartDate in the Search, then select Edit.
Step 3: Update the date to the earliest pay you’d like to display in Value, then click Save.
Additional Information
All pay after this date is included in Compensation.
Step 4: Select Reload Settings.
Additional Information
If you’ve already moved to the latest ASSP, you won’t see Reload Settings; your changes will take effect within 5 minutes.
How to Hide Compensation for Employees
For an employee to access Compensation, Enable Web Services must be selected on the Personal tab of the Employee Profile.
Additional Information
Enable Web Services also allows employees to self-register from your ASSP login screen.
You can use Re-apply Employment Defaults if you need to select Enable Web Services for multiple employees. Go to Update Employee Information for All Employees for more details.
You can also restrict which employees can access Compensation.
How to Prevent Benefit Codes from Displaying
You may want to prevent non-taxable benefits, WCB or leave entitlements from displaying in Compensation, especially if the leave entitlement is already on the statement.
Additional Information
We recommend only selecting this for non-taxable benefits. Removing taxable benefits may confuse employees, as it impacts their taxes and take-home pay.
If a Collective Bargaining Agreement restricts any employer-paid items from displaying, they can be restricted.
Step 1: Open Deduction/Benefit Codes in the Avanti Desktop Application.
By default, this can be found in Canadian Payroll >> Employer Payroll Tables.
Step 2: Select a code you don’t want to include, then select Modify.
Step 3: Select Suppress printing benefit on statement if it’s deselected, then select OK.
Step 4: Repeat Steps 2 and 3 for every benefit you don’t want on the statement.
How to Prevent Earnings from Displaying
You can prevent earning codes from displaying on Pay Statements and Compensation when there are no earnings during the pay period.
Step 1: Open Earning Codes in the Avanti Desktop Application.
By default, this can be found in Canadian Payroll >> Employer Payroll Tables.
Step 2: Select a code you don’t want to include, then click Modify.
Step 3: Select Suppress statement printing when earning amt = 0 if it’s deselected, then click OK.
Step 4: Repeat Steps 2 and 3 for every code you don’t want to display when the employee has no earnings in the pay period.
Compensation PDF
Employees can download a PDF version of their Pay Statements. PDF displays the same information as when you print the statement from Payment Inquiry.
If you need to make minor changes to the PDF statement, we’re here to help! Contact Client Care for additional assistance.
How to Add the Compensation Menu
Only Regular users with the Admin user group can set up Compensation.
Step 1: Select System Configuration.
Step 2: Under System, select New Experience.
Step 3: Select Start Setup.
Additional Information
If you’re already moved to the latest ASSP, you won’t see this screen. Skip to Step 5.
Step 4: Select Continue to bypass the security.
Additional Information
If you’re already moved to the latest ASSP, you won’t see this screen. Skip to Step 5.
Step 5: Select Compensation.
Additional Information
If Pay Statements aren’t set up, access automatically opens when Compensation is selected. Otherwise, select Edit.
Step 6: Select a Role Type.
Additional Information
If no Role Type is selected, the default is Time Entry. For information about roles, see Role Assignments.
Step 7: Select the User Groups. Anyone in one of the selected User Groups can access their Compensation. Then click Save.
Additional Information
Only users in one of the selected User Groups can access Compensation.
Step 8: Select Finish.
Step 10: Select Exit Configuration.
Great! Compensation is all setup, and employees can access it from within Personal.