Benefit Statements

Benefit Statements can be used to show employee earnings and deductions in specific groups that are defined by your company. 

To pull this statement, you will click the Human Resources tab in CertiPay and select Benefit Statements: 

You will input the below information: 

Start Date: Enter the start date for calculating amounts shown on the Benefit Statement. 
From Date: Enter the end date for calculating amounts shown on the Benefit Statement. 
Employee: To generate a Benefit Statement for all employees, leave the field as defaulted (All Employees). 
To generate a Benefit Statement for a single employee, click the list option and select the employee’s name. 
Active Only: Select this if the Benefit Statement should only be created for employees that are currently active in CertiPay. 
Sections: This is where you will populate your company specific groups. Up to 6 groups can be populated at a time. The report will automatically default to the sections used previously to generate a Benefit Statement. 

Here is what it will look like once all information is populated: 

If there are not Benefit Statement Groups to select in the sections drop-down lists, please contact Client Solutions by phone at 1 (800) 422-3782 or by email at clientservices@certipay.com.