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Employee Benefits Planning

Simplify creation and distribution of employee benefit financial statements

Sales Compensation Planning

Products for Employee Benefits Planning

Workbooks

Bring teams together to work with data that contains controlled permissions, complete data lineage, and one source of truth.

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Documents

Work together in the same document—at the same time—with controlled formatting, full audit history, and linked data.

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Linking

Link data between workbooks, documents, and presentations. Change once, update everywhere.

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Binders

Change how reports, executive books, and other complex documents are reviewed, distributed, and analyzed.

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Mobile

Distribute, view, and collaborate on documents using iOS and Android devices—online or offline.

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Employee Benefits Planning: A Typical Wdesk Workflow

1

Consolidate plan data

Sync data maintained by separate sources into one workbook.

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2

Link data

Link data and text from the workbook to the financial report. Changes to the workbook will automatically update numbers in the report.

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3

Collaborate

Users across teams and locations work in the same workbook or document, in the same version, at the same time.

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4

Review and Distribute

Send a digital review using track changes, blacklines, and automatic comment aggregation.

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5

Roll forward

Don't create duplicate files for the next reporting period. Reports can be rolled forward and all links are maintained.

Products Used

Employee Benefits Planning

Simplify creation and distribution of Employee Benefit Financial Statements

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