> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Benefits Statements

> Generate PDF benefits statements for individual employees showing enrollments and contribution totals.

Benefits Statements is available at route `/hr/benefits/statements`, guarded by `hr.benefits.admin`.

## Overview

The Benefits Statements admin page (`BenefitsStatementsPage`) provides a form for generating a benefits statement PDF for a selected employee and year. The admin selects an active employee from a searchable dropdown, a statement year (current year or two prior years), and optionally a letterhead template. Clicking **Generate Statement** triggers `useBenefitsStatementPdf` to produce a PDF. An info card lists the contents: employee information, active enrollments with coverage levels, monthly employee/employer contributions, year-to-date totals, covered dependents, and total benefit value.

## Who it's for

`hr.benefits.admin` — HR benefits administrators only.

## Before you start

* `hr.benefits.admin` permission required.
* At least one active employee must exist in the system.

## Steps

<Steps>
  <Step title="Open Benefits Statements">Navigate to `/hr/benefits/statements`.</Step>
  <Step title="Select employee">Choose an active employee from the dropdown.</Step>
  <Step title="Select year">Choose the statement year.</Step>
  <Step title="Optionally select letterhead">Pick a letterhead template for branding, or leave blank.</Step>
  <Step title="Generate">Click **Generate Statement** to produce the PDF.</Step>
</Steps>

## Key concepts

| Term                      | Meaning in code                                                           |
| ------------------------- | ------------------------------------------------------------------------- |
| `useBenefitsStatementPdf` | Hook that invokes PDF generation for the selected employee and date range |
| `useOrgLetterheads`       | Hook providing available letterhead templates from `@/platform/templates` |

## Related

<Columns cols={2}>
  <Card title="Human Resources" icon="users" href="/hr/overview">
    Human Resources core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index">
    Documentation coverage and governance.
  </Card>
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="Documentation sources">
  * src/routes/hr.tsx
  * src/routes/hr/benefits-routes.tsx
  * src/cores/hr/benefits/pages/admin/BenefitsStatementsPage.tsx
  * src/cores/hr/benefits/hooks/useBenefitsStatementPdf.ts
</Accordion>