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The My Benefits Statement page, at route /hr/my-benefits/statement, lets employees generate and download a PDF summary of their benefits for a selected year.

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Overview

The page presents a year selector (current year and prior years) and a Download Statement button. Selecting a year and choosing download triggers PDF generation via useBenefitsStatementPdf, using the organization’s default letterhead. The employee record is resolved automatically from the current user. If the employee record is not found, a toast error is shown.

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Who it’s for

Access follows your organization’s role and module configuration. ## Before you start
  • Your employee record must be linked to your user account.
  • At least one active or past benefits enrollment must exist for the selected year for the statement to have content.

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Steps

  1. Go to HR → My Benefits → Statement (or navigate to /hr/my-benefits/statement).
  2. Select the desired Plan Year from the dropdown.
  3. Select Download Statement to generate the PDF.

Human Resources

Human Resources core overview.

Governance & parity

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.
  • src/routes/hr/benefits-routes.tsx
  • src/cores/hr/benefits/pages/employee/MyBenefitsStatementPage.tsx
  • src/cores/hr/benefits/hooks/useBenefitsStatementPdf.ts
  • src/cores/hr/hooks/employees/useMyEmployee.ts